Lois M Collier Charitable Trust
Lois M Collier Charitable Trust consistently disburses funds for charitable purposes with no executive compensation.
EIN: 207437674 · Palm Beach, FL · NTEE: T22 · Updated: 2026-03-28
Source Check Matrix
What Has Been Verified vs. What Needs Human Review
Identity resolved verified
Lois M Collier Charitable Trust is mapped to EIN 207437674.
IRS BMF exempt record needs review
Open IRS TEOS or BMF source before relying on exemption status.
IRS Pub 78 deductibility needs review
Pub 78 eligibility should be verified in IRS TEOS before money changes hands.
IRS automatic revocation needs review
Check the official auto-revocation bulk source or cached evidence before relying on current exemption.
IRS Form 990 index verified
9 stored filing years available.
Raw 990 source linked
Open ProPublica to verify the raw filing record and PDFs.
Filing depth verified
9 stored filing years available.
State charity registration manual confirmation
Open Florida charity search; the workflow stops for human confirmation unless a stable source is cached.
Candid / GuideStar profile api pending
Candid API access is not configured; open manually and do not count as verified evidence.
Charity Navigator rating api pending
Charity Navigator API access is not configured; open manually and do not count as verified evidence.
Source and Resolution Links
Finish the Investigation Outside Our Dataset
When the answer lives with the IRS, ProPublica, Candid, Charity Navigator, or the nonprofit itself, NonprofitSpending links out instead of trapping the user on a partial answer.
IRS tax-exempt lookup
Verify exemption status and deductibility directly with the IRS.
IRS bulk evidence downloads
Check Pub 78, automatic revocation, 990-N, and Form 990 bulk evidence sources.
IRS EO BMF extract
Open the official Business Master File extract source for tax-exempt organization records.
ProPublica 990 source
Open the raw filing record and filing PDFs outside NonprofitSpending.
Florida charity search
Confirm state charity registration or solicitation status where applicable.
Candid profile search
Look for GuideStar/Candid profile details, programs, leadership, and seals.
Charity Navigator search
Check whether another evaluator has ratings or impact context.
Workflow Engine
Queries We Should Resolve, Not Just Answer
Search Console demand points to task completion. Each workflow can run calculations, source checks, external lookups, comparisons, and report/export capture around this nonprofit.
Verify tax status Runnable
Triggered by: 501(c)(3), tax deductible, EIN
IRS status check plus source links
Verify official evidence Runnable
Triggered by: IRS Pub 78, BMF, revocation, 990 index, state registration
Official-source evidence matrix with human stops where a state portal must be checked.
Resolve tax deductibility Runnable
Triggered by: is my donation tax deductible, Pub 78, donor receipt
Pub 78, BMF, and revocation checks turned into a donor-safe deductibility path.
Check state solicitation Runnable
Triggered by: allowed to solicit, charity registration, state compliance
Official state regulator route with human confirmation when no reliable API exists.
Find source filings Runnable
Triggered by: 990 PDF, annual report, filing record
9 stored filing years plus ProPublica source
Crunch money signals Runnable
Triggered by: program expense ratio, CEO salary, revenue, grants
100% program spend, health grade B
Compare alternatives Runnable
Triggered by: best charities, similar nonprofits, compare
4 peer options surfaced
Resolve leadership and board Runnable
Triggered by: executive team, trustees, officer pay
Use 990 compensation disclosures and external profile links.
Analyze executive compensation Runnable
Triggered by: CEO salary, excessive compensation, officer pay
Officer-pay context against revenue, filings, state/category compensation, and source records.
Donation decision copilot Runnable
Triggered by: should I donate, give or compare, charity safety
Eligibility, money signals, sources, peer context, and next action.
Grantmaker due diligence Runnable
Triggered by: foundation review, grant risk, grantee capacity
Foundation-style packet across filings, finances, governance, and gaps.
Build grant/funder shortlist Runnable
Triggered by: find funders, grantee shortlist, mission fit
Geography, cause, evidence gaps, and peers converted into a funder/grantee action path.
