Civic Intelligence

Scott Carter Foundation

990 • Fiscal year 2017 • EIN 73-1437230

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 26, 2018

PO Box 700448Tulsa, OK 74170

(918) 232-0740

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

81st percentile

25%

Higher net margin than 81% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

69th percentile

17%

Faster asset growth than 69% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

74th percentile

22%

Faster revenue growth than 74% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$438,905

Up $64,609 (+17%) from 2016

Net Assets

Up

$438,905

Up $64,609 (+17%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$253,837

Up $45,568 (+22%) from 2016

Expenses

Down

$189,228

Down $88,040 (-32%) from 2016

Net Income

Up

$64,609

Up $133,608 (+194%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $175,204Liabilities 2010: $02010Assets 2011: $125,391Liabilities 2011: $0Net Assets 2011: $125,3912011Assets 2012: $146,465Liabilities 2012: $0Net Assets 2012: $146,4652012Assets 2013: $385,124Liabilities 2013: $0Net Assets 2013: $385,1242013Assets 2014: $372,552Liabilities 2014: $0Net Assets 2014: $372,5522014Assets 2015: $443,295Liabilities 2015: $0Net Assets 2015: $443,2952015Assets 2016: $374,296Liabilities 2016: $0Net Assets 2016: $374,2962016Assets 2017: $438,905Liabilities 2017: $0Net Assets 2017: $438,9052017Assets 2018: $384,290Liabilities 2018: $0Net Assets 2018: $384,2902018Assets 2019: $609,031Liabilities 2019: $0Net Assets 2019: $609,0312019Assets 2020: $941,055Liabilities 2020: $0Net Assets 2020: $941,0552020Assets 2021: $1,085,357Liabilities 2021: $0Net Assets 2021: $1,085,3572021Assets 2022: $1,113,240Liabilities 2022: $0Net Assets 2022: $1,113,2402022Assets 2023: $1,442,059Liabilities 2023: $0Net Assets 2023: $1,442,0592023Assets 2024: $1,411,495Liabilities 2024: $0Net Assets 2024: $1,411,4952024

Highlighted filing

2017

Assets$438,905
Liabilities$0
Net Assets$438,905

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2010: $144,883Expenses 2010: $233,054Net Income 2010: -$88,1712010Expenses 2011: $222,7612011Expenses 2012: $192,0122012Revenue 2013: $368,346Expenses 2013: $129,687Net Income 2013: $238,6592013Revenue 2014: $229,061Expenses 2014: $241,633Net Income 2014: -$12,5722014Revenue 2015: $299,854Expenses 2015: $216,082Net Income 2015: $83,7722015Revenue 2016: $208,269Expenses 2016: $277,268Net Income 2016: -$68,9992016Revenue 2017: $253,837Expenses 2017: $189,228Net Income 2017: $64,6092017Revenue 2018: $240,900Expenses 2018: $292,417Net Income 2018: -$51,5172018Revenue 2019: $365,956Expenses 2019: $191,895Net Income 2019: $174,0612019Revenue 2020: $458,835Expenses 2020: $198,949Net Income 2020: $259,8862020Revenue 2021: $239,328Expenses 2021: $157,469Net Income 2021: $81,8592021Revenue 2022: $406,435Expenses 2022: $228,771Net Income 2022: $177,6642022Revenue 2023: $423,818Expenses 2023: $307,369Net Income 2023: $116,4492023Revenue 2024: $343,251Expenses 2024: $421,836Net Income 2024: -$78,5852024

Highlighted filing

2017

Revenue$253,837
Expenses$189,228
Net Income$64,609
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 26, 2018
Return Version
2017v2.3
Gross Receipts
$353,027
Mission and Program Overview

Mission

To fund research projects directed toward a cure for childhood cancers

To fund research projects directed toward a cure for childhood cancers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$374,296$438,905▲ $64,609
Cash and Non-Interest-Bearing Accounts$157,108$221,644▲ $64,536
Savings and Temporary Cash Investments$217,188$217,261▲ $73
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$374,296$438,905▲ $64,609
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$374,296$438,905▲ $64,609
Total Liabilities and Net Assets / Fund Balance$374,296$438,905▲ $64,609

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$30,910$30,910
Compensation and Service Providers

