Civic Intelligence

Carlson Family Foundation Inc

EIN 34-1921044 • Garrettsville, OH

PO Box 305Garrettsville, OH 44231-0305
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

97th percentile

96%

Higher net margin than 97% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

81st percentile

24%

Faster asset growth than 81% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2024

Revenue Growth

12th percentile

-69%

Faster revenue growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$19,611

Up $95 (+0.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$19,611

Up $95 (+0.5%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin97th percentile

Revenue

Down

$99

Down $9,995 (-99%) from 2023

Expenses

Down

$4

Down $1,003 (-100%) from 2023

Net Income

Down

$95

Down $8,992 (-99%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth81st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2016: $47,433Liabilities 2016: $0Net Assets 2016: $47,4332016Assets 2017: $15,163Liabilities 2017: $0Net Assets 2017: $15,1632017Assets 2018: $13,727Liabilities 2018: $0Net Assets 2018: $13,7272018Assets 2019: $730Liabilities 2019: $0Net Assets 2019: $7302019Assets 2020: $7,109Liabilities 2020: $0Net Assets 2020: $7,1092020Assets 2021: $10,411Liabilities 2021: $0Net Assets 2021: $10,4112021Assets 2022: $10,429Liabilities 2022: $0Net Assets 2022: $10,4292022Assets 2023: $19,516Liabilities 2023: $0Net Assets 2023: $19,5162023Assets 2024: $19,611Liabilities 2024: $0Net Assets 2024: $19,6112024

Highlighted filing

2024

Assets$19,611
Liabilities$0
Net Assets$19,611
Open 2024 Filing

Operations Trend

Revenue Growth12th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20K$10K$0-$10K-$20KRevenue 2016: $2,251Expenses 2016: $1,456Net Income 2016: $7952016Revenue 2017: $5,313Expenses 2017: $1,492Net Income 2017: $3,8212017Revenue 2018: $1,564Expenses 2018: $3,000Net Income 2018: -$1,4362018Revenue 2019: $1,003Expenses 2019: $14,000Net Income 2019: -$12,9972019Revenue 2020: $7,879Expenses 2020: $1,500Net Income 2020: $6,3792020Revenue 2021: $3,302Expenses 2021: $0Net Income 2021: $3,3022021Revenue 2022: $18Expenses 2022: $0Net Income 2022: $182022Revenue 2023: $10,094Expenses 2023: $1,007Net Income 2023: $9,0872023Revenue 2024: $99Expenses 2024: $4Net Income 2024: $952024

Highlighted filing

2024

Revenue$99
Expenses$4
Net Income$95
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,611
Liabilities
$0
Net assets
$19,611
Revenue
$99
Expenses
$4
Net income
$95
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$19.6$0.00$19.6$0.10$0.00$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.5$0.00$19.5$10.1$1.01$9.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.4$0.00$10.4$0.02$0.00$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.4$0.00$10.4$3.30$0.00$3.30
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.11$0.00$7.11$7.88$1.50$6.38
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.73$0.00$0.73$1.00$14.0$13.0
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.7$0.00$13.7$1.56$3.00$1.44
2017Detailed filing. Detailed filing data is available for this year.$15.2$0.00$15.2$5.31$1.49$3.82
2016Detailed filing. Detailed filing data is available for this year.$47.4$0.00$47.4$2.25$1.46$0.80
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 24, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael CarlsonPresident-$0--
Filing and Contact Details

Filer

Filer Name
Carlson Family Foundation Inc
EIN
34-1921044
In Care Of
% Michael Carlson
Phone
3302425406
Address
PO Box 305, Garrettsville, OH 44231-0305

Signing Officer

Name
Michael Carlson
Title
President
Phone
3302425406
Signed
2025-09-24
Discuss with paid preparer
Yes

Preparer

Firm
Hill Stonestreet & Co
Address
3511 Center Rd Ste G, Brunswick, OH 44212
Preparer
Ronda R Patrick
Phone
3302253377
Raw XML Appendix168 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Michael Carlson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO Box 305
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL CARLSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum03302425406
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Carlson Family Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0CARL
ReturnHeader/Filer/EIN0341921044
ReturnHeader/Filer/InCareOfNm0% Michael Carlson
ReturnHeader/Filer/PhoneNum03302425406
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 305
ReturnHeader/Filer/USAddress/CityNm0Garrettsville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0442310305
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341521313
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hill Stonestreet & Co
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03511 Center Rd Ste G
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Brunswick
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044212
ReturnHeader/PreparerPersonGrp/PhoneNum03302253377
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONDA R PATRICK
ReturnHeader/ReturnTs02025-10-07T17:52:00-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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