Civic Intelligence

Rotary International District 7950

990EZ • Fiscal year 2017 • EIN 04-2659321

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 23, 2017

Organization ProfileN/A
215 Pleasant StreetFall River, MA 02721

(508) 993-3472

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

79th percentile

0.12x

Higher debt load relative to assets than 79% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

84th percentile

0.21x

Higher debt load relative to revenue than 84% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

39th percentile

-1.0%

Higher net margin than 39% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

60th percentile

5.8%

Faster asset growth than 60% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

53rd percentile

0.8%

Faster revenue growth than 53% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$149,911

Up $8,206 (+5.8%) from 2016

Net Assets

Down

$131,266

Down $2,343 (-1.8%) from 2016

Liabilities

Up

$18,645

Up $10,549 (+130%) from 2016

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin39th percentile

Revenue

Up

$89,254

Up $685 (+0.8%) from 2016

Expenses

Down

$90,131

Down $2,857 (-3.1%) from 2016

Net Income

Up

-$877

Up $3,542 (+80%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2012: $55,808Net Assets 2012: $55,8082012Assets 2013: $74,524Liabilities 2013: $0Net Assets 2013: $74,5242013Assets 2014: $94,746Liabilities 2014: $0Net Assets 2014: $94,7462014Assets 2015: $200,737Liabilities 2015: $0Net Assets 2015: $200,7372015Assets 2016: $141,705Liabilities 2016: $8,096Net Assets 2016: $133,6092016Assets 2017: $149,911Liabilities 2017: $18,645Net Assets 2017: $131,2662017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018Assets 2019: $170,980Liabilities 2019: $19,128Net Assets 2019: $151,8522019Assets 2020: $221,539Liabilities 2020: $46,830Net Assets 2020: $174,7092020Assets 2021: $302,168Liabilities 2021: $70,868Net Assets 2021: $231,3002021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022Assets 2023: $257,383Liabilities 2023: $13,618Net Assets 2023: $243,7652023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2017

Assets$149,911
Liabilities$18,645
Net Assets$131,266
Open 2017 Filing

Operations Trend

Revenue Growth53rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2012: $101,333Expenses 2012: $95,636Net Income 2012: $5,6972012Revenue 2013: $96,764Expenses 2013: $79,648Net Income 2013: $17,1162013Revenue 2014: $93,234Expenses 2014: $74,641Net Income 2014: $18,5932014Revenue 2015: $102,200Expenses 2015: $56,769Net Income 2015: $45,4312015Revenue 2016: $88,569Expenses 2016: $92,988Net Income 2016: -$4,4192016Revenue 2017: $89,254Expenses 2017: $90,131Net Income 2017: -$8772017Revenue 2018: $248,274Expenses 2018: $246,213Net Income 2018: $2,0612018Revenue 2019: $180,805Expenses 2019: $162,430Net Income 2019: $18,3752019Revenue 2020: $130,655Expenses 2020: $109,798Net Income 2020: $20,8572020Revenue 2021: $108,583Expenses 2021: $51,975Net Income 2021: $56,6082021Revenue 2022: $125,452Expenses 2022: $119,091Net Income 2022: $6,3612022Revenue 2023: $114,259Expenses 2023: $110,403Net Income 2023: $3,8562023Revenue 2024: $77,074Expenses 2024: $98,700Net Income 2024: -$21,6262024

Highlighted filing

2017

Revenue$89,254
Expenses$90,131
Net Income-$877
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 23, 2017
Return Version
2016v3.0
Gross Receipts
$89,254
Mission and Program Overview

Mission

Provide assistance to various Rotary Clubs

Program Services

DescriptionGrantsExpenses
PROVIDE ASSISTANCE TO VARIOUS ROTARY CLUBS WITHIN ITS DISTRICT ON BEHALF OF ROTARY INTERNATIONAL. COORDINATE PROGRAMS, TRAIN MEMBERS, ASSIST ROTARY CHARITABLE SERVICES.--
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-District GovernorFT$0--
-District GovernorFT$0--
-District Governor ElectPT$0--
-SecretaryPT$0--
-TreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Rotary International District 7950
EIN
04-2659321
Phone
5089933472
Address
215 Pleasant Street, Fall River, MA 02721

Signing Officer

Name
Roger Cabral
Title
Treasurer
Phone
5089933472
Signed
2017-09-23
Discuss with paid preparer
Yes

Preparer

Firm
The Montgomery Financial Group Inc
Address
195 ROUTE 6A, ORLEANS, MA 02653
Preparer
Herb Montgomery
Phone
5082401151
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Pre-Pets Midyear meeting 37.”

Form 990EZ, Part I, Line 8

“District Assembly 562.”

Form 990EZ, Part I, Line 16

“Disrict Governor Expenses 27371.”

Form 990EZ, Part I, Line 16

“District Governor Elect Expenses 48275.”

Form 990EZ, Part I, Line 16

“District Governor Nominee Expenses 4106.”

Form 990EZ, Part I, Line 16

“Assistant Governors Expenses 3134.”

Form 990EZ, Part I, Line 16

“District Trainer 1128.”

Form 990EZ, Part I, Line 16

“Disrict Secretary Expenses 3478.”

Form 990EZ, Part I, Line 16

“District Treasurer Expenses 1351.”

Form 990EZ, Part I, Line 16

“District Committee Expenses 1288.”

