Civic Intelligence

David and Orit Carpenter Foundation

990PF • Fiscal year 2022 • EIN 36-7634906

Jan 01, 2022 to Dec 31, 2022 • Filed on Mar 12, 2023

Organization Profile
1948 N MaudChicago, IL 60614-4908

(773) 251-3019

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

8th percentile

-120%

Higher net margin than 8% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

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.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

19th percentile

-23%

Faster asset growth than 19% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

29th percentile

-14%

Faster revenue growth than 29% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$147,039

Down $44,087 (-23%) from 2021

Net Assets

Down

$147,039

Down $44,087 (-23%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin8th percentile

Revenue

Down

$36,859

Down $5,983 (-14%) from 2021

Expenses

Up

$80,946

Up $59,849 (+284%) from 2021

Net Income

Down

-$44,087

Down $65,832 (-303%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

2022

Assets$147,039
Liabilities$0
Net Assets$147,039
Open 2022 Filing

Operations Trend

Revenue Growth29th percentile

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

2022

Revenue$36,859
Expenses$80,946
Net Income-$44,087
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 12, 2023
Return Version
2022v4.1
Compensation and Service Providers
Top Officer Pay78th 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
2023-03-12

Preparer

Firm
Bolitho Law LLC
Address
360 W ILLINOIS STE 11C, CHICAGO, IL 60654
Preparer
Russell D Bolitho
Phone
3122037135
Raw XML Appendix288 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/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0138206
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt080473
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03857
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03857
TaxesSchedule/TaxesDetail/Amt091
TaxesSchedule/TaxesDetail/Amt1498
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt091
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ORIT CARPENTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07732513019
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-12
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/PreparationDt02023-03-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RUSSELL D BOLITHO
ReturnHeader/ReturnTs02023-03-12T19:19:06-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ORIT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CARPENTER
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$147,039
Liabilities
$0
Net assets
$147,039
Revenue
$36,859
Expenses
$80,946
Net income
-$44,087
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