Civic Intelligence

Carousel Fund

990EZ • Fiscal year 2016 • EIN 94-3140290

May 01, 2015 to Apr 30, 2016 • Filed on Sep 08, 2016

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

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

9th percentile

-42%

Higher net margin than 9% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

12th percentile

-37%

Faster asset growth than 12% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

25th percentile

-18%

Faster revenue growth than 25% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$46,857

Down $27,641 (-37%) from 2015

Net Assets

Down

$46,857

Down $27,641 (-37%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$69,585

Down $15,503 (-18%) from 2015

Expenses

Down

$99,049

Down $132,749 (-57%) from 2015

Net Income

Up

-$29,464

Up $117,246 (+80%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$46,857
Liabilities$0
Net Assets$46,857

Operations Trend

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

2016

Revenue$69,585
Expenses$99,049
Net Income-$29,464
Jump To
Filing Snapshot
Filing Period
May 1, 2015 to Apr 30, 2016
Signed
Sep 8, 2016
Return Version
2015v2.0
Gross Receipts
$163,520
Mission and Program Overview

Mission

Dedicated to assisting petaluma children with catastrophic illness.

Program Services

DescriptionGrantsExpenses
ASSISTANCE TO PETALUMA CHILDREN WITH CATASTROPHIC ILLNESS.$78,853-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ARNIE COHENPresidentPT$0--
SUSAN COHENDirector-$0--
MARGO GALLAGHERSecretary-$0--
RALPH MOONDirector-$0--
LYN MORENOTreasurer-$0--
DIANNE RANKVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various Events$30,353$30,353$13,219$17,134
Total Events$30,353$30,353$39,935$-9,582
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
2016-09-08
Discuss with paid preparer
Yes

Preparer

Firm
Baldwin Mcgaughey & Co Llp
Address
737 SOUTHPOINT BLVD STE K, PETALUMA, CA 94954-7462
Preparer
Timothy W Mcgaughey
Phone
7077623517
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

| Donee's Name: VARIOUS | Donee's Address: 17 BUCKEYE COURT PETALUMA CA 94952 | Cash Amount Given: $78853

Other Expenses.1001

Advertising and Promotion $1770

Other Expenses.1002

Office Expenses $1039

Other Expenses.1005

Travel $1135

Other Expenses.1012

Insurance $3070

Other Expenses.1

STORAGE $6600

Other Expenses.2

Telephone & internet $3698

Other Expenses.3

Dues & subscriptions $349

Other Expenses.5

LICENSES & PERMITS $137

Other Expenses.6

BANK CHARGES $120

Raw XML Appendix188 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ARNIE COHEN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARGO GALLAGHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RALPH MOON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LYN MORENO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DIANNE RANK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt01823
IRS990EZ/OtherExpensesTotalAmt017918
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0DEDICATED TO ASSISTING PETALUMA CHILDREN WITH CATASTROPHIC ILLNESS.
IRS990EZ/PrintingPublicationsPostageAmt0278
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt078853
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SaleOfAssetsGrossAmt052238
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt0-9582
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalRevenueAmt069585
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CAROUSELFUND.ORG
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IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.96080
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0303916
IRS990ScheduleA/TotalSupportAmt0316310
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt039935
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0VARIOUS EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt01018
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt05000
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: VARIOUS | Donee's Address: 17 BUCKEYE COURT PETALUMA CA 94952 | Cash Amount Given: $78853
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $1770
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $1039
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Travel $1135
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $3070
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5STORAGE $6600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TELEPHONE & INTERNET $3698
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DUES & SUBSCRIPTIONS $349
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8LICENSES & PERMITS $137
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BANK CHARGES $120
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ARNIE COHEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-08
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
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0949547462
ReturnHeader/PreparerPersonGrp/PhoneNum07077623517
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY W MCGAUGHEY
ReturnHeader/ReturnTs02016-09-08T09:47:30-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-05-01
ReturnHeader/TaxPeriodEndDt02016-04-30
ReturnHeader/TaxYr02015

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