Civic Intelligence

Henry E & Lola Monroe Foundation

990PF • Fiscal year 2022 • EIN 95-3829818

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 14, 2022

Organization Profile
1224 Coast Village Circle 20Santa Barbara, CA 93108

(805) 969-4761

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

79th percentile

34%

Higher net margin than 79% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

50th percentile

$12,500

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 22.2% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

56th percentile

1.7%

Faster asset growth than 56% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

24th percentile

-22%

Faster revenue growth than 24% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,168,216

Up $18,977 (+1.7%) from 2021

Net Assets

Up

$1,168,216

Up $18,977 (+1.7%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin79th percentile

Revenue

Down

$56,378

Down $16,135 (-22%) from 2021

Expenses

Down

$37,401

Down $90,959 (-71%) from 2021

Net Income

Up

$18,977

Up $74,824 (+134%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,696,867Liabilities 2011: $02011Assets 2012: $2,813,762Liabilities 2012: $6402012Assets 2013: $2,075,484Liabilities 2013: $0Net Assets 2013: $2,075,4842013Assets 2014: $1,370,831Liabilities 2014: $0Net Assets 2014: $1,370,8312014Assets 2015: $1,365,578Liabilities 2015: $0Net Assets 2015: $1,365,5782015Assets 2016: $1,358,176Liabilities 2016: $0Net Assets 2016: $1,358,1762016Assets 2017: $1,344,268Liabilities 2017: $0Net Assets 2017: $1,344,2682017Assets 2018: $1,387,247Liabilities 2018: $0Net Assets 2018: $1,387,2472018Assets 2019: $1,227,915Liabilities 2019: $0Net Assets 2019: $1,227,9152019Assets 2020: $1,205,086Liabilities 2020: $0Net Assets 2020: $1,205,0862020Assets 2021: $1,149,239Liabilities 2021: $0Net Assets 2021: $1,149,2392021Assets 2022: $1,168,216Liabilities 2022: $0Net Assets 2022: $1,168,2162022Assets 2023: $1,270,750Liabilities 2023: $0Net Assets 2023: $1,270,7502023Assets 2024: $1,232,366Liabilities 2024: $0Net Assets 2024: $1,232,3662024Assets 2025: $1,115,989Liabilities 2025: $0Net Assets 2025: $1,115,9892025

Highlighted filing

2022

Assets$1,168,216
Liabilities$0
Net Assets$1,168,216
Open 2022 Filing

Operations Trend

Revenue Growth24th percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2011: $50,378Expenses 2011: $226,476Net Income 2011: -$176,0982011Revenue 2012: $193,911Expenses 2012: $1,077,656Net Income 2012: -$883,7452012Expenses 2013: $1,058,7222013Revenue 2014: $366,928Expenses 2014: $1,071,581Net Income 2014: -$704,6532014Revenue 2015: $75,127Expenses 2015: $80,380Net Income 2015: -$5,2532015Revenue 2016: $54,095Expenses 2016: $61,497Net Income 2016: -$7,4022016Revenue 2017: $86,228Expenses 2017: $100,136Net Income 2017: -$13,9082017Revenue 2018: $49,104Expenses 2018: $6,125Net Income 2018: $42,9792018Revenue 2019: $59,006Expenses 2019: $218,338Net Income 2019: -$159,3322019Revenue 2020: $106,568Expenses 2020: $129,397Net Income 2020: -$22,8292020Revenue 2021: $72,513Expenses 2021: $128,360Net Income 2021: -$55,8472021Revenue 2022: $56,378Expenses 2022: $37,401Net Income 2022: $18,9772022Revenue 2023: $207,094Expenses 2023: $104,560Net Income 2023: $102,5342023Revenue 2024: $103,566Expenses 2024: $141,950Net Income 2024: -$38,3842024Revenue 2025: $122,268Expenses 2025: $238,645Net Income 2025: -$116,3772025

Highlighted filing

2022

Revenue$56,378
Expenses$37,401
Net Income$18,977
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 14, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
F ROBERT MILLERTrustee-$12,500-$12,500
ARTHUR MILLERTrustee-$12,500-$12,500
Filing and Contact Details

Filer

Filer Name
Henry E & Lola Monroe Foundation
EIN
95-3829818
Phone
8059694761
Address
1224 COAST VILLAGE CIRCLE 20, SANTA BARBARA, CA 93108

Signing Officer

Name
Robert Miller
Title
Trustee
Signed
2022-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Vance Thrift & Biller LLP CPAs
Address
290 Maple Ct Ste 175, Ventura, CA 93003
Preparer
Andrew W Gardner
Phone
8056486061
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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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt112500
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum08059694761
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0TRUE VINE BIBLE FELLOWSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0533 AVALON ST A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LOMPOC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd093436
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt022252
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0152968
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt078456
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt078456
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt078456
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt022252
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt078456
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt052260
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADMINISTRATIVE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1DUES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0336
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11000
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2891
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0341
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2891
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/Amt1744
TaxesSchedule/TaxesDetail/CategoryTxt0STATE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt025
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0744
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HENRY E & LOLA MONROE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HENR
ReturnHeader/Filer/EIN0953829818
ReturnHeader/Filer/PhoneNum08059694761
ReturnHeader/Filer/USAddress/AddressLine1Txt01224 COAST VILLAGE CIRCLE 20
ReturnHeader/Filer/USAddress/CityNm0SANTA BARBARA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093108
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0951848757
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Vance Thrift & Biller LLP CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0290 Maple Ct Ste 175
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Ventura
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093003
ReturnHeader/PreparerPersonGrp/PhoneNum08056486061
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREW W GARDNER
ReturnHeader/ReturnTs02022-11-14T13:48:06-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MILLER
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,168,216
Liabilities
$0
Net assets
$1,168,216
Revenue
$56,378
Expenses
$37,401
Net income
$18,977
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.12$0.24$0.12
2024Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.10$0.14$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.21$0.10$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.06$0.04$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.07$0.13$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.11$0.13$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.06$0.22$0.16
2018Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.05$0.01$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.09$0.10$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.05$0.06$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.08$0.08$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.37$1.07$0.70
2013Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$1.06
2012Summary only. Only limited summary data is available for this year.$2.81$0.00$0.19$1.08$0.88
2011Summary only. Only limited summary data is available for this year.$3.70$0.00$0.05$0.23$0.18