Civic Intelligence

Monument Square District Inc.

990EZ • Fiscal year 2022 • EIN 31-1670748

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 15, 2023

Organization ProfileN/A
PO Box 707Urbana, OH 43078

(937) 653-7889

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

59th percentile

10%

Higher net margin than 59% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

56th percentile

4.7%

Faster asset growth than 56% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

49th percentile

8.0%

Faster revenue growth than 49% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$44,467

Up $2,012 (+4.7%) from 2021

Net Assets

Up

$44,467

Up $2,012 (+4.7%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin59th percentile

Revenue

Up

$42,501

Up $3,153 (+8.0%) from 2021

Expenses

Up

$38,111

Up $6,433 (+20%) from 2021

Net Income

Down

$4,390

Down $3,280 (-43%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$60K$40K$20K$0Assets 2015: $18,494Net Assets 2015: $18,4942015Assets 2016: $22,675Net Assets 2016: $22,6752016Assets 2020: $32,302Liabilities 2020: $1,037Net Assets 2020: $31,2652020Assets 2021: $42,455Net Assets 2021: $42,4552021Assets 2022: $44,467Net Assets 2022: $44,4672022Assets 2023: $41,909Net Assets 2023: $41,9092023Assets 2024: $40,854Net Assets 2024: $40,8542024

Highlighted filing

2022

Assets$44,467
Liabilities-
Net Assets$44,467
Open 2022 Filing

Operations Trend

Revenue Growth49th percentile

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

$60K$40K$20K$0-$20KRevenue 2015: $48,858Expenses 2015: $40,057Net Income 2015: $8,8012015Revenue 2016: $37,702Expenses 2016: $33,521Net Income 2016: $4,1812016Revenue 2020: $14,191Expenses 2020: $22,990Net Income 2020: -$8,7992020Revenue 2021: $39,348Expenses 2021: $31,678Net Income 2021: $7,6702021Revenue 2022: $42,501Expenses 2022: $38,111Net Income 2022: $4,3902022Revenue 2023: $54,653Expenses 2023: $52,463Net Income 2023: $2,1902023Revenue 2024: $28,854Expenses 2024: $29,909Net Income 2024: -$1,0552024

Highlighted filing

2022

Revenue$42,501
Expenses$38,111
Net Income$4,390
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 15, 2023
Return Version
2022v5.0
Gross Receipts
$42,501
Mission and Program Overview

Mission

To champion development of an economically, socially, and culturally vital central business district in urbana ohio enhancing the quality of life in the city

Program Services

DescriptionGrantsExpenses
SPONSOR MULTIPLE EVENTS, INCLUDING AN ART AFFAIR, CHILI COOKOFF, 4 MILER, JASS FEST AND HORSE PARADE TO DRAW PEOPLE DOWNTOWN FOR SHOPPING, DININIG, AND ENTERTAINMENT--
PUBLICIZE DOWNTOWN BUSINESSES DURING THANKSGIVING AND CHRISTMAS HOLIDAY SEASON AND SPONSOR A HOLIDAY HORSE PARADE AND SANTA LAND--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
VICKI DEEREBUNNELLPresident-$0--
KARA STEPHENSVP/Secretary-$0--
LORI ROSETreasurer-$0--
AMY BURCHNELLMember-$0--
LYNNETTE MOODYMember-$0--
Filing and Contact Details

Filer

Filer Name
Monument Square District Inc
EIN
31-1670748
Phone
9376537889
Address
PO BOX 707, URBANA, OH 43078

Signing Officer

Name
Lori Rose
Title
Treasurer
Phone
9376537889
Signed
2023-04-15
Discuss with paid preparer
No

Preparer

Firm
H and R Block
Address
1637 US HWY 36 E, URBANA, OH 43078
Preparer
Natalie Bice
Phone
8004725625
Supplemental Narrative

Additional Explanations

PAGE 1, LINE 8 - MISC INCOME - NONE $0

“NONE”

