Civic Intelligence

Carmel-By-The Sea Public Library Foundation

990 • Fiscal year 2022 • EIN 77-0257681

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 03, 2022

Organization ProfileCARMELPUBLICLIBRARYFOUNDATION.ORG

View Organization Page

Post Office Box 2042Carmel, CA 93921

(831) 624-2811

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

8th percentile

0.01x

Higher debt load relative to revenue than 8% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

95th percentile

76%

Higher net margin than 95% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

35th percentile

$138,317

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 5.0% of source-year revenue.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

28th percentile

-6.1%

Faster asset growth than 28% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

96th percentile

220%

Faster revenue growth than 96% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets9th percentile

Assets

Down

$11,330,278

Down $732,302 (-6.1%) from 2021

Net Assets

Down

$11,308,429

Down $737,352 (-6.1%) from 2021

Liabilities

Up

$21,849

Up $5,050 (+30%) from 2021

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin95th percentile

Revenue

Up

$2,778,911

Up $1,911,480 (+220%) from 2021

Expenses

Up

$660,436

Up $7,539 (+1.2%) from 2021

Net Income

Up

$2,118,475

Up $1,903,941 (+887%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$30M$20M$10M$0Assets 2011: $5,035,360Liabilities 2011: $6,198Net Assets 2011: $5,029,1622011Assets 2012: $5,057,031Liabilities 2012: $14,005Net Assets 2012: $5,043,0262012Assets 2013: $5,402,304Liabilities 2013: $3,190Net Assets 2013: $5,399,1142013Assets 2014: $5,888,673Liabilities 2014: $3,191Net Assets 2014: $5,885,4822014Assets 2015: $6,359,711Liabilities 2015: $13,095Net Assets 2015: $6,346,6162015Assets 2016: $6,602,542Liabilities 2016: $2,678Net Assets 2016: $6,599,8642016Assets 2017: $7,110,244Liabilities 2017: $0Net Assets 2017: $7,110,2442017Assets 2018: $8,008,446Liabilities 2018: $4,513Net Assets 2018: $8,003,9332018Assets 2019: $8,084,243Liabilities 2019: $29,951Net Assets 2019: $8,054,2922019Assets 2020: $9,885,183Liabilities 2020: $11,779Net Assets 2020: $9,873,4042020Assets 2021: $12,062,580Liabilities 2021: $16,799Net Assets 2021: $12,045,7812021Assets 2022: $11,330,278Liabilities 2022: $21,849Net Assets 2022: $11,308,4292022Assets 2023: $11,917,628Liabilities 2023: $35,105Net Assets 2023: $11,882,5232023Assets 2025: $21,931,542Liabilities 2025: $19,090Net Assets 2025: $21,912,4522025

Highlighted filing

2022

Assets$11,330,278
Liabilities$21,849
Net Assets$11,308,429
Open 2022 Filing

Operations Trend

Revenue Growth96th percentile

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

$10M$5.0M$0-$5.0MExpenses 2011: $602,0142011Expenses 2012: $608,1862012Expenses 2013: $571,5042013Revenue 2014: $725,568Expenses 2014: $566,419Net Income 2014: $159,1492014Revenue 2015: $1,301,120Expenses 2015: $578,327Net Income 2015: $722,7932015Revenue 2016: $1,065,215Expenses 2016: $596,742Net Income 2016: $468,4732016Revenue 2017: $835,339Expenses 2017: $580,990Net Income 2017: $254,3492017Revenue 2018: $1,828,057Expenses 2018: $580,040Net Income 2018: $1,248,0172018Revenue 2019: $740,287Expenses 2019: $690,119Net Income 2019: $50,1682019Revenue 2020: $2,344,161Expenses 2020: $821,333Net Income 2020: $1,522,8282020Revenue 2021: $867,431Expenses 2021: $652,897Net Income 2021: $214,5342021Revenue 2022: $2,778,911Expenses 2022: $660,436Net Income 2022: $2,118,4752022Revenue 2023: $636,140Expenses 2023: $759,903Net Income 2023: -$123,7632023Revenue 2025: $8,607,390Expenses 2025: $1,185,418Net Income 2025: $7,421,9722025

Highlighted filing

2022

Revenue$2,778,911
Expenses$660,436
Net Income$2,118,475
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 3, 2022
Return Version
2021v4.2
Gross Receipts
$7,464,892
Mission and Program Overview

Mission

To provide financial support for the public library ofcarmel-by-the-sea, harrison memorial library.

