Civic Intelligence

Carlos Fund

990PF • Fiscal year 2023 • EIN 46-1592888

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 14, 2024

Organization Profile
PO Box 483Laguna Beach, CA 92652

(847) 345-7255

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

77th percentile

25%

Higher net margin than 77% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

75th percentile

15%

Faster asset growth than 75% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$4,639,139

Up $589,578 (+15%) from 2022

Net Assets

Up

$4,098,859

Up $49,298 (+1.2%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin77th percentile

Revenue

Up

$186,906

Up $277,999 (+305%) from 2022

Expenses

Down

$140,497

Down $30,558 (-18%) from 2022

Net Income

Up

$46,409

Up $308,557 (+118%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth75th 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

2023

Assets$4,639,139
Liabilities$1
Net Assets$4,098,859
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2023

Revenue$186,906
Expenses$140,497
Net Income$46,409
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay46th 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
2024-11-14
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 Appendix283 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President & Dir
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd092652
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0150000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0166
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt120642
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt2365
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt3600
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PO BOX RENTAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PROPERTY INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PROPERTY OTHER MAINTENANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3PROPERTY UTILITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0166
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt120642
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2365
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3600
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02889
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0STATE REFUND
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt0506
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0506
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TAX PREPARATION
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt01100
TaxesSchedule/TaxesDetail/Amt111593
TaxesSchedule/TaxesDetail/Amt225
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1PROPERTY TAX
TaxesSchedule/TaxesDetail/CategoryTxt2STATE FILING FEES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01100
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt111593
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt225
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY MACK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP, SECRETARY
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
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/ReturnTs02024-11-14T16:55:41-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,639,139
Liabilities
$1
Net assets
$4,098,859
Revenue
$186,906
Expenses
$140,497
Net income
$46,409
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