Civic Intelligence

Monticello Homeowners Assoc Inc

EIN 75-2372391 • 501(c)4 • Colleyville, TX

Profile

Maintain community common areas

PO Box 254Colleyville, TX 76034

www.monticellohoa.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

41st percentile

0.01x

Higher debt load relative to assets than 41% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

48th percentile

0.04x

Higher debt load relative to revenue than 48% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Source year 2024

Net Margin

31st percentile

-0.2%

Higher net margin than 31% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

63rd percentile

$0

Higher top officer pay than 63% of similar nonprofits.

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

501(c)4 • $1M-$5M nonprofits • Source year 2024

Asset Growth

33rd percentile

-0.6%

Faster asset growth than 33% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

56th percentile

11%

Faster revenue growth than 56% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets41st percentile

Assets

Down

$1,413,479

Down $8,387 (-0.6%) from 2023

Liabilities

Down

$13,603

Down $7,756 (-36%) from 2023

Net Assets

Down

$1,399,876

Down $631 (-0.0%) from 2023

Operations
Liabilities / Revenue48th percentileNet Margin31st percentile

Revenue

Up

$324,162

Up $33,404 (+11%) from 2023

Expenses

Up

$324,793

Up $28,658 (+9.7%) from 2023

Net Income

Up

-$631

Up $4,746 (+88%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth33rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,564,382Liabilities 2011: $0Net Assets 2011: $1,564,3822011Assets 2012: $1,764,818Liabilities 2012: $3,058Net Assets 2012: $1,761,7602012Assets 2013: $1,736,103Liabilities 2013: $405Net Assets 2013: $1,735,6982013Assets 2014: $1,738,771Liabilities 2014: $12,840Net Assets 2014: $1,725,9312014Assets 2015: $1,693,421Liabilities 2015: $20,377Net Assets 2015: $1,673,0442015Assets 2016: $1,651,599Liabilities 2016: $41,090Net Assets 2016: $1,610,5092016Assets 2017: $1,562,901Liabilities 2017: $10,970Net Assets 2017: $1,551,9312017Assets 2018: $1,509,719Liabilities 2018: $14,337Net Assets 2018: $1,495,3822018Assets 2019: $1,497,987Liabilities 2019: $15,614Net Assets 2019: $1,482,3732019Assets 2020: $1,448,947Liabilities 2020: $16,106Net Assets 2020: $1,432,8412020Assets 2021: $1,446,508Liabilities 2021: $22,290Net Assets 2021: $1,424,2182021Assets 2022: $1,419,040Liabilities 2022: $13,156Net Assets 2022: $1,405,8842022Assets 2023: $1,421,866Liabilities 2023: $21,359Net Assets 2023: $1,400,5072023Assets 2024: $1,413,479Liabilities 2024: $13,603Net Assets 2024: $1,399,8762024

Highlighted filing

2024

Assets$1,413,479
Liabilities$13,603
Net Assets$1,399,876
Open 2024 Filing

Operations Trend

Revenue Growth56th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0-$100KExpenses 2011: $254,1682011Expenses 2012: $186,6042012Revenue 2013: $179,708Expenses 2013: $205,770Net Income 2013: -$26,0622013Revenue 2014: $186,807Expenses 2014: $202,413Net Income 2014: -$15,6062014Revenue 2015: $198,599Expenses 2015: $249,812Net Income 2015: -$51,2132015Revenue 2016: $204,832Expenses 2016: $267,367Net Income 2016: -$62,5352016Revenue 2017: $210,462Expenses 2017: $269,040Net Income 2017: -$58,5782017Revenue 2018: $215,310Expenses 2018: $271,720Net Income 2018: -$56,4102018Revenue 2019: $233,334Expenses 2019: $246,343Net Income 2019: -$13,0092019Revenue 2020: $223,908Expenses 2020: $273,440Net Income 2020: -$49,5322020Revenue 2021: $229,835Expenses 2021: $238,458Net Income 2021: -$8,6232021Revenue 2022: $255,777Expenses 2022: $274,111Net Income 2022: -$18,3342022Revenue 2023: $290,758Expenses 2023: $296,135Net Income 2023: -$5,3772023Revenue 2024: $324,162Expenses 2024: $324,793Net Income 2024: -$6312024