To provide financial support for carmel public library

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$11,622,522$10,951,112▼ $671,410
Savings and Temporary Cash Investments$178,545$178,545→ $0
Cash and Non-Interest-Bearing Accounts$67,367$38,644▼ $28,723
Prepaid Expenses and Deferred Charges$2,419$2,448▲ $29
Land, Buildings, and Equipment, Net$1,941$1,648▼ $293
Accounts Receivable$500$1,000▲ $500
Total Assets$12,062,580$11,330,278▼ $732,302
Other Assets Total$189,286$156,881▼ $32,405
Liabilities
Other Liabilities$14,850$18,000▲ $3,150
Accounts Payable and Accrued Expenses$1,949$3,849▲ $1,900
Total Liabilities$16,799$21,849▲ $5,050
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,647,331$7,365,782▼ $281,549
Net Assets With Donor Restrictions$4,398,450$3,942,647▼ $455,803
Total Net Assets Fund Balance$12,045,781$11,308,429▼ $737,352
Total Liabilities and Net Assets / Fund Balance$12,062,580$11,330,278▼ $732,302

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$28,428$28,428
Equipment$390$9,047$9,437
Leasehold Improvements$1,258$4,023$5,281

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$7,698,484$85,699▼ $707,890$158,400$6,884,836
2021$4,820,604$1,903,405▲ $992,518-$7,698,484
2020$5,000,471$11,996▲ $153,640$328,351$4,820,604
2019$5,004,699$22,290▲ $94,662$104,454$5,000,471
2018$4,663,446$79,110▲ $514,889$236,084$5,004,699
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alexandra FallonExecutive DirectorFT$131,317$7,000$138,317

Board Members and Trustees

NameTitle
Marci MeauxPresident
Letitia a BennettVice President
Aaron FlinkDirector
Jackie HenningDirector
Ken CranstoneDirector
Pamela NeimanDirector
Pinney AllenDirector
Rebecca Wolf ArnoldDirector
Stephen DyerDirector
Susan GalvanSecretary
Carmine LepianeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,091,422
Program Service Revenue
$2,843
Investment Income
$1,713,742
Other Revenue
$-29,096
All Other Contributions
$951,644
Change in Net Assets
$2,118,475
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$291,100
Salaries, Compensation, and Employee Benefits$195,461
Other Expenses$173,875
Total Fundraising Expense$97,925
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$291,100--$291,100
Current Officers, Directors, Trustees, and Key Employees$30,086$72,380$49,988$152,454
Fees for Service Investment Mgmnt Fees-$53,334-$53,334
Advertising$3,132$14,263$12,823$30,218
Other Salaries and Wages$4,709$11,328$7,823$23,860
Fees for Services Accounting$2,952$13,436$4,787$21,175
Fees for Services Other$3,455$8,312$5,741$17,508
Payroll Taxes$2,653$6,383$4,408$13,444
Office Expenses$1,088$2,619$1,808$5,515
Other Employee Benefits$506$2,271$826$3,603
Pension Plan Contributions$278$1,371$451$2,100
Depreciation Depletion$41$185$66$292
Other Expenses$271$6,397$4,786$271
Total Functional Expenses$370,232$192,279$97,925$660,436
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Harrison Memorial LibraryCarmel, CA-To Fund Library Services.$291,100
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$41,081
Fundraising Gross Income$11,985
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Event$151,763$11,985$41,081$-29,096
Total Events$151,763$11,985$41,081$-29,096
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Vacations$18,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The 990 is reviewed by the executive director and finance committee.”

Form 990, Part VI, Section B, Line 12C

“Annual review of officers, directors, trustees as needed.”

Form 990, Part VI, Section B, Line 15A

“The executive committee compares executive director compensation with similar organizations locally and nationally; salary increases are based on compensation and performance. The executive committee evaluates the executive director's performance and makes recommendations to the board of directors for approval, annually, within budgetary parameters.”

Form 990, Part VI, Section C, Line 19

“The organization's founding documents and tax return are available upon written request.”

Filing and Contact Details

Filer

Filer Name
Carmel Public Library Foundation
EIN
77-0257681
Phone
8316242811
Address
POST OFFICE BOX 2042, CARMEL, CA 93921

Signing Officer

Name
Marci Meaux
Title
President
Phone
8316242811
Signed
2022-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marci Meaux
Formed
1990
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
2
Volunteers
14

Preparer

Firm
Bianchi Kasavan & Pope Llp
Address
450 LINCOLN AVENUE SUITE 200, SALINAS, CA 93901
Preparer
Jesse Lopez
Phone
8317575311
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“Endowment funds are to be used to support the operations of the harrison memorial library, located in carmel-by-the-sea, ca.”

PART X, LINE 2:

“The foundation is exempt from federal income taxes under section 501(c)(3) of the internal revenue code and from state franchise tax under california revenue and taxation code section 23701(d) but is subject to taxes on unrelated business income when earned. Management has considered the foundation's tax positions and believes that all of the positions taken in federal and state tax returns are more likely than not to be sustained upon examination. The foundation's returns are subject to income tax examinations by the federal and state tax authorities, generally for three years and four years, respectively, after they are filed.”

