Civic Intelligence

William Edwin Montan Charitable Trust

990PF • Fiscal year 2011 • EIN 20-2128402

Jan 01, 2011 to Dec 31, 2011

New Orleans, LA
Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

2011 filings • $5M-$10M nonprofits • Source year 2011

Liabilities / Revenue

23rd percentile

0.00x

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

2011 filings • $5M-$10M nonprofits • Source year 2011

Net Margin

90th percentile

53%

Higher net margin than 90% of similar nonprofits.

2011 filings • $5M-$10M nonprofits • Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

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 earlier valid filing was available within the previous three public years.

Source year 2011

Assets

$6,080,721

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$1,150,613

No earlier filing loaded for comparison.

Expenses

$538,735

No earlier filing loaded for comparison.

Net Income

$611,878

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $6,080,721Liabilities 2011: $02011Assets 2012: $5,842,658Liabilities 2012: $02012Assets 2013: $5,715,370Liabilities 2013: $02013Assets 2014: $5,545,152Liabilities 2014: $02014Assets 2015: $5,313,939Liabilities 2015: $02015Assets 2019: $7,612,467Liabilities 2019: $02019Assets 2020: $7,299,799Liabilities 2020: $0Net Assets 2020: $7,299,7992020Assets 2021: $8,385,474Liabilities 2021: $0Net Assets 2021: $8,385,4742021Assets 2022: $7,742,942Liabilities 2022: $0Net Assets 2022: $7,742,9422022Assets 2023: $7,564,351Liabilities 2023: $12023

Highlighted filing

2011

Assets$6,080,721
Liabilities$0
Net Assets-

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $1,150,613Expenses 2011: $538,735Net Income 2011: $611,8782011Revenue 2012: $190,711Expenses 2012: $428,274Net Income 2012: -$237,5632012Revenue 2013: $286,193Expenses 2013: $403,949Net Income 2013: -$117,7562013Revenue 2014: $224,851Expenses 2014: $395,468Net Income 2014: -$170,6172014Revenue 2015: $148,794Expenses 2015: $380,410Net Income 2015: -$231,6162015Revenue 2019: $82,788Expenses 2019: $456,806Net Income 2019: -$374,0182019Revenue 2020: $139,455Expenses 2020: $447,600Net Income 2020: -$308,1452020Revenue 2021: $1,615,102Expenses 2021: $529,604Net Income 2021: $1,085,4982021Revenue 2022: -$118,075Expenses 2022: $521,158Net Income 2022: -$639,2332022Revenue 2023: $313,233Expenses 2023: $493,347Net Income 2023: -$180,1142023

Highlighted filing

2011

Revenue$1,150,613
Expenses$538,735
Net Income$611,878
Filing Detail Status

This 2011 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

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Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2011 filings • $5M-$10M nonprofits