Board Members and Trustees

NameTitle
Michael CarterTrustee
Paula CarterTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$240,278
Program Service Revenue
$0
Investment Income
$224
Other Revenue
$13,335
All Other Contributions
$72,078
Change in Net Assets
$64,609
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$129,079
Other Expenses$60,149
Total Fundraising Expense$22,745
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$129,079--$129,079
Advertising$2,412-$22,745$25,157
Travel$15,003--$15,003
All Other Expenses$587$3,268-$3,855
Office Expenses-$3,122-$3,122
Other Expenses$4,452$1,672-$1,672
Insurance-$527-$527
Total Functional Expenses$151,533$14,950$22,745$189,228
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Shark Shootout CharitiesWest Palm Beach, FL501(c)(3)To Fund Cancer Research.$65,000
CHILDREN'S CANCER THERAPY DEVELOPMENT INSTITUTEFort Collins, CO501(c)(3)Cancer Research$45,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$112,525
Fundraising Direct Expenses$99,190
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Big Show, Golf Tournament$238,661$70,461$39,476$30,985
Disney Marathon$42,064$42,064$2,251$39,813
Total Events$280,725$112,525$99,190$13,335
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

The trustees have a family relationship.

Form 990, Part VI, Section B, Line 11B

The form 990 will be reviewed by the trustees prior to filing.

Form 990, Part VI, Section C, Line 19

The organization may make these documents available upon request.

Filing and Contact Details

Filer

Filer Name
Scott Carter Foundation
EIN
73-1437230
Phone
9182320740
Address
PO BOX 700448, TULSA, OK 74170

Signing Officer

Name
Paula Carter
Title
Trustee
Phone
9182320740
Signed
2018-06-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paula Carter
Formed
1994
Legal Domicile
Ok
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
45

Preparer

Firm
STANFIELD O'DELL PC
Address
1350 S BOULDER AVE STE 800, TULSA, OK 74119
Preparer
Daniel P Skerbitz CPA
Phone
9186280500
Raw XML Appendix355 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 WILL BE REVIEWED BY THE TRUSTEES PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAY MAKE THESE DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
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IRS990/TotalContributionsAmt0240278
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt022745
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt014950
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0151533
IRS990/TotalFunctionalExpensesGrp/TotalAmt0189228
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0374296
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0438905
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0151533
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt013335
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0224
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0253837
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt045
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0374296
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0438905
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt015003
IRS990/TravelGrp/TotalAmt015003
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 700448
IRS990/USAddress/CityNm0TULSA
IRS990/USAddress/StateAbbreviationCd0OK
IRS990/USAddress/ZIPCd074170
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0WWW.SCOTTCARTERFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAULA CARTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09182320740
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SCOTT CARTER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SCOT
ReturnHeader/Filer/EIN0731437230
ReturnHeader/Filer/PhoneNum09182320740
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 700448
ReturnHeader/Filer/USAddress/CityNm0TULSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074170
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0009D62EE35F116204F2CF7D260D0937AF2B6F8B4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CEE76077663258657780DAB5797CD4FBBDED75C2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0172.127.36.57
ReturnHeader/FilingSecurityInformation/IPDt02018-06-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:57:26
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731293433
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STANFIELD O'DELL PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01350 S BOULDER AVE STE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TULSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd074119
ReturnHeader/PreparerPersonGrp/PhoneNum09186280500
ReturnHeader/PreparerPersonGrp/PreparationDt02018-06-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL P SKERBITZ CPA
ReturnHeader/ReturnTs02018-08-07T17:46:42-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.41$0.00$1.41$0.34$0.42$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.44$0.00$1.44$0.42$0.31$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.00$1.11$0.41$0.23$0.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$0.00$1.09$0.24$0.16$0.08
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.00$0.94$0.46$0.20$0.26
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.00$0.61$0.37$0.19$0.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.38$0.00$0.38$0.24$0.29$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.25$0.19$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.37$0.00$0.37$0.21$0.28$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.30$0.22$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.23$0.24$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.37$0.13$0.24
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.00$0.15$0.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.13$0.00$0.13$0.22
2010Summary only. Only limited summary data is available for this year.$0.18$0.00$0.14$0.23$0.09