Highlighted filing

2024

Revenue$324,162
Expenses$324,793
Net Income-$631
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$1,413,479
Liabilities
$13,603
Net assets
$1,399,876
Revenue
$324,162
Expenses
$324,793
Net income
-$631
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$0.01$1.40$0.32$0.32$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.42$0.02$1.40$0.29$0.30$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.42$0.01$1.41$0.26$0.27$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.45$0.02$1.42$0.23$0.24$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.45$0.02$1.43$0.22$0.27$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.50$0.02$1.48$0.23$0.25$0.01
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.51$0.01$1.50$0.22$0.27$0.06
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.56$0.01$1.55$0.21$0.27$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.65$0.04$1.61$0.20$0.27$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.69$0.02$1.67$0.20$0.25$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.74$0.01$1.73$0.19$0.20$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.18$0.21$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.76$0.00$1.76$0.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.56$0.00$1.56$0.25
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 7, 2023
Return Version
2022v5.0
Gross Receipts
$255,777
Mission and Program Overview

Mission

Maintain community common areas

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,424,218$1,405,884▼ $18,334
Land, Buildings, and Equipment, Net$710,600$722,659▲ $12,059
Savings and Temporary Cash Investments$709,243$670,895▼ $38,348
Cash and Non-Interest-Bearing Accounts$20,586$17,447▼ $3,139
Accounts Receivable$847$2,861▲ $2,014
Prepaid Expenses and Deferred Charges$2,755$2,726▼ $29
Intangible Assets$2,177$1,867▼ $310
Total Assets$1,446,508$1,419,040▼ $27,468
Other Assets Total$300$585▲ $285
Liabilities
Accounts Payable and Accrued Expenses$22,290$13,156▼ $9,134
Total Liabilities$22,290$13,156▼ $9,134
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,424,218$1,405,884▼ $18,334
Total Liabilities and Net Assets / Fund Balance$1,446,508$1,419,040▼ $27,468

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$722,659$753,790$1,476,449
Compensation and Service Providers
Top Officer Pay63rd percentile

Board Members and Trustees

NameTitle
John HupfPresident
Craig RosengrantsDirector
Curt MoratzDirector
Inna DietrichDirector
Jeff WardDirector
Jenina RobertsDirector
Ron HaiderDirector
Tim BoesDirector
Mike MillerCurrent Trea
Roger DavisSecretary
Gordon WalshTreasurer
Larry LewisVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$239,780
Investment Income
$10,262
Other Revenue
$5,735
Change in Net Assets
$-18,334
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$274,111
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
Depreciation Depletion$62,393--$62,393
Other Expenses$8,136--$8,136
Insurance-$6,113-$6,113
All Other Expenses-$6,033-$6,033
Fees for Services Accounting-$5,879-$5,879
Fees for Services Legal-$2,665-$2,665
Conferences and Meetings-$797-$797
Office Expenses-$725-$725
Total Functional Expenses$251,899$22,212$0$274,111
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“It has one class of members”

Form 990, Page 6, Part VI, Line 7A

“The members elect the board”

Form 990, Page 6, Part VI, Line 7B

“The members must approve regular dues assessments increases greater than 10% in a year. The members must also approve special dues assessments and expenditures on new capital assets from reserves.”

Form 990, Page 6, Part VI, Line 11B

“The board provides a copy of form 990 to all board members for review prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“The board annually reviews whether any member of the board has a potential conflict of interest that would prevent them from participating in board decisions. Such potential conflicts of interest, if present will be reviewed by the board and if necessary legal counsel.”

Form 990, Page 6, Part VI, Line 19

“The board makes its governing documents, conflict of interest policy and financial statements available to all members on its website.”

