Civic Intelligence

Monticello Association

990 • Fiscal year 2014 • EIN 54-6052818

Jan 01, 2014 to Dec 31, 2014 • Filed on May 09, 2015

Organization ProfileN/A
612 Richmond StEl Cerrito, CA 94530

(510) 525-4056

Siviq Scores

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

Liabilities / Assets

41st percentile

0.00x

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

2014 filings • 501(c)13 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

41st percentile

0.00x

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

2014 filings • 501(c)13 • $1M-$5M nonprofits • Source year 2014

Net Margin

91st percentile

71%

Higher net margin than 91% of similar nonprofits.

2014 filings • 501(c)13 • $1M-$5M nonprofits • Source year 2014

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.

2014 filings • 501(c)13 • $1M-$5M nonprofits • Source year 2014

Asset Growth

55th percentile

3.6%

Faster asset growth than 55% of similar nonprofits.

2014 filings • 501(c)13 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

1st percentile

-88%

Faster revenue growth than 1% of similar nonprofits.

2014 filings • 501(c)13 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$1,106,136

Up $38,616 (+3.6%) from 2013

Net Assets

Up

$1,106,136

Up $38,616 (+3.6%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin91st percentile

Revenue

Down

$67,483

Down $502,747 (-88%) from 2013

Expenses

Down

$19,634

Down $19,710 (-50%) from 2013

Net Income

Down

$47,849

Down $483,037 (-91%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2014

Assets$1,106,136
Liabilities$0
Net Assets$1,106,136
Open 2014 Filing

Operations Trend

Revenue Growth1st 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

2014

Revenue$67,483
Expenses$19,634
Net Income$47,849
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 9, 2015
Return Version
2014v5.0
Gross Receipts
$67,483
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$1,067,520$1,106,136▲ $38,616
Investments in Publicly Traded Securities$872,188$882,842▲ $10,654
Cash and Non-Interest-Bearing Accounts$195,332$223,293▲ $27,961
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-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,067,520$1,106,136▲ $38,616
Other Assets Total-$1-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,067,520$1,106,136▲ $38,616
Total Liabilities and Net Assets / Fund Balance$1,067,520$1,106,136▲ $38,616
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Hugh RandolphPresident
David MorganVice President
Randolph Taylor LougeeTrustee
James GillespieGraveyard Cust.
Meredith DevendorfHistorian
Patricia Taylor SalazarSecretary
Charles M TaylorTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$23,395
Program Service Revenue
$2,000
Investment Income
$42,088
Other Revenue
$0
All Other Contributions
$23,395
Change in Net Assets
$47,849
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$19,634
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$3,212--$3,212
Fees for Services Accounting$1,380--$1,380
Insurance$1,378--$1,378
Other Expenses$1,255--$1,255
All Other Expenses$1,006--$1,006
Travel$1,000--$1,000
Total Functional Expenses$19,634$0$0$19,634
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

Filer Name
Monticello Association
EIN
54-6052818
Phone
5105254056
Address
612 Richmond St, El Cerrito, CA 94530

Signing Officer

Name
Charles M Taylor
Title
Treasurer
Signed
2015-05-09
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Couch & Associates Inc
Address
649 Mission St 5th Floor, San Francisco, CA 94105
Preparer
Charles T Frisbie CPA
Phone
4158488000
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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/TotalAssetsGrp/BOYAmt01067520
IRS990/TotalAssetsGrp/EOYAmt01106136
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt023395
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt019634
IRS990/TotalFunctionalExpensesGrp/TotalAmt019634
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01067520
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01106136
IRS990/TotalProgramServiceExpensesAmt019634
IRS990/TotalProgramServiceRevenueAmt02000
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt044088
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt067483
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01067520
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01106136
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/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Charles M Taylor
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Monticello Association
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0546052818
ReturnHeader/Filer/PhoneNum05105254056
ReturnHeader/Filer/USAddress/AddressLine1Txt0612 Richmond St
ReturnHeader/Filer/USAddress/CityNm0El Cerrito
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094530
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Couch & Associates Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0649 Mission St 5th Floor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Francisco
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094105
ReturnHeader/PreparerPersonGrp/PhoneNum04158488000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Charles T Frisbie CPA
ReturnHeader/ReturnTs02015-05-09T21:41:54-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,106,136
Liabilities
$0
Net assets
$1,106,136
Revenue
$67,483
Expenses
$19,634
Net income
$47,849
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