Civic Intelligence

David and Orit Carpenter Foundation

EIN 36-7634906 • Chicago, IL

1948 N MaudChicago, IL 60614-4908
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

4th percentile

-1144%

Higher net margin than 4% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

69th percentile

17%

Faster revenue growth than 69% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $154,460 (-100%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$0

Down $154,460 (-100%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin4th percentile

Revenue

Up

$13,505

Up $1,980 (+17%) from 2023

Expenses

Up

$167,965

Up $164,101 (+4247%) from 2023

Net Income

Down

-$154,460

Down $162,121 (-2116%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$300K$200K$100K$0Assets 2015: $208,181Liabilities 2015: $0Net Assets 2015: $208,1812015Assets 2016: $203,555Liabilities 2016: $0Net Assets 2016: $203,5552016Assets 2017: $169,292Liabilities 2017: $0Net Assets 2017: $169,2922017Assets 2018: $160,783Liabilities 2018: $0Net Assets 2018: $160,7832018Assets 2019: $147,935Liabilities 2019: $0Net Assets 2019: $147,9352019Assets 2020: $169,114Liabilities 2020: $0Net Assets 2020: $169,1142020Assets 2021: $191,126Liabilities 2021: $0Net Assets 2021: $191,1262021Assets 2022: $147,039Liabilities 2022: $0Net Assets 2022: $147,0392022Assets 2023: $154,460Liabilities 2023: $0Net Assets 2023: $154,4602023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue Growth69th percentile

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

$200K$100K$0-$100K-$200KRevenue 2015: $19,263Expenses 2015: $35,215Net Income 2015: -$15,9522015Revenue 2016: $31,063Expenses 2016: $35,293Net Income 2016: -$4,2302016Revenue 2017: $5,726Expenses 2017: $35,191Net Income 2017: -$29,4652017Revenue 2018: $26,927Expenses 2018: $35,257Net Income 2018: -$8,3302018Revenue 2019: $23,770Expenses 2019: $36,570Net Income 2019: -$12,8002019Revenue 2020: $71,762Expenses 2020: $50,568Net Income 2020: $21,1942020Revenue 2021: $42,842Expenses 2021: $21,097Net Income 2021: $21,7452021Revenue 2022: $36,859Expenses 2022: $80,946Net Income 2022: -$44,0872022Revenue 2023: $11,525Expenses 2023: $3,864Net Income 2023: $7,6612023Revenue 2024: $13,505Expenses 2024: $167,965Net Income 2024: -$154,4602024

Highlighted filing

2024

Revenue$13,505
Expenses$167,965
Net Income-$154,460
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$13,505
Expenses
$167,965
Net income
-$154,460
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.14$1.68$1.54
2023Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.12$0.04$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.37$0.81$0.44
2021Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.43$0.21$0.22
2020Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.72$0.51$0.21
2019Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.24$0.37$0.13
2018Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.27$0.35$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.06$0.35$0.29
2016Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.31$0.35$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.19$0.35$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 28, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ORIT CARPENTERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
David and Orit Carpenter Foundation
EIN
36-7634906
Phone
7732513019
Address
1948 N MAUD, CHICAGO, IL 60614-4908

Signing Officer

Name
Orit Carpenter
Title
Trustee
Phone
7732513019
Signed
2025-03-28

Preparer

Firm
Bolitho Law LLC
Address
360 W ILLINOIS STE 11C, CHICAGO, IL 60654
Preparer
Russell D Bolitho
Phone
3122037135
Raw XML Appendix286 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.

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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt019565
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019565
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt057733
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt028370
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt016755
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt016755
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0231026
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0144923
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt057733
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt028370
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0164488
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0144923
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0247781
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0102858
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0THE ASSETS HELD BY THE DAVID AND ORIT CARPENTER FOUNDATION WERE DISTRIBUTED IN FULL TO THE DAVID AND ORIT CARPENTER CHARITY FOUNDATION (A DONOR ADVISED FUND). A FINAL DISTRIBUTION OF THE ASSETS HELD BY THE FOUNDATION WAS MADE ON DECEMBER 12TH, 2024.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02452
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02452
TaxesSchedule/TaxesDetail/Amt0129
TaxesSchedule/TaxesDetail/Amt196
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0129
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ORIT CARPENTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07732513019
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID AND ORIT CARPENTER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0367634906
ReturnHeader/Filer/PhoneNum07732513019
ReturnHeader/Filer/USAddress/AddressLine1Txt01948 N MAUD
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd0606144908
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0874448483
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOLITHO LAW LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0360 W ILLINOIS STE 11C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060654
ReturnHeader/PreparerPersonGrp/PhoneNum03122037135
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RUSSELL D BOLITHO
ReturnHeader/ReturnTs02025-03-28T16:42:39-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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