Civic Intelligence

The Monti Inc

990EZ • Fiscal year 2016 • EIN 27-2081665

Feb 01, 2015 to Jan 31, 2016 • Filed on Jun 03, 2016

Organization ProfileN/A
808 Greenwood RoadChapel Hill, NC 27514

(919) 428-3529

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.05x

Higher debt load relative to assets than 72% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

62nd percentile

0.01x

Higher debt load relative to revenue than 62% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

57th percentile

6.2%

Higher net margin than 57% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

86th percentile

$30,000

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 42.9% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

84th percentile

50%

Faster asset growth than 84% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

40th percentile

-5.5%

Faster revenue growth than 40% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$12,137

Up $4,020 (+50%) from 2015

Net Assets

Up

$11,535

Up $4,345 (+60%) from 2015

Liabilities

Down

$602

Down $325 (-35%) from 2015

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin57th percentile

Revenue

Down

$69,863

Down $4,063 (-5.5%) from 2015

Expenses

Down

$65,518

Down $16,381 (-20%) from 2015

Net Income

Up

$4,345

Up $12,318 (+154%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$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

2016

Assets$12,137
Liabilities$602
Net Assets$11,535
Open 2016 Filing

Operations Trend

Revenue Growth40th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$69,863
Expenses$65,518
Net Income$4,345
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2015 to Jan 31, 2016
Signed
Jun 3, 2016
Return Version
2015v2.1
Gross Receipts
$69,863
Mission and Program Overview

Mission

Create community through story-telling

To create community through the telling of stories.

Program Services

DescriptionGrantsExpenses
The Monti invites people from the community to share personal stories in front of a live audience. During this fiscal year we had 22 shows, with a total of over 6,000 attendees. We also run programs at Duke Univ. and the Univ. of NC to help students learn to communicate effectively through storytelling.-$51,856
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFREY POLISHExecutive DirectorFT$30,000-$30,000
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
Phone
9194283529
Address
808 Greenwood Road, Chapel Hill, NC 27514

Signing Officer

Name
Edward C Boltz
Title
President
Phone
9194283529
Signed
2016-06-03
Discuss with paid preparer
Yes

Preparer

Firm
Sharon V Anderson CPA Pc
Address
420 RIDGECREST DR, CHAPEL HILL, NC 27514-2103
Preparer
Sharon V Anderson CPA
Phone
9199606072
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Bank charges 5.”

Form 990EZ, Part I, Line 16

“Depreciation 1491.”

Form 990EZ, Part I, Line 16

“Dues 599.”

Form 990EZ, Part I, Line 16

“Equipment rental/Sound/Venue 4989.”

Form 990EZ, Part I, Line 16

“Marketing 886.”

Form 990EZ, Part I, Line 16

“Supplies 2535.”

Form 990EZ, Part I, Line 16

“Travel and meetings 1524.”

Form 990EZ, Part II, Line 24

“Computer, net of accumulated depreciation 414. 138.”

Form 990EZ, Part II, Line 24

“Cameras/lens, net of accumulated depreciation 4254. 3039.”

Form 990EZ, Part II, Line 26

“Accrued payroll taxes 927. 602.”

Raw XML Appendix161 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/BOYAmt03449
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08960
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04345
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt014504
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt08117
IRS990EZ/Form990TotalAssetsGrp/EOYAmt012137
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt069863
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07190
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011535
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07190
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt011535
IRS990EZ/OccupancyRentUtltsAndMaintAmt01922
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/CompensationAmt430000
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/BOYAmt04668
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03177
IRS990EZ/OtherExpensesTotalAmt012029
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To create community through the telling of stories.
IRS990EZ/PrintingPublicationsPostageAmt03564
IRS990EZ/ProgramServiceRevenueAmt069863
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Monti invites people from the community to share personal stories in front of a live audience. During this fiscal year we had 22 shows, with a total of over 6,000 attendees. We also run programs at Duke Univ. and the Univ. of NC to help students learn to communicate effectively through storytelling.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt051856
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt033499
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0927
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0602
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt065518
IRS990EZ/TotalProgramServiceExpensesAmt051856
IRS990EZ/TotalRevenueAmt069863
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt069863
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt073926
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt045113
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt047821
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt041210
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0277933
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0277933
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt069863
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt073926
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt045113
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt047821
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt041210
IRS990ScheduleA/Total509Grp/TotalAmt0277933
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0277933
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Bank charges 5.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation 1491.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Dues 599.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Equipment rental/Sound/Venue 4989.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Marketing 886.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Supplies 2535.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Travel and meetings 1524.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Computer, net of accumulated depreciation 414. 138.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Cameras/lens, net of accumulated depreciation 4254. 3039.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Accrued payroll taxes 927. 602.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EDWARD C BOLTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09194283529
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-06-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Monti Inc
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0272081665
ReturnHeader/Filer/PhoneNum09194283529
ReturnHeader/Filer/USAddress/AddressLine1Txt0808 Greenwood Road
ReturnHeader/Filer/USAddress/CityNm0Chapel Hill
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027514
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHARON V ANDERSON CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0420 RIDGECREST DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHAPEL HILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0275142103
ReturnHeader/PreparerPersonGrp/PhoneNum09199606072
ReturnHeader/PreparerPersonGrp/PreparationDt02016-08-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHARON V ANDERSON CPA
ReturnHeader/ReturnTs02016-08-05T02:57:31-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-02-01
ReturnHeader/TaxPeriodEndDt02016-01-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,137
Liabilities
$602
Net assets
$11,535
Revenue
$69,863
Expenses
$65,518
Net income
$4,345
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