Civic Intelligence

Montgomery School

990 • Fiscal year 2015 • EIN 23-1352662

Jul 01, 2014 to Jun 30, 2015 • Filed on May 02, 2016

Organization ProfileWWW.MONTGOMERYSCHOOL.ORG

View Organization Page

1141 Kimberton RoadChester Springs, PA 19425

(610) 827-7222

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.38x

Higher debt load relative to assets than 62% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

69th percentile

0.57x

Higher debt load relative to revenue than 69% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

28th percentile

-1.6%

Higher net margin than 28% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Asset Growth

29th percentile

-2.6%

Faster asset growth than 29% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

49th percentile

3.4%

Faster revenue growth than 49% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$10,669,456

Down $279,697 (-2.6%) from 2014

Net Assets

Down

$6,639,882

Down $129,612 (-1.9%) from 2014

Liabilities

Down

$4,029,574

Down $150,085 (-3.6%) from 2014

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin28th percentile

Revenue

Up

$7,033,804

Up $234,158 (+3.4%) from 2014

Expenses

Up

$7,144,727

Up $309,135 (+4.5%) from 2014

Net Income

Down

-$110,923

Down $74,977 (-209%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$15M$10M$5.0M$0Assets 2010: $11,939,331Liabilities 2010: $4,319,253Net Assets 2010: $7,620,0782010Assets 2011: $12,207,314Liabilities 2011: $4,884,934Net Assets 2011: $7,322,3802011Assets 2012: $11,825,824Liabilities 2012: $4,824,240Net Assets 2012: $7,001,5842012Assets 2013: $11,025,658Liabilities 2013: $4,214,884Net Assets 2013: $6,810,7742013Assets 2014: $10,949,153Liabilities 2014: $4,179,659Net Assets 2014: $6,769,4942014Assets 2015: $10,669,456Liabilities 2015: $4,029,574Net Assets 2015: $6,639,8822015Assets 2016: $10,722,608Liabilities 2016: $4,088,454Net Assets 2016: $6,634,1542016Assets 2017: $10,310,560Liabilities 2017: $3,606,799Net Assets 2017: $6,703,7612017Assets 2018: $10,183,607Liabilities 2018: $3,425,462Net Assets 2018: $6,758,1452018Assets 2019: $10,366,421Liabilities 2019: $3,252,207Net Assets 2019: $7,114,2142019Assets 2020: $9,955,148Liabilities 2020: $2,942,704Net Assets 2020: $7,012,4442020Assets 2021: $9,910,694Liabilities 2021: $3,633,309Net Assets 2021: $6,277,3852021Assets 2022: $11,467,190Liabilities 2022: $5,655,116Net Assets 2022: $5,812,0742022Assets 2023: $13,009,993Liabilities 2023: $6,699,296Net Assets 2023: $6,310,6972023Assets 2024: $13,902,244Liabilities 2024: $8,076,073Net Assets 2024: $5,826,1712024

Highlighted filing

2015

Assets$10,669,456
Liabilities$4,029,574
Net Assets$6,639,882
Open 2015 Filing

Operations Trend

Revenue Growth49th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $6,457,2272010Revenue 2011: $6,416,501Expenses 2011: $6,753,115Net Income 2011: -$336,6142011Expenses 2012: $6,716,1082012Expenses 2013: $6,608,8232013Revenue 2014: $6,799,646Expenses 2014: $6,835,592Net Income 2014: -$35,9462014Revenue 2015: $7,033,804Expenses 2015: $7,144,727Net Income 2015: -$110,9232015Revenue 2016: $7,420,648Expenses 2016: $7,428,237Net Income 2016: -$7,5892016Revenue 2017: $7,756,783Expenses 2017: $7,709,999Net Income 2017: $46,7842017Revenue 2018: $7,945,865Expenses 2018: $7,877,043Net Income 2018: $68,8222018Revenue 2019: $7,170,340Expenses 2019: $6,836,898Net Income 2019: $333,4422019Revenue 2020: $7,176,609Expenses 2020: $7,309,080Net Income 2020: -$132,4712020Revenue 2021: $6,307,400Expenses 2021: $7,162,561Net Income 2021: -$855,1612021Revenue 2022: $7,213,639Expenses 2022: $7,561,908Net Income 2022: -$348,2692022Revenue 2023: $8,400,600Expenses 2023: $8,136,654Net Income 2023: $263,9462023Revenue 2024: $8,359,829Expenses 2024: $8,913,549Net Income 2024: -$553,7202024

