Civic Intelligence

Monticello School District Foundation

990 • Fiscal year 2021 • EIN 42-1313635

Jan 01, 2021 to Dec 31, 2021 • Filed on May 11, 2022

Organization ProfileN/A
PO Box 2Monticello, IA 52310

(319) 465-3531

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

99th percentile

98%

Higher net margin than 99% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

6th percentile

-14%

Faster asset growth than 6% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

82nd percentile

70%

Faster revenue growth than 82% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$1,925,282

Down $304,697 (-14%) from 2020

Net Assets

Down

$1,925,282

Down $304,697 (-14%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin99th percentile

Revenue

Up

$148,150

Up $60,961 (+70%) from 2020

Expenses

Down

$3,328

Down $1,258 (-27%) from 2020

Net Income

Up

$144,822

Up $62,219 (+75%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$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

2021

Assets$1,925,282
Liabilities$0
Net Assets$1,925,282
Open 2021 Filing

Operations Trend

Revenue Growth82nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$148,150
Expenses$3,328
Net Income$144,822
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 11, 2022
Return Version
2021v4.1
Gross Receipts
$298,035
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,847,041$1,563,821▼ $283,220
Land, Buildings, and Equipment, Net$323,000$323,000→ $0
Savings and Temporary Cash Investments$59,938$38,461▼ $21,477
Total Assets$2,229,979$1,925,282▼ $304,697
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,069,979$1,765,282▼ $304,697
Net Assets With Donor Restrictions$160,000$160,000→ $0
Total Net Assets Fund Balance$2,229,979$1,925,282▼ $304,697
Total Liabilities and Net Assets / Fund Balance$2,229,979$1,925,282▼ $304,697

Asset Categories

AssetBook ValueDepreciationBasis
Land$323,000--
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Annette SmithPresident
Phil HannaVice-president
Brian GogelSecretary
Marcia FischerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$64,405
Program Service Revenue
$0
Investment Income
$79,863
Other Revenue
$3,882
All Other Contributions
$32,434
Change in Net Assets
$144,822
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,810
Grants and Similar Amounts Paid$1,518
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,518--$1,518
Advertising$0$1,370$0$1,370
Fees for Services Accounting$0$440$0$440
Total Functional Expenses$1,518$1,810$0$3,328
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Monticello School DistMonticello, IA-Equip/cirriculum$59,165
Monticello School DistMonticello, IA-Academic$13,725
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Banquet/auction$24,379$24,379-$24,379
Golf Tourney$9,110$9,110-$9,110
Total Events$33,489$33,489$1,518$31,971
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
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
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
Phone
3194653531
Signed
2022-05-11
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
Strittmatter Law Firm
Address
PO BOX 229, MONTICELLO, IA 52310
Preparer
Nick Strittmatter
Phone
3194653531
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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ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,925,282
Liabilities
$0
Net assets
$1,925,282
Revenue
$148,150
Expenses
$3,328
Net income
$144,822
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