Civic Intelligence

Woodbery Carlton Foundation

EIN 65-0068703 • Wauchula, FL

PO Box 965Wauchula, FL 33873
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

41st percentile

0.01x

Higher debt load relative to revenue than 41% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Net Margin

76th percentile

28%

Higher net margin than 76% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

48th percentile

2.1%

Faster asset growth than 48% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

23rd percentile

-9.1%

Faster revenue growth than 23% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$2,385,971

Up $49,432 (+2.1%) from 2023

Liabilities

Up

$1,490

Up $1,490 from 2023

Net Assets

Up

$2,384,481

Up $47,942 (+2.1%) from 2023

Operations
Liabilities / Revenue41st percentileNet Margin76th percentile

Revenue

Down

$178,092

Down $17,763 (-9.1%) from 2023

Expenses

Up

$127,892

Up $6,565 (+5.4%) from 2023

Net Income

Down

$50,200

Down $24,328 (-33%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,017,263Liabilities 2011: $02011Assets 2012: $2,896,439Liabilities 2012: $02012Assets 2013: $2,852,551Liabilities 2013: $02013Assets 2014: $2,720,163Liabilities 2014: $0Net Assets 2014: $2,720,1632014Assets 2015: $2,645,629Liabilities 2015: $0Net Assets 2015: $2,645,6292015Assets 2016: $2,503,333Liabilities 2016: $0Net Assets 2016: $2,503,3332016Assets 2017: $2,411,366Liabilities 2017: $0Net Assets 2017: $2,411,3662017Assets 2018: $2,311,474Liabilities 2018: $0Net Assets 2018: $2,311,4742018Assets 2019: $2,259,755Liabilities 2019: $0Net Assets 2019: $2,259,7552019Assets 2020: $2,464,129Liabilities 2020: $0Net Assets 2020: $2,464,1292020Assets 2021: $2,167,883Liabilities 2021: $0Net Assets 2021: $2,167,8832021Assets 2022: $2,219,170Liabilities 2022: $0Net Assets 2022: $2,219,1702022Assets 2023: $2,336,539Liabilities 2023: $0Net Assets 2023: $2,336,5392023Assets 2024: $2,385,971Liabilities 2024: $1,490Net Assets 2024: $2,384,4812024

Highlighted filing

2024

Assets$2,385,971
Liabilities$1,490
Net Assets$2,384,481
Open 2024 Filing

Operations Trend

Revenue Growth23rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2011: $141,682Expenses 2011: $179,133Net Income 2011: -$37,4512011Revenue 2012: $105,931Expenses 2012: $226,755Net Income 2012: -$120,8242012Revenue 2013: $159,615Expenses 2013: $203,503Net Income 2013: -$43,8882013Revenue 2014: $62,546Expenses 2014: $194,934Net Income 2014: -$132,3882014Revenue 2015: $88,019Expenses 2015: $162,553Net Income 2015: -$74,5342015Revenue 2016: $22,365Expenses 2016: $162,375Net Income 2016: -$140,0102016Revenue 2017: $66,383Expenses 2017: $157,894Net Income 2017: -$91,5112017Revenue 2018: $66,347Expenses 2018: $162,490Net Income 2018: -$96,1432018Revenue 2019: $114,647Expenses 2019: $161,416Net Income 2019: -$46,7692019Revenue 2020: $204,167Expenses 2020: $123,240Net Income 2020: $80,9272020Revenue 2021: $300,984Expenses 2021: $133,964Net Income 2021: $167,0202021Revenue 2022: $142,759Expenses 2022: $128,486Net Income 2022: $14,2732022Revenue 2023: $195,855Expenses 2023: $121,327Net Income 2023: $74,5282023Revenue 2024: $178,092Expenses 2024: $127,892Net Income 2024: $50,2002024

Highlighted filing

2024

Revenue$178,092
Expenses$127,892
Net Income$50,200
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,385,971
Liabilities
$1,490
Net assets
$2,384,481
Revenue
$178,092
Expenses
$127,892
Net income
$50,200
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.38$0.18$0.13$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.20$0.12$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.14$0.13$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.30$0.13$0.17
2020Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.20$0.12$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.11$0.16$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.07$0.16$0.10
2017Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.07$0.16$0.09
2016Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.02$0.16$0.14
2015Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.09$0.16$0.07
2014Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.06$0.19$0.13
2013Summary only. Only limited summary data is available for this year.$2.85$0.00$0.16$0.20$0.04
2012Summary only. Only limited summary data is available for this year.$2.90$0.00$0.11$0.23$0.12
2011Summary only. Only limited summary data is available for this year.$3.02$0.00$0.14$0.18$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 25, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOYLE E CARLTON IIITrustee-$0--
JANE CARLTON DURANDOTrustee-$0--
SUSAN C SMITHTrustee-$0--
WALTER S FARRTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Woodbery Carlton Foundation
EIN
65-0068703
Phone
8637732151
Address
PO BOX 965, WAUCHULA, FL 33873

Signing Officer

Name
Walter S Farr
Title
Trustee
Phone
8637732151
Signed
2025-06-25
Discuss with paid preparer
Yes

Preparer

Firm
Hackney Ames & Reichel Pa Cpas
Address
PO BOX 1359, ARCADIA, FL 34265-1359
Preparer
Matthew J Reichel CPA
Phone
8634946495
Raw XML AppendixShowing 400 of 564 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt38PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt39PURCHASE
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12024-02
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt72024-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt82024-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt92024-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt102024-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt112024-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt122024-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt132024-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt142024-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt152024-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt162024-09
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt272024-09
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt322024-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt332024-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt342024-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt352024-11
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt372024-12
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt392024-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-5
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt132420
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0CHARLES SCHWAB 6065
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