Civic Intelligence

Mr & Mrs J Edgar Monroe Perpetual Maintenance Fund

990EZ • Fiscal year 2023 • EIN 72-0784735

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 07, 2024

Organization ProfileN/A
111 Veterans Boulevard 407Metairie, LA 70005

(504) 828-8301

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

39th percentile

-1.3%

Higher net margin than 39% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

47th percentile

-0.1%

Faster asset growth than 47% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

48th percentile

2.8%

Faster revenue growth than 48% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$432,459

Flat from 2023

Net Assets

$432,459

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin39th percentile

Revenue

Flat

$20,240

Flat from 2023

Expenses

Flat

$20,500

Flat from 2023

Net Income

Flat

-$260

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2011: $421,964Liabilities 2011: $02011Assets 2012: $421,951Liabilities 2012: $02012Assets 2013: $421,863Liabilities 2013: $02013Assets 2014: $459,608Liabilities 2014: $0Net Assets 2014: $459,6082014Assets 2015: $432,401Liabilities 2015: $02015Assets 2016: $432,376Liabilities 2016: $02016Assets 2017: $432,365Liabilities 2017: $02017Assets 2018: $432,358Liabilities 2018: $02018Assets 2019: $432,369Liabilities 2019: $02019Assets 2020: $432,731Liabilities 2020: $02020Assets 2021: $432,731Net Assets 2021: $432,7312021Assets 2022: $432,719Net Assets 2022: $432,7192022Assets 2023: $432,459Net Assets 2023: $432,4592023Assets 2023: $432,459Liabilities 2023: $02023

Highlighted filing

2023

Assets$432,459
Liabilities-
Net Assets$432,459
Open 2023 Filing

Operations Trend

Revenue Growth48th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40K$30K$20K$10K$0-$10KRevenue 2011: $21,456Expenses 2011: $22,000Net Income 2011: -$5442011Revenue 2012: $23,237Expenses 2012: $23,250Net Income 2012: -$132012Revenue 2013: $23,112Expenses 2013: $23,200Net Income 2013: -$882013Revenue 2014: $33,117Expenses 2014: $21,675Net Income 2014: $11,4422014Revenue 2015: $18,272Expenses 2015: $19,175Net Income 2015: -$9032015Revenue 2016: $15,775Expenses 2016: $15,800Net Income 2016: -$252016Revenue 2017: $17,389Expenses 2017: $17,400Net Income 2017: -$112017Revenue 2018: $17,868Expenses 2018: $17,875Net Income 2018: -$72018Revenue 2019: $18,404Expenses 2019: $18,400Net Income 2019: $42019Revenue 2020: $18,732Expenses 2020: $18,370Net Income 2020: $3622020Revenue 2021: $18,800Expenses 2021: $18,800Net Income 2021: $02021Revenue 2022: $19,688Expenses 2022: $19,700Net Income 2022: -$122022Revenue 2023: $20,240Expenses 2023: $20,500Net Income 2023: -$2602023Revenue 2023: $20,240Expenses 2023: $20,500Net Income 2023: -$2602023

Highlighted filing

2023

Revenue$20,240
Expenses$20,500
Net Income-$260
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 7, 2024
Return Version
2023v4.0
Gross Receipts
$20,240
Mission and Program Overview

Mission

The Fund, under the terms of the trust instructions that created it, distributes its investment income to Loyola University New Orleans for the sole purpose of maintaining, renovating, improving, and/or repairing the church building located on the campus of the University known as Holy Name of Jesus Church.

Program Services

DescriptionGrantsExpenses
Loyola University, New Orleans for the benefit of Holy Name of Jesus Church$20,500$20,500
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
William F FineganTrustee-$0--
Mark E Thibodeaux SJTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Mr & Mrs J Edgar Monroe Perpetual
EIN
72-0784735
Phone
5048288301
Address
111 Veterans Boulevard 407, Metairie, LA 70005

Signing Officer

Name
William F Finegan
Title
Trustee
Signed
2024-03-07
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
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: Loyola University | Donee's Address: 6363 St. Charles Avenue New Orleans La 70118 | Relationship of Donee: None | Cash Amount Given: $20500”

Raw XML Appendix109 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0William F Finegan
IRS990EZ/BooksInCareOfDetail/PhoneNum05048288301
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0111 Veterans Blvd Ste 702
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Metairie
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0LA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0700053035
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0432719
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0432459
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-260
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0432719
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0432459
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt020500
IRS990EZ/GrossReceiptsAmt020240
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt020240
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0432719
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0432459
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0432719
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0432459
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0William F Finegan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Mark E Thibodeaux SJ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The Fund, under the terms of the trust instructions that created it, distributes its investment income to Loyola University New Orleans for the sole purpose of maintaining, renovating, improving, and/or repairing the church building located on the campus of the University known as Holy Name of Jesus Church.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Loyola University, New Orleans for the benefit of Holy Name of Jesus Church
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt020500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt020500
IRS990EZ/TotalProgramServiceExpensesAmt020500
IRS990EZ/TotalRevenueAmt020240
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/ChurchInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Loyola University | Donee's Address: 6363 St. Charles Avenue New Orleans La 70118 | Relationship of Donee: None | Cash Amount Given: $20500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0William F Finegan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Mr & Mrs J Edgar Monroe Perpetual
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Maintenance Fund
ReturnHeader/Filer/BusinessNameControlTxt0MR&M
ReturnHeader/Filer/EIN0720784735
ReturnHeader/Filer/PhoneNum05048288301
ReturnHeader/Filer/USAddress/AddressLine1Txt0111 Veterans Boulevard 407
ReturnHeader/Filer/USAddress/CityNm0Metairie
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd070005
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721517760
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0John M McMahon CPA APAC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0701 N Causeway Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Metairie
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd070001
ReturnHeader/PreparerPersonGrp/PhoneNum05042191040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John M McMahon
ReturnHeader/ReturnTs02024-03-07T17:36:27-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0William F
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Finegan
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$432,459
Liabilities
-
Net assets
$432,459
Revenue
$20,240
Expenses
$20,500
Net income
-$260
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$4.32$4.32$0.20$0.21$0.00
2023Summary only. Only limited summary data is available for this year.$4.32$0.00$0.20$0.21$0.00
2022Detailed filing. Detailed filing data is available for this year.$4.33$4.33$0.20$0.20$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.33$4.33$0.19$0.19$0.00
2020Summary only. Only limited summary data is available for this year.$4.33$0.00$0.19$0.18$0.00
2019Summary only. Only limited summary data is available for this year.$4.32$0.00$0.18$0.18$0.00
2018Summary only. Only limited summary data is available for this year.$4.32$0.00$0.18$0.18$0.00
2017Summary only. Only limited summary data is available for this year.$4.32$0.00$0.17$0.17$0.00
2016Summary only. Only limited summary data is available for this year.$4.32$0.00$0.16$0.16$0.00
2015Summary only. Only limited summary data is available for this year.$4.32$0.00$0.18$0.19$0.01
2014Summary only. Only limited summary data is available for this year.$4.60$0.00$4.60$0.33$0.22$0.11
2013Summary only. Only limited summary data is available for this year.$4.22$0.00$0.23$0.23$0.00
2012Summary only. Only limited summary data is available for this year.$4.22$0.00$0.23$0.23$0.00
2011Summary only. Only limited summary data is available for this year.$4.22$0.00$0.21$0.22$0.01