Civic Intelligence

Montero Foundation

990PF • Fiscal year 2021 • EIN 54-6420665

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 12, 2022

Organization Profile
140 Springer Lane Unit 224Chesapeake, VA 23320

(757) 630-0821

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

42nd percentile

0.0%

Faster asset growth than 42% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

2nd percentile

-100%

Faster revenue growth than 2% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Flat

$3,561

Flat from 2020

Net Assets

Flat

$3,561

Flat from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $750 (-100%) from 2020

Expenses

Flat

$0

Flat from 2020

Net Income

Down

$0

Down $750 (-100%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$8.0K$6.0K$4.0K$2.0K$0Assets 2011: $6,615Liabilities 2011: $02011Assets 2012: $2,863Liabilities 2012: $02012Assets 2013: $3,453Liabilities 2013: $0Net Assets 2013: $3,4532013Assets 2014: $3,024Liabilities 2014: $0Net Assets 2014: $3,0242014Assets 2015: $2,466Liabilities 2015: $0Net Assets 2015: $2,4662015Assets 2016: $296Liabilities 2016: $0Net Assets 2016: $2962016Assets 2017: $796Liabilities 2017: $0Net Assets 2017: $7962017Assets 2018: $3,711Liabilities 2018: $0Net Assets 2018: $3,7112018Assets 2019: $2,811Liabilities 2019: $0Net Assets 2019: $2,8112019Assets 2020: $3,561Liabilities 2020: $0Net Assets 2020: $3,5612020Assets 2021: $3,561Liabilities 2021: $0Net Assets 2021: $3,5612021Assets 2022: $4,561Liabilities 2022: $0Net Assets 2022: $4,5612022Assets 2023: $4,563Liabilities 2023: $0Net Assets 2023: $4,5632023Assets 2024: $4,554Liabilities 2024: $0Net Assets 2024: $4,5542024

Highlighted filing

2021

Assets$3,561
Liabilities$0
Net Assets$3,561
Open 2021 Filing

Operations Trend

Revenue Growth2nd percentile

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

$15K$10K$5.0K$0-$5.0KRevenue 2011: $8,410Expenses 2011: $2,630Net Income 2011: $5,7802011Revenue 2012: $9,538Expenses 2012: $13,290Net Income 2012: -$3,7522012Revenue 2013: $700Expenses 2013: $110Net Income 2013: $5902013Revenue 2014: $142Expenses 2014: $571Net Income 2014: -$4292014Revenue 2015: $27Expenses 2015: $585Net Income 2015: -$5582015Revenue 2016: $2,120Expenses 2016: $4,290Net Income 2016: -$2,1702016Revenue 2017: $1,000Expenses 2017: $500Net Income 2017: $5002017Revenue 2018: $4,650Expenses 2018: $1,735Net Income 2018: $2,9152018Revenue 2019: $600Expenses 2019: $1,500Net Income 2019: -$9002019Revenue 2020: $750Expenses 2020: $0Net Income 2020: $7502020Revenue 2021: $0Expenses 2021: $0Net Income 2021: $02021Revenue 2022: $1,000Expenses 2022: $0Net Income 2022: $1,0002022Revenue 2023: $2Expenses 2023: $0Net Income 2023: $22023Revenue 2024: $1Expenses 2024: $10Net Income 2024: -$92024

Highlighted filing

2021

Revenue$0
Expenses$0
Net Income$0
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 12, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUAN MONTEROPresident-$0--
DANIEL P MONTERO MDSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Montero Foundation
EIN
54-6420665
Phone
7576300821
Address
140 SPRINGER LANE UNIT 224, CHESAPEAKE, VA 23320

Signing Officer

Name
Juan Montero
Title
President
Phone
7576300821
Signed
2022-07-12
Discuss with paid preparer
Yes

Preparer

Firm
Barnes Brock Cornwell & Painter Plc
Address
908 EDEN WAY N STE 201, CHESAPEAKE, VA 23320-2640
Preparer
Kimberly C Painter CPA
Phone
7579615017
Raw XML Appendix170 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/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt00
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum07576300790
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0SUPPORTED VARIOUS CHARITABLE ORGANIZATIONS
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JUAN MONTERO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07576300821
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTERO FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0546420665
ReturnHeader/Filer/PhoneNum07576300821
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200221868
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARNES BROCK CORNWELL & PAINTER PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0908 EDEN WAY N STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHESAPEAKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0233202640
ReturnHeader/PreparerPersonGrp/PhoneNum07579615017
ReturnHeader/PreparerPersonGrp/PreparationDt02022-07-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY C PAINTER CPA
ReturnHeader/ReturnTs02022-07-13T12:07:43-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JUAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MONTERO
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,561
Liabilities
$0
Net assets
$3,561
Revenue
$0
Expenses
$0
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$0.00$0.01$0.01
2023Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$1.00$0.00$1.00
2021Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.75$0.00$0.75
2019Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.60$1.50$0.90
2018Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$4.65$1.74$2.92
2017Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$1.00$0.50$0.50
2016Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$2.12$4.29$2.17
2015Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.03$0.59$0.56
2014Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.14$0.57$0.43
2013Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.70$0.11$0.59
2012Summary only. Only limited summary data is available for this year.$2.86$0.00$9.54$13.3$3.75
2011Summary only. Only limited summary data is available for this year.$6.62$0.00$8.41$2.63$5.78