Civic Intelligence

Monticello Foundation Inc.

EIN 39-1806015 • 501(c)3 • Monticello, WI

Pub. 78 Eligible

Profile

NONE

PO Box 636Monticello, WI 53570

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

44th percentile

0.04x

Higher debt load relative to assets than 44% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

80th percentile

0.46x

Higher debt load relative to revenue than 80% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

77th percentile

25%

Higher net margin than 77% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

46th percentile

2.0%

Faster asset growth than 46% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

61st percentile

15%

Faster revenue growth than 61% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$1,264,655

Up $24,790 (+2.0%) from 2024

Liabilities

Down

$46,300

Down $1,000 (-2.1%) from 2024

Net Assets

Up

$1,218,355

Up $25,790 (+2.2%) from 2024

Operations
Liabilities / Revenue80th percentileNet Margin77th percentile

Revenue

Up

$101,319

Up $12,893 (+15%) from 2024

Expenses

Up

$75,529

Up $17,379 (+30%) from 2024

Net Income

Down

$25,790

Down $4,486 (-15%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2010: $397,427Liabilities 2010: $18,350Net Assets 2010: $379,0772010Assets 2011: $429,281Liabilities 2011: $27,250Net Assets 2011: $402,0312011Assets 2012: $451,326Liabilities 2012: $38,000Net Assets 2012: $413,3262012Assets 2013: $604,272Liabilities 2013: $18,500Net Assets 2013: $585,7722013Assets 2014: $673,903Liabilities 2014: $24,000Net Assets 2014: $649,9032014Assets 2015: $788,351Liabilities 2015: $32,000Net Assets 2015: $756,3512015Assets 2016: $795,882Liabilities 2016: $9,500Net Assets 2016: $786,3822016Assets 2017: $810,773Liabilities 2017: $26,500Net Assets 2017: $784,2732017Assets 2018: $857,108Liabilities 2018: $29,000Net Assets 2018: $828,1082018Assets 2019: $1,021,189Liabilities 2019: $32,000Net Assets 2019: $989,1892019Assets 2020: $1,037,053Liabilities 2020: $36,000Net Assets 2020: $1,001,0532020Assets 2021: $1,082,651Liabilities 2021: $39,475Net Assets 2021: $1,043,1762021Assets 2022: $1,176,417Liabilities 2022: $50,775Net Assets 2022: $1,125,6422022Assets 2023: $1,216,089Liabilities 2023: $53,800Net Assets 2023: $1,162,2892023Assets 2024: $1,239,865Liabilities 2024: $47,300Net Assets 2024: $1,192,5652024Assets 2025: $1,264,655Liabilities 2025: $46,300Net Assets 2025: $1,218,3552025

Highlighted filing

2025

Assets$1,264,655
Liabilities$46,300
Net Assets$1,218,355
Open 2025 Filing

Operations Trend

Revenue Growth61st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0Revenue 2010: $25,468Expenses 2010: $17,330Net Income 2010: $8,1382010Revenue 2011: $44,122Expenses 2011: $21,168Net Income 2011: $22,9542011Revenue 2012: $40,484Expenses 2012: $29,189Net Income 2012: $11,2952012Revenue 2013: $196,421Expenses 2013: $23,975Net Income 2013: $172,4462013Revenue 2014: $108,996Expenses 2014: $44,865Net Income 2014: $64,1312014Revenue 2015: $151,865Expenses 2015: $45,417Net Income 2015: $106,4482015Revenue 2016: $67,354Expenses 2016: $37,323Net Income 2016: $30,0312016Revenue 2017: $66,461Expenses 2017: $52,570Net Income 2017: $13,8912017Revenue 2018: $94,009Expenses 2018: $50,174Net Income 2018: $43,8352018Revenue 2019: $225,205Expenses 2019: $64,124Net Income 2019: $161,0812019Revenue 2020: $68,552Expenses 2020: $56,688Net Income 2020: $11,8642020Revenue 2021: $96,624Expenses 2021: $54,501Net Income 2021: $42,1232021Revenue 2022: $138,960Expenses 2022: $56,494Net Income 2022: $82,4662022Revenue 2023: $97,060Expenses 2023: $60,413Net Income 2023: $36,6472023Revenue 2024: $88,426Expenses 2024: $58,150Net Income 2024: $30,2762024Revenue 2025: $101,319Expenses 2025: $75,529Net Income 2025: $25,7902025

Highlighted filing

2025

Revenue$101,319
Expenses$75,529
Net Income$25,790
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,264,655
Liabilities
$46,300
Net assets
$1,218,355
Revenue
$101,319
Expenses
$75,529
Net income
$25,790
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.26$0.05$1.22$0.10$0.08$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.24$0.05$1.19$0.09$0.06$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.22$0.05$1.16$0.10$0.06$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.18$0.05$1.13$0.14$0.06$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.08$0.04$1.04$0.10$0.05$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.04$0.04$1.00$0.07$0.06$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.02$0.03$0.99$0.23$0.06$0.16
2018Detailed filing. Detailed filing data is available for this year.$0.86$0.03$0.83$0.09$0.05$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.81$0.03$0.78$0.07$0.05$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.80$0.01$0.79$0.07$0.04$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.79$0.03$0.76$0.15$0.05$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.67$0.02$0.65$0.11$0.04$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.02$0.59$0.20$0.02$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.04$0.41$0.04$0.03$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.03$0.40$0.04$0.02$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.40$0.02$0.38$0.03$0.02$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 16, 2025
Return Version
2024v5.2
Gross Receipts
$522,174
Mission and Program Overview

