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Nonprofit · EIN 54-0799964

MONTICELLO AREA COMMUNITY ACTION AGENCY INC

Tax-exempt · CHARLOTTESVLE, VA 22903

Financials

$3.5M$3.3M2021$4.6M$4.4M2022$3.3M$3.6M2023$1.1M$1.3M2024
Revenue Expenses · by fiscal year end
Financials of MONTICELLO AREA COMMUNITY ACTION AGENCY INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$1,144,211$1,299,356-$155,145$2,195,435$1,055,436$1,139,999
June 30, 2024990$3,339,889$3,613,782-$273,893$2,380,982$1,085,838$1,295,144
June 30, 2023990$4,563,789$4,416,750$147,039$2,792,960$1,223,923$1,569,037
June 30, 2022990$3,496,286$3,250,062$246,224$2,603,136$1,181,138$1,421,998
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$1,030,661
of which government grants
$793,558
Program service revenue
$0
Investment income
$766
Net rental income
$105,788
Other revenue
$112,784

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$383,931
Other salaries and wages
$371,436
Salaries, compensation and benefits (total)
$755,367
Professional fundraising fees
$0
Occupancy
$182,037
Travel
$45,076
Depreciation
$28,766
Program services (functional)
$824,837
Management and general (functional)
$432,244
Fundraising (functional)
$42,275

Balance sheet and other

Total assets, start of year
$2,380,982
Total assets, end of year
$2,195,435
Total liabilities, end of year
$1,055,436
Net assets, end of year
$1,139,999
Land, buildings and equipment
$1,983,388
Net assets without donor restrictions
$1,139,999
Gross unrelated business income
$6,325
Gross receipts
$1,182,775
Employees
71
Volunteers
4
Year formed
1965
State of legal domicile
VA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
SARAH HANKSEXECUTIVE DI
Officer
40$158,868
PHILLIP LOVEDIRECTOR OF
Officer
40$98,002
PATRICIA ANDERSONEXECUTIVE DI
Officer
40$66,109
JOHN EDWARDS JREXECUTIVE DI
Officer
40$60,952
SARAH SHALF JDBOARD CHAIR
Trustee or director, Officer
2$0
JUSTIN MALLORYDIRECTOR
Trustee or director
2$0
GARRETT SMITHDIRECTOR
Trustee or director
2$0
ANGELA CRITICSDIRECTOR
Trustee or director
2$0
ANN MISCHEDIRECTOR
Trustee or director
2$0
JOHNETTE BURDETTEDIRECTOR
Trustee or director
2$0
PRICE THOMASDIRECTOR
Trustee or director
2$0
JULIANA ARSALIDIRECTOR
Trustee or director
2$0
CHRISTOPHER BACADIRECTOR
Trustee or director
2$0
TEIRA E FARLEYDIRECTOR
Trustee or director
2$0
SAMANTHA WOODDIRECTOR
Trustee or director
2$0
3 more people on this return
NameTitleHours / weekCompensation
