Civic Intelligence

Monument Square District Inc.

990EZ • Fiscal year 2023 • EIN 31-1670748

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 10, 2024

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

52nd percentile

4.0%

Higher net margin than 52% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

37th percentile

-5.8%

Faster asset growth than 37% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

71st percentile

29%

Faster revenue growth than 71% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$41,909

Down $2,558 (-5.8%) from 2022

Net Assets

Down

$41,909

Down $2,558 (-5.8%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin52nd percentile

Revenue

Up

$54,653

Up $12,152 (+29%) from 2022

Expenses

Up

$52,463

Up $14,352 (+38%) from 2022

Net Income

Down

$2,190

Down $2,200 (-50%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2023

Assets$41,909
Liabilities-
Net Assets$41,909
Open 2023 Filing

Operations Trend

Revenue Growth71st 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

2023

Revenue$54,653
Expenses$52,463
Net Income$2,190
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 10, 2024
Return Version
2023v5.1
Gross Receipts
$54,653
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, LET THE GHOUL TIMES ROLL, 4 MILER, BEAUTIFICATION,BATES FUND, 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 DEEREVP/Secretary-$0--
LORI ROSETreasurer-$0--
AMY BURCHNELLMember-$0--
TINA BLAKEMANMember-$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
2024-10-10
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 -

“Misc income - gala 2023 and let the ghoul times roll”

Raw XML Appendix153 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
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/BOYAmt044467
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt041909
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt032029
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02190
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03295
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt044467
IRS990EZ/Form990TotalAssetsGrp/EOYAmt041909
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt054653
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt041
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt044467
IRS990EZ/NetAssetsOrFundBalancesEOYAmt041909
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt044467
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt041909
IRS990EZ/OccupancyRentUtltsAndMaintAmt01188
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0VICKI DEEREBUNNELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KARA DEERE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LORI ROSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMY BURCHNELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TINA BLAKEMAN
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/OtherChangesInNetAssetsAmt0-4748
IRS990EZ/OtherExpensesTotalAmt047980
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/ProgramServiceRevenueAmt022583
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SPONSOR MULTIPLE EVENTS, INCLUDING AN ART AFFAIR, CHILI COOKOFF, LET THE GHOUL TIMES ROLL, 4 MILER, BEAUTIFICATION,BATES FUND, 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/TotalExpensesAmt052463
IRS990EZ/TotalRevenueAmt054653
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt032029
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04390
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt011625
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt014190
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt023286
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt085520
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt041
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt015
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt031
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0101
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt022583
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt038098
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt027708
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt033514
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0121903
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt041
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt015
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt031
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0101
IRS990ScheduleA/InvestmentIncomeCYPct00.00050
IRS990ScheduleA/InvestmentIncomePYPct00.00050
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0813
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0813
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99560
IRS990ScheduleA/PublicSupportPY509Pct00.98310
IRS990ScheduleA/PublicSupportTotal509Amt0207423
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt054612
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt042488
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt039333
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt014190
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt056800
IRS990ScheduleA/Total509Grp/TotalAmt0207423
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt054653
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt042501
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt039348
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt014191
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt057644
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0208337
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISC INCOME - GALA 2023 AND LET THE GHOUL TIMES ROLL
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PAGE 1 LINE 8 - MISC INCOME -
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0LORI ROSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09376537889
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-10
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Natalie Bice
ReturnHeader/ReturnTs02024-11-13T14:58:45Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,909
Liabilities
-
Net assets
$41,909
Revenue
$54,653
Expenses
$52,463
Net income
$2,190
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