Civic Intelligence

Monticello School Foundation

EIN 42-1313635 • 501(c)3 • Monticello, IA

Profile

To establish a perpetual fund for the benefit of the monticello school district and use investment income therefrom for school equipment and improvements and distribute scholarships to students.

PO Box 2Monticello, IA 52310

n/A

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

77th percentile

25%

Higher net margin than 77% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

47th percentile

3.0%

Faster asset growth than 47% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

84th percentile

48%

Faster revenue growth than 84% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$1,987,410

Up $57,055 (+3.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,987,410

Up $57,055 (+3.0%) from 2023

Operations
Liabilities / Revenue19th percentileNet Margin77th percentile

Revenue

Up

$196,564

Up $63,966 (+48%) from 2023

Expenses

Up

$146,930

Up $139,786 (+1957%) from 2023

Net Income

Down

$49,634

Down $75,820 (-60%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,248,395Liabilities 2011: $0Net Assets 2011: $1,248,3952011Assets 2012: $1,335,719Liabilities 2012: $0Net Assets 2012: $1,335,7192012Assets 2013: $1,340,516Liabilities 2013: $0Net Assets 2013: $1,340,5162013Assets 2014: $1,368,067Liabilities 2014: $0Net Assets 2014: $1,368,0672014Assets 2015: $1,705,179Liabilities 2015: $0Net Assets 2015: $1,705,1792015Assets 2016: $1,752,000Liabilities 2016: $0Net Assets 2016: $1,752,0002016Assets 2017: $1,866,732Liabilities 2017: $0Net Assets 2017: $1,866,7322017Assets 2018: $1,861,313Liabilities 2018: $0Net Assets 2018: $1,861,3132018Assets 2019: $1,914,940Liabilities 2019: $0Net Assets 2019: $1,914,9402019Assets 2020: $2,229,979Liabilities 2020: $0Net Assets 2020: $2,229,9792020Assets 2021: $1,925,282Liabilities 2021: $0Net Assets 2021: $1,925,2822021Assets 2022: $1,780,650Liabilities 2022: $0Net Assets 2022: $1,780,6502022Assets 2023: $1,930,355Liabilities 2023: $0Net Assets 2023: $1,930,3552023Assets 2024: $1,987,410Liabilities 2024: $0Net Assets 2024: $1,987,4102024

Highlighted filing

2024

Assets$1,987,410
Liabilities$0
Net Assets$1,987,410
Open 2024 Filing

Operations Trend

Revenue Growth84th percentile

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

$200K$100K$0-$100KRevenue 2011: $116,362Expenses 2011: $55,599Net Income 2011: $60,7632011Revenue 2012: $72,739Expenses 2012: $82,762Net Income 2012: -$10,0232012Revenue 2013: $36,103Expenses 2013: $44,656Net Income 2013: -$8,5532013Revenue 2014: $63,696Expenses 2014: $85,223Net Income 2014: -$21,5272014Revenue 2015: $124,859Expenses 2015: $87,846Net Income 2015: $37,0132015Revenue 2016: $136,577Expenses 2016: $89,740Net Income 2016: $46,8372016Revenue 2017: $142,989Expenses 2017: $70,528Net Income 2017: $72,4612017Revenue 2018: $134,402Expenses 2018: $53,142Net Income 2018: $81,2602018Revenue 2019: $140,228Expenses 2019: $87,264Net Income 2019: $52,9642019Revenue 2020: $87,189Expenses 2020: $4,586Net Income 2020: $82,6032020Revenue 2021: $148,150Expenses 2021: $3,328Net Income 2021: $144,8222021Revenue 2022: $143,822Expenses 2022: $6,841Net Income 2022: $136,9812022Revenue 2023: $132,598Expenses 2023: $7,144Net Income 2023: $125,4542023Revenue 2024: $196,564Expenses 2024: $146,930Net Income 2024: $49,6342024

Highlighted filing

2024

Revenue$196,564
Expenses$146,930
Net Income$49,634
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,987,410
Liabilities
$0
Net assets
$1,987,410
Revenue
$196,564
Expenses
$146,930
Net income
$49,634
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.99$0.00$1.99$0.20$0.15$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.13$0.01$0.13
2022Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.14$0.01$0.14
2021Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.15$0.00$0.14
2020Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.09$0.00$0.08
2019Summary only. Only limited summary data is available for this year.$1.91$0.00$1.91$0.14$0.09$0.05
2018Summary only. Only limited summary data is available for this year.$1.86$0.00$1.86$0.13$0.05$0.08
2017Summary only. Only limited summary data is available for this year.$1.87$0.00$1.87$0.14$0.07$0.07
2016Summary only. Only limited summary data is available for this year.$1.75$0.00$1.75$0.14$0.09$0.05
2015Summary only. Only limited summary data is available for this year.$1.71$0.00$1.71$0.12$0.09$0.04
2014Summary only. Only limited summary data is available for this year.$1.37$0.00$1.37$0.06$0.09$0.02
2013Summary only. Only limited summary data is available for this year.$1.34$0.00$1.34$0.04$0.04$0.01
2012Summary only. Only limited summary data is available for this year.$1.34$0.00$1.34$0.07$0.08$0.01
2011Summary only. Only limited summary data is available for this year.$1.25$0.00$1.25$0.12$0.06$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 16, 2025
Return Version
2024v5.2
Gross Receipts
$502,468
Mission and Program Overview

Mission

To establish a perpetual fund for the benefit of the monticello school district and use investment income therefrom for school equipment & improvements and distribute scholarships to students.

