Civic Intelligence

Montefiore Foundation

990T • Fiscal year 2021 • EIN 34-1788055

Jul 01, 2020 to Jun 30, 2021 • Filed on May 16, 2022

Organization Profilewww.montefiorecare.org
27100 Cedar RdBeachwood, OH 44122

(216) 839-6672

Siviq Scores

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

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No earlier filing loaded for comparison.

Liabilities

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No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

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No earlier filing loaded for comparison.

Expenses

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No earlier filing loaded for comparison.

Net Income

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No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2010: $13,393,027Liabilities 2010: $761,110Net Assets 2010: $12,631,9172010Assets 2011: $15,646,726Liabilities 2011: $733,110Net Assets 2011: $14,913,6162011Assets 2012: $14,487,287Liabilities 2012: $607,464Net Assets 2012: $13,879,8232012Assets 2013: $16,077,799Liabilities 2013: $613,494Net Assets 2013: $15,464,3052013Assets 2014: $16,391,145Liabilities 2014: $653,361Net Assets 2014: $15,737,7842014Assets 2015: $14,092,626Liabilities 2015: $701,452Net Assets 2015: $13,391,1742015Assets 2016: $12,490,403Liabilities 2016: $704,993Net Assets 2016: $11,785,4102016Assets 2017: $13,270,048Liabilities 2017: $648,271Net Assets 2017: $12,621,7772017Assets 2018: $12,841,546Liabilities 2018: $586,029Net Assets 2018: $12,255,5172018Assets 2019: $12,333,227Liabilities 2019: $543,029Net Assets 2019: $11,790,1982019Assets 2020: $11,476,335Liabilities 2020: $581,353Net Assets 2020: $10,894,9822020Assets 2021: $14,958,715Liabilities 2021: $357,695Net Assets 2021: $14,601,0202021Assets 2022: $12,660,221Liabilities 2022: $333,866Net Assets 2022: $12,326,3552022Assets 2023: $11,119,326Liabilities 2023: $319,110Net Assets 2023: $10,800,2162023Assets 2024: $10,964,934Liabilities 2024: $336,438Net Assets 2024: $10,628,4962024

Latest loaded filing

2024

Assets$10,964,934
Liabilities$336,438
Net Assets$10,628,496
Open 2024 Filing

Operations Trend

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2010: $2,097,5602010Expenses 2011: $1,446,6322011Expenses 2012: $1,439,3202012Expenses 2013: $1,224,5242013Revenue 2014: $1,089,811Expenses 2014: $2,877,563Net Income 2014: -$1,787,7522014Revenue 2015: $1,550,531Expenses 2015: $3,794,155Net Income 2015: -$2,243,6242015Revenue 2016: $1,026,665Expenses 2016: $2,067,230Net Income 2016: -$1,040,5652016Revenue 2017: $827,422Expenses 2017: $1,684,334Net Income 2017: -$856,9122017Revenue 2018: $1,520,823Expenses 2018: $2,634,801Net Income 2018: -$1,113,9782018Revenue 2019: $895,709Expenses 2019: $1,533,480Net Income 2019: -$637,7712019Revenue 2020: $723,034Expenses 2020: $1,313,435Net Income 2020: -$590,4012020Revenue 2021: $649,266Expenses 2021: $531,765Net Income 2021: $117,5012021Revenue 2022: $1,638,245Expenses 2022: $1,346,433Net Income 2022: $291,8122022Revenue 2023: $437,613Expenses 2023: $2,904,955Net Income 2023: -$2,467,3422023Revenue 2024: $214,277Expenses 2024: $346,771Net Income 2024: -$132,4942024

Latest loaded filing

2024

Revenue$214,277
Expenses$346,771
Net Income-$132,494
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 16, 2022
Return Version
2020v1.1
Mission and Program Overview

Mission

The Montefiore Foundation was established to preserve endowment funds, to provide for proper investment of endowment funds, to allocate funds to Montefiore in accordance with its needs and donors wishes, to increase charitable support through endowment and other fundraising, and to increase community awareness and support.

