Civic Intelligence

Donald Palmer Charitable Foundation

990PF • Fiscal year 2019 • EIN 72-1329780

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 02, 2020

Organization Profile
1319 Valence StNew Orleans, LA 70115

(504) 897-6848

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

96th percentile

81%

Higher net margin than 96% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

88th percentile

32%

Faster asset growth than 88% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

89th percentile

63%

Faster revenue growth than 89% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$4,250,440

Up $1,029,080 (+32%) from 2018

Net Assets

Up

$4,250,440

Up $1,029,080 (+32%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin96th percentile

Revenue

Up

$1,264,427

Up $488,050 (+63%) from 2018

Expenses

Down

$235,348

Down $14,849 (-5.9%) from 2018

Net Income

Up

$1,029,079

Up $502,899 (+96%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$30M$20M$10M$0Assets 2011: $1,301,263Liabilities 2011: $02011Assets 2012: $1,956,666Liabilities 2012: $02012Assets 2013: $1,900,029Liabilities 2013: $02013Assets 2014: $1,832,690Liabilities 2014: $02014Assets 2015: $1,783,688Liabilities 2015: $02015Assets 2016: $2,777,627Liabilities 2016: $0Net Assets 2016: $2,777,6272016Assets 2017: $2,695,180Liabilities 2017: $0Net Assets 2017: $2,695,1802017Assets 2018: $3,221,360Liabilities 2018: $0Net Assets 2018: $3,221,3602018Assets 2019: $4,250,440Liabilities 2019: $0Net Assets 2019: $4,250,4402019Assets 2020: $3,582,545Liabilities 2020: $0Net Assets 2020: $3,582,5452020Assets 2021: $3,847,433Liabilities 2021: $0Net Assets 2021: $3,847,4332021Assets 2022: $4,993,201Liabilities 2022: $0Net Assets 2022: $4,993,2012022Assets 2023: $29,516,994Liabilities 2023: $0Net Assets 2023: $29,516,9942023Assets 2024: $29,527,454Liabilities 2024: $0Net Assets 2024: $29,527,4542024

Highlighted filing

2019

Assets$4,250,440
Liabilities$0
Net Assets$4,250,440
Open 2019 Filing

Operations Trend

Revenue Growth89th percentile

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

$30M$20M$10M$0-$10MRevenue 2011: $662,592Expenses 2011: $79,113Net Income 2011: $583,4792011Revenue 2012: $767,726Expenses 2012: $112,323Net Income 2012: $655,4032012Revenue 2013: $80,885Expenses 2013: $137,522Net Income 2013: -$56,6372013Revenue 2014: $113,987Expenses 2014: $181,327Net Income 2014: -$67,3402014Revenue 2015: $91,461Expenses 2015: $140,381Net Income 2015: -$48,9202015Revenue 2016: $1,108,764Expenses 2016: $114,825Net Income 2016: $993,9392016Revenue 2017: $219,320Expenses 2017: $301,767Net Income 2017: -$82,4472017Revenue 2018: $776,377Expenses 2018: $250,197Net Income 2018: $526,1802018Revenue 2019: $1,264,427Expenses 2019: $235,348Net Income 2019: $1,029,0792019Revenue 2020: $454,076Expenses 2020: $345,268Net Income 2020: $108,8082020Revenue 2021: $307,574Expenses 2021: $42,686Net Income 2021: $264,8882021Revenue 2022: $1,235,396Expenses 2022: $89,628Net Income 2022: $1,145,7682022Revenue 2023: $24,994,058Expenses 2023: $470,265Net Income 2023: $24,523,7932023Revenue 2024: $2,137,055Expenses 2024: $2,126,595Net Income 2024: $10,4602024

Highlighted filing

2019

Revenue$1,264,427
Expenses$235,348
Net Income$1,029,079
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 2, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Donald PalmerPresident-$0--
Filing and Contact Details

Filer

Filer Name
Donald Palmer Charitable Foundation
EIN
72-1329780
Phone
5048976848
Address
1319 Valence St, New Orleans, LA 70115

Signing Officer

Name
Donald Palmer
Title
President
Signed
2020-07-02
Discuss with paid preparer
Yes

Preparer

Firm
DeMonte & Falgoust CPAs LLC
Address
3828 Canal Street, New Orleans, LA 70119
Preparer
John R Falgoust Jrcpa
Phone
5044826661
Raw XML Appendix330 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/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Donald Palmer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt410000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0RELIGIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2RELIGIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4civic
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HOLY CROSS SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0CATHOLIC CHARITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1LEUKEMIA LYMPHOMA SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2ST STEPHEN'S CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3New Orleans Recreation and Dev
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0GRANT RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1GRANT RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2GRANT RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3GRANT RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4GRANT RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01000 HOWARD AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13636 SOUTH I-10 SERVICE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21025 NAPOLEON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt35500 PARIS AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt45420 Franklin Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW ORLEANS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1METAIRIE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW ORLEANS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NEW ORLEANS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4New Orleans
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd070113
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd170001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd270115
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd370122
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd470122
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0190000
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/AppliedToCurrentYearAmt0190000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0193305
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt03305
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt074074
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0124252
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt049002
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt056613
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt03305
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt053308
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0247328
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt074074
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0124252
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt049002
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0190000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0300636
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0303941
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0495
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0495
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt011303
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0brokerage
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt011303
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0DONALD PALMER
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt01319 VALENCE ST
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0NEW ORLEANS
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0LA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd070115
TaxesSchedule/TaxesDetail/Amt032450
TaxesSchedule/TaxesDetail/CategoryTxt0IRS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt032450
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Donald Palmer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Donald Palmer Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0DONA
ReturnHeader/Filer/EIN0721329780
ReturnHeader/Filer/PhoneNum05048976848
ReturnHeader/Filer/USAddress/AddressLine1Txt01319 Valence St
ReturnHeader/Filer/USAddress/CityNm0New Orleans
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd070115
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721430222
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DeMonte & Falgoust CPAs LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03828 Canal Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New Orleans
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd070119
ReturnHeader/PreparerPersonGrp/PhoneNum05044826661
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN R FALGOUST JRCPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-07-02T19:21:07-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,250,440
Liabilities
$0
Net assets
$4,250,440
Revenue
$1,264,427
Expenses
$235,348
Net income
$1,029,079
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$29.5$0.00$29.5$2.14$2.13$0.01
2023Detailed filing. Detailed filing data is available for this year.$29.5$0.00$29.5$25.0$0.47$24.5
2022Detailed filing. Detailed filing data is available for this year.$4.99$0.00$4.99$1.24$0.09$1.15
2021Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.31$0.04$0.26
2020Detailed filing. Detailed filing data is available for this year.$3.58$0.00$3.58$0.45$0.35$0.11
2019Detailed filing. Detailed filing data is available for this year.$4.25$0.00$4.25$1.26$0.24$1.03
2018Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.78$0.25$0.53
2017Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.22$0.30$0.08
2016Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$1.11$0.11$0.99
2015Summary only. Only limited summary data is available for this year.$1.78$0.00$0.09$0.14$0.05
2014Summary only. Only limited summary data is available for this year.$1.83$0.00$0.11$0.18$0.07
2013Summary only. Only limited summary data is available for this year.$1.90$0.00$0.08$0.14$0.06
2012Summary only. Only limited summary data is available for this year.$1.96$0.00$0.77$0.11$0.66
2011Summary only. Only limited summary data is available for this year.$1.30$0.00$0.66$0.08$0.58