Civic Intelligence

Carmel-By-The Sea Public Library Foundation

990 • Fiscal year 2023 • EIN 77-0257681

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 13, 2023

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

10th percentile

0.00x

Higher debt load relative to assets than 10% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

19th percentile

0.06x

Higher debt load relative to revenue than 19% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

13th percentile

-19%

Higher net margin than 13% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

42nd percentile

$158,651

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 24.9% of source-year revenue.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

47th percentile

5.2%

Faster asset growth than 47% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

2nd percentile

-77%

Faster revenue growth than 2% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$11,917,628

Up $587,350 (+5.2%) from 2022

Net Assets

Up

$11,882,523

Up $574,094 (+5.1%) from 2022

Liabilities

Up

$35,105

Up $13,256 (+61%) from 2022

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin13th percentile

Revenue

Down

$636,140

Down $2,142,771 (-77%) from 2022

Expenses

Up

$759,903

Up $99,467 (+15%) from 2022

Net Income

Down

-$123,763

Down $2,242,238 (-106%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2023

Assets$11,917,628
Liabilities$35,105
Net Assets$11,882,523
Open 2023 Filing

Operations Trend

Revenue Growth2nd 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

2023

Revenue$636,140
Expenses$759,903
Net Income-$123,763
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 13, 2023
Return Version
2022v5.0
Gross Receipts
$3,011,996
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$10,951,112$11,489,882▲ $538,770
Savings and Temporary Cash Investments$178,545$175,932▼ $2,613
Cash and Non-Interest-Bearing Accounts$38,644$84,504▲ $45,860
Prepaid Expenses and Deferred Charges$2,448$2,100▼ $348
Land, Buildings, and Equipment, Net$1,648$1,494▼ $154
Accounts Receivable$1,000$0▼ $1,000
Total Assets$11,330,278$11,917,628▲ $587,350
Other Assets Total$156,881$163,716▲ $6,835
Liabilities
Other Liabilities$18,000$24,232▲ $6,232
Accounts Payable and Accrued Expenses$3,849$10,873▲ $7,024
Total Liabilities$21,849$35,105▲ $13,256
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,365,782$7,698,898▲ $333,116
Net Assets With Donor Restrictions$3,942,647$4,183,625▲ $240,978
Total Net Assets Fund Balance$11,308,429$11,882,523▲ $574,094
Total Liabilities and Net Assets / Fund Balance$11,330,278$11,917,628▲ $587,350

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$28,428$28,428
Equipment$371$9,066$9,437
Leasehold Improvements$1,123$4,158$5,281

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$6,884,836$1,100▲ $489,146$0$7,344,440
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
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alexandra FallonExecutive DirectorFT$151,651$7,000$158,651

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
$614,716
Program Service Revenue
$5,116
Investment Income
$29,671
Other Revenue
$-13,363
All Other Contributions
$484,231
Change in Net Assets
$-123,763
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$291,100
Salaries, Compensation, and Employee Benefits$251,209
Other Expenses$217,594
Total Fundraising Expense$157,598
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$291,100--$291,100
Current Officers, Directors, Trustees, and Key Employees$39,089$87,139$62,223$188,451
Advertising--$39,207$39,207
Other Salaries and Wages$6,915$15,414$11,007$33,336
Fees for Services Accounting$4,994$11,133$7,950$24,077
All Other Expenses$1,607$3,583$14,685$19,875
Payroll Taxes$3,318$7,397$5,282$15,997
Fees for Services Other$3,170$7,067$5,047$15,284
Other Expenses$3,028$6,750$4,820$14,598
Office Expenses$1,818$4,054$2,894$8,766
Other Employee Benefits$1,463$3,261$2,328$7,052
Pension Plan Contributions$1,322$2,947$2,104$6,373
Depreciation Depletion$32$71$51$154
Total Functional Expenses$453,489$148,816$157,598$759,903
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$47,773
Fundraising Gross Income$34,410
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Event$164,895$34,410$47,773$-13,363
Total Events$164,895$34,410$47,773$-13,363
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$24,232
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
2023-11-13
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
10

Preparer

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

Additional Explanations

FORM 990, PART XI, LINE 9:

“Donated services expense -250.”

