Civic Intelligence

Monterey Senior Citizens Center

990EZ • Fiscal year 2024 • EIN 01-0608338

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 07, 2024

Organization ProfileN/A
105 N Elmore StMonterey, TN 38574

(931) 839-8053

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

27th percentile

-9.7%

Higher net margin than 27% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$14,967

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 20.3% of source-year revenue.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

23rd percentile

-21%

Faster asset growth than 23% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

67th percentile

18%

Faster revenue growth than 67% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$26,040

Down $7,121 (-21%) from 2023

Net Assets

Down

$26,040

Down $7,121 (-21%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin27th percentile

Revenue

Up

$73,560

Up $11,295 (+18%) from 2023

Expenses

Up

$80,681

Up $26,424 (+49%) from 2023

Net Income

Down

-$7,121

Down $15,129 (-189%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$60K$40K$20K$0Assets 2011: $51,203Liabilities 2011: $02011Assets 2012: $42,811Liabilities 2012: $02012Assets 2013: $42,487Liabilities 2013: $02013Assets 2014: $30,257Liabilities 2014: $02014Assets 2015: $42,294Liabilities 2015: $02015Assets 2023: $33,161Liabilities 2023: $0Net Assets 2023: $33,1612023Assets 2024: $26,040Liabilities 2024: $0Net Assets 2024: $26,0402024Assets 2025: $31,717Net Assets 2025: $31,7172025

Highlighted filing

2024

Assets$26,040
Liabilities$0
Net Assets$26,040
Open 2024 Filing

Operations Trend

Revenue Growth67th percentile

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

$100K$50K$0-$50KRevenue 2011: $32,062Expenses 2011: $36,366Net Income 2011: -$4,3042011Revenue 2012: $29,109Expenses 2012: $37,321Net Income 2012: -$8,2122012Revenue 2013: $25,993Expenses 2013: $32,317Net Income 2013: -$6,3242013Revenue 2014: $18,694Expenses 2014: $33,773Net Income 2014: -$15,0792014Revenue 2015: $37,000Expenses 2015: $32,198Net Income 2015: $4,8022015Revenue 2023: $62,265Expenses 2023: $54,257Net Income 2023: $8,0082023Revenue 2024: $73,560Expenses 2024: $80,681Net Income 2024: -$7,1212024Revenue 2025: $87,826Expenses 2025: $82,149Net Income 2025: $5,6772025

Highlighted filing

2024

Revenue$73,560
Expenses$80,681
Net Income-$7,121
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 7, 2024
Return Version
2023v5.1
Gross Receipts
$73,560
Mission and Program Overview

Mission

The monterey senior center will create an environment so seniors can:acknowledge the value of human lifeenhance the dignity and self-worth of seniorscreate a climate of respect, trust, and supportprovide opportunities to apply their wisdom, experience, and skillswe can accomplish these goals by providing informaition and referral, outreach, visitation, health screening, fitness, education and fellowship so seniors can improve their qualify of life.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION PROVIDES MULTIPLE OPPORTUNITIES AND RESOURCES TO AREA SENIORS.-$52,572
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIGITTE DELKExecutive DirectorPT$14,967-$14,967
CHARLES LOOPERChairmanPT$0--
WILLIAM ABSTONSecretary-$0--
LUCY BUTTRAMDirectorPT$0--
ANNELL MORGANDirector-$0--
MELISSA WILLOUGHBYDirector-$0--
BRAD VAUGHNDirector-$0--
JANICE STANSELLVice ChairmanPT$0--
BERNICE DELKDirectorPT$0--
THERESA TAYESDirector-$0--
PATRICIA KINGDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Monterey Activity Center
EIN
01-0608338
Phone
9318398053
Address
105 N ELMORE ST, MONTEREY, TN 38574

Signing Officer

Name
Brigitte Delk
Title
Executive Director
Signed
2024-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Stone and Jones Cpas Pllc
Address
157 LANTANA RD, CROSSVILLE, TN 38555
Preparer
Josh Stone
Phone
9312021670
Supplemental Narrative

Additional Explanations

Other Expenses.1

“EVENTS $21538”

Other Expenses.2

“SUPPLIES $17482”

Other Expenses.3

“Misc program expenses $6692”

Raw XML Appendix167 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MONTEREY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd038574
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt014967
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRIGITTE DELK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHARLES LOOPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WILLIAM ABSTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LUCY BUTTRAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ANNELL MORGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MELISSA WILLOUGHBY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BRAD VAUGHN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JANICE STANSELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8BERNICE DELK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9THERESA TAYES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10PATRICIA KING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Executive Dir.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Vice Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt045712
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE MONTEREY SENIOR CENTER WILL CREATE AN ENVIRONMENT SO SENIORS CAN:ACKNOWLEDGE THE VALUE OF HUMAN LIFEENHANCE THE DIGNITY AND SELF-WORTH OF SENIORSCREATE A CLIMATE OF RESPECT, TRUST, AND SUPPORTPROVIDE OPPORTUNITIES TO APPLY THEIR WISDOM, EXPERIENCE, AND SKILLSWE CAN ACCOMPLISH THESE GOALS BY PROVIDING INFORMAITION AND REFERRAL, OUTREACH, VISITATION, HEALTH SCREENING, FITNESS, EDUCATION AND FELLOWSHIP SO SENIORS CAN IMPROVE THEIR QUALIFY OF LIFE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION PROVIDES MULTIPLE OPPORTUNITIES AND RESOURCES TO AREA SENIORS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt052572
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt026914
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt080681
IRS990EZ/TotalProgramServiceExpensesAmt052572
IRS990EZ/TotalRevenueAmt073560
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt073560
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt045364
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt046043
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt037243
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt038432
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0240642
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0240642
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt046043
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt037243
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt038432
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0240642
IRS990ScheduleA/TotalSupportAmt0240642
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EVENTS $21538
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SUPPLIES $17482
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MISC PROGRAM EXPENSES $6692
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIGITTE DELK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTEREY ACTIVITY CENTER
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0010608338
ReturnHeader/Filer/PhoneNum09318398053
ReturnHeader/Filer/USAddress/AddressLine1Txt0105 N ELMORE ST
ReturnHeader/Filer/USAddress/CityNm0MONTEREY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd038574
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0889388345
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STONE AND JONES CPAS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0157 LANTANA RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CROSSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd038555
ReturnHeader/PreparerPersonGrp/PhoneNum09312021670
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSH STONE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-07T11:43:18-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$26,040
Liabilities
$0
Net assets
$26,040
Revenue
$73,560
Expenses
$80,681
Net income
-$7,121
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$31.7$31.7$87.8$82.1$5.68
2024Detailed filing. Detailed filing data is available for this year.$26.0$0.00$26.0$73.6$80.7$7.12
2023Detailed filing. Detailed filing data is available for this year.$33.2$0.00$33.2$62.3$54.3$8.01
2015Summary only. Only limited summary data is available for this year.$42.3$0.00$37.0$32.2$4.80
2014Summary only. Only limited summary data is available for this year.$30.3$0.00$18.7$33.8$15.1
2013Summary only. Only limited summary data is available for this year.$42.5$0.00$26.0$32.3$6.32
2012Summary only. Only limited summary data is available for this year.$42.8$0.00$29.1$37.3$8.21
2011Summary only. Only limited summary data is available for this year.$51.2$0.00$32.1$36.4$4.30