Civic Intelligence

Monona Serenity Group Incorporated

990EZ • Fiscal year 2016 • EIN 39-1537157

Sep 01, 2015 to Aug 31, 2016 • Filed on Oct 10, 2016

Organization Profilewww.mononaserenitygroup.org
4933 Prairie Dock DrMadison, WI 53713

(608) 310-8140

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.72x

Higher debt load relative to assets than 92% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

99th percentile

4.60x

Higher debt load relative to revenue than 99% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

51st percentile

3.6%

Higher net margin than 51% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

43rd percentile

-1.1%

Faster asset growth than 43% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

47th percentile

-0.8%

Faster revenue growth than 47% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Down

$497,045

Down $5,438 (-1.1%) from 2015

Net Assets

Up

$140,560

Up $2,770 (+2.0%) from 2015

Liabilities

Down

$356,485

Down $8,208 (-2.3%) from 2015

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin51st percentile

Revenue

Down

$77,413

Down $647 (-0.8%) from 2015

Expenses

Up

$74,643

Up $1,701 (+2.3%) from 2015

Net Income

Down

$2,770

Down $2,348 (-46%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$600K$400K$200K$0Assets 2011: $542,465Liabilities 2011: $400,7472011Assets 2012: $529,255Liabilities 2012: $394,272Net Assets 2012: $134,9832012Assets 2013: $517,863Liabilities 2013: $384,938Net Assets 2013: $132,9252013Assets 2014: $508,648Liabilities 2014: $375,976Net Assets 2014: $132,6722014Assets 2015: $502,483Liabilities 2015: $364,693Net Assets 2015: $137,7902015Assets 2016: $497,045Liabilities 2016: $356,485Net Assets 2016: $140,5602016Assets 2017: $494,709Liabilities 2017: $347,870Net Assets 2017: $146,8392017Assets 2018: $485,499Liabilities 2018: $337,422Net Assets 2018: $148,0772018Assets 2019: $488,577Liabilities 2019: $326,209Net Assets 2019: $162,3682019Assets 2020: $468,914Liabilities 2020: $320,9732020Assets 2021: $373,189Liabilities 2021: $307,745Net Assets 2021: $65,4442021Assets 2022: $330,945Liabilities 2022: $258,029Net Assets 2022: $72,9162022Assets 2023: $298,301Liabilities 2023: $246,521Net Assets 2023: $51,7802023Assets 2024: $288,749Liabilities 2024: $235,476Net Assets 2024: $53,2732024Assets 2025: $289,459Liabilities 2025: $223,946Net Assets 2025: $65,5132025

Highlighted filing

2016

Assets$497,045
Liabilities$356,485
Net Assets$140,560
Open 2016 Filing

Operations Trend

Revenue Growth47th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $77,234Expenses 2011: $86,262Net Income 2011: -$9,0282011Expenses 2012: $81,0702012Revenue 2013: $71,954Expenses 2013: $74,012Net Income 2013: -$2,0582013Revenue 2014: $72,823Expenses 2014: $73,076Net Income 2014: -$2532014Revenue 2015: $78,060Expenses 2015: $72,942Net Income 2015: $5,1182015Revenue 2016: $77,413Expenses 2016: $74,643Net Income 2016: $2,7702016Revenue 2017: $85,361Expenses 2017: $79,082Net Income 2017: $6,2792017Revenue 2018: $85,252Expenses 2018: $84,014Net Income 2018: $1,2382018Revenue 2019: $95,245Expenses 2019: $80,954Net Income 2019: $14,2912019Revenue 2020: $65,419Expenses 2020: $75,846Net Income 2020: -$10,4272020Revenue 2021: $132,782Expenses 2021: $69,291Net Income 2021: $63,4912021Revenue 2022: $83,992Expenses 2022: $77,355Net Income 2022: $6,6372022Revenue 2023: $74,772Expenses 2023: $95,908Net Income 2023: -$21,1362023Revenue 2024: $89,296Expenses 2024: $87,803Net Income 2024: $1,4932024Revenue 2025: $96,648Expenses 2025: $84,408Net Income 2025: $12,2402025

Highlighted filing

2016

Revenue$77,413
Expenses$74,643
Net Income$2,770
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Oct 10, 2016
Return Version
2015v2.1
Gross Receipts
$87,013
Mission and Program Overview

Mission

Provide meeting space for Alcoholics Anonymous and other 12-step recovery groups

Meeting space for AAAlanon

Program Services

DescriptionGrantsExpenses
Provided a meeting place for alcoholics anonymous alanon and related groups A total of 1400 meetings occured in 2015-$54,071
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James SkeltonSecretary-$0--
Bill CordovaMembership-$0--
Henry MoorePresident-$0--
Kathy NortonTreasurer-$0--
Rob KaiserChairman-$0--
Mark HazelbakerVice President-$0--
Filing and Contact Details