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.”

Raw XML AppendixShowing 400 of 650 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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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/InvestmentsPubTradedSecGrp/EOYAmt011489882
IRS990/IRPDocumentCnt013
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt041652
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01648
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01494
IRS990/LandBldgEquipCostOrOtherBssAmt043146
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02328083
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/NetAssetsOrFundBalancesBOYAmt011308429
IRS990/NetAssetsOrFundBalancesEOYAmt011882523
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-347199
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-347199
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-13363
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-13363
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0746478
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt07365782
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt07698898
IRS990/NoncashContributionsAmt077
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt02894
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04054
IRS990/OfficeExpensesGrp/ProgramServicesAmt01818
IRS990/OfficeExpensesGrp/TotalAmt08766
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0156881
IRS990/OtherAssetsTotalGrp/EOYAmt0163716
IRS990/OtherChangesInNetAssetsAmt0-250
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt02328
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03261
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01463
IRS990/OtherEmployeeBenefitsGrp/TotalAmt07052
IRS990/OtherExpensesGrp/Desc0BUILDING RENOVATION
IRS990/OtherExpensesGrp/Desc1COMMUNITY PROGRAMS
IRS990/OtherExpensesGrp/Desc2DONOR CULTIVATION EVENT
IRS990/OtherExpensesGrp/Desc3BOARD AND GENERAL EXPEN
IRS990/OtherExpensesGrp/FundraisingAmt04820
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06750
IRS990/OtherExpensesGrp/ProgramServicesAmt041577
IRS990/OtherExpensesGrp/ProgramServicesAmt137566
IRS990/OtherExpensesGrp/ProgramServicesAmt216490
IRS990/OtherExpensesGrp/ProgramServicesAmt33028
IRS990/OtherExpensesGrp/TotalAmt041577
IRS990/OtherExpensesGrp/TotalAmt137566
IRS990/OtherExpensesGrp/TotalAmt216490
IRS990/OtherExpensesGrp/TotalAmt314598
IRS990/OtherLiabilitiesGrp/BOYAmt018000
IRS990/OtherLiabilitiesGrp/EOYAmt024232
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt011007
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt015414
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt06915
IRS990/OtherSalariesAndWagesGrp/TotalAmt033336
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt05282
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07397
IRS990/PayrollTaxesGrp/ProgramServicesAmt03318
IRS990/PayrollTaxesGrp/TotalAmt015997
IRS990/PensionPlanContributionsGrp/FundraisingAmt02104
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02947
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01322
IRS990/PensionPlanContributionsGrp/TotalAmt06373
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02448
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02100
IRS990/PrincipalOfficerNm0MARCI MEAUX
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0COMMUNITY PROGRAMS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05116
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05116
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01091422
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0291100
IRS990/PYInvestmentIncomeAmt01713742
IRS990/PYOtherExpensesAmt0173875
IRS990/PYOtherRevenueAmt0-29096
IRS990/PYProgramServiceRevenueAmt02843
IRS990/PYRevenuesLessExpensesAmt02118475
IRS990/PYSalariesCompEmpBnftPaidAmt0195461
IRS990/PYTotalExpensesAmt0660436
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02778911
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-123763
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt05116
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0178545
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0175932
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt05116
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt02843
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt0154
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt0292
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt05116
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt02843
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt04962
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt02551
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt02551
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt0414391
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt0414391
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt02168
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt0414391
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt0123227
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt0414391
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt0291164
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt0291100
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt0167873
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt0291000
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt0164
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt0167873
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt0167873
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt0291164
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0291100
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0414391
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt070.250000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt0291100
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0291100
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.

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,917,628
Liabilities
$35,105
Net assets
$11,882,523
Revenue
$636,140
Expenses
$759,903
Net income
-$123,763
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
2023Detailed filing. Detailed filing data is available for this year.$11.9$0.04$11.9$0.64$0.76$0.12
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$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
Peer Organizations

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