Civic Intelligence

Monticello Association

990 • Fiscal year 2016 • EIN 54-6052818

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 07, 2017

Organization ProfileN/A
2006 Ridge Stone CourtRichmond, VA 23238

(804) 972-3137

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.

2016 filings • 501(c)13 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

41st percentile

0.00x

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

2016 filings • 501(c)13 • $1M-$5M nonprofits • Source year 2016

Net Margin

90th percentile

66%

Higher net margin than 90% of similar nonprofits.

2016 filings • 501(c)13 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2016 filings • 501(c)13 • $1M-$5M nonprofits • Source year 2016

Asset Growth

82nd percentile

6.9%

Faster asset growth than 82% of similar nonprofits.

2016 filings • 501(c)13 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

17th percentile

-34%

Faster revenue growth than 17% of similar nonprofits.

2016 filings • 501(c)13 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$1,175,473

Up $75,523 (+6.9%) from 2015

Net Assets

Up

$1,175,473

Up $75,523 (+6.9%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin90th percentile

Revenue

Down

$47,466

Down $24,264 (-34%) from 2015

Expenses

Down

$16,283

Down $4,325 (-21%) from 2015

Net Income

Down

$31,183

Down $19,939 (-39%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth82nd 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

2016

Assets$1,175,473
Liabilities$0
Net Assets$1,175,473
Open 2016 Filing

Operations Trend

Revenue Growth17th 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

2016

Revenue$47,466
Expenses$16,283
Net Income$31,183
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 7, 2017
Return Version
2016v3.0
Gross Receipts
$47,466
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$1,099,950$1,175,473▲ $75,523
Investments in Publicly Traded Securities$848,108$890,340▲ $42,232
Cash and Non-Interest-Bearing Accounts$251,841$285,132▲ $33,291
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$1,099,950$1,175,473▲ $75,523
Other Assets Total$1$1→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,099,950$1,175,473▲ $75,523
Total Liabilities and Net Assets / Fund Balance$1,099,950$1,175,473▲ $75,523
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

NameTitle
Hugh RandolphPresident
David MorganVice President
Randolph Taylor LougeeTrustee
Meredith DevendorfHistorian
Patricia Taylor SalazarSecretary
Lucy Colston Taylor ConradTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$18,165
Program Service Revenue
$5,867
Investment Income
$23,434
Other Revenue
$0
All Other Contributions
$18,165
Change in Net Assets
$31,183
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$16,283
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$2,498--$2,498
Fees for Services Accounting$2,180--$2,180
Insurance$1,915--$1,915
All Other Expenses$1,034--$1,034
Other Expenses$1,000--$1,000
Total Functional Expenses$16,283$0$0$16,283
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
8049723137
Address
2006 Ridge Stone Court, Richmond, VA 23238

Signing Officer

Name
Lucy Colston Taylor Conrad
Title
Treasurer
Signed
2017-03-07
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/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01099950
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01175473
IRS990/TotalProgramServiceExpensesAmt042878
IRS990/TotalProgramServiceRevenueAmt05867
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt029301
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt047466
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01099950
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01175473
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lucy Colston Taylor Conrad
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Monticello Association
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0546052818
ReturnHeader/Filer/PhoneNum08049723137
ReturnHeader/Filer/USAddress/AddressLine1Txt02006 Ridge Stone Court
ReturnHeader/Filer/USAddress/CityNm0Richmond
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023238
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/ReturnTs02017-03-07T21:35:04-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,175,473
Liabilities
$0
Net assets
$1,175,473
Revenue
$47,466
Expenses
$16,283
Net income
$31,183
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