Civic Intelligence

J Edgar Monroe Foundation

EIN 72-0784059 • Metairie, LA

111 Veterans Boulevard 407Metairie, LA 70005
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

Higher debt load relative to revenue than 20% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Net Margin

6th percentile

-77%

Higher net margin than 6% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

70th percentile

$31,200

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 4.5% of source-year revenue.

$10M-$25M nonprofits • Source year 2024

Asset Growth

15th percentile

-5.2%

Faster asset growth than 15% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2022 to 2024

Revenue Growth

58th percentile

12%

Faster revenue growth than 58% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$10,830,874

Down $535,071 (-4.7%) from 2023

Liabilities

Flat

$61

Flat from 2023

Net Assets

Down

$10,830,813

Down $535,071 (-4.7%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin6th percentile

Revenue

Up

$699,319

Up $176,515 (+34%) from 2023

Expenses

Up

$1,234,390

Up $17,901 (+1.5%) from 2023

Net Income

Up

-$535,071

Up $158,614 (+23%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth15th percentile

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

$15M$10M$5.0M$0Assets 2010: $5,968,945Liabilities 2010: $450Net Assets 2010: $5,968,4952010Assets 2011: $6,219,400Liabilities 2011: $480Net Assets 2011: $6,218,9202011Assets 2012: $6,006,936Liabilities 2012: $4802012Assets 2013: $6,768,085Liabilities 2013: $400Net Assets 2013: $6,767,6852013Assets 2014: $7,085,060Liabilities 2014: $0Net Assets 2014: $7,085,0602014Assets 2015: $6,958,236Liabilities 2015: $497Net Assets 2015: $6,957,7392015Assets 2016: $6,666,045Liabilities 2016: $30Net Assets 2016: $6,666,0152016Assets 2017: $6,464,533Liabilities 2017: $37Net Assets 2017: $6,464,4962017Assets 2018: $7,277,095Liabilities 2018: $595Net Assets 2018: $7,276,5002018Assets 2019: $7,268,692Liabilities 2019: $53Net Assets 2019: $7,268,6392019Assets 2020: $7,128,568Liabilities 2020: $61Net Assets 2020: $7,128,5072020Assets 2021: $12,684,866Liabilities 2021: $61Net Assets 2021: $12,684,8052021Assets 2022: $12,059,630Liabilities 2022: $61Net Assets 2022: $12,059,5692022Assets 2023: $11,365,945Liabilities 2023: $61Net Assets 2023: $11,365,8842023Assets 2024: $10,830,874Liabilities 2024: $61Net Assets 2024: $10,830,8132024

Highlighted filing

2024

Assets$10,830,874
Liabilities$61
Net Assets$10,830,813
Open 2024 Filing

Operations Trend

Revenue Growth58th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $468,5882010Expenses 2011: $310,5682011Revenue 2012: $744,885Expenses 2012: $957,349Net Income 2012: -$212,4642012Revenue 2013: $1,544,790Expenses 2013: $783,561Net Income 2013: $761,2292013Revenue 2014: $1,131,556Expenses 2014: $814,181Net Income 2014: $317,3752014Revenue 2015: $616,455Expenses 2015: $756,941Net Income 2015: -$140,4862015Revenue 2016: $552,973Expenses 2016: $844,697Net Income 2016: -$291,7242016Revenue 2017: $554,985Expenses 2017: $756,504Net Income 2017: -$201,5192017Revenue 2018: $1,608,392Expenses 2018: $796,388Net Income 2018: $812,0042018Revenue 2019: $816,593Expenses 2019: $824,454Net Income 2019: -$7,8612019Revenue 2020: $668,430Expenses 2020: $808,562Net Income 2020: -$140,1322020Revenue 2021: $6,532,963Expenses 2021: $976,665Net Income 2021: $5,556,2982021Revenue 2022: $556,273Expenses 2022: $1,181,509Net Income 2022: -$625,2362022Revenue 2023: $522,804Expenses 2023: $1,216,489Net Income 2023: -$693,6852023Revenue 2024: $699,319Expenses 2024: $1,234,390Net Income 2024: -$535,0712024

Highlighted filing

2024

Revenue$699,319
Expenses$1,234,390
Net Income-$535,071
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$10,830,874
Liabilities
$61
Net assets
$10,830,813
Revenue
$699,319
Expenses
$1,234,390
Net income
-$535,071
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$0.70$1.23$0.54
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.4$0.00$11.4$0.52$1.22$0.69
2022Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$0.56$1.18$0.63
2021Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$6.53$0.98$5.56
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.13$0.00$7.13$0.67$0.81$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.27$0.00$7.27$0.82$0.82$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.28$0.00$7.28$1.61$0.80$0.81
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.46$0.00$6.46$0.55$0.76$0.20
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.67$0.00$6.67$0.55$0.84$0.29
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.96$0.00$6.96$0.62$0.76$0.14
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.09$0.00$7.09$1.13$0.81$0.32
2013Detailed filing. Detailed filing data is available for this year.$6.77$0.00$6.77$1.54$0.78$0.76
2012Summary only. Only limited summary data is available for this year.$6.01$0.00$0.74$0.96$0.21
2011Detailed filing. Detailed filing data is available for this year.$6.22$0.00$6.22$0.31
2010Detailed filing. Detailed filing data is available for this year.$5.97$0.00$5.97$0.47
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
William F FineganPresident-$31,200-$31,200
P Kevin ColombVice President-$21,800-$21,800
Blair MonroeTreasurer-$17,200-$17,200
Filing and Contact Details

Filer

Filer Name
J Edgar Monroe Foundation
EIN
72-0784059
Phone
5045293539
Address
111 Veterans Boulevard 407, Metairie, LA 70005

Signing Officer

Name
William F Finegan
Title
President
Signed
2025-11-12
Discuss with paid preparer
Yes

Preparer

Firm
John M McMahon CPA APAC
Address
701 N Causeway Blvd, Metairie, LA 70001
Preparer
John M McMahon
Phone
5042191040
Raw XML AppendixShowing 400 of 1,352 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34Cisco Systems
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36Entergy Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37Avanos
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38Intel Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39JP Morgan Chase & Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40Leggett & Platt Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41Microsoft Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42PPL Corporation
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43Union Pacific Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44Chemours
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45Exxon Mobil
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46Wells Fargo
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47Amgen, Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48Pfizer, Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49Coca Cola Company
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50Dominion Energy
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51Emerson Electric Company
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52Honeywell International
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53New York Life FDS TR Cushing MLP Premier
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54Eaton
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55First Horizon Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56Kinder Morgan
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57Nike
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58Nucor
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59PNC Financial Services
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60Southern Company
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61Southwest Airlines
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62Texas Instruments
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63WP Carey Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64Reaves Utility
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65Viatris
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66Merck
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67Pimco Dynamic Income Opportunities Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68Western Asset Diversified Income Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69Pimco Dynamic Income Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70American Electric Power
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71Apple
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72Benton Dickinson
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73Intuitive Surgical
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74Nextera Energy
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75Tesla
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76American Tower REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77Brystol Meyer
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78United Parcel Service
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79United Health Group
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80Applied Materials
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81Ford
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82Broadcom
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83Disney
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84Eli Lilly
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85BorgWarner
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86Corning
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87Advanced Micro Devices
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88Raytheon
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89Honeywell
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90Lowes
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91Cummings
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92Home Depot
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93Williams Company
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94W.K. Kellogg
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32000-01-01
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72000-01-01
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102000-01-01
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