Civic Intelligence

The David S and Brenda K Carlson Fo

EIN 68-0467243 • Walnut Creek, CA

889 Mohican CourtWalnut Creek, CA 94598
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

91st percentile

63%

Higher net margin than 91% 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

79th percentile

16%

Faster asset growth than 79% of similar nonprofits.

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

Revenue Growth

94th percentile

221%

Faster revenue growth than 94% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$2,148,117

Up $301,793 (+16%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,148,117

Up $301,793 (+16%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin91st percentile

Revenue

Up

$487,668

Up $335,767 (+221%) from 2023

Expenses

Up

$182,530

Up $73,187 (+67%) from 2023

Net Income

Up

$305,138

Up $262,580 (+617%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth79th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $426,383Liabilities 2011: $02011Assets 2012: $609,622Liabilities 2012: $02012Assets 2013: $873,326Liabilities 2013: $02013Assets 2014: $1,092,399Liabilities 2014: $02014Assets 2015: $1,146,440Liabilities 2015: $02015Assets 2019: $1,867,730Liabilities 2019: $02019Assets 2020: $2,005,526Liabilities 2020: $0Net Assets 2020: $2,005,5262020Assets 2021: $1,913,558Liabilities 2021: $0Net Assets 2021: $1,913,5582021Assets 2022: $1,822,149Liabilities 2022: $0Net Assets 2022: $1,822,1492022Assets 2023: $1,846,324Liabilities 2023: $0Net Assets 2023: $1,846,3242023Assets 2024: $2,148,117Liabilities 2024: $0Net Assets 2024: $2,148,1172024

Highlighted filing

2024

Assets$2,148,117
Liabilities$0
Net Assets$2,148,117
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $22,275Expenses 2011: $23,435Net Income 2011: -$1,1602011Revenue 2012: $171,284Expenses 2012: $25,430Net Income 2012: $145,8542012Revenue 2013: $204,890Expenses 2013: $31,930Net Income 2013: $172,9602013Revenue 2014: $229,072Expenses 2014: $44,430Net Income 2014: $184,6422014Revenue 2015: $211,763Expenses 2015: $54,905Net Income 2015: $156,8582015Revenue 2019: $114,804Expenses 2019: $79,230Net Income 2019: $35,5742019Revenue 2020: $196,098Expenses 2020: $100,330Net Income 2020: $95,7682020Revenue 2021: $794,175Expenses 2021: $150,595Net Income 2021: $643,5802021Revenue 2022: $42,395Expenses 2022: $134,679Net Income 2022: -$92,2842022Revenue 2023: $151,901Expenses 2023: $109,343Net Income 2023: $42,5582023Revenue 2024: $487,668Expenses 2024: $182,530Net Income 2024: $305,1382024

Highlighted filing

2024

Revenue$487,668
Expenses$182,530
Net Income$305,138
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$2,148,117
Liabilities
$0
Net assets
$2,148,117
Revenue
$487,668
Expenses
$182,530
Net income
$305,138
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.49$0.18$0.31
2023Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.15$0.11$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.04$0.13$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.79$0.15$0.64
2020Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.20$0.10$0.10
2019Summary only. Only limited summary data is available for this year.$1.87$0.00$0.11$0.08$0.04
2015Summary only. Only limited summary data is available for this year.$1.15$0.00$0.21$0.05$0.16
2014Summary only. Only limited summary data is available for this year.$1.09$0.00$0.23$0.04$0.18
2013Summary only. Only limited summary data is available for this year.$0.87$0.00$0.20$0.03$0.17
2012Summary only. Only limited summary data is available for this year.$0.61$0.00$0.17$0.03$0.15
2011Summary only. Only limited summary data is available for this year.$0.43$0.00$0.02$0.02$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID S CARLSONCEO-$0--
BRENDA K CARLSONCFO And Secr-$0--
Filing and Contact Details

Filer

Filer Name
The David S and Brenda K Carlson Fo
EIN
68-0467243
In Care Of
% DAVID S CARLSON
Phone
9259377285
Address
889 MOHICAN COURT, WALNUT CREEK, CA 94598

Signing Officer

Name
David S Carlson
Title
CEO
Phone
9254484554
Signed
2025-05-12
Discuss with paid preparer
No

Preparer

Firm
Mark Halversen CPA
Address
PO Box 23499, Pleasant Hill, CA 94523-0499
Preparer
Mark Halversen
Phone
9256871040
Raw XML Appendix328 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/AddressLine1Txt31360 E TREGA42695 WASHINGTONLLAS RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41400 TREAT BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt52900 N ROCKY POINT DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt610 KORET WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt74939 W MONTROSE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MARTINEZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ALEXANDRIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Palm Desert
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4WALNUT CREEK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5TAMPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7CHICAGO
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194553
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd222314
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd392211
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd494597
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd533607
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd694143
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd760641
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0180000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0DAVID S AND BRENDA K CARLSON
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0889 MOHICAN CT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0WALNUT CREEK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd094598
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0265686
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0265686
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0300 COSCO 88562 PER SHARE
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-09-24
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0400
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02450
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1895
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEES AND PENALTIES
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1OTHER ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0UBS MANAGEMENT FE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt080
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CAPITAL GAINS FROM MUTUAL FUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0148774
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0OTHER PROFESSIONAL
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt01050
TaxesSchedule/TaxesDetail/Amt10
TaxesSchedule/TaxesDetail/CategoryTxt0STATE OF CALIFORNIA
TaxesSchedule/TaxesDetail/CategoryTxt1FRANCHISE TAX BOARD
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID S CARLSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum09254484554
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DAVID S AND BRENDA K CARLSON FO
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0680467243
ReturnHeader/Filer/InCareOfNm0% DAVID S CARLSON
ReturnHeader/Filer/PhoneNum09259377285
ReturnHeader/Filer/USAddress/AddressLine1Txt0889 MOHICAN COURT
ReturnHeader/Filer/USAddress/CityNm0WALNUT CREEK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094598
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208169085
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Mark Halversen CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 23499
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pleasant Hill
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0945230499
ReturnHeader/PreparerPersonGrp/PhoneNum09256871040
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK HALVERSEN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-14T19:34:24-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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