Civic Intelligence

Monroe Joint Venture Inc.

990 • Fiscal year 2021 • EIN 31-1663896

Jul 01, 2020 to Jun 30, 2021 • Filed on May 06, 2022

Organization ProfileN/A
600 Second AvenueNew Glarus, WI 53574

(608) 527-2126

Siviq Scores

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

Liabilities / Assets

88th percentile

0.67x

Higher debt load relative to assets than 88% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

90th percentile

1.63x

Higher debt load relative to revenue than 90% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

14th percentile

-12%

Higher net margin than 14% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

86th percentile

$161,011

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 9.8% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

45th percentile

7.1%

Faster asset growth than 45% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

27th percentile

-3.6%

Faster revenue growth than 27% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$4,016,421

Up $266,542 (+7.1%) from 2020

Net Assets

Up

$1,333,767

Up $163,519 (+14%) from 2020

Liabilities

Up

$2,682,654

Up $103,023 (+4.0%) from 2020

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin14th percentile

Revenue

Down

$1,650,637

Down $61,429 (-3.6%) from 2020

Expenses

Up

$1,846,227

Up $99,103 (+5.7%) from 2020

Net Income

Down

-$195,590

Down $160,532 (-458%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $6,093,920Liabilities 2010: $3,795,983Net Assets 2010: $2,297,9372010Assets 2012: $6,314,813Liabilities 2012: $3,599,654Net Assets 2012: $2,715,1592012Assets 2013: $6,650,684Liabilities 2013: $3,505,917Net Assets 2013: $3,144,7672013Assets 2014: $7,124,420Liabilities 2014: $3,412,639Net Assets 2014: $3,711,7812014Assets 2015: $4,599,954Liabilities 2015: $3,293,575Net Assets 2015: $1,306,3792015Assets 2016: $4,467,059Liabilities 2016: $3,174,536Net Assets 2016: $1,292,5232016Assets 2017: $4,426,991Liabilities 2017: $3,076,766Net Assets 2017: $1,350,2252017Assets 2018: $4,313,131Liabilities 2018: $2,946,659Net Assets 2018: $1,366,4722018Assets 2019: $3,972,341Liabilities 2019: $2,758,686Net Assets 2019: $1,213,6552019Assets 2020: $3,749,879Liabilities 2020: $2,579,631Net Assets 2020: $1,170,2482020Assets 2021: $4,016,421Liabilities 2021: $2,682,654Net Assets 2021: $1,333,7672021Assets 2022: $3,701,146Liabilities 2022: $3,211,079Net Assets 2022: $490,0672022Assets 2023: $3,347,613Liabilities 2023: $3,053,837Net Assets 2023: $293,7762023Assets 2024: $3,486,795Liabilities 2024: $2,878,206Net Assets 2024: $608,5892024

Highlighted filing

2021

Assets$4,016,421
Liabilities$2,682,654
Net Assets$1,333,767
Open 2021 Filing

Operations Trend

Revenue Growth27th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $1,325,3762010Expenses 2012: $1,351,7032012Expenses 2013: $1,406,0052013Revenue 2014: $1,740,089Expenses 2014: $1,480,709Net Income 2014: $259,3802014Revenue 2015: $1,991,921Expenses 2015: $1,604,375Net Income 2015: $387,5462015Revenue 2016: $1,678,484Expenses 2016: $1,644,898Net Income 2016: $33,5862016Revenue 2017: $1,767,708Expenses 2017: $1,659,061Net Income 2017: $108,6472017Revenue 2018: $1,670,902Expenses 2018: $1,721,727Net Income 2018: -$50,8252018Revenue 2019: $1,531,462Expenses 2019: $1,715,224Net Income 2019: -$183,7622019Revenue 2020: $1,712,066Expenses 2020: $1,747,124Net Income 2020: -$35,0582020Revenue 2021: $1,650,637Expenses 2021: $1,846,227Net Income 2021: -$195,5902021Revenue 2022: $890,478Expenses 2022: $1,929,325Net Income 2022: -$1,038,8472022Revenue 2023: $1,725,969Expenses 2023: $2,018,096Net Income 2023: -$292,1272023Revenue 2024: $2,375,035Expenses 2024: $2,065,074Net Income 2024: $309,9612024

