Civic Intelligence

Montrose Foundation Inc.

990T • Fiscal year 2021 • EIN 04-2668765

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 30, 2021

Organization Profilewww.montroseschool.org

View Organization Page

29 North StreetMedfield, MA 02052

(508) 359-2423

Siviq Scores

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2012: $12,954,028Liabilities 2012: $6,116,571Net Assets 2012: $6,837,4572012Assets 2013: $15,219,185Liabilities 2013: $5,910,602Net Assets 2013: $9,308,5832013Assets 2014: $16,620,778Liabilities 2014: $5,558,228Net Assets 2014: $11,062,5502014Assets 2015: $19,193,802Liabilities 2015: $6,874,031Net Assets 2015: $12,319,7712015Assets 2016: $19,542,305Liabilities 2016: $6,235,044Net Assets 2016: $13,307,2612016Assets 2017: $19,229,755Liabilities 2017: $5,230,386Net Assets 2017: $13,999,3692017Assets 2018: $19,317,706Liabilities 2018: $5,455,666Net Assets 2018: $13,862,0402018Assets 2019: $18,479,525Liabilities 2019: $5,225,962Net Assets 2019: $13,253,5632019Assets 2020: $19,504,463Liabilities 2020: $6,056,557Net Assets 2020: $13,447,9062020Assets 2021: $18,590,536Liabilities 2021: $4,607,886Net Assets 2021: $13,982,6502021Assets 2022: $17,933,464Liabilities 2022: $5,178,217Net Assets 2022: $12,755,2472022Assets 2023: $17,957,384Liabilities 2023: $4,946,469Net Assets 2023: $13,010,9152023Assets 2024: $21,821,037Liabilities 2024: $5,726,244Net Assets 2024: $16,094,7932024Assets 2025: $26,831,781Liabilities 2025: $6,097,265Net Assets 2025: $20,734,5162025

Latest loaded filing

2025

Assets$26,831,781
Liabilities$6,097,265
Net Assets$20,734,516
Open 2025 Filing

Operations Trend

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2012: $3,376,5712012Revenue 2013: $6,283,563Expenses 2013: $3,844,765Net Income 2013: $2,438,7982013Revenue 2014: $5,840,830Expenses 2014: $4,104,670Net Income 2014: $1,736,1602014Revenue 2015: $5,657,262Expenses 2015: $4,412,010Net Income 2015: $1,245,2522015Revenue 2016: $5,694,018Expenses 2016: $4,694,558Net Income 2016: $999,4602016Revenue 2017: $5,552,447Expenses 2017: $4,893,466Net Income 2017: $658,9812017Revenue 2018: $5,946,109Expenses 2018: $6,053,489Net Income 2018: -$107,3802018Revenue 2019: $6,216,709Expenses 2019: $6,829,970Net Income 2019: -$613,2612019Revenue 2020: $7,342,546Expenses 2020: $7,173,157Net Income 2020: $169,3892020Revenue 2021: $8,753,750Expenses 2021: $8,219,007Net Income 2021: $534,7432021Revenue 2022: $7,647,629Expenses 2022: $8,304,924Net Income 2022: -$657,2952022Revenue 2023: $9,184,798Expenses 2023: $9,212,452Net Income 2023: -$27,6542023Revenue 2024: $13,853,391Expenses 2024: $10,769,513Net Income 2024: $3,083,8782024Revenue 2025: $16,691,451Expenses 2025: $12,089,078Net Income 2025: $4,602,3732025

Latest loaded filing

2025

Revenue$16,691,451
Expenses$12,089,078
Net Income$4,602,373
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 30, 2021
Return Version
2020v1.0
Mission and Program Overview

Mission

To educate young women to pursue the truth in all they do. Built on the foundation of a rich liberal arts curriculum, personal character formation, and collaboration with parents, each student is challenged to cultivate intellect, character, leadership, service, faith and reason.

Filing and Contact Details

Filer

Filer Name
Montrose Foundation Inc
EIN
04-2668765
Phone
5083592423
Address
29 NORTH STREET, MEDFIELD, MA 02052

Signing Officer

Name
Ron Young
Title
CFO/business Manager
Phone
5083592423
Signed
2021-11-30
Discuss with paid preparer
Yes

Preparer

Firm
Doucette & Doucette Cpas LLC
Address
137 SCHOOL ST, FRANKLIN, MA 02038-2015
Preparer
Denise M Smith CPA
Phone
5083393078
Raw XML Appendix80 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.

