Lake Monticello Owners Association logo

Lake Monticello Owners Association

LAKE MONTICELLO, VA EIN: 54-0897858 Website

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

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$30.0M

+6.9% YoY

Annual Giving

$50K

Grant Count

1

Avg Grant Size

$50K

About Lake Monticello Owners Association

Based on IRS filings

Lake Monticello Owners Association is a nonprofit organization, based in LAKE MONTICELLO, VA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $30.0M in total assets. In 2024, it awarded 1 grants totaling $50K. Net investment income was $324K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Palmyra

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$3M$5M$8M$11M20202021202220232024
Metric202420232022
Total Assets$30,039,043$28,112,159$27,282,606
Revenue$9,303,648$9,583,315$9,392,459
Expenses$8,665,084$9,372,317$9,540,315
Qualifying Distributions
Net Investment Income$324,328$133,066$82,924
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$13K$25K$38K$50K0 grants20200 grants20210 grants20220 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

LAKE MONTICELLO VOL FIRE…$50K

Grant Size Distribution

1 grants across all recorded years

<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

TOM SCHAUDERGENERAL MANA$147K

From 2024 filing

NameTitleHoursCompensation
TOM SCHAUDERGENERAL MANA40$147,161
NICHOLAS CANADADIRECTOR4
LARRY HENSONPRESIDENT4
MICHAEL KELLYDIRECTOR4
SCOTT MURDOCHTREASURER4
JENNIFER RICHARDSONSECRETARY4
KATE SCHOENSTERDIRECTOR4
GARY SELLICKVICE PRESIDE4

Related Funders

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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