Civic Intelligence

Thomas H Lowder Family Foundation

990PF • Fiscal year 2016 • EIN 63-1139498

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 06, 2017

2003 Cahaba Road No 202Mountain Brook, AL 35213

(404) 592-0180

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

12th percentile

0.00x

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Net Margin

8th percentile

-58%

Higher net margin than 8% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Asset Growth

49th percentile

1.5%

Faster asset growth than 49% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

4th percentile

-66%

Faster revenue growth than 4% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Assets

Up

$21,228,924

Up $307,005 (+1.5%) from 2015

Net Assets

Up

$21,228,924

Up $307,005 (+1.5%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$679,676

Down $1,315,081 (-66%) from 2015

Expenses

Up

$1,077,082

Up $163,229 (+18%) from 2015

Net Income

Down

-$397,406

Down $1,478,310 (-137%) from 2015

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2010: $19,037,367Liabilities 2010: $0Net Assets 2010: $19,037,3672010Assets 2011: $19,393,169Liabilities 2011: $02011Assets 2012: $21,370,005Liabilities 2012: $0Net Assets 2012: $21,370,0052012Assets 2013: $22,811,411Liabilities 2013: $02013Assets 2014: $22,149,263Liabilities 2014: $0Net Assets 2014: $22,149,2632014Assets 2015: $20,921,919Liabilities 2015: $0Net Assets 2015: $20,921,9192015Assets 2016: $21,228,924Liabilities 2016: $0Net Assets 2016: $21,228,9242016Assets 2017: $23,733,526Liabilities 2017: $0Net Assets 2017: $23,733,5262017Assets 2018: $21,742,581Liabilities 2018: $60Net Assets 2018: $21,742,5212018Assets 2019: $25,606,194Liabilities 2019: $0Net Assets 2019: $25,606,1942019Assets 2020: $28,045,936Liabilities 2020: $219Net Assets 2020: $28,045,7172020Assets 2021: $30,976,763Liabilities 2021: $0Net Assets 2021: $30,976,7632021Assets 2022: $24,708,657Liabilities 2022: $0Net Assets 2022: $24,708,6572022Assets 2023: $27,664,269Liabilities 2023: $10,000Net Assets 2023: $27,654,2692023Assets 2024: $29,380,206Liabilities 2024: $0Net Assets 2024: $29,380,2062024

Highlighted filing

2016

Assets$21,228,924
Liabilities$0
Net Assets$21,228,924

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $950,7122010Revenue 2011: $5,222,812Expenses 2011: $2,553,930Net Income 2011: $2,668,8822011Expenses 2012: $1,508,6952012Revenue 2013: $2,145,959Expenses 2013: $1,574,279Net Income 2013: $571,6802013Revenue 2014: $1,511,265Expenses 2014: $1,652,418Net Income 2014: -$141,1532014Revenue 2015: $1,994,757Expenses 2015: $913,853Net Income 2015: $1,080,9042015Revenue 2016: $679,676Expenses 2016: $1,077,082Net Income 2016: -$397,4062016Revenue 2017: $1,058,571Expenses 2017: $911,168Net Income 2017: $147,4032017Revenue 2018: $973,413Expenses 2018: $1,000,162Net Income 2018: -$26,7492018Revenue 2019: $1,240,045Expenses 2019: $1,099,349Net Income 2019: $140,6962019Revenue 2020: $1,503,148Expenses 2020: $1,279,707Net Income 2020: $223,4412020Revenue 2021: $5,087,474Expenses 2021: $1,511,970Net Income 2021: $3,575,5042021Revenue 2022: $944,801Expenses 2022: $1,500,506Net Income 2022: -$555,7052022Revenue 2023: $863,694Expenses 2023: $1,390,515Net Income 2023: -$526,8212023Revenue 2024: $1,405,190Expenses 2024: $1,558,638Net Income 2024: -$153,4482024

Highlighted filing

2016

Revenue$679,676
Expenses$1,077,082
Net Income-$397,406
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 6, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS H LOWDERPresident/Treasurer-$0--
SUSAN C LOWDERVice President/Secretary-$0--
HEATHER ANNE LOWDERVice President-$0--
RICHARD ALEXANDER CARRINGTON VVice President-$0--
Filing and Contact Details

Filer

Filer Name
Thomas H Lowder Family Foundation
EIN
63-1139498
Phone
4045920180
Address
2003 Cahaba Road No 202, Mountain Brook, AL 35213

Signing Officer

Name
Thomas H Lowder
Title
President
Phone
4045920180
Signed
2017-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Pathstone Family Office
Address
PO BOX 52047, ATLANTA, GA 30355
Preparer
Janet E Mertz
Phone
4045920180
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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/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16Annual Appeal
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt23FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt24FRANK ORGEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt25QUIET HERO PARTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt26SARAH ORGEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt27FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt28FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt29FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt30FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt31FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt32FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt33FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt34FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt35FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt36FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt37FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt38FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt39FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt40FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt41FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt42FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt43FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt44FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt45FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt46FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt47HEALTH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt48McIntire School of Commerce McIntire Annual Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt49FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt50FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Alabama Shakespeare Festival
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ALS Association Alabama Chapter
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ALS Association DCMDVA Chapter
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ALS Association Greater New York Chapter
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4ALS Association Greater New York Chapter
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Alzheimer's Drug Discovery Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6Alzheimer's Drug Discovery Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7ALZHEIMER'S OF CENTRAL ALABAMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8ALZHEIMER'S OF CENTRAL ALABAMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9Auburn University - Harbert College of Business
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10Auburn University - School of Nursing
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11Auburn University - Tigers Unlimited
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12Birmingham Humane Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13Birmingham Southern College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14Carmel Valley - Catholic Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15Carmel Valley - St Dunstan's Episcopal Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16CATHOLIC CHARITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17Charlotte Ballet - Dancing With The Stars Event
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18Chartwell School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19CHILDREN'S HOSPITAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20Covenant House Georgia

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$29.4$0.00$29.4$1.41$1.56$0.15
2023Detailed filing. Detailed filing data is available for this year.$27.7$0.01$27.7$0.86$1.39$0.53
2022Detailed filing. Detailed filing data is available for this year.$24.7$0.00$24.7$0.94$1.50$0.56
2021Detailed filing. Detailed filing data is available for this year.$31.0$0.00$31.0$5.09$1.51$3.58
2020Detailed filing. Detailed filing data is available for this year.$28.0$0.00$28.0$1.50$1.28$0.22
2019Detailed filing. Detailed filing data is available for this year.$25.6$0.00$25.6$1.24$1.10$0.14
2018Detailed filing. Detailed filing data is available for this year.$21.7$0.00$21.7$0.97$1.00$0.03
2017Detailed filing. Detailed filing data is available for this year.$23.7$0.00$23.7$1.06$0.91$0.15
2016Detailed filing. Detailed filing data is available for this year.$21.2$0.00$21.2$0.68$1.08$0.40
2015Detailed filing. Detailed filing data is available for this year.$20.9$0.00$20.9$1.99$0.91$1.08
2014Detailed filing. Detailed filing data is available for this year.$22.1$0.00$22.1$1.51$1.65$0.14
2013Summary only. Only limited summary data is available for this year.$22.8$0.00$2.15$1.57$0.57
2012Detailed filing. Detailed filing data is available for this year.$21.4$0.00$21.4$1.51
2011Summary only. Only limited summary data is available for this year.$19.4$0.00$5.22$2.55$2.67
2010Detailed filing. Detailed filing data is available for this year.$19.0$0.00$19.0$0.95