Civic Intelligence

Monticello Senior Center

EIN 41-1730552 • 501(c)3 • Monticello, MN

Profile

MULTI-PURPOSE FOCAL POINT FOR THE ELDERLY.

Refreshing map…

505 Walnut St Suite 3Monticello, MN 55362

mnseniorcenters.org/MONTICELLO-SENIOR-CENTER

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

77th percentile

24%

Higher net margin than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

88th percentile

61%

Faster asset growth than 88% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

83rd percentile

45%

Faster revenue growth than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$147,797

Up $55,881 (+61%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

$147,797

No earlier filing loaded for comparison.

Revenue

Up

$235,790

Up $72,736 (+45%) from 2023

Expenses

Up

$179,909

Up $13,054 (+7.8%) from 2023

Net Income

Up

$55,881

Up $59,682 (+1570%) from 2023

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $34,445Net Assets 2010: $34,4452010Assets 2011: $29,629Net Assets 2011: $29,6292011Assets 2012: $31,649Net Assets 2012: $31,6492012Assets 2013: $34,673Net Assets 2013: $34,6732013Assets 2014: $53,899Liabilities 2014: $02014Assets 2015: $62,132Net Assets 2015: $62,1322015Assets 2016: $69,305Net Assets 2016: $69,3052016Assets 2017: $95,075Net Assets 2017: $95,0752017Assets 2018: $98,911Net Assets 2018: $98,9112018Assets 2019: $98,981Net Assets 2019: $98,9812019Assets 2020: $101,651Net Assets 2020: $101,6512020Assets 2021: $106,935Net Assets 2021: $106,9352021Assets 2022: $95,717Net Assets 2022: $95,7172022Assets 2023: $91,916Liabilities 2023: $02023Assets 2024: $147,797Liabilities 2024: $0Net Assets 2024: $147,7972024

Highlighted filing

2024

Assets$147,797
Liabilities$0
Net Assets$147,797

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2010: $100,326Expenses 2010: $102,859Net Income 2010: -$2,5332010Revenue 2011: $95,267Expenses 2011: $100,083Net Income 2011: -$4,8162011Revenue 2012: $100,167Expenses 2012: $98,147Net Income 2012: $2,0202012Revenue 2013: $105,108Expenses 2013: $102,084Net Income 2013: $3,0242013Revenue 2014: $130,048Expenses 2014: $110,822Net Income 2014: $19,2262014Revenue 2015: $124,891Expenses 2015: $116,658Net Income 2015: $8,2332015Revenue 2016: $136,352Expenses 2016: $129,179Net Income 2016: $7,1732016Revenue 2017: $163,011Expenses 2017: $137,241Net Income 2017: $25,7702017Revenue 2018: $137,516Expenses 2018: $133,680Net Income 2018: $3,8362018Revenue 2019: $150,560Expenses 2019: $150,490Net Income 2019: $702019Revenue 2020: $100,036Expenses 2020: $97,366Net Income 2020: $2,6702020Revenue 2021: $122,064Expenses 2021: $116,780Net Income 2021: $5,2842021Revenue 2022: $133,492Expenses 2022: $144,710Net Income 2022: -$11,2182022Revenue 2023: $163,054Expenses 2023: $166,855Net Income 2023: -$3,8012023Revenue 2024: $235,790Expenses 2024: $179,909Net Income 2024: $55,8812024

Highlighted filing

2024

Revenue$235,790
Expenses$179,909
Net Income$55,881

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$1.48$0.00$1.48$2.36$1.80$0.56
2023Summary only. Only limited summary data is available for this year.$0.92$0.00$1.63$1.67$0.04
2022Summary only. Only limited summary data is available for this year.$0.96$0.96$1.33$1.45$0.11
2021Summary only. Only limited summary data is available for this year.$1.07$1.07$1.22$1.17$0.05
2020Summary only. Only limited summary data is available for this year.$1.02$1.02$1.00$0.97$0.03
2019Summary only. Only limited summary data is available for this year.$0.99$0.99$1.51$1.50$0.00
2018Summary only. Only limited summary data is available for this year.$0.99$0.99$1.38$1.34$0.04
2017Summary only. Only limited summary data is available for this year.$0.95$0.95$1.63$1.37$0.26
2016Summary only. Only limited summary data is available for this year.$0.69$0.69$1.36$1.29$0.07
2015Summary only. Only limited summary data is available for this year.$0.62$0.62$1.25$1.17$0.08
2014Summary only. Only limited summary data is available for this year.$0.54$0.00$1.30$1.11$0.19
2013Summary only. Only limited summary data is available for this year.$0.35$0.35$1.05$1.02$0.03
2012Summary only. Only limited summary data is available for this year.$0.32$0.32$1.00$0.98$0.02
2011Summary only. Only limited summary data is available for this year.$0.30$0.30$0.95$1.00$0.05
2010Summary only. Only limited summary data is available for this year.$0.34$0.34$1.00$1.03$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.1
Gross Receipts
$237,983
Mission and Program Overview

