Civic Intelligence

Carpenter Family Foundation

EIN 83-2430551 • Nashville, TN

4005 Newman PlaceNashville, TN 37204
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

94th percentile

78%

Higher net margin than 94% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

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

$10M-$25M nonprofits • Source year 2024

Asset Growth

66th percentile

8.7%

Faster asset growth than 66% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

256%

Faster revenue growth than 94% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$16,228,801

Up $1,293,529 (+8.7%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$16,228,801

Up $1,293,529 (+8.7%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin94th percentile

Revenue

Up

$2,072,725

Up $1,491,017 (+256%) from 2023

Expenses

Down

$458,456

Down $545,103 (-54%) from 2023

Net Income

Up

$1,614,269

Up $2,036,120 (+483%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

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

$20M$15M$10M$5.0M$0Assets 2019: $16,046,760Liabilities 2019: $02019Assets 2020: $15,447,466Liabilities 2020: $1Net Assets 2020: $15,447,4662020Assets 2021: $15,460,355Liabilities 2021: $1Net Assets 2021: $15,460,3552021Assets 2022: $15,325,884Liabilities 2022: $1Net Assets 2022: $15,325,8842022Assets 2023: $14,935,272Liabilities 2023: $1Net Assets 2023: $14,935,2722023Assets 2024: $16,228,801Liabilities 2024: $0Net Assets 2024: $16,228,8012024

Highlighted filing

2024

Assets$16,228,801
Liabilities$0
Net Assets$16,228,801
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2019: $331,645Expenses 2019: $1,367,479Net Income 2019: -$1,035,8342019Revenue 2020: $452,466Expenses 2020: $1,092,039Net Income 2020: -$639,5732020Revenue 2021: $1,036,239Expenses 2021: $914,843Net Income 2021: $121,3962021Revenue 2022: $694,524Expenses 2022: $902,767Net Income 2022: -$208,2432022Revenue 2023: $581,708Expenses 2023: $1,003,559Net Income 2023: -$421,8512023Revenue 2024: $2,072,725Expenses 2024: $458,456Net Income 2024: $1,614,2692024

Highlighted filing

2024

Revenue$2,072,725
Expenses$458,456
Net Income$1,614,269
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$16,228,801
Liabilities
$0
Net assets
$16,228,801
Revenue
$2,072,725
Expenses
$458,456
Net income
$1,614,269
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.2$0.00$16.2$2.07$0.46$1.61
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.9$0.00$14.9$0.58$1.00$0.42
2022Detailed filing. Detailed filing data is available for this year.$15.3$0.00$15.3$0.69$0.90$0.21
2021Detailed filing. Detailed filing data is available for this year.$15.5$0.00$15.5$1.04$0.91$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.4$0.00$15.4$0.45$1.09$0.64
2019Summary only. Only limited summary data is available for this year.$16.0$0.00$0.33$1.37$1.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 17, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM F CARPENTER IIIPresident-$0--
Filing and Contact Details

Filer

Filer Name
The Carpenter Family Foundation
EIN
83-2430551
Phone
6159443387
Address
4005 NEWMAN PLACE, NASHVILLE, TN 37204

Signing Officer

Name
William F Carpenter Iii
Title
President
Signed
2025-06-17
Discuss with paid preparer
Yes

Preparer

Firm
Curtis & Company Plc
Address
109 WESTPARK DR STE 400, BRENTWOOD, TN 37027
Preparer
Mitzi a Evans
Phone
6153771308
Raw XML Appendix279 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM F CARPENTER III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
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IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0252145
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt116155
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt213129
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt3216954
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc01043 SHARES BROADCOM INC (AVGO)
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc178 SHARES DECKERS OUTDOORS CORP
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2535 SHARES ARCHROCK INC (AROC)
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc31076 TAIWAN MANUFCTRING ADR (TSM
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-12-27
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12024-12-27
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22024-12-27
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt32024-12-27
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0320740
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0NET ADJUSTMENT FOR BOOK TO TAX TIMING DIFFERENCE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0141920
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1426
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT EXPENSES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0140802
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1426
TaxesSchedule/TaxesDetail/Amt01693
TaxesSchedule/TaxesDetail/Amt110383
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX - MERRILL - 2154
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt010383
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM F CARPENTER III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CARPENTER FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CARP
ReturnHeader/Filer/EIN0832430551
ReturnHeader/Filer/PhoneNum06159443387
ReturnHeader/Filer/USAddress/AddressLine1Txt04005 NEWMAN PLACE
ReturnHeader/Filer/USAddress/CityNm0NASHVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037204
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621665764
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CURTIS & COMPANY PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0109 WESTPARK DR STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRENTWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037027
ReturnHeader/PreparerPersonGrp/PhoneNum06153771308
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MITZI A EVANS
ReturnHeader/ReturnTs02025-08-05T16:50:32-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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