Civic Intelligence

Monticello Association

990 • Fiscal year 2013 • EIN 54-6052818

Jan 01, 2013 to Dec 31, 2013 • Filed on Mar 18, 2014

Organization ProfileN/A
612 Richmond St94530

(510) 525-4056

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2013 filings • 501(c)13 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

42nd percentile

0.00x

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

2013 filings • 501(c)13 • $1M-$5M nonprofits • Source year 2013

Net Margin

98th percentile

93%

Higher net margin than 98% of similar nonprofits.

2013 filings • 501(c)13 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2013 filings • 501(c)13 • $1M-$5M nonprofits • Source year 2013

Asset Growth

99th percentile

114%

Faster asset growth than 99% of similar nonprofits.

2013 filings • 501(c)13 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

96th percentile

204%

Faster revenue growth than 96% of similar nonprofits.

2013 filings • 501(c)13 • $1M-$5M nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$1,067,520

Up $568,008 (+114%) from 2012

Net Assets

Up

$1,067,520

Up $568,008 (+114%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin98th percentile

Revenue

$570,230

No earlier filing loaded for comparison.

Expenses

Up

$39,344

Up $8,842 (+29%) from 2012

Net Income

$530,886

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $428,208Liabilities 2011: $0Net Assets 2011: $428,2082011Assets 2012: $499,512Liabilities 2012: $0Net Assets 2012: $499,5122012Assets 2013: $1,067,520Liabilities 2013: $0Net Assets 2013: $1,067,5202013Assets 2014: $1,106,136Liabilities 2014: $0Net Assets 2014: $1,106,1362014Assets 2015: $1,099,950Liabilities 2015: $0Net Assets 2015: $1,099,9502015Assets 2016: $1,175,473Liabilities 2016: $0Net Assets 2016: $1,175,4732016Assets 2017: $1,319,235Liabilities 2017: $0Net Assets 2017: $1,319,2352017Assets 2018: $1,384,156Liabilities 2018: $0Net Assets 2018: $1,384,1562018Assets 2019: $1,696,674Liabilities 2019: $1Net Assets 2019: $1,696,6732019Assets 2020: $1,872,395Liabilities 2020: $0Net Assets 2020: $1,872,3952020Assets 2021: $1,995,943Liabilities 2021: $0Net Assets 2021: $1,995,9432021Assets 2022: $1,774,333Liabilities 2022: $0Net Assets 2022: $1,774,3332022Assets 2023: $1,862,864Liabilities 2023: $0Net Assets 2023: $1,862,8642023Assets 2024: $1,963,974Liabilities 2024: $0Net Assets 2024: $1,963,9742024

Highlighted filing

2013

Assets$1,067,520
Liabilities$0
Net Assets$1,067,520
Open 2013 Filing

Operations Trend

Revenue Growth96th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $61,783Expenses 2011: $28,605Net Income 2011: $33,1782011Expenses 2012: $30,5022012Revenue 2013: $570,230Expenses 2013: $39,344Net Income 2013: $530,8862013Revenue 2014: $67,483Expenses 2014: $19,634Net Income 2014: $47,8492014Revenue 2015: $71,730Expenses 2015: $20,608Net Income 2015: $51,1222015Revenue 2016: $47,466Expenses 2016: $16,283Net Income 2016: $31,1832016Revenue 2017: $49,137Expenses 2017: $15,593Net Income 2017: $33,5442017Revenue 2018: $156,181Expenses 2018: $17,582Net Income 2018: $138,5992018Revenue 2019: $196,950Expenses 2019: $29,842Net Income 2019: $167,1082019Revenue 2020: $72,457Expenses 2020: $14,466Net Income 2020: $57,9912020Revenue 2021: $64,803Expenses 2021: $32,394Net Income 2021: $32,4092021Revenue 2022: $1,526Expenses 2022: $43,723Net Income 2022: -$42,1972022Revenue 2023: $109,816Expenses 2023: $45,291Net Income 2023: $64,5252023Revenue 2024: $140,650Expenses 2024: $33,716Net Income 2024: $106,9342024