Highlighted filing

2015

Revenue$7,033,804
Expenses$7,144,727
Net Income-$110,923
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 2, 2016
Return Version
2014v6.0
Gross Receipts
$7,697,971
Mission and Program Overview

Mission

Please see schedule o.montgomery school is an independent, coeducational day school serving prekindergarten through grade 8. The school is dedicated to the development of each child in mind and body through academics, fine and performing arts, and athletics. The school is equally committed to the development of each child's character.

Non-profit private school dedicated to the education of students in mind, body and character.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$8,288,093$7,987,920▼ $300,173
Cash and Non-Interest-Bearing Accounts$2,395,545$2,447,822▲ $52,277
Prepaid Expenses and Deferred Charges$97,617$101,364▲ $3,747
Accounts Receivable$102,470$59,434▼ $43,036
Intangible Assets$59,844$49,870▼ $9,974
Pledges and Grants Receivable-$18,465-
Inventories for Sale or Use$5,584$4,581▼ $1,003
Total Assets$10,949,153$10,669,456▼ $279,697
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,725,036--
Tax Exempt Bond Liabilities-$2,641,532-
Other Liabilities$1,215,505$1,141,267▼ $74,238
Accounts Payable and Accrued Expenses$239,118$246,775▲ $7,657
Total Liabilities$4,179,659$4,029,574▼ $150,085
Net Assets / Fund Balance
Unrestricted Net Assets$6,484,808$6,334,065▼ $150,743
Temporarily Rstr Net Assets$241,177$254,665▲ $13,488
Permanently Rstr Net Assets$43,509$51,152▲ $7,643
Total Net Assets Fund Balance$6,769,494$6,639,882▼ $129,612
Total Liabilities and Net Assets / Fund Balance$10,949,153$10,669,456▼ $279,697

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,879,205$4,887,566$11,766,771
Land$949,019-$949,019
Equipment$159,696$623,464$783,160

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$43,509$7,643▲ $4,600-$55,752
2013$40,455$3,054--$43,509
2012$30,487$9,968--$40,455
2011$19,903$10,584--$30,487
2010$7,909$11,994--$19,903
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
Anthony J DifrancescoChair
Daniel GoldsmithVice Chair
Alexander ManganielloBoard Member
Christopher M VenoBoard Member
Antaya M CooperTrustee
Christine M WhaleyTrustee
Christopher R TompkinsTrustee
George B VosburghTrustee
Gunter GeigerTrustee
Jonathan BrassingtonTrustee
Kim M MatusTrustee
Kim M MorganTrustee
Lori CiprichTrustee
Maureen M FendrickTrustee
Paul GilbertTrustee
Scott GordonTrustee
Joan E BevansSecretary
George Wm CavalieriTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Metz Culinary ManagementFood Services2 WOODLAND DRIVE, Dallas, PA 18612$263,304
Revenue and Support

Revenue Composition

Contributions and Grants
$526,602
Program Service Revenue
$6,236,992
Investment Income
$34,163
Other Revenue
$236,047
All Other Contributions
$523,127
Change in Net Assets
$-110,923

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,033,804
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$74,036
Total Revenue per Audited Statements
$7,107,840
Total Revenue per Form 990
$7,033,804
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,289,369
Other Expenses$2,025,441
Grants and Similar Amounts Paid$1,829,917
Total Fundraising Expense$171,529
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,346,774-$138,500$2,485,274
Grants to Domestic Individuals$1,829,917--$1,829,917
Depreciation Depletion$416,803--$416,803
Other Employee Benefits$332,586-$926$333,512
Office Expenses-$287,545-$287,545
Current Officers, Directors, Trustees, and Key Employees$275,024--$275,024
Payroll Taxes$195,559--$195,559
Other Expenses$15,865$151,756-$167,621
All Other Expenses-$100,099$32,103$132,202
Interest-$103,983-$103,983
Occupancy-$96,377-$96,377
Insurance-$92,121-$92,121
Information Technology-$31,027-$31,027
Fees for Services Other-$26,168-$26,168
Total Functional Expenses$6,084,122$889,076$171,529$7,144,727

