Civic Intelligence

Lois E Womer Foundation

EIN 26-1674673 • 501(c)3 • Pennington, NJ

Pub. 78 EligibleNTEE D30

Profile

The foundation operates exclusively for charitable, scientific, and/or educational purposes, specifically for the benefit of Primarily Primates Inc., The elephant Sanctuary and Basically Bats - Wildlife Conservation Society, Inc.

PO Box 1532Pennington, NJ 08534-0691

n/A

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

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

NTEE D • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

22nd percentile

0.00x

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

NTEE D • $1M-$5M nonprofits • Source year 2025

Net Margin

65th percentile

22%

Higher net margin than 65% of similar nonprofits.

NTEE D • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

66th percentile

$55,910

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 11.4% of source-year revenue.

NTEE D • $1M-$5M nonprofits • Source year 2025

Asset Growth

39th percentile

2.6%

Faster asset growth than 39% of similar nonprofits.

NTEE D • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

80th percentile

68%

Faster revenue growth than 80% of similar nonprofits.

NTEE D • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$4,664,402

Up $118,083 (+2.6%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$4,664,402

Up $118,083 (+2.6%) from 2024

Operations
Liabilities / Revenue22nd percentileNet Margin65th percentile

Revenue

Up

$488,743

Up $198,013 (+68%) from 2024

Expenses

Down

$380,648

Down $5,257 (-1.4%) from 2024

Net Income

Up

$108,095

Up $203,270 (+214%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

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

$6.0M$4.0M$2.0M$0Assets 2020: $4,514,456Liabilities 2020: $0Net Assets 2020: $4,514,4562020Assets 2021: $4,707,568Liabilities 2021: $0Net Assets 2021: $4,707,5682021Assets 2022: $4,746,397Liabilities 2022: $0Net Assets 2022: $4,746,3972022Assets 2023: $4,637,595Liabilities 2023: $0Net Assets 2023: $4,637,5952023Assets 2024: $4,546,319Liabilities 2024: $0Net Assets 2024: $4,546,3192024Assets 2025: $4,664,402Liabilities 2025: $0Net Assets 2025: $4,664,4022025

Highlighted filing

2025

Assets$4,664,402
Liabilities$0
Net Assets$4,664,402
Open 2025 Filing

Operations Trend

Revenue Growth80th percentile

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

$600K$400K$200K$0-$200KRevenue 2020: $393,544Expenses 2020: $370,335Net Income 2020: $23,2092020Revenue 2021: $579,333Expenses 2021: $378,109Net Income 2021: $201,2242021Revenue 2022: $471,441Expenses 2022: $423,899Net Income 2022: $47,5422022Revenue 2023: $263,536Expenses 2023: $377,662Net Income 2023: -$114,1262023Revenue 2024: $290,730Expenses 2024: $385,905Net Income 2024: -$95,1752024Revenue 2025: $488,743Expenses 2025: $380,648Net Income 2025: $108,0952025

Highlighted filing

2025

Revenue$488,743
Expenses$380,648
Net Income$108,095
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,664,402
Liabilities
$0
Net assets
$4,664,402
Revenue
$488,743
Expenses
$380,648
Net income
$108,095
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$0.49$0.38$0.11
2024Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$0.29$0.39$0.10
2023Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$0.26$0.38$0.11
2022Detailed filing. Detailed filing data is available for this year.$4.75$0.00$4.75$0.47$0.42$0.05
2021Detailed filing. Detailed filing data is available for this year.$4.71$0.00$4.71$0.58$0.38$0.20
2020Detailed filing. Detailed filing data is available for this year.$4.51$0.00$4.51$0.39$0.37$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2024 to Jul 31, 2025
Signed
Jan 31, 2026
Return Version
2024v5.2
Gross Receipts
$2,547,471
Mission and Program Overview

Mission

The foundation operates exclusively for charitable, scientific, and/or educational purposes, specifically for the benefit of Primarily Primates Inc., The elephant Sanctuary and Basically Bats - Wildlife Conservation Society, Inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$4,546,319$4,664,402▲ $118,083
Investments in Publicly Traded Securities$4,448,700$4,513,623▲ $64,923
Savings and Temporary Cash Investments$95,101$147,230▲ $52,129
Cash and Non-Interest-Bearing Accounts$2,518$3,549▲ $1,031
Total Assets$4,546,319$4,664,402▲ $118,083
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,546,319$4,664,402▲ $118,083
Total Liabilities and Net Assets / Fund Balance$4,546,319$4,664,402▲ $118,083
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleBaseTotal
Bank of America N aCo-trustee$55,910$55,910

