Civic Intelligence

Montis Residential

990 • Fiscal year 2020 • EIN 46-4518539

Oct 01, 2019 to Sep 30, 2020 • Filed on Feb 24, 2021

Organization ProfileN/A
400 Broad StreetGadsden, AL 35902

(256) 547-4407

Siviq Scores

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

Liabilities / Assets

55th percentile

0.14x

Higher debt load relative to assets than 55% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

32nd percentile

0.05x

Higher debt load relative to revenue than 32% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

60th percentile

11%

Higher net margin than 60% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

85th percentile

47%

Faster asset growth than 85% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

50th percentile

1.0%

Faster revenue growth than 50% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$401,132

Up $128,086 (+47%) from 2019

Net Assets

Up

$346,122

Up $130,616 (+61%) from 2019

Liabilities

Down

$55,010

Down $2,530 (-4.4%) from 2019

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin60th percentile

Revenue

Up

$1,204,690

Up $12,025 (+1.0%) from 2019

Expenses

Down

$1,074,074

Down $102,142 (-8.7%) from 2019

Net Income

Up

$130,616

Up $114,167 (+694%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$1.5M$1.0M$500K$0Assets 2014: $102,282Liabilities 2014: $17,556Net Assets 2014: $84,7262014Assets 2015: $142,062Liabilities 2015: $42,679Net Assets 2015: $99,3832015Assets 2016: $174,854Liabilities 2016: $31,409Net Assets 2016: $143,4452016Assets 2017: $209,271Liabilities 2017: $28,037Net Assets 2017: $181,2342017Assets 2018: $234,420Liabilities 2018: $35,363Net Assets 2018: $199,0572018Assets 2019: $273,046Liabilities 2019: $57,540Net Assets 2019: $215,5062019Assets 2020: $401,132Liabilities 2020: $55,010Net Assets 2020: $346,1222020Assets 2021: $770,685Liabilities 2021: $34,157Net Assets 2021: $736,5282021Assets 2022: $895,547Liabilities 2022: $27,540Net Assets 2022: $868,0072022Assets 2023: $792,416Liabilities 2023: $16,634Net Assets 2023: $775,7822023Assets 2024: $976,047Liabilities 2024: $23,067Net Assets 2024: $952,9802024Assets 2025: $1,029,587Liabilities 2025: $33,209Net Assets 2025: $996,3782025

Highlighted filing

2020

Assets$401,132
Liabilities$55,010
Net Assets$346,122
Open 2020 Filing

Operations Trend

Revenue Growth50th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2014: $600,386Expenses 2014: $515,660Net Income 2014: $84,7262014Revenue 2015: $751,695Expenses 2015: $737,038Net Income 2015: $14,6572015Revenue 2016: $1,003,158Expenses 2016: $959,096Net Income 2016: $44,0622016Revenue 2017: $1,001,951Expenses 2017: $964,162Net Income 2017: $37,7892017Revenue 2018: $1,045,957Expenses 2018: $1,028,134Net Income 2018: $17,8232018Revenue 2019: $1,192,665Expenses 2019: $1,176,216Net Income 2019: $16,4492019Revenue 2020: $1,204,690Expenses 2020: $1,074,074Net Income 2020: $130,6162020Revenue 2021: $1,203,052Expenses 2021: $812,646Net Income 2021: $390,4062021Revenue 2022: $896,540Expenses 2022: $765,060Net Income 2022: $131,4802022Revenue 2023: $774,645Expenses 2023: $866,870Net Income 2023: -$92,2252023Revenue 2024: $958,889Expenses 2024: $781,691Net Income 2024: $177,1982024Revenue 2025: $978,973Expenses 2025: $935,575Net Income 2025: $43,3982025

Highlighted filing

2020

Revenue$1,204,690
Expenses$1,074,074
Net Income$130,616
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Feb 24, 2021
Return Version
2019v5.2
Gross Receipts
$1,208,957
Mission and Program Overview

Mission

The specific mission of montis residential is to provide safe and appropriate housing for intellectually, developmentally and mentally disabled persons; to create and sustain a healty environment for intellectually, developmentally and mentally disabled persons; and to improve mental health of the community at large.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$98,210$233,927▲ $135,717
Accounts Receivable$162,685$151,667▼ $11,018
Land, Buildings, and Equipment, Net$12,151$15,538▲ $3,387
Total Assets$273,046$401,132▲ $128,086
Liabilities
Accounts Payable and Accrued Expenses$57,540$55,010▼ $2,530
Total Liabilities$57,540$55,010▼ $2,530
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$215,506$346,122▲ $130,616
Total Net Assets Fund Balance$215,506$346,122▲ $130,616
Total Liabilities and Net Assets / Fund Balance$273,046$401,132▲ $128,086

