Civic Intelligence

Stephen Orlando Carter & Ethel Elmira Carter Foundation

990PF • Fiscal year 2012 • EIN 72-1301324

Jul 01, 2011 to Jun 30, 2012 • Filed on Feb 15, 2013

775 Oak Grove Highway70643
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

43rd percentile

-1.8%

Faster asset growth than 43% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$281,156

Down $5,105 (-1.8%) from 2011

Net Assets

$281,156

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$15,807

Down $2,977 (-16%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $286,261Liabilities 2011: $02011Assets 2012: $281,156Liabilities 2012: $0Net Assets 2012: $281,1562012Assets 2013: $281,254Liabilities 2013: $0Net Assets 2013: $281,2542013Assets 2014: $279,271Liabilities 2014: $0Net Assets 2014: $279,2712014Assets 2015: $342,768Liabilities 2015: $0Net Assets 2015: $342,7682015Assets 2016: $348,045Liabilities 2016: $0Net Assets 2016: $348,0452016Assets 2018: $348,995Liabilities 2018: $0Net Assets 2018: $348,9952018Assets 2019: $359,364Liabilities 2019: $0Net Assets 2019: $359,3642019Assets 2020: $347,211Liabilities 2020: $0Net Assets 2020: $347,2112020Assets 2021: $360,765Liabilities 2021: $0Net Assets 2021: $360,7652021Assets 2022: $391,809Liabilities 2022: $0Net Assets 2022: $391,8092022Assets 2023: $404,131Liabilities 2023: $0Net Assets 2023: $404,1312023Assets 2024: $392,034Liabilities 2024: $0Net Assets 2024: $392,0342024

Highlighted filing

2012

Assets$281,156
Liabilities$0
Net Assets$281,156

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $7,173Expenses 2011: $18,784Net Income 2011: -$11,6112011Expenses 2012: $15,8072012Expenses 2013: $16,0222013Revenue 2014: $27,555Expenses 2014: $29,538Net Income 2014: -$1,9832014Revenue 2015: $85,926Expenses 2015: $22,429Net Income 2015: $63,4972015Revenue 2016: $22,065Expenses 2016: $16,788Net Income 2016: $5,2772016Revenue 2018: $34,380Expenses 2018: $29,816Net Income 2018: $4,5642018Revenue 2019: $36,058Expenses 2019: $25,689Net Income 2019: $10,3692019Revenue 2020: $16,756Expenses 2020: $28,909Net Income 2020: -$12,1532020Revenue 2021: $30,758Expenses 2021: $17,204Net Income 2021: $13,5542021Revenue 2022: $44,460Expenses 2022: $13,416Net Income 2022: $31,0442022Revenue 2023: $19,579Expenses 2023: $7,257Net Income 2023: $12,3222023Revenue 2024: $8,612Expenses 2024: $20,709Net Income 2024: -$12,0972024

Highlighted filing

2012

Revenue-
Expenses$15,807
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Feb 15, 2013
Return Version
2011v1.5
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jan StanleyTrustee-$0--
Mr Larre ButlerTrustee-$0--
Mr Brandon Jerome CarterTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-To provide an academic scholarship to attend college for the 2011/2012 school year.N/ABell City, LA, US$4,500
Paid Grant-To provide an academic scholarship to attend college for the 2011/2012 school year.N/AGrand Chenier, LA, US$4,500
Paid Grant-To provide an academic scholarship to attend college for the 2011/2012 school year.N/ANew Orleans, LA, US$4,500
Filing and Contact Details

Filer

EIN
72-1301324
Raw XML Appendix392 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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Jan Stanley
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount04500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount14500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount24500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0To provide an academic scholarship to attend college for the 2011/2012 school year.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1To provide an academic scholarship to attend college for the 2011/2012 school year.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2To provide an academic scholarship to attend college for the 2011/2012 school year.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0Misty LeSeur
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1Lauren Carter
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2Hannah Bollich
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1Daughter
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine105249 Aubrey Lane
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11813 Oak Grove Hwy
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine126221 St Anthony
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0Bell City
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1Grand Chenier
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2New Orleans
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0LA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1LA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2LA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode070630
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode170643
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode270122
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear013500
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted00
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1016500
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2019500
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3025500
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4018000
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear093000
IRS990PF/UndistributedIncome/ExcessFromCurrentYear013500
IRS990PF/UndistributedIncome/ExcessFromYear1016500
IRS990PF/UndistributedIncome/ExcessFromYear2019500
IRS990PF/UndistributedIncome/ExcessFromYear3025500
IRS990PF/UndistributedIncome/ExcessFromYear4018000
IRS990PF/UndistributedIncome/QualifyingDistributions013500
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus013500
IRS990PF/UndistributedIncome/TotalCorpus093000
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover079500
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome00
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount01085
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0Advisory Solutions Program Fees
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome01085
TaxesSchedule/Taxes/Amount0122
TaxesSchedule/Taxes/Category0Income Tax
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0721301324
ReturnHeader/Filer/Name/BusinessNameLine10Stephen O & Ethel E Carter Foundation
ReturnHeader/Filer/NameControl0STEP
ReturnHeader/Filer/Phone03375131421
ReturnHeader/Filer/USAddress/AddressLine10775 Oak Grove Highway
ReturnHeader/Filer/USAddress/City0Grand Chenier
ReturnHeader/Filer/USAddress/State0LA
ReturnHeader/Filer/USAddress/ZIPCode070643
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-02-15
ReturnHeader/Officer/Name0Mr Brandon Jerome Carter
ReturnHeader/Officer/Title0Trustee
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10STULB & ASSOCIATES APAC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10800 RYAN ST STE 200
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0LAKE CHARLES
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0LA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0706014245
ReturnHeader/Preparer/Name0James F Stulb
ReturnHeader/Preparer/Phone03374941240
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-02-15T13:06:53-08:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.09$0.21$0.12
2023Detailed filing. Detailed filing data is available for this year.$4.04$0.00$4.04$0.20$0.07$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.92$0.00$3.92$0.44$0.13$0.31
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.61$0.00$3.61$0.31$0.17$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.47$0.00$3.47$0.17$0.29$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.59$0.00$3.59$0.36$0.26$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.49$0.00$3.49$0.34$0.30$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.48$0.00$3.48$0.22$0.17$0.05
2015Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.86$0.22$0.63
2014Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.28$0.30$0.02
2013Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.16
2012Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.16
2011Summary only. Only limited summary data is available for this year.$2.86$0.00$0.07$0.19$0.12