Civic Intelligence

Lois E Womer Foundation

990 • Fiscal year 2023 • EIN 26-1674673

Aug 01, 2022 to Jul 31, 2023 • Filed on Dec 05, 2023

Organization ProfileN/A
PO Box 1532Pennington, NJ 08534

(609) 274-6834

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2023 filings • NTEE D • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

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

2023 filings • NTEE D • $1M-$5M nonprofits • Source year 2023

Net Margin

9th percentile

-43%

Higher net margin than 9% of similar nonprofits.

2023 filings • NTEE D • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

66th percentile

$53,173

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 20.2% of source-year revenue.

2023 filings • NTEE D • $1M-$5M nonprofits • Source year 2023

Asset Growth

23rd percentile

-2.3%

Faster asset growth than 23% of similar nonprofits.

2023 filings • NTEE D • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

10th percentile

-44%

Faster revenue growth than 10% of similar nonprofits.

2023 filings • NTEE D • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets21st percentile

Assets

Down

$4,637,595

Down $108,802 (-2.3%) from 2022

Net Assets

Down

$4,637,595

Down $108,802 (-2.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin9th percentile

Revenue

Down

$263,536

Down $207,905 (-44%) from 2022

Expenses

Down

$377,662

Down $46,237 (-11%) from 2022

Net Income

Down

-$114,126

Down $161,668 (-340%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth23rd 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

2023

Assets$4,637,595
Liabilities$0
Net Assets$4,637,595
Open 2023 Filing

Operations Trend

Revenue Growth10th 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

2023

Revenue$263,536
Expenses$377,662
Net Income-$114,126
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2022 to Jul 31, 2023
Signed
Dec 5, 2023
Return Version
2022v5.0
Gross Receipts
$1,715,162
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$4,746,397$4,637,595▼ $108,802
Investments in Publicly Traded Securities$4,643,409$4,513,044▼ $130,365
Savings and Temporary Cash Investments$102,922$122,868▲ $19,946
Cash and Non-Interest-Bearing Accounts$66$1,683▲ $1,617
Total Assets$4,746,397$4,637,595▼ $108,802
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,746,397$4,637,595▼ $108,802
Total Liabilities and Net Assets / Fund Balance$4,746,397$4,637,595▼ $108,802
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleBaseTotal
Bank of America N aCo-trustee$53,173$53,173
Martin W Ronan Jr EsqCo-trustee$6,224$6,224
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$263,536
Other Revenue
$0
Change in Net Assets
$-114,126
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$313,541
Salaries, Compensation, and Employee Benefits$59,397
Other Expenses$4,724
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$313,541--$313,541
Current Officers, Directors, Trustees, and Key Employees-$59,397-$59,397
Other Expenses-$1,216-$1,216
Total Functional Expenses$313,541$64,121$0$377,662
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Primarily Primates IncSan Antonio, TX501(c)(3)General Operating$125,416
The Elephant SanctuaryNashville, TN501(c)(3)General Operating$125,416
Basically BatsWilliamsport, PA501(c)(3)General Operating$62,708
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
PO BOX 1532, PENNINGTON, NJ 08534

Signing Officer

Name
Bank of America N a
Title
Trustee
Phone
6092746834
Signed
2023-12-05
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Pwc US Tax 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

“Py pending sale $5,017, py poai carryover: $125, cy poai carryover ($375),cost basis adjustment $557”

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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/SupportedOrganizationsTotalCnt03
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0582143928
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1621587327
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2742164756
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd2true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd17
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd27
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt062708
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1125416
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt2125416
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0BASICALLY BATS
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1THE ELEPHANT SANCTUARY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2PRIMARILY PRIMATES
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0313540
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0125416
IRS990ScheduleI/RecipientTable/CashGrantAmt1125416
IRS990ScheduleI/RecipientTable/CashGrantAmt262708
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL OPERATING
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL OPERATING
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GENERAL OPERATING
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
IRS990ScheduleI/RecipientTable/USAddress/CityNm2WILLIAMSPORT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1TN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2PA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd078255
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd137219
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd217701
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc1FMV
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
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/ExplanationTxt4PY PENDING SALE $5,017, PY POAI CARRYOVER: $125, CY POAI CARRYOVER ($375),COST BASIS ADJUSTMENT $557
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
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd2false
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
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
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1TN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd078255
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd137219
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd217701
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt062708
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1125416
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt2125416
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,637,595
Liabilities
$0
Net assets
$4,637,595
Revenue
$263,536
Expenses
$377,662
Net income
-$114,126
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