Civic Intelligence

Montgomery School

990 • Fiscal year 2017 • EIN 23-1352662

Jul 01, 2016 to Jun 30, 2017 • Filed on May 11, 2018

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

0.35x

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

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

66th percentile

0.46x

Higher debt load relative to revenue than 66% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

39th percentile

0.6%

Higher net margin than 39% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

78th percentile

$290,397

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

17th percentile

-3.8%

Faster asset growth than 17% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

49th percentile

4.5%

Faster revenue growth than 49% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$10,310,560

Down $412,048 (-3.8%) from 2016

Net Assets

Up

$6,703,761

Up $69,607 (+1.0%) from 2016

Liabilities

Down

$3,606,799

Down $481,655 (-12%) from 2016

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin39th percentile

Revenue

Up

$7,756,783

Up $336,135 (+4.5%) from 2016

Expenses

Up

$7,709,999

Up $281,762 (+3.8%) from 2016

Net Income

Up

$46,784

Up $54,373 (+716%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth17th 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

2017

Assets$10,310,560
Liabilities$3,606,799
Net Assets$6,703,761
Open 2017 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

2017

Revenue$7,756,783
Expenses$7,709,999
Net Income$46,784
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 11, 2018
Return Version
2016v3.0
Gross Receipts
$8,456,861
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$7,698,382$7,437,236▼ $261,146
Cash and Non-Interest-Bearing Accounts$2,332,869$2,189,338▼ $143,531
Investments Other Securities$470,817$513,313▲ $42,496
Prepaid Expenses and Deferred Charges$102,842$91,704▼ $11,138
Accounts Receivable$64,033$31,855▼ $32,178
Intangible Assets$39,896$29,922▼ $9,974
Pledges and Grants Receivable$10,040$11,970▲ $1,930
Inventories for Sale or Use$3,729$5,222▲ $1,493
Total Assets$10,722,608$10,310,560▼ $412,048
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,555,021$2,464,831▼ $90,190
Other Liabilities$1,305,603$895,901▼ $409,702
Accounts Payable and Accrued Expenses$227,830$246,067▲ $18,237
Total Liabilities$4,088,454$3,606,799▼ $481,655
Net Assets / Fund Balance
Unrestricted Net Assets$6,292,494$6,286,946▼ $5,548
Temporarily Rstr Net Assets$288,802$354,027▲ $65,225
Permanently Rstr Net Assets$52,858$62,788▲ $9,930
Total Net Assets Fund Balance$6,634,154$6,703,761▲ $69,607
Total Liabilities and Net Assets / Fund Balance$10,722,608$10,310,560▼ $412,048

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,344,037$5,504,157$11,848,194
Equipment$144,180$811,524$955,704
Land$949,019-$949,019

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$52,858$9,930--$62,788
2015$55,752$1,706▼ $4,600-$52,858
2014$43,509$7,643▲ $4,600-$55,752
2013$40,455$3,054--$43,509
2012$30,487$9,968--$40,455
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sally KeidelHead of SchoolFT$192,400$97,997$290,397

Board Members and Trustees

NameTitle
Daniel GoldsmithChair
Alexander ManganielloVice Chair
Anthony J Difrancesco JrTrustee
Christine M WhaleyTrustee
George B VosburghTrustee
George Wm CavalieriTrustee
Gunter GeigerTrustee
Jeffrey LipsonTrustee
Jonathan BrassingtonTrustee
Lance HeftTrustee
Lori CiprichTrustee
Margaret FennerTrustee
Maureen M FendrickTrustee
R Kirk MorganTrustee
Renee HenzeTrustee
Staci Williams SeelyTrustee
Steven D LiskTrustee
Douglas GesslSecretary
Paul GilbertTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Metz Culinary ManagementFood Services2 WOODLAND DRIVE, Dallas, PA 18612$245,225
Revenue and Support

Revenue Composition

Contributions and Grants
$518,233
Program Service Revenue
$6,986,831
Investment Income
$29,227
Other Revenue
$222,492
All Other Contributions
$518,233
Change in Net Assets
$46,784

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,756,783
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$94,405
Total Revenue per Audited Statements
$7,851,188
Total Revenue per Form 990
$7,756,783
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,424,695
Grants and Similar Amounts Paid$2,155,657
Other Expenses$2,129,647
Total Fundraising Expense$200,481
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,361,196-$147,310$2,508,506
Grants to Domestic Individuals$2,155,657--$2,155,657
Other Employee Benefits$433,913-$2,583$436,496
Depreciation Depletion$402,054--$402,054
Current Officers, Directors, Trustees, and Key Employees$285,290--$285,290
Office Expenses-$255,786-$255,786
Payroll Taxes$183,134-$11,269$194,403
Other Expenses$168,018$140,305-$168,018
All Other Expenses-$108,472$39,319$147,791
Interest-$107,091-$107,091
Insurance-$100,904-$100,904
Occupancy-$97,855-$97,855
Fees for Services Other-$68,207-$68,207
Information Technology-$48,552-$48,552
Total Functional Expenses$6,582,346$927,172$200,481$7,709,999

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$7,781,581
Expenses per Audited Statements$7,709,999
Total Expenses per Form 990$7,709,999
Expenses Not Reported on Form 990$71,582
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$213,131
Fundraising Direct Expenses$67,787
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Benefit$156,926$156,926$24,174$132,752
Golf Outing$56,205$56,205$4,363$51,842
Total Events$213,131$213,131$67,787$145,344
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$895,901

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-$535,169$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
Backup withholding compliance
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 11B

“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. If a conflict arises, the board member does not participate in the process, and there is a discussion on the conflict.”

