Civic Intelligence

The Carleen Foundation

990PF • Fiscal year 2019 • EIN 63-1259818

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 19, 2020

Organization Profile
25902 E Orchard DriveAurora, CO 80016

(205) 613-5313

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

61st percentile

0.00x

Higher debt load relative to revenue than 61% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

90th percentile

47%

Higher net margin than 90% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

57th percentile

4.3%

Faster asset growth than 57% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

68th percentile

13%

Faster revenue growth than 68% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$53,707

Up $2,220 (+4.3%) from 2018

Net Assets

Up

$53,707

Up $2,220 (+4.3%) from 2018

Liabilities

Up

$1

Up $1 from 2018

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin90th percentile

Revenue

Up

$4,720

Up $561 (+13%) from 2018

Expenses

Down

$2,500

Down $3,114 (-55%) from 2018

Net Income

Up

$2,220

Up $3,675 (+253%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2019

Assets$53,707
Liabilities$1
Net Assets$53,707
Open 2019 Filing

Operations Trend

Revenue Growth68th 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

2019

Revenue$4,720
Expenses$2,500
Net Income$2,220
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 19, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN GROSSPresident-$0--
LINDA CARLEENSecretary/Tr-$0--
Filing and Contact Details

Filer

Filer Name
The Carleen Foundation
EIN
63-1259818
Phone
2056135313
Address
25902 E ORCHARD DRIVE, AURORA, CO 80016

Signing Officer

Name
Steven Gross
Title
President
Phone
2056135313
Signed
2020-03-19
Discuss with paid preparer
Yes

Preparer

Firm
Ab Anderson Group LLC
Address
101 RIVERCHASE PARKWAY E STE 200, HOOVER, AL 35244
Preparer
Ablake Anderson CPA
Phone
2053362131
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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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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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ReturnHeader/BuildTS02021-04-22 16:20:28Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum02056135313
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ReturnHeader/Filer/PhoneNum02056135313
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ReturnHeader/FilingSecurityInformation/IPTm014:02:51
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0475584903
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AB ANDERSON GROUP LLC
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOOVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035244
ReturnHeader/PreparerPersonGrp/PhoneNum02053362131
ReturnHeader/PreparerPersonGrp/PreparationDt02020-03-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ABLAKE ANDERSON CPA
ReturnHeader/ReturnTs02020-04-15T14:02:51-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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
$53,707
Liabilities
$1
Net assets
$53,707
Revenue
$4,720
Expenses
$2,500
Net income
$2,220
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