Civic Intelligence

Carson Foundation Inc

990EZ • Fiscal year 2018 • EIN 46-0877509

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 04, 2019

406 E Elm StCarson City, MI 48811

(989) 584-6211

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Higher debt load relative to assets than 57% of similar nonprofits.

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

Liabilities / Revenue

57th percentile

0.00x

Higher debt load relative to revenue than 57% of similar nonprofits.

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

Net Margin

79th percentile

23%

Higher net margin than 79% of similar nonprofits.

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

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.

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

Asset Growth

44th percentile

-0.8%

Faster asset growth than 44% of similar nonprofits.

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

Revenue Growth

25th percentile

-19%

Faster revenue growth than 25% of similar nonprofits.

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

Assets

Down

$472,633

Down $3,897 (-0.8%) from 2017

Net Assets

Down

$472,620

Down $3,910 (-0.8%) from 2017

Liabilities

Up

$13

Up $13 from 2017

Revenue

Down

$57,269

Down $13,521 (-19%) from 2017

Expenses

Up

$44,212

Up $28,825 (+187%) from 2017

Net Income

Down

$13,057

Down $42,346 (-76%) from 2017

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2012: $40,907Liabilities 2012: $02012Assets 2013: $131,863Liabilities 2013: $0Net Assets 2013: $131,8632013Assets 2014: $176,361Liabilities 2014: $0Net Assets 2014: $176,3612014Assets 2015: $350,527Liabilities 2015: $0Net Assets 2015: $350,5272015Assets 2016: $404,861Liabilities 2016: $10,821Net Assets 2016: $394,0402016Assets 2017: $476,530Liabilities 2017: $0Net Assets 2017: $476,5302017Assets 2018: $472,633Liabilities 2018: $13Net Assets 2018: $472,6202018Assets 2019: $565,908Liabilities 2019: $1,365Net Assets 2019: $564,5432019Assets 2020: $649,670Liabilities 2020: $2,725Net Assets 2020: $646,9452020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2018

Assets$472,633
Liabilities$13
Net Assets$472,620

Operations Trend

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

$200K$150K$100K$50K$0Revenue 2012: $40,907Expenses 2012: $0Net Income 2012: $40,9072012Revenue 2013: $90,956Expenses 2013: $0Net Income 2013: $90,9562013Revenue 2014: $50,411Expenses 2014: $5,913Net Income 2014: $44,4982014Revenue 2015: $179,098Expenses 2015: $4,932Net Income 2015: $174,1662015Revenue 2016: $76,585Expenses 2016: $33,072Net Income 2016: $43,5132016Revenue 2017: $70,790Expenses 2017: $15,387Net Income 2017: $55,4032017Revenue 2018: $57,269Expenses 2018: $44,212Net Income 2018: $13,0572018Revenue 2019: $76,806Expenses 2019: $28,196Net Income 2019: $48,6102019Revenue 2020: $58,872Expenses 2020: $6,448Net Income 2020: $52,4242020Revenue 2021: $0Expenses 2021: $0Net Income 2021: $02021

Highlighted filing

2018

Revenue$57,269
Expenses$44,212
Net Income$13,057
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 4, 2019
Return Version
2018v3.1
Gross Receipts
$64,450
Mission and Program Overview

Mission

The mission of the carson foundation is to enhance resources for high quality and accessible health care to the communities we serve, with integrity, through stewardship and philanthropy.

Program Services

DescriptionGrantsExpenses
FUNDRAISING EVENTS AND CAMPAIGNS TO SUPPORT THE MISSION OF ENHANCING RESOURCES FOR HIGH QUALITY AND ACCESSIBLE HEALTH CARE TO THE COMMUNITIES WE SERVE. CURRENT YEAR SUPPORT OF THE CARSON CARES AND COMMUNITY FUND INCLUDES PAYMENTS TO COMMUNITY ORGANIZATIONS FOR LIFE SAVING EQUIPMENT AND REHABILITATION.$43,745$43,745
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID FREESTONE MDDirector/Pre-$0--
NORA RYANDirector-$0--
ROBERT MYERSDirector-$0--
MATTHEW THOMPSONDirector-$0--
MICHELLE REYNAERTDirector-$0--
TINA RUDDDirector-$0--
CHRISTOPHER SHEMESTreasurer-$0--
SHELLY WEAVERSec/Exec Director-$0--
PAULA REICHLESr VP - CFO-$0--
NANCY FENNDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$10,571$10,571$1,813$8,758
Total Events$10,571$10,571$4,063$6,508
Filing and Contact Details

Filer

Filer Name
Carson Foundation Inc
EIN
46-0877509
Phone
9895846211
Address
406 E ELM ST, CARSON CITY, MI 48811

Signing Officer

Name
Paula Reichle
Title
Sr VP - CFO - Shs
Phone
9895846211
Signed
2019-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Andrews Hooper Pavlik Plc
Address
4295 OKEMOS RD STE 200, OKEMOS, MI 48864-6201
Preparer
Julie M Pfeifle
Phone
5177060800
Supplemental Narrative

Additional Explanations

Form 990-ez

All lines left blank are not applicable to the organization.

