Civic Intelligence

The Montei Foundation

990PF • Fiscal year 2023 • EIN 31-1736155

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 19, 2024

Organization Profile
5910 Venture Dr BDublin, OH 43017

(614) 224-6828

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

65th percentile

12%

Higher net margin than 65% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

29th percentile

$54,755

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

38th percentile

1.0%

Faster asset growth than 38% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

23rd percentile

-14%

Faster revenue growth than 23% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$18,890,592

Up $190,428 (+1.0%) from 2022

Net Assets

Up

$18,890,592

Up $190,428 (+1.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin65th percentile

Revenue

Down

$1,576,448

Down $267,016 (-14%) from 2022

Expenses

Down

$1,385,987

Down $89,975 (-6.1%) from 2022

Net Income

Down

$190,461

Down $177,041 (-48%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$30M$20M$10M$0Assets 2020: $16,854,188Liabilities 2020: $0Net Assets 2020: $16,854,1882020Assets 2021: $18,332,626Liabilities 2021: $0Net Assets 2021: $18,332,6262021Assets 2022: $18,700,164Liabilities 2022: $0Net Assets 2022: $18,700,1642022Assets 2023: $18,890,592Liabilities 2023: $0Net Assets 2023: $18,890,5922023Assets 2024: $20,392,491Liabilities 2024: $0Net Assets 2024: $20,392,4912024

Highlighted filing

2023

Assets$18,890,592
Liabilities$0
Net Assets$18,890,592
Open 2023 Filing

Operations Trend

Revenue Growth23rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Revenue 2020: $1,424,902Expenses 2020: $1,326,679Net Income 2020: $98,2232020Revenue 2021: $3,070,833Expenses 2021: $1,592,398Net Income 2021: $1,478,4352021Revenue 2022: $1,843,464Expenses 2022: $1,475,962Net Income 2022: $367,5022022Revenue 2023: $1,576,448Expenses 2023: $1,385,987Net Income 2023: $190,4612023Revenue 2024: $2,948,878Expenses 2024: $1,446,979Net Income 2024: $1,501,8992024

Highlighted filing

2023

Revenue$1,576,448
Expenses$1,385,987
Net Income$190,461
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 19, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay29th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIA K MONTEITrustee-$54,755-$54,755
TODD R MONTEITrustee-$54,755-$54,755
WILLIAM K BURTONTrustee-$54,755-$54,755
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-General Charitable PurposesPCSee Schedule, OH, US$1,102,184
Filing and Contact Details

Filer

Filer Name
The Montei Foundation
EIN
31-1736155
Phone
6142246828
Address
5910 Venture Dr B, Dublin, OH 43017

Signing Officer

Name
William K Burton
Title
Trustee
Signed
2024-03-19
Discuss with paid preparer
Yes

Preparer

Firm
Luper Neidenthal & Logan
Address
1160 Dublin Rd Ste 400, Columbus, OH 43215
Preparer
Roger T Whitaker
Phone
6142217663
Raw XML Appendix277 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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OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Rounding
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank charges /check printing/wire fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1State Filing Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt066
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1200
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt034363
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Rounding adjustments
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0103725
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Advisory Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0103725
TaxesSchedule/TaxesDetail/Amt07412
TaxesSchedule/TaxesDetail/Amt16844
TaxesSchedule/TaxesDetail/CategoryTxt02023 Estimated Excise Tax
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Taxes Withheld on Dividends
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt06844
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM K BURTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Montei Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0311736155
ReturnHeader/Filer/PhoneNum06142246828
ReturnHeader/Filer/USAddress/AddressLine1Txt05910 Venture Dr B
ReturnHeader/Filer/USAddress/CityNm0Dublin
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043017
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0310928310
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Luper Neidenthal & Logan
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01160 Dublin Rd Ste 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Columbus
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043215
ReturnHeader/PreparerPersonGrp/PhoneNum06142217663
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Roger T Whitaker
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-03-19T08:36:37-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM K
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BURTON
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$18,890,592
Liabilities
$0
Net assets
$18,890,592
Revenue
$1,576,448
Expenses
$1,385,987
Net income
$190,461
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$20.4$0.00$20.4$2.95$1.45$1.50
2023Detailed filing. Detailed filing data is available for this year.$18.9$0.00$18.9$1.58$1.39$0.19
2022Detailed filing. Detailed filing data is available for this year.$18.7$0.00$18.7$1.84$1.48$0.37
2021Detailed filing. Detailed filing data is available for this year.$18.3$0.00$18.3$3.07$1.59$1.48
2020Detailed filing. Detailed filing data is available for this year.$16.9$0.00$16.9$1.42$1.33$0.10