Civic Intelligence

Monticello Heritage Association

EIN 42-1494271 • 501(c)3 • Monticello, IA

Profile

Preserving heritage in monticello iowa

PO Box 102Monticello, IA 52310

na

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2016

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

59th percentile

2.9%

Faster asset growth than 59% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

52nd percentile

0.0%

Faster revenue growth than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$301,683

Up $8,522 (+2.9%) from 2015

Liabilities

Flat

$0

Flat from 2015

Net Assets

Up

$301,683

Up $8,522 (+2.9%) from 2015

Operations
Liabilities / Revenue61st percentileNet MarginScore unavailable

Revenue

Flat

$8,522

Flat from 2015

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

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

$400K$300K$200K$100K$0Assets 2011: $252,777Liabilities 2011: $0Net Assets 2011: $252,7772011Assets 2012: $266,173Liabilities 2012: $02012Assets 2013: $274,285Liabilities 2013: $0Net Assets 2013: $274,2852013Assets 2014: $284,639Liabilities 2014: $0Net Assets 2014: $284,6392014Assets 2015: $293,161Liabilities 2015: $0Net Assets 2015: $293,1612015Assets 2016: $301,683Liabilities 2016: $0Net Assets 2016: $301,6832016

Highlighted filing

2016

Assets$301,683
Liabilities$0
Net Assets$301,683
Open 2016 Filing

Operations Trend

Revenue Growth52nd percentile

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

$30K$20K$10K$0Revenue 2011: $24,6152011Revenue 2012: $13,396Expenses 2012: $0Net Income 2012: $13,3962012Revenue 2013: $8,1122013Revenue 2014: $10,3542014Revenue 2015: $8,5222015Revenue 2016: $8,5222016

Highlighted filing

2016

Revenue$8,522
Expenses-
Net Income-
Open 2016 Filing

Filings

Most recent year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$301,683
Liabilities
$0
Net assets
$301,683
Revenue
$8,522
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.09
2015Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.09
2014Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.10
2013Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.08
2012Summary only. Only limited summary data is available for this year.$2.66$0.00$0.13$0.00$0.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.53$0.00$2.53$0.25
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 14, 2017
Return Version
2016v3.0
Gross Receipts
$8,522
Mission and Program Overview

Mission

Preserving heritage in monticello iowa

Program Services

DescriptionGrantsExpenses
ENTIRE COMMUNITY HAS ACCESS TO REVIEW IMPORTANT HISTORIAL EVENTS AND ACTIVITIES MEMORABILIA AND ACTIVITIES OF MONTICELLO--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT HINRICHSPresident-$0--
DAVE SCHOONVice President-$0--
PENNY SCHOONSecretary Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Monticello Heritage Association
EIN
42-1494271
Address
PO BOX 102, MONTICELLO, IA 52310

Signing Officer

Name
Penny Schoon
Title
Secretary Treas
Signed
2017-03-14
Discuss with paid preparer
No

Preparer

Firm
Shimanek Shimanek & Bowman
Address
PO BOX 351, MONTICELLO, IA 52310
Preparer
Robert F Shimanek
Phone
3194655448
Raw XML Appendix118 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0PENNY SCHOON
IRS990EZ/BooksInCareOfDetail/PhoneNum03196510061
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt017151 COUNTY RD D62
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MONTICELLO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd052310
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0224161
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0232683
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08522
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0293161
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0301683
IRS990EZ/GrossReceiptsAmt08522
IRS990EZ/InvestmentIncomeAmt08522
IRS990EZ/LandAndBuildingsGrp/BOYAmt069000
IRS990EZ/LandAndBuildingsGrp/EOYAmt069000
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0293161
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0301683
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0293161
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0301683
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROBERT HINRICHS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVE SCHOON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PENNY SCHOON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PRESERVING HERITAGE IN MONTICELLO IOWA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ENTIRE COMMUNITY HAS ACCESS TO REVIEW IMPORTANT HISTORIAL EVENTS AND ACTIVITIES MEMORABILIA AND ACTIVITIES OF MONTICELLO
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt08522
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0NA
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt010
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt010
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt010
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt010
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt010
IRS990ScheduleA/TotalSupportAmt010
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0PENNY SCHOON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY TREAS
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTICELLO HERITAGE ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0421494271
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 102
ReturnHeader/Filer/USAddress/CityNm0MONTICELLO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052310
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02F3AE029BC4277F12061536B49A5C2E01BDD3833
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02F3AE029BC4277F12061536B49A5C2E01BDD3833
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId04213842017073a1es52g
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-03-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt065.100.22.165
ReturnHeader/FilingSecurityInformation/IPDt02017-03-14
ReturnHeader/FilingSecurityInformation/IPTm019:01:21
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421197324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHIMANEK SHIMANEK & BOWMAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 351
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONTICELLO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd052310
ReturnHeader/PreparerPersonGrp/PhoneNum03194655448
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT F SHIMANEK
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-03-14T18:33:06-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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