Civic Intelligence

The Carmel Foundation

990 • Fiscal year 2013 • EIN 94-1225368

Jul 01, 2012 to Jun 30, 2013 • Filed on Nov 07, 2013

Organization ProfileWWW.CARMELFOUNDATION.ORG

View Organization Page

PO Box 105093921
Siviq Scores

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

Liabilities / Assets

12th percentile

0.01x

Higher debt load relative to assets than 12% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

30th percentile

-0.9%

Faster asset growth than 30% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$13,618,849

Down $128,667 (-0.9%) from 2012

Net Assets

Down

$13,501,897

Down $125,083 (-0.9%) from 2012

Liabilities

Down

$116,952

Down $3,584 (-3.0%) from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$2,450,783

Up $84,602 (+3.6%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$30M$20M$10M$0Assets 2011: $14,574,059Liabilities 2011: $560,467Net Assets 2011: $14,013,5922011Assets 2012: $13,747,516Liabilities 2012: $120,536Net Assets 2012: $13,626,9802012Assets 2013: $13,618,849Liabilities 2013: $116,952Net Assets 2013: $13,501,8972013Assets 2014: $14,599,109Liabilities 2014: $140,918Net Assets 2014: $14,458,1912014Assets 2015: $16,079,654Liabilities 2015: $164,986Net Assets 2015: $15,914,6682015Assets 2016: $16,300,538Liabilities 2016: $147,032Net Assets 2016: $16,153,5062016Assets 2017: $19,259,077Liabilities 2017: $181,502Net Assets 2017: $19,077,5752017Assets 2018: $19,176,300Liabilities 2018: $180,923Net Assets 2018: $18,995,3772018Assets 2019: $18,990,673Liabilities 2019: $175,870Net Assets 2019: $18,814,8032019Assets 2020: $19,117,387Liabilities 2020: $443,272Net Assets 2020: $18,674,1152020Assets 2021: $22,979,249Liabilities 2021: $432,500Net Assets 2021: $22,546,7492021Assets 2022: $19,176,742Liabilities 2022: $165,462Net Assets 2022: $19,011,2802022Assets 2023: $20,113,722Liabilities 2023: $191,806Net Assets 2023: $19,921,9162023Assets 2024: $21,268,930Liabilities 2024: $181,664Net Assets 2024: $21,087,2662024Assets 2025: $21,579,165Liabilities 2025: $202,815Net Assets 2025: $21,376,3502025

Highlighted filing

2013

Assets$13,618,849
Liabilities$116,952
Net Assets$13,501,897
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $2,336,4022011Expenses 2012: $2,366,1812012Expenses 2013: $2,450,7832013Revenue 2014: $2,995,287Expenses 2014: $2,426,035Net Income 2014: $569,2522014Revenue 2015: $4,267,799Expenses 2015: $2,374,137Net Income 2015: $1,893,6622015Revenue 2016: $2,723,010Expenses 2016: $2,573,535Net Income 2016: $149,4752016Revenue 2017: $4,933,989Expenses 2017: $2,544,823Net Income 2017: $2,389,1662017Revenue 2018: $2,581,519Expenses 2018: $2,680,885Net Income 2018: -$99,3662018Revenue 2019: $2,034,900Expenses 2019: $2,635,877Net Income 2019: -$600,9772019Revenue 2020: $2,942,615Expenses 2020: $2,665,402Net Income 2020: $277,2132020Revenue 2021: $2,462,100Expenses 2021: $2,134,263Net Income 2021: $327,8372021Revenue 2022: $2,102,002Expenses 2022: $2,412,606Net Income 2022: -$310,6042022Revenue 2023: $2,505,025Expenses 2023: $2,788,685Net Income 2023: -$283,6602023Revenue 2024: $3,583,166Expenses 2024: $2,858,339Net Income 2024: $724,8272024Revenue 2025: $2,753,154Expenses 2025: $3,126,112Net Income 2025: -$372,9582025

Highlighted filing

2013

Revenue-
Expenses$2,450,783
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Nov 7, 2013
Return Version
2012v2.0
Gross Receipts
$4,938,256
Mission and Program Overview

Mission

The Carmel Foundation facilitates successful aging by providing a broad spectrum of interactive activities and services for the ever-changing physical, social, emotional and cognitive needs of our members.

Major Activities

Activity 2
ADDITIONAL SERVICES: Over 50 interesting classes and activities weekly; day excursions outside of the Monterey-Carmel area to museums, plays and shopping; Meals delivered to homebound members; free medical equipment loans; and many other vital services including special events and lectures.
Activity 3
Luncheon: the program serves well-balanced, discounted lunches four days a week. Over 22,000 meals served during the year.
Filing and Contact Details

Filer

EIN
94-1225368
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IRS990/PriorExcessBenefitTransaction0false
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenue/BusinessCode0485000
IRS990/ProgramServiceRevenue/BusinessCode1531110
IRS990/ProgramServiceRevenue/BusinessCode2722210
IRS990/ProgramServiceRevenue/BusinessCode3900099
IRS990/ProgramServiceRevenueCY0440538
IRS990/ProgramServiceRevenue/Description0TRANSPORTATION
IRS990/ProgramServiceRevenue/Description1SENIOR HOUSING INCOME
IRS990/ProgramServiceRevenue/Description2LUNCH CARD RECEIPTS
IRS990/ProgramServiceRevenue/Description3ADDITIONAL SERVICES
IRS990/ProgramServiceRevenuePriorYear0482179
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome017323
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome1262520
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome2101901
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome358794
IRS990/ProgramServiceRevenue/TotalRevenueColumn017323
IRS990/ProgramServiceRevenue/TotalRevenueColumn1262520
IRS990/ProgramServiceRevenue/TotalRevenueColumn2101901
IRS990/ProgramServiceRevenue/TotalRevenueColumn358794
IRS990/ProhibitedTaxShelterTrans0false
IRS990/QuidProQuoContributions0false
IRS990/ReceivablesFromDisqualPersons/EOY00
IRS990/ReceivablesFromOfficersEtc/EOY00

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Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$13,618,849
Liabilities
$116,952
Net assets
$13,501,897
Revenue
-
Expenses
$2,450,783
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$21.6$0.20$21.4$2.75$3.13$0.37
2024Detailed filing. Detailed filing data is available for this year.$21.3$0.18$21.1$3.58$2.86$0.72
2023Detailed filing. Detailed filing data is available for this year.$20.1$0.19$19.9$2.51$2.79$0.28
2022Detailed filing. Detailed filing data is available for this year.$19.2$0.17$19.0$2.10$2.41$0.31
2021Detailed filing. Detailed filing data is available for this year.$23.0$0.43$22.5$2.46$2.13$0.33
2020Detailed filing. Detailed filing data is available for this year.$19.1$0.44$18.7$2.94$2.67$0.28
2019Detailed filing. Detailed filing data is available for this year.$19.0$0.18$18.8$2.03$2.64$0.60
2018Detailed filing. Detailed filing data is available for this year.$19.2$0.18$19.0$2.58$2.68$0.10
2017Detailed filing. Detailed filing data is available for this year.$19.3$0.18$19.1$4.93$2.54$2.39
2016Detailed filing. Detailed filing data is available for this year.$16.3$0.15$16.2$2.72$2.57$0.15
2015Detailed filing. Detailed filing data is available for this year.$16.1$0.16$15.9$4.27$2.37$1.89
2014Detailed filing. Detailed filing data is available for this year.$14.6$0.14$14.5$3.00$2.43$0.57
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.6$0.12$13.5$2.45
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.7$0.12$13.6$2.37
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.6$0.56$14.0$2.34