MONTICELLO SENIOR CENTER: Form 990EZ, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MONTICELLO SENIOR CENTER (EIN 41-1730552)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-03
- IRS object ID
- 201221249349200227
- Schema version
- 2011v1.2
- 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 | 2012-05-03T11:12:29-07:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mosford Barthel & Co PLC CPAs | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 305 Cedar Street Suite 201 | AddressLine1 |
| City | Monticello | City |
| State | MN | State |
| ZIP Code | 553628302 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411730552 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTICELLO SENIOR CENTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MONT | NameControl |
| Phone | 7632952000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 WALNUT ST SUITE 3 | AddressLine1 |
| City | MONTICELLO | City |
| State | MN | State |
| ZIP Code | 55362 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PAM LOIDOLT | Name |
| Title | Director | Title |
| Date Signed | 2012-05-03 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LEON BARTHEL CPA | Name |
| Phone | 7632954800 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 |
| Web Site | N/A | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 97399 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 62810 | ContributionsGiftsGrantsEtc |
| Program Service Revenue | 28365 | ProgramServiceRevenue |
| Investment Income | 206 | InvestmentIncome |
| Cost Other Basis And Sales Expenses | 0 | CostOtherBasisAndSalesExpenses |
| Fundraising Gross Income | 6018 | FundraisingGrossIncome |
| Special Events Direct Expenses | 2132 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | 3886 | SpecialEventsNetIncomeLoss |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
| Total Revenue | 95267 | TotalRevenue |
| Printing Publications Postage | 348 | PrintingPublicationsPostage |
| Other Expenses Total | 99735 | OtherExpensesTotal |
| Total Expenses | 100083 | TotalExpenses |
| Excess Or Deficit For Year | -4816 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 34445 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 29629 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part II | X | InfoInScheduleOPartII |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28288 | BOY |
| EOY | 25569 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6157 | BOY |
| EOY | 4060 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34445 | BOY |
| EOY | 29629 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34445 | BOY |
| EOY | 29629 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | MULTI-PURPOSE FOCAL POINT FOR THE ELDERLY. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Service 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 2011, 2,102 INDIVIDUAL OLDER ADULTS PARICIPATED IN MONTICELLO SENIOR CITIZENS CENTER ACTIVITIES OR SERVICES 17,334 TIMES. VOLUNTEERS DONATED 7,511 HOURS OF THEIR TIME TO THE SENIOR CENTER IN 2011.MONTICELLO SENIOR CENTER STAFF AND VOLUNTEERS MADE 4,790 SERVICE REFERRALS IN 2011. | DescriptionProgramServiceAccom |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (10 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| PAM LOIDOLT | ||||||
| 505 WALNUT ST SUITE 3 | MONTICELLO | MN | 55362 | Director | 40.00 | 0 |
| TERRI SWEET | ||||||
| 505 WALNUT ST SUITE 3 | MONTICELLO | MN | 55362 | MEMBER | 1.00 | 0 |
| PAUL STERBUCK | ||||||
| 505 WALNUT ST SUITE 3 | MONTICELLO | MN | 55362 | MEMBER | 1.00 | 0 |
| HARVEY KENDALL | ||||||
| 505 WALNUT ST SUITE 3 | MONTICELLO | MN | 55362 | MEMBER | 1.00 | 0 |
| MARLO SAMUELSON | ||||||
| 505 WALNUT ST SUITE 3 | MONTICELLO | MN | 55362 | MEMBER | 1.00 | 0 |
| CINDY SHORE | ||||||
| 505 WALNUT ST SUITE 3 | MONTICELLO | MN | 55362 | Member | 1.00 | 0 |
| DON LEE | ||||||
| 505 WALNUT ST SUITE 3 | MONTICELLO | MN | 55362 | Treasurer | 2.00 | 0 |
| IDELLA ZIEGLER | ||||||
| 505 WALNUT ST SUITE 3 | MONTICELLO | MN | 55362 | Secretary | 1.00 | 0 |
| JIM DICKRELL | ||||||
| 505 WALNUT ST SUITE 3 | MONTICELLO | MN | 55362 | VICE CHAIRMAN | 1.00 | 0 |
| JERRIE AHRENS | ||||||
| 505 WALNUT ST SUITE 3 | MONTICELLO | MN | 55362 | Chairman | 1.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | false | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | false | OrganizationHadUBI |
| Organization Filed990 T | false | OrganizationFiled990T |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Organization Dissolved Etc | false | OrganizationDissolvedEtc |