Board Members and Trustees

NameTitle
Priscillia FeralCo-trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$488,743
Other Revenue
$0
Change in Net Assets
$108,095
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$321,875
Salaries, Compensation, and Employee Benefits$55,910
Other Expenses$2,863
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$321,875--$321,875
Current Officers, Directors, Trustees, and Key Employees$22,364$33,546-$55,910
All Other Expenses-$2,863-$2,863
Total Functional Expenses$344,239$36,409$0$380,648
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Basically BatsWilliamsport, PA501(c)(3)General Charitable Purposes$128,750
The Elephant SanctuaryNashville, TN501(c)(3)General Charitable Purposes$128,750
Primarily Primates IncSan Antonio, TX501(c)(3)General Charitable Purposes$64,375
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“When decisions are made, they are documeted in the permanent file.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“N/A”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Tax department prepares, reviews and files the form 990”

Form 990, Page 6, Part VI, Line 18

“AVAILABLE UPON REQUEST”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST”

Form 990, Page 7, Part VII, Section A

“BANK OF AMERICA TRUSTEE”

Filing and Contact Details

Filer

Filer Name
Lois E Womer Foundation
EIN
26-1674673
Phone
8888663275
Address
PO BOX 1532, PENNINGTON, NJ 08534-0691

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8888663275
Signed
2026-01-31

Organization Details

Formed
1999
Legal Domicile
Ny
Voting Board Members
2
Independent Board Members
1
Employees
0
Supplemental Narrative

Additional Explanations

EXPLANATION FOR FORM 990, PAGE 2, PART III, LINE 4D

“Bank of America trustee fees”

Explanation for Form 990, Part XI, Line 9

“Returned funds 12298.76, Accrued Income -570.83 Tax cost Adj -1139.86”

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IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt05201359
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt04956282
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt079874
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt076308
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt05245080
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt05010915
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0183578
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0175382
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt05324954
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt05087223
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0183578
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0175382
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt064375
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1128750
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt2128750
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0BASICALLY BATS
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1THE ELEPHANT SANCTUARY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2PRIMARILY PRIMATES
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IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0321875
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IRS990ScheduleI/GrantRecordsMaintainedInd0true
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IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL CHARITABLE PURPOSES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL CHARITABLE PURPOSES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GENERAL CHARITABLE PURPOSES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0PRIMARILY PRIMATES INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1THE ELEPHANT SANCTUARY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2BASICALLY BATS
IRS990ScheduleI/RecipientTable/RecipientEIN0722164756
IRS990ScheduleI/RecipientTable/RecipientEIN1621587327
IRS990ScheduleI/RecipientTable/RecipientEIN2582143928
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt026099 DULL KNIFE TRAIL
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1511 UNION STREET STE 2700
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2700 COLLEGE PLACE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN ANTONIO
IRS990ScheduleI/RecipientTable/USAddress/CityNm1NASHVILLE
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IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc2FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0trust document requires yearly distributions to the following Charities: Primarily Primates, Inc., The Elephant Sanctuary and Basically Bats if any of those charities do not qualify then the Wildlife Conservation Society would be the substitute charity. Once the checks are distributed, the trust requires a signature of receipt of the check. No further oversight of the distributions is
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1The trust document requires yearly distributions to the following Charities: Primarily Primates, Inc., The Elephant Sanctuary and Basically Bats if any of those charities do not qualify then the Wildlife Conservation Society would be the substitute charity. Once the checks are distributed, the trust requires a signature of receipt of the check. No further oversight of the distributions is made by the trust.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I Line 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Bank of America trustee fees
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WHEN DECISIONS ARE MADE, THEY ARE DOCUMETED IN THE PERMANENT FILE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TAX DEPARTMENT PREPARES, REVIEWS AND FILES THE FORM 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK OF AMERICA TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Returned funds 12298.76, Accrued Income -570.83 Tax cost Adj -1139.86
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 2, PART III, LINE 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 7, PART VII, SECTION A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt2NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0PRIMARILY PRIMATES INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1THE ELEPHANT SANCTUARY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2BASICALLY BATS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0722164756
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1621587327
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2582143928
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1TN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0House, protect, and rehabilitate non-native
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1Care for old, sick, or needy elephants
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2Provide bat rehabilitation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0170(b)(1)(A)(vi)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1170(b)(1)(A)(vi)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2170(b)(1)(A)(vi)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt026099 DULL KNIFE TRIAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1511 UNION STREET STE 2700
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2700 COLLEGE PLACE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SAN ANTONIO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1NASHVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2WILLIAMSPORT
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1TN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2PA
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd137219
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IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
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IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt061910
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1123820
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt2123820

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