Civic Intelligence

The Caroline Foundation Inc

990 • Fiscal year 2017 • EIN 52-0906348

Jul 01, 2016 to Jun 30, 2017 • Filed on Mar 20, 2018

Organization ProfileN/A

View Organization Page

PO Box 607Denton, MD 21629

(410) 310-2030

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

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

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

4th percentile

0.00x

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

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

16th percentile

-9.4%

Higher net margin than 16% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

52nd percentile

5.0%

Faster asset growth than 52% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

1st percentile

-87%

Faster revenue growth than 1% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$15,122,487

Up $726,559 (+5.0%) from 2016

Net Assets

Up

$15,122,487

Up $726,559 (+5.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue4th percentileNet Margin16th percentile

Revenue

Down

$441,414

Down $3,069,503 (-87%) from 2016

Expenses

Up

$482,961

Up $263,932 (+121%) from 2016

Net Income

Down

-$41,547

Down $3,333,435 (-101%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $7,882,864Liabilities 2010: $1,711,331Net Assets 2010: $6,171,5332010Assets 2011: $5,106,367Liabilities 2011: $610,407Net Assets 2011: $4,495,9602011Assets 2012: $5,243,822Liabilities 2012: $791,353Net Assets 2012: $4,452,4692012Assets 2013: $5,129,150Liabilities 2013: $662,954Net Assets 2013: $4,466,1962013Assets 2014: $5,275,538Liabilities 2014: $754,020Net Assets 2014: $4,521,5182014Assets 2015: $11,742,548Liabilities 2015: $638,508Net Assets 2015: $11,104,0402015Assets 2016: $14,395,928Liabilities 2016: $0Net Assets 2016: $14,395,9282016Assets 2017: $15,122,487Liabilities 2017: $0Net Assets 2017: $15,122,4872017Assets 2018: $15,495,546Liabilities 2018: $0Net Assets 2018: $15,495,5462018Assets 2019: $15,492,233Liabilities 2019: $0Net Assets 2019: $15,492,2332019Assets 2020: $15,335,478Liabilities 2020: $14,374Net Assets 2020: $15,321,1042020Assets 2021: $18,224,501Liabilities 2021: $0Net Assets 2021: $18,224,5012021Assets 2022: $15,092,399Liabilities 2022: $0Net Assets 2022: $15,092,3992022Assets 2023: $15,701,192Liabilities 2023: $0Net Assets 2023: $15,701,1922023Assets 2024: $17,186,805Liabilities 2024: $0Net Assets 2024: $17,186,8052024Assets 2025: $18,575,423Liabilities 2025: $0Net Assets 2025: $18,575,4232025

Highlighted filing

2017

Assets$15,122,487
Liabilities$0
Net Assets$15,122,487
Open 2017 Filing

Operations Trend

Revenue Growth1st percentile

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $7,332,3272010Revenue 2011: $7,672,334Expenses 2011: $7,502,977Net Income 2011: $169,3572011Revenue 2012: $7,772,811Expenses 2012: $7,816,302Net Income 2012: -$43,4912012Revenue 2013: $7,959,051Expenses 2013: $7,945,324Net Income 2013: $13,7272013Revenue 2014: $8,005,655Expenses 2014: $7,950,333Net Income 2014: $55,3222014Revenue 2015: $15,476,606Expenses 2015: $8,894,084Net Income 2015: $6,582,5222015Revenue 2016: $3,510,917Expenses 2016: $219,029Net Income 2016: $3,291,8882016Revenue 2017: $441,414Expenses 2017: $482,961Net Income 2017: -$41,5472017Revenue 2018: $576,714Expenses 2018: $746,707Net Income 2018: -$169,9932018Revenue 2019: $642,291Expenses 2019: $761,596Net Income 2019: -$119,3052019Revenue 2020: $980,827Expenses 2020: $920,598Net Income 2020: $60,2292020Revenue 2021: $2,862,530Expenses 2021: $752,670Net Income 2021: $2,109,8602021Revenue 2022: $256,844Expenses 2022: $925,966Net Income 2022: -$669,1222022Revenue 2023: -$677,130Expenses 2023: $858,537Net Income 2023: -$1,535,6672023Revenue 2024: $663,453Expenses 2024: $944,871Net Income 2024: -$281,4182024Revenue 2025: $1,403,392Expenses 2025: $1,016,216Net Income 2025: $387,1762025

