Civic Intelligence

Nelson a and Michele M Carbonell Family Foundation Inc.

990PF • Fiscal year 2016 • EIN 52-2272147

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 07, 2017

Organization Profile
9901 Founders WayDamascus, MD 20872

(703) 955-4058

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

16th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Net Margin

78th percentile

20%

Higher net margin than 78% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Asset Growth

47th percentile

0.4%

Faster asset growth than 47% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

8th percentile

-50%

Faster revenue growth than 8% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$5,470,005

Up $22,690 (+0.4%) from 2015

Net Assets

$5,470,005

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin78th percentile

Revenue

Down

$194,032

Down $192,519 (-50%) from 2015

Expenses

Down

$155,120

Down $253,696 (-62%) from 2015

Net Income

Up

$38,912

Up $61,177 (+275%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $7,940,233Liabilities 2011: $02011Assets 2012: $7,521,159Liabilities 2012: $02012Assets 2013: $7,646,890Liabilities 2013: $02013Assets 2014: $5,460,129Liabilities 2014: $02014Assets 2015: $5,447,315Liabilities 2015: $02015Assets 2016: $5,470,005Liabilities 2016: $0Net Assets 2016: $5,470,0052016Assets 2017: $5,546,717Liabilities 2017: $0Net Assets 2017: $5,546,7172017Assets 2019: $6,259,272Liabilities 2019: $1Net Assets 2019: $6,259,2722019Assets 2020: $6,046,331Liabilities 2020: $1Net Assets 2020: $6,046,3312020Assets 2021: $6,016,009Liabilities 2021: $1Net Assets 2021: $6,016,0092021Assets 2022: $6,178,132Liabilities 2022: $1Net Assets 2022: $6,178,1322022Assets 2023: $5,704,515Liabilities 2023: $1Net Assets 2023: $5,704,5152023Assets 2024: $5,208,501Liabilities 2024: $0Net Assets 2024: $5,208,5012024

Highlighted filing

2016

Assets$5,470,005
Liabilities$0
Net Assets$5,470,005
Open 2016 Filing

Operations Trend

Revenue Growth8th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $674,569Expenses 2011: $391,301Net Income 2011: $283,2682011Revenue 2012: $35,868Expenses 2012: $454,942Net Income 2012: -$419,0742012Revenue 2013: $575,446Expenses 2013: $449,715Net Income 2013: $125,7312013Revenue 2014: $595,856Expenses 2014: $2,782,617Net Income 2014: -$2,186,7612014Revenue 2015: $386,551Expenses 2015: $408,816Net Income 2015: -$22,2652015Revenue 2016: $194,032Expenses 2016: $155,120Net Income 2016: $38,9122016Revenue 2017: $316,554Expenses 2017: $214,219Net Income 2017: $102,3352017Revenue 2019: $755,674Expenses 2019: $228,060Net Income 2019: $527,6142019Revenue 2020: $42,216Expenses 2020: $255,157Net Income 2020: -$212,9412020Revenue 2021: $324,863Expenses 2021: $355,185Net Income 2021: -$30,3222021Revenue 2022: $966,582Expenses 2022: $804,459Net Income 2022: $162,1232022Revenue 2023: $203,478Expenses 2023: $679,616Net Income 2023: -$476,1382023Revenue 2024: $452,965Expenses 2024: $949,279Net Income 2024: -$496,3142024

Highlighted filing

2016

Revenue$194,032
Expenses$155,120
Net Income$38,912
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 7, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN N CARBONELLPres/SecyPT$0--
Filing and Contact Details

Filer

Filer Name
Nelson and Michelle Carbonell Foundation
EIN
52-2272147
Phone
7039554058
Address
9901 FOUNDERS WAY, DAMASCUS, MD 20872

Signing Officer

Name
John Carbonell
Title
Treasurer
Phone
7039554058
Signed
2017-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Gaffey Deane & Talley Plc
Address
12355 SUNRISE VALLEY DRIVE 305, RESTON, VA 20191
Preparer
Jon B Deane
Phone
7036576040
Raw XML Appendix351 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/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATIONAL AND SPORTING PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0EXCEPTIONAL MINDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ASSOCIATION OF GOVERNING BOARDS OF UNIVERSITIES AND COLLEGES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EDUCATIONAL INSTITUT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt013400 RIVERSIDE DRIVE SUITE 211
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11133 2OTH STREET NW SUITE 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SHERMAN OAKS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd091423
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd120036
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0105000
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/AppliedToCurrentYearAmt0111305
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0253146
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0141841
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt093806
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02024425
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0141841
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01976390
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt093806
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01882584
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0111305
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01976390
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02118231
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt016222
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED GAINS AND LOSSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ANNUAL REPORT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt128086
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt128086
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt020
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CASH IN LIEU
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt020
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt020
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02306
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MERRILL LYNCH OFFICE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02306
TaxesSchedule/TaxesDetail/Amt01890
TaxesSchedule/TaxesDetail/Amt111508
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID ON DIVIDENDS
TaxesSchedule/TaxesDetail/CategoryTxt1INCOME TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01991
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN CARBONELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07039554058
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NELSON AND MICHELLE CARBONELL FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O JOHN CARBONELL
ReturnHeader/Filer/BusinessNameControlTxt0NELS
ReturnHeader/Filer/EIN0522272147
ReturnHeader/Filer/PhoneNum07039554058
ReturnHeader/Filer/USAddress/AddressLine1Txt09901 FOUNDERS WAY
ReturnHeader/Filer/USAddress/CityNm0DAMASCUS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd020872
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00A8F10F58CDB40985E064642E9F4F29E070A1397
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E8D2D91BF71724B7BDD9F4D6AD8219EA646AB35B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.90.86.86
ReturnHeader/FilingSecurityInformation/IPDt02017-11-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm011:06:59
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0274368547
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GAFFEY DEANE & TALLEY PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012355 SUNRISE VALLEY DRIVE 305
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RESTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020191
ReturnHeader/PreparerPersonGrp/PhoneNum07036576040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JON B DEANE
ReturnHeader/ReturnTs02017-11-15T06:04:44-06:00
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
$5,470,005
Liabilities
$0
Net assets
$5,470,005
Revenue
$194,032
Expenses
$155,120
Net income
$38,912
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.21$0.00$5.21$0.45$0.95$0.50
2023Detailed filing. Detailed filing data is available for this year.$5.70$0.00$5.70$0.20$0.68$0.48
2022Detailed filing. Detailed filing data is available for this year.$6.18$0.00$6.18$0.97$0.80$0.16
2021Detailed filing. Detailed filing data is available for this year.$6.02$0.00$6.02$0.32$0.36$0.03
2020Detailed filing. Detailed filing data is available for this year.$6.05$0.00$6.05$0.04$0.26$0.21
2019Detailed filing. Detailed filing data is available for this year.$6.26$0.00$6.26$0.76$0.23$0.53
2017Detailed filing. Detailed filing data is available for this year.$5.55$0.00$5.55$0.32$0.21$0.10
2016Detailed filing. Detailed filing data is available for this year.$5.47$0.00$5.47$0.19$0.16$0.04
2015Summary only. Only limited summary data is available for this year.$5.45$0.00$0.39$0.41$0.02
2014Summary only. Only limited summary data is available for this year.$5.46$0.00$0.60$2.78$2.19
2013Summary only. Only limited summary data is available for this year.$7.65$0.00$0.58$0.45$0.13
2012Summary only. Only limited summary data is available for this year.$7.52$0.00$0.04$0.45$0.42
2011Summary only. Only limited summary data is available for this year.$7.94$0.00$0.67$0.39$0.28