Civic Intelligence

Montgomery School

990 • Fiscal year 2019 • EIN 23-1352662

Jul 01, 2018 to Jun 30, 2019 • Filed on May 22, 2020

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

0.31x

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

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

66th percentile

0.45x

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

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

55th percentile

4.7%

Higher net margin than 55% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

78th percentile

$300,088

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

43rd percentile

1.8%

Faster asset growth than 43% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

20th percentile

-9.8%

Faster revenue growth than 20% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Assets

Up

$10,366,421

Up $182,814 (+1.8%) from 2018

Net Assets

Up

$7,114,214

Up $356,069 (+5.3%) from 2018

Liabilities

Down

$3,252,207

Down $173,255 (-5.1%) from 2018

Revenue

Down

$7,170,340

Down $775,525 (-9.8%) from 2018

Expenses

Down

$6,836,898

Down $1,040,145 (-13%) from 2018

Net Income

Up

$333,442

Up $264,620 (+384%) from 2018

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

2019

Assets$10,366,421
Liabilities$3,252,207
Net Assets$7,114,214

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

2019

Revenue$7,170,340
Expenses$6,836,898
Net Income$333,442
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 22, 2020
Return Version
2018v3.1
Gross Receipts
$7,459,623
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$7,159,903$6,852,715▼ $307,188
Savings and Temporary Cash Investments$1,760,722$2,203,672▲ $442,950
Investments in Publicly Traded Securities$547,262$594,606▲ $47,344
Cash and Non-Interest-Bearing Accounts$473,013$472,545▼ $468
Prepaid Expenses and Deferred Charges$129,181$125,574▼ $3,607
Accounts Receivable$92,487$104,460▲ $11,973
Pledges and Grants Receivable$18,065$9,875▼ $8,190
Inventories for Sale or Use$2,974$2,974→ $0
Total Assets$10,183,607$10,366,421▲ $182,814
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,351,148$2,263,702▼ $87,446
Deferred Revenue$765,638$674,872▼ $90,766
Accounts Payable and Accrued Expenses$308,676$313,633▲ $4,957
Total Liabilities$3,425,462$3,252,207▼ $173,255
Net Assets / Fund Balance
Unrestricted Net Assets$6,086,117$6,562,421▲ $476,304
Temporarily Rstr Net Assets$602,190$477,962▼ $124,228
Permanently Rstr Net Assets$69,838$73,831▲ $3,993
Total Net Assets Fund Balance$6,758,145$7,114,214▲ $356,069
Total Liabilities and Net Assets / Fund Balance$10,183,607$10,366,421▲ $182,814

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,442,334$5,558,123$11,000,457
Equipment$138,479$904,882$1,043,361
Leasehold Improvements$322,883$648,977$971,860
Land$949,019-$949,019

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$69,838$3,993--$73,831
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sarah Sally KeidelHead of SchoolFT$200,000$100,088$300,088
Allison B StingerDirector of DevelopmentFT$101,300-$101,300
Revenue and Support

Revenue Composition

Contributions and Grants
$1,749,115
Program Service Revenue
$5,363,825
Investment Income
$67,878
Other Revenue
$-10,478
All Other Contributions
$1,609,972
Change in Net Assets
$333,442

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,237,320
Revenue Not Reported on Financial Statements
$-66,980
Revenue Not Reported on Form 990
$-1,324,530
Other Revenue Adjustments
$-66,980
Total Revenue per Audited Statements
$5,912,790
Total Revenue per Form 990
$7,170,340
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,739,369
Other Expenses$1,750,372
Grants and Similar Amounts Paid$1,347,157
Total Fundraising Expense$191,322
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$970,461$1,599,601$100,917$2,670,979
Grants to Domestic Individuals$1,347,157--$1,347,157
Other Employee Benefits$318,679$236,425$14,861$569,965
Depreciation Depletion$145,252$237,368$13,668$396,288
Current Officers, Directors, Trustees, and Key Employees$116,436$174,655-$291,091
Payroll Taxes$79,764$120,624$6,946$207,334
Advertising$21,791$140,155-$161,946
Office Expenses$35,941$58,618$12,329$106,888
Interest-$99,860-$99,860
Occupancy$33,072$54,047$3,111$90,230
Insurance$30,548$49,921$2,874$83,343
Information Technology$27,849$24,047$17,408$69,304
Other Expenses$162,421$38,773$5,914$38,773
All Other Expenses$10,832$14,573$10,113$35,518
Conferences and Meetings$12,102$19,778$1,139$33,019
Fees for Services Legal$8,585$14,030$808$23,423
Fees for Services Accounting$8,430$13,777$793$23,000
Fees for Services Other$3,263$5,330$306$8,899
Travel$1,431$2,338$135$3,904
Total Functional Expenses$3,638,953$3,006,623$191,322$6,836,898

