MONTICELLO FOUNDATION INC: Form 990EZ, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- MONTICELLO FOUNDATION INC (EIN 39-1806015)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-01-31
- IRS object ID
- 201130319349200008
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-01-31T11:22:09-06:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARVEY W KUBLY CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 695 | AddressLine1 |
| City | MONTICELLO | City |
| State | WI | State |
| ZIP Code | 53570 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391806015 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTICELLO FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MONT | NameControl |
| Phone | 6089384201 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 636 | AddressLine1 |
| City | MONTICELLO | City |
| State | WI | State |
| ZIP Code | 53570 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CATHY SENNETT | Name |
| Title | TREASURER | Title |
| Phone | 6089384201 | Phone |
| Date Signed | 2011-01-31 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | HARVEY W KUBLY CPA | Name |
| Phone | 6089384610 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Schedule B Not Required | X | ScheduleBNotRequired |
| Web Site | N/A | WebSite |
| Organization501c | X | Organization501c |
| Gross Receipts Less Than25000 | X | GrossReceiptsLessThan25000 |
| Gross Receipts | 66259 | GrossReceipts |
| Contributions Gifts Grants Etc | 9649 | ContributionsGiftsGrantsEtc |
| Gross Amount From Sale Of Assets | 28689 | GrossAmountFromSaleOfAssets |
| Cost Other Basis And Sales Expenses | 35523 | CostOtherBasisAndSalesExpenses |
| Gain Or Loss From Sale Of Assets | -6834 | GainOrLossFromSaleOfAssets |
| Special Events Gross Revenue | 13650 | SpecialEventsGrossRevenue |
| Special Events Direct Expenses | 5268 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | 8382 | SpecialEventsNetIncomeLoss |
| Other Revenue Total | 14271 | OtherRevenueTotal |
| Total Revenue | 25468 | TotalRevenue |
| Grants And Similar Amounts Paid | 15750 | GrantsAndSimilarAmountsPaid |
| Salaries Other Comp Empl Benefits | 600 | SalariesOtherCompEmplBenefits |
| Fees And Oth Pymt To Ind Contractors | 720 | FeesAndOthPymtToIndContractors |
| Printing Publications Postage | 260 | PrintingPublicationsPostage |
| Total Expenses | 17330 | TotalExpenses |
| Excess Or Deficit For Year | 8138 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 370939 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 379077 | NetAssetsOrFundBalancesEOY |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 395 | BOY |
| EOY | 2986 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 385644 | BOY |
| EOY | 394441 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 386039 | BOY |
| EOY | 397427 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15100 | BOY |
| EOY | 18350 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 370939 | BOY |
| EOY | 379077 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | TO RAISE MONEY TO PROVIDE SCHOLARSHIPS FOR GRADUATES OF MONTICELLO HIGH SCHOOL | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Service Accom | PROVIDED SCHOLARSHIPS TO MHS GRADUATES | DescriptionProgramServiceAccom |
| Grants And Allocations | 0 | GrantsAndAllocations |
| Program Service Expenses | 0 | ProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (9 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| CATHY SENNETT | ||||||||
| 511 MONTESIAN CT | MONTICELLO | WI | 53570 | TREASURER | 2.00 | 300 | 0 | 0 |
| CAROL KUBLY | ||||||||
| W3796 CTY EE | MONTICELLO | WI | 53570 | director | 0.00 | 0 | 0 | 0 |
| MARCIA VOSS | ||||||||
| 410 S MAIN ST PO BOX 423 | MONTICELLO | WI | 53570 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| RUSSELL QUINN | ||||||||
| W6164 RON HILL LN | MONTICELLO | WI | 53570 | VICE PRESIDENT | 0.00 | 0 | 0 | 0 |
| ROBERT DRAFAHL | ||||||||
| 589 SUMMIT AVE | MONTICELLO | WI | 53570 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| LLINN LEDERMAN | ||||||||
| 345 URBAN RD | MONTICELLO | WI | 53570 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| JEAN McMANNES | ||||||||
| 544 EISENHOWER CT | MONTICELLO | WI | 53570 | SECRETARY | 2.00 | 300 | 0 | 0 |
| MARK WITTENWYLER | ||||||||
| W4586 WITTENWYLER RD | MONTICELLO | WI | 53570 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| ELMER LEMON | ||||||||
| 309 CHEYENE TRAIL | MADISON | WI | 53705 | PRESIDENT | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | 0 | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | 0 | OrganizationHadUBI |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtc |
| Direct Indirect Political Expend | 0 | DirectIndirectPoliticalExpend |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficers |
| Tax Imposed Under IRC4911 | 0 | TaxImposedUnderIRC4911 |
| Tax Imposed Under IRC4912 | 0 | TaxImposedUnderIRC4912 |
| Tax Imposed Under IRC4955 | 0 | TaxImposedUnderIRC4955 |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTrans |
| Amount Of Tax Imposed On Org Mgr | 0 | AmountOfTaxImposedOnOrgMgr |
| Amount Of Tax Reimbursed By Org | 0 | AmountOfTaxReimbursedByOrg |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHERINE SENNETT | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 511 MONTISIAN CT | AddressLine1 |
| City | MONTICELLO | City |
| State | WI | State |
| ZIP Code | 53570 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6089384201 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Foreign Office | 0 | ForeignOffice |
| Maintain Any Donor Advised Funds | 0 | MaintainAnyDonorAdvisedFunds |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Engage Political Cmpgn Activities | 0 | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | 0 | EngageInLobbyingActivities |
| Operating School | 0 | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | 0 | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 104796 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4764 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7030 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4724 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8603 | CurrentTaxYear |
| Total | 129917 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 104796 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4764 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7030 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4724 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8603 | CurrentTaxYear |
| Total | 129917 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 129917 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9155 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11673 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12553 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14620 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10344 | CurrentTaxYear |
| Total | 58345 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2844 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3802 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5542 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6641 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8382 | CurrentTaxYear |
| Total | 27211 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 215473 | TotalSupport |
| Public Support Pertcentage170 | 0.60290 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.76500 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | The 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. | Declaration |