Civic Intelligence

Montgomery School

990 • Fiscal year 2020 • EIN 23-1352662

Jul 01, 2019 to Jun 30, 2020 • Filed on May 14, 2021

Organization ProfileWWW.MONTGOMERYSCHOOL.ORG

View Organization Page

1141 Kimberton RoadChester Springs, PA 19425

(610) 827-7222

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.30x

Higher debt load relative to assets than 63% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

66th percentile

0.41x

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

31st percentile

-1.8%

Higher net margin than 31% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

84th percentile

$252,229

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

15th percentile

-4.0%

Faster asset growth than 15% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

45th percentile

0.1%

Faster revenue growth than 45% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$9,955,148

Down $411,273 (-4.0%) from 2019

Net Assets

Down

$7,012,444

Down $101,770 (-1.4%) from 2019

Liabilities

Down

$2,942,704

Down $309,503 (-9.5%) from 2019

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin31st percentile

Revenue

Up

$7,176,609

Up $6,269 (+0.1%) from 2019

Expenses

Up

$7,309,080

Up $472,182 (+6.9%) from 2019

Net Income

Down

-$132,471

Down $465,913 (-140%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

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

Highlighted filing

2020

Assets$9,955,148
Liabilities$2,942,704
Net Assets$7,012,444
Open 2020 Filing

Operations Trend

Revenue Growth45th percentile

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

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

Highlighted filing

2020

Revenue$7,176,609
Expenses$7,309,080
Net Income-$132,471
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 14, 2021
Return Version
2019v5.2
Gross Receipts
$7,176,609
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$6,852,715$6,608,165▼ $244,550
Savings and Temporary Cash Investments$2,203,672$1,250,332▼ $953,340
Cash and Non-Interest-Bearing Accounts$472,545$862,716▲ $390,171
Investments in Publicly Traded Securities$594,606$721,253▲ $126,647
Prepaid Expenses and Deferred Charges$125,574$281,161▲ $155,587
Pledges and Grants Receivable$9,875$151,208▲ $141,333
Accounts Receivable$104,460$77,339▼ $27,121
Inventories for Sale or Use$2,974$2,974→ $0
Total Assets$10,366,421$9,955,148▼ $411,273
Liabilities
Tax Exempt Bond Liabilities$2,263,702$2,172,687▼ $91,015
Deferred Revenue$674,872$424,997▼ $249,875
Accounts Payable and Accrued Expenses$313,633$345,020▲ $31,387
Total Liabilities$3,252,207$2,942,704▼ $309,503
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,562,421$6,643,994▲ $81,573
Net Assets With Donor Restrictions$551,793$368,450▼ $183,343
Total Net Assets Fund Balance$7,114,214$7,012,444▼ $101,770
Total Liabilities and Net Assets / Fund Balance$10,366,421$9,955,148▼ $411,273

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,235,911$5,861,659$11,097,570
Equipment$130,992$948,208$1,079,200
Leasehold Improvements$292,243$679,617$971,860
Land$949,019-$949,019

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$73,831$1,100--$74,931
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
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sarah Sally KeidelHead of SchoolFT$209,000$43,229$252,229
James S McconnelChief Financial OfficerFT$107,043$8,083$115,126
Allison B StingerDirector of DevelopmentFT$102,100$8,083$110,183

Board Members and Trustees

NameTitle
Staci Williams SeeleyChair
Patricia DahmVice Chair
Alexander F CabotTrustee
Anthony FerraroTrustee
Audrey PorterTrustee
Christine M WhaleyTrustee
Christopher TompkinsTrustee
Daniel GoldsmithTrustee
Danielle SchoeningerTrustee
Ed GrafTrustee
Gunter Grant GeigerTrustee
Harry CarpenterTrustee
Jason JohnsonTrustee
Jonathan BrassingtonTrustee
Joshua StewartTrustee
Kristine IlariaTrustee
Lauren GearyTrustee
Michele LongTrustee
Morreen RukinTrustee
Saroj RamdasTrustee
Steven D LiskTrustee
Paul GilbertSecretary
Doug GesslTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,671,941
Program Service Revenue
$5,443,028
Investment Income
$50,064
Other Revenue
$11,576
All Other Contributions
$952,041
Change in Net Assets
$-132,471

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded2$121,604Fair Market Value
Total Noncash Contributions2$121,604-