| Did Org File Form1120 POL This Year | false | DidOrgFileForm1120POLThisYear |
| Made Loans To From Officers | false | MadeLoansToFromOfficers |
| Initiation Fees And Capital Contri | 0 | InitiationFeesAndCapitalContri |
| Gross Receipts For Public Use | 0 | GrossReceiptsForPublicUse |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTrans |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | PAM LOIDOLT | NamePerson |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 WALNUT ST SUITE 3 | AddressLine1 |
| City | MONTICELLO | City |
| State | MN | State |
| ZIP Code | 55362 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7632952000 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccount |
| Foreign Office | false | ForeignOffice |
| Maintain Any Donor Advised Funds | false | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | false | DoesOrgHaveHospital |
| Tanning Services Provided | false | TanningServicesProvided |
| Form720 Filed | false | Form720Filed |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction With Control Entity | false | TransactionWithControlEntity |
| Engage Political Cmpgn Activities | false | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | false | EngageInLobbyingActivities |
| Operating School | false | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | false | TrnsfrsExemptNonCharRelatedOrg |
| Related Org Section527 Org | false | RelatedOrgSection527Org |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | true | FiledScheduleA |
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 | 72222 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 65343 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 63796 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 64664 | CurrentTaxYearMinus1Year |
| Current Tax Year | 62810 | CurrentTaxYear |
| Total | 328835 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 72222 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 65343 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 63796 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 64664 | CurrentTaxYearMinus1Year |
| Current Tax Year | 62810 | CurrentTaxYear |
| Total | 328835 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 0 | AmountsSubstContributorsTotal |
| Public Support Total170 | 328835 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 722 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 557 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 729 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 261 | CurrentTaxYearMinus1Year |
| Current Tax Year | 206 | CurrentTaxYear |
| Total | 2475 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 331310 | TotalSupport |
| Public Support Pertcentage170 | 0.99250 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.99200 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (21 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990-EZ, Part II, Line 24.1002 | Other Assets.1002 | Furniture and Fixtures - Beginning $6157 Furniture and Fixtures - Ending $4060 |
| Form 990-EZ, Part I, Line 16.19 | Other Expenses.19 | BANK CHARGES $6 |
| Form 990-EZ, Part I, Line 16.18 | Other Expenses.18 | LICENSES AND FEES $25 |
| Form 990-EZ, Part I, Line 16.17 | Other Expenses.17 | DINNERS $249 |
| Form 990-EZ, Part I, Line 16.15 | Other Expenses.15 | DUES & SUBSCRIPTIONS $473 |
| Form 990-EZ, Part I, Line 16.14 | Other Expenses.14 | TELEPHONE $602 |
| Form 990-EZ, Part I, Line 16.13 | Other Expenses.13 | PROFESSIONAL $605 |
| Form 990-EZ, Part I, Line 16.12 | Other Expenses.12 | CERAMICS $636 |
| Form 990-EZ, Part I, Line 16.11 | Other Expenses.11 | INSURANCE $765 |
| Form 990-EZ, Part I, Line 16.10 | Other Expenses.10 | MISCELLANEOUS $1059 |
| Form 990-EZ, Part I, Line 16.9 | Other Expenses.9 | SENIOR DINING $1436 |
| Form 990-EZ, Part I, Line 16.8 | Other Expenses.8 | BILLARDS $1466 |
| Form 990-EZ, Part I, Line 16.7 | Other Expenses.7 | CLEANING & MAINTENANCE $1552 |
| Form 990-EZ, Part I, Line 16.6 | Other Expenses.6 | SERVICE COUNTER $1825 |
| Form 990-EZ, Part I, Line 16.5 | Other Expenses.5 | DANCES $2721 |
| Form 990-EZ, Part I, Line 16.4 | Other Expenses.4 | SPECIAL PROGRAMS $3422 |
| Form 990-EZ, Part I, Line 16.3 | Other Expenses.3 | CLASSES $3680 |
| Form 990-EZ, Part I, Line 16.2 | Other Expenses.2 | TRIPS $14823 |
| Form 990-EZ, Part I, Line 16.1 | Other Expenses.1 | CONTRACT LABOR $61263 |
| Form 990-EZ, Part I, Line 16.1009 | Other Expenses.1009 | Depreciation $2097 |
| Form 990-EZ, Part I, Line 16.1002 | Other Expenses.1002 | Office Expenses $1030 |
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