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$6,836,898
Total Expenses per Audited Statements$5,556,721
Expenses per Audited Statements$5,489,741
Expenses Not Reported on Financial Statements$1,347,157
Other Expense Adjustments$1,347,157
Expenses Not Reported on Form 990$66,980
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$66,865
Fundraising Gross Income$42,720
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Benefit$124,173$29,070$25,363$3,707
Golf Outing$57,690$13,650$9,385$4,265
Total Events$181,863$42,720$66,865$-24,145
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

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-$726,324$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. Annual disclosure is required.

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 may 2019 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 does not have any other compensated individuals that meet the internal revenue service 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
2020-05-22
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
93
Volunteers
100

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 the recognition and measurement of uncertain tax positions. The guidance clarifies the accounting for uncertainty in income taxes recognized in an entity's financial statements. The guidance further prescribes recognition and measurement of tax provisions taken or expected to be taken on a tax return that are not certain to be realized. The application of this standard has no impact on the school's financial statements. The school's income tax returns are subject to review and examination by federal authorities. The school is not aware of any activities that would jeopardize its tax-exempt status. The school is not aware of any activities that are subject to tax on unrelated business income or excise or other taxes.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Financial aid and scholarships -1,347,157.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Direct fundraising event expenses -66,865. Direct school store expenses -115.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Direct fundraising event expenses 66,865. Direct school store expenses 115.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Financial aid and scholarships 1,347,157.

