Civic Intelligence

Carol Irving Foundation

990PF • Fiscal year 2021 • EIN 32-0202032

Jan 01, 2021 to Dec 31, 2021 • Filed on May 13, 2022

Organization Profile
3461 Robin Lane 4Cameron Park, CA 95682

(530) 677-7100

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

76th percentile

34%

Higher net margin than 76% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

49th percentile

3.4%

Faster asset growth than 49% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

64th percentile

23%

Faster revenue growth than 64% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$244,977

Up $8,033 (+3.4%) from 2020

Net Assets

Up

$244,977

Up $8,033 (+3.4%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin76th percentile

Revenue

Up

$24,696

Up $4,650 (+23%) from 2020

Expenses

Down

$16,413

Down $6,906 (-30%) from 2020

Net Income

Up

$8,283

Up $11,556 (+353%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2015: $240,354Liabilities 2015: $0Net Assets 2015: $240,3542015Assets 2016: $222,717Liabilities 2016: $0Net Assets 2016: $222,7172016Assets 2017: $247,179Liabilities 2017: $0Net Assets 2017: $247,1792017Assets 2018: $238,375Liabilities 2018: $0Net Assets 2018: $238,3752018Assets 2019: $240,427Liabilities 2019: $0Net Assets 2019: $240,4272019Assets 2020: $236,944Liabilities 2020: $0Net Assets 2020: $236,9442020Assets 2021: $244,977Liabilities 2021: $0Net Assets 2021: $244,9772021Assets 2022: $243,783Liabilities 2022: $0Net Assets 2022: $243,7832022Assets 2023: $233,078Liabilities 2023: $0Net Assets 2023: $233,0782023Assets 2024: $226,586Liabilities 2024: $0Net Assets 2024: $226,5862024

Highlighted filing

2021

Assets$244,977
Liabilities$0
Net Assets$244,977
Open 2021 Filing

Operations Trend

Revenue Growth64th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30K$20K$10K$0-$10KRevenue 2015: $22,415Expenses 2015: $7,821Net Income 2015: $14,5942015Revenue 2016: $9,302Expenses 2016: $11,860Net Income 2016: -$2,5582016Revenue 2017: $21,728Expenses 2017: $12,795Net Income 2017: $8,9332017Revenue 2018: $6,947Expenses 2018: $11,914Net Income 2018: -$4,9672018Revenue 2019: $13,604Expenses 2019: $11,274Net Income 2019: $2,3302019Revenue 2020: $20,046Expenses 2020: $23,319Net Income 2020: -$3,2732020Revenue 2021: $24,696Expenses 2021: $16,413Net Income 2021: $8,2832021Revenue 2022: $10,416Expenses 2022: $11,285Net Income 2022: -$8692022Revenue 2023: $7,854Expenses 2023: $15,596Net Income 2023: -$7,7422023Revenue 2024: $6,368Expenses 2024: $12,005Net Income 2024: -$5,6372024

Highlighted filing

2021

Revenue$24,696
Expenses$16,413
Net Income$8,283
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 13, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WENDY FINENPresident-$0--
MICHAEL FINENSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Carol Irving Foundation
EIN
32-0202032
Phone
5306777100
Address
3461 ROBIN LANE 4, CAMERON PARK, CA 95682

Signing Officer

Name
Wendy Finen
Title
President
Phone
5306777100
Signed
2022-05-13

Preparer

Firm
Roberts & Company Inc
Address
3182 CEDAR RAVINE RD, PLACERVILLE, CA 95667
Preparer
Michael J Ocenosak
Phone
5306225445
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3753 14TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 821
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt011TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LANCASTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3FORTUNA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4BAYSIDE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010018
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1176022815
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd395540
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd495524
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt014501
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt014123
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014123
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04291
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04669
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0378
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04291
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt014501
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0378
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04669
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04291
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0245
OtherDecreasesSchedule/OtherDecreasesDetail/Amt15
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL TAXES
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1PENALTIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WENDY FINEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05306777100
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CAROL IRVING FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CARO
ReturnHeader/Filer/EIN0320202032
ReturnHeader/Filer/PhoneNum05306777100
ReturnHeader/Filer/USAddress/AddressLine1Txt03461 ROBIN LANE 4
ReturnHeader/Filer/USAddress/CityNm0CAMERON PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095682
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942798193
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERTS & COMPANY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03182 CEDAR RAVINE RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLACERVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095667
ReturnHeader/PreparerPersonGrp/PhoneNum05306225445
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J OCENOSAK
ReturnHeader/ReturnTs02022-05-14T12:05:03-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WENDY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FINEN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$244,977
Liabilities
$0
Net assets
$244,977
Revenue
$24,696
Expenses
$16,413
Net income
$8,283
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.06$0.12$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.08$0.16$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.10$0.11$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.25$0.16$0.08
2020Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.20$0.23$0.03
2019Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.14$0.11$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.07$0.12$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.22$0.13$0.09
2016Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.09$0.12$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.22$0.08$0.15