Civic Intelligence

Live Oak Foundation

990PF • Fiscal year 2012 • EIN 72-6042163

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 18, 2013

Organization Profile
502 Fifth StreetSuite70510
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M 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

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

21st percentile

-4.8%

Faster asset growth than 21% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$1,462,024

Down $73,599 (-4.8%) from 2011

Net Assets

Down

$1,462,024

Down $73,599 (-4.8%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$344,221

Up $55,341 (+19%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

2012

Assets$1,462,024
Liabilities$0
Net Assets$1,462,024
Open 2012 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

2012

Revenue-
Expenses$344,221
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 18, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay68th 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$324,950
Filing and Contact Details

Filer

EIN
72-6042163
Raw XML Appendix356 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/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0LA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
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/Amount0324950
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/TotGrantOrContriPaidDuringYear0324950
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/AppliedToCurrentYear0102468
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0102468
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear10174993
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2055126
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3024174
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear50376955
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear50376955
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0476775
IRS990PF/UndistributedIncome/ExcessFromCurrentYear0222482
IRS990PF/UndistributedIncome/ExcessFromYear10174993
IRS990PF/UndistributedIncome/ExcessFromYear2055126
IRS990PF/UndistributedIncome/ExcessFromYear3024174
IRS990PF/UndistributedIncome/PriorYear102010
IRS990PF/UndistributedIncome/PriorYear202009
IRS990PF/UndistributedIncome/PriorYear302008
IRS990PF/UndistributedIncome/QualifyingDistributions0324950
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus0222482
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus0853730
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0631248
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherExpensesSchedule/OtherExpenses/Description0OFFICE EXPENSES
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks089
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount012335
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount12400
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0VILLERE MGMT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category1ACCOUNTING FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome012335
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome12400
TaxesSchedule/Taxes/Amount04447
TaxesSchedule/Taxes/Category0US TREASURY
TaxesSchedule/Taxes/NetInvestmentIncome04447
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/AddressLine20Suite
ReturnHeader/Filer/USAddress/City0Abbeville
ReturnHeader/Filer/USAddress/State0LA
ReturnHeader/Filer/USAddress/ZIPCode070510
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-04-18
ReturnHeader/Officer/Name0Leslie K Godchaux
ReturnHeader/Officer/Phone05047993170
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/Phone05047993170
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-04-29T09:53:10-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,462,024
Liabilities
$0
Net assets
$1,462,024
Revenue
-
Expenses
$344,221
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