Civic Intelligence

Monticello Foundation Inc.

990EZ • Fiscal year 2011 • EIN 39-1806015

Jul 01, 2010 to Jun 30, 2011 • Filed on Mar 01, 2012

Organization ProfileN/A
PO Box 63653570
Siviq Scores

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

Liabilities / Assets

71st percentile

0.06x

Higher debt load relative to assets than 71% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Liabilities / Revenue

93rd percentile

0.62x

Higher debt load relative to revenue than 93% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Net Margin

93rd percentile

52%

Higher net margin than 93% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

63rd percentile

8.0%

Faster asset growth than 63% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

89th percentile

73%

Faster revenue growth than 89% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Annualized from 2010 to 2011

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$429,281

Up $31,854 (+8.0%) from 2010

Net Assets

Up

$402,031

Up $22,954 (+6.1%) from 2010

Liabilities

Up

$27,250

Up $8,900 (+49%) from 2010

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin93rd percentile

Revenue

Up

$44,122

Up $18,654 (+73%) from 2010

Expenses

Up

$21,168

Up $3,838 (+22%) from 2010

Net Income

Up

$22,954

Up $14,816 (+182%) from 2010

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$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

2011

Assets$429,281
Liabilities$27,250
Net Assets$402,031
Open 2011 Filing

Operations Trend

Revenue Growth89th percentile

Revenue, expenses, and net income across loaded years, with this 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

2011

Revenue$44,122
Expenses$21,168
Net Income$22,954
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
Mar 1, 2012
Return Version
2010v3.4
Mission and Program Overview

