Civic Intelligence

Monument Fund Inc

990EZ • Fiscal year 2017 • EIN 81-4209323

Jan 01, 2017 to Dec 31, 2017 • Filed on Feb 15, 2018

PO Box 483Charlottesville, VA 22902

(434) 979-0275

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

95th percentile

67%

Higher net margin than 95% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

99th percentile

6660%

Faster asset growth than 99% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

100th percentile

9792%

Faster revenue growth than 100% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$81,115

Up $79,915 (+6660%) from 2016

Net Assets

Up

$81,115

Up $79,915 (+6660%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$118,907

Up $117,705 (+9792%) from 2016

Expenses

Up

$38,992

Up $38,990 (+1949500%) from 2016

Net Income

Up

$79,915

Up $78,715 (+6560%) from 2016

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2016: $1,200Liabilities 2016: $0Net Assets 2016: $1,2002016Assets 2017: $81,115Liabilities 2017: $0Net Assets 2017: $81,1152017Assets 2018: $66,007Liabilities 2018: $0Net Assets 2018: $66,0072018Assets 2019: $71,300Liabilities 2019: $0Net Assets 2019: $71,3002019Assets 2020: $64,607Liabilities 2020: $0Net Assets 2020: $64,6072020Assets 2021: $38,221Liabilities 2021: $0Net Assets 2021: $38,2212021Assets 2022: $18,744Net Assets 2022: $18,7442022Assets 2023: $0Net Assets 2023: $1,5582023

Highlighted filing

2017

Assets$81,115
Liabilities$0
Net Assets$81,115

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2016: $1,202Expenses 2016: $2Net Income 2016: $1,2002016Revenue 2017: $118,907Expenses 2017: $38,992Net Income 2017: $79,9152017Revenue 2018: $41,909Expenses 2018: $57,017Net Income 2018: -$15,1082018Revenue 2019: $53,773Expenses 2019: $48,480Net Income 2019: $5,2932019Revenue 2020: $9,604Expenses 2020: $16,297Net Income 2020: -$6,6932020Revenue 2021: $3,822Expenses 2021: $30,208Net Income 2021: -$26,3862021Revenue 2022: $2,473Expenses 2022: $21,950Net Income 2022: -$19,4772022Revenue 2023: $2,179Expenses 2023: $19,365Net Income 2023: -$17,1862023

Highlighted filing

2017

Revenue$118,907
Expenses$38,992
Net Income$79,915
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Feb 15, 2018
Return Version
2017v2.2
Gross Receipts
$118,907
Mission and Program Overview

Mission

See attached statement on schedule o

Program Services

DescriptionGrantsExpenses
SEE ATTACHED STATEMENT ON SCHEDULE O-$38,992
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEFANIE MARSHALLChair-$0--
JANE WILLIAMSONDirectorPT$0--
JOHN B YELLOTT JRDirector/Executive DirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Monument Fund Inc
EIN
81-4209323
Phone
4349790275
Address
PO BOX 483, CHARLOTTESVILLE, VA 22902

Signing Officer

Name
John B Yellott Jr
Title
Executive Director
Phone
4349790275
Signed
2018-02-15
Discuss with paid preparer
Yes

Preparer

Firm
Efs
Address
PO Box 41, Charlottesville, VA 22902
Preparer
C Tucker Waldruff CPA
Phone
4344669271
Supplemental Narrative

Additional Explanations

Other

Part iii, statement of exempt purpose.the organization was formed a) to form a public interest organization to support historic preservation with a focus on monuments, memorials, and statues, and the parks and grounds that frame them (historic monuments); andb) to fund litigation to protect and preserve historic monuments; and c) to encourage and to fund improvements for existing historic monuments, and to expand their context, descriptions, and explanations; andd) to support the creation of new historic monuments, and buildings including museums for that purpose;e) to support research and education aimed at increasing public awareness of and support for historic monuments; andf) to serve as an information and coordination resource for organizations and individuals engaged in preservation and improvement of historic monuments;and g) to do any and all lawful acts that may be necessary, useful, or proper for the furtherance or accomplishment of these purposes.

Other

PART III, LINE 28, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS The Monument Fund Inc. supports historic preservation with a focus on monuments, memorials, and statues, and the parks and grounds that frame them ("historic monuments"). We have funded and supported successful litigation to protect and preserve monuments, litigation which is ongoing. The court orders and injunctions we have obtained have benefited the citizens of Charlottesville, Virginia and helped preserve monuments throughout the Commonwealth. In addition we have engaged in education to promote historic awareness and understanding.

