Civic Intelligence

Carousel Fund

990EZ • Fiscal year 2020 • EIN 94-3140290

May 01, 2019 to Apr 30, 2020 • Filed on Jan 28, 2021

Organization ProfileWWW.CAROUSELFUND.ORG
243 Mcnear CirclePetaluma, CA 94952

(707) 338-4577

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.

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

5th percentile

-166%

Higher net margin than 5% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

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

Asset Growth

4th percentile

-80%

Faster asset growth than 4% of similar nonprofits.

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

Revenue Growth

13th percentile

-69%

Faster revenue growth than 13% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$1,258

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

Net Assets

Down

$1,258

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

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin5th 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

Historical Trend

Balance Sheet Trend

Asset Growth4th 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

2020

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

Operations Trend

Revenue Growth13th 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

2020

Revenue$3,119
Expenses$8,281
Net Income-$5,162
Open 2020 Filing
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 Pay76th 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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed 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