Highlighted filing

2021

Revenue$1,650,637
Expenses$1,846,227
Net Income-$195,590
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 6, 2022
Return Version
2020v4.2
Gross Receipts
$1,650,637
Mission and Program Overview

Mission

To operate an assisted living apartment facility designed to meet the various physical, emotional, recreational, social, and similar needs for the elderly at their varying levels of independence.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,435,421$2,262,030▼ $173,391
Investments in Publicly Traded Securities$1,228,429$1,602,182▲ $373,753
Savings and Temporary Cash Investments$54,897$55,618▲ $721
Cash and Non-Interest-Bearing Accounts-$34,725-
Prepaid Expenses and Deferred Charges$13,814$34,701▲ $20,887
Accounts Receivable$13,287$22,085▲ $8,798
Inventories for Sale or Use$4,031$5,080▲ $1,049
Total Assets$3,749,879$4,016,421▲ $266,542
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,539,213$2,399,917▼ $139,296
Other Liabilities$13,195$239,444▲ $226,249
Accounts Payable and Accrued Expenses$23,223$39,793▲ $16,570
Escrow Account Liability$4,000$3,500▼ $500
Total Liabilities$2,579,631$2,682,654▲ $103,023
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,170,248$1,333,767▲ $163,519
Total Net Assets Fund Balance$1,170,248$1,333,767▲ $163,519
Total Liabilities and Net Assets / Fund Balance$3,749,879$4,016,421▲ $266,542

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,178,201$2,864,510$5,042,711
Equipment$83,829$409,278$493,107
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Karrisa CuppsRcac AdminFT$65,213$65,213
Joel MacdonaldDirector of Finance-$3,346$3,346

Board Members and Trustees

NameTitle
Erin FrancoisPresident
David WicklineVice President
Greg BollDirector
Jane Curran-meuliDirector
Rev Michael Todd HackmanDirector
Sharon StrieffSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$30,156
Program Service Revenue
$1,585,922
Investment Income
$15,364
Other Revenue
$19,195
Change in Net Assets
$-195,590

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,650,637
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$359,109
Total Revenue per Audited Statements
$2,009,746
Total Revenue per Form 990
$1,650,637
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$961,426
Salaries, Compensation, and Employee Benefits$884,801
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$644,687--$644,687
Fees for Services Other$298,016$20,114-$318,130
Depreciation Depletion$181,660--$181,660
Other Employee Benefits$110,564--$110,564
Interest$109,710--$109,710
Fees for Services Management-$99,204-$99,204
Office Expenses$78,812$8,634-$87,446
Current Officers, Directors, Trustees, and Key Employees$71,880--$71,880
Occupancy$54,647$6,900-$61,547
Payroll Taxes$47,458--$47,458
Fees for Services Accounting-$26,890-$26,890
Information Technology-$18,319-$18,319
Pension Plan Contributions$10,212--$10,212
Other Expenses$2,694$6,325-$2,694
Conferences and Meetings-$856-$856
Advertising-$568-$568
Total Functional Expenses$1,658,417$187,810$0$1,846,227

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,846,227
Total Expenses per Audited Statements$1,846,227
Total Expenses per Form 990$1,846,227
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to New Glarus Home, Inc.$239,444
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed by the accounting firm and executive director and then distributed to the board members for discussion prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Employees and board members should avoid any situation that involves, or may involve, a conflict between their personal interest and the interest of monroe joint venture. As in all other facets of their duties, employees dealing with residents, families, vendors, contractors, competitors or any other groups doing or seeking to do business with monroe joint venture are to always act in the best interest of monroe joint venture. Any employee with such a situation which may involve a conflict of interest shall make prompt and full disclosure in writing to his/her supervisor.”

