Civic Intelligence

The J K Lowder Family Foundation

EIN 63-1139499 • Montgomery, AL

5251 Hampstead High Street 205Montgomery, AL 36116
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

5th percentile

-79%

Higher net margin than 5% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

31st percentile

$63,633

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 9.7% of source-year revenue.

$10M-$25M nonprofits • Source year 2024

Asset Growth

47th percentile

3.3%

Faster asset growth than 47% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

34th percentile

1.0%

Faster revenue growth than 34% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$17,708,152

Up $562,638 (+3.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$17,708,152

Up $562,638 (+3.3%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin5th percentile

Revenue

Up

$653,769

Up $6,379 (+1.0%) from 2023

Expenses

Up

$1,169,715

Up $327,304 (+39%) from 2023

Net Income

Down

-$515,946

Down $320,925 (-165%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2011: $16,466,123Liabilities 2011: $02011Assets 2012: $17,177,332Liabilities 2012: $0Net Assets 2012: $17,177,3322012Assets 2013: $18,219,076Liabilities 2013: $02013Assets 2014: $17,541,941Liabilities 2014: $0Net Assets 2014: $17,541,9412014Assets 2015: $16,070,920Liabilities 2015: $0Net Assets 2015: $16,070,9202015Assets 2016: $16,464,928Liabilities 2016: $0Net Assets 2016: $16,464,9282016Assets 2017: $17,349,269Liabilities 2017: $0Net Assets 2017: $17,349,2692017Assets 2018: $14,519,348Liabilities 2018: $0Net Assets 2018: $14,519,3482018Assets 2019: $16,731,863Liabilities 2019: $0Net Assets 2019: $16,731,8632019Assets 2020: $17,742,111Liabilities 2020: $0Net Assets 2020: $17,742,1112020Assets 2021: $19,002,680Liabilities 2021: $13Net Assets 2021: $19,002,6672021Assets 2022: $15,690,158Liabilities 2022: $1Net Assets 2022: $15,690,1572022Assets 2023: $17,145,514Liabilities 2023: $0Net Assets 2023: $17,145,5142023Assets 2024: $17,708,152Liabilities 2024: $0Net Assets 2024: $17,708,1522024

Highlighted filing

2024

Assets$17,708,152
Liabilities$0
Net Assets$17,708,152
Open 2024 Filing

Operations Trend

Revenue Growth34th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0MRevenue 2011: $364,639Expenses 2011: $813,078Net Income 2011: -$448,4392011Expenses 2012: $985,9172012Revenue 2013: $1,576,378Expenses 2013: $1,064,431Net Income 2013: $511,9472013Revenue 2014: $1,111,707Expenses 2014: $1,139,303Net Income 2014: -$27,5962014Revenue 2015: $593,405Expenses 2015: $1,026,100Net Income 2015: -$432,6952015Revenue 2016: $767,290Expenses 2016: $1,004,855Net Income 2016: -$237,5652016Revenue 2017: $1,170,179Expenses 2017: $1,063,797Net Income 2017: $106,3822017Revenue 2018: $888,084Expenses 2018: $983,941Net Income 2018: -$95,8572018Revenue 2019: $518,851Expenses 2019: $1,000,622Net Income 2019: -$481,7712019Revenue 2020: $907,232Expenses 2020: $885,204Net Income 2020: $22,0282020Revenue 2021: $1,796,225Expenses 2021: $840,056Net Income 2021: $956,1692021Revenue 2022: $57,695Expenses 2022: $931,617Net Income 2022: -$873,9222022Revenue 2023: $647,390Expenses 2023: $842,411Net Income 2023: -$195,0212023Revenue 2024: $653,769Expenses 2024: $1,169,715Net Income 2024: -$515,9462024

