Civic Intelligence

David and Orit Carpenter Foundation

990PF • Fiscal year 2015 • EIN 36-7634906

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 15, 2016

Organization Profile
1948 N MaudChicago, IL 60614-4908

(312) 853-7237

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

8th percentile

-83%

Higher net margin than 8% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

$208,181

No earlier filing loaded for comparison.

Net Assets

$208,181

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin8th percentile

Revenue

$19,263

No earlier filing loaded for comparison.

Expenses

$35,215

No earlier filing loaded for comparison.

Net Income

-$15,952

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2015

Assets$208,181
Liabilities$0
Net Assets$208,181
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$19,263
Expenses$35,215
Net Income-$15,952
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 15, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID CARPENTERCo-Trustee-$0--
ORIT CARPENTERCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
David and Orit Carpenter Foundation
EIN
36-7634906
In Care Of
% DAVID CARPENTER
Phone
3128537237
Address
1948 N MAUD, CHICAGO, IL 60614-4908

Signing Officer

Name
David Carpenter
Title
Co-trustee
Phone
3128537237
Signed
2016-08-15
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly Virchow Krause LLP
Address
205 N Michigan Ave 28th Floor, Chicago, IL 60601-5927
Preparer
Russ Bolitho
Phone
3127298000
Raw XML Appendix273 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/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt016864
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt016864
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0269553
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0287689
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt018136
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0269553
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02011
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt035000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt018136
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0287689
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0269553
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0465
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0COST BASIS ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK AND INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt065
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt065
TaxesSchedule/TaxesDetail/Amt0150
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0150
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID CARPENTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03128537237
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID AND ORIT CARPENTER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0367634906
ReturnHeader/Filer/InCareOfNm0% DAVID CARPENTER
ReturnHeader/Filer/PhoneNum03128537237
ReturnHeader/Filer/USAddress/AddressLine1Txt01948 N MAUD
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd0606144908
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Baker Tilly Virchow Krause LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0205 N Michigan Ave 28th Floor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Chicago
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0606015927
ReturnHeader/PreparerPersonGrp/PhoneNum03127298000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Russ Bolitho
ReturnHeader/ReturnTs02016-08-12T13:48:46-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$208,181
Liabilities
$0
Net assets
$208,181
Revenue
$19,263
Expenses
$35,215
Net income
-$15,952
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