Civic Intelligence

Monticello Area Historical Society Inc

EIN 31-1489325 • 501(c)3 • Monticello, WI

Profile

Maintain and preserve local history.

PO Box 463Monticello, WI 53570

www.monticellohistoricalsociety.com

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 2019

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

95th percentile

79%

Higher net margin than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

65th percentile

7.3%

Faster asset growth than 65% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

62nd percentile

8.4%

Faster revenue growth than 62% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$471,247

Up $32,209 (+7.3%) from 2018

Liabilities

Flat

$0

Flat from 2018

Net Assets

Up

$471,247

Up $32,209 (+7.3%) from 2018

Revenue

Up

$69,236

Up $5,386 (+8.4%) from 2018

Expenses

Down

$14,458

Down $865 (-5.6%) from 2018

Net Income

Up

$54,778

Up $6,251 (+13%) from 2018

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $261,504Liabilities 2010: $0Net Assets 2010: $261,5042010Assets 2011: $270,621Liabilities 2011: $0Net Assets 2011: $270,6212011Assets 2012: $274,017Liabilities 2012: $0Net Assets 2012: $274,0172012Assets 2013: $295,507Liabilities 2013: $0Net Assets 2013: $295,5072013Assets 2014: $303,962Liabilities 2014: $0Net Assets 2014: $303,9622014Assets 2015: $297,906Liabilities 2015: $0Net Assets 2015: $297,9062015Assets 2016: $315,348Liabilities 2016: $0Net Assets 2016: $315,3482016Assets 2017: $408,178Liabilities 2017: $0Net Assets 2017: $408,1782017Assets 2018: $439,038Liabilities 2018: $0Net Assets 2018: $439,0382018Assets 2019: $471,247Liabilities 2019: $0Net Assets 2019: $471,2472019

Highlighted filing

2019

Assets$471,247
Liabilities$0
Net Assets$471,247

Operations Trend

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

$100K$50K$0-$50KRevenue 2010: $7,306Expenses 2010: $9,239Net Income 2010: -$1,9332010Revenue 2011: $20,551Expenses 2011: $11,222Net Income 2011: $9,3292011Revenue 2012: $9,421Expenses 2012: $10,685Net Income 2012: -$1,2642012Revenue 2013: $10,314Expenses 2013: $10,891Net Income 2013: -$5772013Revenue 2014: $9,975Expenses 2014: $10,221Net Income 2014: -$2462014Revenue 2015: $10,411Expenses 2015: $18,399Net Income 2015: -$7,9882015Revenue 2016: $20,823Expenses 2016: $11,409Net Income 2016: $9,4142016Revenue 2017: $94,871Expenses 2017: $12,981Net Income 2017: $81,8902017Revenue 2018: $63,850Expenses 2018: $15,323Net Income 2018: $48,5272018Revenue 2019: $69,236Expenses 2019: $14,458Net Income 2019: $54,7782019

Highlighted filing

2019

Revenue$69,236
Expenses$14,458
Net Income$54,778

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 4, 2020
Return Version
2019v5.1
Gross Receipts
$125,657
Mission and Program Overview

Mission

Maintain and preserve local history.

Program Services

DescriptionGrantsExpenses
HELPED MAINTAIN AND PRESERVE LOCAL HISTORY THRU OPERATION OF MAHS MUSEUM.$0$14,458
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAREN BRUGGERTreasurer-$0--
NANCY RUFENERVP-$0--
MARY DAVISPresident-$0--
DONALD KUBLYDirector-$0--
JOHN CASEYDirector-$0--
SUE RIEDERSecy-$0--
HANS SULZERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Monticello Area Historical Society Inc
EIN
31-1489325
Phone
6089384315
Address
PO BOX 463, MONTICELLO, WI 53570

Signing Officer

Name
Karen Brugger
Title
Treasurer
Phone
6089383585
Signed
2020-08-04
Discuss with paid preparer
Yes

Preparer

Firm
Harvey W Kubly CPA
Address
PO BOX 695, MONTICELLO, WI 53570
Preparer
Harvey W Kubly CPA
Phone
6089384610
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: misc. Amount: 458. Description: annual dinner. Amount: 925. Description: greenwoods st. Bank int. Amount: 20. Description: lpl fin dividends. Amount: 5,232. Description: lpl fin int. Amount: 88. Description: lpl fin (ef). Amount: 728. Description: lpl (non-dividend). Amount: 318. Description: lpl (cg dist). Amount: 193. Total to form 990-ez, line 8: 7,962.

Form 990-ez, Part I, Line 14

Description: depreciation. Amount: 3,976. Description: other expenses. Amount: 4,471. Total to form 990-ez, line 14: 8,447.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: insurance. Amount: 1,644. Description: annual meeting. Amount: 1,250. Description: currator fees. Amount: 181. Description: misc. Amount: 216. Description: reg.fees. Amount: 840. Description: telephone. Amount: 860. Description: off exp. Amount: 216. Total to form 990-ez, line 16: 5,207.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: unrealized gain on securities. Amount: -22,569.

Raw XML Appendix195 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KAREN BRUGGER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DONALD KUBLY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt0-22569
IRS990EZ/OtherExpensesTotalAmt05207
IRS990EZ/OtherRevenueTotalAmt07962
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0MAINTAIN AND PRESERVE LOCAL HISTORY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HELPED MAINTAIN AND PRESERVE LOCAL HISTORY THRU OPERATION OF MAHS MUSEUM.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SaleOfAssetsGrossAmt0102880
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IRS990EZ/WebsiteAddressTxt0WWW.MONTICELLOHISTORICALSOCIETY.COM
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt016198
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MISC. AMOUNT: 458. DESCRIPTION: ANNUAL DINNER. AMOUNT: 925. DESCRIPTION: GREENWOODS ST. BANK INT. AMOUNT: 20. DESCRIPTION: LPL FIN DIVIDENDS. AMOUNT: 5,232. DESCRIPTION: LPL FIN INT. AMOUNT: 88. DESCRIPTION: LPL FIN (EF). AMOUNT: 728. DESCRIPTION: LPL (NON-DIVIDEND). AMOUNT: 318. DESCRIPTION: LPL (CG DIST). AMOUNT: 193. TOTAL TO FORM 990-EZ, LINE 8: 7,962.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DEPRECIATION. AMOUNT: 3,976. DESCRIPTION: OTHER EXPENSES. AMOUNT: 4,471. TOTAL TO FORM 990-EZ, LINE 14: 8,447.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: INSURANCE. AMOUNT: 1,644. DESCRIPTION: ANNUAL MEETING. AMOUNT: 1,250. DESCRIPTION: CURRATOR FEES. AMOUNT: 181. DESCRIPTION: MISC. AMOUNT: 216. DESCRIPTION: REG.FEES. AMOUNT: 840. DESCRIPTION: TELEPHONE. AMOUNT: 860. DESCRIPTION: OFF EXP. AMOUNT: 216. TOTAL TO FORM 990-EZ, LINE 16: 5,207.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: UNREALIZED GAIN ON SECURITIES. AMOUNT: -22,569.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02020-09-22 18:59:49Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTICELLO AREA HISTORICAL SOCIETY INC
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ReturnHeader/FilingSecurityInformation/IPDt02020-08-04
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ReturnHeader/FilingSecurityInformation/IPTm010:13:14
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ReturnHeader/ReturnTs02020-08-07T11:33:23-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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