Civic Intelligence

Carpenter Family Foundation

990PF • Fiscal year 2022 • EIN 95-3854103

Feb 01, 2021 to Jan 31, 2022 • Filed on Jun 23, 2022

Organization Profile
16255 Ventura Blvd Ste 1250Encino, CA 91436

(818) 528-3545

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

95th percentile

88%

Higher net margin than 95% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

76th percentile

13%

Faster asset growth than 76% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

96th percentile

290%

Faster revenue growth than 96% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,170,644

Up $253,043 (+13%) from 2021

Net Assets

Up

$2,170,644

Up $253,043 (+13%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin95th percentile

Revenue

Up

$287,783

Up $214,003 (+290%) from 2021

Expenses

Up

$34,740

Up $11,474 (+49%) from 2021

Net Income

Up

$253,043

Up $202,529 (+401%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,257,911Liabilities 2011: $02011Assets 2012: $983,218Liabilities 2012: $0Net Assets 2012: $983,2182012Assets 2013: $1,508,063Liabilities 2013: $38,382Net Assets 2013: $1,469,6812013Assets 2014: $1,584,121Liabilities 2014: $0Net Assets 2014: $1,584,1212014Assets 2015: $1,571,672Liabilities 2015: $0Net Assets 2015: $1,571,6722015Assets 2016: $1,466,294Liabilities 2016: $0Net Assets 2016: $1,466,2942016Assets 2017: $2,011,670Liabilities 2017: $0Net Assets 2017: $2,011,6702017Assets 2018: $2,022,290Liabilities 2018: $0Net Assets 2018: $2,022,2902018Assets 2019: $1,921,052Liabilities 2019: $0Net Assets 2019: $1,921,0522019Assets 2020: $1,867,087Liabilities 2020: $0Net Assets 2020: $1,867,0872020Assets 2021: $1,917,601Liabilities 2021: $0Net Assets 2021: $1,917,6012021Assets 2022: $2,170,644Liabilities 2022: $0Net Assets 2022: $2,170,6442022Assets 2023: $2,215,782Liabilities 2023: $0Net Assets 2023: $2,215,7822023Assets 2024: $2,272,120Liabilities 2024: $0Net Assets 2024: $2,272,1202024Assets 2025: $2,274,889Liabilities 2025: $0Net Assets 2025: $2,274,8892025

Highlighted filing

2022

Assets$2,170,644
Liabilities$0
Net Assets$2,170,644
Open 2022 Filing

Operations Trend

Revenue Growth96th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2011: $35,213Expenses 2011: $1,012,535Net Income 2011: -$977,3222011Expenses 2012: $307,8732012Expenses 2013: $70,2152013Revenue 2014: $144,909Expenses 2014: $30,469Net Income 2014: $114,4402014Revenue 2015: $53,292Expenses 2015: $65,741Net Income 2015: -$12,4492015Revenue 2016: $161,137Expenses 2016: $266,515Net Income 2016: -$105,3782016Revenue 2017: $863,817Expenses 2017: $318,441Net Income 2017: $545,3762017Revenue 2018: $184,721Expenses 2018: $174,101Net Income 2018: $10,6202018Revenue 2019: $215,941Expenses 2019: $317,179Net Income 2019: -$101,2382019Revenue 2020: $103,806Expenses 2020: $157,771Net Income 2020: -$53,9652020Revenue 2021: $73,780Expenses 2021: $23,266Net Income 2021: $50,5142021Revenue 2022: $287,783Expenses 2022: $34,740Net Income 2022: $253,0432022Revenue 2023: $77,629Expenses 2023: $32,491Net Income 2023: $45,1382023Revenue 2024: $98,954Expenses 2024: $42,616Net Income 2024: $56,3382024Revenue 2025: $134,907Expenses 2025: $132,138Net Income 2025: $2,7692025

Highlighted filing

2022

Revenue$287,783
Expenses$34,740
Net Income$253,043
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2021 to Jan 31, 2022
Signed
Jun 23, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD CARPENTERPresident-$0--
MARY CARPENTERVice President, Secretary-$0--
SUSAN FRAZINTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Carpenter Family Foundation
EIN
95-3854103
Phone
8185283545
Address
16255 VENTURA BLVD STE 1250, ENCINO, CA 91436

Signing Officer

Name
Richard Carpenter
Title
President
Phone
8185283545
Signed
2022-06-23
Discuss with paid preparer
Yes

Preparer

Firm
Frazin and Co CPA
Address
16255 VENTURA BLVD 1250, ENCINO, CA 91436
Preparer
Susan Frazin
Phone
8185283545
Raw XML Appendix323 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11835901
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MERRILL LYNCH-2736
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1MORGAN STANLEY-4772
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt015848
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0227076
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0253043
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02170644
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01917601
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02170644
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IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03661
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt04339
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RICHARD CARPENTER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SUSAN FRAZIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT, SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ENCINO
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd091436
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08185283545
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0RICHARD CARPENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0LA GOAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04911 OVERLAND AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CULVER CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt010000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0121645
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0111645
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt043820
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0195978
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt040881
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0179251
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0111645
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt067606
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0280679
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt043820
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0195978
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt040881
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0348285
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0459930
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1347
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt023348
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt023348
TaxesSchedule/TaxesDetail/Amt01020
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01020
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD CARPENTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08185283545
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARPENTER FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CARP
ReturnHeader/Filer/EIN0953854103
ReturnHeader/Filer/PhoneNum08185283545
ReturnHeader/Filer/USAddress/AddressLine1Txt016255 VENTURA BLVD STE 1250
ReturnHeader/Filer/USAddress/CityNm0ENCINO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091436
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954545665
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRAZIN AND CO CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016255 VENTURA BLVD 1250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ENCINO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091436
ReturnHeader/PreparerPersonGrp/PhoneNum08185283545
ReturnHeader/PreparerPersonGrp/PreparationDt02022-06-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN FRAZIN
ReturnHeader/ReturnTs02022-07-08T19:22:24-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICHARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CARPENTER
ReturnHeader/TaxPeriodBeginDt02021-02-01
ReturnHeader/TaxPeriodEndDt02022-01-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,170,644
Liabilities
$0
Net assets
$2,170,644
Revenue
$287,783
Expenses
$34,740
Net income
$253,043
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.27$0.00$2.27$0.13$0.13$0.00
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.27$0.00$2.27$0.10$0.04$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.08$0.03$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.29$0.03$0.25
2021Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.07$0.02$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.87$0.00$1.87$0.10$0.16$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.22$0.32$0.10
2018Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.18$0.17$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.01$0.00$2.01$0.86$0.32$0.55
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.00$1.47$0.16$0.27$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.05$0.07$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.14$0.03$0.11
2013Detailed filing. Detailed filing data is available for this year.$1.51$0.04$1.47$0.07
2012Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.31
2011Summary only. Only limited summary data is available for this year.$1.26$0.00$0.04$1.01$0.98