Civic Intelligence

Montera Endowed Scholarship Fund

990PF • Fiscal year 2020 • EIN 20-1859199

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 21, 2021

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

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

90th percentile

58%

Higher net margin than 90% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

62nd percentile

9.0%

Faster asset growth than 62% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

87th percentile

42%

Faster revenue growth than 87% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$385,358

Up $31,676 (+9.0%) from 2019

Net Assets

Up

$385,358

Up $31,676 (+9.0%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$54,845

Up $16,244 (+42%) from 2019

Expenses

Down

$23,169

Down $30,486 (-57%) from 2019

Net Income

Up

$31,676

Up $46,730 (+310%) from 2019

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

2020

Assets$385,358
Liabilities$0
Net Assets$385,358

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

2020

Revenue$54,845
Expenses$23,169
Net Income$31,676
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 21, 2021
Return Version
2020v4.0
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
2021-10-21
Discuss with paid preparer
Yes

Preparer

Firm
Dryg Butler Cpas Pc
Address
2755 North Garfield Avenue, Loveland, CO 80538
Preparer
Teresa Butler
Phone
9706632020
Raw XML Appendix284 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/DistributableAmountGrp/DistributableAsAdjustedAmt026301
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt026301
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt027017
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0716
IRS990PF/DistributableAmountGrp/TotalTaxAmt0716
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01868
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01084
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0540347
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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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0134 Oak Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1134 Oak Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Eaton
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Dave Evans
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09704541357
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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/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt019162
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt026301
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt07139
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt023611
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05737
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt07215
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt043067
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt025783
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt07139
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt018644
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt079630
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt023611
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05737
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt07215
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt043067
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt019162
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt098274
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0105413
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Investment Management Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt03085
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03085
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06170
TaxesSchedule/TaxesDetail/Amt0707
TaxesSchedule/TaxesDetail/Amt1165
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Taxes
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Taxes
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0165
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Richard A Montera
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-21
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/PreparerFirmEIN0453686247
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DRYG BUTLER CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02755 North Garfield Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Loveland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080538
ReturnHeader/PreparerPersonGrp/PhoneNum09706632020
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Teresa Butler
ReturnHeader/ReturnTs02021-10-21T15:00:06-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Richard A
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Montera
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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
2020Detailed filing. Detailed filing data is available for this year.$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