Form 990EZ, Part I, Line 16

“Reconcilliation Discrepancies”

Form 990EZ, Part I, Line 16

“Uncategorized Expenses”

Form 990EZ, Part II, Line 24

“Excess income”

Form 990, Part IX, Line 24E

“Uncategorized”

Form 990, Part IX, Line 24E

“Dist. Directory”

Form 990, Part IX, Line 24E

“DGE Training”

Form 990, Part IX, Line 24E

“PETS Leaders”

Form 990, Part IX, Line 24E

“PETS Committee”

Form 990, Part IX, Line 24E

“Asst. Gov. Other”

Form 990, Part IX, Line 24E

“Dist. Website”

Form 990, Part IX, Line 24E

“Budget & Finance”

Form 990, Part IX, Line 24E

“District Decorations”

Form 990, Part IX, Line 24E

“TRF Committee Exp.”

Form 990, Part IX, Line 24E

“TRF Scholarship Comm”

Form 990, Part IX, Line 24E

“TRF Other”

Form 990, Part IX, Line 24E

“ESSEX”

Form 990, Part IX, Line 24E

“Youth Exchange EXp.”

Form 990, Part IX, Line 24E

“N.E. Link Alumni”

Form 990, Part IX, Line 24E

“Peace Scholarships”

Form 990, Part IX, Line 24E

“Mid Year / Pre PETS”

Form 990, Part IX, Line 24E

“District Assembly”

Form 990, Part IX, Line 24E

“Foundation Seminar”

Form 990, Part IX, Line 24E

“Paul Harris Dinner”

Form 990, Part IX, Line 24E

“RYLA”

Form 990, Part IX, Line 24E

“Badges & Pins”

Raw XML Appendix184 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0BRUCE MARQUIS
IRS990EZ/BooksInCareOfDetail/PhoneNum05083787890
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 186
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Bridgewater
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0023240186
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0140239
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0148975
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-877
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0140239
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0149911
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt089254
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt055
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt088600
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0132143
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0131266
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0132143
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0131266
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt420.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt0Kristen David
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt1Steve Certa
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt2Jane Desberg
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt3Jane Desberg
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt4Bruce Marquis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0District Governor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1District Governor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2District Governor Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0936
IRS990EZ/OtherExpensesTotalAmt090131
IRS990EZ/OtherRevenueTotalAmt0599
IRS990EZ/PrimaryExemptPurposeTxt0Provide assistance to various Rotary Clubs
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE ASSISTANCE TO VARIOUS ROTARY CLUBS WITHIN ITS DISTRICT ON BEHALF OF ROTARY INTERNATIONAL. COORDINATE PROGRAMS, TRAIN MEMBERS, ASSIST ROTARY CHARITABLE SERVICES.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt08096
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt018645
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt090131
IRS990EZ/TotalRevenueAmt089254
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Pre-Pets Midyear meeting 37.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1District Assembly 562.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Disrict Governor Expenses 27371.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3District Governor Elect Expenses 48275.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4District Governor Nominee Expenses 4106.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Assistant Governors Expenses 3134.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6District Trainer 1128.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Disrict Secretary Expenses 3478.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8District Treasurer Expenses 1351.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9District Committee Expenses 1288.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Reconcilliation Discrepancies
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Uncategorized Expenses
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Excess income
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Uncategorized
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Dist. Directory
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15DGE Training
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16PETS Leaders
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17PETS Committee
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Asst. Gov. Other
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Dist. Website
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Budget & Finance
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21District Decorations
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22TRF Committee Exp.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23TRF Scholarship Comm
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24TRF Other
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25ESSEX
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26Youth Exchange EXp.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27N.E. Link Alumni
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt28Peace Scholarships
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt29Mid Year / Pre PETS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt30District Assembly
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt31Foundation Seminar
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt32Paul Harris Dinner
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt33RYLA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt34Badges & Pins
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc26Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc27Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc28Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc29Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc30Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc31Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc32Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc33Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc34Form 990, Part IX, Line 24e
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROGER CABRAL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05089933472
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary International District 7950
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0042659321
ReturnHeader/Filer/PhoneNum05089933472
ReturnHeader/Filer/USAddress/AddressLine1Txt0215 Pleasant Street
ReturnHeader/Filer/USAddress/CityNm0Fall River
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002721
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B09EA4B45522D02AAA000B27CF86F73FD265C31B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05A92437CCBA25F556FF81CB4506B9DEACE6541AA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.19.242.75
ReturnHeader/FilingSecurityInformation/IPDt02017-09-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm010:36:11
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE MONTGOMERY FINANCIAL GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0195 ROUTE 6A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ORLEANS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002653
ReturnHeader/PreparerPersonGrp/PhoneNum05082401151
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HERB MONTGOMERY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-09-23T10:36:21-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$149,911
Liabilities
$18,645
Net assets
$131,266
Revenue
$89,254
Expenses
$90,131
Net income
-$877
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.77$0.99$0.22
2023Detailed filing. Detailed filing data is available for this year.$2.57$0.14$2.44$1.14$1.10$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.25$1.19$0.06
2021Detailed filing. Detailed filing data is available for this year.$3.02$0.71$2.31$1.09$0.52$0.57
2020Detailed filing. Detailed filing data is available for this year.$2.22$0.47$1.75$1.31$1.10$0.21
2019Detailed filing. Detailed filing data is available for this year.$1.71$0.19$1.52$1.81$1.62$0.18
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$2.48$2.46$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.50$0.19$1.31$0.89$0.90$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.42$0.08$1.34$0.89$0.93$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$1.02$0.57$0.45
2014Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.93$0.75$0.19
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.00$0.75$0.97$0.80$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.56$1.01$0.96$0.06