Civic Intelligence

John and Martha Carter Foundation

990PF • Fiscal year 2019 • EIN 59-2712359

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 12, 2019

Organization Profile
PO Box 990Lake Wales, FL 33859-0990

(863) 676-7981

Siviq Scores

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

Liabilities / Assets

67th percentile

0.07x

Higher debt load relative to assets than 67% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

97th percentile

4.05x

Higher debt load relative to revenue than 97% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

2nd percentile

-426%

Higher net margin than 2% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

18th percentile

-6.8%

Faster asset growth than 18% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

3rd percentile

-70%

Faster revenue growth than 3% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets67th percentile

Assets

Down

$542,673

Down $39,671 (-6.8%) from 2018

Net Assets

Down

$505,110

Down $39,424 (-7.2%) from 2018

Liabilities

Down

$37,563

Down $247 (-0.7%) from 2018

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin2nd percentile

Revenue

Down

$9,286

Down $22,039 (-70%) from 2018

Expenses

Down

$48,871

Down $4,141 (-7.8%) from 2018

Net Income

Down

-$39,585

Down $17,898 (-83%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

2019

Assets$542,673
Liabilities$37,563
Net Assets$505,110
Open 2019 Filing

Operations Trend

Revenue Growth3rd percentile

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

2019

Revenue$9,286
Expenses$48,871
Net Income-$39,585
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 12, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY C YOUMANSTrustee-$0--
JUNE C ULLMANTrustee-$0--
C ADAM CARTERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
John & Martha Carter Foundation
EIN
59-2712359
Phone
8636767981
Address
PO BOX 990, LAKE WALES, FL 33859-0990

Signing Officer

Name
Mary C Youmans
Title
Trustee
Phone
8636763795
Signed
2019-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Bunting Tripp & Ingley Llp
Address
230 EAST TILLMAN AVENUE, LAKE WALES, FL 33853-3714
Preparer
Michelle G Hurst
Phone
8636767981
Raw XML Appendix325 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2C ADAM CARTER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FOR SPECIAL NEEDS YOUTH CAMP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO ENHANCE EDUCATIONAL PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO PROMOTE LITERACY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO MAKE BETTER LEADERS
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt032293
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE WALES
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0338533714
ReturnHeader/PreparerPersonGrp/PhoneNum08636767981
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELLE G HURST
ReturnHeader/ReturnTs02019-11-12T10:03:33-06:00
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ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$542,673
Liabilities
$37,563
Net assets
$505,110
Revenue
$9,286
Expenses
$48,871
Net income
-$39,585
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
2019Detailed filing. Detailed filing data is available for this year.$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