Civic Intelligence

Jeffrey Carlton Charitable Foundation Udt Dated April 10 2009

990PF • Fiscal year 2018 • EIN 47-3812344

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 11, 2019

Organization Profile
9512 Dodson WayVilla Park, CA 92861

(714) 488-2656

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

Higher debt load relative to assets than 5% of similar nonprofits.

2018 filings • $250M-$1B nonprofits • Source year 2018

Liabilities / Revenue

6th percentile

0.01x

Higher debt load relative to revenue than 6% of similar nonprofits.

2018 filings • $250M-$1B nonprofits • Source year 2018

Net Margin

1st percentile

-114%

Higher net margin than 1% of similar nonprofits.

2018 filings • $250M-$1B nonprofits • Source year 2018

Top Officer Pay

16th percentile

$279,373

Higher top officer pay than 16% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

2018 filings • $250M-$1B nonprofits • Source year 2018

Asset Growth

5th percentile

-12%

Faster asset growth than 5% of similar nonprofits.

2018 filings • $250M-$1B nonprofits • Annualized from 2017 to 2018

Revenue Growth

3rd percentile

-48%

Faster revenue growth than 3% of similar nonprofits.

2018 filings • $250M-$1B nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets5th percentile

Assets

Down

$251,566,056

Down $34,742,997 (-12%) from 2017

Net Assets

Down

$251,500,209

Down $34,737,884 (-12%) from 2017

Liabilities

Down

$65,847

Down $5,113 (-7.2%) from 2017

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin1st percentile

Revenue

Down

$7,209,820

Down $6,680,635 (-48%) from 2017

Expenses

Up

$15,429,890

Up $1,883,670 (+14%) from 2017

Net Income

Down

-$8,220,070

Down $8,564,305 (-2488%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$400M$300M$200M$100M$0Assets 2015: $239,359,636Liabilities 2015: $63,1482015Assets 2016: $253,278,186Liabilities 2016: $62,209Net Assets 2016: $253,215,9772016Assets 2017: $286,309,053Liabilities 2017: $70,960Net Assets 2017: $286,238,0932017Assets 2018: $251,566,056Liabilities 2018: $65,847Net Assets 2018: $251,500,2092018Assets 2019: $281,746,987Liabilities 2019: $69,399Net Assets 2019: $281,677,5882019Assets 2020: $292,980,360Liabilities 2020: $69,542Net Assets 2020: $292,910,8182020Assets 2021: $321,063,447Liabilities 2021: $79,499Net Assets 2021: $320,983,9482021Assets 2022: $263,075,872Liabilities 2022: $66,971Net Assets 2022: $263,008,9012022Assets 2023: $284,976,446Liabilities 2023: $1,290,9652023Assets 2024: $300,598,025Liabilities 2024: $1,621,599Net Assets 2024: $298,976,4262024

Highlighted filing

2018

Assets$251,566,056
Liabilities$65,847
Net Assets$251,500,209
Open 2018 Filing

Operations Trend

Revenue Growth3rd percentile

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

$300M$200M$100M$0-$100MRevenue 2015: $258,177,324Expenses 2015: $10,657,275Net Income 2015: $247,520,0492015Revenue 2016: $18,782,849Expenses 2016: $12,995,914Net Income 2016: $5,786,9352016Revenue 2017: $13,890,455Expenses 2017: $13,546,220Net Income 2017: $344,2352017Revenue 2018: $7,209,820Expenses 2018: $15,429,890Net Income 2018: -$8,220,0702018Revenue 2019: $6,959,593Expenses 2019: $16,035,801Net Income 2019: -$9,076,2082019Revenue 2020: $7,778,728Expenses 2020: $16,412,376Net Income 2020: -$8,633,6482020Revenue 2021: $9,236,151Expenses 2021: $18,497,604Net Income 2021: -$9,261,4532021Revenue 2022: $6,298,422Expenses 2022: $16,592,489Net Income 2022: -$10,294,0672022Revenue 2023: $8,753,172Expenses 2023: $18,288,051Net Income 2023: -$9,534,8792023Revenue 2024: $9,516,957Expenses 2024: $17,472,620Net Income 2024: -$7,955,6632024

