Civic Intelligence

Eastern Montgomery Educational Foundation & Alumni Association

EIN 04-3761030 • 501(c)3 • Elliston, VA

Profile

The primary purpose of the foundation is to award scholarships to graduating high school students from Eastern Montgomery High School (VA) going on to further their education.

4695 Crozier RdElliston, VA 24087

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

87th percentile

43%

Higher net margin than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

62nd percentile

4.6%

Faster asset growth than 62% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

98th percentile

633%

Faster revenue growth than 98% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$90,829

Up $4,015 (+4.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$90,829

Up $4,015 (+4.6%) from 2022

Operations
Liabilities / Revenue62nd percentileNet Margin87th percentile

Revenue

Up

$9,290

Up $8,023 (+633%) from 2022

Expenses

Up

$5,275

Up $3,500 (+197%) from 2022

Net Income

Up

$4,015

Up $4,523 (+890%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2013: $68,516Liabilities 2013: $0Net Assets 2013: $68,5162013Assets 2015: $72,323Liabilities 2015: $02015Assets 2016: $72,629Liabilities 2016: $02016Assets 2017: $74,203Liabilities 2017: $02017Assets 2018: $76,667Liabilities 2018: $02018Assets 2019: $80,909Liabilities 2019: $02019Assets 2020: $84,844Liabilities 2020: $02020Assets 2021: $87,322Liabilities 2021: $0Net Assets 2021: $87,3222021Assets 2022: $86,814Liabilities 2022: $0Net Assets 2022: $86,8142022Assets 2023: $90,829Liabilities 2023: $0Net Assets 2023: $90,8292023

Highlighted filing

2023

Assets$90,829
Liabilities$0
Net Assets$90,829
Open 2023 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10K$5.0K$0-$5.0KRevenue 2013: $778Expenses 2013: $25Net Income 2013: $7532013Revenue 2015: $2,295Expenses 2015: $25Net Income 2015: $2,2702015Revenue 2016: $1,081Expenses 2016: $775Net Income 2016: $3062016Revenue 2017: $2,599Expenses 2017: $1,025Net Income 2017: $1,5742017Revenue 2018: $4,014Expenses 2018: $1,550Net Income 2018: $2,4642018Revenue 2019: $6,070Expenses 2019: $1,828Net Income 2019: $4,2422019Revenue 2020: $4,710Expenses 2020: $775Net Income 2020: $3,9352020Revenue 2021: $3,703Expenses 2021: $1,225Net Income 2021: $2,4782021Revenue 2022: $1,267Expenses 2022: $1,775Net Income 2022: -$5082022Revenue 2023: $9,290Expenses 2023: $5,275Net Income 2023: $4,0152023

Highlighted filing

2023

Revenue$9,290
Expenses$5,275
Net Income$4,015
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$90,829
Liabilities
$0
Net assets
$90,829
Revenue
$9,290
Expenses
$5,275
Net income
$4,015
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$90.8$0.00$90.8$9.29$5.28$4.02
2022Detailed filing. Detailed filing data is available for this year.$86.8$0.00$86.8$1.27$1.78$0.51
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$87.3$0.00$87.3$3.70$1.23$2.48
2020Summary only. Only limited summary data is available for this year.$84.8$0.00$4.71$0.78$3.94
2019Summary only. Only limited summary data is available for this year.$80.9$0.00$6.07$1.83$4.24
2018Summary only. Only limited summary data is available for this year.$76.7$0.00$4.01$1.55$2.46
2017Summary only. Only limited summary data is available for this year.$74.2$0.00$2.60$1.03$1.57
2016Summary only. Only limited summary data is available for this year.$72.6$0.00$1.08$0.78$0.31
2015Summary only. Only limited summary data is available for this year.$72.3$0.00$2.30$0.03$2.27
2013Summary only. Only limited summary data is available for this year.$68.5$0.00$68.5$0.78$0.03$0.75
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 12, 2024
Return Version
2023v5.0
Gross Receipts
$9,290
Mission and Program Overview

Mission

The primary purpose of the foundation is to award scholarships to graduating high school students from Eastern Montgomery High School (VA) going on to further their education.

