Civic Intelligence

The Monti Inc

990EZ • Fiscal year 2017 • EIN 27-2081665

Feb 01, 2016 to Jan 31, 2017 • Filed on Dec 09, 2017

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

69th percentile

0.03x

Higher debt load relative to assets than 69% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

25th percentile

-8.4%

Higher net margin than 25% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

88th percentile

$36,000

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 56.6% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

9th percentile

-48%

Faster asset growth than 9% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

35th percentile

-8.9%

Faster revenue growth than 35% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets69th percentile

Assets

Down

$6,362

Down $5,775 (-48%) from 2016

Net Assets

Down

$6,177

Down $5,358 (-46%) from 2016

Liabilities

Down

$185

Down $417 (-69%) from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin25th percentile

Revenue

Down

$63,657

Down $6,206 (-8.9%) from 2016

Expenses

Up

$69,015

Up $3,497 (+5.3%) from 2016

Net Income

Down

-$5,358

Down $9,703 (-223%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth9th 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

2017

Assets$6,362
Liabilities$185
Net Assets$6,177
Open 2017 Filing

Operations Trend

Revenue Growth35th 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

2017

Revenue$63,657
Expenses$69,015
Net Income-$5,358
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2016 to Jan 31, 2017
Signed
Dec 9, 2017
Return Version
2016v3.0
Gross Receipts
$63,657
Mission and Program Overview

Mission

Create community through story-telling

Program Services

DescriptionGrantsExpenses
This fiscal year had 19 live shows with over 5300 participants Continued programs at Duke Univ and Univ of NC to help students communicate through story-telling-$57,446
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeffrey PolishExecutive DirectorFT$36,000-$36,000
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
2017-12-09
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 1,006Dues and fees 60Equipment rental, sound, venue 6,987Marketing 360Supplies 357Travel and meetings 4,099Miscellaneous 74”

Description of other assets Part II line 24

“Category Beginning of Year End of YearComputer, net of AD 138 0Cameras and lens, net of AD 3,039 2,171”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearAccrued payroll taxes 602 185”

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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Chapel Hill
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027514
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08960
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04191
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt0-5358
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt010834
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt011535
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06177
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06177
IRS990EZ/OccupancyRentUtltsAndMaintAmt02273
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt445.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt436000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
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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/BOYAmt03177
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02171
IRS990EZ/OtherExpensesTotalAmt012943
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Create community through story-telling
IRS990EZ/PrintingPublicationsPostageAmt04211
IRS990EZ/ProgramServiceRevenueAmt063657
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0This fiscal year had 19 live shows with over 5300 participants Continued programs at Duke Univ and Univ of NC to help students communicate through story-telling
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt057446
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt038754
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0602
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0185
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt069015
IRS990EZ/TotalProgramServiceExpensesAmt057446
IRS990EZ/TotalRevenueAmt063657
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt063657
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt069863
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt073926
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt045113
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt047821
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0300380
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0300380
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt063657
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt069863
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt073926
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt045113
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt047821
IRS990ScheduleA/Total509Grp/TotalAmt0300380
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt063657
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt069863
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt073926
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt045113
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt047821
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0300380
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountDepreciation from 4562 1,006Dues and fees 60Equipment rental, sound, venue 6,987Marketing 360Supplies 357Travel and meetings 4,099Miscellaneous 74
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearComputer, net of AD 138 0Cameras and lens, net of AD 3,039 2,171
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearAccrued payroll taxes 602 185
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Edward C Boltz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09194283529
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-09
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/FederalOriginalSubmissionId06930652017343xwuzahk
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-12-09
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.212.108.149
ReturnHeader/FilingSecurityInformation/IPDt02017-12-09
ReturnHeader/FilingSecurityInformation/IPTm023:31:47
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/PreparationDt02017-12-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sharon V Anderson CPA
ReturnHeader/ReturnTs02017-12-09T23:30:09-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-02-01
ReturnHeader/TaxPeriodEndDt02017-01-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,362
Liabilities
$185
Net assets
$6,177
Revenue
$63,657
Expenses
$69,015
Net income
-$5,358
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
2017Detailed filing. Detailed filing data is available for this year.$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