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$7,237,452
Expenses per Audited Statements$7,144,727
Total Expenses per Form 990$7,144,727
Expenses Not Reported on Form 990$92,725
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$232,051
Fundraising Direct Expenses$91,567
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Benefit$170,905$167,430$27,953$139,477
Golf Outing$64,621$64,621$18,414$46,207
Total Events$235,526$232,051$91,567$140,484
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Advanced Tuition & Deposits$1,140,760
Lease Payable$507

Bond Issues

BondIssuerIssuedIssue PricePurpose
ACentral and Western Chester County Industrial Development Authority2010-12-23$3,000,000Refunding of the issuer's economic development revenue bonds

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$3,000,000-$358,468$60,000

Bond Financing Compliance

Form 8038-T filed
Yes
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1

“The executive committee shall consist of the board chair and such trustees as the chair may specify, who may or may not be officers of the board of trustees. The executive committee shall make recommendations to the board in regard to problems or concerns of the school, and shall be empowered to act on behalf of the trustees between meetings of the board of trustees, subject to subsequent ratification by the board.”

Form 990, Part VI, Section B, Line 11

“The executive committee of the board of trustees will review the 990 in detail. They will then distribute it to the full board of trustees and be prepared to answer questions. This review will be conducted prior to filing the 990 return.”

Form 990, Part VI, Section B, Line 12C

“The trustees shall exercise the utmost good faith in all transactions touching upon their duties to the organization and its property. In their dealings with and on behalf of the school, they are held to strict rules of honest and fair dealing between themselves and the school. They shall not use their positions as trustees, or knowledge gained there from, so that a conflict might arise between the school's interest and that of any individual trustee. A conflict of interest arises in any situation in which a trustee (and/or his or her immediate family) is involved in an activity which could adversely affect his or her judgment with respect to the business of the school or otherwise diminish the interest or the organization. When such a conflict arises, the individual with the conflict is expected to disclose in writing the existence of the conflict.”

Form 990, Part VI, Section B, Line 15

“The top management official's compensation was last reviewed in detail in july 2013. A review and benchmarking against other similar schools was undertaken. Other key employees salaries are determined using data provided by the national association of independent schools for like positions. This process is followed on an annual basis.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Montgomery School
EIN
23-1352662
Phone
6108277222
Address
1141 KIMBERTON ROAD, CHESTER SPRINGS, PA 19425

Signing Officer

Name
Anthony Difrancesco Jr
Title
Board Chair
Phone
6108277222
Signed
2016-05-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anthony Difrancesco Jr
Formed
1939
Legal Domicile
Pa
Voting Board Members
18
Independent Board Members
18
Employees
81
Volunteers
90

Preparer

Firm
Cliftonlarsonallen Llp
Address
610 W GERMANTOWN PIKE STE 400, PLYMOUTH MEETING, PA 19462
Preparer
BERNADETTE O'TOOLE CPA
Phone
2156433900
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The endowment fund is for the purpose of supporting the future operations of the organization”

PART X, LINE 2:

“Montgomery school is tax-exempt under section 501(c)(3) of the internal revenue code. Accordingly, no provision for income taxes has been made in the accompanying financial statements. It has been classified as an organization that is not a private foundation under section 509(a)(2) of the internal revenue code and qualifies for the maximum charitable contribution deduction for individual donors. The school follows the guidance in the income tax standard regarding the recognition and measurement of uncertain tax positions. The guidance clarifies the accounting for uncertainty in income taxes recognized in an entity's financial statements. The guidance further prescribes recognition and measurement of tax provisions taken or expected to be taken on a tax return that are not certain to be realized. The application of this standard has no impact on the school's financial statements. The school's income tax returns are subject to review and examination by federal authorities. The school is not aware of any activities that would jeopardize its tax-exempt status. The school is not aware of any activities that are subject to tax on unrelated business income or excise or other taxes.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“School store expense (presented against school store revenue) 1,158. Special events - fundraising expenses 91,567.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“School store expense 1,158. Special events - fundraising expenses 91,567.”

