Civic Intelligence

CLM Private Foundation

990PF • Fiscal year 2017 • EIN 72-1400790

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 27, 2018

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

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

95th percentile

66%

Higher net margin than 95% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

68th percentile

13%

Faster asset growth than 68% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

97th percentile

321%

Faster revenue growth than 97% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$307,813

Up $34,257 (+13%) from 2016

Net Assets

Up

$307,813

Up $34,257 (+13%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin95th percentile

Revenue

Up

$51,756

Up $39,453 (+321%) from 2016

Expenses

Down

$17,499

Down $6,575 (-27%) from 2016

Net Income

Up

$34,257

Up $46,028 (+391%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth68th 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

2017

Assets$307,813
Liabilities$0
Net Assets$307,813
Open 2017 Filing

Operations Trend

Revenue Growth97th 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

2017

Revenue$51,756
Expenses$17,499
Net Income$34,257
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 27, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th 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
2018-06-27
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 Appendix281 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0292194
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt013
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt08526
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt08526
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt011119
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt011106
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt011106
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt034257
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt056483
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt013
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt013
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt013
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-2593
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt010880
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt017260
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0239
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt011119
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22014-11-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt023976
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt018597
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt118597
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt215592
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc01500 NY CMNTY BANCORP
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2200 RAYMOND JAMES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-09-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-09-13
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-2593
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt034257
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0307813
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0273556
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0307813
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt015000
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt015000
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt015000
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt015218
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0218
IRS990PF/DistributableAmountGrp/TotalTaxAmt0218
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0218
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0218
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0218
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0218
IRS990PF/FMVAssetsEOYAmt0307813
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0263441
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0292194
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0292194
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0273556
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0307813
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0307813
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0307813
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0273556
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0273556
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0308987
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt010015
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0298972
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04635
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt015218
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0304352
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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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
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt025147
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt023705
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IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt017260
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt017260
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt017260
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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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
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0LA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd070816
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Charles R Morris
IRS990PF/StatementsRegardingActyGrp/PhoneNum02252932110
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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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/AppliedToCurrentYearAmt015000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt010023
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt010364
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04358
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt011250
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt06713
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt06713
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt038255
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02260
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt010023
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt010364
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04358
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt011250
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt017260
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02260
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt044968
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt042708
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Books
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1License & Permits
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Miscellaneous
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Missionary Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0677
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2750
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt315793
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt415
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0677
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt315793
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt415
TaxesSchedule/TaxesDetail/Amt0239
TaxesSchedule/TaxesDetail/CategoryTxt0Income
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0239
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Charles R Morris
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-27
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/PreparerFirmEIN0721348954
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/ReturnTs02018-06-27T15:24:01-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$307,813
Liabilities
$0
Net assets
$307,813
Revenue
$51,756
Expenses
$17,499
Net income
$34,257
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