Civic Intelligence

Montera Endowed Scholarship Fund

990PF • Fiscal year 2012 • EIN 20-1859199

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 08, 2013

134 Oak Avenue80615
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

33rd percentile

-6.2%

Faster asset growth than 33% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$393,943

Down $25,901 (-6.2%) from 2011

Net Assets

$393,943

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$79,260

Up $48,522 (+158%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $419,844Liabilities 2011: $02011Assets 2012: $393,943Liabilities 2012: $0Net Assets 2012: $393,9432012Assets 2013: $381,099Liabilities 2013: $0Net Assets 2013: $381,0992013Assets 2014: $391,837Liabilities 2014: $0Net Assets 2014: $391,8372014Assets 2015: $395,127Liabilities 2015: $0Net Assets 2015: $395,1272015Assets 2016: $374,237Liabilities 2016: $0Net Assets 2016: $374,2372016Assets 2017: $364,582Liabilities 2017: $0Net Assets 2017: $364,5822017Assets 2018: $368,736Liabilities 2018: $0Net Assets 2018: $368,7362018Assets 2019: $353,682Liabilities 2019: $0Net Assets 2019: $353,6822019Assets 2020: $385,358Liabilities 2020: $0Net Assets 2020: $385,3582020Assets 2021: $423,571Liabilities 2021: $0Net Assets 2021: $423,5712021Assets 2022: $454,920Liabilities 2022: $0Net Assets 2022: $454,9202022Assets 2023: $481,796Liabilities 2023: $0Net Assets 2023: $481,7962023Assets 2024: $541,957Liabilities 2024: $0Net Assets 2024: $541,9572024

Highlighted filing

2012

Assets$393,943
Liabilities$0
Net Assets$393,943

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $33,730Expenses 2011: $30,738Net Income 2011: $2,9922011Expenses 2012: $79,2602012Revenue 2013: $56,875Expenses 2013: $69,719Net Income 2013: -$12,8442013Revenue 2014: $79,922Expenses 2014: $69,184Net Income 2014: $10,7382014Revenue 2015: $59,297Expenses 2015: $56,007Net Income 2015: $3,2902015Revenue 2016: $49,796Expenses 2016: $70,686Net Income 2016: -$20,8902016Revenue 2017: $25,887Expenses 2017: $35,542Net Income 2017: -$9,6552017Revenue 2018: $38,826Expenses 2018: $34,672Net Income 2018: $4,1542018Revenue 2019: $38,601Expenses 2019: $53,655Net Income 2019: -$15,0542019Revenue 2020: $54,845Expenses 2020: $23,169Net Income 2020: $31,6762020Revenue 2021: $55,856Expenses 2021: $17,643Net Income 2021: $38,2132021Revenue 2022: $55,025Expenses 2022: $23,676Net Income 2022: $31,3492022Revenue 2023: $51,531Expenses 2023: $24,655Net Income 2023: $26,8762023Revenue 2024: $74,935Expenses 2024: $14,774Net Income 2024: $60,1612024

Highlighted filing

2012

Revenue-
Expenses$79,260
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 8, 2013
Return Version
2012v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard L MonfortSec/Treas-$0--
Richard A MonteraPresident-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-General PurposePublicFort Collins, CO, US$22,500
Paid Grant-ScholarshipPublicMadison, WI, US$5,000
Paid Grant-ScholarshipPublicOmaha, NE, US$5,000
Paid Grant-ScholarshipPublicOmaah, NE, US$5,000
Paid Grant-ScholarshipPublicGreeley, CO, US$5,000
Paid Grant-ScholarshipPublicGreeley, CO, US$5,000
Paid Grant-ScholarshipPublicGreeley, CO, US$5,000
Paid Grant-ScholarshipPublicGreeley, CO, US$5,000
Paid Grant-ScholarshipPublicEaton, CO, US$4,500
Paid Grant-ScholarshipPublicGreeley, CO, US$3,560
Paid Grant-ScholarshipPublicOmaha, NE, US$2,611
Paid Grant-ScholarshipPublicGreeley, CO, US$1,937
Paid Grant-ScholarshipPublicGreeley, CO, US$1,708
Paid Grant-ScholarshipPublicGreeley, CO, US$1,445
Filing and Contact Details

