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Monticello Homes For Elderly Inc

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Housing, Shelter / Senior Citizens' Housing/Retirement Communities (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$79.2k (2025)

Expenses
$134k (2025)

Total Assets
$1.04M (2025)

Total Liabilities
$1.52M (2025)

Source: Form 990 tax filings from 2012 to 2025

Tax Filings and Audits by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Audits are required to be submitted by nonprofit organizations that spend $750,000 or more in federal grant money in a fiscal year. "Single audits" look at the entire organization's finances and compliance, while other audits are program specific. Nonprofit Explorer has PDFs of audits for some nonprofits for fiscal year 2015 and later. Audit data is from the Federal Audit Clearinghouse.

Fiscal Year Ending March
2025

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$79,175
Expenses
$133,936
Net Income
-$54,761
Net Assets
-$478,044
Notable Sources of Revenue Percent of Total Revenue
Contributions $15,194
19.2%
Program Services $63,288
79.9%
Investment Income $693
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,044,199
Total Liabilities $1,522,243
Net Assets -$478,044
Compensation
Key Employees and Officers Compensation Related Other
Kay Hale (President) $0 $0 $0
Joe Benthal (Director) $0 $0 $0
Lane Wolfenbarger (Director) $0 $0 $0
Jack Yates (Vice President) $0 $0 $0
Bill Mitrik (Secretary) $0 $0 $0
Michael Collins (Director) $0 $0 $0
Megan Barnard (Director) $0 $0 $0
Will Sliger (Director) $0 $0 $0
Rene Tabor (Director) $0 $0 $0
Misty Cameron (Director) $0 $0 $0

Document Links

Fiscal Year Ending March
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$75,279
Expenses
$130,530
Net Income
-$55,251
Net Assets
-$423,283
Notable Sources of Revenue Percent of Total Revenue
Contributions $18,470
24.5%
Program Services $56,789
75.4%
Investment Income $20
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,092,729
Total Liabilities $1,516,012
Net Assets -$423,283
Compensation
Key Employees and Officers Compensation Related Other
Kay Hale (President) $0 $0 $0
Joe Benthal (Director) $0 $0 $0
Lane Wolfenbarger (Director) $0 $0 $0
Jack Yates (Vice President) $0 $0 $0
Barbara Mason (Director) $0 $0 $0
Bill Mitrik (Secretary) $0 $0 $0
Michael Collins (Director) $0 $0 $0
Megan Barnard (Director) $0 $0 $0
Will Sliger (Director) $0 $0 $0
Rene Tabor (Director) $0 $0 $0
Misty Cameron (Director) $0 $0 $0
Susan Luker (Executive Vice President) $0 $0 $0

Document Links

Fiscal Year Ending March
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$77,184
Expenses
$112,639
Net Income
-$35,455
Net Assets
-$368,031
Notable Sources of Revenue Percent of Total Revenue
Contributions $26,719
34.6%
Program Services $50,441
65.4%
Investment Income $24
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,181,479
Total Liabilities $1,549,510
Net Assets -$368,031
Compensation
Key Employees and Officers Compensation Related Other
Kay Hale (President) $0 $0 $0
Joe Benthal (Director) $0 $0 $0
Barbara Raper (Director) $0 $0 $0
Lane Wolfenbarger (Director) $0 $0 $0
Chris Horn (Director) $0 $0 $0
Jack Yates (Vice President) $0 $0 $0
Barbara Mason (Director) $0 $0 $0
Bill Mitrik (Secretary) $0 $0 $0
Michael Collins (Director) $0 $0 $0
Megan Barnard (Director) $0 $0 $0
Will Sliger (Director) $0 $0 $0
Susan Luker (Executive Vice President) $0 $0 $0

Document Links

Fiscal Year Ending March
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$77,587
Expenses
$106,517
Net Income
-$28,930
Net Assets
-$332,575
Notable Sources of Revenue Percent of Total Revenue
Contributions $28,618
36.9%
Program Services $48,943
63.1%
Investment Income $26
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,177,602
Total Liabilities $1,510,177
Net Assets -$332,575
Compensation
Key Employees and Officers Compensation Related Other
Kay Hale (President) $0 $0 $0
Joe Benthal (Director) $0 $0 $0
Barbara Raper (Director) $0 $0 $0
Lane Wolfenbarger (Director) $0 $0 $0
Chris Horne (Director) $0 $0 $0
Jack Yates (Vice President) $0 $0 $0
Barbara Mason (Director) $0 $0 $0
Stanley Wilder (Secretary) $0 $0 $0
Michael Collins (Director) $0 $0 $0
Megan Barnard (Director) $0 $0 $0
Kathy Boatman (Director) $0 $0 $0
Susan Luker (Executive Vice President) $0 $0 $0

