Civic Intelligence

Monona Serenity Group Incorporated

990EZ • Fiscal year 2019 • EIN 39-1537157

Sep 01, 2018 to Aug 31, 2019 • Filed on Dec 01, 2019

4933 Prairie Dock DrMadison, WI 53713

(608) 575-2185

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.67x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

98th percentile

3.42x

Higher debt load relative to revenue than 98% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

70th percentile

15%

Higher net margin than 70% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

47th percentile

0.6%

Faster asset growth than 47% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

65th percentile

12%

Faster revenue growth than 65% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$488,577

Up $3,078 (+0.6%) from 2018

Net Assets

Up

$162,368

Up $14,291 (+9.7%) from 2018

Liabilities

Down

$326,209

Down $11,213 (-3.3%) from 2018

Revenue

Up

$95,245

Up $9,993 (+12%) from 2018

Expenses

Down

$80,954

Down $3,060 (-3.6%) from 2018

Net Income

Up

$14,291

Up $13,053 (+1054%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$488,577
Liabilities$326,209
Net Assets$162,368

Operations Trend

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

2019

Revenue$95,245
Expenses$80,954
Net Income$14,291
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Dec 1, 2019
Return Version
2018v3.1
Gross Receipts
$105,962
Mission and Program Overview

Mission

Meeting space for AA/Alanon

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-$62,020
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
James SkeltonSecretary-$0--
John EdwardsMembership-$0--
Mark HazelbakerChairman-$0--
Kathy NortonTreasurer-$0--
Rob KaiserPresident-$0--
John SmithVicen 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
6085752185
Signed
2019-12-01
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Description of other expenses Part I line 16

Description AmountDepreciation expense 11,538Insurance website committee exp 11,964Equipment exp 224Prior year adjustment 5,207

Description of total liabilities Part II line 26

Category Beginning of Year End of YearMortgage 337,422 326,209

Raw XML Appendix180 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Madison
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Membership
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Vicen President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt028933
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountDepreciation expense 11,538Insurance website committee exp 11,964Equipment exp 224Prior year adjustment 5,207
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearMortgage 337,422 326,209
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of total liabilities Part II line 26
ReturnHeader/BuildTS02020-04-17 16:48:07Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Kathy Norton
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06085752185
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-12-01
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
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ReturnHeader/FilingSecurityInformation/IPTm012:12:30
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0753077055
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0266 Corporate Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Madison
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053714
ReturnHeader/PreparerPersonGrp/PhoneNum06083108140
ReturnHeader/PreparerPersonGrp/PreparationDt02019-12-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Duane Beckett
ReturnHeader/ReturnTs02019-12-09T12:12:31-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-09-01
ReturnHeader/TaxPeriodEndDt02019-08-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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