Civic Intelligence

Monticello Area Education Foundation

990EZ • Fiscal year 2015 • EIN 36-4257880

Jan 01, 2015 to Dec 31, 2015 • Filed on Jun 20, 2016

PO Box 473Monticello, IL 61856

(217) 762-5509

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

90th percentile

42%

Higher net margin than 90% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

61st percentile

8.4%

Faster asset growth than 61% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

44th percentile

-2.1%

Faster revenue growth than 44% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$371,907

Up $28,910 (+8.4%) from 2014

Net Assets

Up

$371,907

Up $28,910 (+8.4%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$68,330

Down $1,476 (-2.1%) from 2014

Expenses

Down

$39,420

Down $7,930 (-17%) from 2014

Net Income

Up

$28,910

Up $6,454 (+29%) from 2014

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $325,212Liabilities 2010: $2,697Net Assets 2010: $322,5152010Assets 2011: $331,853Liabilities 2011: $0Net Assets 2011: $331,8532011Assets 2012: $349,485Liabilities 2012: $0Net Assets 2012: $349,4852012Assets 2013: $320,541Liabilities 2013: $0Net Assets 2013: $320,5412013Assets 2014: $342,997Liabilities 2014: $0Net Assets 2014: $342,9972014Assets 2015: $371,907Liabilities 2015: $0Net Assets 2015: $371,9072015Assets 2016: $407,648Liabilities 2016: $0Net Assets 2016: $407,6482016Assets 2017: $469,440Liabilities 2017: $0Net Assets 2017: $469,4402017Assets 2018: $496,669Liabilities 2018: $0Net Assets 2018: $496,6692018Assets 2019: $555,954Liabilities 2019: $0Net Assets 2019: $555,9542019Assets 2020: $553,988Liabilities 2020: $0Net Assets 2020: $553,9882020Assets 2021: $571,234Liabilities 2021: $0Net Assets 2021: $571,2342021Assets 2022: $627,857Liabilities 2022: $0Net Assets 2022: $627,8572022Assets 2023: $654,422Liabilities 2023: $24,537Net Assets 2023: $629,8852023Assets 2024: $762,978Liabilities 2024: $0Net Assets 2024: $762,9782024

Highlighted filing

2015

Assets$371,907
Liabilities$0
Net Assets$371,907

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $36,0172010Expenses 2011: $65,7922011Revenue 2012: $73,691Expenses 2012: $55,171Net Income 2012: $18,5202012Revenue 2013: $19,853Expenses 2013: $48,797Net Income 2013: -$28,9442013Revenue 2014: $69,806Expenses 2014: $47,350Net Income 2014: $22,4562014Revenue 2015: $68,330Expenses 2015: $39,420Net Income 2015: $28,9102015Revenue 2016: $60,398Expenses 2016: $54,620Net Income 2016: $5,7782016Revenue 2017: $79,143Expenses 2017: $43,647Net Income 2017: $35,4962017Revenue 2018: $71,417Expenses 2018: $48,767Net Income 2018: $22,6502018Revenue 2019: $157,451Expenses 2019: $98,556Net Income 2019: $58,8952019Revenue 2020: $84,816Expenses 2020: $86,782Net Income 2020: -$1,9662020Revenue 2021: $62,149Expenses 2021: $47,944Net Income 2021: $14,2052021Revenue 2022: $101,398Expenses 2022: $45,719Net Income 2022: $55,6792022Revenue 2023: $111,383Expenses 2023: $114,743Net Income 2023: -$3,3602023Revenue 2024: $241,141Expenses 2024: $108,048Net Income 2024: $133,0932024

Highlighted filing

2015

Revenue$68,330
Expenses$39,420
Net Income$28,910
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jun 20, 2016
Return Version
2015v2.1
Gross Receipts
$84,526
Mission and Program Overview

