Civic Intelligence

William Edwin Montan Charitable Tr

EIN 20-2128402 • New Orleans, LA

New Orleans, LA
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

75th percentile

28%

Higher net margin than 75% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

45th percentile

$77,727

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 12.0% of source-year revenue.

$5M-$10M nonprofits • Source year 2024

Asset Growth

46th percentile

2.4%

Faster asset growth than 46% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

88th percentile

107%

Faster revenue growth than 88% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$7,564,351

Down $178,591 (-2.3%) from 2022

Liabilities

Up

$1

Up $1 from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue25th percentileNet Margin75th percentile

Revenue

Up

$313,233

Up $431,308 (+365%) from 2022

Expenses

Down

$493,347

Down $27,811 (-5.3%) from 2022

Net Income

Up

-$180,114

Up $459,119 (+72%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2023

Assets$7,564,351
Liabilities$1
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income by year, with the latest 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

2023

Revenue$313,233
Expenses$493,347
Net Income-$180,114
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing
Assets
$7,564,351
Liabilities
$1
Net assets
-
Revenue
$313,233
Expenses
$493,347
Net income
-$180,114
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$7.56$0.00$0.31$0.49$0.18
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.74$0.00$7.74$0.12$0.52$0.64
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.39$0.00$8.39$1.62$0.53$1.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.30$0.00$7.30$0.14$0.45$0.31
2019Summary only. Only limited summary data is available for this year.$7.61$0.00$0.08$0.46$0.37
2015Summary only. Only limited summary data is available for this year.$5.31$0.00$0.15$0.38$0.23
2014Summary only. Only limited summary data is available for this year.$5.55$0.00$0.22$0.40$0.17
2013Summary only. Only limited summary data is available for this year.$5.72$0.00$0.29$0.40$0.12
2012Summary only. Only limited summary data is available for this year.$5.84$0.00$0.19$0.43$0.24
2011Summary only. Only limited summary data is available for this year.$6.08$0.00$1.15$0.54$0.61
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.