Civic Intelligence

Carolyn Jane Foundation

990EZ • Fiscal year 2023 • EIN 82-2606529

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 14, 2024

Organization ProfileCAROLYNJANE.ORG
935 Keystone DrSoldotna, AK 99669

(423) 505-4292

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

97th percentile

85%

Higher net margin than 97% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

88th percentile

65%

Faster asset growth than 88% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

23rd percentile

-23%

Faster revenue growth than 23% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$310,608

Up $122,859 (+65%) from 2022

Net Assets

Up

$310,608

Up $122,859 (+65%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin97th percentile

Revenue

Down

$138,385

Down $41,288 (-23%) from 2022

Expenses

Down

$21,395

Down $21,381 (-50%) from 2022

Net Income

Down

$116,990

Down $19,907 (-15%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$400K$300K$200K$100K$0Assets 2022: $187,749Liabilities 2022: $0Net Assets 2022: $187,7492022Assets 2023: $310,608Liabilities 2023: $0Net Assets 2023: $310,6082023Assets 2024: $333,820Liabilities 2024: $0Net Assets 2024: $333,8202024

Highlighted filing

2023

Assets$310,608
Liabilities$0
Net Assets$310,608
Open 2023 Filing

Operations Trend

Revenue Growth23rd percentile

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

$200K$150K$100K$50K$0Revenue 2022: $179,673Expenses 2022: $42,776Net Income 2022: $136,8972022Revenue 2023: $138,385Expenses 2023: $21,395Net Income 2023: $116,9902023Revenue 2024: $52,334Expenses 2024: $28,235Net Income 2024: $24,0992024

Highlighted filing

2023

Revenue$138,385
Expenses$21,395
Net Income$116,990
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.1
Gross Receipts
$138,385
Mission and Program Overview

Mission

The carolyn jane foundation is focused on bringing education and medical care to rural areas. They specialize in orthopedic spinal care to help children.

Program Services

DescriptionGrantsExpenses
SPINAL CARE: THE FOUNDATION PROVIDED 20 SPINAL SURGERIES THIS YEAR IN KIJABE, KENYA AND ASSISTED WITH PHYSICAL THERAPY FOR PATIENTS.$0$12,669
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONALD BRADLEYDirector, Treasurer-$0--
GEORGE M PUTNAMDirector, Vice President-$0--
JASON A RICEDirector, Assistant Treasu-$0--
MARC PETERMANDirector, Secretary-$0--
STEVEN HUMPHREYSDirector, President-$0--
Filing and Contact Details

Filer

Filer Name
Carolyn Jane Foundation
EIN
82-2606529
Phone
4235054292
Address
935 KEYSTONE DR, SOLDOTNA, AK 99669

Signing Officer

Name
S Craig Humphreys
Title
President
Phone
4235054292
Signed
2024-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Thomas Head & Greisen Pc
Address
1400 WEST BENSON BLVD 400, ANCHORAGE, AK 99503-3683
Preparer
Cindy L Hulquist CPA
Phone
9072721571
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: bank fees . Amount: 524. Description: medical supplies . Amount: 4,719. Description: travel . Amount: 314. Description: meals . Amount: 199. Description: misc expenses . Amount: 401. Description: housewares . Amount: 7,431. Description: office expenses . Amount: 7,807. Total to form 990-ez, line 16: 21,395.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: unrealized gains. Amount: 5,869.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: other depreciable assets. Beg. Of year amount: 158,057. End of year amount: 288,772.”

Raw XML Appendix159 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.

