Civic Intelligence

Lois E Womer Foundation

990 • Fiscal year 2024 • EIN 26-1674673

Aug 01, 2023 to Jul 31, 2024 • Filed on Nov 05, 2024

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

23rd percentile

0.00x

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

2024 filings • NTEE D • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

22nd percentile

0.00x

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

2024 filings • NTEE D • $1M-$5M nonprofits • Source year 2024

Net Margin

12th percentile

-33%

Higher net margin than 12% of similar nonprofits.

2024 filings • NTEE D • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$57,249

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 19.7% of source-year revenue.

2024 filings • NTEE D • $1M-$5M nonprofits • Source year 2024

Asset Growth

23rd percentile

-2.0%

Faster asset growth than 23% of similar nonprofits.

2024 filings • NTEE D • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

51st percentile

10%

Faster revenue growth than 51% of similar nonprofits.

2024 filings • NTEE D • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$4,546,319

Down $91,276 (-2.0%) from 2023

Net Assets

Down

$4,546,319

Down $91,276 (-2.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin12th percentile

Revenue

Up

$290,730

Up $27,194 (+10%) from 2023

Expenses

Up

$385,905

Up $8,243 (+2.2%) from 2023

Net Income

Up

-$95,175

Up $18,951 (+17%) from 2023

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

2024

Assets$4,546,319
Liabilities$0
Net Assets$4,546,319
Open 2024 Filing

Operations Trend

Revenue Growth51st 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

2024

Revenue$290,730
Expenses$385,905
Net Income-$95,175
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Nov 5, 2024
Return Version
2023v5.1
Gross Receipts
$2,714,037
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$4,637,595$4,546,319▼ $91,276
Investments in Publicly Traded Securities$4,513,044$4,448,700▼ $64,344
Savings and Temporary Cash Investments$122,868$95,101▼ $27,767
Cash and Non-Interest-Bearing Accounts$1,683$2,518▲ $835
Total Assets$4,637,595$4,546,319▼ $91,276
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,637,595$4,546,319▼ $91,276
Total Liabilities and Net Assets / Fund Balance$4,637,595$4,546,319▼ $91,276
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleBaseTotal
Bank of America N aCo-trustee$57,249$57,249
Martin W Ronan Jr EsqCo-trustee$6,893$6,893
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$290,730
Other Revenue
$0
Change in Net Assets
$-95,175
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$309,550
Salaries, Compensation, and Employee Benefits$64,142
Other Expenses$12,213
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$309,550--$309,550
Current Officers, Directors, Trustees, and Key Employees$38,485$25,657-$64,142
Fees for Services Legal$7,500--$7,500
Other Expenses$500$1,183-$500
Total Functional Expenses$356,035$29,870$0$385,905
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Primarily Primates IncSan Antonio, TX501(c)(3)General Operating$123,820
The Elephant SanctuaryNashville, TN501(c)(3)General Operating$123,820
Basically BatsWilliamsport, PA501(c)(3)General Operating$61,910
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
2024-11-05
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, PAGE 2, PART III, LINE 4D

“Legal expenses and charitable allocation of trustee compensation”

Explanation for Form 990, Part XI, Line 9

“Py poai carryover: $2,065, cy poai carryover ($3,493), cost basis adjustment $5,327”

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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/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt04849539
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0175382
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0169734
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt05087223
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt04923390
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0175382
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0169734
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt03
IRS990ScheduleA/SupportedOrganizationsTotalCnt03
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0582143928
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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/SupportAmt061910
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1123820
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt2123820
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0BASICALLY BATS
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1THE ELEPHANT SANCTUARY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2PRIMARILY PRIMATES
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0309550
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0123820
IRS990ScheduleI/RecipientTable/CashGrantAmt1123820
IRS990ScheduleI/RecipientTable/CashGrantAmt261910
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/ExplanationTxt0Legal expenses and charitable allocation of trustee compensation
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS MEMBERS/STOCKHOLDERS THAT MAY ELECT MEMBERS OF THE GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTATION OF THE MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A COPY OF THE FORM 990 IS PROVIDED BEFORE FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4These documents are not made available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PY POAI CARRYOVER: $2,065, CY POAI CARRYOVER ($3,493), COST BASIS ADJUSTMENT $5,327
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 2, PART III, LINE 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7a
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 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5EXPLANATION 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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,546,319
Liabilities
$0
Net assets
$4,546,319
Revenue
$290,730
Expenses
$385,905
Net income
-$95,175
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