Civic Intelligence

Robert M and Lenore W Carrier Foundation

990PF • Fiscal year 2021 • EIN 62-6035575

Nov 01, 2020 to Oct 31, 2021 • Filed on Jan 10, 2022

Organization Profile
6200 Poplar AvenueMemphis, TN 38119

(901) 580-5700

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

81st percentile

47%

Higher net margin than 81% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

55th percentile

$28,360

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 11.4% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

49th percentile

6.6%

Faster asset growth than 49% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

94th percentile

312%

Faster revenue growth than 94% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,886,719

Up $116,508 (+6.6%) from 2020

Net Assets

Up

$1,886,719

Up $116,508 (+6.6%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin81st percentile

Revenue

Up

$249,753

Up $189,197 (+312%) from 2020

Expenses

Up

$133,245

Up $9,091 (+7.3%) from 2020

Net Income

Up

$116,508

Up $180,106 (+283%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,934,398Liabilities 2011: $02011Assets 2012: $1,887,138Liabilities 2012: $2372012Assets 2013: $2,013,792Liabilities 2013: $02013Assets 2014: $2,056,402Liabilities 2014: $4642014Assets 2015: $1,968,967Liabilities 2015: $2532015Assets 2019: $1,833,766Liabilities 2019: $02019Assets 2020: $1,770,211Liabilities 2020: $0Net Assets 2020: $1,770,2112020Assets 2021: $1,886,719Liabilities 2021: $0Net Assets 2021: $1,886,7192021Assets 2022: $1,841,261Liabilities 2022: $0Net Assets 2022: $1,841,2612022Assets 2023: $1,785,896Liabilities 2023: $0Net Assets 2023: $1,785,8962023Assets 2024: $1,881,345Liabilities 2024: $0Net Assets 2024: $1,881,3452024

Highlighted filing

2021

Assets$1,886,719
Liabilities$0
Net Assets$1,886,719
Open 2021 Filing

Operations Trend

Revenue Growth94th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $48,747Expenses 2011: $106,748Net Income 2011: -$58,0012011Revenue 2012: $62,356Expenses 2012: $109,853Net Income 2012: -$47,4972012Revenue 2013: $243,681Expenses 2013: $116,790Net Income 2013: $126,8912013Revenue 2014: $162,271Expenses 2014: $120,125Net Income 2014: $42,1462014Revenue 2015: $41,624Expenses 2015: $128,973Net Income 2015: -$87,3492015Revenue 2019: $101,812Expenses 2019: $131,653Net Income 2019: -$29,8412019Revenue 2020: $60,556Expenses 2020: $124,154Net Income 2020: -$63,5982020Revenue 2021: $249,753Expenses 2021: $133,245Net Income 2021: $116,5082021Revenue 2022: $104,783Expenses 2022: $150,331Net Income 2022: -$45,5482022Revenue 2023: $78,565Expenses 2023: $133,930Net Income 2023: -$55,3652023Revenue 2024: $226,381Expenses 2024: $130,932Net Income 2024: $95,4492024

Highlighted filing

2021

Revenue$249,753
Expenses$133,245
Net Income$116,508
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2020 to Oct 31, 2021
Signed
Jan 10, 2022
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS NATL BANKTrustee-$28,360-$28,360
Filing and Contact Details

Filer

Filer Name
Robert M & Lenore W Carrier Foundation
EIN
62-6035575
Phone
9015805700
Address
6200 POPLAR AVENUE, MEMPHIS, TN 38119

Signing Officer

Name
Regions Bank Trust Dept
Title
Trustee
Phone
9015805700
Signed
2022-01-10
Discuss with paid preparer
Yes

Preparer

Firm
Watkins Uiberall Pllc
Address
1661 AARON BRENNER DR STE 300, MEMPHIS, TN 38120
Preparer
Bryan D Grissom Jr
Phone
9017612720
Raw XML Appendix292 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/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt014180
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt093715
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0122904
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0107895
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0108724
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt093715
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05528
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05528
TaxesSchedule/TaxesDetail/Amt01208
TaxesSchedule/TaxesDetail/Amt12559
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01208
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0REGIONS BANK TRUST DEPT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09015805700
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT M & LENORE W CARRIER FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt02155000091
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0626035575
ReturnHeader/Filer/PhoneNum09015805700
ReturnHeader/Filer/USAddress/AddressLine1Txt06200 POPLAR AVENUE
ReturnHeader/Filer/USAddress/CityNm0MEMPHIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd038119
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621804252
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WATKINS UIBERALL PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01661 AARON BRENNER DR STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MEMPHIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd038120
ReturnHeader/PreparerPersonGrp/PhoneNum09017612720
ReturnHeader/PreparerPersonGrp/PreparationDt02022-01-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRYAN D GRISSOM JR
ReturnHeader/ReturnTs02022-01-10T10:30:15-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0REGIONS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BANK TRUST DEPT
ReturnHeader/TaxPeriodBeginDt02020-11-01
ReturnHeader/TaxPeriodEndDt02021-10-31
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
$1,886,719
Liabilities
$0
Net assets
$1,886,719
Revenue
$249,753
Expenses
$133,245
Net income
$116,508
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.23$0.13$0.10
2023Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.08$0.13$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.10$0.15$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.25$0.13$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.06$0.12$0.06
2019Summary only. Only limited summary data is available for this year.$1.83$0.00$0.10$0.13$0.03
2015Summary only. Only limited summary data is available for this year.$1.97$0.00$0.04$0.13$0.09
2014Summary only. Only limited summary data is available for this year.$2.06$0.00$0.16$0.12$0.04
2013Summary only. Only limited summary data is available for this year.$2.01$0.00$0.24$0.12$0.13
2012Summary only. Only limited summary data is available for this year.$1.89$0.00$0.06$0.11$0.05
2011Summary only. Only limited summary data is available for this year.$1.93$0.00$0.05$0.11$0.06