Civic Intelligence

The David and Leila Carpenter Foundation

EIN 95-4608623 • Montecito, CA

660 Buena Vista DriveMontecito, CA 93108
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

72nd percentile

23%

Higher net margin than 72% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

46th percentile

1.5%

Faster asset growth than 46% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

59th percentile

15%

Faster revenue growth than 59% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,033,071

Up $15,666 (+1.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,033,071

Up $15,666 (+1.5%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin72nd percentile

Revenue

Up

$69,176

Up $9,097 (+15%) from 2023

Expenses

Up

$53,510

Up $1,210 (+2.3%) from 2023

Net Income

Up

$15,666

Up $7,887 (+101%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $591,097Liabilities 2011: $02011Assets 2012: $583,678Liabilities 2012: $02012Assets 2013: $802,377Liabilities 2013: $02013Assets 2014: $888,736Liabilities 2014: $0Net Assets 2014: $888,7362014Assets 2015: $897,068Liabilities 2015: $0Net Assets 2015: $897,0682015Assets 2016: $877,209Liabilities 2016: $0Net Assets 2016: $877,2092016Assets 2017: $946,135Liabilities 2017: $0Net Assets 2017: $946,1352017Assets 2018: $963,928Liabilities 2018: $0Net Assets 2018: $963,9282018Assets 2019: $1,012,066Liabilities 2019: $0Net Assets 2019: $1,012,0662019Assets 2020: $1,017,678Liabilities 2020: $0Net Assets 2020: $1,017,6782020Assets 2021: $1,028,517Liabilities 2021: $0Net Assets 2021: $1,028,5172021Assets 2022: $1,009,626Liabilities 2022: $0Net Assets 2022: $1,009,6262022Assets 2023: $1,017,405Liabilities 2023: $0Net Assets 2023: $1,017,4052023Assets 2024: $1,033,071Liabilities 2024: $0Net Assets 2024: $1,033,0712024

Highlighted filing

2024

Assets$1,033,071
Liabilities$0
Net Assets$1,033,071
Open 2024 Filing

Operations Trend

Revenue Growth59th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: -$4,569Expenses 2011: $18,000Net Income 2011: -$22,5692011Revenue 2012: $30,581Expenses 2012: $38,000Net Income 2012: -$7,4192012Revenue 2013: $253,699Expenses 2013: $35,000Net Income 2013: $218,6992013Revenue 2014: $135,865Expenses 2014: $49,506Net Income 2014: $86,3592014Revenue 2015: $30,997Expenses 2015: $47,000Net Income 2015: -$16,0032015Revenue 2016: $68,150Expenses 2016: $88,009Net Income 2016: -$19,8592016Revenue 2017: $100,382Expenses 2017: $31,456Net Income 2017: $68,9262017Revenue 2018: $73,925Expenses 2018: $56,132Net Income 2018: $17,7932018Revenue 2019: $82,313Expenses 2019: $34,175Net Income 2019: $48,1382019Revenue 2020: $60,255Expenses 2020: $54,643Net Income 2020: $5,6122020Revenue 2021: $98,839Expenses 2021: $88,000Net Income 2021: $10,8392021Revenue 2022: $39,135Expenses 2022: $58,026Net Income 2022: -$18,8912022Revenue 2023: $60,079Expenses 2023: $52,300Net Income 2023: $7,7792023Revenue 2024: $69,176Expenses 2024: $53,510Net Income 2024: $15,6662024

Highlighted filing

2024

Revenue$69,176
Expenses$53,510
Net Income$15,666
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,033,071
Liabilities
$0
Net assets
$1,033,071
Revenue
$69,176
Expenses
$53,510
Net income
$15,666
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.07$0.05$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.06$0.05$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.04$0.06$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.10$0.09$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.06$0.05$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.08$0.03$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.07$0.06$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.10$0.03$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.07$0.09$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.03$0.05$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.14$0.05$0.09
2013Summary only. Only limited summary data is available for this year.$0.80$0.00$0.25$0.04$0.22
2012Summary only. Only limited summary data is available for this year.$0.58$0.00$0.03$0.04$0.01
2011Summary only. Only limited summary data is available for this year.$0.59$0.00$0.00$0.02$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 7, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID CARPENTERPresident & CFO-$0--
LEILA CARPENTERSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The David and Leila Carpenter Foundation
EIN
95-4608623
Phone
8055654670
Address
660 BUENA VISTA DRIVE, MONTECITO, CA 93108

Signing Officer

Name
David Carpenter
Title
President
Phone
8055654670
Signed
2025-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Hutchinson & Bloodgood Llp
Address
200 EAST CARRILLO STREET SUITE 303, SANTA BARBARA, CA 93101
Preparer
Catherine Macaulay
Phone
8059631837
Raw XML Appendix309 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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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DAVID CARPENTER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0660 BUENA VISTA DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MONTECITO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd093108
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08055654670
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/GrantOrContributionPdDurYrGrp/Amt050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE; REAGAN RANCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0YOUNG AMERICA'S FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0217 STATE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SANTA BARBARA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd093101
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt050000
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/AppliedToCurrentYearAmt050662
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt050662
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04545
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06442
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt030991
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03783
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt046514
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0753
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04545
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06442
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt030991
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03783
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt051415
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0753
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt046514
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt045761
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt050
TaxesSchedule/TaxesDetail/Amt1730
TaxesSchedule/TaxesDetail/CategoryTxt0STATE FILING FEE
TaxesSchedule/TaxesDetail/CategoryTxt1FORM 990-PF ESTIMATED TAX PAYMENT
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt050
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID CARPENTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08055654670
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DAVID AND LEILA CARPENTER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0954608623
ReturnHeader/Filer/PhoneNum08055654670
ReturnHeader/Filer/USAddress/AddressLine1Txt0660 BUENA VISTA DRIVE
ReturnHeader/Filer/USAddress/CityNm0MONTECITO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093108
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0950858589
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HUTCHINSON & BLOODGOOD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 EAST CARRILLO STREET SUITE 303
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA BARBARA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093101
ReturnHeader/PreparerPersonGrp/PhoneNum08059631837
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CATHERINE MACAULAY
ReturnHeader/ReturnTs02025-05-09T14:22:48-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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