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IRS4562/OtherDepreciationAmt044321
IRS4562/ThresholdCostOfSect179PropAmt02590000
IRS4562/TotalDepreciationAmt044321
IRS990T/BooksInCareOfDetail/PersonNm0RON YOUNG
IRS990T/BooksInCareOfDetail/PhoneNum05083592423
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt029 NORTH STREET
IRS990T/BooksInCareOfDetail/USAddress/CityNm0MEDFIELD
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd002052
IRS990T/BookValueAssetsEOYAmt018590536
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NetOperatingLossDeductionAmt00
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990TScheduleA/DepreciationClmElsewhereAmt044321
IRS990TScheduleA/NetRentIncomeAmt0-344
IRS990TScheduleA/PrincipalBusinessActivityCd0531120
IRS990TScheduleA/RentIncomePropertyGrp/DeductionsConnectedRentIncmAmt058196
IRS990TScheduleA/RentIncomePropertyGrp/RentRealPersonalPropertyAmt057852
IRS990TScheduleA/RentIncomePropertyGrp/TotalRentsByPropertyAmt057852
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/AddressLine1Txt029 AND 31 JANES ST AND 55 NORTH ST
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/CityNm0MEDFIELD
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/StateAbbreviationCd0MA
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/ZIPCd002052
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalDepreciationAmt044321
IRS990TScheduleA/TotalRentDeductionsAmt058196
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IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-344
IRS990TScheduleA/TotUnrltTrdBusIncmAmt057852
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt058196
IRS990TScheduleA/TradeOrBusinessDesc0UNRELATED BUSINESS ACTIVITY
IRS990TScheduleA/UBIBeforeNOLDedAmt0-344
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-344
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt00
IRS990T/TaxableTrustAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt0-344
IRS990T/TotalUBTIBeforeSection199AAmt0-344
IRS990T/TotalUBTIComputedAmt0-344
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RON YOUNG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO/BUSINESS MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum05083592423
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTROSE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0042668765
ReturnHeader/Filer/PhoneNum05083592423
ReturnHeader/Filer/USAddress/AddressLine1Txt029 NORTH STREET
ReturnHeader/Filer/USAddress/CityNm0MEDFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002052
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814987490
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DOUCETTE & DOUCETTE CPAS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0137 SCHOOL ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FRANKLIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0020382015
ReturnHeader/PreparerPersonGrp/PhoneNum05083393078
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENISE M SMITH CPA
ReturnHeader/ReturnTs02021-11-30T14:43:27-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RONALD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0YOUNG
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
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Net assets
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Revenue
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Expenses
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Net income
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Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$26.8$6.10$20.7$16.7$12.1$4.60
2024Detailed filing. Detailed filing data is available for this year.$21.8$5.73$16.1$13.9$10.8$3.08
2023Detailed filing. Detailed filing data is available for this year.$18.0$4.95$13.0$9.18$9.21$0.03
2022Detailed filing. Detailed filing data is available for this year.$17.9$5.18$12.8$7.65$8.30$0.66
2021Detailed filing. Detailed filing data is available for this year.$18.6$4.61$14.0$8.75$8.22$0.53
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020Detailed filing. Detailed filing data is available for this year.$19.5$6.06$13.4$7.34$7.17$0.17
2019Detailed filing. Detailed filing data is available for this year.$18.5$5.23$13.3$6.22$6.83$0.61
2018Detailed filing. Detailed filing data is available for this year.$19.3$5.46$13.9$5.95$6.05$0.11
2017Detailed filing. Detailed filing data is available for this year.$19.2$5.23$14.0$5.55$4.89$0.66
2016Detailed filing. Detailed filing data is available for this year.$19.5$6.24$13.3$5.69$4.69$1.00
2015Detailed filing. Detailed filing data is available for this year.$19.2$6.87$12.3$5.66$4.41$1.25
2014Detailed filing. Detailed filing data is available for this year.$16.6$5.56$11.1$5.84$4.10$1.74
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.2$5.91$9.31$6.28$3.84$2.44
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.0$6.12$6.84$3.38