Civic Intelligence

Montefiore Foundation

990T • Fiscal year 2024 • EIN 34-1788055

Jul 01, 2023 to Jun 30, 2024 • Filed on May 06, 2025

Organization Profilewww.montefiorecare.org
25701 Science Park DriveBeachwood, OH 44122

(614) 204-3970

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

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

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, 2023 to Jun 30, 2024
Signed
May 6, 2025
Return Version
2023v8.0
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
Phone
6142043970
Address
25701 SCIENCE PARK DRIVE, BEACHWOOD, OH 44122

Signing Officer

Name
Ken Marblestone
Title
President
Phone
6142043970
Signed
2025-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Plante & Moran Pllc
Address
250 S HIGH ST SUITE 100, COLUMBUS, OH 43215
Preparer
Amy Ciminello
Phone
6148493000
Raw XML Appendix92 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/BooksInCareOfDetail/PhoneNum06142043970
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt025701 SCIENCE PARK DRIVE
IRS990T/BooksInCareOfDetail/USAddress/CityNm0BEACHWOOD
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd044122
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IRS990T/TotalUBTIBeforeSection199AAmt06382
IRS990T/TotalUBTIComputedAmt06382
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ReturnHeader/Filer/BusinessNameControlTxt0MONT
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ReturnHeader/Filer/PhoneNum06142043970
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043215
ReturnHeader/PreparerPersonGrp/PhoneNum06148493000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY CIMINELLO
ReturnHeader/ReturnTs02025-05-12T09:16:11-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • 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
-
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
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
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
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