Form 990, Part VI, Section B, Line 15

“The top management official's compensation was last reviewed in detail in july 2017. 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
Daniel Goldsmith
Title
Board Chair
Phone
6108277222
Signed
2018-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel Goldsmith
Formed
1939
Legal Domicile
Pa
Voting Board Members
19
Independent Board Members
19
Employees
88
Volunteers
94

Preparer

Firm
Cliftonlarsonallen Llp
Address
610 W GERMANTOWN PIKE STE 400, PLYMOUTH MEETING, PA 19462
Preparer
Bruce Braunewellcpa
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 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 expenses 3,795. Fundraising expenses 67,787.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“School store expenses 3,795. Fundraising expenses 67,787.”

Raw XML AppendixShowing 400 of 691 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0227830
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0246067
IRS990/AccountsReceivableGrp/BOYAmt064033
IRS990/AccountsReceivableGrp/EOYAmt031855
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0NON-PROFIT PRIVATE SCHOOL DEDICATED TO THE EDUCATION OF STUDENTS IN MIND, BODY AND CHARACTER.
IRS990/AllOtherContributionsAmt0518233
IRS990/AllOtherExpensesGrp/FundraisingAmt039319
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0108472
IRS990/AllOtherExpensesGrp/TotalAmt0147791
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MARK MURRAY
IRS990/BooksInCareOfDetail/PhoneNum06108277222
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01141 KIMBERTON ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHESTER SPRINGS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd019425
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt02332869
IRS990/CashNonInterestBearingGrp/EOYAmt02189338
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0285290
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0285290
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0245225
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt02 WOODLAND DRIVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0DALLAS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0PA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd018612
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0METZ CULINARY MANAGEMENT
IRS990/ContractorCompensationGrp/ServicesDesc0FOOD SERVICES
IRS990/CostOfGoodsSoldAmt03795
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0518233
IRS990/CYGrantsAndSimilarPaidAmt02155657
IRS990/CYInvestmentIncomeAmt029227
IRS990/CYOtherExpensesAmt02129647
IRS990/CYOtherRevenueAmt0222492
IRS990/CYProgramServiceRevenueAmt06986831
IRS990/CYRevenuesLessExpensesAmt046784
IRS990/CYSalariesCompEmpBnftPaidAmt03424695
IRS990/CYTotalExpensesAmt07709999
IRS990/CYTotalFundraisingExpenseAmt0200481
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt07756783
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0402054
IRS990/DepreciationDepletionGrp/TotalAmt0402054
IRS990/Desc0EDUCATION OF CHILDREN PRE-KINDERGARDEN THROUGH THROUGH GRADE 8.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt088
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountInd00
IRS990/ExpenseAmt06582346
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt068207
IRS990/FeesForServicesOtherGrp/TotalAmt068207
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1940.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1936960
IRS990/Form990PartVIISectionAGrp/PersonNm0DANIEL GOLDSMITH
IRS990/Form990PartVIISectionAGrp/PersonNm1ALEXANDER MANGANIELLO
IRS990/Form990PartVIISectionAGrp/PersonNm2PAUL GILBERT
IRS990/Form990PartVIISectionAGrp/PersonNm3DOUGLAS GESSL
IRS990/Form990PartVIISectionAGrp/PersonNm4GEORGE WM CAVALIERI
IRS990/Form990PartVIISectionAGrp/PersonNm5JONATHAN BRASSINGTON
IRS990/Form990PartVIISectionAGrp/PersonNm6LORI CIPRICH
IRS990/Form990PartVIISectionAGrp/PersonNm7ANTHONY J DIFRANCESCO JR
IRS990/Form990PartVIISectionAGrp/PersonNm8MAUREEN M FENDRICK
IRS990/Form990PartVIISectionAGrp/PersonNm9MARGARET FENNER
IRS990/Form990PartVIISectionAGrp/PersonNm10GUNTER GEIGER
IRS990/Form990PartVIISectionAGrp/PersonNm11LANCE HEFT
IRS990/Form990PartVIISectionAGrp/PersonNm12RENEE HENZE
IRS990/Form990PartVIISectionAGrp/PersonNm13JEFFREY LIPSON
IRS990/Form990PartVIISectionAGrp/PersonNm14STEVEN D LISK
IRS990/Form990PartVIISectionAGrp/PersonNm15R KIRK MORGAN
IRS990/Form990PartVIISectionAGrp/PersonNm16STACI WILLIAMS SEELY
IRS990/Form990PartVIISectionAGrp/PersonNm17GEORGE B VOSBURGH
IRS990/Form990PartVIISectionAGrp/PersonNm18CHRISTINE M WHALEY
IRS990/Form990PartVIISectionAGrp/PersonNm19SALLY KEIDEL
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/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19253437
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/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
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/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19HEAD OF SCHOOL
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01939
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt067787
IRS990/FundraisingGrossIncomeAmt0213131
IRS990/GainOrLossGrp/SecuritiesAmt08529
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GrantAmt02155657
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt02155657
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt02155657
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd01
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0637025
IRS990/GrossReceiptsAmt08456861
