Civic Intelligence

Monticello Association

990 • Fiscal year 2019 • EIN 54-6052818

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 05, 2020

Organization ProfileN/A
2006 Ridge Stone CourtRichmond, VA 23238

(225) 892-2856

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

Higher debt load relative to assets than 43% of similar nonprofits.

2019 filings • 501(c)13 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

43rd percentile

0.00x

Higher debt load relative to revenue than 43% of similar nonprofits.

2019 filings • 501(c)13 • $1M-$5M nonprofits • Source year 2019

Net Margin

97th percentile

85%

Higher net margin than 97% of similar nonprofits.

2019 filings • 501(c)13 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2019 filings • 501(c)13 • $1M-$5M nonprofits • Source year 2019

Asset Growth

95th percentile

23%

Faster asset growth than 95% of similar nonprofits.

2019 filings • 501(c)13 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

78th percentile

26%

Faster revenue growth than 78% of similar nonprofits.

2019 filings • 501(c)13 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$1,696,674

Up $312,518 (+23%) from 2018

Net Assets

Up

$1,696,673

Up $312,517 (+23%) from 2018

Liabilities

Up

$1

Up $1 from 2018

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin97th percentile

Revenue

Up

$196,950

Up $40,769 (+26%) from 2018

Expenses

Up

$29,842

Up $12,260 (+70%) from 2018

Net Income

Up

$167,108

Up $28,509 (+21%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth95th 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

2019

Assets$1,696,674
Liabilities$1
Net Assets$1,696,673
Open 2019 Filing

Operations Trend

Revenue Growth78th 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

2019

Revenue$196,950
Expenses$29,842
Net Income$167,108
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 5, 2020
Return Version
2019v5.0
Gross Receipts
$196,950
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$1,384,156$1,696,673▲ $312,517
Investments in Publicly Traded Securities$930,320$1,002,841▲ $72,521
Cash and Non-Interest-Bearing Accounts$362,144$470,733▲ $108,589
Land, Buildings, and Equipment, Net$91,692$223,100▲ $131,408
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,384,156$1,696,674▲ $312,518
Other Assets Total-$0-
Liabilities
Other Liabilities-$1-
Total Liabilities$0$1▲ $1
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,384,156$1,696,673▲ $312,517
Total Liabilities and Net Assets / Fund Balance$1,384,156$1,696,674▲ $312,518

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$223,100-$223,100
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Scott Roger Kimball MerriamPresident
Robert Francis EppesVice President
David MorganExecutive Director
Patricia Taylor SalazarSecretary
Brittney Nicole KeanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$140,065
Program Service Revenue
$0
Investment Income
$23,744
Other Revenue
$33,141
All Other Contributions
$138,565
Change in Net Assets
$167,108
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$29,842
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$11,821--$11,821
Insurance$5,381--$5,381
Office Expenses-$3,157-$3,157
Fees for Services Accounting-$2,684-$2,684
Other Expenses$665--$665
Travel$330--$330
Total Functional Expenses$24,001$5,841$0$29,842
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
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Rounding$1
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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 reviews 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
2258922856
Address
2006 Ridge Stone Court, Richmond, VA 23238

Signing Officer

Name
Brittney Kean
Title
Treasurer
Signed
2020-11-05
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
Address
2001 Addison St Ste 300, Berkeley, CA 94704
Preparer
KeAloha Couch EA
Phone
5105588060
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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/TravelGrp/TotalAmt0330
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02006 Ridge Stone Court
IRS990/USAddress/CityNm0Richmond
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd023238
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Brittney Kean
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Monticello Association
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0546052818
ReturnHeader/Filer/PhoneNum02258922856
ReturnHeader/Filer/USAddress/AddressLine1Txt02006 Ridge Stone Court
ReturnHeader/Filer/USAddress/CityNm0Richmond
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023238
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0274556348
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Couch & Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02001 Addison St Ste 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Berkeley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094704
ReturnHeader/PreparerPersonGrp/PhoneNum05105588060
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KeAloha Couch EA
ReturnHeader/ReturnTs02020-11-05T19:46:51-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,696,674
Liabilities
$1
Net assets
$1,696,673
Revenue
$196,950
Expenses
$29,842
Net income
$167,108
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