Civic Intelligence

The Carroll Family Foundation

EIN 47-5419613 • Irvine, CA

Pub. 78 Eligible
2102 Business Center DriveIrvine, CA 92612
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

86th percentile

40%

Higher net margin than 86% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

75th percentile

15%

Faster asset growth than 75% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

53rd percentile

0.4%

Faster revenue growth than 53% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$131,905

Up $16,720 (+15%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$131,905

Up $16,720 (+15%) from 2023

Revenue

Up

$42,194

Up $178 (+0.4%) from 2023

Expenses

Down

$25,474

Down $10,138 (-28%) from 2023

Net Income

Up

$16,720

Up $10,316 (+161%) from 2023

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2016: $101,648Liabilities 2016: $0Net Assets 2016: $101,6482016Assets 2017: $96,665Liabilities 2017: $0Net Assets 2017: $96,6652017Assets 2018: $77,520Liabilities 2018: $0Net Assets 2018: $77,5202018Assets 2019: $52,464Liabilities 2019: $0Net Assets 2019: $52,4642019Assets 2020: $75,566Liabilities 2020: $0Net Assets 2020: $75,5662020Assets 2021: $95,821Liabilities 2021: $0Net Assets 2021: $95,8212021Assets 2022: $108,781Liabilities 2022: $0Net Assets 2022: $108,7812022Assets 2023: $115,185Liabilities 2023: $0Net Assets 2023: $115,1852023Assets 2024: $131,905Liabilities 2024: $0Net Assets 2024: $131,9052024

Highlighted filing

2024

Assets$131,905
Liabilities$0
Net Assets$131,905

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2016: $102,850Expenses 2016: $20,018Net Income 2016: $82,8322016Revenue 2017: $30,000Expenses 2017: $34,983Net Income 2017: -$4,9832017Revenue 2018: $9,433Expenses 2018: $28,578Net Income 2018: -$19,1452018Revenue 2019: $27,060Expenses 2019: $52,116Net Income 2019: -$25,0562019Revenue 2020: $31,293Expenses 2020: $8,191Net Income 2020: $23,1022020Revenue 2021: $40,267Expenses 2021: $20,012Net Income 2021: $20,2552021Revenue 2022: $38,111Expenses 2022: $25,151Net Income 2022: $12,9602022Revenue 2023: $42,016Expenses 2023: $35,612Net Income 2023: $6,4042023Revenue 2024: $42,194Expenses 2024: $25,474Net Income 2024: $16,7202024

Highlighted filing

2024

Revenue$42,194
Expenses$25,474
Net Income$16,720

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael C CarrollPresident & Sec-$0--
Bernice CarrollVP & Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Carroll Family Foundation
EIN
47-5419613
Phone
9493407375
Address
2102 Business Center Drive, Irvine, CA 92612

Signing Officer

Name
Michael C Carroll
Title
Director
Signed
2025-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Reason Tax Group
Address
4747 Morena Blvd Ste 102, San Diego, CA 92117
Preparer
Jessica L Kruger CPA
Phone
8584837500
Raw XML Appendix304 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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IRS990ScheduleB/ContributorInformationGrp/ContributorNum34
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt12102 Business Center Drive
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt22102 Business Center Drive
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt32102 Business Center Drive
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Irvine
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Irvine
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2Irvine
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm3Irvine
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd3CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd092612
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd192612
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd292612
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd392612
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd3X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt09375
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt112350
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt26000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt36500
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Checks in Transit
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Fundraising Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0500
TaxesSchedule/TaxesDetail/Amt062
TaxesSchedule/TaxesDetail/Amt147
TaxesSchedule/TaxesDetail/CategoryTxt0Federal
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt062
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt147
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Michael C Carroll
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Carroll Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0CARR
ReturnHeader/Filer/EIN0475419613
ReturnHeader/Filer/PhoneNum09493407375
ReturnHeader/Filer/USAddress/AddressLine1Txt02102 Business Center Drive
ReturnHeader/Filer/USAddress/CityNm0Irvine
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092612
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461750265
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Reason Tax Group
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04747 Morena Blvd Ste 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092117
ReturnHeader/PreparerPersonGrp/PhoneNum08584837500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jessica L Kruger CPA
ReturnHeader/ReturnTs02025-11-14T12:57:13-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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