To establish a perpetual fund for the benefit of the monticello school district and use investment income therefrom for school equipment and improvements and distribute scholarships to students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,562,184$1,631,981▲ $69,797
Land, Buildings, and Equipment, Net$323,000$323,000→ $0
Savings and Temporary Cash Investments$45,171$32,429▼ $12,742
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,930,355$1,987,410▲ $57,055
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,930,355$1,987,410▲ $57,055
Total Net Assets Fund Balance$1,930,355$1,987,410▲ $57,055
Total Liabilities and Net Assets / Fund Balance$1,930,355$1,987,410▲ $57,055

Asset Categories

AssetBook ValueDepreciationBasis
Land$323,000--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Jon KytePresident
Phil HannaVice President
Brian GogelSecretary
Marcia FischerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$104,156
Program Service Revenue
$0
Investment Income
$96,497
Other Revenue
$-4,089
All Other Contributions
$50,911
Change in Net Assets
$49,634
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$146,151
Other Expenses$779
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$96,676--$96,676
Grants to Domestic Individuals$49,475--$49,475
Insurance-$231-$231
Other Expenses-$84-$84
Total Functional Expenses$146,151$779$0$146,930
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Monticello School DistrictMonticello, IA-Academic/equip/cirriculum$76,963
Monticello School DistrictMonticello, IA-Classroom Supplies$11,339
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$8,374
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraiser/gala$45,987-$5,476-
Golf Tourney$7,160-$2,898-
Total Events$53,147-$8,374$-8,374
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
Yes
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 School Foundation
EIN
42-1313635
Phone
3194653531
Address
PO BOX 2, MONTICELLO, IA 52310

Signing Officer

Name
Phil Hanna
Title
Vice President
Signed
2025-10-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Phil Hanna
Formed
1988
Legal Domicile
Ia
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
15

Preparer

Firm
Bradley & Riley PC
Address
2007 First Avenue SE, Cedar Rapids, IA 52406
Preparer
Andrew J Seyfer
Phone
3193630101
Supplemental Narrative

Additional Explanations

PT VI, LINE 11B

“All board members have complete and total access to review this return and all information contained herein.”

Pt VI, Line 19

“All records of the foundation are available to the general public upon request. The board consists of a cross section of the community and its members are well known in the community and easily available to the public to discuss the work and financial operation of the foundation.”

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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/PYRevenuesLessExpensesAmt0125454
IRS990/PYTotalExpensesAmt07144
IRS990/PYTotalRevenueAmt0132598
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt049634
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt04285
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt045171
IRS990/SavingsAndTempCashInvstGrp/EOYAmt032429
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0104156
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt067531
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt080565
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt065923
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt042010
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0360185
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0360185
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0104156
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt067531
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt080565
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt065923
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt042010
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0360185
IRS990ScheduleA/TotalSupportAmt0360185
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/LandGrp/BookValueAmt0323000
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0323000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0323000
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt053147
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt045987
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt07160
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08374
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISER/GALA
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF TOURNEY
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt045987
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07160
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt053147
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-8374
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08374
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05476
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02898
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt049475
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt04
IRS990ScheduleI/RecipientTable/CashGrantAmt011339
IRS990ScheduleI/RecipientTable/CashGrantAmt176963
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CLASSROOM SUPPLIES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1ACADEMIC/EQUIP/CIRRICULUM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MONTICELLO SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1MONTICELLO SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientEIN0426002760
IRS990ScheduleI/RecipientTable/RecipientEIN1426002760
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0711 S MAPLE ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1711 S MAPLE STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MONTICELLO
IRS990ScheduleI/RecipientTable/USAddress/CityNm1MONTICELLO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1IA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd052310
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd152310
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt02
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL BOARD MEMBERS HAVE COMPLETE AND TOTAL ACCESS TO REVIEW THIS RETURN AND ALL INFORMATION CONTAINED HEREIN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL RECORDS OF THE FOUNDATION ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. THE BOARD CONSISTS OF A CROSS SECTION OF THE COMMUNITY AND ITS MEMBERS ARE WELL KNOWN IN THE COMMUNITY AND EASILY AVAILABLE TO THE PUBLIC TO DISCUSS THE WORK AND FINANCIAL OPERATION OF THE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PT VI, LINE 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PT VI, LINE 19
IRS990/SchoolOperatingInd0false
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01930355
IRS990/TotalAssetsEOYAmt01987410
IRS990/TotalAssetsGrp/BOYAmt01930355
IRS990/TotalAssetsGrp/EOYAmt01987410
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0104156
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0779
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0146151
IRS990/TotalFunctionalExpensesGrp/TotalAmt0146930
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01930355
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01987410
IRS990/TotalOtherProgSrvcExpenseAmt02898
IRS990/TotalOtherProgSrvcRevenueAmt07160
IRS990/TotalProgramServiceExpensesAmt0146151
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt024812
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt075970
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0196564
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01930355
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01987410
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0530 PARK DR
IRS990/USAddress/CityNm0MONTICELLO
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd052310
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PHIL HANNA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTICELLO SCHOOL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0421313635
ReturnHeader/Filer/PhoneNum03194653531
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2
ReturnHeader/Filer/USAddress/CityNm0MONTICELLO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052310
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421163315
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bradley & Riley PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02007 First Avenue SE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cedar Rapids
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd052406
ReturnHeader/PreparerPersonGrp/PhoneNum03193630101
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Andrew J Seyfer
ReturnHeader/ReturnTs02025-10-16T12:28:57-07:00

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