Civic Intelligence

Monroe Joint Venture Inc.

990 • Fiscal year 2022 • EIN 31-1663896

Jul 01, 2021 to Jun 30, 2022 • Filed on May 10, 2023

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

92nd percentile

0.87x

Higher debt load relative to assets than 92% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

95th percentile

3.61x

Higher debt load relative to revenue than 95% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

3rd percentile

-117%

Higher net margin than 3% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

88th percentile

$177,487

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 19.9% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

23rd percentile

-7.8%

Faster asset growth than 23% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

8th percentile

-46%

Faster revenue growth than 8% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Down

$3,701,146

Down $315,275 (-7.8%) from 2021

Net Assets

Down

$490,067

Down $843,700 (-63%) from 2021

Liabilities

Up

$3,211,079

Up $528,425 (+20%) from 2021

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin3rd percentile

Revenue

Down

$890,478

Down $760,159 (-46%) from 2021

Expenses

Up

$1,929,325

Up $83,098 (+4.5%) from 2021

Net Income

Down

-$1,038,847

Down $843,257 (-431%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth23rd 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

2022

Assets$3,701,146
Liabilities$3,211,079
Net Assets$490,067
Open 2022 Filing

Operations Trend

Revenue Growth8th 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

2022

Revenue$890,478
Expenses$1,929,325
Net Income-$1,038,847
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 10, 2023
Return Version
2021v4.2
Gross Receipts
$2,733,160
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$2,262,030$2,198,531▼ $63,499
Investments in Publicly Traded Securities$1,602,182$1,327,859▼ $274,323
Accounts Receivable$22,085$63,918▲ $41,833
Savings and Temporary Cash Investments$55,618$55,732▲ $114
Prepaid Expenses and Deferred Charges$34,701$36,530▲ $1,829
Cash and Non-Interest-Bearing Accounts$34,725$12,927▼ $21,798
Inventories for Sale or Use$5,080$5,649▲ $569
Total Assets$4,016,421$3,701,146▼ $315,275
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,399,917$2,254,223▼ $145,694
Other Liabilities$239,444$819,615▲ $580,171
Accounts Payable and Accrued Expenses$39,793$134,160▲ $94,367
Escrow Account Liability$3,500$3,081▼ $419
Total Liabilities$2,682,654$3,211,079▲ $528,425
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,333,767$490,067▼ $843,700
Total Net Assets Fund Balance$1,333,767$490,067▼ $843,700
Total Liabilities and Net Assets / Fund Balance$4,016,421$3,701,146▼ $315,275

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,125,103$3,007,900$5,133,003
Equipment$73,428$441,224$514,652
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Joel MacdonaldDIRECTOR OF FINANCE (THRU FEB. '22)-$101,536$101,536
Karrisa CuppsRcac AdminFT$61,280$61,280

Board Members and Trustees

NameTitle
Erin FrancoisPresident
David WicklineVice President
Barbara DuerstDirector
Jane Curran-meuliDirector
Rev Michael Todd HackmanDirector
Greg BollDIRECTOR (THRU DEC. '21)
Jeff ProphetSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$3,042
Program Service Revenue
$1,334,619
Investment Income
$-469,355
Other Revenue
$22,172
All Other Contributions
$3,042
Change in Net Assets
$-1,038,847
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,121,869
Salaries, Compensation, and Employee Benefits$807,456
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$563,043--$563,043
Fees for Services Other$461,115$36,603-$497,718
Depreciation Depletion$175,337--$175,337
Other Employee Benefits$133,323--$133,323
Interest$103,424--$103,424
Fees for Services Management-$99,204-$99,204
Office Expenses$89,668$4,606-$94,274
Current Officers, Directors, Trustees, and Key Employees$65,027--$65,027
Occupancy$56,631$6,900-$63,531
Payroll Taxes$40,568--$40,568
Information Technology-$34,198-$34,198
Advertising-$9,611-$9,611
Pension Plan Contributions$5,495--$5,495
Fees for Services Accounting-$4,510-$4,510
All Other Expenses-$1,058-$1,058
Other Expenses$252$3,383-$252
Total Functional Expenses$1,694,261$235,064$0$1,929,325
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.$819,615
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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
No
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
Matt Streiff
Title
Executive Director
Phone
6085272126
Signed
2023-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matt Streiff
Formed
1999
Legal Domicile
Wi
Voting Board Members
6
Independent Board Members
5
Employees
0
Volunteers
7

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 398,184. Management and general expenses 0. Fundraising expenses 0. Total expenses 398,184. Maintenance: program service expenses 40,577. Management and general expenses 0. Fundraising expenses 0. Total expenses 40,577. Other: program service expenses 22,354. Management and general expenses 36,603. Fundraising expenses 0. Total expenses 58,957.”