Document Links

Fiscal Year Ending March
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$76,683
Expenses
$103,607
Net Income
-$26,924
Net Assets
-$303,497
Notable Sources of Revenue Percent of Total Revenue
Contributions $27,816
36.3%
Program Services $48,842
63.7%
Investment Income $25
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,211,566
Total Liabilities $1,515,063
Net Assets -$303,497
Compensation
Key Employees and Officers Compensation Related Other
Kay Hale (Director) $0 $0 $0
Joe Benthal (Director) $0 $0 $0
Barbara Raper (Director) $0 $0 $0
Lane Wolfenbarger (Director) $0 $0 $0
Chris Horne (Director) $0 $0 $0
Jack Yates (Vice President) $0 $0 $0
Susan Luker (President) $0 $0 $0
Barbara Mason (Director) $0 $0 $0
Stanley Wilder (Secretary) $0 $0 $0
Michael Collins (Director) $0 $0 $0
Bill Mitrik (Director) $0 $0 $0
Kathy Boatman (Executive Vice President) $0 $0 $0

Document Links

Fiscal Year Ending March
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$69,322
Expenses
$97,269
Net Income
-$27,947
Net Assets
-$276,573
Notable Sources of Revenue Percent of Total Revenue
Contributions $26,245
37.9%
Program Services $43,051
62.1%
Investment Income $26
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,236,574
Total Liabilities $1,513,147
Net Assets -$276,573
Compensation
Key Employees and Officers Compensation Related Other
Kay Hale (Director) $0 $0 $0
Joe Benthal (Director) $0 $0 $0
Barbara Raper (Director) $0 $0 $0
Lane Wolfenbarger (Director) $0 $0 $0
Chris Horne (Director) $0 $0 $0
Jack Yates (Vice President) $0 $0 $0
Susan Luker (President) $0 $0 $0
Barbara Mason (Director) $0 $0 $0
Stanley Wilder (Secretary) $0 $0 $0
Michael Collins (Director) $0 $0 $0
Bill Mitrik (Director) $0 $0 $0
Kathy Boatman (Executive Vice President) $0 $0 $0

Document Links

Fiscal Year Ending March
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$73,151
Expenses
$101,681
Net Income
-$28,530
Net Assets
-$248,625
Notable Sources of Revenue Percent of Total Revenue
Contributions $28,651
39.2%
Program Services $44,474
60.8%
Investment Income $26
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,264,392
Total Liabilities $1,513,017
Net Assets -$248,625
Compensation
Key Employees and Officers Compensation Related Other
Kay Hale (Director) $0 $0 $0
Joe Benthal (Director) $0 $0 $0
Barbara Raper (Director) $0 $0 $0
Lane Wolfenbarger (Director) $0 $0 $0
Chris Horne (Director) $0 $0 $0
Jack Yates (Vice President) $0 $0 $0
Susan Luker (President) $0 $0 $0
Barbara Mason (Director) $0 $0 $0
Stanley Wilder (Secretary) $0 $0 $0
Michael Collins (Director) $0 $0 $0
Kim Loveday (Director) $0 $0 $0
Kathy Boatman (Executive Vice President) $0 $0 $0

Document Links

Fiscal Year Ending March
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$69,735
Expenses
$93,473
Net Income
-$23,738
Net Assets
-$220,094
Notable Sources of Revenue Percent of Total Revenue
Contributions $26,923
38.6%
Program Services $42,786
61.4%
Investment Income $26
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,289,339
Total Liabilities $1,509,433
Net Assets -$220,094
Compensation
Key Employees and Officers Compensation Related Other
Kay Hale (Director) $0 $0 $0
Joe Benthal (Director) $0 $0 $0
Barbara Raper (Director) $0 $0 $0
Lane Wolfenbarger (Director) $0 $0 $0
Chris Horne (Director) $0 $0 $0
Jack Yates (Vice President) $0 $0 $0
Susan Luker (President) $0 $0 $0
Barbara Mason (Director) $0 $0 $0
Stanley Wilder (Secretary) $0 $0 $0
Michael Collins (Director) $0 $0 $0
Kim Loveday (Director) $0 $0 $0
Kathy Boatman (Executive Vice President) $0 $0 $0

