Civic Intelligence

John and Martha Carter Foundation

990PF • Fiscal year 2013 • EIN 59-2712359

Jul 01, 2012 to Jun 30, 2013 • Filed on Aug 02, 2013

PO Box 99033859-0990
Siviq Scores

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

Liabilities / Assets

71st percentile

0.03x

Higher debt load relative to assets than 71% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

46th percentile

-0.3%

Faster asset growth than 46% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$446,054

Down $1,443 (-0.3%) from 2012

Net Assets

$434,530

No earlier filing loaded for comparison.

Liabilities

Up

$11,524

Up $1,404 (+14%) from 2012

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$26,223

Up $2,360 (+9.9%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $436,605Liabilities 2011: $10,958Net Assets 2011: $425,6472011Assets 2012: $447,497Liabilities 2012: $10,1202012Assets 2013: $446,054Liabilities 2013: $11,524Net Assets 2013: $434,5302013Assets 2014: $464,636Liabilities 2014: $14,913Net Assets 2014: $449,7232014Assets 2015: $470,651Liabilities 2015: $16,677Net Assets 2015: $453,9742015Assets 2016: $519,353Liabilities 2016: $16,533Net Assets 2016: $502,8202016Assets 2017: $582,708Liabilities 2017: $16,327Net Assets 2017: $566,3812017Assets 2018: $582,344Liabilities 2018: $37,810Net Assets 2018: $544,5342018Assets 2019: $542,673Liabilities 2019: $37,563Net Assets 2019: $505,1102019Assets 2020: $493,190Liabilities 2020: $36,139Net Assets 2020: $457,0512020Assets 2021: $480,440Liabilities 2021: $41,544Net Assets 2021: $438,8962021Assets 2022: $465,531Liabilities 2022: $48,726Net Assets 2022: $416,8052022Assets 2023: $435,398Liabilities 2023: $42,583Net Assets 2023: $392,8152023Assets 2024: $424,633Liabilities 2024: $48,787Net Assets 2024: $375,8462024Assets 2025: $438,059Liabilities 2025: $54,300Net Assets 2025: $383,7592025

Highlighted filing

2013

Assets$446,054
Liabilities$11,524
Net Assets$434,530

Operations Trend

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

$100K$50K$0-$50KExpenses 2011: $24,4512011Revenue 2012: $35,714Expenses 2012: $23,863Net Income 2012: $11,8512012Expenses 2013: $26,2232013Revenue 2014: $46,609Expenses 2014: $31,203Net Income 2014: $15,4062014Revenue 2015: $37,101Expenses 2015: $32,687Net Income 2015: $4,4142015Revenue 2016: $79,255Expenses 2016: $30,266Net Income 2016: $48,9892016Revenue 2017: $96,460Expenses 2017: $32,772Net Income 2017: $63,6882017Revenue 2018: $31,325Expenses 2018: $53,012Net Income 2018: -$21,6872018Revenue 2019: $9,286Expenses 2019: $48,871Net Income 2019: -$39,5852019Revenue 2020: -$1,288Expenses 2020: $46,771Net Income 2020: -$48,0592020Revenue 2021: $34,812Expenses 2021: $52,600Net Income 2021: -$17,7882021Revenue 2022: $38,882Expenses 2022: $60,914Net Income 2022: -$22,0322022Revenue 2023: $29,821Expenses 2023: $53,728Net Income 2023: -$23,9072023Revenue 2024: $43,707Expenses 2024: $60,589Net Income 2024: -$16,8822024Revenue 2025: $76,655Expenses 2025: $68,740Net Income 2025: $7,9152025

