MONTEI FOUNDATION
Cite this
Plain text MONTEI FOUNDATION. Strategy Studio, nonprofit organization profile, tax years 2020–2025. https://strategystudio.org/org/311736155. Retrieved 2026-10-19.
APA Strategy Studio. (n.d.). MONTEI FOUNDATION [Nonprofit organization profile; tax years 2020–2025]. Retrieved October 19, 2026, from https://strategystudio.org/org/311736155
MLA “MONTEI FOUNDATION.” Strategy Studio, tax years 2020–2025, https://strategystudio.org/org/311736155. Accessed 19 Oct. 2026.
Retrieved 2026-10-19; covers tax years 2020–2025. Data: Strategy Studio, CC BY 4.0.
2025 · Form 990PF · revenue $3.6M · expenses $1.6M · assets $22.4M
- EIN
- 31-1736155
- Address
- 5910 VENTURE DR STE B, DUBLIN, OH 43017-6146
- NTEE code
- T20
- Subsection
- 501(c)(3)
- Ruling year
- 2001
- Cross-check
- ProPublica Nonprofit Explorer
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
3 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Julia K Montei | TRUSTEE | 2020-2025 | $64,406 | $357,199 | 1 |
| Todd R Montei | TRUSTEE | 2020-2025 | $64,406 | $357,199 | 2 |
| William K Burton | TRUSTEE | 2020-2025 | $64,405 | $357,198 | 3 |
People by year
2025 · 3 people listed · 3 paid, $193K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JULIA K MONTEI | TRUSTEE | 1 | $64,406 | - | $0 | $64,406 | 1 |
| TODD R MONTEI | TRUSTEE | 1 | $64,406 | - | $0 | $64,406 | 2 |
| WILLIAM K BURTON | TRUSTEE | 1 | $64,405 | - | $0 | $64,405 | 3 |
2024 · 3 people listed · 3 paid, $182K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JULIA K MONTEI | TRUSTEE | 1 | $60,756 | - | $0 | $60,756 | 1 |
| TODD R MONTEI | TRUSTEE | 1 | $60,756 | - | $0 | $60,756 | 2 |
| WILLIAM K BURTON | TRUSTEE | 1 | $60,756 | - | $0 | $60,756 | 3 |
2023 · 3 people listed · 3 paid, $164K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JULIA K MONTEI | Trustee | 1 | $54,755 | - | - | $54,755 | 1 |
| TODD R MONTEI | Trustee | 1 | $54,755 | - | - | $54,755 | 2 |
| WILLIAM K BURTON | Trustee | 1 | $54,755 | - | - | $54,755 | 3 |
2022 · 3 people listed · 3 paid, $177K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JULIA K MONTEI | Trustee | 1 | $59,114 | - | - | $59,114 | 1 |
| TODD R MONTEI | Trustee | 1 | $59,114 | - | - | $59,114 | 2 |
| WILLIAM K BURTON | Trustee | 1 | $59,114 | - | - | $59,114 | 3 |
2021 · 3 people listed · 3 paid, $194K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JULIA K MONTEI | TRUSTEE | 1 | $64,550 | - | $0 | $64,550 | 1 |
| TODD R MONTEI | TRUSTEE | 1 | $64,550 | - | $0 | $64,550 | 2 |
| WILLIAM K BURTON | TRUSTEE | 1 | $64,550 | - | $0 | $64,550 | 3 |
2020 · 3 people listed · 3 paid, $161K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JULIA K MONTEI | TRUSTEE | 1 | $53,618 | - | $0 | $53,618 | 1 |
| TODD R MONTEI | TRUSTEE | 1 | $53,618 | - | $0 | $53,618 | 2 |
| WILLIAM K BURTON | TRUSTEE | 1 | $53,618 | - | $0 | $53,618 | 3 |
Highest-paid independent contractors
2025 · 1 contractor · $122K
| Name | Location | Service | Paid |
|---|---|---|---|
| SEI PRIVATE TRUST COMPANY | OAKS, PA | INVEST. ADVISOR | $121,788 |
2024 · 1 contractor · $115K
| Name | Location | Service | Paid |
|---|---|---|---|
| SEI PRIVATE TRUST COMPANY | OAKS, PA | INVEST. ADVISOR | $115,333 |
2023 · 1 contractor · $104K
| Name | Location | Service | Paid |
|---|---|---|---|
| SEI PRIVATE TRUST COMPANY | OAKS, PA | INVESTMENT ADVISORY SVCS | $103,725 |
2022 · 1 contractor · $109K
| Name | Location | Service | Paid |
|---|---|---|---|
| SEI PRIVATE TRUST COMPANY | OAKS, PA | INVESTMENT ADVISORY SVCS | $109,374 |
2021 · 1 contractor · $117K
| Name | Location | Service | Paid |
|---|---|---|---|
| SEI PRIVATE TRUST COMPANY | OAKS, PA | INVESTMENT ADVISORY SERVICES | $116,917 |
2020 · 1 contractor · $95K
| Name | Location | Service | Paid |
|---|---|---|---|
| SEI PRIVATE TRUST COMPANY | OAKS, PA | INVESTMENT ADVISORY SERVICES | $94,727 |
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2025 · 52 grants to organizations · $1.2M
2024 · 45 grants to organizations · $1.1M
2023 · 0 grants to organizations · $0 · 1 summary line · $1.1M
This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.
