Civic Intelligence

Lee J & Anne Monlezun Family Foundation

EIN 31-1708308 • Lake Charles, LA

3505 5th Avenue Suite A-1Lake Charles, LA 70607
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

88th percentile

47%

Higher net margin than 88% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

59th percentile

1.2%

Faster asset growth than 59% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

47th percentile

-4.0%

Faster revenue growth than 47% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$8,950

Up $102 (+1.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$8,950

Up $102 (+1.2%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin88th percentile

Revenue

Down

$218

Down $9 (-4.0%) from 2023

Expenses

Flat

$116

Flat from 2023

Net Income

Down

$102

Down $9 (-8.1%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

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

$10K$5.0K$0Assets 2010: $5,292Liabilities 2010: $0Net Assets 2010: $5,2922010Assets 2011: $5,109Liabilities 2011: $0Net Assets 2011: $5,1092011Assets 2012: $4,883Liabilities 2012: $0Net Assets 2012: $4,8832012Assets 2013: $5,319Liabilities 2013: $0Net Assets 2013: $5,3192013Assets 2014: $5,665Liabilities 2014: $0Net Assets 2014: $5,6652014Assets 2015: $6,465Liabilities 2015: $0Net Assets 2015: $6,4652015Assets 2016: $6,382Liabilities 2016: $0Net Assets 2016: $6,3822016Assets 2017: $6,554Liabilities 2017: $0Net Assets 2017: $6,5542017Assets 2018: $7,030Liabilities 2018: $0Net Assets 2018: $7,0302018Assets 2019: $7,276Liabilities 2019: $0Net Assets 2019: $7,2762019Assets 2020: $7,895Liabilities 2020: $0Net Assets 2020: $7,8952020Assets 2021: $8,520Liabilities 2021: $0Net Assets 2021: $8,5202021Assets 2022: $8,737Liabilities 2022: $0Net Assets 2022: $8,7372022Assets 2023: $8,848Liabilities 2023: $0Net Assets 2023: $8,8482023Assets 2024: $8,950Liabilities 2024: $0Net Assets 2024: $8,9502024

Highlighted filing

2024

Assets$8,950
Liabilities$0
Net Assets$8,950
Open 2024 Filing

Operations Trend

Revenue Growth47th percentile

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

$1.5K$1.0K$500$0-$500Expenses 2010: $4142010Expenses 2011: $3562011Expenses 2012: $4122012Revenue 2013: $439Expenses 2013: $3Net Income 2013: $4362013Revenue 2014: $1,322Expenses 2014: $976Net Income 2014: $3462014Revenue 2015: $895Expenses 2015: $95Net Income 2015: $8002015Revenue 2016: $13Expenses 2016: $96Net Income 2016: -$832016Revenue 2017: $280Expenses 2017: $108Net Income 2017: $1722017Revenue 2018: $571Expenses 2018: $95Net Income 2018: $4762018Revenue 2019: $371Expenses 2019: $125Net Income 2019: $2462019Revenue 2020: $743Expenses 2020: $124Net Income 2020: $6192020Revenue 2021: $743Expenses 2021: $118Net Income 2021: $6252021Revenue 2022: $325Expenses 2022: $108Net Income 2022: $2172022Revenue 2023: $227Expenses 2023: $116Net Income 2023: $1112023Revenue 2024: $218Expenses 2024: $116Net Income 2024: $1022024

Highlighted filing

2024

Revenue$218
Expenses$116
Net Income$102
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,950
Liabilities
$0
Net assets
$8,950
Revenue
$218
Expenses
$116
Net income
$102
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8,950$0$8,950$218$116$102
2023Detailed filing. Detailed filing data is available for this year.$8,848$0$8,848$227$116$111
2022Detailed filing. Detailed filing data is available for this year.$8,737$0$8,737$325$108$217
2021Detailed filing. Detailed filing data is available for this year.$8,520$0$8,520$743$118$625
2020Detailed filing. Detailed filing data is available for this year.$7,895$0$7,895$743$124$619
2019Detailed filing. Detailed filing data is available for this year.$7,276$0$7,276$371$125$246
2018Detailed filing. Detailed filing data is available for this year.$7,030$0$7,030$571$95$476
2017Detailed filing. Detailed filing data is available for this year.$6,554$0$6,554$280$108$172
2016Detailed filing. Detailed filing data is available for this year.$6,382$0$6,382$13$96$83
2015Detailed filing. Detailed filing data is available for this year.$6,465$0$6,465$895$95$800
2014Detailed filing. Detailed filing data is available for this year.$5,665$0$5,665$1,322$976$346
2013Detailed filing. Detailed filing data is available for this year.$5,319$0$5,319$439$3$436
2012Detailed filing. Detailed filing data is available for this year.$4,883$0$4,883$412
2011Detailed filing. Detailed filing data is available for this year.$5,109$0$5,109$356
2010Detailed filing. Detailed filing data is available for this year.$5,292$0$5,292$414
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 4, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEE J MONLEZUN JRDirector-$0--
ANNE MONLEZUNDirector-$0--
Filing and Contact Details

Filer

Filer Name
Lee J & Anne Monlezun Family
EIN
31-1708308
Phone
3374393434
Address
3505 5TH AVENUE SUITE A-1, LAKE CHARLES, LA 70607

Signing Officer

Name
Lee J Monlezun Jr
Title
Director
Phone
3374393434
Signed
2025-09-04
Discuss with paid preparer
Yes

Preparer

Firm
Marie Agosto Prejean CPA LLC
Address
203 E MILLER AVE STE D, IOWA, LA 70647-4075
Preparer
Marie Agosto Prejean
Phone
3372057619
Raw XML Appendix242 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/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0116
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0116
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LEE J MONLEZUN JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03374393434
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEE J & ANNE MONLEZUN FAMILY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LEEJ
ReturnHeader/Filer/EIN0311708308
ReturnHeader/Filer/PhoneNum03374393434
ReturnHeader/Filer/USAddress/AddressLine1Txt03505 5TH AVENUE SUITE A-1
ReturnHeader/Filer/USAddress/CityNm0LAKE CHARLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd070607
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0474411643
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARIE AGOSTO PREJEAN CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0203 E MILLER AVE STE D
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IOWA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0706474075
ReturnHeader/PreparerPersonGrp/PhoneNum03372057619
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARIE AGOSTO PREJEAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-09-05T13:39:36-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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