Nonprofit · EIN 20-4420636
MONTICELLO HOMES FOR ELDERLY INC
Tax-exempt · MORRISTOWN, TN 37816
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990 | $90,141 | $133,003 | -$42,862 | $1,004,964 | $1,525,870 | -$520,906 |
| March 31, 2025 | 990 | $79,175 | $133,936 | -$54,761 | $1,044,199 | $1,522,243 | -$478,044 |
| March 31, 2024 | 990 | $75,279 | $130,530 | -$55,251 | $1,092,729 | $1,516,012 | -$423,283 |
Financial details: 990 for the year ended March 31, 2026
Revenue
- Contributions, gifts and grants
- $21,917
- of which government grants
- $21,917
- Program service revenue
- $65,388
- Investment income
- $2,836
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $3,525
- Depreciation
- $43,462
- Program services (functional)
- $133,003
Balance sheet and other
- Total assets, start of year
- $1,044,199
- Total assets, end of year
- $1,004,964
- Total liabilities, end of year
- $1,525,870
- Net assets, end of year
- -$520,906
- Land, buildings and equipment
- $821,008
- Net assets without donor restrictions
- -$520,906
- Gross receipts
- $90,141
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2006
- State of legal domicile
- TN
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 March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KAY HALE | PRESIDENT Trustee or director, Officer | 0.1 | $0 |
| JOE BENTHAL | DIRECTOR Trustee or director | 0.1 | $0 |
| LANE WOLFENBARGER | DIRECTOR Trustee or director | 0.1 | $0 |
| JACK YATES | VICE-PRESIDENT Trustee or director, Officer | 0.1 | $0 |
| BILL MITRIK | SECRETARY Trustee or director, Officer | 0.1 | $0 |
| MICHAEL COLLINS | DIRECTOR Trustee or director | 0.1 | $0 |
| MEGAN BARNARD | DIRECTOR Trustee or director | 0.1 | $0 |
| WILL SLIGER | DIRECTOR Trustee or director | 0.1 | $0 |
| RENE TABOR | DIRECTOR Trustee or director | 0.1 | $0 |
| MISTY CAMERON | DIRECTOR Trustee or director | 0.1 | $0 |
| WAYNE HELTON | DIRECTOR Trustee or director | 0.1 | $0 |
990 for the year ended March 31, 2025: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KAY HALE | PRESIDENT Trustee or director, Officer | 0.1 | $0 |
| JOE BENTHAL | DIRECTOR Trustee or director | 0.1 | $0 |
| LANE WOLFENBARGER | DIRECTOR Trustee or director | 0.1 | $0 |
| JACK YATES | VICE-PRESIDENT Trustee or director, Officer | 0.1 | $0 |
| BILL MITRIK | SECRETARY Trustee or director, Officer | 0.1 | $0 |
| MICHAEL COLLINS | DIRECTOR Trustee or director | 0.1 | $0 |
| MEGAN BARNARD | DIRECTOR Trustee or director | 0.1 | $0 |
| WILL SLIGER | DIRECTOR Trustee or director | 0.1 | $0 |
| RENE TABOR | DIRECTOR Trustee or director | 0.1 | $0 |
| MISTY CAMERON | DIRECTOR Trustee or director | 0.1 | $0 |
990 for the year ended March 31, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KAY HALE | PRESIDENT Trustee or director, Officer | 0.1 | $0 |
| JOE BENTHAL | DIRECTOR Trustee or director | 0.1 | $0 |
| LANE WOLFENBARGER | DIRECTOR Trustee or director | 0.1 | $0 |
| JACK YATES | VICE-PRESIDENT Trustee or director, Officer | 0.1 | $0 |
| BARBARA MASON | DIRECTOR Trustee or director | 0.1 | $0 |
| BILL MITRIK | SECRETARY Trustee or director, Officer | 0.1 | $0 |
| MICHAEL COLLINS | DIRECTOR Trustee or director | 0.1 | $0 |
| MEGAN BARNARD | DIRECTOR Trustee or director | 0.1 | $0 |
| WILL SLIGER | DIRECTOR Trustee or director | 0.1 | $0 |
| RENE TABOR | DIRECTOR Trustee or director | 0.1 | $0 |
| MISTY CAMERON | DIRECTOR Trustee or director | 0.1 | $0 |
| SUSAN LUKER | EXECUTIVE VICE PRESIDENT Officer | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1218, MORRISTOWN, TN 37816-1218
- Principal officer (990 for 2025)
- KAY HALE, PO BOX 1218, MORRISTOWN, TN 378161218
- Signed the 990
- KAY HALE, PRESIDENT
- Phone
- (423) 586-1494
- Return prepared by
- PURKEY CARTER COMPTON SWANN & CARTER
Mission
TO PROVIDE HOUSING FOR LOW-INCOME ELDERLY OR HANDICAPPED TENANTS UNDER SECTION 202 OF THE NATIONAL HOUSING ACT.
Program accomplishments
- PROVIDED HOUSING FOR LOW-INCOME ELDERLY OR HANDICAPPED TENANTS UNDER SECTION 202 OF THE NATIONAL HOUSING ACT; REGULATED BY HUD AS TO RENT CHARGES AND OPERATING METHODS. 15 RENTAL UNITS IN COMPLEX.Expenses $133,003 · revenue $65,388
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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990 on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 20-4420636
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2007
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L22)
- Assets (IRS master file)
- $1,004,964
- Income (IRS master file)
- $90,141
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2026 | $90,141 | $133,003 | $1,004,964 | XML |
| 990 | March 2025 | $79,175 | $133,936 | $1,044,199 | XML |
| 990 | March 2024 | $75,279 | $130,530 | $1,092,729 | XML |
| 990 | March 2023 | $77,184 | $112,639 | $1,181,479 | IRS |
| 990 | March 2022 | – | – | – | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | 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 20-4420636).
Questions about MONTICELLO HOMES FOR ELDERLY INC
- What is the EIN of MONTICELLO HOMES FOR ELDERLY INC?
- The employer identification number (EIN) of MONTICELLO HOMES FOR ELDERLY INC is 20-4420636.
- Is MONTICELLO HOMES FOR ELDERLY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to MONTICELLO HOMES FOR ELDERLY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MONTICELLO HOMES FOR ELDERLY 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 HOMES FOR ELDERLY INC due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONTICELLO HOMES FOR ELDERLY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2026.
- Who is the principal officer of MONTICELLO HOMES FOR ELDERLY INC?
- The 990 for the year ended March 31, 2026 names KAY HALE.
- Who are the officers and directors of MONTICELLO HOMES FOR ELDERLY INC?
- The 990 for the year ended March 31, 2026 lists 11 people; 0 received compensation from the organization.
- How much revenue does MONTICELLO HOMES FOR ELDERLY INC have?
- On its 990 for the year ended March 31, 2026 it reported revenue of $90,141, expenses of $133,003 and total assets of $1,004,964 at year end.
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All nonprofits in MORRISTOWN · Tennessee · Housing and shelter