Civic Intelligence

The Monti Inc

EIN 27-2081665 • 501(c)3 • Chapel Hill, NC

Profile

To create community through the telling of stories.

808 Greenwood RoadChapel Hill, NC 27514

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

38th percentile

-3.7%

Higher net margin than 38% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

87th percentile

$18,000

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 36.2% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

28th percentile

-28%

Faster asset growth than 28% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

23rd percentile

-39%

Faster revenue growth than 23% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$4,685

Down $1,840 (-28%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Down

$4,685

Down $1,840 (-28%) from 2020

Operations
Liabilities / Revenue62nd percentileNet Margin38th percentile

Revenue

Down

$49,762

Down $31,794 (-39%) from 2020

Expenses

Down

$51,602

Down $29,631 (-36%) from 2020

Net Income

Down

-$1,840

Down $2,163 (-670%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth28th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20K$15K$10K$5.0K$0Assets 2015: $8,117Liabilities 2015: $927Net Assets 2015: $7,1902015Assets 2016: $12,137Liabilities 2016: $602Net Assets 2016: $11,5352016Assets 2017: $6,362Liabilities 2017: $185Net Assets 2017: $6,1772017Assets 2018: $16,027Liabilities 2018: $0Net Assets 2018: $16,0272018Assets 2019: $6,202Liabilities 2019: $0Net Assets 2019: $6,2022019Assets 2020: $6,525Liabilities 2020: $0Net Assets 2020: $6,5252020Assets 2021: $4,685Liabilities 2021: $0Net Assets 2021: $4,6852021

Highlighted filing

2021

Assets$4,685
Liabilities$0
Net Assets$4,685
Open 2021 Filing

Operations Trend

Revenue Growth23rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2015: $73,926Expenses 2015: $81,899Net Income 2015: -$7,9732015Revenue 2016: $69,863Expenses 2016: $65,518Net Income 2016: $4,3452016Revenue 2017: $63,657Expenses 2017: $69,015Net Income 2017: -$5,3582017Revenue 2018: $56,982Expenses 2018: $47,132Net Income 2018: $9,8502018Revenue 2019: $68,954Expenses 2019: $78,779Net Income 2019: -$9,8252019Revenue 2020: $81,556Expenses 2020: $81,233Net Income 2020: $3232020Revenue 2021: $49,762Expenses 2021: $51,602Net Income 2021: -$1,8402021

Highlighted filing

2021

Revenue$49,762
Expenses$51,602
Net Income-$1,840
Open 2021 Filing

Filings

Most recent year

2021 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$4,685
Liabilities
$0
Net assets
$4,685
Revenue
$49,762
Expenses
$51,602
Net income
-$1,840
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.69$0.00$4.69$49.8$51.6$1.84
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.53$0.00$6.53$81.6$81.2$0.32
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.20$0.00$6.20$69.0$78.8$9.83
2018Detailed filing. Detailed filing data is available for this year.$16.0$0.00$16.0$57.0$47.1$9.85
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.36$0.19$6.18$63.7$69.0$5.36
2016Detailed filing. Detailed filing data is available for this year.$12.1$0.60$11.5$69.9$65.5$4.35
2015Detailed filing. Detailed filing data is available for this year.$8.12$0.93$7.19$73.9$81.9$7.97
Latest Detailed Filing

The latest 2021 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2018 below.