Form 990-ez, Part I, Line 10

Name: sparrow carson hospital address: 406 e elm street po box 879 carson city, mi 48811 cash contribution: 21,379 name: sparrow carson hospital address: 406 e elm street po box 879 carson city, mi 48811 cash contribution: 18,790

Form 990-ez, Part I, Line 16

Expenses office expenses 467 total 467

Form 990-ez, Part I, Line 20

Py adjustment - endowment fund 3,927 unrealized loss on investment -20,894

Form 990-ez, Part II, Line 24

Pledges receivable 1,986 7,471 less allowance 199 747 net 1,787 6,724 total 1,787 6,724

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 0 13

Form 990-ez, Part III

The mission of the carson foundation is to enhance resources for high quality and accessible health care to the communities we serve, with integrity, through stewardship and philanthropy.

Form 990-ez, Part III, Line 28

Fundraising events and campaigns to support the mission of enhancing resources for high quality and accessible health care to the communities we serve. Current year support of the carson cares and community fund includes payments to community organizations for life saving equipment and rehabilitation.

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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/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0CARSON FOUNDATION INC PROVIDED SUPPORT TO ORGANIZATIONS OTHER THAN ITS SUPPORTED ORGANIZATION. THROUGH ITS CARSON CARES AND COMMUNITY FUND, THE ORGANIZATION PROVIDED SUPPORT THAT INDIRECTLY BENEFITS THE SUPPORTED ORGANIZATION, SPARROW CARSON HOSPITAL. THE CARSON CARES AND COMMUNITY FUND PROVIDE SUPPORT TO INDIVIDUALS AND COMMUNITY ORGANIZATIONS WHICH ARE A PART OF THE CHARITABLE CLASSES SERVED BY SPARROW CARSON HOSPITAL.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL LINES LEFT BLANK ARE NOT APPLICABLE TO THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NAME: SPARROW CARSON HOSPITAL ADDRESS: 406 E ELM STREET PO BOX 879 CARSON CITY, MI 48811 CASH CONTRIBUTION: 21,379 NAME: SPARROW CARSON HOSPITAL ADDRESS: 406 E ELM STREET PO BOX 879 CARSON CITY, MI 48811 CASH CONTRIBUTION: 18,790
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES OFFICE EXPENSES 467 TOTAL 467
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PY ADJUSTMENT - ENDOWMENT FUND 3,927 UNREALIZED LOSS ON INVESTMENT -20,894
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PLEDGES RECEIVABLE 1,986 7,471 LESS ALLOWANCE 199 747 NET 1,787 6,724 TOTAL 1,787 6,724
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 13
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE MISSION OF THE CARSON FOUNDATION IS TO ENHANCE RESOURCES FOR HIGH QUALITY AND ACCESSIBLE HEALTH CARE TO THE COMMUNITIES WE SERVE, WITH INTEGRITY, THROUGH STEWARDSHIP AND PHILANTHROPY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FUNDRAISING EVENTS AND CAMPAIGNS TO SUPPORT THE MISSION OF ENHANCING RESOURCES FOR HIGH QUALITY AND ACCESSIBLE HEALTH CARE TO THE COMMUNITIES WE SERVE. CURRENT YEAR SUPPORT OF THE CARSON CARES AND COMMUNITY FUND INCLUDES PAYMENTS TO COMMUNITY ORGANIZATIONS FOR LIFE SAVING EQUIPMENT AND REHABILITATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART III, LINE 28
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT DURING THE YEAR RECEIVE ANY FUNDS, DIRECTLY OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT. THE ORGANIZATION DID NOT DURING THE YEAR PAY ANY PREMIUMS, DIRECTLY OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02020-03-31 21:24:44Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SR VP - CFO - SHS
ReturnHeader/BusinessOfficerGrp/PhoneNum09895846211
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ReturnHeader/Filer/EIN0460877509
ReturnHeader/Filer/PhoneNum09895846211
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ReturnHeader/FilingSecurityInformation/IPTm013:46:18
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OKEMOS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0488646201
ReturnHeader/PreparerPersonGrp/PhoneNum05177060800
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE M PFEIFLE
ReturnHeader/ReturnTs02019-11-14T13:46:18-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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