Civic Intelligence

CLM Private Foundation

990PF • Fiscal year 2024 • EIN 72-1400790

Jan 01, 2024 to Dec 31, 2024 • Filed on Mar 25, 2025

5422 Superior Drive Ste DBaton Rouge, LA 70816

(225) 293-2110

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

12th percentile

-36%

Higher net margin than 12% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

12th percentile

-11%

Faster asset growth than 12% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

68th percentile

26%

Faster revenue growth than 68% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$1,059,885

Down $124,900 (-11%) from 2023

Net Assets

Down

$1,059,885

Down $124,900 (-11%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$107,821

Up $22,303 (+26%) from 2023

Expenses

Up

$147,144

Up $69,283 (+89%) from 2023

Net Income

Down

-$39,323

Down $46,980 (-614%) from 2023

Historical Trend

Balance Sheet Trend

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

2024

Assets$1,059,885
Liabilities$0
Net Assets$1,059,885

Operations Trend

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

2024

Revenue$107,821
Expenses$147,144
Net Income-$39,323
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 25, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

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

Filer

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

Signing Officer

Name
Charles R Morris
Title
President
Signed
2025-03-25
Discuss with paid preparer
Yes

Preparer

Firm
Apple Guerin Company LLC
Address
6421 Perkins Rd Bldg A Suite 1B, Baton Rouge, LA 70808
Preparer
Jayne G Apple
Phone
2257671020
Raw XML Appendix280 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/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Charles R Morris
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Leah C Morris
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Leah E Morris
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Micah Morris
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Sec-Treas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt39616 Hwy 68
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Charles R Morris
IRS990PF/StatementsRegardingActyGrp/PhoneNum02252932110
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Soul Winners of Christ
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt024825
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt034691
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01624
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0517
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt010914
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt010914
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0157045
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt095388
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt024825
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt034691
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01624
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0517
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0147144
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt095388
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0167959
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt072571
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01398
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Dividend Receivable
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01505
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01505
OtherDecreasesSchedule/OtherDecreasesDetail/Amt085577
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Change in market value
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0License and permits
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Missionary Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Penalties
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt070
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt115410
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt212
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt070
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt115410
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt212
TaxesSchedule/TaxesDetail/Amt085
TaxesSchedule/TaxesDetail/Amt11195
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Tax
TaxesSchedule/TaxesDetail/CategoryTxt1Tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt085
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt11195
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Charles R Morris
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CLM Private Foundation
ReturnHeader/Filer/BusinessNameControlTxt0CLMP
ReturnHeader/Filer/EIN0721400790
ReturnHeader/Filer/PhoneNum02252932110
ReturnHeader/Filer/USAddress/AddressLine1Txt05422 Superior Drive Ste D
ReturnHeader/Filer/USAddress/CityNm0Baton Rouge
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd070816
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/ZIPCd070808
ReturnHeader/PreparerPersonGrp/PhoneNum02257671020
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAYNE G APPLE
ReturnHeader/ReturnTs02025-03-25T16:19:09-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

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