Civic Intelligence

Lois E Womer Foundation

990 • Fiscal year 2021 • EIN 26-1674673

Aug 01, 2020 to Jul 31, 2021 • Filed on Dec 01, 2021

Organization ProfileN/A
114 W 47th St Ny8-114-07-07New York, NY 10036-1510

(609) 274-6834

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2021 filings • NTEE D • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

18th percentile

0.00x

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

2021 filings • NTEE D • $1M-$5M nonprofits • Source year 2021

Net Margin

72nd percentile

35%

Higher net margin than 72% of similar nonprofits.

2021 filings • NTEE D • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

67th percentile

$58,030

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 10.0% of source-year revenue.

2021 filings • NTEE D • $1M-$5M nonprofits • Source year 2021

Asset Growth

33rd percentile

4.3%

Faster asset growth than 33% of similar nonprofits.

2021 filings • NTEE D • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

71st percentile

47%

Faster revenue growth than 71% of similar nonprofits.

2021 filings • NTEE D • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$4,707,568

Up $193,112 (+4.3%) from 2020

Net Assets

Up

$4,707,568

Up $193,112 (+4.3%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin72nd percentile

Revenue

Up

$579,333

Up $185,789 (+47%) from 2020

Expenses

Up

$378,109

Up $7,774 (+2.1%) from 2020

Net Income

Up

$201,224

Up $178,015 (+767%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$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

2021

Assets$4,707,568
Liabilities$0
Net Assets$4,707,568
Open 2021 Filing

Operations Trend

Revenue Growth71st percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$579,333
Expenses$378,109
Net Income$201,224
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Dec 1, 2021
Return Version
2020v4.1
Gross Receipts
$2,890,873
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$4,514,456$4,707,568▲ $193,112
Investments in Publicly Traded Securities$4,304,607$4,545,050▲ $240,443
Savings and Temporary Cash Investments$207,661$162,490▼ $45,171
Cash and Non-Interest-Bearing Accounts$2,188$28▼ $2,160
Total Assets$4,514,456$4,707,568▲ $193,112
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,514,456$4,707,568▲ $193,112
Total Liabilities and Net Assets / Fund Balance$4,514,456$4,707,568▲ $193,112
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleBaseTotal
Ust-ml a Division of Bank of AmeriCo-trustee$58,030$58,030
Martin W Ronan Jr EsqCo-trustee$7,431$7,431
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$579,333
Other Revenue
$0
Change in Net Assets
$201,224
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$308,535
Salaries, Compensation, and Employee Benefits$65,461
Other Expenses$4,113
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$308,535--$308,535
Current Officers, Directors, Trustees, and Key Employees-$65,461-$65,461
Other Expenses$250$1,478-$1,478
Total Functional Expenses$308,785$69,324$0$378,109
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
Backup withholding compliance
Yes
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 7A

“The organization has members/stockholders that may elect members of the governing body”

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

“No documentation of the meetings”

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

“A copy of the form 990 is provided before filing”

Form 990, Page 6, Part VI, Line 19

“These documents are not made available to the public.”

Filing and Contact Details

Filer

Filer Name
Lois E Womer Foundation
EIN
26-1674673
Phone
6092746834
Address
114 W 47TH ST NY8-114-07-07, NEW YORK, NY 10036-1510

Signing Officer

Name
Bank of America N a
Title
Trustee
Phone
6092746834
Signed
2021-12-01
Discuss with paid preparer
Yes

Organization Details

Formed
2008
Legal Domicile
Ny
Voting Board Members
2
Independent Board Members
1
Employees
0

Preparer

Firm
Pricewaterhousecoopers Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Lawrence Mcguire
Phone
4123556000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“The net income is changed due to gain on py sales settled by year end $391, poai carryover ($170), amort carryover ($2,352), gain on cy sales not settled by year end ($602), cost basis adjustment ($5,379)”

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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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IRS990ScheduleA/SupportedOrgInformationGrp/EIN0582143928
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd17
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd27
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt061707
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1123414
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt2123414
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0BASICALLY BATS
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1THE ELEPHANT SANCTUARY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2PRIMARILY PRIMATES
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0308535
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS MEMBERS/STOCKHOLDERS THAT MAY ELECT MEMBERS OF THE GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTATION OF THE MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE FORM 990 IS PROVIDED BEFORE FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3These documents are not made available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE NET INCOME IS CHANGED DUE TO GAIN ON PY SALES SETTLED BY YEAR END $391, POAI CARRYOVER ($170), AMORT CARRYOVER ($2,352), GAIN ON CY SALES NOT SETTLED BY YEAR END ($602), COST BASIS ADJUSTMENT ($5,379)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
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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
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
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
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd217701
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
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IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
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IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt061707
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1123414
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt2123414
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0BASICALLY BATS
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1THE ELEPHANT SANCTUARY
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2PRIMARILY PRIMATES INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0b
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1b
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2b
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt04514456
IRS990/TotalAssetsEOYAmt04707568
IRS990/TotalAssetsGrp/BOYAmt04514456
IRS990/TotalAssetsGrp/EOYAmt04707568
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt069324
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0308785
IRS990/TotalFunctionalExpensesGrp/TotalAmt0378109
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalOtherCompensationAmt00
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IRS990/TotalReportableCompFromOrgAmt065461

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,707,568
Liabilities
$0
Net assets
$4,707,568
Revenue
$579,333
Expenses
$378,109
Net income
$201,224
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