Mission

Multi-purpose focal point for the elderly.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$87,127$137,340▲ $50,213
Land, Buildings, and Equipment, Net$4,789$10,457▲ $5,668
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$91,916$147,797▲ $55,881
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$91,916$147,797▲ $55,881
Total Net Assets Fund Balance$91,916$147,797▲ $55,881
Total Liabilities and Net Assets / Fund Balance$91,916$147,797▲ $55,881

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$10,457$65,302$75,759
Compensation and Service Providers

Board Members and Trustees

NameTitle
Paul KleinChairman
Laurie BartlettVice-chair
Pam LoidoltDirector
Bernie HorneMember
Jerry CrockerMember
Karen HansonMember
Michele HertwigMember
Ted FarnamMember
Jacque GordonSecretary
Marge ArndtTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$154,991
Program Service Revenue
$70,020
Investment Income
$4,612
Other Revenue
$6,167
All Other Contributions
$153,933
Change in Net Assets
$55,881
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$172,461
Grants and Similar Amounts Paid$7,448
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$14,119$3,529-$17,648
Grants to Domestic Individuals$7,448--$7,448
Other Expenses$5,468$1,367-$6,835
Advertising$3,168$792-$3,960
Depreciation Depletion$2,474$619-$3,093
Office Expenses$1,862$466-$2,328
Fees for Services Accounting$600$150-$750
Insurance$410$103-$513
Total Functional Expenses$145,417$34,492$0$179,909
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$8,360
Fundraising Direct Expenses$2,193
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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

No review was or will be conducted.

Form 990, Part VI, Section C, Line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Monticello Senior Center
EIN
41-1730552
Phone
7632952000
Address
505 WALNUT ST SUITE 3, MONTICELLO, MN 55362

Signing Officer

Name
Pam Loidolt
Title
Director
Signed
2025-05-12
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
9
Independent Board Members
0
Employees
0

Preparer

Firm
MB Consultants PLLC
Address
305 Cedar Street Suite 201, Monticello, MN 55362
Preparer
Andrew Moll CPA
Phone
7632954800
Raw XML AppendixShowing 400 of 437 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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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0466
IRS990/OfficeExpensesGrp/ProgramServicesAmt01862
IRS990/OfficeExpensesGrp/TotalAmt02328
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0CONTRACT LABOR
IRS990/OtherExpensesGrp/Desc1TRIPS
IRS990/OtherExpensesGrp/Desc2DINNERS
IRS990/OtherExpensesGrp/Desc3SPECIAL PROGRAMS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt016710
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16284
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt24472
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt31367
IRS990/OtherExpensesGrp/ProgramServicesAmt066842
IRS990/OtherExpensesGrp/ProgramServicesAmt125137
IRS990/OtherExpensesGrp/ProgramServicesAmt217889
IRS990/OtherExpensesGrp/ProgramServicesAmt35468
IRS990/OtherExpensesGrp/TotalAmt083552
IRS990/OtherExpensesGrp/TotalAmt131421
IRS990/OtherExpensesGrp/TotalAmt222361
IRS990/OtherExpensesGrp/TotalAmt36835
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0CLASSES
IRS990/ProgramServiceRevenueGrp/Desc1DINNERS
IRS990/ProgramServiceRevenueGrp/Desc2Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/Desc3SPECIAL PROGRAMS
IRS990/ProgramServiceRevenueGrp/Desc4TRIPS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06896
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt116252
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt24385
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt32909
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt436812
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06896
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt116252
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt24385
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt32909
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt436812
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt055881
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt087127
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0137340
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0159376
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt092650
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt080178
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt095148
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt081492
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0508844
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt04612
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01463
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0113
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt083
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0325
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt06596
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98720
IRS990ScheduleA/PublicSupportPY170Pct00.99410
IRS990ScheduleA/PublicSupportTotal170Amt0508844
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0159376
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt092650
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt080178
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt095148
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt081492
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0508844
IRS990ScheduleA/TotalSupportAmt0515440
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/ScheduleBRequiredInd0true
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt010457
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt065302
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt075759
IRS990ScheduleD/TotalBookValueLandBuildingsAmt010457
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt01000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0MONTICELLO 882 - SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt01
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MN
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt091916
IRS990/TotalAssetsEOYAmt0147797
IRS990/TotalAssetsGrp/BOYAmt091916
IRS990/TotalAssetsGrp/EOYAmt0147797
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0154991
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt034492
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0145417
IRS990/TotalFunctionalExpensesGrp/TotalAmt0179909
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt091916
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0147797
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt02766
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt02766
IRS990/TotalProgramServiceExpensesAmt0145417
IRS990/TotalProgramServiceRevenueAmt070020
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt074632
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0235790
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt091916
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0147797
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false

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