Civic Intelligence

Kalmbach Foundation Inc.

990PF • Fiscal year 2012 • EIN 72-1376267

Jan 01, 2012 to Dec 31, 2012 • Filed on May 02, 2013

C/O W C Kalmbachiii 333 Texas St No170071101
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

32nd percentile

-6.7%

Faster asset growth than 32% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$213,570

Down $15,440 (-6.7%) from 2011

Net Assets

Down

$213,570

Down $15,440 (-6.7%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$12,266

Down $1,078 (-8.1%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $245,468Liabilities 2010: $0Net Assets 2010: $245,4682010Assets 2011: $229,010Liabilities 2011: $0Net Assets 2011: $229,0102011Assets 2012: $213,570Liabilities 2012: $0Net Assets 2012: $213,5702012Assets 2013: $202,801Liabilities 2013: $0Net Assets 2013: $202,8012013Assets 2014: $192,246Liabilities 2014: $0Net Assets 2014: $192,2462014Assets 2015: $181,654Liabilities 2015: $0Net Assets 2015: $181,6542015Assets 2016: $173,748Liabilities 2016: $0Net Assets 2016: $173,7482016Assets 2017: $167,484Liabilities 2017: $0Net Assets 2017: $167,4842017Assets 2018: $163,022Liabilities 2018: $0Net Assets 2018: $163,0222018Assets 2019: $158,897Liabilities 2019: $0Net Assets 2019: $158,8972019Assets 2020: $152,901Liabilities 2020: $0Net Assets 2020: $152,9012020Assets 2021: $147,324Liabilities 2021: $0Net Assets 2021: $147,3242021Assets 2022: $139,882Liabilities 2022: $0Net Assets 2022: $139,8822022Assets 2023: $134,668Liabilities 2023: $0Net Assets 2023: $134,6682023Assets 2024: $130,433Liabilities 2024: $0Net Assets 2024: $130,4332024

Highlighted filing

2012

Assets$213,570
Liabilities$0
Net Assets$213,570

Operations Trend

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

$20K$10K$0-$10K-$20KExpenses 2010: $11,7482010Expenses 2011: $13,3442011Expenses 2012: $12,2662012Revenue 2013: $41Expenses 2013: $10,810Net Income 2013: -$10,7692013Revenue 2014: $20Expenses 2014: $10,575Net Income 2014: -$10,5552014Revenue 2015: $93Expenses 2015: $10,685Net Income 2015: -$10,5922015Revenue 2016: $2,119Expenses 2016: $10,025Net Income 2016: -$7,9062016Revenue 2017: $3,061Expenses 2017: $9,325Net Income 2017: -$6,2642017Revenue 2018: $4,149Expenses 2018: $8,611Net Income 2018: -$4,4622018Revenue 2019: $4,610Expenses 2019: $8,735Net Income 2019: -$4,1252019Revenue 2020: $3,613Expenses 2020: $9,609Net Income 2020: -$5,9962020Revenue 2021: $3,849Expenses 2021: $9,426Net Income 2021: -$5,5772021Revenue 2022: $4,291Expenses 2022: $11,733Net Income 2022: -$7,4422022Revenue 2023: $5,545Expenses 2023: $10,759Net Income 2023: -$5,2142023Revenue 2024: $5,638Expenses 2024: $9,873Net Income 2024: -$4,2352024

Highlighted filing

2012

Revenue-
Expenses$12,266
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 2, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM C KALMBACH JRDirector-$0--
WILLIAM C KALMBACH IIIDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFIRST PRESBYTERIAN CHURCHRELIGIOUSPUBLICSHREVEPORT, LA, US$5,000
Paid GrantTHE FULLER CENTER FOR HOUSINGCHARITABLEPUBLICSHREVEPORT, LA, US$4,000
Paid GrantFIRST PRESBYTERIAN CHURCH DAY SCHOOLEDUCATIONALPUBLICSHREVEPORT, LA, US$1,000
Paid GrantCOMMON GROUND COMMUNITY INCCHARITABLEPUBLICSHREVEPORT, LA, US$500
Paid GrantCHRISTUS SCHUMPERT FOUNDATIONMEDICALPUBLICSHREVEPORT, LA, US$250
Paid GrantHOLY ANGELS RESIDENTAIL FACILITYCHARITABLEPUBLICSHREVEPORT, LA, US$250
Filing and Contact Details

Filer

EIN
72-1376267
Raw XML AppendixShowing 400 of 444 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/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0DODGE & COX INCOME, 35.848 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1CHASE GROWTH, 37.679 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2ALLIANCEBERSTEIN INTL VALUE A, 52.145 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3ARTISON SMALL CAP VALUE, 60.448 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4DODGE & COX INCOME, 37.942 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5HIGHMARK GENEVA MID CAP GRW A, 14.115 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6CHASE GROWTH, 2,464.964 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7ALLIANCEBERSTEIN INTL VALUE A, 1,083.404 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8ARTISON SMALL CAP, 552.628 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9ARTISON SMALL CAP VALUE, 646.170 SHS
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11HARBOR INTL GRW, 2,012.615 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12HIGHMARK GENEVA MID CAP GRW A, 710.449 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset13NUVEEN NWQ MULTI-CAP VALUE A, 2,317.182 SHS
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0WILLIAM C KALMBACH JR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1WILLIAM C KALMBACH III
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11333 TEXAS STREET SUITE 1700
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IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03182277765
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10333 TEXAS STREET SUITE 1700
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0SHREVEPORT
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0LA
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IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
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IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
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IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
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IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount14000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount2500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount31000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount4250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount5250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0RELIGIOUS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3EDUCATIONAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4MEDICAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10FIRST PRESBYTERIAN CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11THE FULLER CENTER FOR HOUSING
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12COMMON GROUND COMMUNITY INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13FIRST PRESBYTERIAN CHURCH DAY SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14CHRISTUS SCHUMPERT FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15HOLY ANGELS RESIDENTAIL FACILITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10900 JORDAN STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine111512 CLAY STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12142 E 68TH STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13900 JORDAN STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14ONE SAINT MARY PLACE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1510450 ELLERBE ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0SHREVEPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1SHREVEPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2SHREVEPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3SHREVEPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4SHREVEPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5SHREVEPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0LA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1LA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2LA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3LA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4LA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5LA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode071101
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode171101
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode271106
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode371101
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode471101
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode571106
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear011000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear0751
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear1010395
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted010798
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions011146
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.06$0.10$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.06$0.11$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.04$0.12$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.04$0.09$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.04$0.10$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.05$0.09$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.04$0.09$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.03$0.09$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.02$0.10$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.00$0.11$0.11
2014Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.00$0.11$0.11
2013Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.00$0.11$0.11
2012Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.12
2011Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.13
2010Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.12