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IRS990/Desc0EDUCATION OF CHILDREN PRE-KINDERGARDEN THROUGH THROUGH GRADE 8. IN THE ACADEMIC YEAR 2018-19, MONTGOMERY SCHOOL ENROLLED 250 STUDENTS FROM CHESTER COUNTY AND OTHER AREAS IN THE COMMONWEALTH OF PENNSYLVANIA.
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1937225
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/PersonNm0JONATHAN BRASSINGTON
IRS990/Form990PartVIISectionAGrp/PersonNm1HARRY CARPENTER
IRS990/Form990PartVIISectionAGrp/PersonNm2PATRICIA DAHM
IRS990/Form990PartVIISectionAGrp/PersonNm3MAUREEN FENDRICK
IRS990/Form990PartVIISectionAGrp/PersonNm4GUNTER GRANT GEIGER
IRS990/Form990PartVIISectionAGrp/PersonNm5DANIEL GOLDSMITH
IRS990/Form990PartVIISectionAGrp/PersonNm6KRISTINE ILARIA
IRS990/Form990PartVIISectionAGrp/PersonNm7JEFFREY LIPSON
IRS990/Form990PartVIISectionAGrp/PersonNm8MICHELE LONG
IRS990/Form990PartVIISectionAGrp/PersonNm9STEVEN D LISK
IRS990/Form990PartVIISectionAGrp/PersonNm10SAROJ RAMDAS
IRS990/Form990PartVIISectionAGrp/PersonNm11MORREEN RUKIN
IRS990/Form990PartVIISectionAGrp/PersonNm12JOSHUA STEWART
IRS990/Form990PartVIISectionAGrp/PersonNm13CHRISTOPHER TOMPKINS
IRS990/Form990PartVIISectionAGrp/PersonNm14CHRISTINE M WHALEY
IRS990/Form990PartVIISectionAGrp/PersonNm15STACI WILLIAMS SEELEY
IRS990/Form990PartVIISectionAGrp/PersonNm16ALEXANDER MANGANIELLO
IRS990/Form990PartVIISectionAGrp/PersonNm17DOUG GESSL
IRS990/Form990PartVIISectionAGrp/PersonNm18PAUL GILBERT
IRS990/Form990PartVIISectionAGrp/PersonNm19SARAH SALLY KEIDEL
IRS990/Form990PartVIISectionAGrp/PersonNm20ALLISON B STINGER
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/ReportableCompFromOrgAmt19262863
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20101300
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/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
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/TitleTxt15CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt16VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt17TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt18SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt19HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR OF DEVELOPMENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01939
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0139143
IRS990/FundraisingDirectExpensesAmt066865
IRS990/FundraisingGrossIncomeAmt042720
IRS990/GainOrLossGrp/OtherAmt0150
IRS990/GainOrLossGrp/SecuritiesAmt09415
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GrantAmt01347157
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01347157
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01347157
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd01
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0150
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0231718
IRS990/GrossReceiptsAmt07459623
IRS990/GrossSalesOfInventoryAmt01403
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt017408
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt024047
IRS990/InformationTechnologyGrp/ProgramServicesAmt027849
IRS990/InformationTechnologyGrp/TotalAmt069304
IRS990/InsuranceGrp/FundraisingAmt02874
IRS990/InsuranceGrp/ManagementAndGeneralAmt049921
IRS990/InsuranceGrp/ProgramServicesAmt030548
IRS990/InsuranceGrp/TotalAmt083343
IRS990/InterestGrp/ManagementAndGeneralAmt099860
IRS990/InterestGrp/TotalAmt099860
IRS990/InventoriesForSaleOrUseGrp/BOYAmt02974
IRS990/InventoriesForSaleOrUseGrp/EOYAmt02974
IRS990/InvestmentIncomeGrp/ExclusionAmt058313
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt058313
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0547262
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0594606
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt012
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt07111982
IRS990/LandBldgEquipBasisNetGrp/BOYAmt07159903
IRS990/LandBldgEquipBasisNetGrp/EOYAmt06852715
IRS990/LandBldgEquipCostOrOtherBssAmt013964697
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0222303
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt0196
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt0196
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/BOYAmt02351148
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt02263702
IRS990/NetAssetsOrFundBalancesBOYAmt06758145
IRS990/NetAssetsOrFundBalancesEOYAmt07114214
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt09565
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt09565
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-24145
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-24145
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt01288
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt01288
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt022627
IRS990/NoncashContributionsAmt010000
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt03111
IRS990/OccupancyGrp/ManagementAndGeneralAmt054047
IRS990/OccupancyGrp/ProgramServicesAmt033072
IRS990/OccupancyGrp/TotalAmt090230
IRS990/OfficeExpensesGrp/FundraisingAmt012329
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt058618
IRS990/OfficeExpensesGrp/ProgramServicesAmt035941
IRS990/OfficeExpensesGrp/TotalAmt0106888
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt014861
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0236425
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0318679
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0569965
IRS990/OtherExpensesGrp/Desc0LUNCHES AND SNACKS
IRS990/OtherExpensesGrp/Desc1REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc2GENERAL INSTRUCTIONAL
IRS990/OtherExpensesGrp/Desc3BAD DEBT
IRS990/OtherExpensesGrp/FundraisingAmt05914
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0102703
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt138773
IRS990/OtherExpensesGrp/ProgramServicesAmt0242092
IRS990/OtherExpensesGrp/ProgramServicesAmt162847
IRS990/OtherExpensesGrp/ProgramServicesAmt2162421
IRS990/OtherExpensesGrp/TotalAmt0242092
IRS990/OtherExpensesGrp/TotalAmt1171464
IRS990/OtherExpensesGrp/TotalAmt2162421
IRS990/OtherExpensesGrp/TotalAmt338773
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0REFUNDS AND REBATES
IRS990/OtherRevenueMiscGrp/Desc1PLAYBILL ADS
IRS990/OtherRevenueMiscGrp/Desc2YEARBOOK
IRS990/OtherRevenueMiscGrp/ExclusionAmt010731
IRS990/OtherRevenueMiscGrp/ExclusionAmt11107
IRS990/OtherRevenueMiscGrp/ExclusionAmt2345
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt010731
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt11107
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2345
IRS990/OtherRevenueTotalAmt012379
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0100917
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01599601
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0970461
IRS990/OtherSalariesAndWagesGrp/TotalAmt02670979
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt06946
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0120624
IRS990/PayrollTaxesGrp/ProgramServicesAmt079764
IRS990/PayrollTaxesGrp/TotalAmt0207334
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt069838
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt073831
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt018065
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt09875
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0129181
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0125574
IRS990/PrincipalOfficerNm0STACI WILLIAMS SEELEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710

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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
2019Detailed filing. Detailed filing data is available for this year.$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