Mission

NONE

To raise money to provide scholarships for graduates of monticello high school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,204,927$1,219,544▲ $14,617
Rtn Earn Endowment Incm Other Fnds$1,192,565$1,218,355▲ $25,790
Cash and Non-Interest-Bearing Accounts$34,938$45,111▲ $10,173
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,239,865$1,264,655▲ $24,790
Liabilities
Grants Payable$47,300$46,300▼ $1,000
Total Liabilities$47,300$46,300▼ $1,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,192,565$1,218,355▲ $25,790
Total Liabilities and Net Assets / Fund Balance$1,239,865$1,264,655▲ $24,790
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Llinn LedermanPresident
David QuadeVice President
Jane TerebaDirector
Jean McmannesDirector
Keith HoeslyDirector
Lisa RitschardDirector
Mike AquinoDirector
Joann McruseSecretary
Carol Casey KublyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$26,213
Program Service Revenue
$0
Investment Income
$57,212
Other Revenue
$17,894
All Other Contributions
$26,213
Change in Net Assets
$25,790
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$59,500
Other Expenses$16,029
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$59,500--$59,500
Fees for Service Investment Mgmnt Fees$8,306--$8,306
Office Expenses$4,508--$4,508
Fees for Services Accounting-$1,373-$1,373
Fees for Services Management-$1,000-$1,000
Information Technology$378--$378
Fees for Services Other$102--$102
Other Expenses$37--$37
All Other Expenses$-50--$-50
Total Functional Expenses$73,156$2,373$0$75,529
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$28,805
Fundraising Direct Expenses$11,132
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$28,805$28,805$11,132$17,673
Total Events$28,805$28,805$11,132$17,673
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 is reviewed by president and treasurer.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST.”

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

“Jane tereba - 6150 stony hill dr., oregon, wi 53575. L.linn lederman - 345 urban rd, monticello, wi 53570. Jean mcmannes - 544 eisenhower ct, monticello, wi 53570. Carol casey kubly - w3796 cty hwy ee, monticello, wi 53570. Joann m.cruse - w4889 edelweiss rd, new glarus, wi 53574. Lisa ritschard - w5491 fairview rd, monticello, wi 53570. Keith hoesly - 2766 esq dr, stoughton, wi 53589. Mike aquino - n6094 cty f, monticello, wi 53570. David quade - 4848 morris ct, waunakee, wi 53597.”

Filing and Contact Details

Filer

Filer Name
Monticello Foundation Inc
EIN
39-1806015
Phone
6089384543
Address
PO BOX 636, MONTICELLO, WI 53570

Signing Officer

Name
Carol Casey Kubly
Title
Treasurer
Phone
6089384543
Signed
2025-10-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carol Casey Kubly
Formed
1994
Legal Domicile
Wi
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Harvey W Kubly CPA
Address
PO BOX 695, MONTICELLO, WI 53570
Preparer
Harvey W Kubly CPA
Phone
6089384610
Raw XML Appendix382 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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IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt025790
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01192565
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01218355
IRS990ScheduleA/FactsAndCircumstancesTestTxt0MONTICELLO FOUNDATION HAS MET THE 33 1/3% TEST SINCE ITS FOUNDING IN 1994 UNTIL 2024. OUR GIFTS AND CONTRIBUTIONS HAVE BEEN STEADILY INCREASING. HOWEVER, INCOME FROM OUR INVESTMENTS HAS BEEN WAY BEYOND OUR EXPECTATIONS.MONTICELLO FOUNDATION MAINTAINS A CONTINIOUS PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC AND ANNUAL GOLF OUTING IS HELD TO RAISE FUNDS. MONTICELLO FOUNDATION IS GOVERNED BY A 9 MEMBER BOARD OF DIRECTORS THAT MEET REGULARYLY.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt026213
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt022091
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt010685
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt015857
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt039320
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IRS990ScheduleA/TotalSupportAmt0505776
IRS990/ScheduleBRequiredInd00
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt028805
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt028805
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt017673
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt011132
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011132
IRS990ScheduleI/GrantRecordsMaintainedInd01
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt026
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY PRESIDENT AND TREASURER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2JANE TEREBA - 6150 STONY HILL DR., OREGON, WI 53575. L.LINN LEDERMAN - 345 URBAN RD, MONTICELLO, WI 53570. JEAN MCMANNES - 544 EISENHOWER CT, MONTICELLO, WI 53570. CAROL CASEY KUBLY - W3796 CTY HWY EE, MONTICELLO, WI 53570. JOANN M.CRUSE - W4889 EDELWEISS RD, NEW GLARUS, WI 53574. LISA RITSCHARD - W5491 FAIRVIEW RD, MONTICELLO, WI 53570. KEITH HOESLY - 2766 ESQ DR, STOUGHTON, WI 53589. MIKE AQUINO - N6094 CTY F, MONTICELLO, WI 53570. DAVID QUADE - 4848 MORRIS CT, WAUNAKEE, WI 53597.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
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IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0W3796 COUNTY HWY EE
IRS990/USAddress/CityNm0MONTICELLO
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053570
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL CASEY KUBLY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06089384543
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTICELLO FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0391806015
ReturnHeader/Filer/PhoneNum06089384543
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 636
ReturnHeader/Filer/USAddress/CityNm0MONTICELLO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053570
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391471485
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HARVEY W KUBLY CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 695
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONTICELLO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053570
ReturnHeader/PreparerPersonGrp/PhoneNum06089384610
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HARVEY W KUBLY CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-03T11:37:57-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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