Civic Intelligence

Montgomery School

990 • Fiscal year 2018 • EIN 23-1352662

Jul 01, 2017 to Jun 30, 2018 • Filed on Apr 23, 2019

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

61st percentile

0.34x

Higher debt load relative to assets than 61% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

65th percentile

0.43x

Higher debt load relative to revenue than 65% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

40th percentile

0.9%

Higher net margin than 40% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

75th percentile

$271,611

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

35th percentile

-1.2%

Faster asset growth than 35% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

45th percentile

2.4%

Faster revenue growth than 45% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Assets

Down

$10,183,607

Down $126,953 (-1.2%) from 2017

Net Assets

Up

$6,758,145

Up $54,384 (+0.8%) from 2017

Liabilities

Down

$3,425,462

Down $181,337 (-5.0%) from 2017

Revenue

Up

$7,945,865

Up $189,082 (+2.4%) from 2017

Expenses

Up

$7,877,043

Up $167,044 (+2.2%) from 2017

Net Income

Up

$68,822

Up $22,038 (+47%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$10,183,607
Liabilities$3,425,462
Net Assets$6,758,145

Operations Trend

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

2018

Revenue$7,945,865
Expenses$7,877,043
Net Income$68,822
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Apr 23, 2019
Return Version
2017v2.3
Gross Receipts
$8,013,016
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$7,437,236$7,159,903▼ $277,333
Cash and Non-Interest-Bearing Accounts$2,189,338$2,233,735▲ $44,397
Investments in Publicly Traded Securities$513,313$547,262▲ $33,949
Prepaid Expenses and Deferred Charges$91,704$129,181▲ $37,477
Accounts Receivable$31,855$92,487▲ $60,632
Pledges and Grants Receivable$11,970$18,065▲ $6,095
Inventories for Sale or Use$5,222$2,974▼ $2,248
Total Assets$10,280,638$10,183,607▼ $97,031
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,434,909$2,351,148▼ $83,761
Other Liabilities$895,901$765,638▼ $130,263
Accounts Payable and Accrued Expenses$246,067$308,676▲ $62,609
Total Liabilities$3,576,877$3,425,462▼ $151,415
Net Assets / Fund Balance
Unrestricted Net Assets$6,286,946$6,086,117▼ $200,829
Temporarily Rstr Net Assets$354,027$602,190▲ $248,163
Permanently Rstr Net Assets$62,788$69,838▲ $7,050
Total Net Assets Fund Balance$6,703,761$6,758,145▲ $54,384
Total Liabilities and Net Assets / Fund Balance$10,280,638$10,183,607▼ $97,031

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,704,384$5,236,802$10,941,186
Equipment$148,386$865,146$1,013,532
Leasehold Improvements$358,114$613,746$971,860
Land$949,019-$949,019

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$62,788$7,050--$69,838
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARAH 'SALLY' KEIDELHead of SchoolFT$192,400$79,211$271,611

Highest Paid Contractors

ContractorServicesLocationCompensation
Metz Culinary ManagementFood Services2 WOODLAND DRIVE, Dallas, PA 18612$229,317
Revenue and Support

Revenue Composition

Contributions and Grants
$896,438
Program Service Revenue
$6,782,750
Investment Income
$73,467
Other Revenue
$193,210
All Other Contributions
$896,438
Change in Net Assets
$68,822

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,945,865
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-2,328,999
Total Revenue per Audited Statements
$5,616,866
Total Revenue per Form 990
$7,945,865
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,503,104
Grants and Similar Amounts Paid$2,396,150
Other Expenses$1,977,789
Total Fundraising Expense$136,523
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,727,836-$100,917$2,828,753
Grants to Domestic Individuals$2,396,150--$2,396,150
Other Employee Benefits$481,123--$481,123
Depreciation Depletion$400,013--$400,013
Office Expenses-$240,894-$240,894
Payroll Taxes$193,228--$193,228
Other Expenses$22,942$119,454-$142,396
All Other Expenses-$89,861$35,606$125,467
Interest-$103,546-$103,546
Insurance-$94,937-$94,937
Occupancy-$88,054-$88,054
Fees for Services Other-$47,533-$47,533
Information Technology-$41,979-$41,979
Total Functional Expenses$6,914,262$826,258$136,523$7,877,043

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$7,877,043
Total Expenses per Audited Statements$5,548,044
Expenses per Audited Statements$5,480,893
Expenses Not Reported on Financial Statements$2,396,150
Other Expense Adjustments$2,396,150
Expenses Not Reported on Form 990$67,151
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$233,141
Fundraising Direct Expenses$65,933
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Benefit$157,152$157,152$40,158$116,994
Golf Outing$75,989$75,989$25,775$50,214
Total Events$233,141$233,141$65,933$167,208
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 and Deposits$765,638

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-$628,904$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
No
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 form 990 is prepared by an independent accounting firm then the executive committee of the board of trustees will review the form 990 in detail. The committee will then distribute it to the full board of trustees and be prepared to answer questions. This board review will be conducted prior to filing the form 990.

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

The conflict of interest policy applies to all trustees. 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 to the board of trustees. The board of trustees makes the final determination as to whether a conflict exists. 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 15A

The top management official's compensation was last reviewed by the board of trustees in detail in july 2017 when the written employment contract was finalized. A review and benchmarking against other similar schools was undertaken. The deliberation and final decision were timely documented. Form 990, part vii, line 15b: the organization did not have any other compensated individual that met the irs definition of officer or key employee.

