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MONTICELLO SENIOR CENTER: Form 990EZ, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
MONTICELLO SENIOR CENTER (EIN 41-1730552)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-12
IRS object ID
202211329349203866
Schema version
2021v4.0
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

FieldValueIRS element (for citing)
Return2022-05-12T12:46:49-07:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN411767630PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Mosford Barthel & Co PLC CPAsBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1305 Cedar Street Suite 201AddressLine1Txt
CityMonticelloCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55362ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN411730552EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MONTICELLO SENIOR CENTERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMONTBusinessNameControlTxt
Phone7632952000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1505 WALNUT ST SUITE 3AddressLine1Txt
CityMONTICELLOCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55362ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAM LOIDOLTPersonNm
Person TitleDirectorPersonTitleTxt
Signature2022-05-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPAMPersonFirstNm
Person LastLOIDOLTPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANDREW MOLL CPAPreparerPersonNm
PTINP00085655PTIN
Phone7632954800PhoneNum
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website AddressMNSENIORCENTERS.ORG/MONTICELLO-SENIOR-CENTERWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Gross Receipts$123,155GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$91,973ContributionsGiftsGrantsEtcAmt
Program Service Revenue$24,661ProgramServiceRevenueAmt
Membership Dues$3,175MembershipDuesAmt
Investment Income$83InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$3,263FundraisingGrossIncomeAmt
Special Events Direct Expenses$1,091SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$2,172SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Total Revenue$122,064TotalRevenueAmt
Grants And Similar Amounts Paid$1,000GrantsAndSimilarAmountsPaidAmt
Printing Publications Postage$179PrintingPublicationsPostageAmt
Other Expenses Total$115,601OtherExpensesTotalAmt
Total Expenses$116,780TotalExpensesAmt
Excess Or Deficit For Year$5,284ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$101,651NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$106,935NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$89,537BOYAmt
EOY$99,318EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$12,114BOYAmt
EOY$7,617EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$101,651BOYAmt
EOY$106,935EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$101,651BOYAmt
EOY$106,935EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeMULTI-PURPOSE FOCAL POINT FOR THE ELDERLY.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomTHE MONTICELLO SENIOR CENTER IS A COMMUNITY FOCAL POINT, SERVING THE RECREATIONAL, SOCIAL, NUTRITIONAL, INFORMATIONAL, AND EDUCATIONAL NEEDS OF OLDER ADULTS, THEIR FAMILIES AND AREA RESIDENTS INTERESTED IN INFORMATION ABOUT SERVICES FOR THE ELDERLY.THE SENIOR CENTER OFFERS A WIDE VARIETY OF SERVICES AND PROGRAMS, ALL DESIGNED TO KEEP OLDER ADULTS ACTIVE AND INDEPENDENT AS LONG AS POSSIBLE. THE CENTER IS OPEN MONDAY THROUGH FRIDAY FROM 8 A.M. TO 4 P.M.IN 2021, 1762 INDIVIDUAL OLDER ADULTS PARTICIPATED IN MONTICELLO SENIOR CITIZENS CENTER ACTIVITIES OR SERVICES 16,225 TIMES.VOLUNTEERS DONATED 5,631 HOURS OF THEIR TIME TO THE SENIOR CENTER IN 2021.MONTICELLO SENIOR CITIZENS CENTER STAFF AND VOLUNTEERS MADE 3,439 SERVICE REFERRALS IN 2021.DescriptionProgramSrvcAccomTxt
Grants And Allocations$93,624GrantsAndAllocationsAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$93,624TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (10 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
PAUL KLEIN
Chairman1.00$0
JANET BROMBERG
MEMBER1.00$0
KETZEL DOMKE
Secretary1.00$0
MARIAN FEATHER
TREASURER2.00$0
MICHELE HERTWIG
MEMBER1.00$0
JERRY CROCKER
MEMBER1.00$0
LAURIE BARTLETT
VICE-CHAIR1.00$0
ED ELLISON
MEMBER1.00$0
KAREN HANSON
MEMBER1.00$0
PAM LOIDOLT
Director40.00$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonPAM LIODOLTPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1505 WALNUT ST SUITE 3AddressLine1Txt
CityMONTICELLOCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55362ZIPCd
FieldValueIRS element (for citing)
Phone7632952000PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$105,526CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$82,777CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$88,157CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$81,492CurrentTaxYearMinus1YearAmt
Current Tax Year$95,148CurrentTaxYearAmt
Total$453,100TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$105,526CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$82,777CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$88,157CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$81,492CurrentTaxYearMinus1YearAmt
Current Tax Year$95,148CurrentTaxYearAmt
Total$453,100TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$453,100PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$298CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$403CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$600CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$325CurrentTaxYearMinus1YearAmt
Current Tax Year$83CurrentTaxYearAmt
Total$1,709TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$454,809TotalSupportAmt
Public Support CY1700.99620PublicSupportCY170Pct
Public Support PY1700.99630PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (17 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Other Expenses.1001Advertising and Promotion $3250
Other Expenses.1002Office Expenses $615
Other Expenses.1009Depreciation $4496
Other Expenses.1012Insurance $992
Other Expenses.1CONTRACT LABOR $71385
Other Expenses.2DINNERS $11601
Other Expenses.3TRIPS $5565
Other Expenses.4SPECIAL PROGRAMS $5539
Other Expenses.5CLASSES $3722
Other Expenses.6MISCELLANEOUS $2933
Other Expenses.7BILLARDS $1684
Other Expenses.8CLEANING & MAINTENANCE $984
Other Expenses.9TELEPHONE $956
Other Expenses.10SERVICE COUNTER $806
Other Expenses.11PROFESSIONAL $600
Other Expenses.12DUES & SUBSCRIPTIONS $473
Other Assets.1002Furniture and Fixtures - Beginning $12114 Furniture and Fixtures - Ending $7617

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