Civic Intelligence

The Lloyd and Carole Carney Foundation

EIN 77-0528830 • Woodside, CA

Pub. 78 Eligible
2995 Woodside Road Suite 400-559Woodside, CA 94062
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

52nd percentile

5.7%

Higher net margin than 52% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

59th percentile

5.4%

Faster asset growth than 59% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

972%

Faster revenue growth than 99% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,015,921

Up $51,814 (+5.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,015,921

Up $51,814 (+5.4%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin52nd percentile

Revenue

Up

$903,942

Up $819,636 (+972%) from 2023

Expenses

Up

$852,128

Up $418,096 (+96%) from 2023

Net Income

Up

$51,814

Up $401,540 (+115%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $1,138,861Liabilities 2011: $02011Assets 2012: $1,342,256Liabilities 2012: $12012Assets 2013: $1,349,332Liabilities 2013: $02013Assets 2014: $1,266,750Liabilities 2014: $0Net Assets 2014: $1,266,7502014Assets 2015: $945,798Liabilities 2015: $0Net Assets 2015: $945,7982015Assets 2016: $1,614,032Liabilities 2016: $0Net Assets 2016: $1,614,0322016Assets 2017: $2,115,163Liabilities 2017: $0Net Assets 2017: $2,115,1632017Assets 2018: $1,273,135Liabilities 2018: $0Net Assets 2018: $1,273,1352018Assets 2019: $1,036,372Liabilities 2019: $02019Assets 2020: $1,077,097Liabilities 2020: $0Net Assets 2020: $1,077,0972020Assets 2021: $960,893Liabilities 2021: $0Net Assets 2021: $960,8932021Assets 2022: $1,323,499Liabilities 2022: $0Net Assets 2022: $1,323,4992022Assets 2023: $964,107Liabilities 2023: $0Net Assets 2023: $964,1072023Assets 2024: $1,015,921Liabilities 2024: $0Net Assets 2024: $1,015,9212024

Highlighted filing

2024

Assets$1,015,921
Liabilities$0
Net Assets$1,015,921
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2011: $63,497Expenses 2011: $183,093Net Income 2011: -$119,5962011Revenue 2012: $314,923Expenses 2012: $188,761Net Income 2012: $126,1622012Revenue 2013: $72,549Expenses 2013: $142,945Net Income 2013: -$70,3962013Revenue 2014: $94,812Expenses 2014: $115,292Net Income 2014: -$20,4802014Revenue 2015: $136,308Expenses 2015: $272,253Net Income 2015: -$135,9452015Revenue 2016: $1,047,246Expenses 2016: $383,001Net Income 2016: $664,2452016Revenue 2017: $1,140,710Expenses 2017: $492,000Net Income 2017: $648,7102017Revenue 2018: $58,327Expenses 2018: $887,868Net Income 2018: -$829,5412018Revenue 2019: $144,084Expenses 2019: $295,595Net Income 2019: -$151,5112019Revenue 2020: $98,896Expenses 2020: $159,172Net Income 2020: -$60,2762020Revenue 2021: $247,753Expenses 2021: $349,131Net Income 2021: -$101,3782021Revenue 2022: $648,935Expenses 2022: $237,598Net Income 2022: $411,3372022Revenue 2023: $84,306Expenses 2023: $434,032Net Income 2023: -$349,7262023Revenue 2024: $903,942Expenses 2024: $852,128Net Income 2024: $51,8142024

Highlighted filing

2024

Revenue$903,942
Expenses$852,128
Net Income$51,814
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,015,921
Liabilities
$0
Net assets
$1,015,921
Revenue
$903,942
Expenses
$852,128
Net income
$51,814
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.90$0.85$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.08$0.43$0.35
2022Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.65$0.24$0.41
2021Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.25$0.35$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.10$0.16$0.06
2019Summary only. Only limited summary data is available for this year.$1.04$0.00$0.14$0.30$0.15
2018Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.06$0.89$0.83
2017Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$1.14$0.49$0.65
2016Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$1.05$0.38$0.66
2015Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.14$0.27$0.14
2014Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.09$0.12$0.02
2013Summary only. Only limited summary data is available for this year.$1.35$0.00$0.07$0.14$0.07
2012Summary only. Only limited summary data is available for this year.$1.34$0.00$0.31$0.19$0.13
2011Summary only. Only limited summary data is available for this year.$1.14$0.00$0.06$0.18$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LLOYD CARNEYDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Lloyd Carney Foundation
EIN
77-0528830
Phone
7812391188
Address
2995 WOODSIDE ROAD SUITE 400-559, WOODSIDE, CA 94062

Signing Officer

Name
Lloyd Carney
Title
President
Phone
7812391188
Signed
2025-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Focus Partners Wealth
Address
93 WORCESTER STREET, WELLESLEY, MA 02481-3609
Preparer
John Murray
Phone
7812391188
Raw XML Appendix349 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/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0024813609
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt120000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt264845
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3729656
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt420350
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BOYS AND GIRLS CLUB OF THE PENINSULA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1WENTWORTH INSTITUTE OF TECHNOLOGY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2JAMAICA'S PROMISE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3UNIVERSITY OF TECHNOLOGY - JAMAICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4WOLMER'S ALUMNI ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt0237 OLD HOPE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm0KINGSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd0JM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3THIRD CHANCELLOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0401 PIERCE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1550 HUNTINGTON AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21520 NEW HAMPSHIRE AVE NW 7
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 110814 CAMBRIA HEIGHTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0STATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MENLO PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3JAMAICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094025
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102115
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd220036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd3114119997
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0844851
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt076643
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt076643
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0370847
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0144971
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0298660
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt094876
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0257746
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0257746
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01677562
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0768208
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0370847
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0144971
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0298660
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt094876
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0844851
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0768208
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01935308
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01167100
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0LLOYD CARNEY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0579 CALIFORNIA WAY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0WOODSIDE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd094062
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0791700
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0113497
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1811999
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0FIDELITY X5710
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1NORFOLK CAPITAL
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0122517
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1890376
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0281051
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1954141
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt078377
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NORFOLK CAPITAL FUND ONE LLC
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt078377
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03016
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0GW&WADE / FOCUS FINANCIAL WEALTH INVESTMENT MGMT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1CA DOJ FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01508
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/Amt04211
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENTS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LLOYD CARNEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07812391188
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LLOYD CARNEY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LLOY
ReturnHeader/Filer/EIN0770528830
ReturnHeader/Filer/PhoneNum07812391188
ReturnHeader/Filer/USAddress/AddressLine1Txt02995 WOODSIDE ROAD SUITE 400-559
ReturnHeader/Filer/USAddress/CityNm0WOODSIDE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094062
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042914190
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FOCUS PARTNERS WEALTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt093 WORCESTER STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WELLESLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0024813609
ReturnHeader/PreparerPersonGrp/PhoneNum07812391188
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN MURRAY
ReturnHeader/ReturnTs02025-11-14T15:09:33-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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