Civic Intelligence

The Monti Inc

990EZ • Fiscal year 2018 • EIN 27-2081665

Feb 01, 2017 to Jan 31, 2018 • Filed on Dec 17, 2018

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

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

73rd percentile

17%

Higher net margin than 73% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

83rd percentile

$18,000

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 31.6% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

94th percentile

152%

Faster asset growth than 94% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

33rd percentile

-10%

Faster revenue growth than 33% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$16,027

Up $9,665 (+152%) from 2017

Net Assets

Up

$16,027

Up $9,850 (+159%) from 2017

Liabilities

Down

$0

Down $185 (-100%) from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin73rd percentile

Revenue

Down

$56,982

Down $6,675 (-10%) from 2017

Expenses

Down

$47,132

Down $21,883 (-32%) from 2017

Net Income

Up

$9,850

Up $15,208 (+284%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth94th 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

2018

Assets$16,027
Liabilities$0
Net Assets$16,027
Open 2018 Filing

Operations Trend

Revenue Growth33rd 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

2018

Revenue$56,982
Expenses$47,132
Net Income$9,850
Open 2018 Filing
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 Pay83rd 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
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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
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IRS990EZ/GrossReceiptsAmt056982
IRS990EZ/InfoInScheduleOPartIIInd0X
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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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,027
Liabilities
$0
Net assets
$16,027
Revenue
$56,982
Expenses
$47,132
Net income
$9,850
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