Civic Intelligence

Montera Endowed Scholarship Fund

990PF • Fiscal year 2015 • EIN 20-1859199

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 10, 2016

134 Oak AvenueEaton, CO 80615

(970) 454-1357

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.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

56th percentile

5.5%

Higher net margin than 56% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

52nd percentile

0.8%

Faster asset growth than 52% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

20th percentile

-26%

Faster revenue growth than 20% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$395,127

Up $3,290 (+0.8%) from 2014

Net Assets

Up

$395,127

Up $3,290 (+0.8%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$59,297

Down $20,625 (-26%) from 2014

Expenses

Down

$56,007

Down $13,177 (-19%) from 2014

Net Income

Down

$3,290

Down $7,448 (-69%) from 2014

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

2015

Assets$395,127
Liabilities$0
Net Assets$395,127

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

2015

Revenue$59,297
Expenses$56,007
Net Income$3,290
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 10, 2016
Return Version
2015v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard A MonteraPresident-$0--
Richard L MonfortSec/Treas-$0--
Filing and Contact Details

Filer

Filer Name
Montera Endowed Scholarship Fund
EIN
20-1859199
Phone
9704541357
Address
134 Oak Avenue, Eaton, CO 80615

Signing Officer

Name
Richard A Montera
Title
President
Signed
2016-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Dunn Henritze Maline Llp
Address
215 W OAK ST STE 1100, FORT COLLINS, CO 80521-2733
Preparer
Robin Palmer
Phone
9703724160
Raw XML Appendix341 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Richard A Montera
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Richard L Monfort
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Sec/Treas
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Grants provided under an employer-related program to children of employees of the employer to which the program relates pursuant to Rev. Proc. 76-47.
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Richard A Montera
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Richard L Monfort
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Colorado State University Foundatio
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1University of Northern Colorado
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Colorado State University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Front Range Community College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Mid-Plains Community College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Aims Community College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6Aims Community College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0601 South Howes Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1on behalf of Seth Weigandt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2on behalf of Heath Long
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3on behalf of Simon Morales
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4on behalf of Dustin P Horton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5on behalf of Bree Maag
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6on behalf of Louis Proano
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Fort Collins
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Greeley
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Fort Collins
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Fort Collins
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4North Platte
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Greeley
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Greeley
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd080523
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd180639
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd280523
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd380526
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd469101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd580634
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd680634
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt047896
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt026382
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt026382
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt037385
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt039181
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt050338
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt027075
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt08851
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt08851
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0179762
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt025783
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt037385
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt039181
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt050338
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt027075
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt052165
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt025783
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0188613
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0162830
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Investment Management Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Miscellaneous
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt02967
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11252
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02967
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05934
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11252
TaxesSchedule/TaxesDetail/Amt0767
TaxesSchedule/TaxesDetail/Amt158
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Taxes
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Taxes
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt058
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Richard A Montera
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Montera Endowed Scholarship Fund
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0201859199
ReturnHeader/Filer/PhoneNum09704541357
ReturnHeader/Filer/USAddress/AddressLine1Txt0134 Oak Avenue
ReturnHeader/Filer/USAddress/CityNm0Eaton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080615
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DUNN HENRITZE MALINE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0215 W OAK ST STE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT COLLINS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0805212733
ReturnHeader/PreparerPersonGrp/PhoneNum09703724160
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robin Palmer
ReturnHeader/ReturnTs02016-11-10T07:17:48-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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