Mission

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
MAEF PURPOSE IS TO SUPPLEMENT AND ENHANCE THE QUALITY OF EDUCATION BY OFFERING FINANCIAL SUPPORT TO STUDENTS AND EDUCATORS BY OFFERING PROGRAMS AND INITIATIVES--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARAH PROBST MILLERPast President-$0--
VIC ZIMMERMANEx Officio-$0--
LUKE FEENEYPresident-$0--
DIANA WILKINSecretary-$0--
BRIAN FULTONPresident Elect-$0--
ZACH HILLARDDirector-$0--
BRIAN SOWINSKITreasurer-$0--
JENNA BRANCHDirector-$0--
REBECCA MESPLAYDirector-$0--
LAURA STOFFELDirector-$0--
DARREN STRATERDirector-$0--
ERICA BRYANTDirector-$0--
STEPHANIE DAWSONDirector-$0--
MINDY DONAHUEDirector-$0--
JULIE MELTONDirector-$0--
JOHN MORRELLDirector-$0--
CHARLIE OSBORNEDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Casino Event----
Gala----
Filing and Contact Details

Filer

Filer Name
Monticello Area Education Fdn
EIN
36-4257880
Address
PO BOX 473, MONTICELLO, IL 61856

Signing Officer

Name
Luke Feeney
Title
President
Signed
2016-06-20
Discuss with paid preparer
Yes

Preparer

Firm
Kellys Accounting Service Inc
Address
310 W WASHINGTON PO BOX 17, MONTICELLO, IL 61856
Preparer
Kelly R Finet
Phone
2177625509
Supplemental Narrative

Additional Explanations

General explanation attachment

Major exempt purposeto raise monies to support programs in the monticello school district that have not received sufficient support from public monies available to the monticello school district

List of grants and similar amounts paid Part I line 10

Activity tutoring program grantee various teachers street monticello city, state, zip monticello, il 61856relationship none amount 4,938activity grants grantee monticello school district street 1 sage drive city, state, zip monticello, il 61856amount 12,395activity scholarship grantee various street monticello city, state, zip monticello, il 61856amount 16,500

Description of other expenses Part I line 16

Description amountbank fees 312insurance 1,248service awards 276office expense 405advertising 1,396

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MAJOR EXEMPT PURPOSETO RAISE MONIES TO SUPPORT PROGRAMS IN THE MONTICELLO SCHOOL DISTRICT THAT HAVE NOT RECEIVED SUFFICIENT SUPPORT FROM PUBLIC MONIES AVAILABLE TO THE MONTICELLO SCHOOL DISTRICT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY TUTORING PROGRAM GRANTEE VARIOUS TEACHERS STREET MONTICELLO CITY, STATE, ZIP MONTICELLO, IL 61856RELATIONSHIP NONE AMOUNT 4,938ACTIVITY GRANTS GRANTEE MONTICELLO SCHOOL DISTRICT STREET 1 SAGE DRIVE CITY, STATE, ZIP MONTICELLO, IL 61856AMOUNT 12,395ACTIVITY SCHOLARSHIP GRANTEE VARIOUS STREET MONTICELLO CITY, STATE, ZIP MONTICELLO, IL 61856AMOUNT 16,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTBANK FEES 312INSURANCE 1,248SERVICE AWARDS 276OFFICE EXPENSE 405ADVERTISING 1,396
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.63$0.00$7.63$2.41$1.08$1.33
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.54$0.25$6.30$1.11$1.15$0.03
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.28$0.00$6.28$1.01$0.46$0.56
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.71$0.00$5.71$0.62$0.48$0.14
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.54$0.00$5.54$0.85$0.87$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.56$0.00$5.56$1.57$0.99$0.59
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.97$0.00$4.97$0.71$0.49$0.23
2017Detailed filing. Detailed filing data is available for this year.$4.69$0.00$4.69$0.79$0.44$0.35
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.08$0.00$4.08$0.60$0.55$0.06
2015Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.68$0.39$0.29
2014Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.70$0.47$0.22
2013Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.20$0.49$0.29
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.49$0.00$3.49$0.74$0.55$0.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.32$0.00$3.32$0.66
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.25$0.03$3.23$0.36
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • <$500k nonprofits