Civic Intelligence

Carb DM Inc

EIN 45-2901508 • 501(c)3 • Los Altos, CA

Profile

The organization's mission is to build a supportive community that improves the quality of life of and health of all those affected by type 1 diabetes.

1066 Leonello AvenueLos Altos, CA 94024

carbdm.org

Siviq Scores

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

Liabilities / Assets

69th percentile

0.02x

Higher debt load relative to assets than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

67th percentile

0.01x

Higher debt load relative to revenue than 67% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

71st percentile

16%

Higher net margin than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

89th percentile

58%

Faster asset growth than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

63rd percentile

9.2%

Faster revenue growth than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$75,597

Up $27,734 (+58%) from 2017

Liabilities

Down

$1,465

Down $4,295 (-75%) from 2017

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue67th percentileNet Margin71st percentile

Revenue

Up

$198,442

Up $16,699 (+9.2%) from 2017

Expenses

Down

$166,413

Down $15,809 (-8.7%) from 2017

Net Income

Up

$32,029

Up $32,508 (+6787%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth89th percentile

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

$80K$60K$40K$20K$0Assets 2015: $58,808Liabilities 2015: $2,7362015Assets 2016: $55,187Liabilities 2016: $12,6052016Assets 2017: $47,863Liabilities 2017: $5,760Net Assets 2017: $42,1032017Assets 2018: $75,597Liabilities 2018: $1,4652018

Highlighted filing

2018

Assets$75,597
Liabilities$1,465
Net Assets-
Open 2018 Filing

Operations Trend

Revenue Growth63rd percentile

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

$200K$100K$0-$100KRevenue 2015: $153,000Expenses 2015: $128,125Net Income 2015: $24,8752015Revenue 2016: $178,760Expenses 2016: $190,392Net Income 2016: -$11,6322016Revenue 2017: $181,743Expenses 2017: $182,222Net Income 2017: -$4792017Revenue 2018: $198,442Expenses 2018: $166,413Net Income 2018: $32,0292018

Highlighted filing

2018

Revenue$198,442
Expenses$166,413
Net Income$32,029
Open 2018 Filing

Filings

Most recent year

2018 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$75,597
Liabilities
$1,465
Net assets
-
Revenue
$198,442
Expenses
$166,413
Net income
$32,029
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Summary only. Only limited summary data is available for this year.$0.76$0.01$1.98$1.66$0.32
2017Detailed filing. Detailed filing data is available for this year.$0.48$0.06$0.42$1.82$1.82$0.00
2016Summary only. Only limited summary data is available for this year.$0.55$0.13$1.79$1.90$0.12
2015Summary only. Only limited summary data is available for this year.$0.59$0.03$1.53$1.28$0.25
Latest Detailed Filing

The latest 2018 filing currently has summary financial data only. Showing the latest detailed filing from 2017 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 12, 2018
Return Version
2016v3.1
Gross Receipts
$186,824
Mission and Program Overview

Mission

The organization's mission is to build a supportive community that improves the quality of life of and health of all those affected by type 1 diabetes.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION FOSTERS CONNECTIONS AMONG PEOPLE WITH DIABETES, THEIR LOVED ONES, AND MEDICAL PROFESSIONALS, PROMOTES LEARNING, AND DEVELOPS STRATEGIES FOR THRIVING WITH TYPE 1 DIABETES-$144,526
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
TAMAR SOFER-GERIExecutive DiFT$54,000-$54,000
HEIKE FISHERBoard Presid-$0--
MELISSA ANDERSONBoard Member-$0--
KAREN JORDANTreasurer-$0--
JEFF CHANGBoard Member-$0--
AVNI SHAHBoard Member-$0--
ANNE MARIE GALLAGHERSecretary-$0--
KATHLEEN FRASERBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Carb Dm Inc
EIN
45-2901508
Phone
6504644236
Address
1066 LEONELLO AVENUE, LOS ALTOS, CA 94024

Signing Officer

Name
Tamar Sofer-geri
Title
Executive Director
Phone
6504644236
Signed
2018-01-12
Discuss with paid preparer
Yes

Preparer

Firm
Wheeler Accountants Llp
Address
1475 SARATOGA AVE STE 100, SAN JOSE, CA 95129-4951
Preparer
Michael J Bryant CPA
Phone
4082521800
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses advertising & marketing 3,220 office expenses 30,527 travel 5,480 conferences 1,798 insurance 2,229 professional development 1,127 payroll processing fees 2,745 bank charges 105 total 47,231”

Form 990-ez, Part II, Line 24

“Prepaid expenses and deferred charges 0 2,913 total 0 2,913”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 12,605 5,760”

Form 990-ez, Part III

“The organization's mission is to build a supportive community that improves the quality of life of and health of all those affected by type 1 diabetes.”

Raw XML Appendix159 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD PRESID
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990ScheduleA/CollegeOrganizationInd0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING & MARKETING 3,220 OFFICE EXPENSES 30,527 TRAVEL 5,480 CONFERENCES 1,798 INSURANCE 2,229 PROFESSIONAL DEVELOPMENT 1,127 PAYROLL PROCESSING FEES 2,745 BANK CHARGES 105 TOTAL 47,231
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PREPAID EXPENSES AND DEFERRED CHARGES 0 2,913 TOTAL 0 2,913
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 12,605 5,760
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S MISSION IS TO BUILD A SUPPORTIVE COMMUNITY THAT IMPROVES THE QUALITY OF LIFE OF AND HEALTH OF ALL THOSE AFFECTED BY TYPE 1 DIABETES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02018-03-14 21:41:22Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0TAMAR SOFER-GERI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06504644236
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARB DM INC
ReturnHeader/Filer/BusinessNameControlTxt0CARB
ReturnHeader/Filer/EIN0452901508
ReturnHeader/Filer/PhoneNum06504644236
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01475 SARATOGA AVE STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN JOSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0951294951
ReturnHeader/PreparerPersonGrp/PhoneNum04082521800
ReturnHeader/PreparerPersonGrp/PreparationDt02018-01-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J BRYANT CPA
ReturnHeader/ReturnTs02018-01-19T17:54:38-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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