Form 990EZ, Part I, Line 16

BANK FEES

Form 990EZ, Part I, Line 16

Licenses and permits 155.

Form 990EZ, Part I, Line 16

Credit card processing fees 5038.

Raw XML Appendix138 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0EFS
IRS990EZ/BooksInCareOfDetail/PhoneNum04345316851
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 41
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTESVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd022902
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01200
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt081115
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0118871
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt079915
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt031218
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt01200
IRS990EZ/Form990TotalAssetsGrp/EOYAmt081115
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0118907
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt036
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt01200
IRS990EZ/NetAssetsOrFundBalancesEOYAmt081115
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt01200
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt081115
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt230.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEFANIE MARSHALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JANE WILLIAMSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN B YELLOTT JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR/EXECUTIVE DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt05193
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE ATTACHED STATEMENT ON SCHEDULE O
IRS990EZ/PrintingPublicationsPostageAmt02581
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SEE ATTACHED STATEMENT ON SCHEDULE O
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt038992
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0VA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt038992
IRS990EZ/TotalProgramServiceExpensesAmt038992
IRS990EZ/TotalRevenueAmt0118907
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https://www.themonumentfund.org/
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0118871
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0120071
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0120071
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0118871
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01200
IRS990ScheduleA/Total509Grp/TotalAmt0120071
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0120071
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PART III, STATEMENT OF EXEMPT PURPOSE.THE ORGANIZATION WAS FORMED A) TO FORM A PUBLIC INTEREST ORGANIZATION TO SUPPORT HISTORIC PRESERVATION WITH A FOCUS ON MONUMENTS, MEMORIALS, AND STATUES, AND THE PARKS AND GROUNDS THAT FRAME THEM (HISTORIC MONUMENTS); ANDB) TO FUND LITIGATION TO PROTECT AND PRESERVE HISTORIC MONUMENTS; AND C) TO ENCOURAGE AND TO FUND IMPROVEMENTS FOR EXISTING HISTORIC MONUMENTS, AND TO EXPAND THEIR CONTEXT, DESCRIPTIONS, AND EXPLANATIONS; ANDD) TO SUPPORT THE CREATION OF NEW HISTORIC MONUMENTS, AND BUILDINGS INCLUDING MUSEUMS FOR THAT PURPOSE;E) TO SUPPORT RESEARCH AND EDUCATION AIMED AT INCREASING PUBLIC AWARENESS OF AND SUPPORT FOR HISTORIC MONUMENTS; ANDF) TO SERVE AS AN INFORMATION AND COORDINATION RESOURCE FOR ORGANIZATIONS AND INDIVIDUALS ENGAGED IN PRESERVATION AND IMPROVEMENT OF HISTORIC MONUMENTS;AND G) TO DO ANY AND ALL LAWFUL ACTS THAT MAY BE NECESSARY, USEFUL, OR PROPER FOR THE FURTHERANCE OR ACCOMPLISHMENT OF THESE PURPOSES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PART III, LINE 28, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS The Monument Fund Inc. supports historic preservation with a focus on monuments, memorials, and statues, and the parks and grounds that frame them ("historic monuments"). We have funded and supported successful litigation to protect and preserve monuments, litigation which is ongoing. The court orders and injunctions we have obtained have benefited the citizens of Charlottesville, Virginia and helped preserve monuments throughout the Commonwealth. In addition we have engaged in education to promote historic awareness and understanding.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK FEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LICENSES AND PERMITS 155.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CREDIT CARD PROCESSING FEES 5038.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN B YELLOTT JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04349790275
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONUMENT FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0MONU
ReturnHeader/Filer/EIN0814209323
ReturnHeader/Filer/PhoneNum04349790275
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 483
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTESVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022902
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId003CC861C87DF4E4D07A130B8D0DD1A1E30A8092D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId003CC861C87DF4E4D07A130B8D0DD1A1E30A8092D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0184.106.63.184
ReturnHeader/FilingSecurityInformation/IPDt02018-02-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm006:00:36
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EFS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 41
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Charlottesville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022902
ReturnHeader/PreparerPersonGrp/PhoneNum04344669271
ReturnHeader/PreparerPersonGrp/PreparationDt02018-02-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0C TUCKER WALDRUFF CPA
ReturnHeader/ReturnTs02018-02-24T06:00:55-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings