Civic Intelligence

Monticello Foundation Inc.

990 • Fiscal year 2023 • EIN 39-1806015

Jul 01, 2022 to Jun 30, 2023 • Filed on Dec 06, 2023

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.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

81st percentile

0.55x

Higher debt load relative to revenue than 81% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

86th percentile

38%

Higher net margin than 86% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

47th percentile

3.4%

Faster asset growth than 47% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

12th percentile

-30%

Faster revenue growth than 12% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$1,216,089

Up $39,672 (+3.4%) from 2022

Net Assets

Up

$1,162,289

Up $36,647 (+3.3%) from 2022

Liabilities

Up

$53,800

Up $3,025 (+6.0%) from 2022

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin86th percentile

Revenue

Down

$97,060

Down $41,900 (-30%) from 2022

Expenses

Up

$60,413

Up $3,919 (+6.9%) from 2022

Net Income

Down

$36,647

Down $45,819 (-56%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2023

Assets$1,216,089
Liabilities$53,800
Net Assets$1,162,289
Open 2023 Filing

Operations Trend

Revenue Growth12th 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

2023

Revenue$97,060
Expenses$60,413
Net Income$36,647
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Dec 6, 2023
Return Version
2022v5.0
Gross Receipts
$123,398
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$1,134,130$1,176,265▲ $42,135
Rtn Earn Endowment Incm Other Fnds$1,125,642$1,162,289▲ $36,647
Cash and Non-Interest-Bearing Accounts$42,287$39,824▼ $2,463
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,176,417$1,216,089▲ $39,672
Liabilities
Grants Payable$50,775$53,800▲ $3,025
Total Liabilities$50,775$53,800▲ $3,025
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,125,642$1,162,289▲ $36,647
Total Liabilities and Net Assets / Fund Balance$1,176,417$1,216,089▲ $39,672
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$22,091
Program Service Revenue
$0
Investment Income
$59,112
Other Revenue
$15,857
All Other Contributions
$22,091
Change in Net Assets
$36,647
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$49,000
Other Expenses$11,413
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$49,000--$49,000
Fees for Service Investment Mgmnt Fees$6,981--$6,981
Advertising$3,950--$3,950
Fees for Services Accounting-$1,265-$1,265
Fees for Services Management-$1,000-$1,000
Office Expenses$42--$42
Fees for Services Other$5--$5
Other Expenses$-200--$-200
All Other Expenses$-2,000--$-2,000
Total Functional Expenses$58,148$2,265$0$60,413
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$23,860
Fundraising Direct Expenses$8,003
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$23,860$23,860$8,003$15,857
Total Events$23,860$23,860$8,003$15,857
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
2023-12-06
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.

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IRS990ScheduleA/OtherIncome170Grp/TotalAmt0120485
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.33760
IRS990ScheduleA/PublicSupportPY170Pct00.33670
IRS990ScheduleA/PublicSupportTotal170Amt0209158
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt022091
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt038485
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt010685
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03467
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0134430
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0209158
IRS990ScheduleA/TotalSupportAmt0619491
IRS990/ScheduleBRequiredInd00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08003
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023860
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt023860
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023860
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt023860
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt015857
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08003
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08003
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt049000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt018
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
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01176417
IRS990/TotalAssetsEOYAmt01216089
IRS990/TotalAssetsGrp/BOYAmt01176417
IRS990/TotalAssetsGrp/EOYAmt01216089
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt022091
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02265
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt058148
IRS990/TotalFunctionalExpensesGrp/TotalAmt060413
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt050775
IRS990/TotalLiabilitiesEOYAmt053800
IRS990/TotalLiabilitiesGrp/BOYAmt050775
IRS990/TotalLiabilitiesGrp/EOYAmt053800
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01125642
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01162289
IRS990/TotalOtherCompensationAmt00
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IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt015857
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt059112
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt097060
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01216089
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IRS990/UponRequestInd0X
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IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL CASEY KUBLY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06089384543
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-12-06
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ReturnHeader/Filer/BusinessNameControlTxt0MONT
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391471485
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HARVEY W KUBLY CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 695
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONTICELLO
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053570
ReturnHeader/PreparerPersonGrp/PhoneNum06089384610
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HARVEY W KUBLY CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-12-20T11:12:06-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CAROL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CASEY KUBLY
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,216,089
Liabilities
$53,800
Net assets
$1,162,289
Revenue
$97,060
Expenses
$60,413
Net income
$36,647
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