Document Links

Fiscal Year Ending March
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$64,079
Expenses
$96,295
Net Income
-$32,216
Net Assets
-$196,356
Notable Sources of Revenue Percent of Total Revenue
Contributions $22,140
34.6%
Program Services $41,913
65.4%
Investment Income $26
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,314,971
Total Liabilities $1,511,327
Net Assets -$196,356
Compensation
Key Employees and Officers Compensation Related Other
Geneva Myers (Director) $0 $0 $0
Joe Benthal (Director) $0 $0 $0
Barbara Raper (Director) $0 $0 $0
Lane Wolfenbarger (Director) $0 $0 $0
Chris Horne (Director) $0 $0 $0
Jack Yates (Vice President) $0 $0 $0
Susan Luker (President) $0 $0 $0
Barbara Mason (Director) $0 $0 $0
Stanley Wilder (Secretary) $0 $0 $0
Michael Collins (Director) $0 $0 $0
Kim Loveday (Director) $0 $0 $0
Kathy Boatman (Executive Vice President) $0 $0 $0

Document Links

Fiscal Year Ending March
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$62,061
Expenses
$88,584
Net Income
-$26,523
Net Assets
-$164,140
Notable Sources of Revenue Percent of Total Revenue
Contributions $20,114
32.4%
Program Services $41,921
67.5%
Investment Income $26
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,343,727
Total Liabilities $1,507,867
Net Assets -$164,140
Compensation
Key Employees and Officers Compensation Related Other
Geneva Myers (Director) $0 $0 $0
Joe Benthal (Director) $0 $0 $0
Barbara Raper (Director) $0 $0 $0
Lane Wolfenbarger (Director) $0 $0 $0
Chris Horne (Director) $0 $0 $0
Jack Yates (Vice President) $0 $0 $0
Susan Luker (President) $0 $0 $0
Barbara Mason (Director) $0 $0 $0
Stanley Wilder (Secretary) $0 $0 $0
Michael Collins (Director) $0 $0 $0
Kim Loveday (Director) $0 $0 $0
Kathy Boatman (Executive Vice President) $0 $0 $0

Document Links

Fiscal Year Ending March
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$57,281
Expenses
$88,835
Net Income
-$31,554
Net Assets
-$137,616
Notable Sources of Revenue Percent of Total Revenue
Contributions $9,805
17.1%
Program Services $47,452
82.8%
Investment Income $24
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,373,514
Total Liabilities $1,511,130
Net Assets -$137,616
Compensation
Key Employees and Officers Compensation Related Other
Geneva Myers (Director) $0 $0 $0
Joe Benthal (Director) $0 $0 $0
Barbara Raper (Director) $0 $0 $0
Lane Wolfenbarger (Director) $0 $0 $0
Chris Horne (Director) $0 $0 $0
Jack Yates (Vice President) $0 $0 $0
Susan Luker (President) $0 $0 $0
Nancy Bishop (Director) $0 $0 $0
Stanley Wilder (Secretary) $0 $0 $0
Michael Collins (Director) $0 $0 $0
Kim Loveday (Director) $0 $0 $0
Kathy Boatman (Executive Vice President) $0 $0 $0

Document Links

Fiscal Year Ending March
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$58,289
Expenses
$88,092
Net Income
-$29,803
Net Assets
-$106,061
Notable Sources of Revenue Percent of Total Revenue
Contributions $7,357
12.6%
Program Services $50,907
87.3%
Investment Income $25
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,402,052
Total Liabilities $1,508,113
Net Assets -$106,061
Compensation
Key Employees and Officers Compensation Related Other
Geneva Myers (Director) $0 $0 $0
Barbara Mason (Director) $0 $0 $0
Joe Benthal (Director) $0 $0 $0
Barbara Raper (Director) $0 $0 $0
Lane Wolfenbarger (Director) $0 $0 $0
Chris Horne (Director) $0 $0 $0
Jack Yates (Vice President) $0 $0 $0
Susan Luker (President) $0 $0 $0
Nancy Bishop (Director) $0 $0 $0
Stanley Wilder (Secretary) $0 $0 $0
Michael Collins (Director) $0 $0 $0
Kim Loveday (Director) $0 $0 $0
Kathy Boatman (Executive Vice President) $0 $0 $0

Document Links

Fiscal Year Ending March
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$57,650
Expenses
$89,124
Net Income
-$31,474
Net Assets
-$76,258
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,176
9.0%
Program Services $52,449
91.0%
Investment Income $25
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,432,455
Total Liabilities $1,508,713
Net Assets -$76,258

Document Links

Fiscal Year Ending March
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$56,467
Expenses
$84,052
Net Income
-$27,585
Net Assets
-$44,784
Notable Sources of Revenue Percent of Total Revenue
Contributions $7,602
13.5%
Program Services $48,734
86.3%
Investment Income $131
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,462,447
Total Liabilities $1,507,231
Net Assets -$44,784

Document Links

Fiscal Year Ending March
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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