Form 990, Part VI, Section C, Line 19

“Governing documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Monroe Joint Venture Inc
EIN
31-1663896
Phone
6085272126
Address
600 SECOND AVENUE, NEW GLARUS, WI 53574
Doing Business As
St Clare Friedensheim

Signing Officer

Name
Erin Francois
Title
President
Phone
6085272126
Signed
2022-05-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Erin Francois
Formed
1999
Legal Domicile
Wi
Voting Board Members
6
Independent Board Members
5
Employees
0
Volunteers
25

Preparer

Firm
Wipfli Llp
Address
1502 LONDON ROAD SUITE 200, DULUTH, MN 55812
Preparer
Michael J Peterson CPA
Phone
2187224705
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Dietary services: program service expenses 230,531. Management and general expenses 0. Fundraising expenses 0. Total expenses 230,531. Maintenance: program service expenses 48,583. Management and general expenses 0. Fundraising expenses 0. Total expenses 48,583. Other: program service expenses 18,902. Management and general expenses 20,114. Fundraising expenses 0. Total expenses 39,016.”

Part XII, Line 2C

“This process has not changed from the prior year.”

Financial Statement Notes

PART IV, LINE 2B:

“The organization is the trustee of certain member's escrow funds and has fiduciary responsibility for the administration and distribution of these funds for members of the organization.”

