Civic Intelligence

The Monte Foundation for Creating a Healthier World Inc.

990EZ • Fiscal year 2020 • EIN 84-3034104

Jan 01, 2020 to Dec 31, 2020 • Filed on May 17, 2021

120 High Point DrAmherst, MA 01002

(413) 253-0514

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

5th percentile

-165%

Higher net margin than 5% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

4th percentile

-84%

Faster asset growth than 4% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

12th percentile

-72%

Faster revenue growth than 12% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$8,686

Down $46,615 (-84%) from 2019

Net Assets

$8,686

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$28,311

Down $72,261 (-72%) from 2019

Expenses

Up

$74,926

Up $29,655 (+66%) from 2019

Net Income

Down

-$46,615

Down $101,916 (-184%) from 2019

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2019: $55,301Liabilities 2019: $02019Assets 2020: $8,686Liabilities 2020: $0Net Assets 2020: $8,6862020Assets 2021: $5,819Liabilities 2021: $0Net Assets 2021: $5,8192021Assets 2022: $3,905Liabilities 2022: $0Net Assets 2022: $3,9052022Assets 2023: $4,099Liabilities 2023: $0Net Assets 2023: $4,0992023

Highlighted filing

2020

Assets$8,686
Liabilities$0
Net Assets$8,686

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2019: $100,572Expenses 2019: $45,271Net Income 2019: $55,3012019Revenue 2020: $28,311Expenses 2020: $74,926Net Income 2020: -$46,6152020Revenue 2021: $8,599Expenses 2021: $11,590Net Income 2021: -$2,9912021Revenue 2022: $178Expenses 2022: $2,204Net Income 2022: -$2,0262022Revenue 2023: $1,134Expenses 2023: $940Net Income 2023: $1942023

Highlighted filing

2020

Revenue$28,311
Expenses$74,926
Net Income-$46,615
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 17, 2021
Return Version
2020v4.1
Gross Receipts
$28,311
Mission and Program Overview

Mission

To improve the health and well-being of children so they contribute to a better world.

Program Services

DescriptionGrantsExpenses
WORKING WITH TUFTS UNIVERSITY EXPERTS AT THE EKURHULENI CENTER FOR ORPHANS AND VULNERABLE CHILDREN N ACORNHOEK, LIMPOPO, SOUTH AFRICA.$0$68,389
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS J MONTEPresident, DirectorPT$0--
TOBY MONTETreasurer, Clerk, Director-$0--
CHRISTINA MONTEDirector-$0--
MICHELLE EASTMANDirector-$0--
DIONNE PALANDJIANDirector-$0--
DANIA JOSUA DU PREEZDirector-$0--
IAN SCHREGERDirector-$0--
LINDA SHAEDirector-$0--
VICTORIA GODDARDDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Monte Foundation for Creating a
EIN
84-3034104
Phone
4132530514
Address
120 HIGH POINT DR, AMHERST, MA 01002

Signing Officer

Name
Thomas J Monte
Title
President
Phone
4132530514
Signed
2021-05-17
Discuss with paid preparer
Yes

Preparer

Firm
Ziomek & Ziomek Attorneys at Law
Address
27 UNIVERSITY DR, AMHERST, MA 01002
Preparer
S Peter Ziomek Jr Esq
Phone
4135490080
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

Description: website design, hosting. Amount: 3,250. Description: office expenses. Amount: 255. Description: travel expenses. Amount: 19,360. Total to form 990-ez, line 16: 22,865.

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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum04132530514
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0AMHERST
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001002
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0THOMAS J MONTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TOBY MONTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRISTINA MONTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MICHELLE EASTMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DIONNE PALANDJIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DANIA JOSUA DU PREEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6IAN SCHREGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7LINDA SHAE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8VICTORIA GODDARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT, DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER, CLERK, DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt022865
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO IMPROVE THE HEALTH AND WELL-BEING OF CHILDREN SO THEY CONTRIBUTE TO A BETTER WORLD.
IRS990EZ/PrintingPublicationsPostageAmt0162
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WORKING WITH TUFTS UNIVERSITY EXPERTS AT THE EKURHULENI CENTER FOR ORPHANS AND VULNERABLE CHILDREN N ACORNHOEK, LIMPOPO, SOUTH AFRICA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SalariesOtherCompEmplBnftAmt038610
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt028311
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0100572
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0128883
IRS990ScheduleA/TotalSupportAmt0128883
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: WEBSITE DESIGN, HOSTING. AMOUNT: 3,250. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 255. DESCRIPTION: TRAVEL EXPENSES. AMOUNT: 19,360. TOTAL TO FORM 990-EZ, LINE 16: 22,865.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS J MONTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04132530514
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MONTE FOUNDATION FOR CREATING A
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTHIER WORLD INC
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0843034104
ReturnHeader/Filer/PhoneNum04132530514
ReturnHeader/Filer/USAddress/AddressLine1Txt0120 HIGH POINT DR
ReturnHeader/Filer/USAddress/CityNm0AMHERST
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001002
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043106565
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ZIOMEK & ZIOMEK ATTORNEYS AT LAW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt027 UNIVERSITY DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AMHERST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001002
ReturnHeader/PreparerPersonGrp/PhoneNum04135490080
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0S PETER ZIOMEK JR ESQ
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-05-17T09:38:19-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0THOMAS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MONTE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings