Civic Intelligence

Lois Marler Trust Fund

990 • Fiscal year 2021 • EIN 72-6133653

Jul 01, 2020 to Jun 30, 2021 • Filed on Feb 13, 2022

Organization ProfileN/A
122 Camelia AvenueDequincy, LA 70633

(337) 794-6877

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

11th percentile

-29%

Higher net margin than 11% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

68th percentile

16%

Faster asset growth than 68% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

12th percentile

-28%

Faster revenue growth than 12% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,800,925

Up $246,772 (+16%) from 2020

Net Assets

Up

$1,800,925

Up $246,772 (+16%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin11th percentile

Revenue

Down

$67,891

Down $25,819 (-28%) from 2020

Expenses

Down

$87,250

Down $25 (-0.0%) from 2020

Net Income

Down

-$19,359

Down $25,794 (-401%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2016: $1,550,227Liabilities 2016: $0Net Assets 2016: $1,550,2272016Assets 2017: $1,659,452Liabilities 2017: $0Net Assets 2017: $1,659,4522017Assets 2018: $1,617,850Liabilities 2018: $0Net Assets 2018: $1,617,8502018Assets 2019: $1,503,570Liabilities 2019: $0Net Assets 2019: $1,503,5702019Assets 2020: $1,554,153Liabilities 2020: $0Net Assets 2020: $1,554,1532020Assets 2021: $1,800,925Liabilities 2021: $0Net Assets 2021: $1,800,9252021Assets 2022: $1,605,183Liabilities 2022: $0Net Assets 2022: $1,605,1832022Assets 2023: $1,618,340Liabilities 2023: $0Net Assets 2023: $1,618,3402023Assets 2024: $1,722,705Liabilities 2024: $0Net Assets 2024: $1,722,7052024Assets 2025: $1,784,177Liabilities 2025: $0Net Assets 2025: $1,784,1772025

Highlighted filing

2021

Assets$1,800,925
Liabilities$0
Net Assets$1,800,925
Open 2021 Filing

Operations Trend

Revenue Growth12th percentile

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

$200K$100K$0-$100KRevenue 2016: $28,935Expenses 2016: $77,794Net Income 2016: -$48,8592016Revenue 2017: $65,699Expenses 2017: $71,280Net Income 2017: -$5,5812017Revenue 2018: $48,803Expenses 2018: $88,275Net Income 2018: -$39,4722018Revenue 2019: $51,314Expenses 2019: $88,256Net Income 2019: -$36,9422019Revenue 2020: $93,710Expenses 2020: $87,275Net Income 2020: $6,4352020Revenue 2021: $67,891Expenses 2021: $87,250Net Income 2021: -$19,3592021Revenue 2022: $85,984Expenses 2022: $80,250Net Income 2022: $5,7342022Revenue 2023: $85,981Expenses 2023: $85,250Net Income 2023: $7312023Revenue 2024: $43,631Expenses 2024: $98,250Net Income 2024: -$54,6192024Revenue 2025: $22,785Expenses 2025: $115,777Net Income 2025: -$92,9922025

Highlighted filing

2021

Revenue$67,891
Expenses$87,250
Net Income-$19,359
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Feb 13, 2022
Return Version
2020v4.1
Gross Receipts
$88,436
Mission and Program Overview

Mission

Finance christian endeavors and support childrens homes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,554,153$1,800,925▲ $246,772
Investments in Publicly Traded Securities$1,491,512$1,740,810▲ $249,298
Cash and Non-Interest-Bearing Accounts$62,641$60,115▼ $2,526
Total Assets$1,554,153$1,800,925▲ $246,772
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,554,153$1,800,925▲ $246,772
Total Liabilities and Net Assets / Fund Balance$1,554,153$1,800,925▲ $246,772
Compensation and Service Providers
Top Officer Pay46th percentile

Board Members and Trustees

NameTitle
Roger D CreelTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$67,891
Other Revenue
$0
Change in Net Assets
$-19,359
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$74,000
Other Expenses$13,250
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$74,000--$74,000
Other Expenses$12,000--$12,000
Fees for Services Legal$1,250--$1,250
Total Functional Expenses$87,250$0$0$87,250
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Palmer Home for ChildrenColumbus, MS-General Support-
Tupelo Childrens MansionTupelo, MS---
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“Pt vi, line 11b no review was or will be conducted”

Form 990 availability to public Part VI line 18

“Pt vi, line 19 no documents available to the public”

Governing documents etc available to public Part VI line 19

“Pt vi, line 19 no documents available to the public”

Filing and Contact Details

Filer

Filer Name
Lois Marler Trust Fund
EIN
72-6133653
Address
122 CAMELIA AVENUE, DEQUINCY, LA 70633

Signing Officer

Name
Roger Creel
Title
Trustee
Phone
3377946877
Signed
2022-02-13
Discuss with paid preparer
No

Organization Details

Formed
1989
Legal Domicile
La
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Andy K Kaough CPA LLC
Address
P O Box 4162, Lake Charles, LA 70606
Preparer
Andy K Kaough CPA
Phone
3374268500
Supplemental Narrative

Additional Explanations

List of other expenses Part IX line 24E

“Trustee expense - $12,000.00”

Raw XML Appendix370 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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IRS990ScheduleI/RecipientTable/USAddress/CityNm0COLUMBUS
IRS990ScheduleI/RecipientTable/USAddress/CityNm1TUPELO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1MS
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd039703
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd138802
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PT VI, LINE 11B NO REVIEW WAS OR WILL BE CONDUCTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PT VI, LINE 19 NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PT VI, LINE 19 NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRUSTEE EXPENSE - $12,000.00
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 availability to public Part VI line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3List of other expenses Part IX line 24e
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01554153
IRS990/TotalAssetsEOYAmt01800925
IRS990/TotalAssetsGrp/BOYAmt01554153
IRS990/TotalAssetsGrp/EOYAmt01800925
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt087250
IRS990/TotalFunctionalExpensesGrp/TotalAmt087250
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01800925
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt087250
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt067891
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt067891
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01554153
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01800925
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Roger Creel
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03377946877
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-13
ReturnHeader/DisasterReliefTxt0Louisiana-Hurricane Ida-FEMA4611-DR
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOIS MARLER TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0LOIS
ReturnHeader/Filer/EIN0726133653
ReturnHeader/Filer/USAddress/AddressLine1Txt0122 CAMELIA AVENUE
ReturnHeader/Filer/USAddress/CityNm0DEQUINCY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd070633
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0462171794
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Andy K Kaough CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O Box 4162
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lake Charles
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd070606
ReturnHeader/PreparerPersonGrp/PhoneNum03374268500
ReturnHeader/PreparerPersonGrp/PreparationDt02022-02-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Andy K Kaough CPA
ReturnHeader/ReturnTs02022-02-13T13:51:54-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Roger
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Creel
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,800,925
Liabilities
$0
Net assets
$1,800,925
Revenue
$67,891
Expenses
$87,250
Net income
-$19,359
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.02$0.12$0.09
2024Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.04$0.10$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.09$0.09$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.09$0.08$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.07$0.09$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.09$0.09$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.05$0.09$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.05$0.09$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.07$0.07$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.03$0.08$0.05