Raw XML Appendix154 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/PersonNm0LORI ROSE
IRS990EZ/BooksInCareOfDetail/PhoneNum09376531616
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010 MONUMENT SQUARE
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0PO BOX 589
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Urbana
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd043078
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt042455
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IRS990EZ/ContributionsGiftsGrantsEtcAmt027215
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IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt042501
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt042455
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IRS990EZ/OccupancyRentUtltsAndMaintAmt02525
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0VICKI DEEREBUNNELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KARA STEPHENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LORI ROSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMY BURCHNELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LYNNETTE MOODY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP/SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-2378
IRS990EZ/OtherExpensesTotalAmt034486
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO CHAMPION DEVELOPMENT OF AN ECONOMICALLY, SOCIALLY, AND CULTURALLY VITAL CENTRAL BUSINESS DISTRICT IN URBANA OHIO ENHANCING THE QUALITY OF LIFE IN THE CITY
IRS990EZ/ProgramServiceRevenueAmt015273
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SPONSOR MULTIPLE EVENTS, INCLUDING AN ART AFFAIR, CHILI COOKOFF, 4 MILER, JASS FEST AND HORSE PARADE TO DRAW PEOPLE DOWNTOWN FOR SHOPPING, DININIG, AND ENTERTAINMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PUBLICIZE DOWNTOWN BUSINESSES DURING THANKSGIVING AND CHRISTMAS HOLIDAY SEASON AND SPONSOR A HOLIDAY HORSE PARADE AND SANTA LAND
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt038111
IRS990EZ/TotalRevenueAmt042501
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04390
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt011625
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt014190
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt023286
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt053491
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt015
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt031
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt036
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt096
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt038098
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt027708
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt033514
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt043944
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0143264
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt015
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt031
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt036
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt096
IRS990ScheduleA/InvestmentIncomeCYPct00.00050
IRS990ScheduleA/InvestmentIncomePYPct00.00060
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0813
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt015
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0828
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99530
IRS990ScheduleA/PublicSupportPY509Pct00.98140
IRS990ScheduleA/PublicSupportTotal509Amt0196755
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt042488
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt039333
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt014190
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt056800
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt043944
IRS990ScheduleA/Total509Grp/TotalAmt0196755
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt042501
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt014191
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt057644
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt043995
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0197679
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NONE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PAGE 1, LINE 8 - MISC INCOME - NONE $0
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0LORI ROSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09376537889
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONUMENT SQUARE DISTRICT INC
ReturnHeader/Filer/BusinessNameControlTxt0MONU
ReturnHeader/Filer/EIN0311670748
ReturnHeader/Filer/PhoneNum09376537889
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 707
ReturnHeader/Filer/USAddress/CityNm0URBANA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043078
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472531325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0H AND R BLOCK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01637 US HWY 36 E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0URBANA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043078
ReturnHeader/PreparerPersonGrp/PhoneNum08004725625
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Natalie Bice
ReturnHeader/ReturnTs02023-11-13T16:38:44Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LORI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROSE
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$44,467
Liabilities
-
Net assets
$44,467
Revenue
$42,501
Expenses
$38,111
Net income
$4,390
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$40.9$40.9$28.9$29.9$1.06
2023Detailed filing. Detailed filing data is available for this year.$41.9$41.9$54.7$52.5$2.19
2022Detailed filing. Detailed filing data is available for this year.$44.5$44.5$42.5$38.1$4.39
2021Detailed filing. Detailed filing data is available for this year.$42.5$42.5$39.3$31.7$7.67
2020Detailed filing. Detailed filing data is available for this year.$32.3$1.04$31.3$14.2$23.0$8.80
2016Detailed filing. Detailed filing data is available for this year.$22.7$22.7$37.7$33.5$4.18
2015Detailed filing. Detailed filing data is available for this year.$18.5$18.5$48.9$40.1$8.80