Nonprofit · EIN 41-1730552
MONTICELLO SENIOR CENTER
Tax-exempt · MONTICELLO, MN 55362
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $169,148 | $182,439 | -$13,291 | $134,506 | – | $134,506 |
| December 31, 2024 | 990 | $235,790 | $179,909 | $55,881 | $147,797 | $0 | $147,797 |
| December 31, 2023 | 990-EZ | $163,054 | $166,855 | -$3,801 | $91,916 | – | $91,916 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $81,113
- Membership dues
- $4,315
- Program service revenue
- $74,056
- Investment income
- $3,668
- Net income from fundraising events
- $5,996
Expenses
- Grants and similar amounts paid
- $1,320
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $775
- Printing, publications and postage
- $159
- Other expenses
- $180,185
- Program services (functional)
- $146,215
Balance sheet and other
- Total assets, start of year
- $147,797
- Total assets, end of year
- $134,506
- Total liabilities, end of year
- –
- Net assets, end of year
- $134,506
- Cash, savings and investments
- $127,604
- Gross receipts
- $171,602
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-EZ for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BERNIE HORNE | Chairman | 1 | $0 |
| BETZ BALDWIN | MEMBER | 1 | $0 |
| JACQUE GORDON | Secretary | 1 | $0 |
| MARGE ARNDT | TREASURER | 2 | $0 |
| GARY BIMSON | MEMBER | 1 | $0 |
| TED FARNAM | MEMBER | 1 | $0 |
| JERRY CROCKER | VICE-CHAIR | 1 | $0 |
| ALI HANSON | MEMBER | 1 | $0 |
| MICHELE HERTWIG | MEMBER | 1 | $0 |
| JAY-JAY TAUZELL | Director | 40 | $0 |
990 for the year ended December 31, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAUL KLEIN | Chairman Trustee or director, Officer | 1 | $0 |
| TED FARNAM | MEMBER Trustee or director | 1 | $0 |
| JACQUE GORDON | Secretary Trustee or director, Officer | 1 | $0 |
| MARGE ARNDT | TREASURER Trustee or director, Officer | 2 | $0 |
| MICHELE HERTWIG | MEMBER Trustee or director | 1 | $0 |
| JERRY CROCKER | MEMBER Trustee or director | 1 | $0 |
| LAURIE BARTLETT | VICE-CHAIR Trustee or director, Officer | 1 | $0 |
| BERNIE HORNE | MEMBER Trustee or director | 1 | $0 |
| KAREN HANSON | MEMBER Trustee or director | 1 | $0 |
| PAM LOIDOLT | Director Trustee or director, Officer | 40 | $0 |
990-EZ for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAUL KLEIN | Chairman | 1 | $0 |
| MARIAN FEATHER | MEMBER | 1 | $0 |
| JACQUE GORDON | Secretary | 1 | $0 |
| BERNICE NATHE | TREASURER | 2 | $0 |
| MICHELE HERTWIG | MEMBER | 1 | $0 |
| JERRY CROCKER | MEMBER | 1 | $0 |
| LAURIE BARTLETT | VICE-CHAIR | 1 | $0 |
| BERNIE HORNE | MEMBER | 1 | $0 |
| KAREN HANSON | MEMBER | 1 | $0 |
| PAM LOIDOLT | Director | 40 | $0 |
Address and contacts
- Address (IRS master file)
- 505 WALNUT ST STE 3, MONTICELLO, MN 55362-8822
- In care of
- % PAM LOIDOLT
- Signed the 990-EZ
- JAY-JAY TAUZELL, Director
- Phone
- (763) 295-2000
- Return prepared by
- MB Consultants PLLC
Mission
MULTI-PURPOSE FOCAL POINT FOR THE ELDERLY.
Program accomplishments
- 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.Expenses $146,215
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 41-1730552
- 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
- 1996
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P81Z)
- Assets (IRS master file)
- $134,506
- Income (IRS master file)
- $171,602
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $169,148 | $182,439 | $134,506 | IRS |
| 990 | December 2024 | $235,790 | $179,909 | $147,797 | IRS |
| 990-EZ | December 2023 | $163,054 | $166,855 | $91,916 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990-EZ | December 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 41-1730552).
Questions about MONTICELLO SENIOR CENTER
- What is the EIN of MONTICELLO SENIOR CENTER?
- The employer identification number (EIN) of MONTICELLO SENIOR CENTER is 41-1730552.
- Is MONTICELLO SENIOR CENTER tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to MONTICELLO SENIOR CENTER tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MONTICELLO SENIOR CENTER 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 SENIOR CENTER due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONTICELLO SENIOR CENTER last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who are the officers and directors of MONTICELLO SENIOR CENTER?
- The 990-EZ for the year ended December 31, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does MONTICELLO SENIOR CENTER have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $169,148, expenses of $182,439 and total assets of $134,506 at year end.
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