PHS Monticello Inc

Analysis

PHS Monticello Inc is a registered charity in United States, based in Roseville, MN. It received its IRS tax-exemption ruling in June 1995, 31 years ago. Its declared purposes cover housing and shelter, which this site groups under housing and shelter. The IRS classifies it as a publicly supported organisation (gross receipts test) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending September 2023, PHS Monticello Inc reported income of $847k and spending of $654k, leaving 23% of income unspent that year. Across the 5 years on record, from September 2019 to September 2023, income grew from $692k to $847k (+22%), an average of +5.2% a year. Over the whole period it spent 84% of the income it received.

Among 15,864 United States charities whose main cause is housing and shelter and that reported income, PHS Monticello Inc sits at the 69th percentile: it is larger than about 69% of them. Against every charity in United States with reported income it ranks in the 77th percentile, and in the 76th percentile within MN. Charities of a similar size with the same main cause include Luther Senior Center ($847k), Tierra Del Sol ($847k) and Simpson-Fletcher Conestoga Community Corporation ($846k).

On its Form 990 for the period ending September 2023, revenue came from contributions and grants 0.1% and program service revenue 96% of the total. Other salaries and wages came to $96k. At year end it held assets of $3.0m against liabilities of $2.4m, net assets of $535k.