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IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0110564
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0110564
IRS990/OtherExpensesGrp/Desc0RAW FOOD
IRS990/OtherExpensesGrp/Desc1DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2REPAIR AND MAINTENANCE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06325
IRS990/OtherExpensesGrp/ProgramServicesAmt048077
IRS990/OtherExpensesGrp/ProgramServicesAmt12694
IRS990/OtherExpensesGrp/TotalAmt048077
IRS990/OtherExpensesGrp/TotalAmt16325
IRS990/OtherExpensesGrp/TotalAmt22694
IRS990/OtherLiabilitiesGrp/BOYAmt013195
IRS990/OtherLiabilitiesGrp/EOYAmt0239444
IRS990/OtherRevenueTotalAmt019195
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0644687
IRS990/OtherSalariesAndWagesGrp/TotalAmt0644687
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd01
IRS990/PayrollTaxesGrp/ProgramServicesAmt047458
IRS990/PayrollTaxesGrp/TotalAmt047458
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt010212
IRS990/PensionPlanContributionsGrp/TotalAmt010212
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt013814
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt034701
IRS990/PrincipalOfficerNm0ERIN FRANCOIS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623990
IRS990/ProgramServiceRevenueGrp/Desc0RESIDENT SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01585922
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01585922
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0390
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt045860
IRS990/PYOtherExpensesAmt0775989
IRS990/PYOtherRevenueAmt0550
IRS990/PYProgramServiceRevenueAmt01665266
IRS990/PYRevenuesLessExpensesAmt0-35058
IRS990/PYSalariesCompEmpBnftPaidAmt0971135
IRS990/PYTotalExpensesAmt01747124
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01712066
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd01
IRS990/ReconcilationRevenueExpnssAmt0-195590
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01614814
IRS990/SavingsAndTempCashInvstGrp/BOYAmt054897
IRS990/SavingsAndTempCashInvstGrp/EOYAmt055618
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt030156
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0390
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0340
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt031386
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0720
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0966
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01252
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt019329
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt018345
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt040612
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01585922
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01665266
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01507802
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01651573
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01748863
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt08159426
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt019195
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt0550
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt02493
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt022238
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0720
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0966
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01252
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt019329
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt018345
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt040612
IRS990ScheduleA/InvestmentIncomeCYPct00.00490
IRS990ScheduleA/InvestmentIncomePYPct00.00660
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.63010
IRS990ScheduleA/PublicSupportPY509Pct00.72680
IRS990ScheduleA/PublicSupportTotal509Amt05200290
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0800168
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0892833
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0648138
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0671621
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt03012760
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt0800168
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt0892833
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt0648138
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt0671621
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt03012760
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01635273
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01666206
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01510635
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01651573
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01749363
IRS990ScheduleA/Total509Grp/TotalAmt08213050
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01635993
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01667172
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01511887
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01670902
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01767708
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt08253662
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt02178201
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02864510
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt05042711
IRS990ScheduleD/EquipmentGrp/BookValueAmt083829
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0409278
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0493107
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01846227
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0359109
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0239444
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO NEW GLARUS HOME, INC.
IRS990ScheduleD/RevenueNotReportedAmt0359109
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01650637
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS THE TRUSTEE OF CERTAIN MEMBER'S ESCROW FUNDS AND HAS FIDUCIARY RESPONSIBILITY FOR THE ADMINISTRATION AND DISTRIBUTION OF THESE FUNDS FOR MEMBERS OF THE ORGANIZATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 2B:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02262030
IRS990ScheduleD/TotalExpensesPerForm990Amt01846227
IRS990ScheduleD/TotalLiabilityAmt0239444
IRS990ScheduleD/TotalRevenuePerForm990Amt01650637
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02009746
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01846227
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0134125
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt026886
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ERIN FRANCOIS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0161011
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE ACCOUNTING FIRM AND EXECUTIVE DIRECTOR AND THEN DISTRIBUTED TO THE BOARD MEMBERS FOR DISCUSSION PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EMPLOYEES AND BOARD MEMBERS SHOULD AVOID ANY SITUATION THAT INVOLVES, OR MAY INVOLVE, A CONFLICT BETWEEN THEIR PERSONAL INTEREST AND THE INTEREST OF MONROE JOINT VENTURE. AS IN ALL OTHER FACETS OF THEIR DUTIES, EMPLOYEES DEALING WITH RESIDENTS, FAMILIES, VENDORS, CONTRACTORS, COMPETITORS OR ANY OTHER GROUPS DOING OR SEEKING TO DO BUSINESS WITH MONROE JOINT VENTURE ARE TO ALWAYS ACT IN THE BEST INTEREST OF MONROE JOINT VENTURE. ANY EMPLOYEE WITH SUCH A SITUATION WHICH MAY INVOLVE A CONFLICT OF INTEREST SHALL MAKE PROMPT AND FULL DISCLOSURE IN WRITING TO HIS/HER SUPERVISOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DIETARY SERVICES: PROGRAM SERVICE EXPENSES 230,531. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 230,531. MAINTENANCE: PROGRAM SERVICE EXPENSES 48,583. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 48,583. OTHER: PROGRAM SERVICE EXPENSES 18,902. MANAGEMENT AND GENERAL EXPENSES 20,114. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 39,016.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,016,421
Liabilities
$2,682,654
Net assets
$1,333,767
Revenue
$1,650,637
Expenses
$1,846,227
Net income
-$195,590
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.49$2.88$0.61$2.38$2.07$0.31
2023Detailed filing. Detailed filing data is available for this year.$3.35$3.05$0.29$1.73$2.02$0.29
2022Detailed filing. Detailed filing data is available for this year.$3.70$3.21$0.49$0.89$1.93$1.04
2021Detailed filing. Detailed filing data is available for this year.$4.02$2.68$1.33$1.65$1.85$0.20
2020Detailed filing. Detailed filing data is available for this year.$3.75$2.58$1.17$1.71$1.75$0.04
2019Detailed filing. Detailed filing data is available for this year.$3.97$2.76$1.21$1.53$1.72$0.18
2018Detailed filing. Detailed filing data is available for this year.$4.31$2.95$1.37$1.67$1.72$0.05
2017Detailed filing. Detailed filing data is available for this year.$4.43$3.08$1.35$1.77$1.66$0.11
2016Detailed filing. Detailed filing data is available for this year.$4.47$3.17$1.29$1.68$1.64$0.03
2015Detailed filing. Detailed filing data is available for this year.$4.60$3.29$1.31$1.99$1.60$0.39
2014Detailed filing. Detailed filing data is available for this year.$7.12$3.41$3.71$1.74$1.48$0.26
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.65$3.51$3.14$1.41
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.31$3.60$2.72$1.35
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.09$3.80$2.30$1.33