Civic Intelligence

Donald Palmer Charitable Foundation

990PF • Fiscal year 2020 • EIN 72-1329780

Jan 01, 2020 to Dec 31, 2020 • Filed on Dec 16, 2021

Organization Profile
1319 Valence StreetNew Orleans, LA 70115

(504) 897-6848

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

75th percentile

24%

Higher net margin than 75% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

6th percentile

-16%

Faster asset growth than 6% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

7th percentile

-64%

Faster revenue growth than 7% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$3,582,545

Down $667,895 (-16%) from 2019

Net Assets

Down

$3,582,545

Down $667,895 (-16%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin75th percentile

Revenue

Down

$454,076

Down $810,351 (-64%) from 2019

Expenses

Up

$345,268

Up $109,920 (+47%) from 2019

Net Income

Down

$108,808

Down $920,271 (-89%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth6th 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

2020

Assets$3,582,545
Liabilities$0
Net Assets$3,582,545
Open 2020 Filing

Operations Trend

Revenue Growth7th 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

2020

Revenue$454,076
Expenses$345,268
Net Income$108,808
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Dec 16, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONALD PALMERPresident-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHOLY CROSS SCHOOLSUPPORT EDUCATIONAL PROGRAMS501(C)(3)NEW ORLEANS, LA, US$250,000
Paid GrantTHE BENSADON PHYSICIANS SOCIETYSUPPORT MEDICAL PROGRAMS501(C)(3)NEW ORLEANS, LA, US$50,000
Paid GrantLEUKEMIA AND LYMPHOMA SOCIETYSUPPORT RESEARCH PROGRAMS501(C)(3)METAIRIE, LA, US$15,000
Paid GrantST STEPHEN'S CHURCHSUPPORT RELIGIOUS PROGRAMS501(C)(3)NEW ORLEANS, LA, US$10,000
Filing and Contact Details

Filer

Filer Name
Donald Palmer Charitable Foundation
EIN
72-1329780
Phone
5048976848
Address
1319 VALENCE STREET, NEW ORLEANS, LA 70115

Signing Officer

Name
Donald Palmer
Title
President
Phone
5044826661
Signed
2021-12-16
Discuss with paid preparer
No

Preparer

Firm
Kushner Lagraize LLC
Address
3330 WEST ESPLANADE AVENUE STE 100, METAIRIE, LA 70002
Preparer
S David Kushner
Phone
5048389991
Raw XML Appendix333 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT MEDICAL PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT RELIGIOUS PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SUPPORT RESEARCH PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SUPPORT EDUCATIONAL PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE BENSADON PHYSICIANS SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ST STEPHEN'S CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2LEUKEMIA AND LYMPHOMA SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3HOLY CROSS SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01401 FOUCHER STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11025 NAPOLEAN AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23636 SOUTH I-10 SERVICE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt35500 PARIS AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW ORLEANS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW ORLEANS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2METAIRIE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NEW 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/ZIPCd070115
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd170115
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd270001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd370122
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0325000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0198372
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0198372
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt074074
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0124252
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt049002
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt049002
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0324954
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0126628
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt074074
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0124252
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0325000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0126628
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0373956
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0247328
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0330
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0330
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0776703
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt013378
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt013378
TaxesSchedule/TaxesDetail/Amt0131
TaxesSchedule/TaxesDetail/Amt14579
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1OTHER TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0131
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd00
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD PALMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05044826661
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DONALD PALMER CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DONA
ReturnHeader/Filer/EIN0721329780
ReturnHeader/Filer/PhoneNum05048976848
ReturnHeader/Filer/USAddress/AddressLine1Txt01319 VALENCE STREET
ReturnHeader/Filer/USAddress/CityNm0NEW ORLEANS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd070115
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721042866
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KUSHNER LAGRAIZE LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03330 WEST ESPLANADE AVENUE STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0METAIRIE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd070002
ReturnHeader/PreparerPersonGrp/PhoneNum05048389991
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0S DAVID KUSHNER
ReturnHeader/ReturnTs02021-12-16T16:57:25-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DONALD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PALMER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,582,545
Liabilities
$0
Net assets
$3,582,545
Revenue
$454,076
Expenses
$345,268
Net income
$108,808
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