Public Charity

LAKE MONTICELLO OWNERS ASSOCIATION

LAKE MONTICELLO OWNERS ASSOCIATION, of LAKE MONTICELLO, VA, is a Public Charity tracked in Imperigo's IRS 990 database. The 2024 filing shows $9.3M in revenue, $8.7M in expenses, $30.0M in total assets. IRS filings disclose 1 grants awarded by this foundation, totaling roughly $50K.

EIN: 540897858 LAKE MONTICELLO, VA Latest filing: 2024
Total Revenue$9.3M
Total Expenses$8.7M
Total Assets$30.0M
Grants Given1
Grant Total$50K
Filing Years2019–2024

Mission

TO MANAGE AND SERVE THE LAKE MONTICELLO COMMUNITY; INCLUDING PROVIDING SECURITY,RECREATIONAL FACILITIES, ROADS, AND COMMON AREA MAINTENANCE

Sample Grants Given

PALMYRA, VA · 2024
FUNDRAISER
$50,000

Showing up to 5 of 1 total records — full history available with membership.

Officers & Directors

VICE PRESIDE Gary Sellick
SECRETARY Jennifer Richardson
DIRECTOR Kate Schoenster
PRESIDENT Larry Henson
DIRECTOR Michael Kelly
DIRECTOR Nicholas Canada

Officer compensation and complete director data available with membership.

Top Grant Purposes

FUNDRAISER
$50,000 1 grant

Financial Trends

Year Revenue Expenses Assets
2024 $9.3M $8.7M $30.0M
2023 $9.6M $9.4M $28.1M
2022 $9.4M $9.5M $27.3M
2020 $8.1M $7.5M $29.5M
2019 $8.0M $7.7M $28.1M

Between 2019 and 2024, reported annual revenue grew from $8.0M to $9.3M (+17%), with total assets most recently reported at $30.0M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in VA.

VA

Full geographic grant map with state-by-state breakdown available with membership.

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