Highlighted filing

2018

Revenue$7,209,820
Expenses$15,429,890
Net Income-$8,220,070
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 11, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL BUXTONTrusteeFT$279,373-$279,373
Filing and Contact Details

Filer

Filer Name
Jeffrey Carlton Charitable Foundation
EIN
47-3812344
Phone
7144882656
Address
9512 DODSON WAY, VILLA PARK, CA 92861

Signing Officer

Name
Michael Buxton
Title
Trustee
Phone
7144882656
Signed
2019-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
695 TOWN CENTER DRIVE SUITE 1000, COSTA MESA, CA 92626
Preparer
Bina Patel
Phone
7144367100
Raw XML Appendix363 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0239615084
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt013630229
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt013703243
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IRS990PF/DistributableAmountGrp/TotalTaxAmt073014
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0262770345
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04173577
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IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd01
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03750000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13750000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt23750000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt33750000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO SUPPORT AND FURTHER ITS EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO SUPPORT AND FURTHER ITS EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO SUPPORT AND FURTHER ITS EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO SUPPORT AND FURTHER ITS EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HOAG HOSPITAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1PARALYZED VETERANS OF AMERICA NATIONAL HEADQUARTERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2PRINCIPLES INC DBA IMPACT DRUG AND ALCOHOL TREATMENT CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ST JUDE CHILDREN'S RESEARCH HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0ONE HOAG DRIVE BUILDING 44 SUITE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1801 EIGHTEENTH STREET NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 93607
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3262 DANNY THOMAS PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEWPORT BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PASADENA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MEMPHIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092663
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1200063517
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd291109
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd338105
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015000000
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/AppliedToCurrentYearAmt013630229
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013630229
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0782558
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03099305
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05436838
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01554975
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0782558
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03099305
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015185204
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01554975
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05436838
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03881863
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0PRESS FORGE COMPANY
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt09512 DODSON WAY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0VILLA PARK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd092861
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt034218
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt07385
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt014769
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt07385
OtherDecreasesSchedule/OtherDecreasesDetail/Amt026517814
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED GAIN/LOSS ON SECURITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01415
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1245
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01415
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1245
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PARTNERSHIP INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1965(A) INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0122982
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt11514
TaxesSchedule/TaxesDetail/Amt071370
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL BUXTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07144882656
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JEFFREY CARLTON CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JEFF
ReturnHeader/Filer/EIN0473812344
ReturnHeader/Filer/PhoneNum07144882656
ReturnHeader/Filer/USAddress/AddressLine1Txt09512 DODSON WAY
ReturnHeader/Filer/USAddress/CityNm0VILLA PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092861
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId087DB4FFEC0637B039E2FB2FD960410C81AE80F2F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.219.0.140
ReturnHeader/FilingSecurityInformation/IPDt02019-11-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MS
ReturnHeader/FilingSecurityInformation/IPTm011:36:40
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861065772
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DELOITTE TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0695 TOWN CENTER DRIVE SUITE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COSTA MESA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092626
ReturnHeader/PreparerPersonGrp/PhoneNum07144367100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BINA PATEL
ReturnHeader/ReturnTs02019-11-12T09:10:42-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$251,566,056
Liabilities
$65,847
Net assets
$251,500,209
Revenue
$7,209,820
Expenses
$15,429,890
Net income
-$8,220,070
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$301$1.62$299$9.52$17.5$7.96
2023Summary only. Only limited summary data is available for this year.$285$1.29$8.75$18.3$9.53
2022Detailed filing. Detailed filing data is available for this year.$263$0.07$263$6.30$16.6$10.3
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$321$0.08$321$9.24$18.5$9.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$293$0.07$293$7.78$16.4$8.63
2019Detailed filing. Detailed filing data is available for this year.$282$0.07$282$6.96$16.0$9.08
2018Detailed filing. Detailed filing data is available for this year.$252$0.07$252$7.21$15.4$8.22
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$286$0.07$286$13.9$13.5$0.34
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$253$0.06$253$18.8$13.0$5.79
2015Summary only. Only limited summary data is available for this year.$239$0.06$258$10.7$248