2022 · 0 grants to organizations · $0 · 1 grant to individuals · $1.1M
2021 · 54 grants to organizations · $1.3M
2020 · 49 grants to organizations · $1.1M
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
No contributors are listed on Schedule B in the e-filed returns we have for this organization.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2025 · Form 990PF | ||||||||
| $3,594,135 | $1,615,056 | $22,371,570 | $22,371,570 | - | - | $193,217 | - | - |
| 2024 · Form 990PF | ||||||||
| $2,948,878 | $1,446,979 | $20,392,491 | $20,392,491 | - | - | $182,268 | - | - |
| 2023 · Form 990PF | ||||||||
| $1,576,448 | $1,385,987 | $18,890,592 | $18,890,592 | - | - | $164,264 | - | - |
| 2022 · Form 990PF | ||||||||
| $1,843,464 | $1,475,962 | $18,700,164 | $18,700,164 | - | - | $177,342 | - | - |
| 2021 · Form 990PF | ||||||||
| $3,070,833 | $1,592,398 | $18,332,626 | $18,332,626 | $0 | - | $193,650 | - | - |
| 2020 · Form 990PF | ||||||||
| $1,424,902 | $1,326,679 | $16,854,188 | $16,854,188 | - | - | $160,853 | - | - |
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Similar organizations
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| MJH FOUNDATION | OH | T20 | $3,959,510 | $1,557,402 | CHAIRMAN & MANAGER | $0 | Same NTEE code T20, revenue within 2x, same state, similar name |
| PAH FOUNDATION | OH | T20 | $3,818,735 | $452,840 | TRUSTEE & PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state, similar name |
| ADS FOUNDATION | OH | T20 | $3,381,814 | $455,015 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state, similar name |
| FREER FOUNDATION | OH | T20 | $3,613,591 | $202,847 | Secretary/Treasurer | $1,524 | Same NTEE code T20, revenue within 2x, same state, similar name |
| M B GALE FOUNDATION | OH | T20 | $3,616,386 | $200,412 | Secretary/Treasurer | $1,764 | Same NTEE code T20, revenue within 2x, same state, similar name |
| VONTZ FAMILY FOUNDATION | OH | T20 | $4,334,283 | $0 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state, similar name |
| THE ARIEL FOUNDATION | OH | T20 | $3,646,135 | $7,975,020 | SUPERV.DIR., CHAIRMAN,PRES | $0 | Same NTEE code T20, revenue within 2x, same state |
| KROGER CO FOUNDATION | OH | T20 | $3,338,016 | $5,939,588 | EXECUTIVE DIRECTOR | $224,249 | Same NTEE code T20, revenue within 2x, same state |
| SAMARITAN FOUNDATION | OH | T20 | $3,085,037 | $5,171,645 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| CELLARIUS FOUNDATION | OH | T20 | $4,489,738 | $791,743 | DIRECTOR, PRESIDENT & TREASURER | $0 | Same NTEE code T20, revenue within 2x, same state |
| EBEID FAMILY FOUNDATION | OH | T20 | $3,756,333 | $1,362,349 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| ABRAMS FAMILY FOUNDATION | OH | T20 | $3,553,264 | $3,265,458 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| WESLEY FAMILY FOUNDATION | OH | T20 | $3,092,524 | $434,968 | PRESIDENT/DIRECTOR | $0 | Same NTEE code T20, revenue within 2x, same state |
| STANARD FAMILY FOUNDATION | OH | T20 | $3,702,001 | $1,599,174 | DIRECTOR/PRESIDENT/TREASURER | $0 | Same NTEE code T20, revenue within 2x, same state |
| SAM J FRANKINO FOUNDATION | OH | T20 | $3,824,490 | $4,115,708 | TRUSTEE | $200,004 | Same NTEE code T20, revenue within 2x, same state |
| RIG III FAMILY FOUNDATION | OH | T20 | $4,156,826 | $391,860 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| STERLING FAMILY FOUNDATION | OH | T20 | $3,665,387 | $380,565 | TRUSTEE, PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| STANLEY KNAPP FAMILY FOUNDATION | OH | T20 | $3,430,407 | $1,107,719 | President | $0 | Same NTEE code T20, revenue within 2x, same state |
