Civic Intelligence

Carter & Carter Foundation

990EZ • Fiscal year 2021 • EIN 83-1068573

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 13, 2022

Organization ProfileN/A
730 N Dean Road 200Auburn, AL 36830

(334) 502-5411

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

1st percentile

-2089700%

Higher net margin than 1% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

3rd percentile

-96%

Faster asset growth than 3% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

2nd percentile

-100%

Faster revenue growth than 2% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$957

Down $20,897 (-96%) from 2020

Net Assets

Down

$957

Down $20,897 (-96%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin1st percentile

Revenue

Down

$1

Down $47,290 (-100%) from 2020

Expenses

Down

$20,898

Down $4,886 (-19%) from 2020

Net Income

Down

-$20,897

Down $42,404 (-197%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth3rd 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

2021

Assets$957
Liabilities$0
Net Assets$957
Open 2021 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

2021

Revenue$1
Expenses$20,898
Net Income-$20,897
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 13, 2022
Return Version
2021v4.2
Gross Receipts
$1
Mission and Program Overview

Mission

To support the community at large through community donations

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

Program Services

DescriptionGrantsExpenses
COMMUNITY DONATIONS$20,400$0
Compensation and Service Providers
Top Officer Pay77th 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 200, AUBURN, AL 36830

Signing Officer

Name
Jimmica Slaughter
Title
Director
Phone
3345025411
Signed
2022-04-13
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: 1.”

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

“Activity classification: nonprofit. Grantee name: american campus charities. Grantee address: 12700 hill country blvd austin, tx 78738. Property description: cash. Amount given: 20,400.”

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

“Description: professional. Amount: 498.”

Raw XML Appendix155 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/BOYAmt021854
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0957
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-20897
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021854
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0957
IRS990EZ/GrantsAndSimilarAmountsPaidAmt020400
IRS990EZ/GrossReceiptsAmt01
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021854
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0957
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021854
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0957
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/OtherExpensesTotalAmt0498
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/DescriptionProgramSrvcAccomTxt0COMMUNITY DONATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt020400
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
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/TotalExpensesAmt020898
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt01
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt047248
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt036000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt084248
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt08
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt084248
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt047248
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt036000
IRS990ScheduleA/Total509Grp/TotalAmt084248
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt047248
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01002
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt036005
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt084256
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 1.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: NONPROFIT. GRANTEE NAME: AMERICAN CAMPUS CHARITIES. GRANTEE ADDRESS: 12700 HILL COUNTRY BLVD AUSTIN, TX 78738. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 20,400.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: PROFESSIONAL. AMOUNT: 498.
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JIMMICA SLAUGHTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03345025411
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARTER & CARTER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CART
ReturnHeader/Filer/EIN0831068573
ReturnHeader/Filer/PhoneNum03345025411
ReturnHeader/Filer/USAddress/AddressLine1Txt0730 N DEAN ROAD 200
ReturnHeader/Filer/USAddress/CityNm0AUBURN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036830
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/PreparationDt02022-04-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0E COYE YEAGER JR
ReturnHeader/ReturnTs02022-04-13T07:51:57-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JIMMICA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SLAUGHTER
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$957
Liabilities
$0
Net assets
$957
Revenue
$1
Expenses
$20,898
Net income
-$20,897
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