Civic Intelligence

The Carleen Foundation

990PF • Fiscal year 2015 • EIN 63-1259818

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 18, 2016

Organization Profile
P O Box 530412Birmingham, AL 35253

(205) 613-5313

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

5th percentile

-179%

Higher net margin than 5% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

24th percentile

-12%

Faster asset growth than 24% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

72nd percentile

17%

Faster revenue growth than 72% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$55,686

Down $7,621 (-12%) from 2014

Net Assets

Down

$55,686

Down $7,621 (-12%) from 2014

Liabilities

Flat

$1

Flat from 2014

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin5th percentile

Revenue

Up

$3,697

Up $528 (+17%) from 2014

Expenses

Up

$10,300

Up $6,000 (+140%) from 2014

Net Income

Down

-$6,603

Down $5,472 (-484%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$80K$60K$40K$20K$0Assets 2010: $57,545Liabilities 2010: $02010Assets 2011: $78,364Liabilities 2011: $02011Assets 2012: $63,934Liabilities 2012: $0Net Assets 2012: $63,9342012Assets 2013: $63,188Liabilities 2013: $1Net Assets 2013: $63,1882013Assets 2014: $63,307Liabilities 2014: $1Net Assets 2014: $63,3072014Assets 2015: $55,686Liabilities 2015: $1Net Assets 2015: $55,6862015Assets 2016: $54,193Liabilities 2016: $0Net Assets 2016: $54,1932016Assets 2017: $52,942Liabilities 2017: $0Net Assets 2017: $52,9422017Assets 2018: $51,487Liabilities 2018: $0Net Assets 2018: $51,4872018Assets 2019: $53,707Liabilities 2019: $1Net Assets 2019: $53,7072019Assets 2020: $53,387Liabilities 2020: $1Net Assets 2020: $53,3872020Assets 2021: $51,131Liabilities 2021: $1Net Assets 2021: $51,1312021Assets 2022: $47,141Liabilities 2022: $0Net Assets 2022: $47,1412022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2015

Assets$55,686
Liabilities$1
Net Assets$55,686
Open 2015 Filing

Operations Trend

Revenue Growth72nd percentile

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

$100K$50K$0-$50KRevenue 2010: $1,958Expenses 2010: $2,796Net Income 2010: -$8382010Revenue 2011: $27,137Expenses 2011: $4,021Net Income 2011: $23,1162011Expenses 2012: $35,0212012Revenue 2013: $3,254Expenses 2013: $4,000Net Income 2013: -$7462013Revenue 2014: $3,169Expenses 2014: $4,300Net Income 2014: -$1,1312014Revenue 2015: $3,697Expenses 2015: $10,300Net Income 2015: -$6,6032015Revenue 2016: $3,792Expenses 2016: $5,285Net Income 2016: -$1,4932016Revenue 2017: $4,034Expenses 2017: $5,285Net Income 2017: -$1,2512017Revenue 2018: $4,159Expenses 2018: $5,614Net Income 2018: -$1,4552018Revenue 2019: $4,720Expenses 2019: $2,500Net Income 2019: $2,2202019Revenue 2020: $4,799Expenses 2020: $5,119Net Income 2020: -$3202020Revenue 2021: $4,623Expenses 2021: $6,879Net Income 2021: -$2,2562021Revenue 2022: $3,419Expenses 2022: $7,409Net Income 2022: -$3,9902022Revenue 2023: $38,292Expenses 2023: $85,433Net Income 2023: -$47,1412023

Highlighted filing

2015

Revenue$3,697
Expenses$10,300
Net Income-$6,603
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 18, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN GROSSPresident-$0--
LINDA CARLEENSec/Trea-$0--
Filing and Contact Details

Filer

Filer Name
The Carleen Foundation
EIN
63-1259818
Phone
2056135313
Address
P O BOX 530412, Birmingham, AL 35253

Signing Officer

Name
Steven Gross
Title
President
Phone
2056135313
Signed
2016-04-18
Discuss with paid preparer
Yes

Preparer

Firm
Susan J Watterson Atty at Law
Address
265 RIVERCHASE PKWY E SUITE 202, HOOVER, AL 35244
Preparer
Susan J Watterson
Phone
2058713980
Raw XML Appendix298 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt340 WEST 20TH STREET
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt035000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02500
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02500
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt039000
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04000
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt041500
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER OFFICE EXPENSE
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0-1018
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ERROR ON LINE 2 PAGE 2 OF 2014 RETURN
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN GROSS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02056135313
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-04-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CARLEEN FOUNDATION
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ReturnHeader/Filer/PhoneNum02056135313
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 530412
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035253
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SUSAN J WATTERSON ATTY AT LAW
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035244
ReturnHeader/PreparerPersonGrp/PhoneNum02058713980
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN J WATTERSON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-15T14:16:56-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$55,686
Liabilities
$1
Net assets
$55,686
Revenue
$3,697
Expenses
$10,300
Net income
-$6,603
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$38.3$85.4$47.1
2022Detailed filing. Detailed filing data is available for this year.$47.1$0.00$47.1$3.42$7.41$3.99
2021Detailed filing. Detailed filing data is available for this year.$51.1$0.00$51.1$4.62$6.88$2.26
2020Detailed filing. Detailed filing data is available for this year.$53.4$0.00$53.4$4.80$5.12$0.32
2019Detailed filing. Detailed filing data is available for this year.$53.7$0.00$53.7$4.72$2.50$2.22
2018Detailed filing. Detailed filing data is available for this year.$51.5$0.00$51.5$4.16$5.61$1.46
2017Detailed filing. Detailed filing data is available for this year.$52.9$0.00$52.9$4.03$5.29$1.25
2016Detailed filing. Detailed filing data is available for this year.$54.2$0.00$54.2$3.79$5.29$1.49
2015Detailed filing. Detailed filing data is available for this year.$55.7$0.00$55.7$3.70$10.3$6.60
2014Detailed filing. Detailed filing data is available for this year.$63.3$0.00$63.3$3.17$4.30$1.13
2013Detailed filing. Detailed filing data is available for this year.$63.2$0.00$63.2$3.25$4.00$0.75
2012Detailed filing. Detailed filing data is available for this year.$63.9$0.00$63.9$35.0
2011Summary only. Only limited summary data is available for this year.$78.4$0.00$27.1$4.02$23.1
2010Summary only. Only limited summary data is available for this year.$57.5$0.00$1.96$2.80$0.84