IRS990/GrossRentsGrp/RealAmt049704
IRS990/GrossSalesOfInventoryAmt04865
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt048552
IRS990/InformationTechnologyGrp/TotalAmt048552
IRS990/InsuranceGrp/ManagementAndGeneralAmt0100904
IRS990/InsuranceGrp/TotalAmt0100904
IRS990/IntangibleAssetsGrp/BOYAmt039896
IRS990/IntangibleAssetsGrp/EOYAmt029922
IRS990/InterestGrp/ManagementAndGeneralAmt0107091
IRS990/InterestGrp/TotalAmt0107091
IRS990/InventoriesForSaleOrUseGrp/BOYAmt03729
IRS990/InventoriesForSaleOrUseGrp/EOYAmt05222
IRS990/InvestmentIncomeGrp/ExclusionAmt020698
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt020698
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0470817
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0513313
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt018
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt06315681
IRS990/LandBldgEquipBasisNetGrp/BOYAmt07698382
IRS990/LandBldgEquipBasisNetGrp/EOYAmt07437236
IRS990/LandBldgEquipCostOrOtherBssAmt013752917
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0628496
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0MONTGOMERY 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/BOYAmt02555021
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt02464831
IRS990/NetAssetsOrFundBalancesBOYAmt06634154
IRS990/NetAssetsOrFundBalancesEOYAmt06703761
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt08529
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt08529
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0145344
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0145344
IRS990/NetIncomeOrLossGrp/ExclusionAmt01070
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt01070
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt049704
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt049704
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt022823
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt097855
IRS990/OccupancyGrp/TotalAmt097855
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0255786
IRS990/OfficeExpensesGrp/TotalAmt0255786
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt02583
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0433913
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0436496
IRS990/OtherExpensesGrp/Desc0TUITION REMISSION
IRS990/OtherExpensesGrp/Desc1FOOD SERVICE
IRS990/OtherExpensesGrp/Desc2MARKETING AND ADMISSION
IRS990/OtherExpensesGrp/Desc3GENERAL INSTRUCTIONAL
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0140305
IRS990/OtherExpensesGrp/ProgramServicesAmt0304720
IRS990/OtherExpensesGrp/ProgramServicesAmt1258734
IRS990/OtherExpensesGrp/ProgramServicesAmt229630
IRS990/OtherExpensesGrp/ProgramServicesAmt3168018
IRS990/OtherExpensesGrp/TotalAmt0304720
IRS990/OtherExpensesGrp/TotalAmt1258734
IRS990/OtherExpensesGrp/TotalAmt2169935
IRS990/OtherExpensesGrp/TotalAmt3168018
IRS990/OtherLiabilitiesGrp/BOYAmt01305603
IRS990/OtherLiabilitiesGrp/EOYAmt0895901
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/Desc1YEARBOOK REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt021873
IRS990/OtherRevenueMiscGrp/ExclusionAmt14501
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt021873
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt14501
IRS990/OtherRevenueTotalAmt026374
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0147310
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02361196
IRS990/OtherSalariesAndWagesGrp/TotalAmt02508506
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt011269
IRS990/PayrollTaxesGrp/ProgramServicesAmt0183134
IRS990/PayrollTaxesGrp/TotalAmt0194403
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt052858
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt062788
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt010040
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt011970
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0102842
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt091704
IRS990/PrincipalOfficerNm0DANIEL GOLDSMITH
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/RelatedOrExemptFuncIncomeAmt06883713
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1100468
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt22650
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06883713
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1100468
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt22650
IRS990/ProgSrvcAccomActy2Grp/Desc0FACILITIES RENTAL PROGRAM: RENTAL OF THE FACILITIES TO COMMUNITY GROUPS FOR ATHLETICS, ARTS, AND MEETINGS.
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt049704
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0503716
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02013234
IRS990/PYInvestmentIncomeAmt022153
IRS990/PYOtherExpensesAmt02026466
IRS990/PYOtherRevenueAmt0205015
IRS990/PYProgramServiceRevenueAmt06689764
IRS990/PYRevenuesLessExpensesAmt0-7589
IRS990/PYSalariesCompEmpBnftPaidAmt03388537
IRS990/PYTotalExpensesAmt07428237
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07420648
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt046784
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt049704
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$10,310,560
Liabilities
$3,606,799
Net assets
$6,703,761
Revenue
$7,756,783
Expenses
$7,709,999
Net income
$46,784
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
2017Detailed filing. Detailed filing data is available for this year.$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