Monticello Senior Center
Nonprofit profile at a glance
- EIN
- 411730552
- IRS 990-EZ coverage
- 2010–2025
- Forms available
- Form 990 2024, Form 990-EZ 2025
- Location
- Monticello, MN, USA
- Phone
- 7632952000
- Rating
- 82
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Senior Centers
Reported finances
- Revenue
- $169,148
- Expenses
- $182,439
- Assets
- $134,506
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
10 people listed
People named in this filing
- BERNIE HORNE (Chairman)
- BETZ BALDWIN (MEMBER)
- JACQUE GORDON (Secretary)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Multi-purpose focal point for the elderly.
What it reported doing in 2025
The monticello senior 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 a.m. To 4 p.m.in 2025, 5,319 individual older adults participated in monticello senior citizens center activities or services 29,888 times.volunteers donated 8,792 hours of their time to the senior center in 2025.monticello senior citizens center staff and volunteers made 3,725 service referrals in 2025.
Operating model
- Revenue model
- Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
- Distribution model
- Direct operator. The filing allocates 99% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 84
- Transparency & Controls: 85
- Sustainability: 29
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 86.4%; rating input score 86
- Program expense ratio: 80.1%; rating input score 80
Transparency & Controls
- Consistency checks: 81.8%; rating input score 82; 0th percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: -7.9%; rating input score 16; 16th percentile among comparable filings
- Total-asset coverage ratio: 0.74; rating input score 49; 49th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: 3.7% per year; rating input score 100; 41st percentile among comparable filings
- Revenue growth: 4% per year; rating input score 100; 39th percentile among comparable filings
- Asset growth: 9% per year; rating input score 100; 56th percentile among comparable filings
Details
- Where the money goes: 86.4% of revenue deployed · 80.1% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $146K in reported program spending
- Leadership: top reported pay $0 · 10 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 3 filed schedules
- Filing history: 15 filing years from 2010 to 2025
- Contacts: How to reach this organization
- Money network: Resolved incoming and outgoing counterparties from filed money flows.
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Sustainability: Operating margin scored 16/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 49/100.