Civic Intelligence

Lorna a Welch Charitable Foundation

990PF • Fiscal year 2016 • EIN 38-3553903

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 13, 2017

Organization Profile
PO Box 390Flushing, MI 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.

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

92nd percentile

1.18x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

98th percentile

96%

Higher net margin than 98% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

63rd percentile

4.9%

Faster asset growth than 63% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

17th percentile

-24%

Faster revenue growth than 17% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$612,863

Up $28,513 (+4.9%) from 2015

Net Assets

Up

$577,863

Up $28,513 (+5.2%) from 2015

Liabilities

Flat

$35,000

Flat from 2015

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin98th percentile

Revenue

Down

$29,778

Down $9,637 (-24%) from 2015

Expenses

Down

$1,265

Down $421 (-25%) from 2015

Net Income

Down

$28,513

Down $9,216 (-24%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2016

Assets$612,863
Liabilities$35,000
Net Assets$577,863
Open 2016 Filing

Operations Trend

Revenue Growth17th 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

2016

Revenue$29,778
Expenses$1,265
Net Income$28,513
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 13, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES R ORRPresident-$0--
Filing and Contact Details

Filer

Filer Name
Lorna a Welch Charitable Foundation
EIN
38-3553903
Phone
8106599239
Address
PO BOX 390, FLUSHING, MI 48433

Signing Officer

Name
James R Orr
Title
President
Phone
8106599239
Signed
2017-06-13

Preparer

Firm
Liske Massey & Bueche LLC
Address
200 EAST MAIN STREET, FLUSHING, MI 48433
Preparer
Donald G Liske
Phone
8106599239
Raw XML Appendix296 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/MethodOfAccountingAccrualInd0X
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt01) MUST HAVE A 3.7 GRADE POINT AVERAGE 2) MUST BE A FLUSHING HIGH SCHOOL STUDENT 3) MUST PARTICIPATE IN EXTRA CURRICULAR ACTIVITIES 4) MUST PERFORM COMMUNITY SERVICE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0JIM.WOOD @EDWARDJONES.COM
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4FLUSHING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5FLUSHING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6FLUSHING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd048433
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd148430
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd248433
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd348433
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd448433
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd548433
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd648433
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt035000
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/AppliedToCurrentYearAmt033944
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt033944
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01648
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01049
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01729
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt07081
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04532
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt04532
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt012563
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01056
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01648
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01049
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01729
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt07081
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt035000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01056
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt017095
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt016039
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
TaxesSchedule/TaxesDetail/Amt0900
TaxesSchedule/TaxesDetail/CategoryTxt0IRS
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0900
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES R ORR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08106599239
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LORNA A WELCH CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LORN
ReturnHeader/Filer/EIN0383553903
ReturnHeader/Filer/PhoneNum08106599239
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 390
ReturnHeader/Filer/USAddress/CityNm0FLUSHING
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048433
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04FDAFA82CA65B067701A05E4CF6EEC6CAFC786E7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04FDAFA82CA65B067701A05E4CF6EEC6CAFC786E7
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0813806629
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LISKE MASSEY & BUECHE LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 EAST MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FLUSHING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048433
ReturnHeader/PreparerPersonGrp/PhoneNum08106599239
ReturnHeader/PreparerPersonGrp/PreparationDt02017-06-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD G LISKE
ReturnHeader/ReturnTs02017-08-08T15:21:28-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$612,863
Liabilities
$35,000
Net assets
$577,863
Revenue
$29,778
Expenses
$1,265
Net income
$28,513
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
2016Detailed filing. Detailed filing data is available for this year.$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
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$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