Civic Intelligence

The Lois M Collier Charitable Trust

EIN 20-7437674 • Palm Beach, FL

151 Royal Palm WayPalm Beach, FL 33480
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

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

1st percentile

-410%

Higher net margin than 1% of similar nonprofits.

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

Top Officer Pay

53rd percentile

$106,930

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

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

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

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

Revenue Growth

96th percentile

398%

Faster revenue growth than 96% of similar nonprofits.

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

Assets

Down

$0

Down $27,195,934 (-100%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$0

Down $27,195,934 (-100%) from 2023

Revenue

Up

$6,631,393

Up $5,298,520 (+398%) from 2023

Expenses

Up

$33,827,327

Up $29,456,390 (+674%) from 2023

Net Income

Down

-$27,195,934

Down $24,157,870 (-795%) from 2023

Trend Graphs

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2011: $10Liabilities 2011: $02011Assets 2012: $10Liabilities 2012: $02012Assets 2013: $10Liabilities 2013: $02013Assets 2014: $445,352Liabilities 2014: $02014Assets 2015: $19,312,765Liabilities 2015: $02015Assets 2019: $34,969,657Liabilities 2019: $02019Assets 2020: $33,536,416Liabilities 2020: $0Net Assets 2020: $33,536,4162020Assets 2021: $33,067,009Liabilities 2021: $0Net Assets 2021: $33,067,0092021Assets 2022: $30,233,998Liabilities 2022: $0Net Assets 2022: $30,233,9982022Assets 2023: $27,195,934Liabilities 2023: $0Net Assets 2023: $27,195,9342023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40M$20M$0-$20M-$40MRevenue 2011: $1Expenses 2011: $0Net Income 2011: $12011Revenue 2012: $1Expenses 2012: $0Net Income 2012: $12012Revenue 2013: $1Expenses 2013: $0Net Income 2013: $12013Revenue 2014: $445,352Expenses 2014: $0Net Income 2014: $445,3522014Revenue 2015: $18,975,706Expenses 2015: $108,293Net Income 2015: $18,867,4132015Revenue 2019: $1,835,467Expenses 2019: $2,284,841Net Income 2019: -$449,3742019Revenue 2020: $1,769,239Expenses 2020: $3,202,480Net Income 2020: -$1,433,2412020Revenue 2021: $2,529,519Expenses 2021: $2,998,926Net Income 2021: -$469,4072021Revenue 2022: $871,990Expenses 2022: $3,705,001Net Income 2022: -$2,833,0112022Revenue 2023: $1,332,873Expenses 2023: $4,370,937Net Income 2023: -$3,038,0642023Revenue 2024: $6,631,393Expenses 2024: $33,827,327Net Income 2024: -$27,195,9342024

Highlighted filing

2024

Revenue$6,631,393
Expenses$33,827,327
Net Income-$27,195,934

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL A HANLEYTrustee-$106,930-$106,930
ROBERT SWANTrustee-$106,930-$106,930
Filing and Contact Details

Filer

Filer Name
The Lois M Collier Charitable Trust
EIN
20-7437674
Phone
5616500531
Address
151 ROYAL PALM WAY, PALM BEACH, FL 33480

Signing Officer

Name
Daniel a Hanley
Title
Trustee
Phone
5616500531
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Schuemann & Company LLC
Address
725 N HIGHWAY A1A UNIT C-106, JUPITER, FL 33477
Preparer
Laura Leslie-schuemann
Phone
5613601101
Raw XML Appendix343 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt8RONALD MCDONALD HOUSE CHARITIES INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt9HEART OF THE FOOTHILLS ANIMAL RESCUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt10UNIVERSITY OF SOUTHERN INDIANA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt11UNIVERSITY OF EVANSVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt12COMMUNITY FOUNDATION OF PALM BEACH & MARTIN COUNTI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0101 N MERION AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16 EAST 32ND ST 5TH FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2424 E 92ND ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3345 E 102ND ST SUITE 305
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4355 LEXINGTON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO BOX 17
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6431 UNIVERSITY BLVD N
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7PO BOX 1896
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8110 N CARPENTER STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9380 US-221
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt108600 UNIVERSITY BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt111800 LINCOLN AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12700 S DIXIE HWY SUITE 20
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BRYN MAWR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5PINE BUSH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6JACKSONVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7LEANDER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9RUTHERFORDTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10EVANSVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11EVANSVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12WEST PALM BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd12FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110016
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210128
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd310029
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd410017
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd512566
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd632211
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd778646
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd860607
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd928139
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1047712
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1147722
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1233401
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt033292763
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0731359
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0731359
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02394521
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01347338
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt036303263
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt032561404
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02394521
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01347338
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt033292763
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt032561404
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt036303263
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03741859
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt098020
LiquidationExplanationStmt/ExplanationTxt0PURSUANT TO THE TERMS OF THE LOIS COLLIER CHARITABLE TRUST AGREEMENT DATED MARCH 3, 2007, THE TRUST WAS TO TERMINATE TEN YEARS FOLLOWING THE DEATH OF THE SETTLOR. THE SETTLOR, LOIS COLLIER, DIED ON NOVEMBER 10, 2013 AND THE TRUSTEES COMPLETED THE DISTRIBUTION OF ALL ASSETS TO QUALIFYING CHARITIES AS OF THE END OF 2024.
OtherIncomeSchedule2/OtherIncomeDetail/Desc0COLLATERAL GUARANTY FUND LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc1VALEANT PHARMACEUTICALS
OtherIncomeSchedule2/OtherIncomeDetail/Desc2MADOFF VICTIM FUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01600
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1332
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt23311
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01600
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1332
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt23311
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0122574
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0122574
TaxesSchedule/TaxesDetail/Amt0110
TaxesSchedule/TaxesDetail/Amt1100000
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1ESTIMATED TAXES PAID IN 2024
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0110
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL A HANLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05616500531
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LOIS M COLLIER CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LOIS
ReturnHeader/Filer/EIN0207437674
ReturnHeader/Filer/PhoneNum05616500531
ReturnHeader/Filer/USAddress/AddressLine1Txt0151 ROYAL PALM WAY
ReturnHeader/Filer/USAddress/CityNm0PALM BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033480
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263551675
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHUEMANN & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0725 N HIGHWAY A1A UNIT C-106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JUPITER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033477
ReturnHeader/PreparerPersonGrp/PhoneNum05613601101
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA LESLIE-SCHUEMANN
ReturnHeader/ReturnTs02025-05-13T17:10:46-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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