Civic Intelligence

Live Oak Foundation

990PF • Fiscal year 2011 • EIN 72-6042163

Jan 01, 2011 to Dec 31, 2011 • Filed on May 12, 2012

Organization Profile
502 Fifth Street70510
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

65th percentile

$0

Higher top officer pay than 65% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets26th percentile

Assets

$1,535,623

No earlier filing loaded for comparison.

Net Assets

$1,535,623

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$288,880

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,535,623Liabilities 2011: $0Net Assets 2011: $1,535,6232011Assets 2012: $1,462,024Liabilities 2012: $0Net Assets 2012: $1,462,0242012Assets 2013: $1,481,280Liabilities 2013: $1Net Assets 2013: $1,481,2802013Assets 2014: $802,034Liabilities 2014: $1Net Assets 2014: $802,0342014Assets 2015: $838,768Liabilities 2015: $1Net Assets 2015: $838,7682015Assets 2016: $809,250Liabilities 2016: $0Net Assets 2016: $809,2502016Assets 2017: $822,641Liabilities 2017: $0Net Assets 2017: $822,6412017Assets 2018: $858,825Liabilities 2018: $0Net Assets 2018: $858,8252018Assets 2019: $919,187Liabilities 2019: $1Net Assets 2019: $919,1872019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2011

Assets$1,535,623
Liabilities$0
Net Assets$1,535,623
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.0M$0-$1.0MExpenses 2011: $288,8802011Expenses 2012: $344,2212012Revenue 2013: $403,133Expenses 2013: $383,877Net Income 2013: $19,2562013Revenue 2014: $205,748Expenses 2014: $1,168,442Net Income 2014: -$962,6942014Revenue 2015: $108,234Expenses 2015: $71,500Net Income 2015: $36,7342015Revenue 2016: -$4,583Expenses 2016: $24,935Net Income 2016: -$29,5182016Revenue 2017: $71,392Expenses 2017: $54,126Net Income 2017: $17,2662017Revenue 2018: $64,710Expenses 2018: $28,526Net Income 2018: $36,1842018Revenue 2019: $72,347Expenses 2019: $11,985Net Income 2019: $60,3622019Revenue 2020: $8,686Expenses 2020: $927,873Net Income 2020: -$919,1872020

Highlighted filing

2011

Revenue-
Expenses$288,880
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 12, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Frank K GodchauxPresident-$0--
Theresa G PayneVice President-$0--
Leslie K GodchauxSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSee Attached ScheduleVarious-Various, VA, US$273,650
Filing and Contact Details

Filer

EIN
72-6042163
Raw XML Appendix332 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/InvestmentsCorpStock/NameOfStock0VILLERE SCHWAB ACCOUNT
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92011-12-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset01,100 SHS JM SMUCKER CO
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6500 SHS O REILLY AUTOMOTIVE INC
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Frank K Godchaux
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Theresa G Payne
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2Leslie K Godchaux
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0President
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IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
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IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
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IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
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IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/ContributingManager0FRANK A GODCHAUX III CHARLES R G
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0273650
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0Various
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10See Attached Schedule
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10Various
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0Various
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0VA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode000000
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0273650
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear098657
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted098657
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1055126
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2024174
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear40376955
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear50389362
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear50389362
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0631248
IRS990PF/UndistributedIncome/ExcessFromCurrentYear0174993
IRS990PF/UndistributedIncome/ExcessFromYear1055126
IRS990PF/UndistributedIncome/ExcessFromYear2024174
IRS990PF/UndistributedIncome/ExcessFromYear40376955
IRS990PF/UndistributedIncome/PriorYear102009
IRS990PF/UndistributedIncome/PriorYear202008
IRS990PF/UndistributedIncome/PriorYear302007
IRS990PF/UndistributedIncome/QualifyingDistributions0273650
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus0174993
IRS990PF/UndistributedIncome/TotalCorpus01020610
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0845617
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherExpensesSchedule/OtherExpenses/Description0OFFICE EXPENSES
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0151
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount012256
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0VILLERE MGMT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome012256
TaxesSchedule/Taxes/Amount02823
TaxesSchedule/Taxes/Category0US TREASURY
TaxesSchedule/Taxes/NetInvestmentIncome02823
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0726042163
ReturnHeader/Filer/InCareOfName0% LESLIE K GODCHAUX
ReturnHeader/Filer/Name/BusinessNameLine10Live Oak Foundation
ReturnHeader/Filer/NameControl0LIVE
ReturnHeader/Filer/Phone03378932220
ReturnHeader/Filer/USAddress/AddressLine10502 Fifth Street
ReturnHeader/Filer/USAddress/City0Abbeville
ReturnHeader/Filer/USAddress/State0LA
ReturnHeader/Filer/USAddress/ZIPCode070510
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-05-12
ReturnHeader/Officer/Name0Leslie K Godchaux
ReturnHeader/Officer/Title0Secretary
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Southern Wealth Management LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10601 Poydras Street Suite 1855
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0New Orleans
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0LA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode070130
ReturnHeader/Preparer/Name0Katherine M Gibert
ReturnHeader/Preparer/Phone05047993170
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-14T14:35:55-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,535,623
Liabilities
$0
Net assets
$1,535,623
Revenue
-
Expenses
$288,880
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$0.93$0.92
2019Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.07$0.01$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.06$0.03$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.07$0.05$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.00$0.02$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.11$0.07$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.21$1.17$0.96
2013Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.40$0.38$0.02
2012Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.34
2011Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.29