Civic Intelligence

Carleton Ultimate Fund

990EZ • Fiscal year 2022 • EIN 45-4779761

Jan 01, 2022 to Dec 31, 2022 • Filed on Feb 21, 2023

913 4th St ENorthfield, MN 55057-2321

(508) 353-3407

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

54th percentile

7.1%

Higher net margin than 54% of similar nonprofits.

2022 filings • 501(c)3 • <$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 • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

59th percentile

7.4%

Faster asset growth than 59% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

35th percentile

-6.2%

Faster revenue growth than 35% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$65,666

Up $4,533 (+7.4%) from 2021

Net Assets

Up

$65,666

Up $4,533 (+7.4%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$63,996

Down $4,195 (-6.2%) from 2021

Expenses

Up

$59,463

Up $25,421 (+75%) from 2021

Net Income

Down

$4,533

Down $29,616 (-87%) from 2021

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2012: $21,546Liabilities 2012: $02012Assets 2019: $49,242Net Assets 2019: $49,2422019Assets 2020: $26,985Net Assets 2020: $26,9852020Assets 2021: $61,133Net Assets 2021: $61,1332021Assets 2022: $65,666Net Assets 2022: $65,6662022Assets 2023: $54,733Net Assets 2023: $54,7332023Assets 2024: $97,963Liabilities 2024: $0Net Assets 2024: $97,9632024Assets 2025: $132,501Net Assets 2025: $132,5012025

Highlighted filing

2022

Assets$65,666
Liabilities-
Net Assets$65,666

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2012: $30,252Expenses 2012: $8,706Net Income 2012: $21,5462012Revenue 2019: $64,135Expenses 2019: $70,088Net Income 2019: -$5,9532019Revenue 2020: $59,021Expenses 2020: $81,278Net Income 2020: -$22,2572020Revenue 2021: $68,191Expenses 2021: $34,042Net Income 2021: $34,1492021Revenue 2022: $63,996Expenses 2022: $59,463Net Income 2022: $4,5332022Revenue 2023: $71,950Expenses 2023: $82,883Net Income 2023: -$10,9332023Revenue 2024: $97,516Expenses 2024: $54,286Net Income 2024: $43,2302024Revenue 2025: $109,803Expenses 2025: $86,775Net Income 2025: $23,0282025

Highlighted filing

2022

Revenue$63,996
Expenses$59,463
Net Income$4,533
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Feb 21, 2023
Return Version
2022v4.1
Gross Receipts
$63,996
Mission and Program Overview

Mission

To support the intercollegiate ultimate frisbee club teams at Carleton College

Support for Carleton College Ultimate Frisbee teams and youth ultimate.

Program Services

DescriptionGrantsExpenses
Support to team budget of the Men's Division I Ultimate Frisbee team.$21,000$21,000
Support to team budget of the Women's Division I Ultimate Frisbee team.$21,000$21,000
Contributions to Carleton College Endowment Fund to help fund the college's intercollegiate ultimate frisbee clubs.$15,000$15,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jacob GoldsteinChair-$0--
Joe CesarioSecretary-$0--
Linnea CarlsonBoard Member-$0--
Katie CiagloBoard Member-$0--
Scott HirschbergBoard Member-$0--
Simon JohansenBoard Member-$0--
Miranda KnowlesBoard Member-$0--
Chase Sparling-BeckleyBoard Member-$0--
Ted WeldonBoard Member-$0--
Chris BordenTreasurer-$0--
Governance and Compliance

Governance Explanations

Part VI, line 49A

| Name of Grantee:, Class of Activity:, Explanation:| Carleton College, Support to Carleton College's Men's and Women's Ultimate frisbee teams, Checks made payable to Carleton College for 2022 ultimate frisbee season| Carleton College, Gift to Carleton College Endowment restricted for use of Men's and Women's Ultimate frisbee teams, Check paid to Carleton College and restricted to the college endowment fund|

Filing and Contact Details

Filer

Filer Name
Carleton Ultimate Fund
EIN
45-4779761
In Care Of
% Chris Borden
Address
913 4TH ST E, NORTHFIELD, MN 55057-2321

