Civic Intelligence

Monte Cassino Charitable Trust

990 • Fiscal year 2018 • EIN 73-1041056

Jul 01, 2017 to Jun 30, 2018

Organization Profile
Tulsa, OK
Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

7th percentile

0.00x

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

99th percentile

98%

Higher net margin than 99% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

73rd percentile

9.7%

Faster asset growth than 73% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

98th percentile

298%

Faster revenue growth than 98% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$8,070,013

Up $715,912 (+9.7%) from 2017

Net Assets

Up

$8,070,013

Up $715,912 (+9.7%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin99th percentile

Revenue

Up

$891,994

Up $668,076 (+298%) from 2017

Expenses

Down

$19,592

Down $279,635 (-93%) from 2017

Net Income

Up

$872,402

Up $947,711 (+1258%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$10M$5.0M$0Assets 2011: $1,389,272Liabilities 2011: $0Net Assets 2011: $1,389,2722011Assets 2012: $1,400,322Liabilities 2012: $0Net Assets 2012: $1,400,3222012Assets 2013: $1,381,573Liabilities 2013: $0Net Assets 2013: $1,381,5732013Assets 2014: $6,723,983Liabilities 2014: $0Net Assets 2014: $6,723,9832014Assets 2015: $6,861,758Liabilities 2015: $0Net Assets 2015: $6,861,7582015Assets 2016: $6,771,620Liabilities 2016: $0Net Assets 2016: $6,771,6202016Assets 2017: $7,354,101Liabilities 2017: $0Net Assets 2017: $7,354,1012017Assets 2018: $8,070,013Liabilities 2018: $0Net Assets 2018: $8,070,0132018Assets 2019: $8,266,328Liabilities 2019: $0Net Assets 2019: $8,266,3282019Assets 2020: $8,132,987Liabilities 2020: $0Net Assets 2020: $8,132,9872020Assets 2021: $9,856,519Liabilities 2021: $0Net Assets 2021: $9,856,5192021Assets 2022: $8,246,875Liabilities 2022: $0Net Assets 2022: $8,246,8752022Assets 2023: $8,921,272Liabilities 2023: $0Net Assets 2023: $8,921,2722023Assets 2024: $9,503,299Liabilities 2024: $0Net Assets 2024: $9,503,2992024

Highlighted filing

2018

Assets$8,070,013
Liabilities$0
Net Assets$8,070,013
Open 2018 Filing

Operations Trend

Revenue Growth98th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $17,713Expenses 2011: $22,785Net Income 2011: -$5,0722011Revenue 2012: $17,861Expenses 2012: $6,811Net Income 2012: $11,0502012Revenue 2013: $9,207Expenses 2013: $27,956Net Income 2013: -$18,7492013Revenue 2014: $43,122Expenses 2014: $124,008Net Income 2014: -$80,8862014Revenue 2015: $212,614Expenses 2015: $296,903Net Income 2015: -$84,2892015Revenue 2016: $286,849Expenses 2016: $274,008Net Income 2016: $12,8412016Revenue 2017: $223,918Expenses 2017: $299,227Net Income 2017: -$75,3092017Revenue 2018: $891,994Expenses 2018: $19,592Net Income 2018: $872,4022018Revenue 2019: $252,642Expenses 2019: $303,216Net Income 2019: -$50,5742019Revenue 2020: $274,994Expenses 2020: $300,967Net Income 2020: -$25,9732020Revenue 2021: $407,862Expenses 2021: $304,988Net Income 2021: $102,8742021Revenue 2022: $370,949Expenses 2022: $325,737Net Income 2022: $45,2122022Revenue 2023: $367,245Expenses 2023: $5,008Net Income 2023: $362,2372023Revenue 2024: -$28,736Expenses 2024: $355,301Net Income 2024: -$384,0372024

Highlighted filing

2018

Revenue$891,994
Expenses$19,592
Net Income$872,402
Open 2018 Filing
Filing Detail Status

This 2018 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

View Latest Detailed Filing (2024)
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Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Mission and Program Overview

Mission

To benefit Monte Cassino School, Inc by providing a source of funds, both operating and endowment, to benefit Monte Cassino School, Inc., in Tulsa, Oklahoma.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$8,070,013
Liabilities
$0
Net assets
$8,070,013
Revenue
$891,994
Expenses
$19,592
Net income
$872,402
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.50$0.00$9.50$0.03$0.36$0.38
2023Summary only. Only limited summary data is available for this year.$8.92$0.00$8.92$0.37$0.01$0.36
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.25$0.00$8.25$0.37$0.33$0.05
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.86$0.00$9.86$0.41$0.30$0.10
2020Summary only. Only limited summary data is available for this year.$8.13$0.00$8.13$0.27$0.30$0.03
2019Summary only. Only limited summary data is available for this year.$8.27$0.00$8.27$0.25$0.30$0.05
2018Summary only. Only limited summary data is available for this year.$8.07$0.00$8.07$0.89$0.02$0.87
2017Summary only. Only limited summary data is available for this year.$7.35$0.00$7.35$0.22$0.30$0.08
2016Summary only. Only limited summary data is available for this year.$6.77$0.00$6.77$0.29$0.27$0.01
2015Summary only. Only limited summary data is available for this year.$6.86$0.00$6.86$0.21$0.30$0.08
2014Summary only. Only limited summary data is available for this year.$6.72$0.00$6.72$0.04$0.12$0.08
2013Summary only. Only limited summary data is available for this year.$1.38$0.00$1.38$0.01$0.03$0.02
2012Summary only. Only limited summary data is available for this year.$1.40$0.00$1.40$0.02$0.01$0.01
2011Summary only. Only limited summary data is available for this year.$1.39$0.00$1.39$0.02$0.02$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • $5M-$10M nonprofits