Blanche E & Dennis V Mccloskey Family Foundation

990PF • Fiscal year 2021 • EIN 90-0396710

Jan 01, 2021 to Dec 31, 2021 • Filed on May 04, 2022

Organization Profile

P O Box 399Folsom, LA 70437

(504) 799-3170

Siviq Scores

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

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

-21%

Higher net margin than 20% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

-4.8%

Faster asset growth than 31% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

-33%

Faster revenue growth than 23% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet

Liabilities / Assets57th percentile

Assets

Down

$4,931

Down $248 (-4.8%) from 2020

Net Assets

Down

$4,931

Down $248 (-4.8%) from 2020

Liabilities

Flat

Flat from 2020

Revenue And Expenses

Liabilities / Revenue57th percentile Net Margin20th percentile

Revenue

Down

$1,161

Down $580 (-33%) from 2020

Expenses

Down

$1,409

Down $331 (-19%) from 2020

Net Income

Down

-$248

Down $249 (-24900%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

Highlighted filing

2021

Assets$4,931

Liabilities$0

Net Assets$4,931

Open 2021 Filing

Operations Trend

Revenue Growth23rd percentile

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

Highlighted filing

2021

Revenue$1,161

Expenses$1,409

Net Income-$248

Open 2021 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2021 to Dec 31, 2021
Signed: May 4, 2022
Return Version: 2021v4.2

Compensation and Service Providers

Top Officer Pay78th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
BLANCHE E MCCLOSKEY	Director	-	$0	-	-
KATHERINE M GIBERT	Director	-	$0	-	-
BLANCE DELETA MCCLOSKEY	Director	-	$0	-	-
KELLY MCCLOSKEY DUFFY	Director	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Blanche E & Dennis V McCloskey Family
EIN: 90-0396710
In Care Of: % BLANCHE E MCCLOSKEY
Address: P O Box 399, Folsom, LA 70437

Signing Officer

Name: Katherine M Gibert
Title: Director
Phone: 5047993170
Signed: 2022-05-04
Discuss with paid preparer: Yes

Preparer

Firm: Southern Wealth Management LLP
Address: 601 POYDRAS STREET SUITE 1855, NEW ORLEANS, LA 70130
Preparer: Katherine M Gibert
Phone: 5047993170

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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/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt	0	0
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	1
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	255
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	255
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	255
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	255
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IRS990PF/FMVAssetsEOYAmt	0	4931
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	4931
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
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IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	5170
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	5170
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	78
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	255
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	5092
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	5170
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	0.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	2	0.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	3	0.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	3	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	3	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	3	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	BLANCHE E MCCLOSKEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	KATHERINE M GIBERT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	BLANCE DELETA MCCLOSKEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	3	KELLY MCCLOSKEY DUFFY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	3	DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	7822 BURTHE STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	2	1018 JOSEPH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	3	22424 GLAD ACRES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	FOLSOM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	1	NEW ORLEANS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	2	NEW ORLEANS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	3	PASS CHRISTIAN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	3	39571
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt	0	0
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt	0	250
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt	0	0
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt	0	250
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
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IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	LA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	70437
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	LA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	BLANCHE E MCCLOSKEY
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	9857963037
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	SUPPORT OF THE ST JOSEPH ABBEY MONKS
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	250
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	BLANCHE E MCCLOSKEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	TO PROVIDE CHARITY TO THOSE SERVED BY THE MONKS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	SAINT JOSEPH ABBEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	75376 RIVER RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	BENEDICT
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	250
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	250
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	255
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	5
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	338
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	5
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	333
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	333
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2019
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2018
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2017
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	250
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	333
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	338
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	KATHERINE M GIBERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	5047993170
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2022-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Blanche E & Dennis V McCloskey Family
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	BLAN
ReturnHeader/Filer/EIN	0	900396710
ReturnHeader/Filer/InCareOfNm	0	% BLANCHE E MCCLOSKEY
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	P O Box 399
ReturnHeader/Filer/USAddress/CityNm	0	Folsom
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	LA
ReturnHeader/Filer/USAddress/ZIPCd	0	70437
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Southern Wealth Management LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	601 POYDRAS STREET SUITE 1855
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	NEW ORLEANS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	70130
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5047993170
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2022-04-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Katherine M Gibert
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2022-05-02T16:36:25-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	KATHERINE M
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	GIBERT
ReturnHeader/TaxPeriodBeginDt	0	2021-01-01
ReturnHeader/TaxPeriodEndDt	0	2021-12-31
ReturnHeader/TaxYr	0	2021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $4,931
Liabilities: $0
Net assets: $4,931
Revenue: $1,161
Expenses: $1,409
Net income: -$248

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$4.48	$0.00	$4.48	$0.00	$0.10	$0.10
2023Detailed filing. Detailed filing data is available for this year.	$4.58	$0.00	$0.00	$0.90	$1.00	$0.10
2022Detailed filing. Detailed filing data is available for this year.	$4.68	$0.00	$4.68	$1.36	$1.61	$0.25
2021Detailed filing. Detailed filing data is available for this year.	$4.93	$0.00	$4.93	$1.16	$1.41	$0.25
2020Detailed filing. Detailed filing data is available for this year.	$5.18	$0.00	$5.18	$1.74	$1.74	$0.00
2019Detailed filing. Detailed filing data is available for this year.	$5.18	$0.00	$5.18	$1.00	$1.04	$0.04
2018Detailed filing. Detailed filing data is available for this year.	$5.22	$0.00	$5.22	$0.90	$0.92	$0.02
2017Detailed filing. Detailed filing data is available for this year.	$5.24	$0.00	$5.24	$0.86	$0.86	$0.00
2016Detailed filing. Detailed filing data is available for this year.	$5.24	$0.00	$5.24	$0.00	$0.05	$0.05
2015Detailed filing. Detailed filing data is available for this year.	$5.29	$0.00	$5.29	$0.00	$0.11	$0.11
2014Detailed filing. Detailed filing data is available for this year.	$5.40	$0.00	$5.40	$0.00	$0.94	$0.93
2013Detailed filing. Detailed filing data is available for this year.	$6.33	$0.00	$6.33	$0.01	$0.22	$0.20
2012Summary only. Only limited summary data is available for this year.	$6.54	$0.00		$0.00	$0.36	$0.35
2011Detailed filing. Detailed filing data is available for this year.	$6.89	$0.00	$6.89		$5.00
2010Detailed filing. Detailed filing data is available for this year.	$11.9	$0.00	$11.9		$6.27