Civic Intelligence

Carter & Carter Foundation

990EZ • Fiscal year 2019 • EIN 83-1068573

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 02, 2020

Organization ProfileN/A
730 N Dean Road No 200Auburn, AL 36830

(334) 502-5411

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

55th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

7th percentile

-57%

Higher net margin than 7% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

6th percentile

-65%

Faster asset growth than 6% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

2nd percentile

-97%

Faster revenue growth than 2% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$347

Down $633 (-65%) from 2018

Net Assets

$347

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin7th percentile

Revenue

Down

$1,102

Down $34,903 (-97%) from 2018

Expenses

Down

$1,735

Down $33,290 (-95%) from 2018

Net Income

Down

-$633

Down $1,613 (-165%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$800K$600K$400K$200K$0Assets 2018: $980Liabilities 2018: $02018Assets 2019: $347Liabilities 2019: $0Net Assets 2019: $3472019Assets 2020: $21,854Liabilities 2020: $0Net Assets 2020: $21,8542020Assets 2021: $957Liabilities 2021: $0Net Assets 2021: $9572021Assets 2022: $503,074Liabilities 2022: $0Net Assets 2022: $503,0742022Assets 2023: $533,672Liabilities 2023: $0Net Assets 2023: $533,6722023Assets 2024: $621,297Liabilities 2024: $0Net Assets 2024: $621,2972024Assets 2025: $792,534Liabilities 2025: $0Net Assets 2025: $792,5342025

Highlighted filing

2019

Assets$347
Liabilities$0
Net Assets$347
Open 2019 Filing

Operations Trend

Revenue Growth2nd percentile

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

$600K$400K$200K$0-$200KRevenue 2018: $36,005Expenses 2018: $35,025Net Income 2018: $9802018Revenue 2019: $1,102Expenses 2019: $1,735Net Income 2019: -$6332019Revenue 2020: $47,291Expenses 2020: $25,784Net Income 2020: $21,5072020Revenue 2021: $1Expenses 2021: $20,898Net Income 2021: -$20,8972021Revenue 2022: $537,197Expenses 2022: $35,079Net Income 2022: $502,1182022Revenue 2023: $41,493Expenses 2023: $10,895Net Income 2023: $30,5982023Revenue 2024: $123,423Expenses 2024: $35,798Net Income 2024: $87,6252024Revenue 2025: $230,390Expenses 2025: $59,153Net Income 2025: $171,2372025

Highlighted filing

2019

Revenue$1,102
Expenses$1,735
Net Income-$633
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 2, 2020
Return Version
2019v5.0
Gross Receipts
$1,102
Mission and Program Overview

Mission

All earnings from investments allow the charity to contribute money to religious and non-porfit organizations

Program Services

DescriptionGrantsExpenses
RELIGIOUS AND COMMUNITY DONATIONS$0$600
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
COLLIN CARTERDirectorPT$0--
RICK EDEMADirectorPT$0--
JIMMICA SLAUGHTERDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Carter & Carter Foundation
EIN
83-1068573
Phone
3345025411
Address
730 N DEAN ROAD NO 200, AUBURN, AL 36830

Signing Officer

Name
Jimmica Slaughter
Title
Director
Phone
3345025411
Signed
2020-03-02
Discuss with paid preparer
Yes

Preparer

Firm
BARTLETT GUNTER AND YEAGER CPA'S PC
Address
2002 EXECUTIVE PARK DRIVE, OPELIKA, AL 36801
Preparer
E Coye Yeager Jr
Phone
3347498500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest. Amount: 2.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: community organizations. Grantee name: auburn baseball and softball orgainization. Grantee address: 161 n ross auburn, al 36830. Property description: cash. Date of gift: 07/31/19. Amount given: 600.”

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

“Description: bank charges. Amount: 465. Description: taxes and licenses. Amount: 600. Description: porfessional fees. Amount: 70. Total to form 990-ez, line 16: 1,135.”

Raw XML Appendix147 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CARTER & CARTER FOUNDATION
IRS990EZ/BooksInCareOfDetail/PhoneNum03345025411
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0730 N DEAN ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0AUBURN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd036830
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0980
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0347
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt01100
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-633
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0980
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0347
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0600
IRS990EZ/GrossReceiptsAmt01102
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0980
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0347
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0980
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0347
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0COLLIN CARTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RICK EDEMA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JIMMICA SLAUGHTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt01135
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0ALL EARNINGS FROM INVESTMENTS ALLOW THE CHARITY TO CONTRIBUTE MONEY TO RELIGIOUS AND NON-PORFIT ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RELIGIOUS AND COMMUNITY DONATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0600
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AL
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt01735
IRS990EZ/TotalProgramServiceExpensesAmt0600
IRS990EZ/TotalRevenueAmt01102
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt036000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt037000
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt07
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt037000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt036000
IRS990ScheduleA/Total509Grp/TotalAmt037000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01002
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt036005
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt037007
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 2.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: COMMUNITY ORGANIZATIONS. GRANTEE NAME: AUBURN BASEBALL AND SOFTBALL ORGAINIZATION. GRANTEE ADDRESS: 161 N ROSS AUBURN, AL 36830. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 07/31/19. AMOUNT GIVEN: 600.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: BANK CHARGES. AMOUNT: 465. DESCRIPTION: TAXES AND LICENSES. AMOUNT: 600. DESCRIPTION: PORFESSIONAL FEES. AMOUNT: 70. TOTAL TO FORM 990-EZ, LINE 16: 1,135.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JIMMICA SLAUGHTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03345025411
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARTER & CARTER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CART
ReturnHeader/Filer/EIN0831068573
ReturnHeader/Filer/PhoneNum03345025411
ReturnHeader/Filer/USAddress/AddressLine1Txt0730 N DEAN ROAD NO 200
ReturnHeader/Filer/USAddress/CityNm0AUBURN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036830
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04D68FBD2F8637AFCD1412F9DEB7411DE24997D7D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04D68FBD2F8637AFCD1412F9DEB7411DE24997D7D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.190.118.83
ReturnHeader/FilingSecurityInformation/IPDt02020-03-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm014:43:39
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0631041827
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARTLETT GUNTER AND YEAGER CPA'S PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02002 EXECUTIVE PARK DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OPELIKA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd036801
ReturnHeader/PreparerPersonGrp/PhoneNum03347498500
ReturnHeader/PreparerPersonGrp/PreparationDt02020-03-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0E COYE YEAGER JR
ReturnHeader/ReturnTs02020-03-10T08:52:00-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$347
Liabilities
$0
Net assets
$347
Revenue
$1,102
Expenses
$1,735
Net income
-$633
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.93$0.00$7.93$2.30$0.59$1.71
2024Detailed filing. Detailed filing data is available for this year.$6.21$0.00$6.21$1.23$0.36$0.88
2023Detailed filing. Detailed filing data is available for this year.$5.34$0.00$5.34$0.41$0.11$0.31
2022Detailed filing. Detailed filing data is available for this year.$5.03$0.00$5.03$5.37$0.35$5.02
2021Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00$0.21$0.21
2020Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.47$0.26$0.22
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$0.02$0.01
2018Summary only. Only limited summary data is available for this year.$0.01$0.00$0.36$0.35$0.01