Civic Intelligence

Carlos Fund

990PF • Fiscal year 2016 • EIN 46-1592888

Jan 01, 2016 to Dec 31, 2016 • Filed on May 12, 2017

Organization Profile
PO Box 483Laguna Beach, CA 92652-0483

(847) 345-7255

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

94th percentile

70%

Higher net margin than 94% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

76th percentile

10%

Faster asset growth than 76% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

91st percentile

76%

Faster revenue growth than 91% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$4,324,108

Up $407,741 (+10%) from 2015

Net Assets

Up

$4,324,108

Up $407,741 (+10%) from 2015

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin94th percentile

Revenue

Up

$584,800

Up $252,929 (+76%) from 2015

Expenses

Down

$177,059

Down $20,165 (-10%) from 2015

Net Income

Up

$407,741

Up $273,094 (+203%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$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

2016

Assets$4,324,108
Liabilities$0
Net Assets$4,324,108
Open 2016 Filing

Operations Trend

Revenue Growth91st percentile

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

2016

Revenue$584,800
Expenses$177,059
Net Income$407,741
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 12, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIAN MACKDirectorPT$0--
AMY MACKDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
CARLO'S FUND
EIN
46-1592888
Phone
8473457255
Address
PO BOX 483, LAGUNA BEACH, CA 92652-0483

Signing Officer

Name
Amy Mack
Title
Director
Phone
8473457255
Signed
2017-05-12
Discuss with paid preparer
Yes

Preparer

Firm
The Walter B Mandell Group
Address
PO BOX 25176, LOS ANGELES, CA 90025
Preparer
Walter B Mandell
Phone
3236513000
Raw XML Appendix346 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/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BEVERLY HILLS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd090211
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum03236513000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JULIAN MACK
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1AMY MACK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1150575
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE CONTRIBUTIONCHARITABLE CONTRIBUTIONCHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE CONTRIBUTIONCHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0PAWS CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1PUG NATION RESCUE OF LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2START RESCUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01997 N CLYBOURN AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 270
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 4792
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1TORRANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2VALLEY VILLAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060614
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd190507
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd291617
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0163075
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt014551
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0148524
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0207239
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0163075
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0192688
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0148524
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CANINE INSTITUTE COSTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PROFESSIONAL FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04664
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt160
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22532
TaxesSchedule/TaxesDetail/Amt0105
TaxesSchedule/TaxesDetail/Amt16623
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES AND FEES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY MACK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08473457255
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARLO'S FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O JULIAN & AMY MACK
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/ZIPCd0926520483
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0869C26149D27591E65F6C4D455EBDF89410E3E96
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03577AD49FB6787FDE6CD2489639A095FCBE35B31
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0172.91.187.13
ReturnHeader/FilingSecurityInformation/IPDt02017-05-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm014:42:22
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201287984
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE WALTER B MANDELL GROUP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 25176
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090025
ReturnHeader/PreparerPersonGrp/PhoneNum03236513000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WALTER B MANDELL
ReturnHeader/ReturnTs02017-05-12T17:44:03-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,324,108
Liabilities
$0
Net assets
$4,324,108
Revenue
$584,800
Expenses
$177,059
Net income
$407,741
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