Civic Intelligence

The Emerson & Barbara Kampen Charitable Foundation

990PF • Fiscal year 2019 • EIN 35-1694614

Aug 01, 2018 to Jul 31, 2019 • Filed on Nov 18, 2019

Organization Profile
8202 South Harts Mill LnBaton Rouge, LA 70808

(856) 223-2872

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.

2019 filings • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

17th percentile

0.00x

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Net Margin

69th percentile

14%

Higher net margin than 69% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • $10M-$25M nonprofits • Source year 2019

Asset Growth

24th percentile

-2.0%

Faster asset growth than 24% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

14th percentile

-24%

Faster revenue growth than 14% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$10,537,354

Up $341,726 (+3.4%) from 2017

Net Assets

Up

$10,537,354

Up $341,726 (+3.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin69th percentile

Revenue

Down

$652,100

Down $163,838 (-20%) from 2017

Expenses

Up

$562,469

Up $44,111 (+8.5%) from 2017

Net Income

Down

$89,631

Down $207,949 (-70%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$15M$10M$5.0M$0Assets 2014: $9,188,460Liabilities 2014: $0Net Assets 2014: $9,188,4602014Assets 2015: $9,229,529Liabilities 2015: $0Net Assets 2015: $9,229,5292015Assets 2016: $9,325,526Liabilities 2016: $0Net Assets 2016: $9,325,5262016Assets 2017: $10,195,628Liabilities 2017: $0Net Assets 2017: $10,195,6282017Assets 2019: $10,537,354Liabilities 2019: $0Net Assets 2019: $10,537,3542019Assets 2020: $10,651,888Liabilities 2020: $0Net Assets 2020: $10,651,8882020Assets 2021: $12,547,433Liabilities 2021: $0Net Assets 2021: $12,547,4332021Assets 2022: $11,010,125Liabilities 2022: $0Net Assets 2022: $11,010,1252022Assets 2025: $12,684,658Liabilities 2025: $0Net Assets 2025: $12,684,6582025

Highlighted filing

2019

Assets$10,537,354
Liabilities$0
Net Assets$10,537,354
Open 2019 Filing

Operations Trend

Revenue Growth14th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2014: $978,741Expenses 2014: $427,847Net Income 2014: $550,8942014Revenue 2015: $649,969Expenses 2015: $428,374Net Income 2015: $221,5952015Revenue 2016: $482,415Expenses 2016: $512,135Net Income 2016: -$29,7202016Revenue 2017: $815,938Expenses 2017: $518,358Net Income 2017: $297,5802017Revenue 2019: $652,100Expenses 2019: $562,469Net Income 2019: $89,6312019Revenue 2020: $342,537Expenses 2020: $560,551Net Income 2020: -$218,0142020Revenue 2021: $783,471Expenses 2021: $560,985Net Income 2021: $222,4862021Revenue 2022: $657,612Expenses 2022: $630,127Net Income 2022: $27,4852022Revenue 2025: $814,314Expenses 2025: $651,040Net Income 2025: $163,2742025

Highlighted filing

2019

Revenue$652,100
Expenses$562,469
Net Income$89,631
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2018 to Jul 31, 2019
Signed
Nov 18, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOANIE DUNHAMTrustee-$0--
DOUGLAS S KAMPENTrustee-$0--
LAURA L SHIVERTrustee-$0--
DEBORAH L SMITHTrustee-$0--
PAMELA E MAYESTrustee-$0--
DEBORAH KAMPEN BIGLERTrustee-$0--
CYNTHIA S VAN ZELSTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Emerson & Barbara Kampen
EIN
35-1694614
Phone
8562232872
Address
8202 SOUTH HARTS MILL LN, BATON ROUGE, LA 70808

Signing Officer

Name
Douglas S Kampen
Title
Trustee
Phone
2252812912
Signed
2019-11-18

Preparer

Firm
Huth Thompson Llp
Address
PO BOX 970, LAFAYETTE, IN 47902-0970
Preparer
Lincoln B Perkins
Phone
7654285000
Raw XML Appendix363 raw XML fields

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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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0448624
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0461761
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0391865
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0387835
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.046713
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.045655
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.046143
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.051268
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.041695
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.048806
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt04048
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt010296511
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt010623223
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt09722500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt09006882
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt09398384
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt07946471
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0516426
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.233567
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0512378
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0516426
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt04048
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0516426
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0FIDELITY BROKERAGE SERVICES LLC
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 673000
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DALLAS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0752673000
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum03178435678
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0516426
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0CENTRAL INDIANA COMMUNITY FDN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0N ALABAMA 119
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0INDIANAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd046204
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0516426
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0516426
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0510778
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0516426
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0510778
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0516426
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0BARBARA F KAMPEN CHARITABLE LEAD
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1BARBARA F KAMPEN CHARITABLE LEAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt035 NOCENTINO DR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt135 NOCENTINO DR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0WOOLWICH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1WOOLWICH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NJ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1NJ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd008085
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd108085
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt099803
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt199803
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt099803
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt199803
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc06496 SHARES OF VANGUARD LIFE STR
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc16496 SHARES OF VANGUARD LIFESTRA
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02018-08-09
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12018-08-09
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0307710
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED GAIN
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS INVESTMENT ADJU
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt04560
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04560
OtherIncomeSchedule2/OtherIncomeDetail/Desc0TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/Desc1K-1 BOX 13 - K, DED PORT 2% F
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt06591
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-774
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt037283
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT PLANNING & EVALUATION
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt037283
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DOUGLAS S KAMPEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02252812912
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE EMERSON & BARBARA KAMPEN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0EMER
ReturnHeader/Filer/EIN0351694614
ReturnHeader/Filer/PhoneNum08562232872
ReturnHeader/Filer/USAddress/AddressLine1Txt08202 SOUTH HARTS MILL LN
ReturnHeader/Filer/USAddress/CityNm0BATON ROUGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd070808
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C15EECE51E8A135EF4123A90A42CD1283F790257
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01CE28481BF160CC3732ABD8AE4931590D9EF09C4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.12.198.72
ReturnHeader/FilingSecurityInformation/IPDt02019-11-18
ReturnHeader/FilingSecurityInformation/IPTm014:23:41
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0352055043
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HUTH THOMPSON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 970
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAFAYETTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0479020970
ReturnHeader/PreparerPersonGrp/PhoneNum07654285000
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LINCOLN B PERKINS
ReturnHeader/ReturnTs02019-11-18T13:24:02-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-08-01
ReturnHeader/TaxPeriodEndDt02019-07-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,537,354
Liabilities
$0
Net assets
$10,537,354
Revenue
$652,100
Expenses
$562,469
Net income
$89,631
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$0.81$0.65$0.16
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.0$0.00$11.0$0.66$0.63$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.5$0.00$12.5$0.78$0.56$0.22
2020Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$0.34$0.56$0.22
2019Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$0.65$0.56$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.2$0.00$10.2$0.82$0.52$0.30
2016Detailed filing. Detailed filing data is available for this year.$9.33$0.00$9.33$0.48$0.51$0.03
2015Detailed filing. Detailed filing data is available for this year.$9.23$0.00$9.23$0.65$0.43$0.22
2014Detailed filing. Detailed filing data is available for this year.$9.19$0.00$9.19$0.98$0.43$0.55