Civic Intelligence

Jose Montano Foundation

990EZ • Fiscal year 2015 • EIN 46-2605698

Jan 01, 2015 to Dec 31, 2015 • Filed on Jan 02, 2017

Organization ProfileN/A
1835 Cabrena StSan Diego, CA 92154

(619) 954-6648

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

22nd percentile

-11%

Higher net margin than 22% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

72nd percentile

21%

Faster asset growth than 72% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2015

Revenue Growth

66th percentile

12%

Faster revenue growth than 66% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$21,198

Up $6,630 (+46%) from 2013

Net Assets

Up

$21,198

Up $6,630 (+46%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin22nd percentile

Revenue

Up

$25,994

Up $5,444 (+26%) from 2013

Expenses

Up

$28,877

Up $22,895 (+383%) from 2013

Net Income

Down

-$2,883

Down $17,451 (-120%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$30K$20K$10K$0Assets 2013: $14,568Liabilities 2013: $0Net Assets 2013: $14,5682013Assets 2015: $21,198Liabilities 2015: $0Net Assets 2015: $21,1982015Assets 2019: $1,751Liabilities 2019: $02019Assets 2020: $1,934Liabilities 2020: $02020Assets 2021: $7,444Liabilities 2021: $0Net Assets 2021: $7,4442021

Highlighted filing

2015

Assets$21,198
Liabilities$0
Net Assets$21,198
Open 2015 Filing

Operations Trend

Revenue Growth66th percentile

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

$30K$20K$10K$0-$10KRevenue 2013: $20,550Expenses 2013: $5,982Net Income 2013: $14,5682013Revenue 2015: $25,994Expenses 2015: $28,877Net Income 2015: -$2,8832015Revenue 2019: $25,891Expenses 2019: $25,333Net Income 2019: $5582019Revenue 2020: $14,801Expenses 2020: $14,618Net Income 2020: $1832020Revenue 2021: $14,223Expenses 2021: $8,035Net Income 2021: $6,1882021

Highlighted filing

2015

Revenue$25,994
Expenses$28,877
Net Income-$2,883
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jan 2, 2017
Return Version
2015v3.0
Gross Receipts
$25,994
Mission and Program Overview

Mission

To receive, acquire, hold, manage, administer and expend property and funds for charitable and educational purposes, and to assist and support institutions, organizations, associations, and trusts.

Program Services

DescriptionGrantsExpenses
TO RECEIVE, ACQUIRE, HOLD, MANAGE, ADMINISTER AND EXPEND PROPERTY AND FUNDS FOR CHARITABLE AND EDUCATIONAL PURPOSES, AND TO ASSIST AND SUPPORT INSTITUTIONS, ORGANIZATIONS, ASSOCIATIONS, AND TRUSTS.-$27,942
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSE MONTANODirector-$0--
CYNTHIA SMITH-OUGHDirector-$0--
GREGORY MICHAEL KIRKDirector-$0--
RACHELLE HIPPENDirector-$0--
LISA TREADWAYDirector-$0--
Filing and Contact Details

Filer

Filer Name
Jose Montano Foundation
EIN
46-2605698
Phone
6199546648
Address
1835 CABRENA ST, SAN DIEGO, CA 92154

Signing Officer

Name
Jose Montano
Title
Director
Phone
6199546648
Signed
2017-01-02
Discuss with paid preparer
Yes

Preparer

Firm
PAULEY & WILSON CPA'S
Address
8080 LA MESA BLVD STE 111, LA MESA, CA 91942
Preparer
John R Wilson
Phone
6194628990
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses 935 event supplies 6,780 food & toys 19,235 postage 42 scholarships 500 total 27,492”

Form 990-ez, Part III

“To receive, acquire, hold, manage, administer and expend property and funds for charitable and educational purposes, and to assist and support institutions, organizations, associations, and trusts.”

Raw XML Appendix132 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0JOSE MONTANO
IRS990EZ/BooksInCareOfDetail/PhoneNum06199546648
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01835 CABRENA ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092154
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024081
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021198
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt013826
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2883
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/Form990TotalAssetsGrp/BOYAmt024081
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IRS990EZ/GrossReceiptsAmt025994
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt024081
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021198
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt024081
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021198
IRS990EZ/OccupancyRentUtltsAndMaintAmt01385
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOSE MONTANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CYNTHIA SMITH-OUGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GREGORY MICHAEL KIRK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RACHELLE HIPPEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LISA TREADWAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt027492
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO RECEIVE, ACQUIRE, HOLD, MANAGE, ADMINISTER AND EXPEND PROPERTY AND FUNDS FOR CHARITABLE AND EDUCATIONAL PURPOSES, AND TO ASSIST AND SUPPORT INSTITUTIONS, ORGANIZATIONS, ASSOCIATIONS, AND TRUSTS.
IRS990EZ/ProgramServiceRevenueAmt012168
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO RECEIVE, ACQUIRE, HOLD, MANAGE, ADMINISTER AND EXPEND PROPERTY AND FUNDS FOR CHARITABLE AND EDUCATIONAL PURPOSES, AND TO ASSIST AND SUPPORT INSTITUTIONS, ORGANIZATIONS, ASSOCIATIONS, AND TRUSTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt027942
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt028877
IRS990EZ/TotalProgramServiceExpensesAmt027942
IRS990EZ/TotalRevenueAmt025994
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt013826
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt012174
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt020550
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt046550
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt012168
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt014708
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt026876
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt073426
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt025994
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt026882
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IRS990ScheduleA/Total509Grp/TotalAmt073426
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt025994
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt026882
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt020550
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt073426
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES 935 EVENT SUPPLIES 6,780 FOOD & TOYS 19,235 POSTAGE 42 SCHOLARSHIPS 500 TOTAL 27,492
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO RECEIVE, ACQUIRE, HOLD, MANAGE, ADMINISTER AND EXPEND PROPERTY AND FUNDS FOR CHARITABLE AND EDUCATIONAL PURPOSES, AND TO ASSIST AND SUPPORT INSTITUTIONS, ORGANIZATIONS, ASSOCIATIONS, AND TRUSTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSE MONTANO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06199546648
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOSE MONTANO FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0462605698
ReturnHeader/Filer/PhoneNum06199546648
ReturnHeader/Filer/USAddress/AddressLine1Txt01835 CABRENA ST
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092154
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203779939
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PAULEY & WILSON CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08080 LA MESA BLVD STE 111
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LA MESA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091942
ReturnHeader/PreparerPersonGrp/PhoneNum06194628990
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN R WILSON
ReturnHeader/ReturnTs02017-02-15T08:23:21-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,198
Liabilities
$0
Net assets
$21,198
Revenue
$25,994
Expenses
$28,877
Net income
-$2,883
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$7.44$0.00$7.44$14.2$8.04$6.19
2020Summary only. Only limited summary data is available for this year.$1.93$0.00$14.8$14.6$0.18
2019Summary only. Only limited summary data is available for this year.$1.75$0.00$25.9$25.3$0.56
2015Detailed filing. Detailed filing data is available for this year.$21.2$0.00$21.2$26.0$28.9$2.88
2013Detailed filing. Detailed filing data is available for this year.$14.6$0.00$14.6$20.6$5.98$14.6