Filing and Contact Details

Filer

Filer Name
Montefiore Foundation
EIN
34-1788055
In Care Of
% Brenda Satterfield
Phone
2168396672
Address
27100 Cedar Rd, Beachwood, OH 44122

Signing Officer

Name
Brenda Satterfield
Title
CFO
Phone
2168396672
Signed
2022-05-16
Raw XML Appendix77 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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IRS990T/BalanceDueAmt0491
IRS990T/BooksInCareOfDetail/PersonNm0BRENDA SATTERFIELD
IRS990T/BooksInCareOfDetail/PhoneNum02168396672
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt027100 Cedar Rd
IRS990T/BooksInCareOfDetail/USAddress/CityNm0Beachwood
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd044122
IRS990T/BookValueAssetsEOYAmt014958715
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/ProvChangeMethodOfAcctDescInd0false
IRS990TScheduleA/CostOfGoodsSoldAmt01408
IRS990TScheduleA/GrossProfitAmt04442
IRS990TScheduleA/GrossReceiptsOrSalesAmt05850
IRS990TScheduleA/IntAnntsRyltsRentCtrlOrgGrp/ExmptCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/IntAnntsRyltsRentCtrlOrgGrp/ExmptCtrlOrgPymtGrossIncmAmt10
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IRS990TScheduleA/IntAnntsRyltsRentCtrlOrgGrp/ExmptCtrlOrgPymtGrossIncmAmt30
IRS990TScheduleA/IntAnntsRyltsRentCtrlOrgGrp/NnxmptCtrlOrgPymtGrossIncmAmt00
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IRS990TScheduleA/IntAnntsRyltsRentCtrlOrgGrp/NnxmptCtrlOrgPymtGrossIncmAmt30
IRS990TScheduleA/NetGrossReceiptsOrSalesAmt05850
IRS990TScheduleA/PrincipalBusinessActivityCd0900099
IRS990TScheduleA/PurchasesAmt01408
IRS990TScheduleA/SalariesAndWagesAmt01104
IRS990TScheduleA/Section263ARulesApplyInd0false
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalCostGoodsSoldAmt01408
IRS990TScheduleA/TotalDeductionsAmt01104
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt04442
IRS990TScheduleA/TotUnrltTrdBusIncmAmt04442
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0Taxable donations advertising
IRS990TScheduleA/UBIBeforeNOLDedAmt03338
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt03338
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt0491
IRS990T/TaxLessCreditsAmt0491
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt0491
IRS990T/TotalTaxComputationAmt0491
IRS990T/TotalUBTIAmt02338
IRS990T/TotalUBTIBeforeNOLSpecificAmt03338
IRS990T/TotalUBTIBeforeSection199AAmt03338
IRS990T/TotalUBTIComputedAmt03338
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BRENDA SATTERFIELD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum02168396672
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Montefiore Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0341788055
ReturnHeader/Filer/InCareOfNm0% Brenda Satterfield
ReturnHeader/Filer/PhoneNum02168396672
ReturnHeader/Filer/USAddress/AddressLine1Txt027100 Cedar Rd
ReturnHeader/Filer/USAddress/CityNm0Beachwood
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044122
ReturnHeader/ReturnTs02022-05-16T22:08:57-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRENDA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SATTERFIELD
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
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Net assets
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Revenue
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Expenses
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Net income
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Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.0$0.34$10.6$0.21$0.35$0.13
2023Detailed filing. Detailed filing data is available for this year.$11.1$0.32$10.8$0.44$2.90$2.47
2022Detailed filing. Detailed filing data is available for this year.$12.7$0.33$12.3$1.64$1.35$0.29
2021Detailed filing. Detailed filing data is available for this year.$15.0$0.36$14.6$0.65$0.53$0.12
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020Detailed filing. Detailed filing data is available for this year.$11.5$0.58$10.9$0.72$1.31$0.59
2019Detailed filing. Detailed filing data is available for this year.$12.3$0.54$11.8$0.90$1.53$0.64
2018Detailed filing. Detailed filing data is available for this year.$12.8$0.59$12.3$1.52$2.63$1.11
2017Detailed filing. Detailed filing data is available for this year.$13.3$0.65$12.6$0.83$1.68$0.86
2016Detailed filing. Detailed filing data is available for this year.$12.5$0.70$11.8$1.03$2.07$1.04
2015Detailed filing. Detailed filing data is available for this year.$14.1$0.70$13.4$1.55$3.79$2.24
2014Detailed filing. Detailed filing data is available for this year.$16.4$0.65$15.7$1.09$2.88$1.79
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.1$0.61$15.5$1.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.5$0.61$13.9$1.44
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.6$0.73$14.9$1.45
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.4$0.76$12.6$2.10