Civic Intelligence

The Carpenter Foundation

990T • Fiscal year 2023 • EIN 93-0491360

Jul 01, 2022 to Jun 30, 2023 • Filed on Jan 14, 2024

Organization Profile
824 East Main St 102Medford, OR 97504

(541) 772-5851

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2011: $16,374,530Liabilities 2011: $119,0102011Assets 2012: $15,647,860Liabilities 2012: $124,1912012Assets 2013: $15,918,057Liabilities 2013: $198,0002013Assets 2014: $16,112,287Liabilities 2014: $227,480Net Assets 2014: $15,884,8072014Assets 2015: $16,785,222Liabilities 2015: $250,795Net Assets 2015: $16,534,4272015Assets 2016: $17,623,844Liabilities 2016: $167,220Net Assets 2016: $17,456,6242016Assets 2017: $17,344,321Liabilities 2017: $137,582Net Assets 2017: $17,206,7392017Assets 2018: $17,023,269Liabilities 2018: $243,514Net Assets 2018: $16,779,7552018Assets 2019: $16,980,123Liabilities 2019: $221,237Net Assets 2019: $16,758,8862019Assets 2020: $16,593,428Liabilities 2020: $260,658Net Assets 2020: $16,332,7702020Assets 2021: $18,113,088Liabilities 2021: $331,463Net Assets 2021: $17,781,6252021Assets 2022: $18,791,579Liabilities 2022: $235,019Net Assets 2022: $18,556,5602022Assets 2023: $18,955,238Liabilities 2023: $219,819Net Assets 2023: $18,735,4192023Assets 2024: $18,649,940Liabilities 2024: $296,953Net Assets 2024: $18,352,9872024Assets 2025: $18,558,346Liabilities 2025: $379,555Net Assets 2025: $18,178,7912025

Latest loaded filing

2025

Assets$18,558,346
Liabilities$379,555
Net Assets$18,178,791
Open 2025 Filing

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $259,058Expenses 2011: $864,106Net Income 2011: -$605,0482011Revenue 2012: $212,424Expenses 2012: $944,275Net Income 2012: -$731,8512012Revenue 2013: $1,173,782Expenses 2013: $977,394Net Income 2013: $196,3882013Revenue 2014: $1,169,287Expenses 2014: $1,004,537Net Income 2014: $164,7502014Revenue 2015: $1,638,784Expenses 2015: $989,164Net Income 2015: $649,6202015Revenue 2016: $1,931,668Expenses 2016: $1,057,546Net Income 2016: $874,1222016Revenue 2017: $772,015Expenses 2017: $1,050,369Net Income 2017: -$278,3542017Revenue 2018: $614,676Expenses 2018: $1,041,660Net Income 2018: -$426,9842018Revenue 2019: $1,003,957Expenses 2019: $1,024,826Net Income 2019: -$20,8692019Revenue 2020: $592,935Expenses 2020: $1,020,095Net Income 2020: -$427,1602020Revenue 2021: $2,523,290Expenses 2021: $1,081,494Net Income 2021: $1,441,7962021Revenue 2022: $1,677,416Expenses 2022: $902,481Net Income 2022: $774,9352022Revenue 2023: $1,367,354Expenses 2023: $1,188,495Net Income 2023: $178,8592023Revenue 2024: $920,491Expenses 2024: $1,302,923Net Income 2024: -$382,4322024Revenue 2025: $1,149,641Expenses 2025: $1,323,837Net Income 2025: -$174,1962025

Latest loaded filing

2025

Revenue$1,149,641
Expenses$1,323,837
Net Income-$174,196
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jan 14, 2024
Return Version
2022v7.0
Filing and Contact Details

Filer

Filer Name
The Carpenter Foundation
EIN
93-0491360
Phone
5417725851
Address
824 EAST MAIN ST 102, MEDFORD, OR 97504

Signing Officer

Name
Emily Mostue
Title
President
Phone
5417725851
Signed
2024-01-14
Discuss with paid preparer
Yes

Preparer

Firm
Mcdonald Jacobs Pc
Address
121 SW SALMON ST STE 1100, PORTLAND, OR 97204
Preparer
Sang Ahn
Phone
5032270581
Raw XML Appendix105 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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IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt147
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IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt0129
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BooksInCareOfDetail/PersonNm0THE CARPENTER FOUNDATION
IRS990T/BooksInCareOfDetail/PhoneNum05417725851
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0824 E MAIN STREET SUITE 102
IRS990T/BooksInCareOfDetail/USAddress/CityNm0MEDFORD
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
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IRS990T/CharitableContributionsDedAmt0373
IRS990T/EstimatedTaxPaymentsAmt061
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IRS990T/OverpaymentSection/OverpaymentAmt0694
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IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt05533
IRS990TScheduleA/TotUnrltTrdBusIncmAmt05533
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0UNRELATED BUSINESS INCOME PASSED THROUGH FROM PARTNERSHIPS
IRS990TScheduleA/UBIBeforeNOLDedAmt04733
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt04733
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt0706
IRS990T/TaxLessCreditsAmt0706
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt01400
IRS990T/TotalTaxAmt0706
IRS990T/TotalTaxComputationAmt0706
IRS990T/TotalUBTIAmt03360
IRS990T/TotalUBTIBeforeNOLSpecificAmt04360
IRS990T/TotalUBTIBeforeSection199AAmt04360
IRS990T/TotalUBTIComputedAmt04733
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05417725851
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CARPENTER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CARP
ReturnHeader/Filer/EIN0930491360
ReturnHeader/Filer/PhoneNum05417725851
ReturnHeader/Filer/USAddress/AddressLine1Txt0824 EAST MAIN ST 102
ReturnHeader/Filer/USAddress/CityNm0MEDFORD
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0121 SW SALMON ST STE 1100
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ReturnHeader/PreparerPersonGrp/PhoneNum05032270581
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SANG AHN
ReturnHeader/ReturnTs02024-03-19T17:18:53-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0EMILY
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ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
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Net assets
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Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$18.6$0.38$18.2$1.15$1.32$0.17
2024Detailed filing. Detailed filing data is available for this year.$18.6$0.30$18.4$0.92$1.30$0.38
2023Detailed filing. Detailed filing data is available for this year.$19.0$0.22$18.7$1.37$1.19$0.18
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022Detailed filing. Detailed filing data is available for this year.$18.8$0.24$18.6$1.68$0.90$0.77
2021Detailed filing. Detailed filing data is available for this year.$18.1$0.33$17.8$2.52$1.08$1.44
2020Detailed filing. Detailed filing data is available for this year.$16.6$0.26$16.3$0.59$1.02$0.43
2019Detailed filing. Detailed filing data is available for this year.$17.0$0.22$16.8$1.00$1.02$0.02
2018Detailed filing. Detailed filing data is available for this year.$17.0$0.24$16.8$0.61$1.04$0.43
2017Detailed filing. Detailed filing data is available for this year.$17.3$0.14$17.2$0.77$1.05$0.28
2016Detailed filing. Detailed filing data is available for this year.$17.6$0.17$17.5$1.93$1.06$0.87
2015Detailed filing. Detailed filing data is available for this year.$16.8$0.25$16.5$1.64$0.99$0.65
2014Detailed filing. Detailed filing data is available for this year.$16.1$0.23$15.9$1.17$1.00$0.16
2013Summary only. Only limited summary data is available for this year.$15.9$0.20$1.17$0.98$0.20
2012Summary only. Only limited summary data is available for this year.$15.6$0.12$0.21$0.94$0.73
2011Summary only. Only limited summary data is available for this year.$16.4$0.12$0.26$0.86$0.61