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Andrea Waitt Carlton Family Foundation

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$2.19M (2022)

Expenses
$3.7M (2022)

Total Assets
$57.9M (2022)

Total Liabilities
$18.7k (2022)

Years with missing data
Source: Form 990 tax filings from 2011 to 2022

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,189,942
Expenses
$3,697,627
Net Income
-$1,507,685
Net Assets
$57,858,359
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,528,464
69.8%
Sales of Assets $502,050
22.9%
Other Income $159,428
7.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,203,240
86.6%
Compensation of Officers* $446,815
12.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $57,877,052
Total Liabilities $18,693
Net Assets $57,858,359
Compensation
Key Employees and Officers Compensation Other
John N Carney Start 222 (Executive Director) $262,050 $4,214
Steven Rasmussen End 222 (Executive Director) $63,965 $8,789
Jennifer Kronebusch (Secretary/Treasurer/Director) $8,000 $4,656
Samuel A Waitt (Director) $8,000 $0
Donna Dalton (Director) $8,000 $2,198
Andrea Waitt Carlton (President/Director) $0 $0
Jacque J Roberts (Assistant Secretary) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,567,590
Expenses
$3,763,818
Net Income
$6,803,772
Net Assets
$59,364,506
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $87,697
0.8%
Interest Revenue $0
Dividends $1,738,961
16.5%
Sales of Assets $8,441,934
79.9%
Other Income $298,998
2.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,366,365
89.4%
Compensation of Officers* $176,895
4.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $59,381,041
Total Liabilities $16,535
Net Assets $59,364,506
Compensation
Key Employees and Officers Compensation Other
Steven Rasmussen (Executive Director) $147,875 $6,820
Jennifer Kronebusch (Secretary/Treasurer/Director) $8,000 $3,229
Samuel A Waitt (Director) $8,000 $0
Donna Dalton (Director) $6,000 $328
Jason Gant (Director) $2,000 $0
Andrea Waitt Carlton (President/Director) $0 $0
Jacque J Roberts (Assistant Secretary) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,118,470
Expenses
$3,320,654
Net Income
-$1,202,184
Net Assets
$52,560,733
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $930,236
43.9%
Sales of Assets $1,027,852
48.5%
Other Income $160,382
7.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,934,774
88.4%
Compensation of Officers* $169,000
5.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $52,560,734
Total Liabilities $1
Net Assets $52,560,733
Compensation
Key Employees and Officers Compensation Other
Steven Rasmussen (Executive Director) $142,188 $5,250
Jennifer Kronebusch (Secretary/Treasurer/Director) $6,000 $2,812
Charles Mosley (Director) $6,000 $0
Jason Gant (Director) $6,000 $0
Samuel A Waitt (Director) $6,000 $0
Andrea Waitt Carlton (President/Director) $0 $0
Jacque J Roberts (Assistant Secretary) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,887,577
Expenses
$3,543,481
Net Income
-$1,655,904
Net Assets
$53,762,918
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,192,406
63.2%
Sales of Assets $430,444
22.8%
Other Income $264,727
14.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,106,964
87.7%
Compensation of Officers* $184,936
5.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $53,763,547
Total Liabilities $629
Net Assets $53,762,918
Compensation
Key Employees and Officers Compensation Other
Steven Rasmussen (Executive Director) $142,869 $8,169
Jennifer Kronebusch (Secretary/Treasurer/Direct) $8,000 $2,843
Jason Gant (Director) $8,000 $235
Samuel A Waitt (Director) $8,000 $0
Charles Mosley (Director) $6,000 $820
Andrea Waitt Carlton (President/Director) $0 $0
Jacque J Roberts (Assistant Secretary) $0 $0

Document Links

Fiscal Year Ending Dec.
2018

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$909,561
Expenses
$3,618,424
Net Income
-$2,708,863
Net Assets
$32,050,966
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $28,075
3.1%
Dividends $397,803
43.7%
Sales of Assets $474,925
52.2%
Other Income $8,758
1.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,857,500
79.0%
Compensation of Officers* $240,667
6.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $32,052,299
Total Liabilities $1,333
Net Assets $32,050,966

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,681,738
Expenses
$3,642,815
Net Income
-$961,077
Net Assets
$34,759,829
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $24,724
0.9%
Dividends $414,688
15.5%
Sales of Assets $2,171,267
81.0%
Other Income $71,059
2.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,885,750
79.2%
Compensation of Officers* $229,833
6.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $34,761,011
Total Liabilities $1,182
Net Assets $34,759,829

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,876,482
Expenses
$3,444,545
Net Income
-$568,063
Net Assets
$35,720,906
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $39,161
1.4%
Dividends $355,049
12.3%
Sales of Assets $2,381,797
82.8%
Other Income $100,475
3.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,785,250
80.9%
Compensation of Officers* $218,959
6.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $35,720,906
Total Liabilities $0
Net Assets $35,720,906

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$676,915
Expenses
$3,611,704
Net Income
-$2,934,789
Net Assets
$36,288,969
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $148,333
21.9%
Dividends $501,885
74.1%
Sales of Assets $0
Other Income $138,894
20.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,709,800
75.0%
Compensation of Officers* $217,125
6.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $36,294,969
Total Liabilities $6,000
Net Assets $36,288,969

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,441,274
Expenses
$3,338,756
Net Income
-$897,482
Net Assets
$39,223,758
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $183,584
7.5%
Dividends $295,371
12.1%
Sales of Assets $1,843,898
75.5%
Other Income $118,421
4.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,535,050
75.9%
Compensation of Officers* $209,917
6.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $39,223,758
Total Liabilities $0
Net Assets $39,223,758

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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