Civic Intelligence

Carrico Family Foundation

EIN 46-1237162 • Medford, OR

839 Alder Creek DrMedford, OR 97504-8900
Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

24th percentile

0.02x

Higher debt load relative to revenue than 24% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Net Margin

19th percentile

-11%

Higher net margin than 19% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$25M-$50M nonprofits • Source year 2024

Asset Growth

45th percentile

3.4%

Faster asset growth than 45% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

67th percentile

17%

Faster revenue growth than 67% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$30,267,866

Up $984,356 (+3.4%) from 2023

Liabilities

Up

$84,763

Up $41,792 (+97%) from 2023

Net Assets

Up

$30,183,103

Up $942,564 (+3.2%) from 2023

Operations
Liabilities / Revenue24th percentileNet Margin19th percentile

Revenue

Up

$3,829,354

Up $563,390 (+17%) from 2023

Expenses

Up

$4,247,700

Up $82,826 (+2.0%) from 2023

Net Income

Up

-$418,346

Up $480,564 (+53%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

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

$40M$30M$20M$10M$0Assets 2012: $17,510Liabilities 2012: $02012Assets 2013: $25,600,237Liabilities 2013: $791Net Assets 2013: $25,599,4462013Assets 2014: $23,906,056Liabilities 2014: $886Net Assets 2014: $23,905,1702014Assets 2015: $32,745,335Liabilities 2015: $17,675Net Assets 2015: $32,727,6602015Assets 2016: $32,477,394Liabilities 2016: $17,969Net Assets 2016: $32,459,4252016Assets 2017: $33,313,748Liabilities 2017: $24,418Net Assets 2017: $33,289,3302017Assets 2018: $30,174,496Liabilities 2018: $27,310Net Assets 2018: $30,147,1862018Assets 2019: $31,764,005Liabilities 2019: $119,3732019Assets 2020: $31,824,496Liabilities 2020: $113,275Net Assets 2020: $31,711,2212020Assets 2021: $33,120,720Liabilities 2021: $102,091Net Assets 2021: $33,018,6292021Assets 2022: $28,760,229Liabilities 2022: $50,977Net Assets 2022: $28,709,2522022Assets 2023: $29,283,510Liabilities 2023: $42,971Net Assets 2023: $29,240,5392023Assets 2024: $30,267,866Liabilities 2024: $84,763Net Assets 2024: $30,183,1032024

Highlighted filing

2024

Assets$30,267,866
Liabilities$84,763
Net Assets$30,183,103
Open 2024 Filing

Operations Trend

Revenue Growth67th percentile

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2012: $25,000Expenses 2012: $7,490Net Income 2012: $17,5102012Revenue 2013: $90,319Expenses 2013: $126,404Net Income 2013: -$36,0852013Revenue 2014: $3,549,871Expenses 2014: $738,887Net Income 2014: $2,810,9842014Revenue 2015: $1,180,339Expenses 2015: $1,595,090Net Income 2015: -$414,7512015Revenue 2016: $1,423,865Expenses 2016: $1,791,384Net Income 2016: -$367,5192016Revenue 2017: $1,602,382Expenses 2017: $1,840,687Net Income 2017: -$238,3052017Revenue 2018: $840,890Expenses 2018: $2,874,053Net Income 2018: -$2,033,1632018Revenue 2019: $2,044,165Expenses 2019: $2,937,661Net Income 2019: -$893,4962019Revenue 2020: $2,866,344Expenses 2020: $4,161,704Net Income 2020: -$1,295,3602020Revenue 2021: $4,067,868Expenses 2021: $3,966,763Net Income 2021: $101,1052021Revenue 2022: $3,117,824Expenses 2022: $4,218,405Net Income 2022: -$1,100,5812022Revenue 2023: $3,265,964Expenses 2023: $4,164,874Net Income 2023: -$898,9102023Revenue 2024: $3,829,354Expenses 2024: $4,247,700Net Income 2024: -$418,3462024

Highlighted filing

2024

Revenue$3,829,354
Expenses$4,247,700
Net Income-$418,346
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,267,866
Liabilities
$84,763
Net assets
$30,183,103
Revenue
$3,829,354
Expenses
$4,247,700
Net income
-$418,346
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$30.3$0.08$30.2$3.83$4.25$0.42
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.3$0.04$29.2$3.27$4.16$0.90
2022Detailed filing. Detailed filing data is available for this year.$28.8$0.05$28.7$3.12$4.22$1.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.1$0.10$33.0$4.07$3.97$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.8$0.11$31.7$2.87$4.16$1.30
2019Summary only. Only limited summary data is available for this year.$31.8$0.12$2.04$2.94$0.89
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.2$0.03$30.1$0.84$2.87$2.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.3$0.02$33.3$1.60$1.84$0.24
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.5$0.02$32.5$1.42$1.79$0.37
2015Detailed filing. Detailed filing data is available for this year.$32.7$0.02$32.7$1.18$1.60$0.41
2014Detailed filing. Detailed filing data is available for this year.$23.9$0.00$23.9$3.55$0.74$2.81
2013Detailed filing. Detailed filing data is available for this year.$25.6$0.00$25.6$0.09$0.13$0.04
2012Summary only. Only limited summary data is available for this year.$0.02$0.00$0.03$0.01$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MAGNA CARRICO LOWMANDirector/PresidentPT$0--
MONTE D WILLIAMSDirector/Secretary-$0--
JAMES GRANTLANDDirector-$0--
Filing and Contact Details

Filer

Filer Name
Carrico Family Foundation
EIN
46-1237162
Phone
5417797641
Address
839 ALDER CREEK DR, MEDFORD, OR 97504-8900

Signing Officer

Name
Magna O Carrico Lowman
Title
President
Phone
5417797641
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Isler Medford LLC
Address
839 ALDER CREEK DR, MEDFORD, OR 97504
Preparer
Monte Williams
Phone
5417797641
Raw XML AppendixShowing 400 of 921 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
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1839 ALDER CREEK DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2839 ALDER CREEK DR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt24GENERAL FUNDGENERAL FUND, FIRE RELIEF FUND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ALS ASSOC OF OR AND SW WA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6BRITT FESTIVALS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7ASHLAND FAMILY YMCA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9ASHLAND SCHOOL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10CHILDRENS ADVOCACY CTR OF JACKSON CNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11ART PRESENCE INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12COMPASS HOUSE INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13CONSUMER CREDIT COUNSELING OF SOUTHERN OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14DOGS FOR BETTER LIVES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15CRATER LAKE ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16CRATERIAN PERFORMANCES

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