Civic Intelligence

CLM Private Foundation

990PF • Fiscal year 2014 • EIN 72-1400790

Jan 01, 2014 to Dec 31, 2014 • Filed on Mar 30, 2015

Organization Profile
5422 Superior DriveBaton Rouge, LA 70816

(225) 293-2110

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.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

96th percentile

77%

Higher net margin than 96% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

78th percentile

23%

Faster asset growth than 78% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

95th percentile

155%

Faster revenue growth than 95% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$291,819

Up $55,184 (+23%) from 2013

Net Assets

Up

$291,819

Up $55,184 (+23%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin96th percentile

Revenue

Up

$71,301

Up $43,287 (+155%) from 2013

Expenses

Down

$16,117

Down $5,757 (-26%) from 2013

Net Income

Up

$55,184

Up $49,044 (+799%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $239,209Liabilities 2011: $02011Assets 2012: $230,495Liabilities 2012: $0Net Assets 2012: $230,4952012Assets 2013: $236,635Liabilities 2013: $0Net Assets 2013: $236,6352013Assets 2014: $291,819Liabilities 2014: $0Net Assets 2014: $291,8192014Assets 2015: $285,327Liabilities 2015: $0Net Assets 2015: $285,3272015Assets 2016: $273,556Liabilities 2016: $0Net Assets 2016: $273,5562016Assets 2017: $307,813Liabilities 2017: $0Net Assets 2017: $307,8132017Assets 2018: $989,969Liabilities 2018: $0Net Assets 2018: $989,9692018Assets 2019: $1,096,774Liabilities 2019: $0Net Assets 2019: $1,096,7742019Assets 2020: $1,149,993Liabilities 2020: $0Net Assets 2020: $1,149,9932020Assets 2021: $1,301,541Liabilities 2021: $0Net Assets 2021: $1,301,5412021Assets 2022: $1,141,157Liabilities 2022: $0Net Assets 2022: $1,141,1572022Assets 2023: $1,184,785Liabilities 2023: $0Net Assets 2023: $1,184,7852023Assets 2024: $1,059,885Liabilities 2024: $0Net Assets 2024: $1,059,8852024

Highlighted filing

2014

Assets$291,819
Liabilities$0
Net Assets$291,819
Open 2014 Filing

Operations Trend

Revenue Growth95th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $42,554Expenses 2011: $37,116Net Income 2011: $5,4382011Expenses 2012: $18,0672012Revenue 2013: $28,014Expenses 2013: $21,874Net Income 2013: $6,1402013Revenue 2014: $71,301Expenses 2014: $16,117Net Income 2014: $55,1842014Revenue 2015: $18,690Expenses 2015: $25,182Net Income 2015: -$6,4922015Revenue 2016: $12,303Expenses 2016: $24,074Net Income 2016: -$11,7712016Revenue 2017: $51,756Expenses 2017: $17,499Net Income 2017: $34,2572017Revenue 2018: $770,332Expenses 2018: $56,131Net Income 2018: $714,2012018Revenue 2019: $53,937Expenses 2019: $60,882Net Income 2019: -$6,9452019Revenue 2020: $41,976Expenses 2020: $51,323Net Income 2020: -$9,3472020Revenue 2021: $85,103Expenses 2021: $51,475Net Income 2021: $33,6282021Revenue 2022: $138,277Expenses 2022: $86,076Net Income 2022: $52,2012022Revenue 2023: $85,518Expenses 2023: $77,861Net Income 2023: $7,6572023Revenue 2024: $107,821Expenses 2024: $147,144Net Income 2024: -$39,3232024

Highlighted filing

2014

Revenue$71,301
Expenses$16,117
Net Income$55,184
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Mar 30, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Charles R MorrisPresident-$0--
Leah C MorrisSec-Treas-$0--
Filing and Contact Details

Filer

Filer Name
CLM Private Foundation
EIN
72-1400790
Phone
2252932110
Address
5422 Superior Drive, Baton Rouge, LA 70816

Signing Officer

Name
Charles R Morris
Title
President
Signed
2015-03-30
Discuss with paid preparer
Yes

Preparer

Firm
Apple Guerin Company LLC
Address
6421 Perkins Rd Bldg A Suite 1B, Baton Rouge, LA 70808-4263
Preparer
Jayne G Apple
Phone
2257671020
Raw XML Appendix247 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.