BARBARA HUTCHINSONDIRECTOR
Trustee or director
2$0
WHITNEY JOHNSON TALIAFERRODIRECTOR
Trustee or director, Officer
2$0
SUZANNE BOWERSEXECUTIVE DI
Officer
–$0
990 for the year ended June 30, 2024: 16 people
NameTitleHours / weekCompensation
SARAH HANKSEXECUTIVE DI
Officer
40$158,868
PHILLIP LOVEDIRECTOR OF
Officer
40$98,002
SARAH SHALF JDBOARD CHAIR
Trustee or director, Officer
2$0
JUSTIN MALLORYDIRECTOR
Trustee or director
2$0
GARRETT SMITHDIRECTOR
Trustee or director
2$0
ANGELA CRITICSDIRECTOR
Trustee or director
2$0
ANN MISCHEDIRECTOR
Trustee or director
2$0
JOHNETTE BURDETTEDIRECTOR
Trustee or director
2$0
PRICE THOMASDIRECTOR
Trustee or director
2$0
JULIANA ARSALIDIRECTOR
Trustee or director
2$0
CHRISTOPHER BACADIRECTOR
Trustee or director
2$0
TEIRA E FARLEYDIRECTOR
Trustee or director
2$0
SAMANTHA WOODDIRECTOR
Trustee or director
2$0
ERIN SABINADIRECTOR
Trustee or director
–$0
PATRICIA ANDERSONEXECUTIVE DI
Officer
–$0
JOHN EDWARDS JREXECUTIVE DI
Officer
40$0
990 for the year ended June 30, 2023: 14 people
NameTitleHours / weekCompensation
SARAH HANKSEXECUTIVE DI
Officer
40$146,311
MATT BENEFIELDDIRECTOR OF
Officer
40$53,192
PHILLIP LOVEDIRECTOR OF
Officer
40$20,096
SARAH SHALF JDBOARD CHAIR
Trustee or director, Officer
2$0
CHRIS SANDQUISTVICE CHAIR
Trustee or director, Officer
2$0
JUSTIN MALLORYTREASURER
Trustee or director, Officer
2$0
GARRETT SMITHSECRETARY
Trustee or director, Officer
2$0
ANGELA CRITICSDIRECTOR
Trustee or director
2$0
AUSTIN BAKERDIRECTOR
Trustee or director
2$0
JOHNETTE BURDETTEDIRECTOR
Trustee or director
2$0
JOSEPH BWISEZEDIRECTOR
Trustee or director
2$0
JULIANA ARSALIDIRECTOR
Trustee or director
2$0
MARLENE THOMPSONDIRECTOR
Trustee or director
2$0
SAMANTHA WOODDIRECTOR
Trustee or director
2$0
990 for the year ended June 30, 2022: 13 people
NameTitleHours / weekCompensation
SARAH HANKSEXECUTIVE DI
Officer
40$102,109
MATT BENEFIELDDIRECTOR OF
Officer
40$70,292
SARAH SHALF JDBOARD CHAIR
Trustee or director, Officer
2$0
JUSTIN MALLORYTREASURER
Trustee or director, Officer
2$0
GARRETT SMITHSECRETARY
Trustee or director, Officer
2$0
JULIANA ARSALIDIRECTOR
Trustee or director
2$0
JOHNETTE BURDETTEDIRECTOR
Trustee or director
2$0
ANGELA CRITICSDIRECTOR
Trustee or director
2$0
TIERA E FARLEYDIRECTOR
Trustee or director
2$0
ANN MISCHDIRECTOR
Trustee or director
2$0
ERIN SABRINADIRECTOR
Trustee or director
2$0
PRICE THOMASDIRECTOR
Trustee or director
2$0
SAMANTHA WOODDIRECTOR
Trustee or director
2$0