Impact evidence finder Runnable
Triggered by: outcomes, annual report, cost effectiveness
Separate actual impact evidence from raw 990 financial cleanliness.
Room for more funding Runnable
Triggered by: would my donation help, funding gap, marginal impact
Revenue trend, runway, surplus/deficit, and source follow-ups.
Operator transparency diagnostic Runnable
Triggered by: how does my nonprofit look to donors
Profile, filing, impact, and transparency improvements to earn trust.
Create compliance monitor Runnable
Triggered by: watch new 990, revocation, Pub 78, registration changes
Monitoring plan for IRS status, new filings, revocation signals, and state follow-ups.
| Metric | Value |
|---|---|
| Total Revenue | $11.9M |
| Total Expenses | $3.7M |
| Program Spending | 100% |
| CEO/Top Officer Pay | $30 |
| Net Assets | $30.2M |
| Transparency Score | 95/100 |
Search Intent Cockpit
Lois M Collier Charitable Trust Form 990, Revenue, CEO Pay, and IRS Filing Signals
Lois M Collier Charitable Trust is surfaced here as a decision-ready nonprofit financial profile, not just a charity listing. The page consolidates IRS Form 990 revenue, expenses, assets, tax-exempt classification, executive compensation, mission score, red flags, and year-by-year filing history so donors, researchers, journalists, and grant teams can answer the common search questions around Lois M Collier Charitable Trust in one place.
Form 990 Filing Summary
9 filing years are available, with latest revenue of $872K and expenses of $3.7M.
Revenue and Expenses
Lois M Collier Charitable Trust reported $872K in revenue and $3.7M in expenses, a deficit of $2.8M.
Executive Compensation
Top officer compensation appears as $30 in the stored analysis, with context against revenue and expenses below.
Charity Score and Red Flags
95/100 mission score, 0 red flags, and 4 strengths are shown from structured and AI review.
Is Lois M Collier Charitable Trust Legit?
Appears Legitimate
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
IRS 990 Data Cockpit
Where the Money Comes From and Where It Goes
Revenue Source Mix
Revenue-source line items are not available on the stored filing yet. Future ingestion now preserves contribution, program-revenue, and investment-income fields when ProPublica provides them.
Expense Deployment
| Program services | $3.7M (100%) |
Across stored filings, Lois M Collier Charitable Trust shows contribution history pending. Next enrichment targets: revenue-source fields, IRS BMF classification.
Decision Cockpit
One-Stop Donor, Research, and Peer Context Hub
| Decision Lens | Signal | What to Inspect Next |
|---|---|---|
| Legitimacy | Appears Legitimate | Good filing record; no red flags identified |
| Mission spend | 100% to programs | Excellent |
| Financial durability | Grade B | 9 stored filing years |
| Peer context | Compare with Cornelia Warren Community Assn Inc | Florida and Philanthropy context |
Trust Check
Review legitimacy, deductibility, red flags, and filing consistency.
Open charity check →Peer Benchmark
Compare against real state and category peers.
Compare with Cornelia Warren Community Assn Inc →All Florida nonprofits
All Philanthropy
Local and Sector Spokes
Move into this nonprofit's local market, category, and sector maps.
Palm Beach, FL nonprofitsPhilanthropy in Florida
Public Benefit in Florida
Follow the Money
Jump into spending, compensation, rankings, and filing-year evidence.
State spending analysisState compensation analysis
Philanthropy spending
Best Philanthropy charities in Florida
Relevant rankings
Donation Decision Flow
From Trust Check to Better Alternatives
Alternative Shopping
Similar Nonprofits Donors Should Compare
Pensacola Beach Elementary School Charter School
Pensacola Bch, FL · $1.2M revenue · Score 92/100
Compare side-by-sideReaching U A Foundation For Uruguay
Key Biscayne, FL · $1.7M revenue · Score 90/100
Compare side-by-sideCornelia Warren Community Assn Inc
Vero Beach, FL · $1.6M revenue · Score 90/100
Compare side-by-sideFlorida Assisted Living Affiliation
Tallahassee, FL · $1.3M revenue · Score 90/100
Compare side-by-sideNext Best Actions
Keep the Investigation Moving
Research Workflow
Turn this Form 990 profile into a donor-ready report
Request a concise report for Lois M Collier Charitable Trust with revenue, expenses, executive compensation, red flags, peer context, and IRS source links. You can also request CSV exports or watchlist updates for future filings.
