Civic Intelligence

Lorna a Welch Charitable Foundation

990PF • Fiscal year 2013 • EIN 38-3553903

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 30, 2014

Organization Profile
PO Box 390Saint Louis, MO 48433

(810) 659-9239

Siviq Scores

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

Liabilities / Assets

61st percentile

0.06x

Higher debt load relative to assets than 61% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

92nd percentile

1.21x

Higher debt load relative to revenue than 92% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Net Margin

98th percentile

98%

Higher net margin than 98% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Asset Growth

36th percentile

-1.5%

Faster asset growth than 36% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

81st percentile

45%

Faster revenue growth than 81% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$537,685

Down $8,343 (-1.5%) from 2012

Net Assets

Down

$504,685

Down $6,343 (-1.2%) from 2012

Liabilities

Down

$33,000

Down $2,000 (-5.7%) from 2012

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin98th percentile

Revenue

$27,275

No earlier filing loaded for comparison.

Expenses

Up

$618

Up $618 from 2012

Net Income

$26,657

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $567,669Liabilities 2011: $30,0002011Assets 2012: $546,028Liabilities 2012: $35,000Net Assets 2012: $511,0282012Assets 2013: $537,685Liabilities 2013: $33,000Net Assets 2013: $504,6852013Assets 2014: $546,621Liabilities 2014: $35,000Net Assets 2014: $511,6212014Assets 2015: $584,350Liabilities 2015: $35,000Net Assets 2015: $549,3502015Assets 2016: $612,863Liabilities 2016: $35,000Net Assets 2016: $577,8632016Assets 2017: $620,195Liabilities 2017: $35,000Net Assets 2017: $585,1952017Assets 2018: $637,354Liabilities 2018: $35,000Net Assets 2018: $602,3542018Assets 2019: $640,572Liabilities 2019: $36,000Net Assets 2019: $604,5722019Assets 2020: $631,170Liabilities 2020: $48,000Net Assets 2020: $583,1702020Assets 2021: $1,411,256Liabilities 2021: $12021Assets 2022: $2,123,302Liabilities 2022: $1Net Assets 2022: $2,123,3022022Assets 2023: $1,925,220Liabilities 2023: $12023

Highlighted filing

2013

Assets$537,685
Liabilities$33,000
Net Assets$504,685
Open 2013 Filing

Operations Trend

Revenue Growth81st percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $13,044Expenses 2011: $531Net Income 2011: $12,5132011Expenses 2012: $02012Revenue 2013: $27,275Expenses 2013: $618Net Income 2013: $26,6572013Revenue 2014: $43,499Expenses 2014: $1,563Net Income 2014: $41,9362014Revenue 2015: $39,415Expenses 2015: $1,686Net Income 2015: $37,7292015Revenue 2016: $29,778Expenses 2016: $1,265Net Income 2016: $28,5132016Revenue 2017: $43,411Expenses 2017: $1,079Net Income 2017: $42,3322017Revenue 2018: $52,715Expenses 2018: $556Net Income 2018: $52,1592018Revenue 2019: $38,763Expenses 2019: $545Net Income 2019: $38,2182019Revenue 2020: $27,420Expenses 2020: $822Net Income 2020: $26,5982020Revenue 2021: $1,714,340Expenses 2021: $57,208Net Income 2021: $1,657,1322021Revenue 2022: $725,362Expenses 2022: $72,026Net Income 2022: $653,3362022Revenue 2023: -$82,472Expenses 2023: $115,632Net Income 2023: -$198,1042023

Highlighted filing

2013

Revenue$27,275
Expenses$618
Net Income$26,657
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 30, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-President-$0--
Filing and Contact Details

Filer

EIN
38-3553903
Phone
8106599239

Signing Officer

Name
James Orr
Title
President
Phone
8106599239
Signed
2014-04-30

Preparer

Preparer
Donald G Liske
Phone
8106599239
Raw XML Appendix314 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/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCode048433
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4ALISSA N RISINGER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5SAMUEL BERRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6CARSON B SMITH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine105512 N ELMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine113444 DILLON RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine12443 LELAND ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine135073 PRESTONWOOD LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine14220 DUTCH MILL ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine153164 WOODVALLEY DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine163164 WOODVALLEY DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0FLUSHING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1FLUSHING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2FLUSHING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City3FLUSHING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City4FLUSHING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City5FLUSHING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City6FLUSHING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State3MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State4MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State5MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State6MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode048433
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode148433
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode248433
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode348433
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode448433
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode548433
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode648433
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt032748
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/AppliedToCurrentYearAmt031019
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt031019
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt07081
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04532
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02570
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01602
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0295
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0295
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt017514
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01729
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt07081
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04532
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02570
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01602
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt032748
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01729
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt017809
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt016080
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amount033000
OtherDecreasesSchedule/OtherDecreasesDetail/Description0SCHOLARSHIPS
TaxesSchedule/TaxesDetail/Amt0184
TaxesSchedule/TaxesDetail/Amt1159
TaxesSchedule/TaxesDetail/CategoryTxt0IRS
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES ORR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08106599239
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine10LORNA A WELCH CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LORN
ReturnHeader/Filer/EIN0383553903
ReturnHeader/Filer/PhoneNum08106599239
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 390
ReturnHeader/Filer/USAddress/City0FLUSHING
ReturnHeader/Filer/USAddress/State0MI
ReturnHeader/Filer/USAddress/ZIPCode048433
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10LISKE & MASSEY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10200 EAST MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0FLUSHING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode048433
ReturnHeader/PreparerPersonGrp/PhoneNum08106599239
ReturnHeader/PreparerPersonGrp/PreparationDt02014-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD G LISKE
ReturnHeader/ReturnTs02014-05-05T06:55:51-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$537,685
Liabilities
$33,000
Net assets
$504,685
Revenue
$27,275
Expenses
$618
Net income
$26,657
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.93$0.00$0.08$0.12$0.20
2022Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.73$0.07$0.65
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$0.00$1.71$0.06$1.66
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.05$0.58$0.03$0.00$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.64$0.04$0.60$0.04$0.00$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.64$0.04$0.60$0.05$0.00$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.62$0.04$0.59$0.04$0.00$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.04$0.58$0.03$0.00$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.58$0.04$0.55$0.04$0.00$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.55$0.04$0.51$0.04$0.00$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.54$0.03$0.50$0.03$0.00$0.03
2012Detailed filing. Detailed filing data is available for this year.$0.55$0.04$0.51$0.00
2011Summary only. Only limited summary data is available for this year.$0.57$0.03$0.01$0.00$0.01