Highlighted filing

2024

Revenue$653,769
Expenses$1,169,715
Net Income-$515,946
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,708,152
Liabilities
$0
Net assets
$17,708,152
Revenue
$653,769
Expenses
$1,169,715
Net income
-$515,946
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$17.7$0.00$17.7$0.65$1.17$0.52
2023Detailed filing. Detailed filing data is available for this year.$17.1$0.00$17.1$0.65$0.84$0.20
2022Detailed filing. Detailed filing data is available for this year.$15.7$0.00$15.7$0.06$0.93$0.87
2021Detailed filing. Detailed filing data is available for this year.$19.0$0.00$19.0$1.80$0.84$0.96
2020Detailed filing. Detailed filing data is available for this year.$17.7$0.00$17.7$0.91$0.89$0.02
2019Detailed filing. Detailed filing data is available for this year.$16.7$0.00$16.7$0.52$1.00$0.48
2018Detailed filing. Detailed filing data is available for this year.$14.5$0.00$14.5$0.89$0.98$0.10
2017Detailed filing. Detailed filing data is available for this year.$17.3$0.00$17.3$1.17$1.06$0.11
2016Detailed filing. Detailed filing data is available for this year.$16.5$0.00$16.5$0.77$1.00$0.24
2015Detailed filing. Detailed filing data is available for this year.$16.1$0.00$16.1$0.59$1.03$0.43
2014Detailed filing. Detailed filing data is available for this year.$17.5$0.00$17.5$1.11$1.14$0.03
2013Summary only. Only limited summary data is available for this year.$18.2$0.00$1.58$1.06$0.51
2012Detailed filing. Detailed filing data is available for this year.$17.2$0.00$17.2$0.99
2011Summary only. Only limited summary data is available for this year.$16.5$0.00$0.36$0.81$0.45
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 27, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EMILY L WOOTTENExecutive DirectorPT$60,000$3,633$63,633
JAMES K LOWDERPresident-$0--
MARGARET B LOWDERVice President-$0--
JOSHUA K LOWDERDirector-$0--
ANNA C LOWDERDirector-$0--
Filing and Contact Details

Filer

Filer Name
The J K Lowder Family Foundation
EIN
63-1139499
Phone
3342706520
Address
5251 HAMPSTEAD HIGH STREET 205, MONTGOMERY, AL 36116

Signing Officer

Name
James K Lowder
Title
President
Phone
3342706520
Signed
2025-10-27
Discuss with paid preparer
Yes

Preparer

Firm
Pathstone Family Office
Address
PO BOX 52047, ATLANTA, GA 30355
Preparer
Joe H Dixon Iii
Phone
4045920180
Raw XML AppendixShowing 400 of 843 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES K LOWDER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARGARET B LOWDER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JOSHUA K LOWDER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2EXECUTIVE DIRECTOR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0COMMUNITY SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1COMMUNITY SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2COMMUNITY SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3DANCE EDUCATION OUTREACH PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4FUNDING FOR GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5SUPPORT FOR PERFORMING ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6SUPPORT FOR PERFORMING ARTS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15CAPITAL CAMPAIGN CONTRIBUTION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt37FUNDING FOR GENERAL PROGRAM EXPENDITURES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt39FUNDING FOR GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt40GIFT TO MSO AND THE YOUTH ORCHESTRA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt41COMMUNITY SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt42COMMUNITY SUPPORT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt48COMMUNITY SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt49SUPPORT FOR PERFORMING ARTS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt51COMMUNITY SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0A EDUCATION PARTNERSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1AL 4-H CLUB FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ALABAMA COASTAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ALABAMA DANCE THEATRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4ALABAMA INSTITUTE FOR EDUCATION IN THE ARTS (AIEA)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5ALABAMA SHAKESPEARE FESTIVAL - GALA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6ALABAMA SHAKESPEARE FESTIVAL (BOARD COMPAIGN)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7AMERICAN RED CROSS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8AUBURN COLLEGE OF BUSINESS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9AUBURN UNIVERSITY TIGERS UNLIMITED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10BOY SCOUTS OF AMERICA-TUKABATCHEE AREA COUNCILS CLAY SHOOT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11CAPRI COMMUNITY FILM SOCIETY INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12CENTRAL ALABMA CRIME STOPPERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13CHILD PROTECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14CLEFWORKS INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15CLOVERDALE PLAYHOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16COMMON GROUND MONTGOMERY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17DRUIDS CHARITY CLUB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18FAMILY GUIDANCE CENTER OF ALABAMA INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19FAMILY SUNSHINE CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20FELLOWSHIP OF CHRISTIAN ATHLETES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt21FITZGERALD MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt22FRAZIER MEMORIAL UMC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt23GIRLS ON THE RUN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt24HAMPSTEAD INSTITUTE - TASTE & TOUR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt25HOSPICE OF MONTGOMERY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt26HUMANE SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt27JACKSON HOSPITAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt28JOY TO LIFE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt29LANDMARKS FOUNDATION OF MONTGOMERY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt30LIBERTY LEARNING FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt31MACMOAA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt32MISSION TO NORTH AMERICA

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