| THE S L HICKMAN FAMILY FOUNDATION | OH | T20 | $3,448,121 | $2,270,865 | SECRETARY | $0 | Same NTEE code T20, revenue within 2x, same state |
| ROBERT W MENTALL CHARITABLE FOUNDATION | OH | T20 | $4,120,861 | $43,785 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| STEPHEN J WOLFE JR PRIVATE FOUNDATION | OH | T20 | $3,693,718 | $1,979,258 | PRESIDENT-TREASURER | $0 | Same NTEE code T20, revenue within 2x, same state |
| CEDAR FAIR CHARITIES | OH | T20 | $3,111,458 | $3,102,499 | Director and President | $0 | Same NTEE code T20, revenue within 2x, same state |
| FOUNDATION M | MA | T20 | $3,939,134 | $1,046,671 | TRUSTEE | $8,000 | Same NTEE code T20, revenue within 2x, similar name |
| MORF FOUNDATION | CA | T20 | $3,974,058 | $3,758,698 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, similar name |
| MONIKER FOUNDATION | CO | T20 | $3,239,447 | $1,548,309 | SECRETARY/TREASURER | $71,591 | Same NTEE code T20, revenue within 2x, similar name |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2025 · Form 990PF · $1,615,056 spent · pay $193,217 · grants $1,236,743 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,236,743 | 76.6% | |
| Pay: officers, directors, trustees | $193,217 | 12.0% | |
| Fees: other professional | $121,788 | 7.5% | |
| Taxes | $61,345 | 3.8% | |
| Fees: accounting | $1,750 | 0.1% | |
| Other expenses | $200 | 0.0% | |
| Interest | $13 | 0.0% | |
| Total | $1,615,056 | 100% |
2024 · Form 990PF · $1,446,979 spent · pay $182,268 · grants $1,121,900 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,121,900 | 77.5% | |
| Pay: officers, directors, trustees | $182,268 | 12.6% | |
| Fees: other professional | $115,333 | 8.0% | |
| Taxes | $25,801 | 1.8% | |
| Fees: legal | $1,234 | 0.1% | |
| Other expenses | $443 | 0.0% | |
| Total | $1,446,979 | 100% |
2023 · Form 990PF · $1,385,987 spent · pay $164,264 · grants $1,102,184 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,102,184 | 79.5% | |
| Pay: officers, directors, trustees | $164,264 | 11.9% | |
| Fees: other professional | $103,725 | 7.5% | |
| Taxes | $14,256 | 1.0% | |
| Fees: legal | $1,292 | 0.1% | |
| Other expenses | $266 | 0.0% | |
| Total | $1,385,987 | 100% |
2022 · Form 990PF · $1,475,962 spent · pay $177,342 · grants $1,118,868 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,118,868 | 75.8% | |
| Pay: officers, directors, trustees | $177,342 | 12.0% | |
| Fees: other professional | $109,374 | 7.4% | |
| Taxes | $69,158 | 4.7% | |
| Fees: legal | $1,000 | 0.1% | |
| Other expenses | $220 | 0.0% | |
| Total | $1,475,962 | 100% |
2021 · Form 990PF · $1,592,398 spent · pay $193,650 · grants $1,253,859 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,253,859 | 78.7% | |
| Pay: officers, directors, trustees | $193,650 | 12.2% | |
| Fees: other professional | $116,917 | 7.3% | |
| Taxes | $26,652 | 1.7% | |
| Fees: legal | $1,100 | 0.1% | |
| Other expenses | $220 | 0.0% | |
| Total | $1,592,398 | 100% |
2020 · Form 990PF · $1,326,679 spent · pay $160,853 · grants $1,057,437 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,057,437 | 79.7% | |
| Pay: officers, directors, trustees | $160,853 | 12.1% | |
| Fees: other professional | $94,727 | 7.1% | |
| Taxes | $12,522 | 0.9% | |
| Fees: legal | $850 | 0.1% | |
| Other expenses | $290 | 0.0% | |
| Total | $1,326,679 | 100% |