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.”

Raw XML AppendixShowing 400 of 519 raw XML fields

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IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0133323
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0133323
IRS990/OtherExpensesGrp/Desc0RAW FOOD
IRS990/OtherExpensesGrp/Desc1PROVISION FOR BAD DEBTS
IRS990/OtherExpensesGrp/Desc2OPERATIONS
IRS990/OtherExpensesGrp/Desc3REPAIR AND MAINTENANCE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt024889
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt110102
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23383
IRS990/OtherExpensesGrp/ProgramServicesAmt0378
IRS990/OtherExpensesGrp/ProgramServicesAmt1252
IRS990/OtherExpensesGrp/TotalAmt025267
IRS990/OtherExpensesGrp/TotalAmt110102
IRS990/OtherExpensesGrp/TotalAmt23383
IRS990/OtherExpensesGrp/TotalAmt3252
IRS990/OtherLiabilitiesGrp/BOYAmt0239444
IRS990/OtherLiabilitiesGrp/EOYAmt0819615
IRS990/OtherRevenueTotalAmt022172
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0563043
IRS990/OtherSalariesAndWagesGrp/TotalAmt0563043
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt040568
IRS990/PayrollTaxesGrp/TotalAmt040568
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt05495
IRS990/PensionPlanContributionsGrp/TotalAmt05495
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt034701
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt036530
IRS990/PrincipalOfficerNm0MATT STREIFF
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623990
IRS990/ProgramServiceRevenueGrp/Desc0RESIDENT SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01334619
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01334619
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt030156
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt015364
IRS990/PYOtherExpensesAmt0961426
IRS990/PYOtherRevenueAmt019195
IRS990/PYProgramServiceRevenueAmt01585922
IRS990/PYRevenuesLessExpensesAmt0-195590
IRS990/PYSalariesCompEmpBnftPaidAmt0884801
IRS990/PYTotalExpensesAmt01846227
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01650637
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-1038847
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01334619
IRS990/SavingsAndTempCashInvstGrp/BOYAmt055618
IRS990/SavingsAndTempCashInvstGrp/EOYAmt055732
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03042
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt030156
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0390
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0340
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt033928
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0114
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0720
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0966
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01252
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt019329
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt022381
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01334619
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01585922
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01665266
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01507802
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01651573
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt07745182
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt022172
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt019195
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt0550
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt02493
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt044410
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0114
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0720
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0966
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01252
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt019329
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt022381
IRS990ScheduleA/InvestmentIncomeCYPct00.00290
IRS990ScheduleA/InvestmentIncomePYPct00.00490
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.53190
IRS990ScheduleA/PublicSupportPY509Pct00.63010
IRS990ScheduleA/PublicSupportTotal509Amt04173296
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0637464
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0800168
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0892833
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0648138
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0671621
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt03650224
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt0637464
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt0800168
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt0892833
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt0648138
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt0671621
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt03650224
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01359833
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01635273
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01666206
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01510635
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01651573
IRS990ScheduleA/Total509Grp/TotalAmt07823520
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01359947
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01635993
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01667172
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01511887
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01670902
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt07845901
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt02125103
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03007900
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt05133003
IRS990ScheduleD/EquipmentGrp/BookValueAmt073428
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0441224
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0514652
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0819615
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO NEW GLARUS HOME, INC.
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/TotalBookValueLandBuildingsAmt02198531
IRS990ScheduleD/TotalLiabilityAmt0819615
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt04000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0116578
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt05786
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt029345
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt021778
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ERIN FRANCOIS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0177487
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 398,184. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 398,184. MAINTENANCE: PROGRAM SERVICE EXPENSES 40,577. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 40,577. OTHER: PROGRAM SERVICE EXPENSES 22,354. MANAGEMENT AND GENERAL EXPENSES 36,603. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 58,957.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,701,146
Liabilities
$3,211,079
Net assets
$490,067
Revenue
$890,478
Expenses
$1,929,325
Net income
-$1,038,847
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