Signing Officer

Name
Christopher S Borden
Title
Treasurer
Signed
2023-02-21
Discuss with paid preparer
No
Supplemental Narrative

Additional Explanations

Part I, line 10

| Activity:, Grantee Name:, Grantee Address:, Amount:, Relationship:| Support to Carleton College's Men's and Women's Ultimate frisbee teams, Carleton College, "North College St Northfiled MN 55057", $42000.00, None| Gift to Carleton College Endowment restricted for use of Men's and Women's Ultimate frisbee teams, Carleton College, "North College St Norhtfield MN 55057", $15000.00, None|

Part I, line 16

| Other Expenses:, Amount:| PayPal Fees, $1256.00| miscellaneous, $1207.00|

Raw XML Appendix179 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Chris Borden
IRS990EZ/BooksInCareOfDetail/PhoneNum05083533407
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0292 Mossman Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Sudbury
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001776
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt061133
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt065666
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt063996
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04533
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt061133
IRS990EZ/Form990TotalAssetsGrp/EOYAmt065666
IRS990EZ/GrantsAndSimilarAmountsPaidAmt057000
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt063996
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/InfoInScheduleOPartVIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt061133
IRS990EZ/NetAssetsOrFundBalancesEOYAmt065666
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt061133
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt065666
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt92
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jacob Goldstein
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Joe Cesario
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Linnea Carlson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Katie Ciaglo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Scott Hirschberg
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Simon Johansen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Miranda Knowles
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Chase Sparling-Beckley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Ted Weldon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Chris Borden
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Board member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt02463
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support for Carleton College Ultimate Frisbee teams and youth ultimate.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Contributions to Carleton College Endowment Fund to help fund the college's intercollegiate ultimate frisbee clubs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Support to team budget of the Men's Division I Ultimate Frisbee team.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Support to team budget of the Women's Division I Ultimate Frisbee team.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt015000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt121000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt221000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt121000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt221000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt059463
IRS990EZ/TotalProgramServiceExpensesAmt057000
IRS990EZ/TotalRevenueAmt063996
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0true
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/CollegeOrganizationInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt031996
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt068191
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0100187
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt00
IRS990ScheduleA/PublicSupportCY170Pct00.756
IRS990ScheduleA/PublicSupportPY170Pct00.00
IRS990ScheduleA/PublicSupportTotal170Amt075740
IRS990ScheduleA/SubstantialContributorsTotAmt024447
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt031996
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt068191
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0100187
IRS990ScheduleA/TotalSupportAmt0100187
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Activity:, Grantee Name:, Grantee Address:, Amount:, Relationship:| Support to Carleton College's Men's and Women's Ultimate frisbee teams, Carleton College, "North College St Northfiled MN 55057", $42000.00, None| Gift to Carleton College Endowment restricted for use of Men's and Women's Ultimate frisbee teams, Carleton College, "North College St Norhtfield MN 55057", $15000.00, None|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Other Expenses:, Amount:| PayPal Fees, $1256.00| miscellaneous, $1207.00|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Name of Grantee:, Class of Activity:, Explanation:| Carleton College, Support to Carleton College's Men's and Women's Ultimate frisbee teams, Checks made payable to Carleton College for 2022 ultimate frisbee season| Carleton College, Gift to Carleton College Endowment restricted for use of Men's and Women's Ultimate frisbee teams, Check paid to Carleton College and restricted to the college endowment fund|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part VI, line 49a
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Christopher S Borden
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARLETON ULTIMATE FUND
ReturnHeader/Filer/BusinessNameControlTxt0CARL
ReturnHeader/Filer/EIN0454779761
ReturnHeader/Filer/ForeignPhoneNum05083533407
ReturnHeader/Filer/InCareOfNm0% Chris Borden
ReturnHeader/Filer/USAddress/AddressLine1Txt0913 4TH ST E
ReturnHeader/Filer/USAddress/CityNm0NORTHFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd0550572321
ReturnHeader/ReturnTs02023-02-21T05:55:38-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings