Monticello Foundation Inc

Analysis

Monticello Foundation Inc is a registered charity in United States, based in Monticello, WI. It received its IRS tax-exemption ruling in June 1995, 31 years ago. Its declared purposes cover education, which this site groups under education and training. The IRS classifies it as a publicly supported organisation (donations from the general public) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending June 2023, Monticello Foundation Inc reported income of $97k and spending of $60k, leaving 38% of income unspent that year. Across the 5 years on record, from June 2019 to June 2023, income fell from $225k to $97k (-57%), an average of -19% a year. The sharpest change came in the year to June 2020, when income dropped by 70%. Over the whole period it spent 47% of the income it received.

Among 66,972 United States charities whose main cause is education and training and that reported income, Monticello Foundation Inc sits at the 39th percentile: it is larger than about 38% of them. Against every charity in United States with reported income it ranks in the 36th percentile, and in the 35th percentile within WI. Charities of a similar size with the same main cause include Hope Valley Conservancy Inc ($97k), Placer Union High School District Educational Foundation ($97k) and Friends of Inspirenola ($97k).

On its Form 990 for the period ending June 2023, revenue came from contributions and grants 23% of the total. At year end it held assets of $1.2m against liabilities of $54k, net assets of $1.2m.