Civic Intelligence

John and Martha Carter Foundation

990PF • Fiscal year 2020 • EIN 59-2712359

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 07, 2020

Organization Profile
431 E Central AveLake Wales, FL 33853

(863) 676-3795

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$493,190

Flat from 2020

Net Assets

Flat

$457,051

Flat from 2020

Liabilities

Flat

$36,139

Flat from 2020

Revenue And Expenses

Revenue

Flat

-$1,288

Flat from 2020

Expenses

Flat

$46,771

Flat from 2020

Net Income

Flat

-$48,059

Flat from 2020

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 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

2020

Assets$493,190
Liabilities$36,139
Net Assets$457,051
Open 2020 Filing

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 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

2020

Revenue-$1,288
Expenses$46,771
Net Income-$48,059
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 7, 2020
Return Version
2019v5.0
Compensation and Service Providers

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
8636763795
Address
431 E CENTRAL AVE, LAKE WALES, FL 33853

Signing Officer

Name
Mary C Youmans
Title
Trustee
Phone
8636763795
Signed
2020-10-07
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
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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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ReturnHeader/FilingSecurityInformation/IPTm013:13:06
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0590673514
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE WALES
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0338533714
ReturnHeader/PreparerPersonGrp/PhoneNum08636767981
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELLE G HURST
ReturnHeader/ReturnTs02020-10-07T13:13:06-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$493,190
Liabilities
$36,139
Net assets
$457,051
Revenue
-$1,288
Expenses
$46,771
Net income
-$48,059
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
2020Detailed filing. Detailed filing data is available for this year.$4.93$0.36$4.57$0.01$0.47$0.48
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