Civic Intelligence
Contractor

Monticello Associates

10 customers • 16 returns • Latest tax year 2018

Investment ManagementInvestment AdvisorInvestment ConsultingAdvisory ServicesINVESTMENT AdvisorInvestment AdvisorsInvestment ConsultantInvestment Consulting Services

Customers

10

Returns

16

Total Compensation

$3,506,250

Customers

OrganizationEINReturnsLatest YearServicesCompensation
The Cleveland Foundation34-071458822013INVESTMENT Advisor • Investment Advisor$800,000
American Academy in Rome13-162388162018Investment Management$750,000
The Elizabeth Gamble Deaconess Home31-108275612013Advisory Services$500,000
Trustees of Phillips Academy04-210357912013Investment Advisors$350,000
Board of Trustees of Whitman College91-056774012013Investment Consulting Services$250,000
The Denver Foundation84-604838112013Investment Consultant$250,000
Minneapolis Society of Fine Arts DBA Minneapolis Institute of Arts41-069391512014Investment Advisor$200,000
Colorado School of Mines Foundation84-050906412013Investment Consulting$150,000
Virginia Museum of Fine Arts Foundation51-020533312013Investment Consulting$131,250
The Thacher School Inc95-164239812013Investment Advisor$125,000

Returns

Tax YearOrganizationTypeServicesLocationCompensationReturn
2018American Academy in Rome990Investment Management-$125,000View return
2018American Academy in Rome990Investment Management-$125,000View return
2017American Academy in Rome990Investment Management-$125,000View return
2016American Academy in Rome990Investment Management-$125,000View return
2015American Academy in Rome990Investment Management-$125,000View return
2015American Academy in Rome990Investment Management-$125,000View return
2014Minneapolis Society of Fine Arts DBA Minneapolis Institute of Arts990Investment Advisor-$200,000View return
2013The Elizabeth Gamble Deaconess Home990Advisory Services-$500,000View return
2013The Cleveland Foundation990Investment Advisor-$400,000View return
2013The Cleveland Foundation990INVESTMENT Advisor-$400,000View return
2013Trustees of Phillips Academy990Investment Advisors-$350,000View return
2013The Denver Foundation990Investment Consultant-$250,000View return
2013Board of Trustees of Whitman College990Investment Consulting Services-$250,000View return
2013Colorado School of Mines Foundation990Investment Consulting-$150,000View return
2013Virginia Museum of Fine Arts Foundation990Investment Consulting-$131,250View return
2013The Thacher School Inc990Investment Advisor-$125,000View return