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Nonprofit · EIN 75-2372391

MONTICELLO HOMEOWNERS ASSOCIATION

Tax-exempt · COLLEYVILLE, TX 76034

Financials

$291K$296K2023$324K$325K2024
Revenue Expenses · by fiscal year end
Financials of MONTICELLO HOMEOWNERS ASSOCIATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$324,162$324,793-$631$1,413,479$13,603$1,399,876
December 31, 2023990$290,758$296,135-$5,377$1,421,866$21,359$1,400,507
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$290,611
Investment income
$30,243
Other revenue
$3,308

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$1,000
Accounting fees
$5,028
Depreciation
$94,119
Program services (functional)
$303,493
Management and general (functional)
$21,300

Balance sheet and other

Total assets, start of year
$1,421,866
Total assets, end of year
$1,413,479
Total liabilities, end of year
$13,603
Net assets, end of year
$1,399,876
Land, buildings and equipment
$626,792
Gross receipts
$324,162
Employees
0
Year formed
1999
State of legal domicile
TX

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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
TED BEAMANV/P - DIRECT
Trustee or director
–$0
ROGER DAVISDIRECTOR
Trustee or director
–$0
JEFF KAVANAUGHDIRECTOR
Trustee or director
–$0
MIKE MILLERTREASURER
Trustee or director, Officer
–$0
CURTIS MORATZPRESIDENT
Trustee or director, Officer
–$0
PAUL NOURIDIRECTOR
Trustee or director
–$0
JEFF WARDDIRECTOR
Trustee or director
–$0
990 for the year ended December 31, 2023: 10 people
NameTitleHours / weekCompensation
TED BEAMANDIRECTOR
Trustee or director
–$0
TIM BOESDIRECTOR
Trustee or director
–$0
ROGER DAVISDIRECTOR
Trustee or director
–$0
RITU GAIROLOA KHANDURIDIRECTOR
Trustee or director
–$0
MIKE MILLERTREASURER
Trustee or director, Officer
–$0
CURT MORATZDIRECTOR
Trustee or director
–$0
PAUL NOURIDIRECTOR
Trustee or director
–$0
JENINA ROBERTSDIRECTOR
Trustee or director
–$0
GORDON WALSHPRESIDENT
Trustee or director, Officer
–$0
JEFF WARDDIRECTOR
Trustee or director
–$0

Address and contacts

Address (IRS master file)
PO BOX 254, COLLEYVILLE, TX 76034-0254
Principal officer (990 for 2024)
CURTIS MORATZ
Signed the 990
MIKE MILLER, TREASURER
Phone
(817) 320-4209
Return prepared by
PINEIDER FORD & ASSOCIATES PLLC

Mission

MAINTAIN COMMUNITY COMMON AREAS

990 for the year ended December 31, 2024

Program accomplishments

  • OPERATION AND MAINTENANCE OF COMMUNITY PARKLANDS, FACILITIES, TRAILS AND OPEN SPACES BY PROVIDING LIGHTING, MOWING, LANDSCAPING AND IRRIGATION SERVICES.
    Expenses $252,934
  • PROVIDE OTHER MANAGEMENT AND ADMINISTRATIVE FUNCTIONS.
    Expenses $50,559

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
75-2372391
Tax-exempt status
501(c)(4): Social welfare organization
Donations deductible
No
Exempt since
1999
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,413,479
Income (IRS master file)
$324,162

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$324,162$324,793$1,413,479IRS
990December 2023$290,758$296,135$1,421,866XML
990December 2022$255,777$274,111$1,419,040IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 75-2372391).

Questions about MONTICELLO HOMEOWNERS ASSOCIATION

What is the EIN of MONTICELLO HOMEOWNERS ASSOCIATION?
The employer identification number (EIN) of MONTICELLO HOMEOWNERS ASSOCIATION is 75-2372391.
Is MONTICELLO HOMEOWNERS ASSOCIATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 1999.
Are donations to MONTICELLO HOMEOWNERS ASSOCIATION tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does MONTICELLO HOMEOWNERS ASSOCIATION 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 HOMEOWNERS ASSOCIATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MONTICELLO HOMEOWNERS ASSOCIATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of MONTICELLO HOMEOWNERS ASSOCIATION?
The 990 for the year ended December 31, 2024 names CURTIS MORATZ.
Who are the officers and directors of MONTICELLO HOMEOWNERS ASSOCIATION?
The 990 for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
How much revenue does MONTICELLO HOMEOWNERS ASSOCIATION have?
On its 990 for the year ended December 31, 2024 it reported revenue of $324,162, expenses of $324,793 and total assets of $1,413,479 at year end.

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