Highlighted filing

2017

Revenue$441,414
Expenses$482,961
Net Income-$41,547
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 20, 2018
Return Version
2016v3.0
Gross Receipts
$3,107,813
Mission and Program Overview

Mission

To award grants to nonprofit organizations that benefit the local community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,137,111$13,546,413▲ $11,409,302
Cash and Non-Interest-Bearing Accounts$10,419,750$663,534▼ $9,756,216
Savings and Temporary Cash Investments$637,763$285,150▼ $352,613
Accounts Receivable$129,612$2,934▼ $126,678
Total Assets$14,395,928$15,122,487▲ $726,559
Other Assets Total$1,071,692$624,456▼ $447,236
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$14,393,725$15,120,284▲ $726,559
Temporarily Rstr Net Assets$2,203$2,203→ $0
Total Net Assets Fund Balance$14,395,928$15,122,487▲ $726,559
Total Liabilities and Net Assets / Fund Balance$14,395,928$15,122,487▲ $726,559
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
Terry MeadPresident
Robert E Jarrell EsqVice-president
Berl LovelaceDirector
Carol R Baker PhdDirector
Harry T ColeDirector
Hon Charles O Davis JrDirector
Joann StaplesDirector
Richard WheatlyDirector
Sara Jane DavidsonSecretary
Rebecca LoukidesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$200
Program Service Revenue
$0
Investment Income
$441,214
Other Revenue
$0
All Other Contributions
$200
Change in Net Assets
$-41,547
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$373,961
Grants and Similar Amounts Paid$109,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$109,000--$109,000
Fees for Service Investment Mgmnt Fees-$67,157-$67,157
Fees for Services Other-$57,496-$57,496
Fees for Services Accounting-$44,565-$44,565
Information Technology-$16,542-$16,542
Insurance-$4,180-$4,180
All Other Expenses-$1,777-$1,777
Other Expenses$174,804$685-$685
Fees for Services Legal-$555-$555
Total Functional Expenses$283,804$199,157$0$482,961
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Caroline Hospice FoundationDenton, MD501(c)(3)General Operating Expenses$100,000
Caroline County YmcaDenton, MD501(c)(3)To Fund an Educational Program About Diabetes$9,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Line 11a explanation - prior to submission, a draft of the the form 990 is provided to each board member in advance for review and discussed at a board meeting.”

Form 990, Part VI, Section C, Line 19

“All required documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
The Caroline Foundation Inc
EIN
52-0906348
Phone
4103102030
Address
PO BOX 607, DENTON, MD 21629

Signing Officer

Name
Terry Mead
Title
President
Phone
4103102030
Signed
2018-03-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Terry Mead
Formed
1967
Legal Domicile
Md
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
0

Preparer

Firm
Gross Mendelsohn & Associates Pa
Address
36 SOUTH CHARLES ST 18TH FLOOR, BALTIMORE, MD 21201
Preparer
James E Crisp
Phone
4106855512
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Management agreement with mid-shore community foundation: program service expenses 0. Management and general expenses 57,496. Fundraising expenses 0. Total expenses 57,496.”