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
Staci Williams Seeley
Title
Board Chair
Phone
6108277222
Signed
2019-04-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Staci Williams Seeley
Formed
1939
Legal Domicile
Pa
Voting Board Members
19
Independent Board Members
19
Employees
88
Volunteers
95

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:

Financial aid and scholarships -2,396,150. Direct school store expenses 1,218. Direct fundraising event expenses 65,933.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Direct fundraising event expenses 65,933. Direct school store expenses 1,218.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Financial aid and scholarships 2,396,150.

Raw XML AppendixShowing 400 of 679 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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IRS990/Form990PartVIISectionAGrp/PersonNm18CHRISTOPHER TOMPKINS
IRS990/Form990PartVIISectionAGrp/PersonNm19CHRISTINE WALEY
IRS990/Form990PartVIISectionAGrp/PersonNm20SARAH 'SALLY' 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/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20261616
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/ReportableCompFromRltdOrgAmt200
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/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20HEAD OF SCHOOL
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01939
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt065933
IRS990/FundraisingGrossIncomeAmt0233141
IRS990/GainOrLossGrp/SecuritiesAmt035805
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GrantAmt02396150
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt02396150
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt02396150
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd01
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt035805
IRS990/GrossReceiptsAmt08013016
IRS990/GrossSalesOfInventoryAmt02770
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt041979
IRS990/InformationTechnologyGrp/TotalAmt041979
IRS990/InsuranceGrp/ManagementAndGeneralAmt094937
IRS990/InsuranceGrp/TotalAmt094937
IRS990/InterestGrp/ManagementAndGeneralAmt0103546
IRS990/InterestGrp/TotalAmt0103546
IRS990/InventoriesForSaleOrUseGrp/BOYAmt05222
IRS990/InventoriesForSaleOrUseGrp/EOYAmt02974
IRS990/InvestmentIncomeGrp/ExclusionAmt037662
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt037662
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0513313
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0547262
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt018
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt06715694
IRS990/LandBldgEquipBasisNetGrp/BOYAmt07437236
IRS990/LandBldgEquipBasisNetGrp/EOYAmt07159903
IRS990/LandBldgEquipCostOrOtherBssAmt013875597
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
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/BOYAmt02434909
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt02351148
IRS990/NetAssetsOrFundBalancesBOYAmt06703761
IRS990/NetAssetsOrFundBalancesEOYAmt06758145
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt035805
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt035805
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0167208
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0167208
IRS990/NetIncomeOrLossGrp/ExclusionAmt01552
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt01552
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-14438
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt088054
IRS990/OccupancyGrp/TotalAmt088054
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0240894
IRS990/OfficeExpensesGrp/TotalAmt0240894
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0481123
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0481123
IRS990/OtherExpensesGrp/Desc0TUITION REMISSION
IRS990/OtherExpensesGrp/Desc1FOOD SERVICE
IRS990/OtherExpensesGrp/Desc2GENERAL INSTRUCTIONAL
IRS990/OtherExpensesGrp/Desc3MARKETING AND ADMISSION
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0119454
IRS990/OtherExpensesGrp/ProgramServicesAmt0302986
IRS990/OtherExpensesGrp/ProgramServicesAmt1231122
IRS990/OtherExpensesGrp/ProgramServicesAmt2158862
IRS990/OtherExpensesGrp/ProgramServicesAmt322942
IRS990/OtherExpensesGrp/TotalAmt0302986
IRS990/OtherExpensesGrp/TotalAmt1231122
IRS990/OtherExpensesGrp/TotalAmt2158862
IRS990/OtherExpensesGrp/TotalAmt3142396
IRS990/OtherLiabilitiesGrp/BOYAmt0895901
IRS990/OtherLiabilitiesGrp/EOYAmt0765638
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/Desc1YEARBOOK REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt020792
IRS990/OtherRevenueMiscGrp/ExclusionAmt13658
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt020792
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt13658
IRS990/OtherRevenueTotalAmt024450
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0100917
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02727836
IRS990/OtherSalariesAndWagesGrp/TotalAmt02828753
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt0193228
IRS990/PayrollTaxesGrp/TotalAmt0193228
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt062788
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt069838
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt011970
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt018065
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt091704
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0129181
IRS990/PrincipalOfficerNm0STACI WILLIAMS SEELEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/BusinessCd2531190
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0TUITION
IRS990/ProgramServiceRevenueGrp/Desc1EXTENDED DAY PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc2FACILITIES RENTALS
IRS990/ProgramServiceRevenueGrp/Desc3FEES AND LUNCHES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06637650
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt194747
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt246603
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt33750
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06637650
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt194747
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt246603
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt33750
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/RevenueAmt046603
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0518233
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02155657
IRS990/PYInvestmentIncomeAmt029227
IRS990/PYOtherExpensesAmt02129647
IRS990/PYOtherRevenueAmt0222492
IRS990/PYProgramServiceRevenueAmt06986831
IRS990/PYRevenuesLessExpensesAmt046784
IRS990/PYSalariesCompEmpBnftPaidAmt03424695
IRS990/PYTotalExpensesAmt07709999
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07756783
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt068822
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01

Document Assets

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Filings

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