Early access request only. Reports and exports are informational and based on public IRS records, not financial or legal advice.
Lois M Collier Charitable Trust directs 100% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Lois M Collier Charitable Trust
Lois M Collier Charitable Trust (EIN: 207437674) is a nonprofit organization based in Palm Beach, FL, classified under NTEE code T22. The organization reported total revenue of $11.9M and total assets of $27.2M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Lois M Collier Charitable Trust's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Lois M Collier Charitable Trust is a large nonprofit that has been operating for 14 years, with 9 years of IRS 990 filings on record (2011–2022). Revenue has grown at a compound annual rate of 246.8%.
Key Financial Metrics (2022)
From the most recent IRS 990 filing on record:
| Total Revenue | $872K |
| Total Expenses | $3.7M |
| Surplus / Deficit | $-2,833,011 |
| Total Assets | $30.2M |
| Total Liabilities | $1 |
| Net Assets | $30.2M |
| Operating Margin | -324.9% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 97.9 months |
Financial Health Grade: B
In 2022, Lois M Collier Charitable Trust reported a deficit of $2.8M with expenses exceeding revenue, holds 97.9 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 9 years of filings (2011–2022), Lois M Collier Charitable Trust's revenue has grown at a compound annual growth rate (CAGR) of 246.8%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2022 | -65.5% | +23.5% | -8.6% |
| 2021 | +43.0% | -6.4% | -1.4% |
| 2020 | -3.6% | +40.2% | -4.1% |
| 2019 | -90.3% | +2009.9% | +81.1% |
| 2015 | +4160.8% | — | +4236.5% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2012 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Lois M Collier Charitable Trust with a Mission Score of 95 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 0%
- programs: 100%
- fundraising: 0%
According to IRS 990 filings, Lois M Collier Charitable Trust allocates its expenses as follows: admin: 0%, programs: 100%, fundraising: 0%. With 100% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2022)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $2.8M, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
The Lois M Collier Charitable Trust consistently reports 0% officer compensation across all available filings, indicating that no salaries are paid to executives, which is highly efficient for a trust of its size with assets exceeding $30 million.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Strengths
The following positive indicators were identified for Lois M Collier Charitable Trust:
- 100% program spending, with 0% officer compensation reported across all filings.
- Substantial asset base (e.g., $30,233,998 in 202212) provides financial stability.
- Minimal liabilities ($1 or $0) indicate sound financial management.
- Consistent charitable expenditures, even when exceeding annual revenue, demonstrating commitment to mission.
Frequently Asked Questions about Lois M Collier Charitable Trust
Is Lois M Collier Charitable Trust a legitimate charity?
Lois M Collier Charitable Trust (EIN: 207437674) is a registered tax-exempt nonprofit based in Florida. Our AI analysis gives it a Mission Score of 95/100. It has 9 years of IRS 990 filings on record. Total revenue: $11.9M. No red flags identified. 4 strengths noted. Financial health grade: B.
How does Lois M Collier Charitable Trust spend its money?
Lois M Collier Charitable Trust directs 100% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to Lois M Collier Charitable Trust tax-deductible?
Lois M Collier Charitable Trust is registered as a tax-exempt nonprofit (EIN: 207437674). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the Lois M Collier Charitable Trust CEO make?
Lois M Collier Charitable Trust's highest-compensated officer earns $30 annually. The organization reported $11.9M in total revenue. Executive compensation data is disclosed in IRS 990 filings.
