Civic Intelligence

The Monti Inc

990EZ • Fiscal year 2020 • EIN 27-2081665

Feb 01, 2019 to Jan 31, 2020 • Filed on Dec 15, 2020

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

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

42nd percentile

0.4%

Higher net margin than 42% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

86th percentile

$27,600

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 33.8% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

52nd percentile

5.2%

Faster asset growth than 52% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

78th percentile

18%

Faster revenue growth than 78% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$6,525

Up $323 (+5.2%) from 2019

Net Assets

Up

$6,525

Up $323 (+5.2%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin42nd percentile

Revenue

Up

$81,556

Up $12,602 (+18%) from 2019

Expenses

Up

$81,233

Up $2,454 (+3.1%) from 2019

Net Income

Up

$323

Up $10,148 (+103%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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

2020

Assets$6,525
Liabilities$0
Net Assets$6,525
Open 2020 Filing

Operations Trend

Revenue Growth78th 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

2020

Revenue$81,556
Expenses$81,233
Net Income$323
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2019 to Jan 31, 2020
Signed
Dec 15, 2020
Return Version
2019v5.1
Gross Receipts
$81,556
Mission and Program Overview

Mission

Create community through story-telling

Program Services

DescriptionGrantsExpenses
Produced and hosted 14 live events. Audience size ranged from 250-800. Hosted community storytelling workshop. Regular venues are Motorco Music Hall and Carolina Theatre.-$67,772
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeffrey PolishExecutive DirectorFT$27,600-$27,600
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
2020-12-15
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 1,475Equipment rental, sound, venue 6,043Marketing 9,465Supplies 524Travel and meetings 512Videography and editing 20,080Other production expenses 2,897Books, subscriptions, reference 3,885”

Description of other assets Part II line 24

“Category Beginning of Year End of YearNew cameras, net of AD 3,060 2,185MacBook Pro, net of AD 0 2,398”

Raw XML Appendix157 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/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/BOYAmt03142
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01942
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0323
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04578
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt06202
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06525
IRS990EZ/GrossReceiptsAmt081556
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06202
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06525
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06202
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06525
IRS990EZ/OccupancyRentUtltsAndMaintAmt0849
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/CompensationAmt427600
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/BOYAmt03060
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04583
IRS990EZ/OtherExpensesTotalAmt044881
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Create community through story-telling
IRS990EZ/PrintingPublicationsPostageAmt01212
IRS990EZ/ProgramServiceRevenueAmt081556
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Produced and hosted 14 live events. Audience size ranged from 250-800. Hosted community storytelling workshop. Regular venues are Motorco Music Hall and Carolina Theatre.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt067772
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt029713
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt081233
IRS990EZ/TotalProgramServiceExpensesAmt067772
IRS990EZ/TotalRevenueAmt081556
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt081556
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt068954
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt056982
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt063657
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt069863
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0341012
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0341012
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt081556
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt068954
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt056982
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt063657
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt069863
IRS990ScheduleA/Total509Grp/TotalAmt0341012
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt081556
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt068954
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt056982
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt063657
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt069863
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0341012
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountDepreciation from 4562 1,475Equipment rental, sound, venue 6,043Marketing 9,465Supplies 524Travel and meetings 512Videography and editing 20,080Other production expenses 2,897Books, subscriptions, reference 3,885
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearNew cameras, net of AD 3,060 2,185MacBook Pro, net of AD 0 2,398
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Edward C Boltz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09194283529
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-12-15
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/FederalOriginalSubmissionId06930652020350mdtravm
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-12-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.212.108.149
ReturnHeader/FilingSecurityInformation/IPDt02020-12-15
ReturnHeader/FilingSecurityInformation/IPTm019:33:46
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/PreparationDt02020-12-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sharon V Anderson CPA
ReturnHeader/ReturnTs02020-12-15T19:20:19-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-02-01
ReturnHeader/TaxPeriodEndDt02020-01-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,525
Liabilities
$0
Net assets
$6,525
Revenue
$81,556
Expenses
$81,233
Net income
$323
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
2020Detailed filing. Detailed filing data is available for this year.$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