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/PersonNm0ANTHONY J DIFRANCESCO
IRS990/Form990PartVIISectionAGrp/PersonNm1DANIEL GOLDSMITH
IRS990/Form990PartVIISectionAGrp/PersonNm2CHRISTOPHER M VENO
IRS990/Form990PartVIISectionAGrp/PersonNm3GEORGE WM CAVALIERI
IRS990/Form990PartVIISectionAGrp/PersonNm4JOAN E BEVANS
IRS990/Form990PartVIISectionAGrp/PersonNm5MAUREEN M FENDRICK
IRS990/Form990PartVIISectionAGrp/PersonNm6ANTAYA M COOPER
IRS990/Form990PartVIISectionAGrp/PersonNm7ALEXANDER MANGANIELLO
IRS990/Form990PartVIISectionAGrp/PersonNm8JONATHAN BRASSINGTON
IRS990/Form990PartVIISectionAGrp/PersonNm9GUNTER GEIGER
IRS990/Form990PartVIISectionAGrp/PersonNm10CHRISTINE M WHALEY
IRS990/Form990PartVIISectionAGrp/PersonNm11LORI CIPRICH
IRS990/Form990PartVIISectionAGrp/PersonNm12KIM M MORGAN
IRS990/Form990PartVIISectionAGrp/PersonNm13PAUL GILBERT
IRS990/Form990PartVIISectionAGrp/PersonNm14SCOTT GORDON
IRS990/Form990PartVIISectionAGrp/PersonNm15GEORGE B VOSBURGH
IRS990/Form990PartVIISectionAGrp/PersonNm16KIM M MATUS
IRS990/Form990PartVIISectionAGrp/PersonNm17CHRISTOPHER R TOMPKINS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01939
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt03475
IRS990/FundraisingDirectExpensesAmt091567
IRS990/FundraisingGrossIncomeAmt0232051
IRS990/GainOrLossGrp/SecuritiesAmt020821
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GrantAmt01829917
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01829917
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01829917
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0592266
IRS990/GrossReceiptsAmt07697971
IRS990/GrossRentsGrp/RealAmt046972
IRS990/GrossSalesOfInventoryAmt04620
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt031027
IRS990/InformationTechnologyGrp/TotalAmt031027
IRS990/InsuranceGrp/ManagementAndGeneralAmt092121
IRS990/InsuranceGrp/TotalAmt092121
IRS990/IntangibleAssetsGrp/BOYAmt059844
IRS990/IntangibleAssetsGrp/EOYAmt049870
IRS990/InterestGrp/ManagementAndGeneralAmt0103983
IRS990/InterestGrp/TotalAmt0103983
IRS990/InventoriesForSaleOrUseGrp/BOYAmt05584
IRS990/InventoriesForSaleOrUseGrp/EOYAmt04581
IRS990/InvestmentIncomeGrp/ExclusionAmt013342
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt013342
IRS990/InvestmentInJointVentureInd00
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt011
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05511030
IRS990/LandBldgEquipBasisNetGrp/BOYAmt08288093
IRS990/LandBldgEquipBasisNetGrp/EOYAmt07987920
IRS990/LandBldgEquipCostOrOtherBssAmt013498950
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0571445
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt035756
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt035756
IRS990/MissionDesc0PLEASE SEE SCHEDULE O.MONTGOMERY SCHOOL IS AN INDEPENDENT, COEDUCATIONAL DAY SCHOOL SERVING PREKINDERGARTEN THROUGH GRADE 8. THE SCHOOL IS DEDICATED TO THE DEVELOPMENT OF EACH CHILD IN MIND AND BODY THROUGH ACADEMICS, FINE AND PERFORMING ARTS, AND ATHLETICS. THE SCHOOL IS EQUALLY COMMITTED TO THE DEVELOPMENT OF EACH CHILD'S CHARACTER.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt02725036
IRS990/NetAssetsOrFundBalancesBOYAmt06769494
IRS990/NetAssetsOrFundBalancesEOYAmt06639882
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt020821
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt020821
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0140484
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0140484
IRS990/NetIncomeOrLossGrp/ExclusionAmt03465
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt03465
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt046972
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt046972
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-18689
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt096377
IRS990/OccupancyGrp/TotalAmt096377
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0287545
IRS990/OfficeExpensesGrp/TotalAmt0287545
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0926
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0332586
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0333512
IRS990/OtherExpensesGrp/Desc0FOOD SERVICE
IRS990/OtherExpensesGrp/Desc1TUITION REMISSION
IRS990/OtherExpensesGrp/Desc2GENERAL INSTRUCTIONAL E
IRS990/OtherExpensesGrp/Desc3MARKETING STUDY
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0151756
IRS990/OtherExpensesGrp/ProgramServicesAmt0258876
IRS990/OtherExpensesGrp/ProgramServicesAmt1224995
IRS990/OtherExpensesGrp/ProgramServicesAmt2187723
IRS990/OtherExpensesGrp/ProgramServicesAmt315865
IRS990/OtherExpensesGrp/TotalAmt0258876
IRS990/OtherExpensesGrp/TotalAmt1224995
IRS990/OtherExpensesGrp/TotalAmt2187723
IRS990/OtherExpensesGrp/TotalAmt3167621
IRS990/OtherLiabilitiesGrp/BOYAmt01215505
IRS990/OtherLiabilitiesGrp/EOYAmt01141267
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0ATHLETIC PROGRAMS
IRS990/OtherRevenueMiscGrp/Desc1YEARBOOK REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt06300
IRS990/OtherRevenueMiscGrp/ExclusionAmt13070
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt06300
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt13070
IRS990/OtherRevenueTotalAmt045126
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0138500
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02346774
IRS990/OtherSalariesAndWagesGrp/TotalAmt02485274
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt0195559
IRS990/PayrollTaxesGrp/TotalAmt0195559
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt043509
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt051152
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt018465
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt097617
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0101364
IRS990/PrincipalOfficerNm0ANTHONY DIFRANCESCO JR
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0TUITION
IRS990/ProgramServiceRevenueGrp/Desc1EXTENDED DAY PROG.
IRS990/ProgramServiceRevenueGrp/Desc2FEES & LUNCHES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06128534
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1104758
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt23700
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06128534
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1104758
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt23700
IRS990/ProgSrvcAccomActy2Grp/Desc0FACILITIES RENTAL PROGRAM: RENTAL OF THE FACILITIES TO COMMUNITY GROUPS FOR ATHLETICS, ARTS, AND MEETINGS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt00
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt046972
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0672660
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01532967
IRS990/PYInvestmentIncomeAmt065177
IRS990/PYOtherExpensesAmt02066315
IRS990/PYOtherRevenueAmt0210537
IRS990/PYProgramServiceRevenueAmt05851272
IRS990/PYRevenuesLessExpensesAmt0-35946
IRS990/PYSalariesCompEmpBnftPaidAmt03236310
IRS990/PYTotalExpensesAmt06835592
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06799646
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-110923
IRS990/RegularMonitoringEnfrcInd01