Filing and Contact Details

Filer

Filer Name
Monticello Homeowners Assoc Inc
EIN
75-2372391
Phone
8173204209
Address
PO BOX 254, COLLEYVILLE, TX 76034

Signing Officer

Name
Mike Miller
Title
Current Treasurer
Phone
8172714040
Signed
2023-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Hupf
Formed
1999
Legal Domicile
TX
Voting Board Members
11
Independent Board Members
11
Employees
0

Preparer

Firm
Pineider Ford & Associates Pllc
Address
2241 E CONTINENTAL BLVD STE 140, SOUTHLAKE, TX 76092-9782
Preparer
Paul J Pineider
Phone
8174103700
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Provide other management and administrative functions.”

Raw XML Appendix353 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.

Path#Value
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IRS990/ActivityOrMissionDesc0MAINTAIN COMMUNITY COMMON AREAS
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt06033
IRS990/AllOtherExpensesGrp/TotalAmt06033
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IRS990/CYTotalRevenueAmt0255777
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IRS990/DepreciationDepletionGrp/ProgramServicesAmt062393
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IRS990/ForeignFinancialAccountInd0false
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
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IRS990/Form990PartVIISectionAGrp/PersonNm4JOHN HUPF
IRS990/Form990PartVIISectionAGrp/PersonNm5LARRY LEWIS
IRS990/Form990PartVIISectionAGrp/PersonNm6MIKE MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm7CURT MORATZ
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IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt6CURRENT TREA
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IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02755
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02726
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IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES & ASSESSMENTS
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0PROVIDE OTHER MANAGEMENT AND ADMINISTRATIVE FUNCTIONS.
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IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt06309
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IRS990/PYOtherRevenueAmt04569
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IRS990/PYRevenuesLessExpensesAmt0-8623
IRS990/PYTotalExpensesAmt0238458
IRS990/PYTotalRevenueAmt0229835
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IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0753790
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROVIDE OTHER MANAGEMENT AND ADMINISTRATIVE FUNCTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IT HAS ONE CLASS OF MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MEMBERS ELECT THE BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE MEMBERS MUST APPROVE REGULAR DUES ASSESSMENTS INCREASES GREATER THAN 10% IN A YEAR. THE MEMBERS MUST ALSO APPROVE SPECIAL DUES ASSESSMENTS AND EXPENDITURES ON NEW CAPITAL ASSETS FROM RESERVES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD PROVIDES A COPY OF FORM 990 TO ALL BOARD MEMBERS FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD ANNUALLY REVIEWS WHETHER ANY MEMBER OF THE BOARD HAS A POTENTIAL CONFLICT OF INTEREST THAT WOULD PREVENT THEM FROM PARTICIPATING IN BOARD DECISIONS. SUCH POTENTIAL CONFLICTS OF INTEREST, IF PRESENT WILL BE REVIEWED BY THE BOARD AND IF NECESSARY LEGAL COUNSEL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE BOARD MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO ALL MEMBERS ON ITS WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalAssetsGrp/EOYAmt01419040
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0251899
IRS990/TotalFunctionalExpensesGrp/TotalAmt0274111
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt022290
IRS990/TotalLiabilitiesEOYAmt013156
IRS990/TotalLiabilitiesGrp/BOYAmt022290
IRS990/TotalLiabilitiesGrp/EOYAmt013156
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01424218
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01405884
IRS990/TotalOtherProgSrvcExpenseAmt017736
IRS990/TotalProgramServiceExpensesAmt0251899
IRS990/TotalProgramServiceRevenueAmt0239780
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0255777
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0255777
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01446508
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01419040
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IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.MONTICELLOHOA.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MIKE MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CURRENT TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08172714040
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTICELLO HOMEOWNERS ASSOC INC
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0752372391
ReturnHeader/Filer/PhoneNum08173204209
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 254
ReturnHeader/Filer/USAddress/CityNm0COLLEYVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076034
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263376450
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PINEIDER FORD & ASSOCIATES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02241 E CONTINENTAL BLVD STE 140
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUTHLAKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0760929782
ReturnHeader/PreparerPersonGrp/PhoneNum08174103700
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL J PINEIDER
ReturnHeader/ReturnTs02023-11-14T11:35:56-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GORDON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WALSH
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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