Civic Intelligence

Monumental Toy Drive

990EZ • Fiscal year 2023 • EIN 47-1090364

Apr 01, 2022 to Mar 31, 2023 • Filed on Jul 07, 2023

Organization ProfileN/A
PO Box 5186Concord, CA 94524

(925) 609-1620

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

5th percentile

-148%

Higher net margin than 5% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

5th percentile

-78%

Faster asset growth than 5% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

5th percentile

-77%

Faster revenue growth than 5% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$3,340

Down $11,697 (-78%) from 2022

Net Assets

Down

$3,340

Down $11,697 (-78%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin5th percentile

Revenue

Down

$7,881

Down $26,597 (-77%) from 2022

Expenses

Down

$19,578

Down $1,626 (-7.7%) from 2022

Net Income

Down

-$11,697

Down $24,971 (-188%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$20K$15K$10K$5.0K$0Assets 2015: $0Net Assets 2015: $1992015Assets 2016: $9,189Net Assets 2016: $9,1892016Assets 2017: $14,721Net Assets 2017: $14,7212017Assets 2018: $9,767Net Assets 2018: $9,7672018Assets 2019: $6,448Net Assets 2019: $6,4482019Assets 2020: $0Net Assets 2020: $6,0252020Assets 2021: $1,763Liabilities 2021: $0Net Assets 2021: $1,7632021Assets 2022: $15,037Liabilities 2022: $0Net Assets 2022: $15,0372022Assets 2023: $3,340Liabilities 2023: $0Net Assets 2023: $3,3402023Assets 2024: $4,195Liabilities 2024: $0Net Assets 2024: $4,1952024Assets 2025: $3,928Liabilities 2025: $0Net Assets 2025: $3,9282025

Highlighted filing

2023

Assets$3,340
Liabilities$0
Net Assets$3,340
Open 2023 Filing

Operations Trend

Revenue Growth5th percentile

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

$40K$20K$0-$20KRevenue 2015: $17,639Expenses 2015: $17,440Net Income 2015: $1992015Revenue 2016: $18,981Expenses 2016: $9,805Net Income 2016: $9,1762016Revenue 2017: $20,335Expenses 2017: $14,803Net Income 2017: $5,5322017Revenue 2018: $10,000Expenses 2018: $14,954Net Income 2018: -$4,9542018Revenue 2019: $15,125Expenses 2019: $18,444Net Income 2019: -$3,3192019Revenue 2020: $12,650Expenses 2020: $13,073Net Income 2020: -$4232020Revenue 2021: $4,654Expenses 2021: $8,916Net Income 2021: -$4,2622021Revenue 2022: $34,478Expenses 2022: $21,204Net Income 2022: $13,2742022Revenue 2023: $7,881Expenses 2023: $19,578Net Income 2023: -$11,6972023Revenue 2024: $8,519Expenses 2024: $7,810Net Income 2024: $7092024Revenue 2025: $19,368Expenses 2025: $19,584Net Income 2025: -$2162025

Highlighted filing

2023

Revenue$7,881
Expenses$19,578
Net Income-$11,697
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2022 to Mar 31, 2023
Signed
Jul 7, 2023
Return Version
2022v5.0
Gross Receipts
$7,881
Mission and Program Overview

Mission

See Statement 1

Program Services

DescriptionGrantsExpenses
See Statement 1-$19,578
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Angie BalanayPresident-$0--
Miguel DelunaVice President-$0--
Richard TerherstSecretary Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Monumental Toy Drive
EIN
47-1090364
Address
PO BOX 5186, CONCORD, CA 94524

Signing Officer

Name
Richard Terherst
Title
Secretary Treas
Phone
9256091620
Signed
2023-07-07
Discuss with paid preparer
No

Preparer

Firm
Ansbrotax LLC
Address
765 Baywood Drive Suite 229, Petaluma, CA 94954
Preparer
Jolene Costanza EA CFP JD
Phone
7077733694
Supplemental Narrative