Filer

EIN
20-1859199
Raw XML Appendix383 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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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Richard L Monfort
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Richard A Montera
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IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10Montera Endowed Scholarship Fu
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber09704541357
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10134 Oak Avenue
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0Provided by employer to which the program relates.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0Dave Evans
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber09704541357
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IRS990PF/SupplementaryInformation/ContributingManager0Richard L Monfort
IRS990PF/SupplementaryInformation/ContributingManager1Richard A Montera
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0Eaton Baseball
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1University of Wisconsin
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3ITT Tech Inst on behalf of Cody Han
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName4Univ Neb-Omaha on behalf of Taylor
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName5Univ North CO on behalf Steven Weig
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName6Univ North CO on behalf Blair Peter
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName7Univ North CO on behalf of Justin M
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName8Univ North CO on behalf of Shay Sti
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName9Aims CC on behalf of Michelle Wicke
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName10Aims CC on behalf of Steven Weigand
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName11Aims CC on behalf of Ryan Ledbetter
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName12Univ Neb-Omaha on behalf of Taylor
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName13Colorado State University
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship7None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship8None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship9None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship10None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship11None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship12None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship13None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10114 Park Ave Attn Jim Danly
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11500 Lincoln Dr
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine125401 W 20th Street
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine139814 M Street
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine146506 University Dr South
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine152901 South 27th Avenue
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine162901 South 27th Avenue
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine172901 South 27th Avenue
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine182901 South 27th Avenue
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine195401 W 20th Street
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1105401 W 20th Street
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1116401 W 20th Street
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1126506 University Dr South
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1131062 Campus Delivery
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0Eaton
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1Madison
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2Greeley
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3Omaha
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4Omaah
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5Greeley
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6Greeley
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7Greeley
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8Greeley
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City9Greeley
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City10Greeley
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City11Greeley
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City12Omaha
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City13Fort Collins
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2CO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3NE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4NE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5CO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6CO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7CO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State8CO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State9CO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State10CO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State11CO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State12NE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State13CO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode080615
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode153706
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode280634
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode368127
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode468182
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode580634
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode680634
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode780634
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode880634
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode980634
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1080634
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1180634
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1268182
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1380523
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear073261
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear025922
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted025922
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1027075
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear208851
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear086264
IRS990PF/UndistributedIncome/ExcessFromCurrentYear050338
IRS990PF/UndistributedIncome/ExcessFromYear1027075
IRS990PF/UndistributedIncome/ExcessFromYear208851
IRS990PF/UndistributedIncome/QualifyingDistributions076260
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus050338
IRS990PF/UndistributedIncome/TotalCorpus086264
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover035926
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherExpensesSchedule/OtherExpenses/Description0Investment Management Fees
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps02871
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome02872
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks05743
TaxesSchedule/Taxes/Amount0156
TaxesSchedule/Taxes/Category0Foreign Taxes
TaxesSchedule/Taxes/DisbursementsCharitablePrps078
TaxesSchedule/Taxes/NetInvestmentIncome078
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0201859199
ReturnHeader/Filer/Name/BusinessNameLine10Montera Endowed Scholarship Fund
ReturnHeader/Filer/NameControl0MONT
ReturnHeader/Filer/Phone09704541357
ReturnHeader/Filer/USAddress/AddressLine10134 Oak Avenue
ReturnHeader/Filer/USAddress/City0Eaton
ReturnHeader/Filer/USAddress/State0CO
ReturnHeader/Filer/USAddress/ZIPCode080615
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-11-08
ReturnHeader/Officer/Name0Richard A Montera
ReturnHeader/Officer/Title0President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10DUNN HENRITZE LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10215 W OAK ST STE 1100
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0FORT COLLINS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0805212733
ReturnHeader/Preparer/Name0Dean Dunn
ReturnHeader/Preparer/Phone09704077215
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-08T09:03:44-08:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.42$0.00$5.42$0.75$0.15$0.60
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.82$0.00$4.82$0.52$0.25$0.27
2022Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$0.55$0.24$0.31
2021Detailed filing. Detailed filing data is available for this year.$4.24$0.00$4.24$0.56$0.18$0.38
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.85$0.00$3.85$0.55$0.23$0.32
2019Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$0.39$0.54$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.69$0.00$3.69$0.39$0.35$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.65$0.00$3.65$0.26$0.36$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.74$0.00$3.74$0.50$0.71$0.21
2015Detailed filing. Detailed filing data is available for this year.$3.95$0.00$3.95$0.59$0.56$0.03
2014Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.80$0.69$0.11
2013Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$0.57$0.70$0.13
2012Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$0.79
2011Summary only. Only limited summary data is available for this year.$4.20$0.00$0.34$0.31$0.03