Civic Intelligence

Carb DM Inc

990EZ • Fiscal year 2017 • EIN 45-2901508

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 12, 2018

Organization ProfileCARBDM.ORG
1066 Leonello AvenueLos Altos, CA 94024

(650) 464-4236

Siviq Scores

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

Liabilities / Assets

79th percentile

0.12x

Higher debt load relative to assets than 79% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

73rd percentile

0.03x

Higher debt load relative to revenue than 73% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

40th percentile

-0.3%

Higher net margin than 40% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

93rd percentile

$54,000

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 29.7% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

25th percentile

-13%

Faster asset growth than 25% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

51st percentile

1.7%

Faster revenue growth than 51% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$47,863

Down $7,324 (-13%) from 2016

Net Assets

$42,103

No earlier filing loaded for comparison.

Liabilities

Down

$5,760

Down $6,845 (-54%) from 2016

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin40th percentile

Revenue

Up

$181,743

Up $2,983 (+1.7%) from 2016

Expenses

Down

$182,222

Down $8,170 (-4.3%) from 2016

Net Income

Up

-$479

Up $11,153 (+96%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$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

2017

Assets$47,863
Liabilities$5,760
Net Assets$42,103
Open 2017 Filing

Operations Trend

Revenue Growth51st percentile

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

2017

Revenue$181,743
Expenses$182,222
Net Income-$479
Open 2017 Filing
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 Pay93rd percentile

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/BooksInCareOfDetail/USAddress/CityNm0LOS ALTOS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HEIKE FISHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MELISSA ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KAREN JORDAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TAMAR SOFER-GERI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JEFF CHANG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5AVNI SHAH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ANNE MARIE GALLAGHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KATHLEEN FRASER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD PRESID
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3EXECUTIVE DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02913
IRS990EZ/OtherExpensesTotalAmt047231
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE 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.
IRS990EZ/PrintingPublicationsPostageAmt01349
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0144526
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SalariesOtherCompEmplBnftAmt093917
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt05081
IRS990EZ/SpecialEventsNetIncomeLossAmt0-651
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt012605
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt05760
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0182222
IRS990EZ/TotalProgramServiceExpensesAmt0144526
IRS990EZ/TotalRevenueAmt0181743
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://CARBDM.ORG/
IRS990ScheduleA/CollegeOrganizationInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0147738
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0144262
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0125720
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0417720
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0417720
IRS990ScheduleA/TotalSupportAmt0417720
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
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
ReturnHeader/Filer/USAddress/AddressLine1Txt01066 LEONELLO AVENUE
ReturnHeader/Filer/USAddress/CityNm0LOS ALTOS
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ReturnHeader/Filer/USAddress/ZIPCd094024
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261508234
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WHEELER ACCOUNTANTS LLP
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$47,863
Liabilities
$5,760
Net assets
$42,103
Revenue
$181,743
Expenses
$182,222
Net income
-$479
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