Civic Intelligence

William Edwin Montan Charitable Trust

990PF • Fiscal year 2014 • EIN 20-2128402

Jan 01, 2014 to Dec 31, 2014

New Orleans, LA
Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

19th percentile

0.00x

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Net Margin

5th percentile

-76%

Higher net margin than 5% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

22nd percentile

-3.0%

Faster asset growth than 22% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

14th percentile

-21%

Faster revenue growth than 14% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Assets

Down

$5,545,152

Down $170,218 (-3.0%) from 2013

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$224,851

Down $61,342 (-21%) from 2013

Expenses

Down

$395,468

Down $8,481 (-2.1%) from 2013

Net Income

Down

-$170,617

Down $52,861 (-45%) from 2013

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

2014

Assets$5,545,152
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

2014

Revenue$224,851
Expenses$395,468
Net Income-$170,617
Filing Detail Status

This 2014 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 Period
Jan 1, 2014 to Dec 31, 2014

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