Highlighted filing

2013

Revenue-
Expenses$26,223
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Aug 2, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROGER A INGLEY CPATrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantVANGUARD SCHOOL OF LWTO ENHANCE EDUCATIONAL PROGRAMSTAX EXEMPTLAKE WALES, FL, US$3,000
Paid GrantLW CHARTER SCHOOLSTO ENHANCE EDUCATIONAL PROGRAMSTAX EXEMPTLAKE WALES, FL, US$2,000
Paid GrantBERRY COLLEGETO ENHANCE EDUCATIONAL PROGRAMSTAX EXEMPTMT BERRY, GA, US$2,000
Paid GrantUF VETERINARY SCHOOLTO HELP FUND RESEARCH PROGRAMSTAX EXEMPTGAINESVILLE, FL, US$1,600
Paid GrantCAMP JOY FLORIDAFOR SPECIAL NEEDS YOUTH CAMPTAX EXEMPTLAKE WALES, FL, US$1,000
Paid GrantLW PUBLIC LIBRARYTO PROMOTE LITERACYTAX EXEMPTLAKE WALES, FL, US$1,000
Paid GrantWORLD VISION INCTO HELP FIGHT WORLD HUNGERTAX EXEMPTFEDERAL WAY, WA, US$500
Paid GrantCONKERR CANCER- TAMPA BAYHELPING CHILDREN BATTLE CANCERTAX EXEMPTLAKELAND, FL, US$300
Filing and Contact Details

Filer

EIN
59-2712359
Raw XML AppendixShowing 400 of 615 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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AccountingFeesSchedule/AccountingFees/Amount02400
AccountingFeesSchedule/AccountingFees/Category0PAID TO THE FOUNDATION'S OUTSIDE
AccountingFeesSchedule/AccountingFees/Category1ACCOUNTING FIRM FOR PREPARATIO
AccountingFeesSchedule/AccountingFees/Category2OF FORM 990-PF FOR THE YEAR
AccountingFeesSchedule/AccountingFees/Category3ENDED JUNE 30, 2012
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps02400
CompensationExplanation/Compensation/PersonName0ROGER A INGLEY CPA
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GeneralExplanationAttachment/GeneralExplanation/Identifier0GENERAL ELECTIONS
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock760 SHS- BHP BILLITON LTD
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10205 SHS- CARNIVAL
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12151 SHS- CHUBB CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13406 SHS- CISCO SYSTEMS (BOY 503)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14215 SHS - C ITIGROUP (BOY 0)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15100 SHS- COACH, INC.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1652 SHS - DEERE & CO. (BOY 110)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17198 SHS - DEVON ENERGY (BOY 150)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18100 SHS- DOVER CORP. (BOY 130)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19113 SHS- DU PONT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20112 SHS- EBAY, INC (BOY 242)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2150 SHS - EMCOR GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22156 SHS- EMERSON ELEC (BOY 220)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23595 SHS- ERICSSON L M TEL (825 BOY)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24113 SHS- EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25112 FIRST REPUBLIC BANK (BOY 85)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2690 SHS- FLOUR CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2748 SHS- FRANKLIN RES. (BOY 65)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock28230 SHS - GAP, INC (SOLD)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock29115 SHS- GLAXOSMITHKLINE PLC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3079 SHS- GOLDMAN SACHS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3127 SHS- GREENHILL & CO INC (BOY 117)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3241 SHS- GUESS INC (SOLD)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock33219 SHS- HALLIBURTON CO (269 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock34142 SHS- HESS CORP (BOY 180)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3545 SHS- HEWLETT PACKARD (SOLD)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock36255 SHS- HOME DEPOT (BOY 300)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock37149 SHS- HONEYWELL INTL. (BOY 170)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3860 SHS- JACOBS ENGINEERING
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock39180 SHS- JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4072 SHS- JONES LANG LASALLE (90 SH)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4185 SHS- JOY GLOBAL, INC.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock42300 SHS- JP MORGAN CHASE (241 SHS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock43581 SHS- KEYCORP (BOY 320)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock44109 SHS- KLA TENCOR CORP (BOY 80)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock45181 SHS- MATTEL, INC. (BOY 261)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock46375 SHS- MERCK & CO.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock47323 SHS- MICROSOFT CORP. (SOLD)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock48475 SHS- MORGAN STANLEY (SOLD)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4996 SHS- NEWFIELD EXPL CO (BOY 70)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock50230 SHS- NOVARTIS AG ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock51100 SHS- NUCOR CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5292 SHS- OCCIDENTAL PETROLEUM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5390 SHS- OSHKOSH CORP (BOY 180)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock54173 SHS- PEABODY ENERGY (BOY 40)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock55224 SHS- PEBBLEBROOK HOTEL (BOY 40)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5635 SHS- PLANTRONICS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock57122 SHS- RAYTHEON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock58952 SHS- REGIONS FINANCIAL (BOY 388)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock59229 SHS- SAFEWAY INC (BOY 640)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock60130 SHS- SCHLUMBERGER (SOLD)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6130 SHS- SOTHEBY'S CL A