Address and contacts

Address (IRS master file)
1 MORTON DR STE 200, CHARLOTTESVLE, VA 22903-6806
In care of
% BETTY WHITTAKER
Principal officer (990 for 2024)
SUZANNE BOWERS, 1025 PARK STREET, CHARLOTTESVILLE, VA 22901
Signed the 990
SUZANNE BOWERS, EXECUTIVE DIRECTOR
Phone
(434) 295-3171
Return prepared by
ROBINSON FARMER COX ASSOCIATES

Mission

TO IMPROVE THE LIVES OF PEOPLE WITH LOW INCOME BY HELPING THEM BECOME SELF-RELIANT, THEREBY ENHANCING THE ECONOMIC VITALITY AND WELL-BEING OF OUR COMMUNITY.

990 for the year ended June 30, 2025

Program accomplishments

  • OUR EDUCATIONAL PROGRAMS CURRENTLY PROVIDES AFTER SCHOOL CARE FOR CHILDREN UNDER TWELVE YEARS OF AGE AT TWO ELEMENTARY SCHOOLS IN NELSON COUNTY. WE ARE IN THE PROCESS OF OPENING A LOW INCOME CHILD CARE CENTER IN THE SOUTHWOOD SUBDIVISION IN CHARLOTTESVILLE. THE CENTER WILL PROVIDE SERVICES FOR THREE AND FOUR YEAR OLDS FROM LOW INCOME AND AT-RISK FAMILIES. THE PROGRAM WILL UTILIZE THE MONTESSORI METHOD OF EDUCATION.
    Expenses $185,313
  • OFFICES IN FLUVANNA, LOUISA, AND NELSON COUNTIES PROVIDE EMERGENCY ASSISTANCE TO FAMILIES BY PROVIDING THEM WITH FOOD, CLOTHING, AND FINANCIAL RESOURCES TO COVER RENT OR UTILITY COSTS. EACH SITE DIRECTOR ASSESSES A CLIENT'S NEEDS AND LINKS THEM TO OTHER RESOURCES IN THE REGION TO HELP MEET THEIR LONG-TERM NEEDS.
    Expenses $357,792
  • HOUSING PROGRAMS THAT PROVIDE TRANSITIONAL HOUSING FOR HOMELESS FAMILIES WITH CHILDREN IN THEIR CUSTODY. FAMILIES MAY SPEND UP TO 24 MONTHS IN THE HOPE HOUSES. HOPE HOUSE PROVIDES AN OPPORTUNITY FOR FAMILIES TO ADDRESS ISSUES CONTRIBUTING TO POVERTY AND WORK TOWARDS ECONOMIC STABILITY AND INDEPENDENCE THROUGH EDUCATION, TRAINING, AND AN INTENSE CASE MANAGEMENT PROGRAM.
    Expenses $148,730
  • PROJECT DISCOVERY PROMOTES ACADEMIC ACHIEVEMENT AS A MEANS OF PROPELLING HIGH SCHOOL STUDENTS FROM LOW INCOME FAMILIES OUT OF POVERTY. THE PROGRAM SPECIFICALLY FOCUSES ON ENCOURAGING AND HELPING THESE STUDENTS PREPARE FOR AND PURSUE A COLLEGE EDUCATION. STUDENTS RECEIVE ASSISTANCE WITH COMPLETING COLLEGE APPLICATIONS, LOCATING FINANCIAL AID, PLANNING FOR THEIR CAREERS, AND PREPARING THEM TO EXCEL ACADEMICALLY AND SOCIALLY BEYOND HIGH SCHOOL.
    Expenses $133,002

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
54-0799964
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1966
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$2,195,435
Income (IRS master file)
$1,182,775

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$1,144,211$1,299,356$2,195,435XML
990-TJune 2025–––IRS
990June 2024$3,339,889$3,613,782$2,380,982IRS
990-TJune 2024–––IRS
990June 2023$4,563,789$4,416,750$2,792,960XML
990-TJune 2023–––IRS
990June 2022$3,496,286$3,250,062$2,603,136XML
990-TJune 2022–––IRS
990June 2021$3,550,371$3,550,942$2,449,660IRS
990-TJune 2021–––IRS
990June 2020–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 54-0799964).

Questions about MONTICELLO AREA COMMUNITY ACTION AGENCY INC

What is the EIN of MONTICELLO AREA COMMUNITY ACTION AGENCY INC?
The employer identification number (EIN) of MONTICELLO AREA COMMUNITY ACTION AGENCY INC is 54-0799964.
Is MONTICELLO AREA COMMUNITY ACTION AGENCY INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1966.
Are donations to MONTICELLO AREA COMMUNITY ACTION AGENCY INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does MONTICELLO AREA COMMUNITY ACTION AGENCY INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of MONTICELLO AREA COMMUNITY ACTION AGENCY INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MONTICELLO AREA COMMUNITY ACTION AGENCY INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of MONTICELLO AREA COMMUNITY ACTION AGENCY INC?
The 990 for the year ended June 30, 2025 names SUZANNE BOWERS.
Who are the officers and directors of MONTICELLO AREA COMMUNITY ACTION AGENCY INC?
The 990 for the year ended June 30, 2025 lists 18 people; 4 received compensation from the organization, the highest $158,868 (SARAH HANKS, EXECUTIVE DI).
How much revenue does MONTICELLO AREA COMMUNITY ACTION AGENCY INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $1,144,211, expenses of $1,299,356 and total assets of $2,195,435 at year end.

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