Civic Intelligence

Carousel Fund

990EZ • Fiscal year 2017 • EIN 94-3140290

May 01, 2016 to Apr 30, 2017 • Filed on Nov 16, 2017

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

Score unavailable

No value available

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

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

5th percentile

-87%

Higher net margin than 5% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

8th percentile

-55%

Faster asset growth than 8% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

7th percentile

-57%

Faster revenue growth than 7% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$21,051

Down $25,806 (-55%) from 2016

Net Assets

Down

$21,051

Down $25,806 (-55%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin5th percentile

Revenue

Down

$29,740

Down $39,845 (-57%) from 2016

Expenses

Down

$55,546

Down $43,503 (-44%) from 2016

Net Income

Up

-$25,806

Up $3,658 (+12%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth8th 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

2017

Assets$21,051
Liabilities$0
Net Assets$21,051
Open 2017 Filing

Operations Trend

Revenue Growth7th 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

2017

Revenue$29,740
Expenses$55,546
Net Income-$25,806
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2016 to Apr 30, 2017
Signed
Nov 16, 2017
Return Version
2016v3.0
Gross Receipts
$29,740
Mission and Program Overview

Mission

Dedicated to assisting petaluma children with catastrophic illness.

Program Services

DescriptionGrantsExpenses
ASSISTANCE TO PETALUMA CHILDREN WITH CATASTROPHIC ILLNESS.$37,681-
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ARNIE COHENPresidentPT$0--
SUSAN COHENSecretary-$0--
MARGO GALLAGHERDirector-$0--
RALPH MOONDirector-$0--
LYN MORENOTreasurer-$0--
DIANNE RANKVice President-$0--
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
2017-11-16
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: $37681”

Other Expenses.1002

“Office Expenses $424”

Other Expenses.1012

“Insurance $3070”

Other Expenses.1

“STORAGE $7200”

Other Expenses.2

“Telephone & internet $4191”

Other Expenses.3

“Dues & subscriptions $427”

Other Expenses.5

“BANK CHARGES $196”

Raw XML Appendix162 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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IRS990EZ/BooksInCareOfDetail/PhoneNum07077629136
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt017 BUCKEYE COURT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PETALUMA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094952
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt046857
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021051
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt029740
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-25806
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02000
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt046857
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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/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt015508
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0DEDICATED TO ASSISTING PETALUMA CHILDREN WITH CATASTROPHIC ILLNESS.
IRS990EZ/PrintingPublicationsPostageAmt0357
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ASSISTANCE TO PETALUMA CHILDREN WITH CATASTROPHIC ILLNESS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt037681
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt055546
IRS990EZ/TotalProgramServiceExpensesAmt037681
IRS990EZ/TotalRevenueAmt029740
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CAROUSELFUND.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt029740
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt080929
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt069431
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt070243
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt022413
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0272756
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02330
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt08241
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt010571
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.96270
IRS990ScheduleA/PublicSupportPY170Pct00.96080
IRS990ScheduleA/PublicSupportTotal170Amt0272756
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt029740
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt080929
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt069431
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt070243
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt022413
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0272756
IRS990ScheduleA/TotalSupportAmt0283327
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: VARIOUS | Donee's Address: 17 BUCKEYE COURT PETALUMA CA 94952 | Cash Amount Given: $37681
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $424
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $3070
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3STORAGE $7200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TELEPHONE & INTERNET $4191
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DUES & SUBSCRIPTIONS $427
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK CHARGES $196
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ARNIE COHEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-16
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/ReturnTs02017-11-16T16:08:34-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-05-01
ReturnHeader/TaxPeriodEndDt02017-04-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,051
Liabilities
$0
Net assets
$21,051
Revenue
$29,740
Expenses
$55,546
Net income
-$25,806
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