Civic Intelligence

Katherine W Monroe & Douglas D Monroe Jr

EIN 47-7254611 • Irvington, VA

PO Box 388 Ste Ste AIrvington, VA 22480
Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

40th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

9th percentile

-65%

Higher net margin than 9% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

33rd percentile

-2.6%

Faster asset growth than 33% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

11th percentile

-34%

Faster revenue growth than 11% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$904,156

Down $24,321 (-2.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$904,156

Down $24,321 (-2.6%) from 2023

Operations
Liabilities / Revenue40th percentileNet Margin9th percentile

Revenue

Down

$37,679

Down $19,145 (-34%) from 2023

Expenses

Down

$62,000

Down $14,340 (-19%) from 2023

Net Income

Down

-$24,321

Down $4,805 (-25%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth33rd percentile

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

$1.0M$500K$0Assets 2015: $140,785Liabilities 2015: $0Net Assets 2015: $140,7852015Assets 2018: $791,181Liabilities 2018: $0Net Assets 2018: $791,1812018Assets 2019: $897,490Liabilities 2019: $0Net Assets 2019: $897,4902019Assets 2020: $906,329Liabilities 2020: $0Net Assets 2020: $906,3292020Assets 2021: $919,603Liabilities 2021: $0Net Assets 2021: $919,6032021Assets 2022: $947,993Liabilities 2022: $0Net Assets 2022: $947,9932022Assets 2023: $928,477Liabilities 2023: $0Net Assets 2023: $928,4772023Assets 2024: $904,156Liabilities 2024: $0Net Assets 2024: $904,1562024

Highlighted filing

2024

Assets$904,156
Liabilities$0
Net Assets$904,156
Open 2024 Filing

Operations Trend

Revenue Growth11th percentile

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

$300K$200K$100K$0-$100KRevenue 2015: $146,635Expenses 2015: $5,850Net Income 2015: $140,7852015Revenue 2018: $261,460Expenses 2018: $20,292Net Income 2018: $241,1682018Revenue 2019: $277,294Expenses 2019: $170,985Net Income 2019: $106,3092019Revenue 2020: $152,403Expenses 2020: $143,564Net Income 2020: $8,8392020Revenue 2021: $24,430Expenses 2021: $11,156Net Income 2021: $13,2742021Revenue 2022: $28,890Expenses 2022: $500Net Income 2022: $28,3902022Revenue 2023: $56,824Expenses 2023: $76,340Net Income 2023: -$19,5162023Revenue 2024: $37,679Expenses 2024: $62,000Net Income 2024: -$24,3212024

Highlighted filing

2024

Revenue$37,679
Expenses$62,000
Net Income-$24,321
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$904,156
Liabilities
$0
Net assets
$904,156
Revenue
$37,679
Expenses
$62,000
Net income
-$24,321
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.04$0.00$9.04$0.38$0.62$0.24
2023Detailed filing. Detailed filing data is available for this year.$9.28$0.00$9.28$0.57$0.76$0.20
2022Detailed filing. Detailed filing data is available for this year.$9.48$0.00$9.48$0.29$0.01$0.28
2021Detailed filing. Detailed filing data is available for this year.$9.20$0.00$9.20$0.24$0.11$0.13
2020Detailed filing. Detailed filing data is available for this year.$9.06$0.00$9.06$1.52$1.44$0.09
2019Detailed filing. Detailed filing data is available for this year.$8.97$0.00$8.97$2.77$1.71$1.06
2018Detailed filing. Detailed filing data is available for this year.$7.91$0.00$7.91$2.61$0.20$2.41
2015Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$1.47$0.06$1.41
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WENDE M SZYPERSKITrusteePT$0--
MARGARET M BARLOWTrusteePT$0--
KATHERINE M SPOTTSTrusteePT$0--
JOHN M MONROETrusteePT$0--
DOUGLAS D MONROE IIITrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Katherine W Monroe & Douglas D Monroe Jr
EIN
47-7254611
In Care Of
% DOUGLAS D MONROE III
Phone
8044386737
Address
PO BOX 388 STE STE A, IRVINGTON, VA 22480

Signing Officer

Name
Douglas D Monroe Iii
Title
Trustee
Phone
8044386737
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Mitchell Cpas & Advisors Pc
Address
6510 MAIN STREET, Gloucester, VA 23061
Preparer
Mitchell W Kent
Phone
8046932040
Raw XML Appendix275 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt039 WILLIAM B GRAHAM CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 555
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2107 STEAMBOAT ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0KILMARNOCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1URBANNA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2IRVINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd022482
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd123175
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd222480
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt062000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt035207
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt035207
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt039746
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt098930
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0125932
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0125932
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0165469
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt026793
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt039746
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt098930
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt062000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt026793
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0291401
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0264608
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DOUGLAS D MONROE III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08044386737
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KATHERINE W MONROE & DOUGLAS D MONROE JR
ReturnHeader/Filer/BusinessNameControlTxt0KATH
ReturnHeader/Filer/EIN0477254611
ReturnHeader/Filer/InCareOfNm0% DOUGLAS D MONROE III
ReturnHeader/Filer/PhoneNum08044386737
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 388 STE STE A
ReturnHeader/Filer/USAddress/CityNm0IRVINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022480
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450956242
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MITCHELL CPAS & ADVISORS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06510 MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Gloucester
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023061
ReturnHeader/PreparerPersonGrp/PhoneNum08046932040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MITCHELL W KENT
ReturnHeader/ReturnTs02025-11-17T20:48:45-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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