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock62161 SHS- SOUTHWESTERN ENERGY CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock63231 SHS- STATE STREET CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock64231 SHS - SYMANTEC (BOY 275)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock65159 SHS- TERADYNE, INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock66107 SHS- TEVA PHARMACEUTICALS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock67162 SHS- TEXAS INSTRUMENTS (BOY 312)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6850 SHS- THE MOSAIC CO (BOY 24)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock69309 SHS - US BANCORP DEL N(BOY 480)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock70340 SHS- UNILEVER PLC SPONS ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock71160 SHS- US STEEL CORP. (SOLD)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock72129 SHS- VEECO INSTRUMENTS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock73420 SHS- VODAFONE GROUP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock74210 SHS- WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock75608 SHS- WEYERHAUSER (BOY 608)
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount012430
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/RelatedOrExemptFunctionIncome011070
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount012430
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome011070
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA023500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps02400
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss02400
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps011400
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss011400
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm012430
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss012430
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-2723
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0132291
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss011070
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome012430
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps012423
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss012423
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps026223
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss026223
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome012430
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses023500
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps014823
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss014823
IRS990PF/BalanceSheets/CapitalStockBOY0170000
IRS990PF/BalanceSheets/CapitalStockEOY0170000
IRS990PF/BalanceSheets/GrantsPayableBOY010000
IRS990PF/BalanceSheets/GrantsPayableEOY011400
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0388785
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0414336
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0551984
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/OtherAssetsEOY01396
IRS990PF/BalanceSheets/OtherAssetsEOYFMV01396
IRS990PF/BalanceSheets/OtherLiabilitiesBOY0120
IRS990PF/BalanceSheets/OtherLiabilitiesEOY0124
IRS990PF/BalanceSheets/RetainedEarningsBOY0267377
IRS990PF/BalanceSheets/RetainedEarningsEOY0264530
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY058712
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY030322
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV030322
IRS990PF/BalanceSheets/TotalAssetsBOY0447497
IRS990PF/BalanceSheets/TotalAssetsEOY0446054
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0583702
IRS990PF/BalanceSheets/TotalLiabilitiesBOY010120
IRS990PF/BalanceSheets/TotalLiabilitiesEOY011524
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0447497
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0446054
IRS990PF/BalanceSheets/TotalNetAssetsBOY0437377
IRS990PF/BalanceSheets/TotalNetAssetsEOY0434530
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-2723
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases0124
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0434654
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0437377
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0434530
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted026425
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj026425
IRS990PF/DistributableAmount/DistributableAmountBeforeDed026425
IRS990PF/DistributableAmount/MinimumInvestmentReturn026549
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0124
IRS990PF/DistributableAmount/TotalTax0124
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0124
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0124
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0124

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.38$0.54$3.84$0.77$0.69$0.08
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.25$0.49$3.76$0.44$0.61$0.17
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.35$0.43$3.93$0.30$0.54$0.24
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.66$0.49$4.17$0.39$0.61$0.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.80$0.42$4.39$0.35$0.53$0.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.93$0.36$4.57$0.01$0.47$0.48
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.43$0.38$5.05$0.09$0.49$0.40
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.82$0.38$5.45$0.31$0.53$0.22
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.83$0.16$5.66$0.96$0.33$0.64
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.19$0.17$5.03$0.79$0.30$0.49
2015Detailed filing. Detailed filing data is available for this year.$4.71$0.17$4.54$0.37$0.33$0.04
2014Detailed filing. Detailed filing data is available for this year.$4.65$0.15$4.50$0.47$0.31$0.15
2013Detailed filing. Detailed filing data is available for this year.$4.46$0.12$4.35$0.26
2012Summary only. Only limited summary data is available for this year.$4.47$0.10$0.36$0.24$0.12
2011Detailed filing. Detailed filing data is available for this year.$4.37$0.11$4.26$0.24