Civic Intelligence

Carter Family Foundation

990PF • Fiscal year 2019 • EIN 75-2964190

Jan 01, 2019 to Dec 31, 2019 • Filed on May 13, 2020

Organization Profile
4757 Frank Luke DriveAddison, TX 75001-3202

(972) 713-0702

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

59th percentile

0.00x

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

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

Net Margin

43rd percentile

0.0%

Higher net margin than 43% 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

48th percentile

0.0%

Faster asset growth than 48% of similar nonprofits.

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

Revenue Growth

62nd percentile

8.0%

Faster revenue growth than 62% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Flat

$133

Flat from 2018

Net Assets

Flat

$133

Flat from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin43rd percentile

Revenue

Up

$1,000

Up $74 (+8.0%) from 2018

Expenses

Up

$1,000

Up $75 (+8.1%) from 2018

Net Income

Down

$0

Down $1 (-100%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$400$300$200$100$0Assets 2011: $372Liabilities 2011: $02011Assets 2012: $292Liabilities 2012: $02012Assets 2013: $212Liabilities 2013: $0Net Assets 2013: $2122013Assets 2014: $132Liabilities 2014: $0Net Assets 2014: $1322014Assets 2015: $132Liabilities 2015: $12015Assets 2016: $132Liabilities 2016: $0Net Assets 2016: $1322016Assets 2017: $132Liabilities 2017: $0Net Assets 2017: $1322017Assets 2018: $133Liabilities 2018: $0Net Assets 2018: $1332018Assets 2019: $133Liabilities 2019: $0Net Assets 2019: $1332019Assets 2020: $133Liabilities 2020: $0Net Assets 2020: $1332020Assets 2021: $133Liabilities 2021: $0Net Assets 2021: $1332021Assets 2022: $259Liabilities 2022: $0Net Assets 2022: $2592022Assets 2023: $259Liabilities 2023: $12023Assets 2024: $259Liabilities 2024: $0Net Assets 2024: $2592024

Highlighted filing

2019

Assets$133
Liabilities$0
Net Assets$133
Open 2019 Filing

Operations Trend

Revenue Growth62nd percentile

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

$1.5K$1.0K$500$0Revenue 2011: $542Expenses 2011: $0Net Income 2011: $5422011Revenue 2012: $493Expenses 2012: $0Net Income 2012: $4932012Revenue 2013: $609Expenses 2013: $0Net Income 2013: $6092013Revenue 2014: $540Expenses 2014: $0Net Income 2014: $5402014Revenue 2015: $550Expenses 2015: $0Net Income 2015: $5502015Revenue 2016: $500Expenses 2016: $0Net Income 2016: $5002016Revenue 2017: $600Expenses 2017: $0Net Income 2017: $6002017Revenue 2018: $926Expenses 2018: $925Net Income 2018: $12018Revenue 2019: $1,000Expenses 2019: $1,000Net Income 2019: $02019Revenue 2020: $900Expenses 2020: $900Net Income 2020: $02020Revenue 2021: $800Expenses 2021: $800Net Income 2021: $02021Revenue 2022: $850Expenses 2022: $724Net Income 2022: $1262022Revenue 2023: $950Expenses 2023: $950Net Income 2023: $02023Revenue 2024: $1,050Expenses 2024: $1,050Net Income 2024: $02024

Highlighted filing

2019

Revenue$1,000
Expenses$1,000
Net Income$0
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 13, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA J CARTERDirector/President-$0--
CHRISTINA CARTER URSCHELDirector-$0--
RONALD LEE CARTER SRDirector-$0--
DONALD J CARTER JRDirector-$0--
JEFFREY FINKSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Carter Family Foundation
EIN
75-2964190
Phone
9727130702
Address
4757 FRANK LUKE DRIVE, ADDISON, TX 75001-3202

Signing Officer

Name
Linda J Carter
Title
President
Phone
9727130702
Signed
2020-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Judd Thomas Smith & Co Pc
Address
12222 MERIT DR SUITE 1900, DALLAS, TX 75251
Preparer
Linda S Jahnke
Phone
9726615872
Raw XML Appendix292 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LINDA J CARTER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR/PRESIDENT
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt07
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0918
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0593
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0493
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0544
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0611
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0611
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03541
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0993
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0918
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0593
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0493
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0544
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0993
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04152
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03159
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA J CARTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09727130702
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARTER FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CART
ReturnHeader/Filer/EIN0752964190
ReturnHeader/Filer/PhoneNum09727130702
ReturnHeader/Filer/USAddress/AddressLine1Txt04757 FRANK LUKE DRIVE
ReturnHeader/Filer/USAddress/CityNm0ADDISON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0750013202
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0821CF68E704E1E812DE2999AC029EA859E0F17C9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0211B02A14196DCFD9268E356E446A714C8548ED1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.78.72.154
ReturnHeader/FilingSecurityInformation/IPDt02020-05-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:10:43
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0751668928
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JUDD THOMAS SMITH & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012222 MERIT DR SUITE 1900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075251
ReturnHeader/PreparerPersonGrp/PhoneNum09726615872
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LINDA S JAHNKE
ReturnHeader/ReturnTs02020-07-10T09:05:27-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$133
Liabilities
$0
Net assets
$133
Revenue
$1,000
Expenses
$1,000
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$259$0$259$1,050$1,050$0
2023Summary only. Only limited summary data is available for this year.$259$1$950$950$0
2022Detailed filing. Detailed filing data is available for this year.$259$0$259$850$724$126
2021Detailed filing. Detailed filing data is available for this year.$133$0$133$800$800$0
2020Detailed filing. Detailed filing data is available for this year.$133$0$133$900$900$0
2019Detailed filing. Detailed filing data is available for this year.$133$0$133$1,000$1,000$0
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$133$0$133$926$925$1
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$132$0$132$600$0$600
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$132$0$132$500$0$500
2015Summary only. Only limited summary data is available for this year.$132$1$550$0$550
2014Detailed filing. Detailed filing data is available for this year.$132$0$132$540$0$540
2013Detailed filing. Detailed filing data is available for this year.$212$0$212$609$0$609
2012Summary only. Only limited summary data is available for this year.$292$0$493$0$493
2011Summary only. Only limited summary data is available for this year.$372$0$542$0$542