Civic Intelligence

Carousel Fund

990 • Fiscal year 2015 • EIN 94-3140290

May 01, 2014 to Apr 30, 2015 • Filed on Sep 02, 2015

Organization ProfileWWW.CAROUSELFUND.ORG
17 Buckeye CourtPetaluma, CA 94952

(707) 762-9136

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

3rd percentile

-172%

Higher net margin than 3% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

5th percentile

-67%

Faster asset growth than 5% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

16th percentile

-32%

Faster revenue growth than 16% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$74,498

Down $149,718 (-67%) from 2014

Net Assets

Down

$74,498

Down $149,718 (-67%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin3rd percentile

Revenue

Down

$85,088

Down $39,664 (-32%) from 2014

Expenses

Down

$231,798

Down $2,785 (-1.2%) from 2014

Net Income

Down

-$146,710

Down $36,879 (-34%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$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

2015

Assets$74,498
Liabilities$0
Net Assets$74,498
Open 2015 Filing

Operations Trend

Revenue Growth16th percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$85,088
Expenses$231,798
Net Income-$146,710
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2014 to Apr 30, 2015
Signed
Sep 2, 2015
Return Version
2014v5.0
Gross Receipts
$275,843
Mission and Program Overview

Mission

Dedicated to assisting petaluma children with catastrophic illness.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$124,713$52,178▼ $72,535
Cash and Non-Interest-Bearing Accounts$99,503$22,320▼ $77,183
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$224,216$74,498▼ $149,718
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$224,216$74,498▼ $149,718
Total Net Assets Fund Balance$224,216$74,498▼ $149,718
Total Liabilities and Net Assets / Fund Balance$224,216$74,498▼ $149,718

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$8,128$8,128
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Arnie CohenPresident
Dianne RankVice President
Ralph MoonDirector
Susan CohenDirector
Margo GallagherSecretary
Lyn MorenoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$69,431
Program Service Revenue
$0
Investment Income
$4,538
Other Revenue
$11,119
All Other Contributions
$69,431
Change in Net Assets
$-146,710
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$198,192
Other Expenses$33,606
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$198,192--$198,192
Office Expenses-$3,631-$3,631
Insurance-$3,508-$3,508
Other Expenses-$3,026-$3,026
All Other Expenses-$2,753-$2,753
Fees for Services Accounting-$2,000-$2,000
Advertising-$1,728-$1,728
Total Functional Expenses$198,192$33,606$0$231,798
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$133,874
Fundraising Direct Expenses$122,755
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Casino Night$133,874$133,874$35,132$98,742
Total Events$133,874$133,874$122,755$11,119
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The form 990 is completed annually and copies are provided to the entire governing board as well as the president/ceo of the organization. At that time the president/ceo reviews the form 990 with the fiscal officer. Any necessary changes are then updated on the form. Once all necessary changes are made and the president/ceo is in aggrement with the fiscal officer on the finished form 990, it will be singned by the president/ceo, dated and submitted by the filing deadline. A copy of the approved form 990 will be provided to all of the officers, directors and trustees before the return is filed.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Carousel Fund
EIN
94-3140290
Phone
7077629136
Address
17 BUCKEYE COURT, PETALUMA, CA 94952

Signing Officer

Name
Arnie Cohen
Title
President
Signed
2015-09-02
Discuss with paid preparer
Yes

Organization Details

Formed
1989
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Baldwin Mcgaughey & Co Llp
Address
737 SOUTHPOINT BLVD STE K, PETALUMA, CA 94954-7462
Preparer
Timothy W Mcgaughey
Phone
7077623517
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt060900
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt065433
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0288420
IRS990ScheduleA/TotalSupportAmt0304786
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt044820
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CASINO NIGHT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt017226
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt017226
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0133874
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0133874
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0133874
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt011119
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt035132
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt035132
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt025577
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt025577
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IRS990ScheduleI/TotalOtherOrgCnt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS COMPLETED ANNUALLY AND COPIES ARE PROVIDED TO THE ENTIRE GOVERNING BOARD AS WELL AS THE PRESIDENT/CEO OF THE ORGANIZATION. AT THAT TIME THE PRESIDENT/CEO REVIEWS THE FORM 990 WITH THE FISCAL OFFICER. ANY NECESSARY CHANGES ARE THEN UPDATED ON THE FORM. ONCE ALL NECESSARY CHANGES ARE MADE AND THE PRESIDENT/CEO IS IN AGGREMENT WITH THE FISCAL OFFICER ON THE FINISHED FORM 990, IT WILL BE SINGNED BY THE PRESIDENT/CEO, DATED AND SUBMITTED BY THE FILING DEADLINE. A COPY OF THE APPROVED FORM 990 WILL BE PROVIDED TO ALL OF THE OFFICERS, DIRECTORS AND TRUSTEES BEFORE THE RETURN IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/UnrestrictedNetAssetsGrp/BOYAmt0224216
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IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.CAROUSELFUND.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ARNIE COHEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-09-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CAROUSEL FUND
ReturnHeader/Filer/BusinessNameControlTxt0CARO
ReturnHeader/Filer/EIN0943140290
ReturnHeader/Filer/PhoneNum07077629136
ReturnHeader/Filer/USAddress/AddressLine1Txt017 BUCKEYE COURT
ReturnHeader/Filer/USAddress/CityNm0PETALUMA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094952
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BALDWIN MCGAUGHEY & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0737 SOUTHPOINT BLVD STE K
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PETALUMA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerPersonGrp/PhoneNum07077623517

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$74,498
Liabilities
$0
Net assets
$74,498
Revenue
$85,088
Expenses
$231,798
Net income
-$146,710
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