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← CARLTON LANDING SOCIAL WELFARE FOUNDATION

Form 990 for tax year 2023

Filed by CARLTON LANDING SOCIAL WELFARE FOUNDATION.

Totals

Total revenue
$442,604
Total expenses
$234,591
Contributions and grants received
$428,973
Grants paid
$10,000
Program service revenue
$13,631
Investment income
$0
Other revenue
$0
Total assets, end of year
$208,013
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$208,013
Program services expenses (Part IX)
$164,089
Management and general expenses
$70,502
Fundraising expenses
$0
Program service expenses (Part III)
$164,089

Program services were 69.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $428,973

  • 2a · Program service revenue: COMMUNITY SUPPORT

    total $13,631 · related or exempt $13,631

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $10,000 · program services $10,000

  • 5 · Compensation of officers, directors and key employees

    total $31,247 · program services $6,250 · management and general $24,997

  • 7 · Other salaries and wages

    total $21,313 · program services $21,313

  • 9 · Other employee benefits

    total $1,087 · program services $1,087

  • 10 · Payroll taxes

    total $5,281 · program services $3,369 · management and general $1,912

  • 11b · Fees: legal

    total $2,463 · management and general $2,463

  • 11c · Fees: accounting

    total $3,910 · management and general $3,910

  • 11g · Fees: other

    total $10,302 · management and general $10,302

  • 12 · Advertising and promotion

    total $69,723 · program services $69,723

  • 13 · Office expenses

    total $12,982 · management and general $12,982

  • 14 · Information technology

    total $13,021 · management and general $13,021

  • 24a · Other expenses: PROGRAM EVENT EXPENSES

    total $52,347 · program services $52,347

  • 24b · Other expenses: PAYROLL FEES

    total $468 · management and general $468

  • 24c · Other expenses: DUES AND SUBSCRIPTIONS

    total $447 · management and general $447

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year $204,165

  • 4 · Accounts receivable

    end of year $3,848

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $0 · end of year $208,013

Mission and programs · 2023

Mission

THE CARLTON LANDING SOCIAL WELFARE FOUNDATION 501(C)4 WAS CREATED TO INFLUENCE CULTURE THROUGH EVENTS, PROGRAMS AND THE PROMOTION OF THE CORE VALUES OF CARLTON LANDING. THESE CORE VALUES; FAMILY, CREATION, AND SIMPLICITY, CREATE A LIFE-GIVING COMMUNITY CULTURE.

Activities or mission (Part I)

INFLUENCE CULTURE THROUGH EVENTS, PROGRAMS AND THE PROMOTION OF THE CORE VALUES OF CARLTON LANDING.

  • THE CARLTON LANDING SOCIAL WELFARE FOUNDATION PROVIDED COMMUNITY EVENTS FOR THE 380+ CARLTON LANDING HOMEOWNERS AND THEIR GUESTS. ALL OF THE EVENTS WERE FAMILY-FRIENDLY AND CREATED OPPORTUNITIES FOR A HEALTHY COMMUNITY CULTURE. THESE EVENTS ARE HOSTED TO SUPPORT AND GROW THE CULTURE OF THE CARLTON LANDING COMMUNITY. AS THE COMMUNITY GROWS, WE WILL EXPAND PROGRAMMING. 2023 EVENTS: EASTER EGG HUNTS (CHILD, TEEN & ADULT) - APPROX 300 ATTENDEES, MEMORIAL DAY CEREMONY - APPROX 30 ATTENDEES, 4TH OF JULY FREEDOM FEST - APPROX 1750 ATTENDEES, FRIENDSGIVING 2023 -150 ATTENDEES.

    Expenses $154,089 · Revenue $13,631

  • THE CARLTON LANDING SOCIAL WELFARE FOUNDATION IS HONORED TO AWARD OUR $5000 CARLTON LANDING FOUNDATION SCHOLARSHIP EVERY YEAR TO TWO OUTSTANDING STUDENTS FROM OUR COMMUNITY.WE ARE PROUD TO SEND YOUNG ADULTS TO THE NEXT CHAPTER OF THEIR EDUCATION INSTILLED WITH OUR VALUES OF FAMILY, CREATION, AND SIMPLICITY.

    Expenses $10,000 · Grants $10,000

As filed on the 2023 return.

Listed in Part VII

  • Grant Humphreys

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Sarah Partin

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Caleb Conner

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Bob Davis

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Jon Fuller

    GOVERNANCE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Alice Canada

    EXECUTIVE DIRECTOR (AS OF NOV)

    Total calculated
    $17,973
    From this org
    $16,247
    From related orgs
    $0
    Other
    $1,726
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $16,247
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $16,247

  • Seth Gebhart

    INTERIM EXEC DIR (SEPT - OCT)

    Total calculated
    $0
    Hours/week
    10 + 15 related

  • Sarah Tunnell

    EXECUTIVE DIRECTOR (THRU AUG)

    Total calculated
    $24,000
    From this org
    $15,000
    From related orgs
    $9,000
    Other
    $0
    Hours/week
    15 + 20 related

    Schedule J breakdown matched by us

    Base
    $15,000 + $9,000 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $15,000 + $9,000 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
13 November 2024
IRS schema version
2023v5.1
Source object
202413189349310471

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