Civic Intelligence

Carlson Family Foundation

EIN 90-0859272 • Essex, CT

Pub. 78 Eligible
PO Box 126Essex, CT 06426
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

7th percentile

-74%

Higher net margin than 7% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

29th percentile

-2.3%

Faster asset growth than 29% of similar nonprofits.

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

Revenue Growth

31st percentile

-2.1%

Faster revenue growth than 31% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$1,200,529

Down $28,506 (-2.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,200,529

Down $28,506 (-2.3%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin7th percentile

Revenue

Down

$38,459

Down $808 (-2.1%) from 2023

Expenses

Up

$66,965

Up $379 (+0.6%) from 2023

Net Income

Down

-$28,506

Down $1,187 (-4.3%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth29th percentile

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

$1.5M$1.0M$500K$0Assets 2012: $1,020,965Liabilities 2012: $02012Assets 2013: $1,208,993Liabilities 2013: $0Net Assets 2013: $1,208,9932013Assets 2014: $1,308,600Liabilities 2014: $0Net Assets 2014: $1,308,6002014Assets 2015: $1,335,605Liabilities 2015: $0Net Assets 2015: $1,335,6052015Assets 2016: $1,364,211Liabilities 2016: $0Net Assets 2016: $1,364,2112016Assets 2017: $1,447,550Liabilities 2017: $0Net Assets 2017: $1,447,5502017Assets 2018: $1,405,488Liabilities 2018: $0Net Assets 2018: $1,405,4882018Assets 2019: $1,359,226Liabilities 2019: $0Net Assets 2019: $1,359,2262019Assets 2020: $1,307,592Liabilities 2020: $0Net Assets 2020: $1,307,5922020Assets 2021: $1,308,836Liabilities 2021: $0Net Assets 2021: $1,308,8362021Assets 2022: $1,256,354Liabilities 2022: $0Net Assets 2022: $1,256,3542022Assets 2023: $1,229,035Liabilities 2023: $0Net Assets 2023: $1,229,0352023Assets 2024: $1,200,529Liabilities 2024: $0Net Assets 2024: $1,200,5292024

Highlighted filing

2024

Assets$1,200,529
Liabilities$0
Net Assets$1,200,529
Open 2024 Filing

Operations Trend

Revenue Growth31st percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2012: $1,043,997Expenses 2012: $23,032Net Income 2012: $1,020,9652012Revenue 2013: $306,424Expenses 2013: $118,396Net Income 2013: $188,0282013Revenue 2014: $252,728Expenses 2014: $153,121Net Income 2014: $99,6072014Revenue 2015: $138,877Expenses 2015: $111,872Net Income 2015: $27,0052015Revenue 2016: $130,478Expenses 2016: $101,872Net Income 2016: $28,6062016Revenue 2017: $166,043Expenses 2017: $82,704Net Income 2017: $83,3392017Revenue 2018: $43,785Expenses 2018: $85,847Net Income 2018: -$42,0622018Revenue 2019: $24,260Expenses 2019: $70,522Net Income 2019: -$46,2622019Revenue 2020: $19,945Expenses 2020: $71,579Net Income 2020: -$51,6342020Revenue 2021: $72,790Expenses 2021: $71,546Net Income 2021: $1,2442021Revenue 2022: $13,956Expenses 2022: $66,438Net Income 2022: -$52,4822022Revenue 2023: $39,267Expenses 2023: $66,586Net Income 2023: -$27,3192023Revenue 2024: $38,459Expenses 2024: $66,965Net Income 2024: -$28,5062024

Highlighted filing

2024

Revenue$38,459
Expenses$66,965
Net Income-$28,506
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,200,529
Liabilities
$0
Net assets
$1,200,529
Revenue
$38,459
Expenses
$66,965
Net income
-$28,506
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.04$0.07$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.04$0.07$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.01$0.07$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.07$0.07$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.02$0.07$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.02$0.07$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.04$0.09$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.17$0.08$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.13$0.10$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.14$0.11$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.25$0.15$0.10
2013Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.31$0.12$0.19
2012Summary only. Only limited summary data is available for this year.$1.02$0.00$1.04$0.02$1.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD E CARLSONTrustee-$0--
JADA LOUTITTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Carlson Family Foundation
EIN
90-0859272
Phone
8606660323
Address
PO BOX 126, ESSEX, CT 06426

Signing Officer

Name
Richard E Carlson
Title
Trustee
Phone
8606660323
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Jon Lesisko CPA LLC
Address
41-B NEW LONDON TURNPIKE SUITE 6, GLASTONBURY, CT 06033-4240
Preparer
Jon Lesisko
Phone
8606598455
Raw XML Appendix314 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/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0835 WEST QUEEN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt149 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 387
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 123
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 373
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5314 UNQUOWA ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt62201 WEST END AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7437 PEQUOT AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8454 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SOUTHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MIDDLETOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CENTERBROOK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3ESSEX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4ESSEX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5FAIRFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6NASHVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7NEW LONDON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8NEW HARTFORD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006489
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd106457
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd206409
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd306426
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd406426
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd506824
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd637235
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd706320
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd806057
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt065000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt061767
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt061767
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03597
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01168
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt06208
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04146
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01364
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01364
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt019677
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04558
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03597
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01168
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt06208
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04146
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt066325
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04558
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt021041
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt016483
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ANNUITY INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt025839
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt025839
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt096
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ACCOUNT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt096
TaxesSchedule/TaxesDetail/Amt0544
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD E CARLSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08606660323
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARLSON FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CARL
ReturnHeader/Filer/EIN0900859272
ReturnHeader/Filer/PhoneNum08606660323
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 126
ReturnHeader/Filer/USAddress/CityNm0ESSEX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006426
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262945324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JON LESISKO CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt041-B NEW LONDON TURNPIKE SUITE 6
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLASTONBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0060334240
ReturnHeader/PreparerPersonGrp/PhoneNum08606598455
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JON LESISKO
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-14T11:53:50-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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