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Nonprofit · EIN 54-6052818

MONTICELLO ASSOCIATION

Tax-exempt · RICHMOND, VA 23238

Financials

$110K$45K2023$141K$34K2024
Revenue Expenses · by fiscal year end
Financials of MONTICELLO ASSOCIATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$140,650$33,716$106,934$1,963,974$0$1,963,974
December 31, 2023990$109,816$45,291$64,525$1,862,864$0$1,862,864
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$58,857
Program service revenue
$0
Investment income
$81,793
Net gain from sales of assets
$55,211
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$85
Accounting fees
$2,845
Program services (functional)
$22,076
Management and general (functional)
$11,640

Balance sheet and other

Total assets, start of year
$1,862,864
Total assets, end of year
$1,963,974
Total liabilities, end of year
$0
Net assets, end of year
$1,963,974
Land, buildings and equipment
$728,788
Publicly traded securities
$989,634
Gross receipts
$140,650
Employees
0
Year formed
1913
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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
John EppesPresident
Trustee or director, Officer
2$0
Lucy O'ShieldsVice President
Trustee or director, Officer
2$0
Margaret WilsonSecretary
Trustee or director, Officer
2$0
Brittney Nicole KeanTreasurer
Trustee or director, Officer
2$0
990 for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
Thom RandolphPresident
Trustee or director, Officer
2$0
John EppesVice President
Trustee or director, Officer
2$0
Margaret WilsonSecretary
Trustee or director, Officer
2$0
Brittney Nicole KeanTreasurer
Trustee or director, Officer
2$0

Address and contacts

Address (IRS master file)
2006 RIDGE STONE CT, RICHMOND, VA 23238-3269
Signed the 990
Brittney Kean, Treasurer
Phone
(225) 892-2856
Return prepared by
Couch & Associates

Mission

The Organization's purpose is to preserve and care for the graves and grounds of the Monticello Graveyard.

990 for the year ended December 31, 2024

Program accomplishments

  • The Monticello Association continued its exempt purpose by preserving the graves and grounds of the Monticello Graveyard using funds from gifts, memberships dues and income from assets owned by the Association.

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
54-6052818
Tax-exempt status
501(c)(13): Cemetery company
Donations deductible (Pub 78)
Organization other than a public charity or private foundation
Exempt since
1945
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,963,974
Income (IRS master file)
$140,650

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$140,650$33,716$1,963,974IRS
990December 2023$109,816$45,291$1,862,864XML
990December 2022$1,526$43,723$1,774,333IRS
990December 2021$64,803$32,394$1,995,943IRS
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 54-6052818).

Questions about MONTICELLO ASSOCIATION

What is the EIN of MONTICELLO ASSOCIATION?
The employer identification number (EIN) of MONTICELLO ASSOCIATION is 54-6052818.
Is MONTICELLO ASSOCIATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(13) since 1945.
Are donations to MONTICELLO ASSOCIATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Organization other than a public charity or private foundation).
Which annual return does MONTICELLO 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 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 ASSOCIATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who are the officers and directors of MONTICELLO ASSOCIATION?
The 990 for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does MONTICELLO ASSOCIATION have?
On its 990 for the year ended December 31, 2024 it reported revenue of $140,650, expenses of $33,716 and total assets of $1,963,974 at year end.

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