Civic Intelligence

Monticello Foundation Inc.

990 • Fiscal year 2019 • EIN 39-1806015

Jul 01, 2018 to Jun 30, 2019 • Filed on Dec 18, 2019

Organization ProfileN/A
PO Box 636Monticello, WI 53570

(608) 938-4543

Siviq Scores

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

Liabilities / Assets

38th percentile

0.03x

Higher debt load relative to assets than 38% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.14x

Higher debt load relative to revenue than 59% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

96th percentile

72%

Higher net margin than 96% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$500

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

79th percentile

19%

Faster asset growth than 79% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

95th percentile

140%

Faster revenue growth than 95% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$1,021,189

Up $164,081 (+19%) from 2018

Net Assets

Up

$989,189

Up $161,081 (+19%) from 2018

Liabilities

Up

$32,000

Up $3,000 (+10%) from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin96th percentile

Revenue

Up

$225,205

Up $131,196 (+140%) from 2018

Expenses

Up

$64,124

Up $13,950 (+28%) from 2018

Net Income

Up

$161,081

Up $117,246 (+267%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth79th 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

2019

Assets$1,021,189
Liabilities$32,000
Net Assets$989,189
Open 2019 Filing

Operations Trend

Revenue Growth95th 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

2019

Revenue$225,205
Expenses$64,124
Net Income$161,081
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Dec 18, 2019
Return Version
2018v3.1
Gross Receipts
$263,704
Mission and Program Overview

Mission

NONE

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$828,108$989,189▲ $161,081
Investments in Publicly Traded Securities$804,871$964,480▲ $159,609
Cash and Non-Interest-Bearing Accounts$52,237$56,709▲ $4,472
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$857,108$1,021,189▲ $164,081
Liabilities
Grants Payable$29,000$32,000▲ $3,000
Total Liabilities$29,000$32,000▲ $3,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$828,108$989,189▲ $161,081
Total Liabilities and Net Assets / Fund Balance$857,108$1,021,189▲ $164,081
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleBaseTotal
Carol Casey KublyTreasurer$500$500
Jean McmannesSecretary$500$500