Raw XML AppendixShowing 400 of 418 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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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt07983868
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt07915356
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt024473003
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0247532
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01815
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02473
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04308
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt06346
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0262474
IRS990ScheduleA/InvestmentIncomeCYPct00.00930
IRS990ScheduleA/InvestmentIncomePYPct00.00060
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt038218
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt013117
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt022677
IRS990ScheduleA/OtherIncome509Grp/TotalAmt090564
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98750
IRS990ScheduleA/PublicSupportPY509Pct00.99620
IRS990ScheduleA/PublicSupportTotal509Amt027943986
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0200
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt03492550
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt08532978
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt07988230
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt07930028
IRS990ScheduleA/Total509Grp/TotalAmt027943986
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0247732
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03510917
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt08573669
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt08005655
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt07959051
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt028297024
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0100000
IRS990ScheduleI/RecipientTable/CashGrantAmt19000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL OPERATING EXPENSES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TO FUND AN EDUCATIONAL PROGRAM ABOUT DIABETES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CAROLINE HOSPICE FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CAROLINE COUNTY YMCA
IRS990ScheduleI/RecipientTable/RecipientEIN0521398789
IRS990ScheduleI/RecipientTable/RecipientEIN1520646895
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0613 SOUTH 5TH AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt140 DENTON PLAZA
IRS990ScheduleI/RecipientTable/USAddress/CityNm0DENTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1DENTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MD
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1MD
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd021629
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd121629
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE CAROLINE FOUNDATION'S MANAGEMENT WILL REQUEST PERIODIC REPORTS AND STATUS UPDATES FOR ITS GRANT AWARDS THOUGHOUT THE YEAR.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt02
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 11A EXPLANATION - PRIOR TO SUBMISSION, A DRAFT OF THE THE FORM 990 IS PROVIDED TO EACH BOARD MEMBER IN ADVANCE FOR REVIEW AND DISCUSSED AT A BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL REQUIRED DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MANAGEMENT AGREEMENT WITH MID-SHORE COMMUNITY FOUNDATION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 57,496. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 57,496.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MD
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
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IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt02203
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0200
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
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IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalVolunteersCnt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt015122487
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt014393725
IRS990/UnrestrictedNetAssetsGrp/EOYAmt015120284
IRS990/UponRequestInd0X
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IRS990/USAddress/ZIPCd021629
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TERRY MEAD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04103102030
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CAROLINE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0CARO
ReturnHeader/Filer/EIN0520906348
ReturnHeader/Filer/PhoneNum04103102030
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 607
ReturnHeader/Filer/USAddress/CityNm0DENTON
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,122,487
Liabilities
$0
Net assets
$15,122,487
Revenue
$441,414
Expenses
$482,961
Net income
-$41,547
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$18.6$0.00$18.6$1.40$1.02$0.39
2024Detailed filing. Detailed filing data is available for this year.$17.2$0.00$17.2$0.66$0.94$0.28
2023Detailed filing. Detailed filing data is available for this year.$15.7$0.00$15.7$0.68$0.86$1.54
2022Detailed filing. Detailed filing data is available for this year.$15.1$0.00$15.1$0.26$0.93$0.67
2021Detailed filing. Detailed filing data is available for this year.$18.2$0.00$18.2$2.86$0.75$2.11
2020Detailed filing. Detailed filing data is available for this year.$15.3$0.01$15.3$0.98$0.92$0.06
2019Detailed filing. Detailed filing data is available for this year.$15.5$0.00$15.5$0.64$0.76$0.12
2018Detailed filing. Detailed filing data is available for this year.$15.5$0.00$15.5$0.58$0.75$0.17
2017Detailed filing. Detailed filing data is available for this year.$15.1$0.00$15.1$0.44$0.48$0.04
2016Summary only. Only limited summary data is available for this year.$14.4$0.00$14.4$3.51$0.22$3.29
2015Summary only. Only limited summary data is available for this year.$11.7$0.64$11.1$15.5$8.89$6.58
2014Summary only. Only limited summary data is available for this year.$5.28$0.75$4.52$8.01$7.95$0.06
2013Summary only. Only limited summary data is available for this year.$5.13$0.66$4.47$7.96$7.95$0.01
2012Summary only. Only limited summary data is available for this year.$5.24$0.79$4.45$7.77$7.82$0.04
2011Summary only. Only limited summary data is available for this year.$5.11$0.61$4.50$7.67$7.50$0.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.88$1.71$6.17$7.33