Program Services

DescriptionGrantsExpenses
Scholarship awards for students in need of funds.$5,250$5,250
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeff SmithPresident-$0--
Danny HallVice President-$0--
Susan B CarrSecretary-Treas.-$0--
Todd LewisDirector-$0--
William LongDirector-$0--
Filing and Contact Details

Filer

Filer Name
Eastern Montgomery Educational Foundation & Alumni Association
EIN
04-3761030
Phone
5402683010
Address
4695 Crozier Rd, Elliston, VA 24087

Signing Officer

Name
Susan B Carr
Title
Secretary
Phone
5402683010
Signed
2024-03-12
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Scholarship; Scholarship; Radford University: 801 East Main St, Radford, VA, 24141; None, 500.”

Form 990EZ, Part I, Line 10

“Scholarships; Scholarships; New River Community College: 5251 College Drive, Dublin, VA, 24084; None, 2250.”

Form 990EZ, Part I, Line 10

“Scholarships; Scholarship; Virginia Tech: 800 Washington St Ste 150, Blacksburg, VA, 24060; None, 2000.”

Form 990EZ, Part I, Line 10

“Scholarship; Scholarship; James Madison University: 800 S Main St, Harrisonburg, VA, 22807; None, 500.”

Form 990EZ, Part I, Line 16

“Fees to Commonwealth of Virginia 25.”

Raw XML Appendix172 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/PhoneNum05408189232
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Shawsville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd024162
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt086814
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IRS990EZ/ContributionsGiftsGrantsEtcAmt05800
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04015
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt090829
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05250
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt09290
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt03490
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt086814
IRS990EZ/NetAssetsOrFundBalancesEOYAmt090829
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt090829
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jeff Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Danny Hall
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Susan B Carr
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Todd Lewis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4William Long
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary-Treas.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt025
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The primary purpose of the foundation is to award scholarships to graduating high school students from Eastern Montgomery High School (VA) going on to further their education.
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Scholarship awards for students in need of funds.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05250
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05250
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt05275
IRS990EZ/TotalProgramServiceExpensesAmt05250
IRS990EZ/TotalRevenueAmt09290
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05800
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03400
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03650
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03839
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt017789
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03490
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0167
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0303
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01060
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02231
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt07251
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03490
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02231
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt07251
IRS990ScheduleA/InvestmentIncomeCYPct00.28960
IRS990ScheduleA/InvestmentIncomePYPct00.19510
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.71040
IRS990ScheduleA/PublicSupportPY509Pct00.80490
IRS990ScheduleA/PublicSupportTotal509Amt017789
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt05800
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01100
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt03650
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt03839
IRS990ScheduleA/Total509Grp/TotalAmt017789
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt025040
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Scholarship; Scholarship; Radford University: 801 East Main St, Radford, VA, 24141; None, 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Scholarships; Scholarships; New River Community College: 5251 College Drive, Dublin, VA, 24084; None, 2250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Scholarships; Scholarship; Virginia Tech: 800 Washington St Ste 150, Blacksburg, VA, 24060; None, 2000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Scholarship; Scholarship; James Madison University: 800 S Main St, Harrisonburg, VA, 22807; None, 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Fees to Commonwealth of Virginia 25.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Susan B Carr
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum05402683010
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Eastern Montgomery Educational Foundation & Alumni Association
ReturnHeader/Filer/BusinessNameControlTxt0EAST
ReturnHeader/Filer/EIN0043761030
ReturnHeader/Filer/PhoneNum05402683010
ReturnHeader/Filer/USAddress/AddressLine1Txt04695 Crozier Rd
ReturnHeader/Filer/USAddress/CityNm0Elliston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd024087
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02024-05-14T17:37:37-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Susan
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Carr
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits