Civic Intelligence

The Leo J & Celia Carlin Fund

EIN 94-3143163 • Berkeley, CA

127 University AvenueBerkeley, CA 94710
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

13th percentile

-82%

Higher net margin than 13% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

12th percentile

-98%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

337%

Faster revenue growth than 96% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$6,569

Down $316,812 (-98%) from 2023

Liabilities

Down

$0

Down $500 (-100%) from 2023

Net Assets

$6,569

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue66th percentileNet Margin13th percentile

Revenue

Up

$186,830

Up $144,116 (+337%) from 2023

Expenses

Up

$339,124

Up $289,814 (+588%) from 2023

Net Income

Down

-$152,294

Down $145,698 (-2209%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$600K$400K$200K$0Assets 2011: $395,993Liabilities 2011: $02011Assets 2012: $402,475Liabilities 2012: $2812012Assets 2013: $446,164Liabilities 2013: $02013Assets 2014: $461,707Liabilities 2014: $02014Assets 2015: $401,333Liabilities 2015: $2,7342015Assets 2019: $412,850Liabilities 2019: $2,750Net Assets 2019: $410,1002019Assets 2020: $427,167Liabilities 2020: $0Net Assets 2020: $427,1672020Assets 2021: $455,613Liabilities 2021: $2,7502021Assets 2022: $332,268Liabilities 2022: $2,750Net Assets 2022: $329,5182022Assets 2023: $323,381Liabilities 2023: $5002023Assets 2024: $6,569Liabilities 2024: $0Net Assets 2024: $6,5692024

Highlighted filing

2024

Assets$6,569
Liabilities$0
Net Assets$6,569
Open 2024 Filing

Operations Trend

Revenue Growth96th percentile

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

$400K$200K$0-$200KRevenue 2011: $3,448Expenses 2011: $36,305Net Income 2011: -$32,8572011Revenue 2012: $4,876Expenses 2012: $34,564Net Income 2012: -$29,6882012Revenue 2013: $30,295Expenses 2013: $31,163Net Income 2013: -$8682013Revenue 2014: $18,205Expenses 2014: $40,784Net Income 2014: -$22,5792014Revenue 2015: $33,430Expenses 2015: $45,061Net Income 2015: -$11,6312015Revenue 2019: $14,690Expenses 2019: $46,983Net Income 2019: -$32,2932019Revenue 2020: $45,142Expenses 2020: $49,736Net Income 2020: -$4,5942020Revenue 2021: $20,367Expenses 2021: $45,943Net Income 2021: -$25,5762021Revenue 2022: $56,933Expenses 2022: $49,029Net Income 2022: $7,9042022Revenue 2023: $42,714Expenses 2023: $49,310Net Income 2023: -$6,5962023Revenue 2024: $186,830Expenses 2024: $339,124Net Income 2024: -$152,2942024

Highlighted filing

2024

Revenue$186,830
Expenses$339,124
Net Income-$152,294
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,569
Liabilities
$0
Net assets
$6,569
Revenue
$186,830
Expenses
$339,124
Net income
-$152,294
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$1.87$3.39$1.52
2023Summary only. Only limited summary data is available for this year.$3.23$0.01$0.43$0.49$0.07
2022Detailed filing. Detailed filing data is available for this year.$3.32$0.03$3.30$0.57$0.49$0.08
2021Summary only. Only limited summary data is available for this year.$4.56$0.03$0.20$0.46$0.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.27$0.00$4.27$0.45$0.50$0.05
2019Detailed filing. Detailed filing data is available for this year.$4.13$0.03$4.10$0.15$0.47$0.32
2015Summary only. Only limited summary data is available for this year.$4.01$0.03$0.33$0.45$0.12
2014Summary only. Only limited summary data is available for this year.$4.62$0.00$0.18$0.41$0.23
2013Summary only. Only limited summary data is available for this year.$4.46$0.00$0.30$0.31$0.01
2012Summary only. Only limited summary data is available for this year.$4.02$0.00$0.05$0.35$0.30
2011Summary only. Only limited summary data is available for this year.$3.96$0.00$0.03$0.36$0.33
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joy CarlinSecretary/Director-$0--
Nicholas CarlinPresident/Director-$0--
Alexander CarlinVP/Director-$0--
Nancy CarlinTreasurer/Director-$0--
Filing and Contact Details

Filer

Filer Name
The Leo J & Celia Carlin Fund
EIN
94-3143163
Phone
5108414123
Address
127 University Avenue, Berkeley, CA 94710

Signing Officer

Name
Nicholas Carlin
Title
President/Director
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Fontanello Duffield & Otake LLP
Address
111 Pine Street Suite 1750, San Francisco, CA 94111
Preparer
Erik Satow
Phone
4159830200
Raw XML Appendix297 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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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0330531
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05334
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05334
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt031253
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt022643
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt014921
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt027799
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt020762
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt020762
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0428442
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0331826
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt031253
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt022643
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt014921
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt027799
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0337160
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0331826
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0449204
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0117378
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LiquidationExplanationStmt/ExplanationTxt0During 2024, The Leo J. & Celia Carlin Fund ("Carlin Fund") board voted to wind down and dissolve the organization. The Carlin Fund filed their election to wind up and dissolve with the California Secretary of State on May 15, 2024. The Carlin Fund has distributed a majority of its assets by its year end, leaving a residual amount for unforeseen expenses. The Carlin Fund will finalize the dissolution next year.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Misc Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Software
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2577
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1546
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1571
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt225
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3577
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Misc Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01015
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01015
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03352
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1947
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Foundation Management
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Investment Management
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt03352
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1947
TaxesSchedule/TaxesDetail/Amt0208
TaxesSchedule/TaxesDetail/Amt113
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Tax
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Tax W/H
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt013
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Nicholas Carlin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President/Dir
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Leo J & Celia Carlin Fund
ReturnHeader/Filer/BusinessNameControlTxt0LEOJ
ReturnHeader/Filer/EIN0943143163
ReturnHeader/Filer/PhoneNum05108414123
ReturnHeader/Filer/USAddress/AddressLine1Txt0127 University Avenue
ReturnHeader/Filer/USAddress/CityNm0Berkeley
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094710
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0371420474
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Fontanello Duffield & Otake LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 Pine Street Suite 1750
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Francisco
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094111
ReturnHeader/PreparerPersonGrp/PhoneNum04159830200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Erik Satow
ReturnHeader/ReturnTs02025-11-17T11:29:55-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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