MONTICELLO SENIOR CENTER: Form 990EZ, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MONTICELLO SENIOR CENTER (EIN 41-1730552)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-03
- IRS object ID
- 201601249349200140
- Schema version
- 2015v2.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-03T12:01:45-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mosford Barthel & Co PLC CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 305 Cedar Street Suite 201 | AddressLine1Txt |
| City | Monticello | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 553628302 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411730552 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTICELLO SENIOR CENTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MONT | BusinessNameControlTxt |
| Phone | 7632952000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 WALNUT ST SUITE 3 | AddressLine1Txt |
| City | MONTICELLO | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55362 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAM LOIDOLT | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2016-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LEON BARTHEL CPA | PreparerPersonNm |
| PTIN | P00022620 | PTIN |
| Phone | 7632954800 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Gross Receipts | $126,228 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $74,568 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $43,142 | ProgramServiceRevenueAmt |
| Membership Dues | $1,980 | MembershipDuesAmt |
| Investment Income | $180 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $6,358 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $1,337 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $5,021 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $124,891 | TotalRevenueAmt |
| Printing Publications Postage | $253 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $116,405 | OtherExpensesTotalAmt |
| Total Expenses | $116,658 | TotalExpensesAmt |
| Excess Or Deficit For Year | $8,233 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $53,899 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $62,132 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,480 | BOYAmt |
| EOY | $49,097 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,419 | BOYAmt |
| EOY | $13,035 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,899 | BOYAmt |
| EOY | $62,132 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,899 | BOYAmt |
| EOY | $62,132 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | MULTI-PURPOSE FOCAL POINT FOR THE ELDERLY. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | THE MONTICELLO SENIOR CITIZENS 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 8:00AM TO 4:30PM AND SATURDAY FROM 8:00-11:00AM. IN 2015, 2,298 INDIVIDUAL OLDER ADULTS PARICIPATED IN MONTICELLO SENIOR CITIZENS CENTER ACTIVITIES OR SERVICES 20,098 TIMES. VOLUNTEERS DONATED 8,094 HOURS OF THEIR TIME TO THE SENIOR CENTER IN 2015.MONTICELLO SENIOR CENTER STAFF AND VOLUNTEERS MADE 4,507 SERVICE REFERRALS IN 2015. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $93,328 | GrantsAndAllocationsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $93,328 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (10 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| IDELLA ZIEGLER | ||
| CHAIR | 1.00 | $0 |
| PAUL KLEIN | ||
| VICE CHAIR | 1.00 | $0 |
| TERRI SWEET | ||
| Secretary | 1.00 | $0 |
| LARRY NOLAN | ||
| Treasurer | 2.00 | $0 |
| GLADYS BITZER | ||
| Member | 1.00 | $0 |
| MIKE FARNIOK | ||
| MEMBER | 1.00 | $0 |
| DAVE NELSON | ||
| MEMBER | 1.00 | $0 |
| COLLEEN AUSTIN | ||
| MEMBER | 1.00 | $0 |
| PAM LOIDOLT | ||
| Director | 40.00 | $0 |
| RUTH MORGAN | ||
| MEMBER | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Organization Filed990 T | false | OrganizationFiled990TInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Initiation Fees And Cap Contri | $0 | InitiationFeesAndCapContriAmt |
| Gross Receipts For Public Use | $0 | GrossReceiptsForPublicUseAmt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAM LOIDOLT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 WALNUT ST SUITE 3 | AddressLine1Txt |
| City | MONTICELLO | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55362 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7632952000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Form720 Filed | false | Form720FiledInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Related Org Sect527 Org | false | RelatedOrgSect527OrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $62,810 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $66,012 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $66,872 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $86,169 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $76,548 | CurrentTaxYearAmt |
| Total | $358,411 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $62,810 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $66,012 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $66,872 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $86,169 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $76,548 | CurrentTaxYearAmt |
| Total | $358,411 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $358,411 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $206 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $100 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $59 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $42 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $180 | CurrentTaxYearAmt |
| Total | $587 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $358,998 | TotalSupportAmt |
| Public Support CY170 | 0.99840 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99810 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (20 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Expenses.1002 | Office Expenses $1126 |
| Other Expenses.1009 | Depreciation $5398 |
| Other Expenses.1 | CONTRACT LABOR $64581 |
| Other Expenses.2 | TRIPS $17294 |
| Other Expenses.3 | DINNERS $10590 |
| Other Expenses.4 | CLASSES $4140 |
| Other Expenses.5 | SPECIAL PROGRAMS $3986 |
| Other Expenses.6 | DANCES $2101 |
| Other Expenses.7 | CLEANING & MAINTENANCE $1681 |
| Other Expenses.8 | SERVICE COUNTER $1441 |
| Other Expenses.9 | INSURANCE $962 |
| Other Expenses.10 | TELEPHONE $959 |
| Other Expenses.11 | DUES & SUBSCRIPTIONS $631 |
| Other Expenses.12 | PROFESSIONAL $555 |
| Other Expenses.13 | MISCELLANEOUS $377 |
| Other Expenses.14 | CERAMICS $286 |
| Other Expenses.16 | BILLARDS $226 |
| Other Expenses.17 | BANK CHARGES $46 |
| Other Expenses.18 | LICENSES AND FEES $25 |
| Other Assets.1002 | Furniture and Fixtures - Beginning $16419 Furniture and Fixtures - Ending $13035 |
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