Civic Intelligence

Thomas H Lowder Family Foundation

990PF • Fiscal year 2018 • EIN 63-1139498

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 01, 2019

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

Higher debt load relative to assets than 13% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

13th percentile

0.00x

Higher debt load relative to revenue than 13% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Net Margin

27th percentile

-2.7%

Higher net margin than 27% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Asset Growth

12th percentile

-8.4%

Faster asset growth than 12% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

21st percentile

-8.0%

Faster revenue growth than 21% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Assets

Down

$21,742,581

Down $1,990,945 (-8.4%) from 2017

Net Assets

Down

$21,742,521

Down $1,991,005 (-8.4%) from 2017

Liabilities

Up

$60

Up $60 from 2017

Revenue

Down

$973,413

Down $85,158 (-8.0%) from 2017

Expenses

Up

$1,000,162

Up $88,994 (+9.8%) from 2017

Net Income

Down

-$26,749

Down $174,152 (-118%) from 2017

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

2018

Assets$21,742,581
Liabilities$60
Net Assets$21,742,521

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

2018

Revenue$973,413
Expenses$1,000,162
Net Income-$26,749
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 1, 2019
Return Version
2018v3.1
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
2019-10-01
Discuss with paid preparer
Yes

Preparer

Firm
Pathstone Family Office
Address
PO BOX 52047, ATLANTA, GA 30355
Preparer
Joe Dixon
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/GrantOrContributionPurposeTxt8FUND GENERAL PROGRAM EXPENDITURES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13ANNUAL APPEAL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18FRANK ORGEL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt25FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt26FUND GENERAL PROGRAM EXPENDITURES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt31FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt32FUND GENERAL PROGRAM EXPENDITURES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt37FUND GENERAL PROGRAM EXPENDITURES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt39FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt40HEALTH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt41MCINTIRE SCHOOL OF COMMERCE MCINTIRE ANNUAL FUND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt43FUND GENERAL PROGRAM EXPENDITURES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt49FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt50FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt51FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt52FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt53FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt54FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt55FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt56FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt57FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt58FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt59FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt60FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt61FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt62FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt63FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt64FUND GENERAL PROGRAM EXPENDITURES

Document Assets

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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