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$8,568$72$8,640
Leasehold Improvements$6,970$274$7,244
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Don StewardPresident
Craig InzerVice President
Kathy WestExecutive Director
Katie BracketSecretary/treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Sterling Co INCManagement FeesPO BOX 1457, Gadsden, AL 35902$356,850
Revenue and Support

Revenue Composition

Contributions and Grants
$120,925
Program Service Revenue
$1,086,127
Investment Income
$-2,362
Other Revenue
$0
All Other Contributions
$950
Change in Net Assets
$130,616
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$569,913
Other Expenses$504,161
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$514,143--$514,143
Fees for Services Management-$358,000-$358,000
Occupancy$86,923--$86,923
Payroll Taxes$42,031--$42,031
All Other Expenses$11,760$4,657-$16,417
Other Employee Benefits$13,739--$13,739
Insurance$11,678--$11,678
Other Expenses$3,803--$3,803
Depreciation Depletion$986--$986
Fees for Services Legal-$875-$875
Total Functional Expenses$710,542$363,532$0$1,074,074
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-MgmtManagement FeesNo$356,850
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
Yes
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
Yes
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

“Tax return is reviewed and approved by executive director.”

Form 990, Part VI, Section B, Line 12C

“Periodic review by the board”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Montis Residential
EIN
46-4518539
Phone
2565474407
Address
400 BROAD STREET, GADSDEN, AL 35902

Signing Officer

Name
Kathy West
Title
Executive Director
Phone
2565474407
Signed
2021-02-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Don Steward
Formed
2014
Legal Domicile
Al
Voting Board Members
3
Independent Board Members
3
Employees
98
Volunteers
0

Preparer

Firm
Bmss LLC
Address
2010 CLUB DRIVE SUITE 200, GADSDEN, AL 35901
Preparer
M Todd Hindsman CPA
Phone
2565472588
Raw XML Appendix367 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.

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IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt08640
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt06970
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0274
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt07244
IRS990ScheduleD/TotalBookValueLandBuildingsAmt015538
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0STERLING CO INC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0MGMT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0356850
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0MANAGEMENT FEES
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TAX RETURN IS REVIEWED AND APPROVED BY EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PERIODIC REVIEW BY THE BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0273046
IRS990/TotalAssetsEOYAmt0401132
IRS990/TotalAssetsGrp/BOYAmt0273046
IRS990/TotalAssetsGrp/EOYAmt0401132
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0120925
IRS990/TotalEmployeeCnt098
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0363532
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0710542
IRS990/TotalFunctionalExpensesGrp/TotalAmt01074074
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt057540
IRS990/TotalLiabilitiesEOYAmt055010
IRS990/TotalLiabilitiesGrp/BOYAmt057540
IRS990/TotalLiabilitiesGrp/EOYAmt055010
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0215506
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0346122
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0710542
IRS990/TotalProgramServiceRevenueAmt01086127
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-2362
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01086127
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01204690
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0273046
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0401132
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05685 RITA STREET
IRS990/USAddress/CityNm0SOUTHSIDE
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd035907
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHY WEST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02565474407
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTIS RESIDENTIAL
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0464518539
ReturnHeader/Filer/PhoneNum02565474407
ReturnHeader/Filer/USAddress/AddressLine1Txt0400 BROAD STREET
ReturnHeader/Filer/USAddress/CityNm0GADSDEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035902
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461498870
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BMSS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02010 CLUB DRIVE SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GADSDEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035901
ReturnHeader/PreparerPersonGrp/PhoneNum02565472588
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0M TODD HINDSMAN CPA
ReturnHeader/ReturnTs02021-02-24T16:43:09-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-10-01
ReturnHeader/TaxPeriodEndDt02020-09-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$401,132
Liabilities
$55,010
Net assets
$346,122
Revenue
$1,204,690
Expenses
$1,074,074
Net income
$130,616
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.03$0.03$1.00$0.98$0.94$0.04
2024Detailed filing. Detailed filing data is available for this year.$0.98$0.02$0.95$0.96$0.78$0.18
2023Detailed filing. Detailed filing data is available for this year.$0.79$0.02$0.78$0.77$0.87$0.09
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.03$0.87$0.90$0.77$0.13
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.03$0.74$1.20$0.81$0.39
2020Detailed filing. Detailed filing data is available for this year.$0.40$0.06$0.35$1.20$1.07$0.13
2019Detailed filing. Detailed filing data is available for this year.$0.27$0.06$0.22$1.19$1.18$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.23$0.04$0.20$1.05$1.03$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.21$0.03$0.18$1.00$0.96$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.17$0.03$0.14$1.00$0.96$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.14$0.04$0.10$0.75$0.74$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.10$0.02$0.08$0.60$0.52$0.08