Civic Intelligence

John and Martha Carter Foundation

990PF • Fiscal year 2021 • EIN 59-2712359

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 09, 2021

Organization Profile
431 E Central AveLake Wales, FL 33853

(863) 676-3795

Siviq Scores

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

Liabilities / Assets

79th percentile

0.09x

Higher debt load relative to assets than 79% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

96th percentile

1.19x

Higher debt load relative to revenue than 96% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

13th percentile

-51%

Higher net margin than 13% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

35th percentile

-2.6%

Faster asset growth than 35% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$480,440

Down $12,750 (-2.6%) from 2020

Net Assets

Down

$438,896

Down $18,155 (-4.0%) from 2020

Liabilities

Up

$41,544

Up $5,405 (+15%) from 2020

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin13th percentile

Revenue

Up

$34,812

Up $36,100 (+2803%) from 2020

Expenses

Up

$52,600

Up $5,829 (+12%) from 2020

Net Income

Up

-$17,788

Up $30,271 (+63%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2021

Assets$480,440
Liabilities$41,544
Net Assets$438,896
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2021

Revenue$34,812
Expenses$52,600
Net Income-$17,788
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 9, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay78th 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
8636763795
Address
431 E CENTRAL AVE, LAKE WALES, FL 33853

Signing Officer

Name
Mary C Youmans
Title
Trustee
Phone
8636763795
Signed
2021-11-09
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 Appendix300 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/GrantOrContributionPurposeTxt7TO PROVIDE YOUTH LEARNING ACTIVITIES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CAMP JOY FLORIDA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3290 CYPRESS GARDENS LANE
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt035510
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt05667
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt041177
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt041177
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt05667
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt05667
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0367
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0EXCISE TAX ACCRUAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FOREIGN TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt056
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt056
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0EXCISE TAX PAYABLE
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt08362
TaxesSchedule/TaxesDetail/Amt0105
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY C YOUMANS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08636763795
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN & MARTHA CARTER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0592712359
ReturnHeader/Filer/PhoneNum08636763795
ReturnHeader/Filer/USAddress/AddressLine1Txt0431 E CENTRAL AVE
ReturnHeader/Filer/USAddress/CityNm0LAKE WALES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033853
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0590673514
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BUNTING TRIPP & INGLEY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0230 EAST TILLMAN AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE WALES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0338533714
ReturnHeader/PreparerPersonGrp/PhoneNum08636767981
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELLE G HURST
ReturnHeader/ReturnTs02021-11-09T15:52:55-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0YOUMANS
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$480,440
Liabilities
$41,544
Net assets
$438,896
Revenue
$34,812
Expenses
$52,600
Net income
-$17,788
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
2021Detailed filing. Detailed filing data is available for this year.$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