Civic Intelligence

Monument Fund Inc

990EZ • Fiscal year 2019 • EIN 81-4209323

Jan 01, 2019 to Dec 31, 2019 • Filed on Feb 28, 2020

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

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

63rd percentile

9.8%

Higher net margin than 63% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

59th percentile

8.0%

Faster asset growth than 59% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

78th percentile

28%

Faster revenue growth than 78% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$71,300

Up $5,293 (+8.0%) from 2018

Net Assets

Up

$71,300

Up $5,293 (+8.0%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$53,773

Up $11,864 (+28%) from 2018

Expenses

Down

$48,480

Down $8,537 (-15%) from 2018

Net Income

Up

$5,293

Up $20,401 (+135%) from 2018

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

2019

Assets$71,300
Liabilities$0
Net Assets$71,300

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

2019

Revenue$53,773
Expenses$48,480
Net Income$5,293
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Feb 28, 2020
Return Version
2019v5.0
Gross Receipts
$53,773
Mission and Program Overview

Mission

See attached statement on schedule o

Program Services

DescriptionGrantsExpenses
SEE ATTACHED STATEMENT ON SCHEDULE O$0$48,480
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEFANIE MARSHALLChair-$0--
JANE WILLIAMSONDirector, TreasurerPT$0--
JOHN B YELLOTT JRDirector/Executive DirectorPT$0--
THERESA WOODSDirector/Secretary-$0--
STIRLING WILLIAMSONDirector-$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
2020-02-28
Discuss with paid preparer
Yes

Preparer

Firm
Efs
Address
103 3rd Street SE, Charlottesville, VA 22902
Preparer
C Tucker Waldruff CPA
Phone
4345316851
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); and b) 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; and d) 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; and f) 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

LICENSES AND PERMITS 75.

Form 990EZ, Part I, Line 16

Credit card processing fees 336.

Form 990EZ, Part I, Line 16

BANK FEES 35.

Raw XML Appendix182 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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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); and b) 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; and d) 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; and f) 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/ExplanationTxt2LICENSES AND PERMITS 75.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CREDIT CARD PROCESSING FEES 336.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK FEES 35.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other
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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/BuildTS02020-09-23 17:36:50Z
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ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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Filings