Mission

NONE

Filing and Contact Details

Filer

EIN
39-1806015
Raw XML Appendix270 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
IRS990EZ/ActivitiesNotPreviouslyRpt00
IRS990EZ/AmountOfTaxImposedOnOrgMgr00
IRS990EZ/AmountOfTaxReimbursedByOrg00
IRS990EZ/CashSavingsAndInvestments/BOY02986
IRS990EZ/CashSavingsAndInvestments/EOY05465
IRS990EZ/ContributionsGiftsGrantsEtc022019
IRS990EZ/CostOtherBasisAndSalesExpenses03162
IRS990EZ/DirectIndirectPoliticalExpend00
IRS990EZ/DoesOrgHaveHospital00
IRS990EZ/EngagedInExcessBenefitTrans00
IRS990EZ/EngageInLobbyingActivities00
IRS990EZ/EngagePoliticalCmpgnActivities00
IRS990EZ/ExcessOrDeficitForYear022954
IRS990EZ/FeesAndOthPymtToIndContractors0775
IRS990EZ/FiledScheduleA01
IRS990EZ/ForeignFinancialAccount00
IRS990EZ/ForeignOffice00
IRS990EZ/FundraisingGrossIncome012110
IRS990EZ/GainOrLossFromSaleOfAssets00
IRS990EZ/GrantsAndSimilarAmountsPaid019000
IRS990EZ/GrossAmountFromSaleOfAssets03162
IRS990EZ/GrossReceipts054603
IRS990EZ/GrossReceiptsLessThan250000X
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartII0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/InfoInScheduleOPartV0X
IRS990EZ/MadeChangesToOrgnzngEtcDoc00
IRS990EZ/MadeLoansToFromOfficers00
IRS990EZ/MaintainAnyDonorAdvisedFunds00
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY0379077
IRS990EZ/NetAssetsOrFundBalancesBOY0379077
IRS990EZ/NetAssetsOrFundBalances/EOY0402031
IRS990EZ/NetAssetsOrFundBalancesEOY0402031
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine10511 MONTESIAN CT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine11W3796 CTY EE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine12410 S MAIN ST PO BOX 423
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine13W6164 RON HILL LN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine142107 8TH ST
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine15345 URBAN RD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine16544 EISENHOWER CT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine17W4586 WITTENWYLER RD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine18309 CHEYENE TRAIL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City0MONTICELLO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City1MONTICELLO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City2MONTICELLO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City3MONTICELLO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City4MONROE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City5MONTICELLO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City6MONTICELLO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City7MONTICELLO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City8MADISON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State0WI
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State1WI
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State2WI
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State3WI
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State4WI
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State5WI
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State6WI
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State7WI
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State8WI
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode053570
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode153570
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode253570
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode353570
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode453566
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode553570
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode653570
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode753570
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode853705
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition02.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition10.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition20.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition30.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition40.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition50.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition62.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition70.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition80.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation0400
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation6400
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation70
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation80
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc70
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc80
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances70
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances80
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0CATHY SENNETT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1CAROL KUBLY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2MARCIA VOSS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3RUSSELL QUINN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4KEITH HOESLY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5LLINN LEDERMAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6JEAN MCMANNES
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName7MARK WITTENWYLER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName8ELMER LEMON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title8PRESIDENT
IRS990EZ/OperatingSchool00
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc00
IRS990EZ/OrganizationHadUBI00
IRS990EZ/OtherAssetsTotal/BOY0394441
IRS990EZ/OtherAssetsTotal/EOY0423816
IRS990EZ/OtherChangesInNetAssets00
IRS990EZ/OtherExpensesTotal0100
IRS990EZ/OtherRevenueTotal017312
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0TO RAISE MONEY TO PROVIDE SCHOLARSHIPS FOR GRADUATES OF MONTICELLO HIGH SCHOOL
IRS990EZ/PrintingPublicationsPostage0493
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0PROVIDED SCHOLARSHIPS TO MHS GRADUATES
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations019000
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses00
IRS990EZ/ProhibitedTaxShelterTrans00
IRS990EZ/RelatedOrgControlledEntity00
IRS990EZ/SalariesOtherCompEmplBenefits0800
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses07319
IRS990EZ/SpecialEventsNetIncomeLoss04791
IRS990EZ/StatesWhereCopyOfReturnIsFiled0WI
IRS990EZ/SumOfTotalLiabilities/BOY018350
IRS990EZ/SumOfTotalLiabilities/EOY027250
IRS990EZ/TanningServicesProvided00
IRS990EZ/TaxImposedUnderIRC491100
IRS990EZ/TaxImposedUnderIRC491200
IRS990EZ/TaxImposedUnderIRC495500
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10W3796 CTY HWY EE
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0MONTICELLO
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0WI
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode053570
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10CAROL CASEY KUBLY
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber06089384543
IRS990EZ/TotalAssets/BOY0397427
IRS990EZ/TotalAssets/EOY0429281
IRS990EZ/TotalExpenses021168
IRS990EZ/TotalRevenue044122
IRS990EZ/TransactionWithControlEntity00
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg00
IRS990EZ/WebSite0N/A
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear022019
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year08603
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years04724
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years07030
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years04764
IRS990ScheduleA/GiftsGrantsContribReceived170/Total047140
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear016704
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus1Year010344
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years014620
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years012553
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus4Years011673
IRS990ScheduleA/GrossInvestmentIncome170/Total065894
IRS990ScheduleA/OtherIncome170/CurrentTaxYear012110
IRS990ScheduleA/OtherIncome170/CurrentTaxYearMinus1Year08382
IRS990ScheduleA/OtherIncome170/CurrentTaxYearMinus2Years06641
IRS990ScheduleA/OtherIncome170/CurrentTaxYearMinus3Years05542
IRS990ScheduleA/OtherIncome170/CurrentTaxYearMinus4Years03802
IRS990ScheduleA/OtherIncome170/Total036477
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportPertcentage17000.31530
IRS990ScheduleA/PublicSupportPertcentPriorYear00.60290
IRS990ScheduleA/PublicSupportTotal170047140
IRS990ScheduleA/ThirtyThreePercntTestsPY1700X
IRS990ScheduleA/Total170/CurrentTaxYear022019
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year08603
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years04724
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years07030
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years04764
IRS990ScheduleA/Total170/Total047140
IRS990ScheduleA/TotalSupport0149511
IRS990ScheduleO/GeneralExplanation/Explanation0DESCRIPTION: PRIMEVEST-INTEREST. AMOUNT: 1,041. DESCRIPTION: PRIMEVEST-DIVIDENDS. AMOUNT: 12,015. DESCRIPTION: PRIMEVEST CAP GAINS. AMOUNT: 3,055. DESCRIPTION: BANK OF MONTICELLO CD INTEREST #45118. AMOUNT: 85. DESCRIPTION: BANK OF MONTICELLO CD INTEREST #56500 . AMOUNT: 508. DESCRIPTION: SWEENY SCHOLARSHIP NOT COLLECTED. AMOUNT: 600. DESCRIPTION: PRIMEVEST MM INT. AMOUNT: 8. TOTAL TO FORM 990-EZ, LINE 8: 17,312.
IRS990ScheduleO/GeneralExplanation/Explanation1ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: KENNETH SWANN. GRANTEE ADDRESS: 563 S. MAIN ST. MONTICELLO, WI 53570. AMOUNT GIVEN: 1,500.
IRS990ScheduleO/GeneralExplanation/Explanation2ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: TAYLOR PFEUTI. GRANTEE ADDRESS: N3526 AEBLY RD MONROE, WI 53566. AMOUNT GIVEN: 1,500.
IRS990ScheduleO/GeneralExplanation/Explanation3ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: COREY MC GOWAN. GRANTEE ADDRESS: W5385 HEFTY RD MONTICELLO, WI 53570. AMOUNT GIVEN: 1,500.
IRS990ScheduleO/GeneralExplanation/Explanation4ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: TAYLOR KLITZKE. GRANTEE ADDRESS: 334 S. MAIN ST. MONTICELLO, WI 53570. AMOUNT GIVEN: 1,500.
IRS990ScheduleO/GeneralExplanation/Explanation5ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: SARA SILVER. GRANTEE ADDRESS: N6585 SILVER ROAD MONTICELLO, WI 53570. AMOUNT GIVEN: 1,750.
IRS990ScheduleO/GeneralExplanation/Explanation6ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: JOSHUA LOVE. GRANTEE ADDRESS: N6822 FIELD WOOD CT MONTICELLO, WI 53570. AMOUNT GIVEN: 1,500.
IRS990ScheduleO/GeneralExplanation/Explanation7ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: TYLER RITSCHARD. GRANTEE ADDRESS: N5797 FAIRVIEW RD MONTICELLO, WI 53570. AMOUNT GIVEN: 1,500.
IRS990ScheduleO/GeneralExplanation/Explanation8ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: COLE HENNING. GRANTEE ADDRESS: 532 S. MAIN MONTICELLO, WI 53570. AMOUNT GIVEN: 1,750.
IRS990ScheduleO/GeneralExplanation/Explanation9ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: JUSTINE ATKINSON. GRANTEE ADDRESS: 706 JOHNSON ST. MONTICELLO, WI 53570. AMOUNT GIVEN: 1,500.
IRS990ScheduleO/GeneralExplanation/Explanation10ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: RAVEN FOULKER. GRANTEE ADDRESS: 720 E. COATES AVE. MONTICELLO, WI 53570. AMOUNT GIVEN: 1,500.
IRS990ScheduleO/GeneralExplanation/Explanation11ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: COURTNEY ERB. GRANTEE ADDRESS: W5336 FAIRVIEW RD MONTICELLO, WI 53570. AMOUNT GIVEN: 1,750.