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IRS990/Desc0PROVIDE SUPPLEMENTAL FUNDS FOR THE HARRISON MEMORIAL LIBRARY FOR FREE LIBRARY SERVICE TO THE COMMUNITY IT SERVES, AS NEEDED AND REQUESTED BY THE LIBRARY BOARD OF TRUSTEES. THE FUNDS PROVIDED WERE GENERATED FROM THE GROWTH ENDOWMENT AND INVESTED FUNDS.
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IRS990/LandBldgEquipBasisNetGrp/BOYAmt01941
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01648
IRS990/LandBldgEquipCostOrOtherBssAmt043146
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04644900
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE FINANCIAL SUPPORT FOR CARMEL PUBLIC LIBRARY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt012045781
IRS990/NetAssetsOrFundBalancesEOYAmt011308429
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01447646
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01447646
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-29096
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-29096
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-2855827
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt07647331
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt07365782
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt01808
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02619
IRS990/OfficeExpensesGrp/ProgramServicesAmt01088
IRS990/OfficeExpensesGrp/TotalAmt05515
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0189286
IRS990/OtherAssetsTotalGrp/EOYAmt0156881
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0826
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02271
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0506
IRS990/OtherEmployeeBenefitsGrp/TotalAmt03603
IRS990/OtherExpensesGrp/Desc0PUBLIC PROGRAMS
IRS990/OtherExpensesGrp/Desc1BOARD AND GENERAL EXPEN
IRS990/OtherExpensesGrp/Desc2CULTIVATION EVENTS
IRS990/OtherExpensesGrp/Desc3LIBRARY CAPITAL PROJECT
IRS990/OtherExpensesGrp/FundraisingAmt04418
IRS990/OtherExpensesGrp/FundraisingAmt14786
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06397
IRS990/OtherExpensesGrp/ProgramServicesAmt027302
IRS990/OtherExpensesGrp/ProgramServicesAmt12659
IRS990/OtherExpensesGrp/ProgramServicesAmt2271
IRS990/OtherExpensesGrp/TotalAmt027302
IRS990/OtherExpensesGrp/TotalAmt113474
IRS990/OtherExpensesGrp/TotalAmt24786
IRS990/OtherExpensesGrp/TotalAmt3271
IRS990/OtherLiabilitiesGrp/BOYAmt014850
IRS990/OtherLiabilitiesGrp/EOYAmt018000
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt07823
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt011328
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04709
IRS990/OtherSalariesAndWagesGrp/TotalAmt023860
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt04408
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06383
IRS990/PayrollTaxesGrp/ProgramServicesAmt02653
IRS990/PayrollTaxesGrp/TotalAmt013444
IRS990/PensionPlanContributionsGrp/FundraisingAmt0451
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01371
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0278
IRS990/PensionPlanContributionsGrp/TotalAmt02100
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02419
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02448
IRS990/PrincipalOfficerNm0MARCI MEAUX
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0INCOME FROM PUBLIC PROGRAMS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02843
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02843
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0307961
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0297200
IRS990/PYInvestmentIncomeAmt0451926
IRS990/PYOtherExpensesAmt0184482
IRS990/PYOtherRevenueAmt0106037
IRS990/PYProgramServiceRevenueAmt01507
IRS990/PYRevenuesLessExpensesAmt0214534
IRS990/PYSalariesCompEmpBnftPaidAmt0171215
IRS990/PYTotalExpensesAmt0652897
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0867431
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt02118475
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02843
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0178545
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0178545
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt02843
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt01505
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt0292
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt0740
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt02843
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt01505
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt02551
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt0765
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt0765
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt0356992
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt0356992
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt0650
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt0356992
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt0356992
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt0356992
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt0291000
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt0291000
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt0164
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt0324699
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt032457
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt0291164
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt0291000
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt0164
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt0357156
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0291000
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0356992
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt081.510000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt0291000
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0291000
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE CARMEL PUBLIC LIBRARY FOUNDATION IS LOCATED IN THE SAME BUILDING AS THE PARK BRANCH. STAFF COMMUNICATE ON A CONTINUOUS BASIS. FOUNDATION MONTHLY AND ANNUAL FINANCIAL REPORTS ARE PROVIDED TO THE LIBRARY. THERE IS FULL TRANSPARENCY IN THESE REPORTS. LIBRARY REPRESENTATIVES ATTEND THE FOUNDATION BOARD MEETINGS AND FOUNDATION REPRESENTATIVES ATTEND THE LIBRARY MEETINGS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 2:
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt012020043
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt010355090

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,330,278
Liabilities
$21,849
Net assets
$11,308,429
Revenue
$2,778,911
Expenses
$660,436
Net income
$2,118,475
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.9$0.02$21.9$8.61$1.19$7.42
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.9$0.04$11.9$0.64$0.76$0.12
2022Detailed filing. Detailed filing data is available for this year.$11.3$0.02$11.3$2.78$0.66$2.12
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.1$0.02$12.0$0.87$0.65$0.21
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.89$0.01$9.87$2.34$0.82$1.52
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.08$0.03$8.05$0.74$0.69$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.01$0.00$8.00$1.83$0.58$1.25
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.11$0.00$7.11$0.84$0.58$0.25
2016Detailed filing. Detailed filing data is available for this year.$6.60$0.00$6.60$1.07$0.60$0.47
2015Detailed filing. Detailed filing data is available for this year.$6.36$0.01$6.35$1.30$0.58$0.72
2014Detailed filing. Detailed filing data is available for this year.$5.89$0.00$5.89$0.73$0.57$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.40$0.00$5.40$0.57
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.06$0.01$5.04$0.61
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.04$0.01$5.03$0.60