Jump To
Filing Snapshot
Filing Period
Feb 1, 2017 to Jan 31, 2018
Signed
Dec 17, 2018
Return Version
2017v2.2
Gross Receipts
$56,982
Mission and Program Overview

Mission

Create community through story-telling

Program Services

DescriptionGrantsExpenses
This fiscal year had 19 live shows with over 6500 participants Continued programs at Duke Univ and Univ of NC to help students communicate through story-telling-$40,631
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeffrey PolishExecutive DirectorFT$18,000-$18,000
Edward C BoltzPresident-$0--
Sarah FordSecretary-$0--
Carter KershTreasurer-$0--
Noah Rosenblatt-FarrellBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
The Monti Inc
EIN
27-2081665
Address
808 Greenwood Road, Chapel Hill, NC 27514

Signing Officer

Name
Edward C Boltz
Title
President
Phone
9194283529
Signed
2018-12-17
Discuss with paid preparer
Yes

Preparer

Firm
Sharon V Anderson CPA PC
Address
420 Ridgecrest Drive, Chapel Hill, NC 27514
Preparer
Sharon V Anderson CPA
Phone
9199606072
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountDepreciation from 4562 1,025Dues and fees 120Equipment rental, sound, venue 9,334Marketing 735Supplies 853Travel and meetings 1,412”

Description of other assets Part II line 24

“Category Beginning of Year End of YearCameras and lens, net of AD 2,171 0New cameras 0 4,285”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearAccrued payroll taxes 185 0”

Raw XML Appendix159 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Jeff Polish
IRS990EZ/BooksInCareOfDetail/PhoneNum09194283529
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0808 Greenwood Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Chapel Hill
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027514
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt04191
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011742
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09850
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt08534
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt06362
IRS990EZ/Form990TotalAssetsGrp/EOYAmt016027
IRS990EZ/GrossReceiptsAmt056982
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06177
IRS990EZ/NetAssetsOrFundBalancesEOYAmt016027
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06177
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt016027
IRS990EZ/OccupancyRentUtltsAndMaintAmt01730
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt445.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt418000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Edward C Boltz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sarah Ford
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Carter Kersh
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Noah Rosenblatt-Farrell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jeffrey Polish
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Board member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Executive Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02171
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04285
IRS990EZ/OtherExpensesTotalAmt013479
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Create community through story-telling
IRS990EZ/PrintingPublicationsPostageAmt04012
IRS990EZ/ProgramServiceRevenueAmt056982
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0This fiscal year had 19 live shows with over 6500 participants Continued programs at Duke Univ and Univ of NC to help students communicate through story-telling
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt040631
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt019377
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0185
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt047132
IRS990EZ/TotalProgramServiceExpensesAmt040631
IRS990EZ/TotalRevenueAmt056982
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt056982
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt063657
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt069863
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt073926
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt045113
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0309541
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0309541
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt056982
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt063657
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt069863
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt073926
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt045113
IRS990ScheduleA/Total509Grp/TotalAmt0309541
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt056982
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt063657
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt069863
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt073926
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt045113
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0309541
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountDepreciation from 4562 1,025Dues and fees 120Equipment rental, sound, venue 9,334Marketing 735Supplies 853Travel and meetings 1,412
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearCameras and lens, net of AD 2,171 0New cameras 0 4,285
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearAccrued payroll taxes 185 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Edward C Boltz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09194283529
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-12-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Monti Inc
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0272081665
ReturnHeader/Filer/USAddress/AddressLine1Txt0808 Greenwood Road
ReturnHeader/Filer/USAddress/CityNm0Chapel Hill
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027514
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08C2DBC7356D12BE9C67D1678A9E0F330A66F3826
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08C2DBC7356D12BE9C67D1678A9E0F330A66F3826
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId06930652018351kek2b3f
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-12-17
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.212.108.149
ReturnHeader/FilingSecurityInformation/IPDt02018-12-17
ReturnHeader/FilingSecurityInformation/IPTm020:39:36
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0550912119
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sharon V Anderson CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0420 Ridgecrest Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Chapel Hill
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027514
ReturnHeader/PreparerPersonGrp/PhoneNum09199606072
ReturnHeader/PreparerPersonGrp/PreparationDt02018-12-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sharon V Anderson CPA
ReturnHeader/ReturnTs02018-12-17T20:31:49-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-02-01
ReturnHeader/TaxPeriodEndDt02018-01-31
ReturnHeader/TaxYr02017

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