Liabilities / Assets
61st percentile
Higher debt load relative to assets than 61% of similar nonprofits.
990 • Fiscal year 2018 • EIN 23-1352662
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
61st percentile
Higher debt load relative to assets than 61% of similar nonprofits.
Liabilities / Revenue
65th percentile
Higher debt load relative to revenue than 65% of similar nonprofits.
Net Margin
40th percentile
Higher net margin than 40% of similar nonprofits.
Top Officer Pay
75th percentile
Higher top officer pay than 75% of similar nonprofits.
Top officer pay equals 3.4% of source-year revenue.
Asset Growth
35th percentile
Faster asset growth than 35% of similar nonprofits.
Revenue Growth
45th percentile
Faster revenue growth than 45% of similar nonprofits.
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
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.
| Line | Beginning | End | Change |
|---|---|---|---|
| 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 | Book Value | Depreciation | Basis |
|---|---|---|---|
| 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 |
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 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 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| SARAH 'SALLY' KEIDEL | Head of School | FT | $192,400 | $79,211 | $271,611 |
| Name | Title |
|---|---|
| Daniel Goldsmith | Chair |
| Alexander Manganiello | Vice Chair |
| Christine Waley | Trustee |
| Christopher Tompkins | Trustee |
| Gunter Geiger | Trustee |
| Harry Carpenter | Trustee |
| Jeffrey Lipson | Trustee |
| Jonathan Brassington | Trustee |
| Joshua Stewart | Trustee |
| Kristine Ilaria | Trustee |
| Lance Hoft | Trustee |
| Lori Ciprich | Trustee |
| Margaret Fenner | Trustee |
| Maureen Fendrick | Trustee |
| Patricia Dahm | Trustee |
| Renee Henze | Trustee |
| Staci Williams Seely | Trustee |
| Steven Lisk | Trustee |
| Douglas Gessl | Secretary |
| Paul Gilbert | Treasurer |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Metz Culinary Management | Food Services | 2 WOODLAND DRIVE, Dallas, PA 18612 | $229,317 |
| Line Item | Amount |
|---|---|
| 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 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| 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 |
| Line Item | Amount |
|---|---|
| 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 |
| Line Item | Amount |
|---|---|
| Fundraising Gross Income | $233,141 |
| Fundraising Direct Expenses | $65,933 |
| Professional Fundraising Fees | $0 |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net 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 |
| Liability | Amount |
|---|---|
| Advanced Tuition and Deposits | $765,638 |
| Bond | Issuer | Issued | Issue Price | Purpose |
|---|---|---|---|---|
| A | Central and Western Chester County Industrial Development Authority | 2010-12-23 | $3,000,000 | Refunding of the issuer's economic development revenue bonds |
| Bond | Total Proceeds | Spent | Retired | Issuance Costs |
|---|---|---|---|---|
| A | $3,000,000 | - | $628,904 | $60,000 |
“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.”
“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.”
“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.”
“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.”
“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”
“The endowment fund is for the purpose of supporting the future operations of the organization.”
“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.”
“Financial aid and scholarships -2,396,150. Direct school store expenses 1,218. Direct fundraising event expenses 65,933.”
“Direct fundraising event expenses 65,933. Direct school store expenses 1,218.”
“Financial aid and scholarships 2,396,150.”
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/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 246067 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 308676 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 31855 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 92487 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | NON-PROFIT PRIVATE SCHOOL DEDICATED TO THE EDUCATION OF STUDENTS IN MIND, BODY AND CHARACTER. |
| IRS990/AllOtherContributionsAmt | 0 | 896438 |
| IRS990/AllOtherExpensesGrp/FundraisingAmt | 0 | 35606 |
| IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt | 0 | 89861 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 125467 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | JAMES MCCONNEL |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 6108277222 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1141 KIMBERTON ROAD |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | CHESTER SPRINGS |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | PA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 19425 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 2189338 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 2233735 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 1 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 229317 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 2 WOODLAND DRIVE |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | DALLAS |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | PA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 18612 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | METZ CULINARY MANAGEMENT |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | FOOD SERVICES |
| IRS990/CostOfGoodsSoldAmt | 0 | 1218 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 896438 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 2396150 |
| IRS990/CYInvestmentIncomeAmt | 0 | 73467 |
| IRS990/CYOtherExpensesAmt | 0 | 1977789 |
| IRS990/CYOtherRevenueAmt | 0 | 193210 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 6782750 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 68822 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 3503104 |
| IRS990/CYTotalExpensesAmt | 0 | 7877043 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 136523 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 7945865 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/DepreciationDepletionGrp/ProgramServicesAmt | 0 | 400013 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 400013 |
| IRS990/Desc | 0 | EDUCATION OF CHILDREN PRE-KINDERGARDEN THROUGH THROUGH GRADE 8. |
| IRS990/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 88 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | 1 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/EscrowAccountInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 6914262 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 47533 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 47533 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 13 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 14 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 15 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 16 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 17 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 18 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 19 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 20 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 11 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 12 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 13 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 14 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 15 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 16 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 17 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 18 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 19 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 17 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 18 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 19 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 20 | 9995 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | DANIEL GOLDSMITH |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | ALEXANDER MANGANIELLO |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | PAUL GILBERT |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | DOUGLAS GESSL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | MARGARET FENNER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | STACI WILLIAMS SEELY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | JONATHAN BRASSINGTON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | LORI CIPRICH |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | HARRY CARPENTER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | PATRICIA DAHM |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | MAUREEN FENDRICK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | GUNTER GEIGER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | LANCE HOFT |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | RENEE HENZE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 14 | KRISTINE ILARIA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 15 | JEFFREY LIPSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 16 | STEVEN LISK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 17 | JOSHUA STEWART |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 18 | CHRISTOPHER TOMPKINS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 19 | CHRISTINE WALEY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 20 | SARAH 'SALLY' KEIDEL |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 17 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 18 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 19 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 20 | 261616 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 17 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 18 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 19 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 20 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | VICE CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 15 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 16 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 17 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 18 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 19 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 20 | HEAD OF SCHOOL |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1939 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 1 |
| IRS990/FundraisingDirectExpensesAmt | 0 | 65933 |
| IRS990/FundraisingGrossIncomeAmt | 0 | 233141 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 35805 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 19 |
| IRS990/GrantAmt | 0 | 2396150 |
| IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt | 0 | 2396150 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 2396150 |
| IRS990/GrantsToIndividualsInd | 0 | 1 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 1 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 35805 |
| IRS990/GrossReceiptsAmt | 0 | 8013016 |
| IRS990/GrossSalesOfInventoryAmt | 0 | 2770 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 19 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt | 0 | 41979 |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 41979 |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 94937 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 94937 |
| IRS990/InterestGrp/ManagementAndGeneralAmt | 0 | 103546 |
| IRS990/InterestGrp/TotalAmt | 0 | 103546 |
| IRS990/InventoriesForSaleOrUseGrp/BOYAmt | 0 | 5222 |
| IRS990/InventoriesForSaleOrUseGrp/EOYAmt | 0 | 2974 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 37662 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 37662 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 513313 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 547262 |
| IRS990/InvestTaxExemptBondsInd | 0 | 0 |
| IRS990/IRPDocumentCnt | 0 | 18 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 6715694 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 7437236 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 7159903 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 13875597 |
| IRS990/LegalDomicileStateCd | 0 | PA |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 0 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | 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/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt | 0 | 2434909 |
| IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt | 0 | 2351148 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 6703761 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 6758145 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 35805 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 35805 |
| IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt | 0 | 167208 |
| IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt | 0 | 167208 |
| IRS990/NetIncomeOrLossGrp/ExclusionAmt | 0 | 1552 |
| IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 1552 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | -14438 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 88054 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 88054 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 240894 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 240894 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OnBehalfOfIssuerInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt | 0 | 481123 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 481123 |
| IRS990/OtherExpensesGrp/Desc | 0 | TUITION REMISSION |
| IRS990/OtherExpensesGrp/Desc | 1 | FOOD SERVICE |
| IRS990/OtherExpensesGrp/Desc | 2 | GENERAL INSTRUCTIONAL |
| IRS990/OtherExpensesGrp/Desc | 3 | MARKETING AND ADMISSION |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 119454 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 302986 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 231122 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 158862 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 3 | 22942 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 302986 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 231122 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 158862 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 142396 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 895901 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 765638 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 900099 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 1 | 900099 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | MISCELLANEOUS INCOME |
| IRS990/OtherRevenueMiscGrp/Desc | 1 | YEARBOOK REVENUE |
| IRS990/OtherRevenueMiscGrp/ExclusionAmt | 0 | 20792 |
| IRS990/OtherRevenueMiscGrp/ExclusionAmt | 1 | 3658 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 20792 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 1 | 3658 |
| IRS990/OtherRevenueTotalAmt | 0 | 24450 |
| IRS990/OtherSalariesAndWagesGrp/FundraisingAmt | 0 | 100917 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 2727836 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 2828753 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 193228 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 193228 |
| IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt | 0 | 62788 |
| IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt | 0 | 69838 |
| IRS990/PledgesAndGrantsReceivableGrp/BOYAmt | 0 | 11970 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 18065 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 91704 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 129181 |
| IRS990/PrincipalOfficerNm | 0 | STACI WILLIAMS SEELEY |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 611710 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 611710 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 531190 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 3 | 900099 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | TUITION |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | EXTENDED DAY PROGRAM |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | FACILITIES RENTALS |
| IRS990/ProgramServiceRevenueGrp/Desc | 3 | FEES AND LUNCHES |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 6637650 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 94747 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 46603 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 3 | 3750 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 6637650 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 94747 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 46603 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 3 | 3750 |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | FACILITIES RENTAL PROGRAM: RENTAL OF THE FACILITIES TO COMMUNITY GROUPS FOR ATHLETICS, ARTS, AND MEETINGS. |
| IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt | 0 | 0 |
| IRS990/ProgSrvcAccomActy2Grp/GrantAmt | 0 | 0 |
| IRS990/ProgSrvcAccomActy2Grp/RevenueAmt | 0 | 46603 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 518233 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 2155657 |
| IRS990/PYInvestmentIncomeAmt | 0 | 29227 |
| IRS990/PYOtherExpensesAmt | 0 | 2129647 |
| IRS990/PYOtherRevenueAmt | 0 | 222492 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 6986831 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 46784 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 3424695 |
| IRS990/PYTotalExpensesAmt | 0 | 7709999 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 7756783 |
| IRS990/QuidProQuoContributionsInd | 0 | 1 |
| IRS990/QuidProQuoContriDisclInd | 0 | 1 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 68822 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 0 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 1 |
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Displayed year
2018 • Form 990Detailed filing. Detailed filing data is available for this year.