Civic Intelligence

Phs Monticello Inc.

990 • Fiscal year 2011 • EIN 41-1819439

Oct 01, 2010 to Sep 30, 2011 • Filed on Aug 14, 2012

2845 N Hamline Ave55113
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$3,077,687

Flat from 2011

Net Assets

Flat

-$115,438

Flat from 2011

Liabilities

Flat

$3,193,125

Flat from 2011

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$559,433

Flat from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MAssets 2010: $3,205,774Liabilities 2010: $3,317,177Net Assets 2010: -$111,4032010Assets 2011: $3,077,687Liabilities 2011: $3,193,125Net Assets 2011: -$115,4382011Assets 2011: $3,077,687Liabilities 2011: $3,193,125Net Assets 2011: -$115,4382011Assets 2012: $3,014,211Liabilities 2012: $3,186,783Net Assets 2012: -$172,5722012Assets 2013: $2,982,630Liabilities 2013: $3,182,535Net Assets 2013: -$199,9052013Assets 2014: $2,944,648Liabilities 2014: $3,146,266Net Assets 2014: -$201,6182014Assets 2015: $2,730,517Liabilities 2015: $2,893,828Net Assets 2015: -$163,3112015Assets 2016: $2,597,223Liabilities 2016: $2,730,577Net Assets 2016: -$133,3542016Assets 2017: $2,613,806Liabilities 2017: $2,718,820Net Assets 2017: -$105,0142017Assets 2018: $2,653,658Liabilities 2018: $2,729,675Net Assets 2018: -$76,0172018Assets 2019: $2,623,563Liabilities 2019: $2,632,978Net Assets 2019: -$9,4152019Assets 2020: $2,669,597Liabilities 2020: $2,573,426Net Assets 2020: $96,1712020Assets 2021: $2,767,269Liabilities 2021: $2,552,676Net Assets 2021: $214,5932021Assets 2022: $2,887,598Liabilities 2022: $2,545,391Net Assets 2022: $342,2072022Assets 2023: $2,979,240Liabilities 2023: $2,444,304Net Assets 2023: $534,9362023Assets 2024: $3,178,921Liabilities 2024: $2,424,198Net Assets 2024: $754,7232024

Highlighted filing

2011

Assets$3,077,687
Liabilities$3,193,125
Net Assets-$115,438

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2010: $553,6582010Expenses 2011: $559,4332011Revenue 2011: $564,931Expenses 2011: $559,433Net Income 2011: $5,4982011Expenses 2012: $633,7232012Expenses 2013: $621,5042013Revenue 2014: $603,808Expenses 2014: $605,521Net Income 2014: -$1,7132014Revenue 2015: $626,395Expenses 2015: $588,088Net Income 2015: $38,3072015Revenue 2016: $639,125Expenses 2016: $609,168Net Income 2016: $29,9572016Revenue 2017: $643,211Expenses 2017: $614,871Net Income 2017: $28,3402017Revenue 2018: $676,455Expenses 2018: $647,458Net Income 2018: $28,9972018Revenue 2019: $691,750Expenses 2019: $625,148Net Income 2019: $66,6022019Revenue 2020: $719,388Expenses 2020: $613,802Net Income 2020: $105,5862020Revenue 2021: $742,021Expenses 2021: $623,599Net Income 2021: $118,4222021Revenue 2022: $763,584Expenses 2022: $635,970Net Income 2022: $127,6142022Revenue 2023: $846,802Expenses 2023: $654,074Net Income 2023: $192,7282023Revenue 2024: $902,696Expenses 2024: $682,909Net Income 2024: $219,7872024

Highlighted filing

2011

Revenue-
Expenses$559,433
Net Income-
Jump To
Filing Snapshot
Filing Period
Oct 1, 2010 to Sep 30, 2011
Signed
Aug 14, 2012
Return Version
2010v3.2
Gross Receipts
$564,931
Mission and Program Overview

Mission

The mission of the organization is to honor god by enriching the lives and touching the hearts of older adults.

Filing and Contact Details

Filer

EIN
41-1819439
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IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson5CATHY BERGLAND
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs05041
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs19713
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs2318
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs310667
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs49978
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs54744
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs0216064
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs1291060
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs2211378

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.18$2.42$0.75$0.90$0.68$0.22
2023Detailed filing. Detailed filing data is available for this year.$2.98$2.44$0.53$0.85$0.65$0.19
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.89$2.55$0.34$0.76$0.64$0.13
2021Detailed filing. Detailed filing data is available for this year.$2.77$2.55$0.21$0.74$0.62$0.12
2020Detailed filing. Detailed filing data is available for this year.$2.67$2.57$0.10$0.72$0.61$0.11
2019Detailed filing. Detailed filing data is available for this year.$2.62$2.63$0.01$0.69$0.63$0.07
2018Detailed filing. Detailed filing data is available for this year.$2.65$2.73$0.08$0.68$0.65$0.03
2017Detailed filing. Detailed filing data is available for this year.$2.61$2.72$0.11$0.64$0.61$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.60$2.73$0.13$0.64$0.61$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.73$2.89$0.16$0.63$0.59$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.94$3.15$0.20$0.60$0.61$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.98$3.18$0.20$0.62
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.01$3.19$0.17$0.63
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.08$3.19$0.12$0.56
2011Summary only. Only limited summary data is available for this year.$3.08$3.19$0.12$0.56$0.56$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.21$3.32$0.11$0.55