Path#Value
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0273171
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0273171
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt011601
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt039592
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt051193
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt051193
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt011601
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt039592
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt020108
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt011601
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt011601
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt011601
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt055184
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt081973
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt039592
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt050636
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt015560
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt015560
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0557
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0557
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt011601
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt015560
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0557
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt016117
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt051193
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt071301
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt015560
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0557
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt016117
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt05048
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt039592
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt055184
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0291819
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0236635
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0291819
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt011202
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt011202
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt011202
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt012215
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01013
IRS990PF/DistributableAmountGrp/TotalTaxAmt01013
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01013
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01013
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01013
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01013
IRS990PF/FMVAssetsEOYAmt0291819
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0214889
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0273171
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0273171
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0236635
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0291819
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt021746
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt018648
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt018648
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0236635
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0291819
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0291819
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0236635
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0291819
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0236635
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0291819
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0248022
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt013715
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0234307
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03720
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt012215
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0244302
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0248022
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Charles R Morris
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Leah C Morris
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Sec-Treas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt09616 Hwy 68
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt19616 Hwy 68
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Jackson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Jackson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0LA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1LA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd070748
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd170748
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt027722
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt028228
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt021689
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt017971
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt036952
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt024924
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt018649
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.11348
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.09862
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.07852
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.17049
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.12513
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.09461
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0506
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0244302
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0219923
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0228864
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0216742
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0199185
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0197110
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt015560
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.56737
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt015560
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt015560
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt015560
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05422 Superior Dr Ste D
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Baton Rouge
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0LA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd070816
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Charles R Morris
IRS990PF/StatementsRegardingActyGrp/PhoneNum02252932110
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Send a letter to Charles Morris requesting specific amount of funds for a particular purpose.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Charles R Morris
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt05422 Superior Dr Ste D
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Baton Rouge
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0LA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd070816
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0December 31
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Charles R Morris
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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/AppliedToCurrentYearAmt011202
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011202
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt011250
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06713
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt026307
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt015087
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt08908
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt08908
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt063715
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04358
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt011250
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06713
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt026307
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt015087
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015560
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04358
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt072623
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt068265
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Books
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Miscellaneous
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Missionary Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt03071
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1937
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt211552
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03071
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1937
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt211552
TaxesSchedule/TaxesDetail/Amt0557
TaxesSchedule/TaxesDetail/CategoryTxt0Income
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0557
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Charles R Morris
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CLM Private Foundation
ReturnHeader/Filer/BusinessNameControlTxt0CLMP
ReturnHeader/Filer/EIN0721400790
ReturnHeader/Filer/PhoneNum02252932110
ReturnHeader/Filer/USAddress/AddressLine1Txt05422 Superior Drive
ReturnHeader/Filer/USAddress/CityNm0Baton Rouge
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd070816
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Apple Guerin Company LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06421 Perkins Rd Bldg A Suite 1B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Baton Rouge
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0708084263
ReturnHeader/PreparerPersonGrp/PhoneNum02257671020
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAYNE G APPLE
ReturnHeader/ReturnTs02015-03-30T13:05:37-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$291,819
Liabilities
$0
Net assets
$291,819
Revenue
$71,301
Expenses
$16,117
Net income
$55,184
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.11$0.15$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.09$0.08$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.14$0.09$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.09$0.05$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.04$0.05$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.05$0.06$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.77$0.06$0.71
2017Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.05$0.02$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.01$0.02$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.02$0.03$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.07$0.02$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.03$0.02$0.01
2012Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.02
2011Summary only. Only limited summary data is available for this year.$0.24$0.00$0.04$0.04$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • <$500k nonprofits