Board Members and Trustees

NameTitle
Llinn LedermanPresident
David QuadeVice President
Jane TerebaDirector
Joann McruseDirector
Keith HoeslyDirector
Melody FlesherDirector
Ronda BucholzDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$134,430
Program Service Revenue
$0
Investment Income
$59,679
Other Revenue
$31,096
All Other Contributions
$134,430
Change in Net Assets
$161,081
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$56,000
Other Expenses$8,124
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$56,000--$56,000
Fees for Service Investment Mgmnt Fees$4,845--$4,845
Fees for Services Accounting$1,075--$1,075
Fees for Services Management$1,000--$1,000
Advertising$359--$359
Fees for Services Other$225--$225
Other Expenses$50--$50
All Other Expenses$43--$43
Total Functional Expenses$64,124$0$0$64,124
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$41,275
Fundraising Direct Expenses$10,179
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$41,275$41,275$10,179$31,096
Total Events$41,275$41,275$10,179$31,096
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 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 story 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. Ronda bucholz - 2004 adderbury ln, madison, wi 53711. Keith hoesly - 2107 8th st., monroe, wi 53566. Melody flesher - w5657 cty c, 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
2019-12-18
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 Appendix389 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO RAISE MONEY TO PROVIDE SCHOLARSHIPS FOR GRADUATES OF MONTICELLO HIGH SCHOOL.
IRS990/AdvertisingGrp/ProgramServicesAmt0359
IRS990/AdvertisingGrp/TotalAmt0359
IRS990/AllOtherContributionsAmt0134430
IRS990/AllOtherExpensesGrp/ProgramServicesAmt043
IRS990/AllOtherExpensesGrp/TotalAmt043
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CAROL CASEY KUBLY
IRS990/BooksInCareOfDetail/PhoneNum06089384543
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0W3796 CTY HWY EE
IRS990/BooksInCareOfDetail/USAddress/CityNm0MONTICELLO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053570
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt052237
IRS990/CashNonInterestBearingGrp/EOYAmt056709
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0134430
IRS990/CYGrantsAndSimilarPaidAmt056000
IRS990/CYInvestmentIncomeAmt059679
IRS990/CYOtherExpensesAmt08124
IRS990/CYOtherRevenueAmt031096
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0161081
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt064124
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0225205
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDE SCHOLARSHIPS TO MHS GRADUATES.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt064124
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt01075
IRS990/FeesForServicesAccountingGrp/TotalAmt01075
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt01000
IRS990/FeesForServicesManagementGrp/TotalAmt01000
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0225
IRS990/FeesForServicesOtherGrp/TotalAmt0225
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt04845
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt04845
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0JANE TEREBA
IRS990/Form990PartVIISectionAGrp/PersonNm1LLINN LEDERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm2JEAN MCMANNES
IRS990/Form990PartVIISectionAGrp/PersonNm3CAROL CASEY KUBLY
IRS990/Form990PartVIISectionAGrp/PersonNm4JOANN MCRUSE
IRS990/Form990PartVIISectionAGrp/PersonNm5RONDA BUCHOLZ
IRS990/Form990PartVIISectionAGrp/PersonNm6KEITH HOESLY
IRS990/Form990PartVIISectionAGrp/PersonNm7MELODY FLESHER
IRS990/Form990PartVIISectionAGrp/PersonNm8DAVID QUADE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8VICE PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt010179
IRS990/FundraisingGrossIncomeAmt041275
IRS990/GainOrLossGrp/SecuritiesAmt07507
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt056000
IRS990/GrantsPayableGrp/BOYAmt029000
IRS990/GrantsPayableGrp/EOYAmt032000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt056000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt056000
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt035827
IRS990/GrossReceiptsAmt0263704
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt052172
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt052172
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0804871
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0964480
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt028320
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0NONE
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0828108
IRS990/NetAssetsOrFundBalancesEOYAmt0989189
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt07507
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt07507
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt031096
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt031096
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ANNUAL MEETING
IRS990/OtherExpensesGrp/Desc1POSTAGE
IRS990/OtherExpensesGrp/Desc2LICENSE
IRS990/OtherExpensesGrp/Desc3DUES
IRS990/OtherExpensesGrp/ProgramServicesAmt0354
IRS990/OtherExpensesGrp/ProgramServicesAmt1109
IRS990/OtherExpensesGrp/ProgramServicesAmt264
IRS990/OtherExpensesGrp/ProgramServicesAmt350
IRS990/OtherExpensesGrp/TotalAmt0354
IRS990/OtherExpensesGrp/TotalAmt1109
IRS990/OtherExpensesGrp/TotalAmt264
IRS990/OtherExpensesGrp/TotalAmt350
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0CAROL CASEY KUBLY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0A
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt023782
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt046000
IRS990/PYInvestmentIncomeAmt037857
IRS990/PYOtherExpensesAmt04174
IRS990/PYOtherRevenueAmt032370
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt043835
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt050174
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt094009
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0161081
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0828108
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0989189
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0134430
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt023782
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt05860
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt024505
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt037941
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0226518
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt052172
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt035613
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt027596
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02333
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt024396
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0142110
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt041275
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt042715
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt040305
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt042580
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt050180
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0217055
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.38680
IRS990ScheduleA/PublicSupportPY170Pct00.29520
IRS990ScheduleA/PublicSupportTotal170Amt0226518
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0134430
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt023782
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt05860
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt024505
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt037941
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0226518
IRS990ScheduleA/TotalSupportAmt0585683
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010179
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt041275
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt041275
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt041275
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt041275
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt031096
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010179
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010179
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt056000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt032
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY PRESIDENT AND TREASURER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2JANE TEREBA - 6150 STORY 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. RONDA BUCHOLZ - 2004 ADDERBURY LN, MADISON, WI 53711. KEITH HOESLY - 2107 8TH ST., MONROE, WI 53566. MELODY FLESHER - W5657 CTY C, 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
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0857108
IRS990/TotalAssetsEOYAmt01021189
IRS990/TotalAssetsGrp/BOYAmt0857108
IRS990/TotalAssetsGrp/EOYAmt01021189
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0134430
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt064124
IRS990/TotalFunctionalExpensesGrp/TotalAmt064124
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt029000
IRS990/TotalLiabilitiesEOYAmt032000
IRS990/TotalLiabilitiesGrp/BOYAmt029000
IRS990/TotalLiabilitiesGrp/EOYAmt032000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0828108
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0989189
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt064124
IRS990/TotalReportableCompFromOrgAmt01000
IRS990/TotalRevenueGrp/ExclusionAmt031096
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt059679
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0225205
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0857108
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01021189
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/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL CASEY KUBLY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06089384543
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-12-18
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0393CE99D65AF09582DCD6571F0679F1F0AE02296
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0393CE99D65AF09582DCD6571F0679F1F0AE02296
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.128.166.7
ReturnHeader/FilingSecurityInformation/IPDt02019-12-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:56:19
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/ReturnTs02019-12-23T10:46:42-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,021,189
Liabilities
$32,000
Net assets
$989,189
Revenue
$225,205
Expenses
$64,124
Net income
$161,081
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