Filer

Filer Name
Monona Serenity Group Inc
EIN
39-1537157
Address
4933 Prairie Dock Dr, Madison, WI 53713

Signing Officer

Name
Kathy Norton
Title
Treasurer
Phone
6083108140
Signed
2016-10-10
Discuss with paid preparer
Yes

Preparer

Firm
Beckett Tax and Accounting LLC
Address
266 Corporate Drive, Madison, WI 53714
Preparer
Duane Beckett CPA
Phone
6083108140
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountDepreciation expense 10,974Other expenses 9,116”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearMortgage 364,693 356,485”

Raw XML Appendix168 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Madison
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053713
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt040163
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IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MembershipDuesAmt011304
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0James Skelton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Bill Cordova
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Henry Moore
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kathy Norton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Rob Kaiser
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Mark Hazelbaker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt020090
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Meeting space for AAAlanon
IRS990EZ/PrintingPublicationsPostageAmt0482
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt054071
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt010608
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0364693
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt074643
IRS990EZ/TotalProgramServiceExpensesAmt054071
IRS990EZ/TotalRevenueAmt077413
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.mononaserenitygroup.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt064952
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt066287
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt061757
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IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99770
IRS990ScheduleA/PublicSupportPY170Pct01.00000
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt064152
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0316509
IRS990ScheduleA/TotalSupportAmt0317241
IRS990ScheduleC/DirectContactLegislatorsInd0false
IRS990ScheduleC/GrantsOtherOrganizationsInd0false
IRS990ScheduleC/MailingsMembersInd0false
IRS990ScheduleC/MediaAdvertisementsInd0false
IRS990ScheduleC/NotDescribedSection501c3Ind0false
IRS990ScheduleC/OtherActivitiesInd0false
IRS990ScheduleC/PaidStaffOrManagementInd0false
IRS990ScheduleC/PublicationsOrBroadcastInd0false
IRS990ScheduleC/RalliesDemonstrationsInd0false
IRS990ScheduleC/VolunteersInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountDepreciation expense 10,974Other expenses 9,116
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearMortgage 364,693 356,485
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of total liabilities Part II line 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kathy Norton
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06083108140
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Monona Serenity Group Inc
ReturnHeader/Filer/BusinessNameControlTxt0MONO
ReturnHeader/Filer/EIN0391537157
ReturnHeader/Filer/USAddress/AddressLine1Txt04933 Prairie Dock Dr
ReturnHeader/Filer/USAddress/CityNm0Madison
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053713
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0753077055
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Beckett Tax and Accounting LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0266 Corporate Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Madison
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053714
ReturnHeader/PreparerPersonGrp/PhoneNum06083108140
ReturnHeader/PreparerPersonGrp/PreparationDt02016-10-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Duane Beckett CPA
ReturnHeader/ReturnTs02016-10-21T09:51:22-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-09-01
ReturnHeader/TaxPeriodEndDt02016-08-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$497,045
Liabilities
$356,485
Net assets
$140,560
Revenue
$77,413
Expenses
$74,643
Net income
$2,770
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.89$2.24$0.66$0.97$0.84$0.12
2024Detailed filing. Detailed filing data is available for this year.$2.89$2.35$0.53$0.89$0.88$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.98$2.47$0.52$0.75$0.96$0.21
2022Detailed filing. Detailed filing data is available for this year.$3.31$2.58$0.73$0.84$0.77$0.07
2021Detailed filing. Detailed filing data is available for this year.$3.73$3.08$0.65$1.33$0.69$0.63
2020Summary only. Only limited summary data is available for this year.$4.69$3.21$0.65$0.76$0.10
2019Detailed filing. Detailed filing data is available for this year.$4.89$3.26$1.62$0.95$0.81$0.14
2018Detailed filing. Detailed filing data is available for this year.$4.85$3.37$1.48$0.85$0.84$0.01
2017Detailed filing. Detailed filing data is available for this year.$4.95$3.48$1.47$0.85$0.79$0.06
2016Detailed filing. Detailed filing data is available for this year.$4.97$3.56$1.41$0.77$0.75$0.03
2015Detailed filing. Detailed filing data is available for this year.$5.02$3.65$1.38$0.78$0.73$0.05
2014Detailed filing. Detailed filing data is available for this year.$5.09$3.76$1.33$0.73$0.73$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.18$3.85$1.33$0.72$0.74$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.29$3.94$1.35$0.81
2011Summary only. Only limited summary data is available for this year.$5.42$4.01$0.77$0.86$0.09