Monticello Foundation Inc
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2021 | 96,624 | 54,501 | 42,123 | 229.7 | 0% |
| 2022 | 138,960 | 56,494 | 82,466 | 239.1 | 0% |
| 2023 | 97,060 | 60,413 | 36,647 | 230.9 | 0% |
In its most recent public year (2023), this organization brought in $36,647 more than it spent. Its reserves stood at about 230.9 months of spending, up from 229.7 in 2021. Staff pay was 0% of spending.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
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