Path#Value
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DONALD BRADLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GEORGE M PUTNAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JASON A RICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARC PETERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4STEVEN HUMPHREYS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR, TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR, VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR, ASSISTANT TREASU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR, SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR, PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0158057
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0288772
IRS990EZ/OtherChangesInNetAssetsAmt05869
IRS990EZ/OtherExpensesTotalAmt021395
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE CAROLYN JANE FOUNDATION IS FOCUSED ON BRINGING EDUCATION AND MEDICAL CARE TO RURAL AREAS. THEY SPECIALIZE IN ORTHOPEDIC SPINAL CARE TO HELP CHILDREN.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SPINAL CARE: THE FOUNDATION PROVIDED 20 SPINAL SURGERIES THIS YEAR IN KIJABE, KENYA AND ASSISTED WITH PHYSICAL THERAPY FOR PATIENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012669
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt021395
IRS990EZ/TotalProgramServiceExpensesAmt012669
IRS990EZ/TotalRevenueAmt0138385
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://CAROLYNJANE.ORG/
IRS990ScheduleA/FactsAndCircumstancesTestTxt0ALTHOUGH CAROLYN JANE FOUNDATION RECEIVED LESS THAN 33 1/3% OF ITS TOTAL SUPPORT FROM PUBLIC SOURCES, IT STILL QUALIFIES AS A PUBLIC CHARITY UNDER THE "FACTS AND CIRCUMSTANCES" PUBLIC SUPPORT TEST UNDER REGULATION 1.170A-9(E)(3). THIS TEST REQUIRES AT LEAST 10% PUBLIC SUPPORT AS WELL AS MEETING CERTAIN OTHER FACTS AND CIRCUMSTANCES THAT DEMONSTRATE THAT THE ORGANIZATION IS PUBLICLY SUPPORTED. CAROLYN JANE FOUNDATION MEETS THE FOLLOWING FACTS AND CIRCUMSTANCES:1. MORE THAN 10% (22.40%) OF THE SUPPORT IS PROVIDED BY UNRELATED DONORS. 2. THE ORGANIZATION PROVIDES SERVICES DIRECTLY FOR THE BENEFIT OF THE GENERAL PUBLIC ON A CONTINUOUS BASIS. THEY CONTINUOUSLY WORK TO BRING ACCESSIBLE HEALTH CARE TO THOSE MOST IN NEED.3. THE ORGANIZATION MAINTAINS A DEFINITIVE PROGRAM FOR ACCOMPLISHING ITS CHARITABLE WORK IN THE COMMUNITY. THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PROMOTE AND SUPPORT SPINAL CARE FOR RURAL AND UNDERSERVED COMMUNITIES. THE PREFORMED OVER 20 SURGERIES THIS YEAR ALONE WITH ADDITIONAL SUPPORT FOR PHYSICAL THERAPY. 4. THE ORGANIZATION IS STILL RELATIVELY NEW AND IS DEVELOPING THEIR FUNDRAISING PROGRAM. THEY HAVE INCREASED THEIR FUNDRAISING ACTIVITIES THIS YEAR TO GAIN GREATER SUPPORT. THE SUCCESS OF THIS YEAR'S FUNDRAISER WILL BE THE FOUNDATION TO GREATER FUNDRAISING IN THE FUTURE.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0138385
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0179672
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt049841
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt088617
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0460550
IRS990ScheduleA/TotalSupportAmt0460550
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: BANK FEES . AMOUNT: 524. DESCRIPTION: MEDICAL SUPPLIES . AMOUNT: 4,719. DESCRIPTION: TRAVEL . AMOUNT: 314. DESCRIPTION: MEALS . AMOUNT: 199. DESCRIPTION: MISC EXPENSES . AMOUNT: 401. DESCRIPTION: HOUSEWARES . AMOUNT: 7,431. DESCRIPTION: OFFICE EXPENSES . AMOUNT: 7,807. TOTAL TO FORM 990-EZ, LINE 16: 21,395.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: UNREALIZED GAINS. AMOUNT: 5,869.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 158,057. END OF YEAR AMOUNT: 288,772.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0S CRAIG HUMPHREYS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04235054292
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CAROLYN JANE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CARO
ReturnHeader/Filer/EIN0822606529
ReturnHeader/Filer/PhoneNum04235054292
ReturnHeader/Filer/USAddress/AddressLine1Txt0935 KEYSTONE DR
ReturnHeader/Filer/USAddress/CityNm0SOLDOTNA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AK
ReturnHeader/Filer/USAddress/ZIPCd099669
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920043874
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THOMAS HEAD & GREISEN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01400 WEST BENSON BLVD 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ANCHORAGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0995033683
ReturnHeader/PreparerPersonGrp/PhoneNum09072721571
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CINDY L HULQUIST CPA
ReturnHeader/ReturnTs02024-11-14T19:42:06-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$310,608
Liabilities
$0
Net assets
$310,608
Revenue
$138,385
Expenses
$21,395
Net income
$116,990
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.52$0.28$0.24
2023Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$1.38$0.21$1.17
2022Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$1.80$0.43$1.37