How does Lois M Collier Charitable Trust compare to similar nonprofits?
With a transparency score of 95/100 (Excellent), Lois M Collier Charitable Trust is above average for NTEE category T22 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Lois M Collier Charitable Trust located?
Lois M Collier Charitable Trust is headquartered in Palm Beach, Florida and files with the IRS under EIN 207437674. It is classified under NTEE code T22.
How many years of IRS 990 filings does Lois M Collier Charitable Trust have?
Lois M Collier Charitable Trust has 9 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $11.9M in total revenue.
Is Lois M Collier Charitable Trust a good charity?
Based on the available IRS 990 data, the Lois M Collier Charitable Trust appears to be a highly effective and efficient charitable organization. It consistently reports 0% officer compensation, indicating that all expenses are directed towards its mission. Its substantial assets and consistent expenditures on charitable activities, even when exceeding annual revenue, suggest a strong commitment to its purpose.
How does the trust manage its finances given fluctuating revenue?
The trust manages its finances by drawing from its substantial asset base. For example, in 202212, expenses were $3,705,001 while revenue was only $871,990. This gap is covered by its significant assets, which were $30,233,998 in that period, demonstrating a reliance on its endowment to fund its charitable distributions.
What is the primary focus of the trust's spending?
Given the NTEE code T22 (Foundations, Philanthropy, and Grantmaking Foundations) and the 0% officer compensation, the primary focus of the trust's spending is likely grantmaking and direct charitable distributions, with virtually no administrative or fundraising overhead.
Filing History
IRS 990 filing history for Lois M Collier Charitable Trust showing financial trends over 9 years of public records:
Over 9 years of IRS 990 filings (2011–2022), Lois M Collier Charitable Trust's revenue has grown by 87198900%, moving from $1 to $872K. Total assets increased by 302339880% over the same period, from $10 to $30.2M. In its most recent filing year (2022), Lois M Collier Charitable Trust reported a deficit of $2.8M, with expenses exceeding revenue. The organization holds $1 in liabilities against $30.2M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $30.2M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2022 | $872K | $3.7M | $30.2M | $1 | — | View 990 |
| 2021 | $2.5M | $3.0M | $33.1M | $1 | — | View 990 |
| 2020 | $1.8M | $3.2M | $33.5M | $1 | — | View 990 |
| 2019 | $1.8M | $2.3M | $35.0M | $0 | — | View 990 |
| 2015 | $19.0M | $108K | $19.3M | $0 | — | View 990 |
| 2014 | $445K | $0 | $445K | $0 | — | View 990 |
| 2013 | $1 | $0 | $10 | $0 | — | View 990 |
| 2012 | $1 | $0 | $10 | $0 | — | View 990 |
| 2011 | $1 | $0 | $10 | $0 | — | — |
Year-by-Year Financial Summary
- 2022: Revenue of $872K, expenses of $3.7M, and assets of $30.2M (revenue -65.5% year-over-year).
- 2021: Revenue of $2.5M, expenses of $3.0M, and assets of $33.1M (revenue +43.0% year-over-year).
- 2020: Revenue of $1.8M, expenses of $3.2M, and assets of $33.5M (revenue -3.6% year-over-year).
- 2019: Revenue of $1.8M, expenses of $2.3M, and assets of $35.0M (revenue -90.3% year-over-year).
- 2015: Revenue of $19.0M, expenses of $108K, and assets of $19.3M (revenue +4160.8% year-over-year).
- 2014: Revenue of $445K, expenses of $0, and assets of $445K (revenue +44535100.0% year-over-year).
- 2013: Revenue of $1, expenses of $0, and assets of $10 (revenue +0.0% year-over-year).
- 2012: Revenue of $1, expenses of $0, and assets of $10 (revenue +0.0% year-over-year).
- 2011: Revenue of $1, expenses of $0, and assets of $10.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Lois M Collier Charitable Trust:
Data Sources and Methodology
This transparency report for Lois M Collier Charitable Trust is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.