Civic Intelligence

Carlo'S Fund

EIN 46-1592888 • Laguna Beach, CA

PO Box 483Laguna Beach, CA 92652
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$5M-$10M nonprofits • Source year 2024

Net Margin

98th percentile

98%

Higher net margin than 98% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2024

Asset Growth

93rd percentile

51%

Faster asset growth than 93% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

975%

Faster revenue growth than 98% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$7,021,195

Up $2,382,056 (+51%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$7,021,195

Up $2,922,336 (+71%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin98th percentile

Revenue

Up

$2,008,685

Up $1,821,779 (+975%) from 2023

Expenses

Down

$41,435

Down $99,062 (-71%) from 2023

Net Income

Up

$1,967,250

Up $1,920,841 (+4139%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth93rd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $3,000,000Liabilities 2012: $02012Assets 2013: $3,795,622Liabilities 2013: $1Net Assets 2013: $3,795,6222013Assets 2014: $3,781,720Liabilities 2014: $1Net Assets 2014: $3,781,7202014Assets 2015: $3,916,367Liabilities 2015: $1Net Assets 2015: $3,916,3672015Assets 2016: $4,324,108Liabilities 2016: $0Net Assets 2016: $4,324,1082016Assets 2017: $4,140,352Liabilities 2017: $0Net Assets 2017: $4,140,3522017Assets 2018: $4,119,941Liabilities 2018: $203,976Net Assets 2018: $3,915,9652018Assets 2019: $4,118,573Liabilities 2019: $1Net Assets 2019: $4,118,5732019Assets 2020: $4,314,991Liabilities 2020: $1Net Assets 2020: $4,314,9912020Assets 2021: $4,281,230Liabilities 2021: $1Net Assets 2021: $4,281,2302021Assets 2022: $4,049,561Liabilities 2022: $1Net Assets 2022: $4,049,5612022Assets 2023: $4,639,139Liabilities 2023: $1Net Assets 2023: $4,098,8592023Assets 2024: $7,021,195Liabilities 2024: $0Net Assets 2024: $7,021,1952024

Highlighted filing

2024

Assets$7,021,195
Liabilities$0
Net Assets$7,021,195
Open 2024 Filing

Operations Trend

Revenue Growth98th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2012: $3,000,000Expenses 2012: $0Net Income 2012: $3,000,0002012Revenue 2013: $938,821Expenses 2013: $143,199Net Income 2013: $795,6222013Revenue 2014: $84,783Expenses 2014: $98,685Net Income 2014: -$13,9022014Revenue 2015: $331,871Expenses 2015: $197,224Net Income 2015: $134,6472015Revenue 2016: $584,800Expenses 2016: $177,059Net Income 2016: $407,7412016Revenue 2017: $13,207Expenses 2017: $196,963Net Income 2017: -$183,7562017Revenue 2018: $34,985Expenses 2018: $259,372Net Income 2018: -$224,3872018Revenue 2019: $245,084Expenses 2019: $42,476Net Income 2019: $202,6082019Revenue 2020: $242,841Expenses 2020: $46,423Net Income 2020: $196,4182020Revenue 2021: $21,957Expenses 2021: $55,718Net Income 2021: -$33,7612021Revenue 2022: -$91,093Expenses 2022: $171,055Net Income 2022: -$262,1482022Revenue 2023: $186,906Expenses 2023: $140,497Net Income 2023: $46,4092023Revenue 2024: $2,008,685Expenses 2024: $41,435Net Income 2024: $1,967,2502024

Highlighted filing

2024

Revenue$2,008,685
Expenses$41,435
Net Income$1,967,250
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$7,021,195
Liabilities
$0
Net assets
$7,021,195
Revenue
$2,008,685
Expenses
$41,435
Net income
$1,967,250
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.02$0.00$7.02$2.01$0.04$1.97
2023Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.10$0.19$0.14$0.05
2022Detailed filing. Detailed filing data is available for this year.$4.05$0.00$4.05$0.09$0.17$0.26
2021Detailed filing. Detailed filing data is available for this year.$4.28$0.00$4.28$0.02$0.06$0.03
2020Detailed filing. Detailed filing data is available for this year.$4.31$0.00$4.31$0.24$0.05$0.20
2019Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$0.25$0.04$0.20
2018Detailed filing. Detailed filing data is available for this year.$4.12$0.20$3.92$0.03$0.26$0.22
2017Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.01$0.20$0.18
2016Detailed filing. Detailed filing data is available for this year.$4.32$0.00$4.32$0.58$0.18$0.41
2015Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.33$0.20$0.13
2014Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.08$0.10$0.01
2013Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$0.94$0.14$0.80
2012Summary only. Only limited summary data is available for this year.$3.00$0.00$3.00$0.00$3.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIAN MACKPresident & Director-$0--
AMY MACKVP, SecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Carlos Fund
EIN
46-1592888
Phone
8473457255
Address
PO BOX 483, LAGUNA BEACH, CA 92652

Signing Officer

Name
Amy Mack
Title
VP, Secretary
Signed
2025-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Stuart Levy CPA Apc
Address
3848 WEST CARSON STREET SUITE 220, TORRANCE, CA 90503
Preparer
Stuart Levy
Phone
3105401736
Raw XML Appendix271 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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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0145006
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt053952
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02774
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01314
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01314
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01563401
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01356169
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0145006
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt053952
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02774
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05500
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01564715
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01559215
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0170
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt112387
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PO BOX RENTAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PROPERTY INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0170
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt112387
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0414806
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CHANGES ON INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt04428
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04428
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TAX PREPARATION
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0336
TaxesSchedule/TaxesDetail/Amt1825
TaxesSchedule/TaxesDetail/Amt217714
TaxesSchedule/TaxesDetail/Amt375
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt2PROPERTY TAX
TaxesSchedule/TaxesDetail/CategoryTxt3STATE FILING FEES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0336
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1825
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt217714
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt375
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY MACK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP, SECRETARY
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/DisasterReliefTxt0154
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARLOS FUND
ReturnHeader/Filer/BusinessNameControlTxt0CARL
ReturnHeader/Filer/EIN0461592888
ReturnHeader/Filer/PhoneNum08473457255
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 483
ReturnHeader/Filer/USAddress/CityNm0LAGUNA BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092652
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954557881
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STUART LEVY CPA APC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03848 WEST CARSON STREET SUITE 220
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TORRANCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090503
ReturnHeader/PreparerPersonGrp/PhoneNum03105401736
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STUART LEVY
ReturnHeader/ReturnTs02025-11-13T12:20:40-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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