Civic Intelligence

The Lloyd R Wallace Charitable Foundation

990PF • Fiscal year 2013 • EIN 41-2091015

Jan 01, 2013 to Dec 31, 2013 • Filed on May 16, 2014

217 Main Street64624

(816) 583-2185

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

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

2013 filings • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

23rd percentile

0.00x

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

2013 filings • $5M-$10M nonprofits • Source year 2013

Net Margin

20th percentile

-13%

Higher net margin than 20% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

32nd percentile

$800

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2013 filings • $5M-$10M nonprofits • Source year 2013

Asset Growth

35th percentile

-0.8%

Faster asset growth than 35% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

12th percentile

-25%

Faster revenue growth than 12% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Annualized from 2011 to 2013

Assets

Down

$5,028,630

Down $38,190 (-0.8%) from 2012

Net Assets

Down

$5,028,630

Down $38,190 (-0.8%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$253,272

No earlier filing loaded for comparison.

Expenses

Down

$287,132

Down $9,156 (-3.1%) from 2012

Net Income

-$33,860

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $4,815,643Liabilities 2010: $0Net Assets 2010: $4,815,6432010Assets 2011: $4,933,503Liabilities 2011: $12011Assets 2012: $5,066,820Liabilities 2012: $0Net Assets 2012: $5,066,8202012Assets 2013: $5,028,630Liabilities 2013: $0Net Assets 2013: $5,028,6302013Assets 2014: $5,104,105Liabilities 2014: $02014Assets 2015: $5,166,007Liabilities 2015: $02015Assets 2019: $5,195,296Liabilities 2019: $02019Assets 2022: $5,300,615Liabilities 2022: $0Net Assets 2022: $5,300,6152022Assets 2023: $5,362,653Liabilities 2023: $0Net Assets 2023: $5,362,6532023Assets 2024: $5,143,094Liabilities 2024: $0Net Assets 2024: $5,143,0942024

Highlighted filing

2013

Assets$5,028,630
Liabilities$0
Net Assets$5,028,630

Operations Trend

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

$600K$400K$200K$0-$200K-$400KExpenses 2010: $330,5182010Revenue 2011: $451,551Expenses 2011: $329,752Net Income 2011: $121,7992011Expenses 2012: $296,2882012Revenue 2013: $253,272Expenses 2013: $287,132Net Income 2013: -$33,8602013Revenue 2014: $382,032Expenses 2014: $306,375Net Income 2014: $75,6572014Revenue 2015: $372,340Expenses 2015: $310,438Net Income 2015: $61,9022015Revenue 2019: $403,658Expenses 2019: $306,139Net Income 2019: $97,5192019Revenue 2022: $430,389Expenses 2022: $509,815Net Income 2022: -$79,4262022Revenue 2023: $452,274Expenses 2023: $390,236Net Income 2023: $62,0382023Revenue 2024: $320,491Expenses 2024: $540,038Net Income 2024: -$219,5472024

Highlighted filing

2013

Revenue$253,272
Expenses$287,132
Net Income-$33,860
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 16, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brian D PrewittPresident-$800-$800
James C JarrettVice-Pres-$800-$800
Michael R BrownSecretary-$800-$800
David MooreDirector-$800-$800
Timothy L MurrayDirector-$800-$800
Filing and Contact Details

Filer

EIN
41-2091015
Phone
8165832185

Signing Officer

Name
Michael Brown
Title
Secretary
Signed
2014-05-16
Discuss with paid preparer
Yes

Preparer

Preparer
Harry Lockridge
Phone
6606466911
Raw XML AppendixShowing 400 of 941 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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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2Electrical building improvements
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3Building sign
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4Office Furnishings
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5Terraces and tile
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc6Terraces and tile
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc7Terraces and tile
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Brian D Prewitt
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1James C Jarrett
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Michael R Brown
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3David Moore
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Timothy L Murray
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt04633393
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt04665273
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt03895392
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0240594
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt0000.192258
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0238527
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0240594
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt02067
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0240594
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0true
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/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
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/IndividualWithBooksNm0Michael R Brown
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine108976 NE Patton Road
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0Hamilton
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0MO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode064644
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08165832185
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Fourteen contributions were made to various church organizations
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0Thirty seven schlorships were given to colleges for students to attend
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0Three schools were provided funds to promote their education activities
IRS990PF/SummaryOfDirectChrtblActyGrp/Description4Txt0Two organizations were provided funds for indigent care
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt089738
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt038500
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt032407
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses4Amt09100
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Applications are available upon request by applicants
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Michael R Brown
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08165832185
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine108976 NE Patton Road
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/City0Hamilton
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/State0MO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCode064644
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Scholarships are for Braymer C-4 high school graduates
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0No
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt04000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32467
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt51300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt65100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt71000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt82000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt93000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt106700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt112500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt121500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt137324
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt142000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt151000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt161000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt171000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt181000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt191500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt201500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt211000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt221000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt231000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt241000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt251000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt261000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt271000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt281000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt291000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt301000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt311000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt321000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt331000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt341000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt351500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt361000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt371000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt381000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt391500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt401000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt411000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt421500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt431500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt44500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt461000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt47500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt481000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt491000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt504755
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt512000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt522000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt534000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt541000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt55600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt56500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt573600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt586000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt591000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt601000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt611300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt622000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt632700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt643700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6523600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt669000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6715000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6810000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6910000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt7010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt7110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt7210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt732500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt743838
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt757607
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt761000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt775000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt785000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Stove and kitchen supplies
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Easter egg hunt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Smart board
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Sign
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4General grant
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Basketball goals
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Indigent
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7Restroom construction
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8General grant
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9General grant
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10Weight room
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11Kitchen remodel
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12Repair fair grounds

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