Civic Intelligence

Monticello Foundation Inc.

990 • Fiscal year 2022 • EIN 39-1806015

Jul 01, 2021 to Jun 30, 2022 • Filed on Dec 14, 2022

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

45th percentile

0.04x

Higher debt load relative to assets than 45% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

76th percentile

0.37x

Higher debt load relative to revenue than 76% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

92nd percentile

59%

Higher net margin than 92% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$500

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

65th percentile

8.7%

Faster asset growth than 65% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

80th percentile

44%

Faster revenue growth than 80% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$1,176,417

Up $93,766 (+8.7%) from 2021

Net Assets

Up

$1,125,642

Up $82,466 (+7.9%) from 2021

Liabilities

Up

$50,775

Up $11,300 (+29%) from 2021

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin92nd percentile

Revenue

Up

$138,960

Up $42,336 (+44%) from 2021

Expenses

Up

$56,494

Up $1,993 (+3.7%) from 2021

Net Income

Up

$82,466

Up $40,343 (+96%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2022

Assets$1,176,417
Liabilities$50,775
Net Assets$1,125,642
Open 2022 Filing

Operations Trend

Revenue Growth80th 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

2022

Revenue$138,960
Expenses$56,494
Net Income$82,466
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Dec 14, 2022
Return Version
2021v4.2
Gross Receipts
$155,111
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$1,069,841$1,134,130▲ $64,289
Rtn Earn Endowment Incm Other Fnds$1,043,176$1,125,642▲ $82,466
Cash and Non-Interest-Bearing Accounts$12,810$42,287▲ $29,477
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,082,651$1,176,417▲ $93,766
Liabilities
Grants Payable$39,475$50,775▲ $11,300
Total Liabilities$39,475$50,775▲ $11,300
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,043,176$1,125,642▲ $82,466
Total Liabilities and Net Assets / Fund Balance$1,082,651$1,176,417▲ $93,766
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleBaseTotal
Carol Casey KublyTreasurer$500$500
Joann McruseSecretary$500$500

Board Members and Trustees

NameTitle
Llinn LedermanPresident
David QuadeVice President
Jane TerebaDirector
Jean McmannesDirector
Keith HoeslyDirector
Mike AquinoDirector
Ronda BucholzDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$38,485
Program Service Revenue
$0
Investment Income
$77,306
Other Revenue
$23,169
All Other Contributions
$38,485
Change in Net Assets
$82,466
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$42,300
Other Expenses$14,194
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$42,300--$42,300
Fees for Service Investment Mgmnt Fees$5,590--$5,590
Advertising$3,491--$3,491
Fees for Services Accounting-$1,161-$1,161
Fees for Services Management-$1,000-$1,000
All Other Expenses$109--$109
Other Expenses$100--$100
Total Functional Expenses$54,333$2,161$0$56,494
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$39,320
Fundraising Direct Expenses$16,151
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$39,320$39,320$16,151$23,169
Total Events$39,320$39,320$16,151$23,169
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. Ronda bucholz - 2004 adderbury ln, madison, wi 53711. Keith hoesly - 1522 15th ave., monroe, wi 53566. 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
2022-12-14
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 Appendix371 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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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt023782
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0210849
IRS990ScheduleA/TotalSupportAmt0626253
IRS990/ScheduleBRequiredInd00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt016151
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt039320
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt039320
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt039320
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt039320
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt023169
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt016151
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt016151
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt042300
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt027
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. RONDA BUCHOLZ - 2004 ADDERBURY LN, MADISON, WI 53711. KEITH HOESLY - 1522 15TH AVE., MONROE, WI 53566. 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
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01082651
IRS990/TotalAssetsEOYAmt01176417
IRS990/TotalAssetsGrp/BOYAmt01082651
IRS990/TotalAssetsGrp/EOYAmt01176417
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt038485
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02161
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt054333
IRS990/TotalFunctionalExpensesGrp/TotalAmt056494
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt039475
IRS990/TotalLiabilitiesEOYAmt050775
IRS990/TotalLiabilitiesGrp/BOYAmt039475
IRS990/TotalLiabilitiesGrp/EOYAmt050775
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01043176
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01125642
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt054333
IRS990/TotalReportableCompFromOrgAmt01000
IRS990/TotalRevenueGrp/ExclusionAmt023169
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt077306
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0138960
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01082651
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01176417
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
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IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0MONTICELLO
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IRS990/USAddress/ZIPCd053570
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL CASEY KUBLY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06089384543
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-12-14
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/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/ReturnTs02023-01-12T00:00:00-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CAROL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CASEY KUBLY
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,176,417
Liabilities
$50,775
Net assets
$1,125,642
Revenue
$138,960
Expenses
$56,494
Net income
$82,466
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