Highlighted filing

2013

Revenue$570,230
Expenses$39,344
Net Income$530,886
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Mar 18, 2014
Return Version
2013v3.1
Gross Receipts
$570,230
Mission and Program Overview

Mission

The Organization's purpose is to preserve and care for the graves and grounds of the Monticello Graveyard.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$499,512$1,067,520▲ $568,008
Investments in Publicly Traded Securities$307,930$872,188▲ $564,258
Cash and Non-Interest-Bearing Accounts$190,353$195,332▲ $4,979
Prepaid Expenses and Deferred Charges$1,229$0▼ $1,229
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$499,512$1,067,520▲ $568,008
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$499,512$1,067,520▲ $568,008
Total Liabilities and Net Assets / Fund Balance$499,512$1,067,520▲ $568,008
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Thomas CoolidgePresident
Hugh RandolphVice President
Randolph Taylor LougeeTrustee
James GillespieGraveyard Cust.
Meredith DevendorfHistorian
Patricia Taylor SalazarSecretary
Charles M TaylorTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$556,627
Program Service Revenue
$532
Investment Income
$13,071
Other Revenue
$0
All Other Contributions
$556,627
Change in Net Assets
$530,886
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$39,344
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$24,594--$24,594
Insurance$2,212--$2,212
All Other Expenses$1,416--$1,416
Travel$1,000--$1,000
Other Expenses$915--$915
Fees for Services Accounting$885--$885
Office Expenses$23--$23
Total Functional Expenses$39,344$0$0$39,344
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

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The Organization's treasurer reveiws the Form 990 before it is filed.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

EIN
54-6052818
Phone
5105254056

Signing Officer

Name
Charles M Taylor
Title
Treasurer
Signed
2014-03-18
Discuss with paid preparer
Yes

Organization Details

Formed
1913
Legal Domicile
Va
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Preparer
Charles T Frisbie CPA
Phone
5105588060
Raw XML Appendix360 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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IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0499512
IRS990/TotalAssetsEOYAmt01067520
IRS990/TotalAssetsGrp/BOYAmt0499512
IRS990/TotalAssetsGrp/EOYAmt01067520
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0556627
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt039344
IRS990/TotalFunctionalExpensesGrp/TotalAmt039344
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0499512
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01067520
IRS990/TotalProgramServiceExpensesAmt039344
IRS990/TotalProgramServiceRevenueAmt0532
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt013603
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0570230
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0499512
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01067520
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ProgramServicesAmt01000
IRS990/TravelGrp/TotalAmt01000
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Charles M Taylor
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-03-18
ReturnHeader/Filer/BusinessName/BusinessNameLine10Monticello Association
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0546052818
ReturnHeader/Filer/PhoneNum05105254056
ReturnHeader/Filer/USAddress/AddressLine10612 Richmond St
ReturnHeader/Filer/USAddress/City0El Cerrito
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094530
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Couch & Associates Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine106500 Fairmount Avenue Suite 9
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0El Cerrito
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode094530
ReturnHeader/PreparerPersonGrp/PhoneNum05105588060
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Charles T Frisbie CPA
ReturnHeader/ReturnTs02014-05-09T15:54:25-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,067,520
Liabilities
$0
Net assets
$1,067,520
Revenue
$570,230
Expenses
$39,344
Net income
$530,886
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.14$0.03$0.11
2023Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.11$0.05$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.00$0.04$0.04
2021Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.06$0.03$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.07$0.01$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.20$0.03$0.17
2018Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.16$0.02$0.14
2017Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.05$0.02$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.05$0.02$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.07$0.02$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.07$0.02$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.57$0.04$0.53
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.50$0.00$0.50$0.03
2011Summary only. Only limited summary data is available for this year.$0.43$0.00$0.43$0.06$0.03$0.03