IRS990ScheduleO/GeneralExplanation/Explanation12ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: KATIE MARTI. GRANTEE ADDRESS: 302 S. EAST ST. ALBANY, WI 53502. AMOUNT GIVEN: 1,750. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 19,000.
IRS990ScheduleO/GeneralExplanation/Explanation13DESCRIPTION: LICENSE. AMOUNT: 10. DESCRIPTION: ADVERTISING. AMOUNT: 50. DESCRIPTION: MISC.. AMOUNT: 40. TOTAL TO FORM 990-EZ, LINE 16: 100.
IRS990ScheduleO/GeneralExplanation/Explanation14DESCRIPTION: CD- BANK OF MONTICELLO #45118. BEG. OF YEAR AMOUNT: 8,683. END OF YEAR AMOUNT: 4,292. DESCRIPTION: CD- LEHMAN BROS. BEG. OF YEAR AMOUNT: 25,000. END OF YEAR AMOUNT: 0. DESCRIPTION: 500 SHS WALGREEN. BEG. OF YEAR AMOUNT: 18,335. END OF YEAR AMOUNT: 18,335. DESCRIPTION: 363 SHS ALLIANCE BER UTILITY INC. BEG. OF YEAR AMOUNT: 6,220. END OF YEAR AMOUNT: 6,220. DESCRIPTION: 755 SHS DTE. BEG. OF YEAR AMOUNT: 26,419. END OF YEAR AMOUNT: 26,419. DESCRIPTION: 10 SHS WW GRAINGER (10/17/10). BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1,220. DESCRIPTION: 400 SHS SPDR DIVIDEND. BEG. OF YEAR AMOUNT: 22,666. END OF YEAR AMOUNT: 22,666. DESCRIPTION: 729 SHS PEPSICO. BEG. OF YEAR AMOUNT: 43,310. END OF YEAR AMOUNT: 43,310. DESCRIPTION: 500 SHS HERSHEY. BEG. OF YEAR AMOUNT: 27,200. END OF YEAR AMOUNT: 27,200. DESCRIPTION: 500 SHS EXXON. BEG. OF YEAR AMOUNT: 28,800. END OF YEAR AMOUNT: 28,800. DESCRIPTION: 32 SHS SMUCKERS. BEG. OF YEAR AMOUNT: 1,419. END OF YEAR AMOUNT: 1,419. DESCRIPTION: ING GNMA INC A. BEG. OF YEAR AMOUNT: 10,000. END OF YEAR AMOUNT: 10,000. DESCRIPTION: ING INT BOND. BEG. OF YEAR AMOUNT: 10,258. END OF YEAR AMOUNT: 10,258. DESCRIPTION: ING SENIOR INC. BEG. OF YEAR AMOUNT: 10,016. END OF YEAR AMOUNT: 10,016. DESCRIPTION: 380 SHS US BANCORP. BEG. OF YEAR AMOUNT: 13,159. END OF YEAR AMOUNT: 13,159. DESCRIPTION: PRIME VEST M.M.. BEG. OF YEAR AMOUNT: 3,692. END OF YEAR AMOUNT: 1,801. DESCRIPTION: PIMCO TOTAL RETURN A. BEG. OF YEAR AMOUNT: 60,000. END OF YEAR AMOUNT: 85,000. DESCRIPTION: I SHARES BANCLAYS TIPS BOND. BEG. OF YEAR AMOUNT: 14,936. END OF YEAR AMOUNT: 29,841. DESCRIPTION: 130 SHS WI ENERGY CORP. BEG. OF YEAR AMOUNT: 2,574. END OF YEAR AMOUNT: 2,574. DESCRIPTION: BANK OF MONTICELLO CD# 56500. BEG. OF YEAR AMOUNT: 15,491. END OF YEAR AMOUNT: 15,999. DESCRIPTION: 500 SHS KRAFT FOODS. BEG. OF YEAR AMOUNT: 14,030. END OF YEAR AMOUNT: 14,030. DESCRIPTION: 160 SHS BOEING. BEG. OF YEAR AMOUNT: 10,681. END OF YEAR AMOUNT: 10,681. DESCRIPTION: 150 SHS KIMBERLY CLARK. BEG. OF YEAR AMOUNT: 9,577. END OF YEAR AMOUNT: 9,577. DESCRIPTION: 470 SHS WI ENERGY CORP. BEG. OF YEAR AMOUNT: 11,975. END OF YEAR AMOUNT: 11,975. DESCRIPTION: 150 SHS KIMBERLY CLARK (8/9/10). BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 9,953. DESCRIPTION: 300 SHS KRAFT FOODS (8/9/10). BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 9,071.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER REVENUE
IRS990ScheduleO/GeneralExplanation/Identifier1GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/GeneralExplanation/Identifier2GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/GeneralExplanation/Identifier3GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/GeneralExplanation/Identifier4GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/GeneralExplanation/Identifier5GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/GeneralExplanation/Identifier6GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/GeneralExplanation/Identifier7GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/GeneralExplanation/Identifier8GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/GeneralExplanation/Identifier9GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/GeneralExplanation/Identifier10GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/GeneralExplanation/Identifier11GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/GeneralExplanation/Identifier12GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/GeneralExplanation/Identifier13OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier14OTHER ASSETS
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference6FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference7FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference8FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference9FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference10FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference11FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference12FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference13FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference14FORM 990-EZ, PART II, LINE 24
TransferPrsnlBnftContractsDecl/Declaration0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0391806015
ReturnHeader/Filer/Name/BusinessNameLine10MONTICELLO FOUNDATION INC
ReturnHeader/Filer/NameControl0MONT
ReturnHeader/Filer/Phone06089384201
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 636
ReturnHeader/Filer/USAddress/City0MONTICELLO
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053570
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-03-01
ReturnHeader/Officer/Name0CAROL CASEY KUBLY
ReturnHeader/Officer/Phone06089384201
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10HARVEY W KUBLY CPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO BOX 695
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0MONTICELLO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode053570
ReturnHeader/Preparer/Name0HARVEY W KUBLY CPA
ReturnHeader/Preparer/Phone06089384610
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02010-07-01
ReturnHeader/TaxPeriodEndDate02011-06-30
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02012-03-01T08:28:37-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$429,281
Liabilities
$27,250
Net assets
$402,031
Revenue
$44,122
Expenses
$21,168
Net income
$22,954
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