CSCharityScored
87

Lake Monticello Owners Association

Other · Palmyra, Virginia

41 Ashlawn Blvd, Palmyra, VA 22963-3330

EIN: 540897858· Founded: Mar 1977· 49 years active· Filing Year: 2023

Annual Revenue

$9.6M

Total Expenses

$9.4M

Total Assets

$28.1M

Program Spending

98%

of expenses go to programs

Compensation & Payroll

Total Officer Compensation

$130K

1.4% of total expenses

All officers, directors, and key employees combined

Other Salaries & Wages

$1.8M

Total Payroll

$1.9M

21% of total expenses

Where the Money Goes

98%
Programs: 98%
Payroll: 21%
Other overhead: 2%
Program Revenue$9.2M (96%)
Total Expenses$9.4M (98%)
Payroll$1.9M (21%)
Overhead (non-program)2%

Trust Score Breakdown

Program Spending Ratio

98% of expenses go to programs

40%

Revenue & Stability

$9.6M annual revenue

15%

Executive Compensation

$130K total officer comp (1.4% of expenses)

20%

Filing Recency

Most recent filing: 2023

15%

Asset Strength

$28.1M in assets

10%

Data from IRS Form 990 filing (2023). Trust scores are calculated from public financial data and do not constitute endorsement or investment advice.