Civic Intelligence

Carson Foundation

990PF • Fiscal year 2022 • EIN 76-0535539

Jan 01, 2022 to Dec 31, 2022 • Filed on Jul 25, 2023

413 Tennessee AveAlexandria, VA 22305

(410) 440-8136

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

12th percentile

-59%

Higher net margin than 12% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

47th percentile

$3,000

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 5.5% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

3rd percentile

-35%

Faster asset growth than 3% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

75th percentile

32%

Faster revenue growth than 75% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$1,225,940

Down $647,582 (-35%) from 2021

Net Assets

Down

$1,225,940

Down $647,582 (-35%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$54,895

Up $13,164 (+32%) from 2021

Expenses

Down

$87,019

Down $91,911 (-51%) from 2021

Net Income

Up

-$32,124

Up $105,075 (+77%) from 2021

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $682,183Liabilities 2011: $02011Assets 2012: $1,864,675Liabilities 2012: $50,0002012Assets 2013: $1,746,538Liabilities 2013: $02013Assets 2014: $1,643,246Liabilities 2014: $02014Assets 2015: $1,598,623Liabilities 2015: $0Net Assets 2015: $1,598,6232015Assets 2016: $1,506,572Liabilities 2016: $0Net Assets 2016: $1,506,5722016Assets 2017: $1,348,959Liabilities 2017: $6,086Net Assets 2017: $1,342,8732017Assets 2018: $1,303,899Liabilities 2018: $0Net Assets 2018: $1,303,8992018Assets 2019: $1,712,753Liabilities 2019: $02019Assets 2020: $1,760,703Liabilities 2020: $0Net Assets 2020: $1,760,7032020Assets 2021: $1,873,522Liabilities 2021: $0Net Assets 2021: $1,873,5222021Assets 2022: $1,225,940Liabilities 2022: $0Net Assets 2022: $1,225,9402022Assets 2023: $1,705,907Liabilities 2023: $3,000Net Assets 2023: $1,702,9072023Assets 2024: $1,880,656Liabilities 2024: $3,000Net Assets 2024: $1,877,6562024

Highlighted filing

2022

Assets$1,225,940
Liabilities$0
Net Assets$1,225,940

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $58,345Expenses 2011: $44,119Net Income 2011: $14,2262011Revenue 2012: $1,278,695Expenses 2012: $69,154Net Income 2012: $1,209,5412012Revenue 2013: $99,030Expenses 2013: $205,232Net Income 2013: -$106,2022013Revenue 2014: $73,222Expenses 2014: $192,101Net Income 2014: -$118,8792014Revenue 2015: $106,792Expenses 2015: $145,424Net Income 2015: -$38,6322015Revenue 2016: $67,461Expenses 2016: $146,920Net Income 2016: -$79,4592016Revenue 2017: $18,456Expenses 2017: $178,619Net Income 2017: -$160,1632017Revenue 2018: $173,504Expenses 2018: $199,660Net Income 2018: -$26,1562018Revenue 2019: $107,235Expenses 2019: $152,578Net Income 2019: -$45,3432019Revenue 2020: $128,993Expenses 2020: $97,156Net Income 2020: $31,8372020Revenue 2021: $41,731Expenses 2021: $178,930Net Income 2021: -$137,1992021Revenue 2022: $54,895Expenses 2022: $87,019Net Income 2022: -$32,1242022Revenue 2023: $570,863Expenses 2023: $93,896Net Income 2023: $476,9672023Revenue 2024: $257,094Expenses 2024: $82,345Net Income 2024: $174,7492024

Highlighted filing

2022

Revenue$54,895
Expenses$87,019
Net Income-$32,124
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jul 25, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALBERT WINGATEVP/Sec-$3,000-$3,000
LYNN P CHAVARRIAVP/Treas-$3,000-$3,000
C NEAL CARSONPresident-$0--
TAJ C CARSONVP/President-$0--
MICHAEL CHINVice President-$0--
Filing and Contact Details

Filer

Filer Name
Carson Foundation
EIN
76-0535539
Phone
4104408136
Address
413 TENNESSEE AVE, ALEXANDRIA, VA 22305

Signing Officer

Name
Taj Carson
Title
President
Phone
4104408136
Signed
2023-07-25
Discuss with paid preparer
Yes

Preparer

Firm
Lanigan Ryan Pc
Address
9841 WASHINGTONIAN BLVD SUITE 300, GAITHERSBURG, MD 20878
Preparer
Christopher Mathews
Phone
3012588900
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17310917
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1745381
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt175993
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17712051
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17914948
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABBVIE INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ACUITY BRANDS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ALLSTATE CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ALPHABET INC CAP STOCK CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AON PLC REGISTERED SHS CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5APOGEE ENTERPRISES INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6APPLE INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7APPLE INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8ARCH RES INC DEL CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9ATLAS AIR WORLDWIDE HLDGS INC COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10ATMOS ENERGY CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11AUTONATION INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12AVALONBAY CMNTYS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13BAKER HUGHES CO CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14BEST BUY INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15BHP GROUP LTD SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16BOISE CASCADE CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17BOYD GAMING CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18BRADY CORP CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19BRUNSWICK CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20CABOT CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21CADENCE DESIGN SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22CADENCE DESIGN SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23CAPRI HOLDINGS LT SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24CARLISLE COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25CHEMED CORP NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26CHEMED CORP NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27CHEVRON CORP NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28CHORD ENERGY CORP COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29CHURCH & DWIGHT INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30CIENA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31CINTAS CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32CIRRUS LOGIC INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33CISCO SYS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34CIVITAS RES INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35COCA COLA CO COM

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.26$0.08$0.17
2023Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.70$0.57$0.09$0.48
2022Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.05$0.09$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.04$0.18$0.14
2020Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.13$0.10$0.03
2019Summary only. Only limited summary data is available for this year.$1.71$0.00$0.11$0.15$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.17$0.20$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.35$0.01$1.34$0.02$0.18$0.16
2016Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.07$0.15$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.11$0.15$0.04
2014Summary only. Only limited summary data is available for this year.$1.64$0.00$0.07$0.19$0.12
2013Summary only. Only limited summary data is available for this year.$1.75$0.00$0.10$0.21$0.11
2012Summary only. Only limited summary data is available for this year.$1.86$0.05$1.28$0.07$1.21
2011Summary only. Only limited summary data is available for this year.$0.68$0.00$0.06$0.04$0.01