Civic Intelligence

Lorna a Welch Charitable Foundation

990PF • Fiscal year 2020 • EIN 38-3553903

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 15, 2021

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

65th percentile

0.08x

Higher debt load relative to assets than 65% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

94th percentile

1.75x

Higher debt load relative to revenue than 94% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

98th percentile

97%

Higher net margin than 98% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

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.

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

33rd percentile

-1.5%

Faster asset growth than 33% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

22nd percentile

-29%

Faster revenue growth than 22% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets65th percentile

Assets

Down

$631,170

Down $9,402 (-1.5%) from 2019

Net Assets

Down

$583,170

Down $21,402 (-3.5%) from 2019

Liabilities

Up

$48,000

Up $12,000 (+33%) from 2019

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin98th percentile

Revenue

Down

$27,420

Down $11,343 (-29%) from 2019

Expenses

Up

$822

Up $277 (+51%) from 2019

Net Income

Down

$26,598

Down $11,620 (-30%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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

2020

Assets$631,170
Liabilities$48,000
Net Assets$583,170
Open 2020 Filing

Operations Trend

Revenue Growth22nd 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

2020

Revenue$27,420
Expenses$822
Net Income$26,598
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 15, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay55th 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
2021-04-15

Preparer

Firm
Liske Massey & Bueche Pc
Address
200 E MAIN ST, FLUSHING, MI 48433
Preparer
Donald G Liske
Phone
8106599239
Raw XML Appendix277 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/TotalGrantOrContriPdDurYrAmt048000
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/AppliedToCurrentYearAmt039750
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt039750
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01724
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01056
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01441
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01441
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt011030
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt08250
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01724
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01056
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt048000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt08250
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt012471
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04221
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt048000
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0SCHOLARSHIPS
TaxesSchedule/TaxesDetail/Amt0382
TaxesSchedule/TaxesDetail/Amt160
TaxesSchedule/TaxesDetail/CategoryTxt0IRS
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0382
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt160
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES R ORR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08106599239
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-15
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/PreparerFirmGrp/PreparerFirmEIN0383209238
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LISKE MASSEY & BUECHE PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 E MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FLUSHING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048433
ReturnHeader/PreparerPersonGrp/PhoneNum08106599239
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD G LISKE
ReturnHeader/ReturnTs02021-08-24T08:28:24-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ORR
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$631,170
Liabilities
$48,000
Net assets
$583,170
Revenue
$27,420
Expenses
$822
Net income
$26,598
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
2020Detailed filing. Detailed filing data is available for this year.$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
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
Peer Organizations

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