Additional Explanations

General explanation attachment

“Statement 1Supplying Christmas gifts (toys) for children from elementary schools in the City of Concord whose familiesqualify for the Free and Reduced Lunch Program sponsored by the State of California”

Description of other expenses Part I line 16

“Description AmountTax Preparation 350Secretary of State Taxes 75Fundraising Run 77Toy Purchases 15,016Event Fees and Location Rental 2,598Supplies and Miscellaneous 1,219Moving Expense Meal 22Auto Gas Expense 221”

Raw XML Appendix134 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/PersonNm0Richard Terherst
IRS990EZ/BooksInCareOfDetail/PhoneNum09256091620
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02261 Commerce Avenue Unit A
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Concord
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0945204996
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015037
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt03340
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07881
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11697
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt015037
IRS990EZ/Form990TotalAssetsGrp/EOYAmt03340
IRS990EZ/GrossReceiptsAmt07881
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt015037
IRS990EZ/NetAssetsOrFundBalancesEOYAmt03340
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt015037
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt03340
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
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/PersonNm0Angie Balanay
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Miguel Deluna
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Richard Terherst
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/OtherExpensesTotalAmt019578
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0See Statement 1
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0See Statement 1
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt019578
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt019578
IRS990EZ/TotalProgramServiceExpensesAmt019578
IRS990EZ/TotalRevenueAmt07881
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07881
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt034478
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04654
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt047013
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt047013
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt07881
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt034478
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt04654
IRS990ScheduleA/Total509Grp/TotalAmt047013
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt07881
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt034478
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt04654
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt047013
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Statement 1Supplying Christmas gifts (toys) for children from elementary schools in the City of Concord whose familiesqualify for the Free and Reduced Lunch Program sponsored by the State of California
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountTax Preparation 350Secretary of State Taxes 75Fundraising Run 77Toy Purchases 15,016Event Fees and Location Rental 2,598Supplies and Miscellaneous 1,219Moving Expense Meal 22Auto Gas Expense 221
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Richard Terherst
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary Treas
ReturnHeader/BusinessOfficerGrp/PhoneNum09256091620
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONUMENTAL TOY DRIVE
ReturnHeader/Filer/BusinessNameControlTxt0MONU
ReturnHeader/Filer/EIN0471090364
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 5186
ReturnHeader/Filer/USAddress/CityNm0CONCORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094524
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0030497768
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANSBROTAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0765 Baywood Drive Suite 229
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Petaluma
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094954
ReturnHeader/PreparerPersonGrp/PhoneNum07077733694
ReturnHeader/PreparerPersonGrp/PreparationDt02023-07-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jolene Costanza EA CFP JD
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-07-21T18:25:50-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Richard
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Terherst
ReturnHeader/TaxPeriodBeginDt02022-04-01
ReturnHeader/TaxPeriodEndDt02023-03-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,340
Liabilities
$0
Net assets
$3,340
Revenue
$7,881
Expenses
$19,578
Net income
-$11,697
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$19.4$19.6$0.22
2024Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$8.52$7.81$0.71
2023Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$7.88$19.6$11.7
2022Detailed filing. Detailed filing data is available for this year.$15.0$0.00$15.0$34.5$21.2$13.3
2021Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$4.65$8.92$4.26
2020Detailed filing. Detailed filing data is available for this year.$0.00$6.03$12.7$13.1$0.42
2019Detailed filing. Detailed filing data is available for this year.$6.45$6.45$15.1$18.4$3.32
2018Detailed filing. Detailed filing data is available for this year.$9.77$9.77$10.0$15.0$4.95
2017Detailed filing. Detailed filing data is available for this year.$14.7$14.7$20.3$14.8$5.53
2016Detailed filing. Detailed filing data is available for this year.$9.19$9.19$19.0$9.81$9.18
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.20$17.6$17.4$0.20