Civic Intelligence

Carousel Fund

EIN 94-3140290 • 501(c)3 • Petaluma, CA

Profile

Dedicated to assisting petaluma children with catastrophic illness.

243 Mcnear CirclePetaluma, CA 94952

www.carouselfund.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2020

Net Margin

7th percentile

-166%

Higher net margin than 7% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

12th percentile

-80%

Faster asset growth than 12% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

11th percentile

-69%

Faster revenue growth than 11% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$1,258

Down $5,162 (-80%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Down

$1,258

Down $5,162 (-80%) from 2019

Operations
Liabilities / RevenueScore unavailableNet Margin7th percentile

Revenue

Down

$3,119

Down $7,032 (-69%) from 2019

Expenses

Down

$8,281

Down $2,527 (-23%) from 2019

Net Income

Down

-$5,162

Down $4,505 (-686%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$800K$600K$400K$200K$0Assets 2010: $748,833Liabilities 2010: $0Net Assets 2010: $748,8332010Assets 2012: $469,482Liabilities 2012: $0Net Assets 2012: $469,4822012Assets 2013: $335,841Liabilities 2013: $0Net Assets 2013: $335,8412013Assets 2014: $224,216Liabilities 2014: $0Net Assets 2014: $224,2162014Assets 2015: $74,498Liabilities 2015: $0Net Assets 2015: $74,4982015Assets 2016: $46,857Liabilities 2016: $0Net Assets 2016: $46,8572016Assets 2017: $21,051Liabilities 2017: $0Net Assets 2017: $21,0512017Assets 2018: $7,077Liabilities 2018: $0Net Assets 2018: $7,0772018Assets 2019: $6,420Liabilities 2019: $0Net Assets 2019: $6,4202019Assets 2020: $1,258Liabilities 2020: $0Net Assets 2020: $1,2582020

Highlighted filing

2020

Assets$1,258
Liabilities$0
Net Assets$1,258
Open 2020 Filing

Operations Trend

Revenue Growth11th percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2010: $141,936Expenses 2010: $220,503Net Income 2010: -$78,5672010Revenue 2012: $115,676Expenses 2012: $242,957Net Income 2012: -$127,2812012Revenue 2013: $65,209Expenses 2013: $202,851Net Income 2013: -$137,6422013Revenue 2014: $124,752Expenses 2014: $234,583Net Income 2014: -$109,8312014Revenue 2015: $85,088Expenses 2015: $231,798Net Income 2015: -$146,7102015Revenue 2016: $69,585Expenses 2016: $99,049Net Income 2016: -$29,4642016Revenue 2017: $29,740Expenses 2017: $55,546Net Income 2017: -$25,8062017Revenue 2018: $21,446Expenses 2018: $35,420Net Income 2018: -$13,9742018Revenue 2019: $10,151Expenses 2019: $10,808Net Income 2019: -$6572019Revenue 2020: $3,119Expenses 2020: $8,281Net Income 2020: -$5,1622020

Highlighted filing

2020

Revenue$3,119
Expenses$8,281
Net Income-$5,162
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,258
Liabilities
$0
Net assets
$1,258
Revenue
$3,119
Expenses
$8,281
Net income
-$5,162
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.03$0.08$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.10$0.11$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.21$0.35$0.14
2017Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.30$0.56$0.26
2016Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.70$0.99$0.29
2015Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.85$2.32$1.47
2014Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$1.25$2.35$1.10
2013Summary only. Only limited summary data is available for this year.$3.36$0.00$3.36$0.65$2.03$1.38
2012Summary only. Only limited summary data is available for this year.$4.69$0.00$4.69$1.16$2.43$1.27
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.49$0.00$7.49$1.42$2.21$0.79
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2019 to Apr 30, 2020
Signed
Jan 28, 2021
Return Version
2019v5.0
Gross Receipts
$3,119
Mission and Program Overview

Mission

Dedicated to assisting petaluma children with catastrophic illness.

Program Services

DescriptionGrantsExpenses
ASSISTANCE TO PETALUMA CHILDREN WITH CATASTROPHIC ILLNESS.$1,100-
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ARNIE COHENPresidentPT$0--
SUSAN COHENSecretary-$0--
MARGO GALLAGHERVice President-$0--
RALPH MOONDirector-$0--
LYN MORENODirector-$0--
DIANNE RANKTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Carousel Fund
EIN
94-3140290
Phone
7073384577
Address
243 MCNEAR CIRCLE, PETALUMA, CA 94952

Signing Officer

Name
Arnie Cohen
Title
President
Signed
2021-01-28
Discuss with paid preparer
Yes

Preparer

Firm
Baldwin Mcgaughey & Co Llp
Address
737 SOUTHPOINT BLVD STE K, PETALUMA, CA 94954
Preparer
Timothy W Mcgaughey
Phone
7077623517
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $321”

Other Expenses.1012

“Insurance $932”

Other Expenses.1

“STORAGE $5280”

Other Expenses.3

“LICENSES & PERMITS $50”

Other Expenses.4

“BANK CHARGES $32”

Raw XML Appendix149 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ARNIE COHEN
IRS990EZ/BooksInCareOfDetail/PhoneNum07073384577
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0242 WINDSOR DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PETALUMA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094952
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06420
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01258
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03119
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5162
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt06420
IRS990EZ/Form990TotalAssetsGrp/EOYAmt01258
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01100
IRS990EZ/GrossReceiptsAmt03119
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06420
IRS990EZ/NetAssetsOrFundBalancesEOYAmt01258
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06420
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt01258
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt06.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ARNIE COHEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SUSAN COHEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARGO GALLAGHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RALPH MOON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LYN MORENO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DIANNE RANK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt06615
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0DEDICATED TO ASSISTING PETALUMA CHILDREN WITH CATASTROPHIC ILLNESS.
IRS990EZ/PrintingPublicationsPostageAmt066
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ASSISTANCE TO PETALUMA CHILDREN WITH CATASTROPHIC ILLNESS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01100
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt08281
IRS990EZ/TotalProgramServiceExpensesAmt01100
IRS990EZ/TotalRevenueAmt03119
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CAROUSELFUND.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03119
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt010151
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt021446
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt029740
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt080929
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0145385
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0145385
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03119
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt010151
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt021446
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt029740
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt080929
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0145385
IRS990ScheduleA/TotalSupportAmt0145385
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $321
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $932
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2STORAGE $5280
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LICENSES & PERMITS $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK CHARGES $32
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ARNIE COHEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-01-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CAROUSEL FUND
ReturnHeader/Filer/BusinessNameControlTxt0CARO
ReturnHeader/Filer/EIN0943140290
ReturnHeader/Filer/PhoneNum07073384577
ReturnHeader/Filer/USAddress/AddressLine1Txt0243 MCNEAR CIRCLE
ReturnHeader/Filer/USAddress/CityNm0PETALUMA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094952
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205794102
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BALDWIN MCGAUGHEY & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0737 SOUTHPOINT BLVD STE K
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PETALUMA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094954
ReturnHeader/PreparerPersonGrp/PhoneNum07077623517
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY W MCGAUGHEY
ReturnHeader/ReturnTs02021-01-28T12:09:23-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-05-01
ReturnHeader/TaxPeriodEndDt02020-04-30
ReturnHeader/TaxYr02019

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