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,669,456
Liabilities
$4,029,574
Net assets
$6,639,882
Revenue
$7,033,804
Expenses
$7,144,727
Net income
-$110,923
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.9$8.08$5.83$8.36$8.91$0.55
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.0$6.70$6.31$8.40$8.14$0.26
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.5$5.66$5.81$7.21$7.56$0.35
2021Detailed filing. Detailed filing data is available for this year.$9.91$3.63$6.28$6.31$7.16$0.86
2020Detailed filing. Detailed filing data is available for this year.$9.96$2.94$7.01$7.18$7.31$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.4$3.25$7.11$7.17$6.84$0.33
2018Detailed filing. Detailed filing data is available for this year.$10.2$3.43$6.76$7.95$7.88$0.07
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.3$3.61$6.70$7.76$7.71$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.7$4.09$6.63$7.42$7.43$0.01
2015Detailed filing. Detailed filing data is available for this year.$10.7$4.03$6.64$7.03$7.14$0.11
2014Detailed filing. Detailed filing data is available for this year.$10.9$4.18$6.77$6.80$6.84$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.0$4.21$6.81$6.61
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.8$4.82$7.00$6.72
2011Summary only. Only limited summary data is available for this year.$12.2$4.88$7.32$6.42$6.75$0.34
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.9$4.32$7.62$6.46