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,176,609
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-1,435,697
Total Revenue per Audited Statements
$5,740,912
Total Revenue per Form 990
$7,176,609
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,173,141
Other Expenses$1,669,541
Grants and Similar Amounts Paid$1,466,398
Total Fundraising Expense$244,213
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$959,393$1,795,579$83,000$2,837,972
Grants to Domestic Individuals$1,466,398--$1,466,398
Other Employee Benefits$366,189$296,452$11,090$673,731
Current Officers, Directors, Trustees, and Key Employees$216,340$146,126$27,043$389,509
Depreciation Depletion$134,674$230,409$12,420$377,503
Payroll Taxes$87,289$133,943$7,220$228,452
Advertising$8,956$124,906-$133,862
Office Expenses$40,835$70,258$20,301$131,394
Information Technology$35,426$46,483$22,836$104,745
Insurance$35,636$60,969$3,287$99,892
Interest-$96,293-$96,293
Occupancy$26,236$44,889$2,420$73,545
Fees for Services Other$24,231$41,460$2,236$67,927
All Other Expenses$9,965$11,786$44,320$66,071
Pension Plan Contributions$13,445$28,957$1,075$43,477
Conferences and Meetings$7,548$11,724$632$19,904
Fees for Services Legal$6,524$11,162$601$18,287
Fees for Services Accounting$5,160$8,829$476$14,465
Other Expenses$4,702$8,044$434$13,180
Travel$889$1,520$82$2,491
Total Functional Expenses$3,807,146$3,257,721$244,213$7,309,080

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$7,309,080
Expenses per Audited Statements$5,842,682
Total Expenses per Audited Statements$5,842,682
Expenses Not Reported on Financial Statements$1,466,398
Other Expense Adjustments$1,466,398
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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$2,750,597$817,339$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 35% controlled entity
No
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 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
2021-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Staci Williams Seeley
Formed
1939
Legal Domicile
Pa
Voting Board Members
23
Independent Board Members
23
Employees
85
Volunteers
75

Preparer

Firm
Cliftonlarsonallen Llp
Address
610 W GERMANTOWN PIKE SUITE 400, PLYMOUTH MEETING, PA 19462
Preparer
Bruce Braunewell CPA
Phone
2156433900
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

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

PART X, LINE 2:

“Montgomery school is tax-exempt under section 501(c)(3) of the internal revenue code (irc). 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 170(b)(1)(a)(ii) of the irc 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 -1,466,398.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Financial aid and scholarships 1,466,398.”

Raw XML AppendixShowing 400 of 752 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/Desc0EDUCATION OF CHILDREN PRE-KINDERGARDEN THROUGH THROUGH GRADE 8. IN THE ACADEMIC YEAR 2019-20, MONTGOMERY SCHOOL ENROLLED 243 STUDENTS FROM CHESTER COUNTY AND OTHER AREAS IN THE COMMONWEALTH OF PENNSYLVANIA.
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IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt240
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt250
IRS990/Form990PartVIISectionAGrp/PersonNm0SARAH SALLY KEIDEL
IRS990/Form990PartVIISectionAGrp/PersonNm1JAMES S MCCONNEL
IRS990/Form990PartVIISectionAGrp/PersonNm2ALLISON B STINGER
IRS990/Form990PartVIISectionAGrp/PersonNm3STACI WILLIAMS SEELEY
IRS990/Form990PartVIISectionAGrp/PersonNm4PATRICIA DAHM
IRS990/Form990PartVIISectionAGrp/PersonNm5DOUG GESSL
IRS990/Form990PartVIISectionAGrp/PersonNm6PAUL GILBERT
IRS990/Form990PartVIISectionAGrp/PersonNm7JONATHAN BRASSINGTON
IRS990/Form990PartVIISectionAGrp/PersonNm8ALEXANDER F CABOT
IRS990/Form990PartVIISectionAGrp/PersonNm9HARRY CARPENTER
IRS990/Form990PartVIISectionAGrp/PersonNm10ANTHONY FERRARO
IRS990/Form990PartVIISectionAGrp/PersonNm11LAUREN GEARY
IRS990/Form990PartVIISectionAGrp/PersonNm12GUNTER GRANT GEIGER
IRS990/Form990PartVIISectionAGrp/PersonNm13DANIEL GOLDSMITH
IRS990/Form990PartVIISectionAGrp/PersonNm14ED GRAF
IRS990/Form990PartVIISectionAGrp/PersonNm15KRISTINE ILARIA
IRS990/Form990PartVIISectionAGrp/PersonNm16JASON JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm17STEVEN D LISK
IRS990/Form990PartVIISectionAGrp/PersonNm18MICHELE LONG
IRS990/Form990PartVIISectionAGrp/PersonNm19AUDREY PORTER
IRS990/Form990PartVIISectionAGrp/PersonNm20SAROJ RAMDAS
IRS990/Form990PartVIISectionAGrp/PersonNm21MORREEN RUKIN
IRS990/Form990PartVIISectionAGrp/PersonNm22DANIELLE SCHOENINGER
IRS990/Form990PartVIISectionAGrp/PersonNm23JOSHUA STEWART
IRS990/Form990PartVIISectionAGrp/PersonNm24CHRISTOPHER TOMPKINS
IRS990/Form990PartVIISectionAGrp/PersonNm25CHRISTINE M WHALEY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0209000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1107043
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2102100
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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
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
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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/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/TitleTxt0HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR OF DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
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/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt23TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt24TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt25TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01939
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt023
IRS990/GovernmentGrantsAmt0719900
IRS990/GrantAmt01466398
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01466398
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01466398
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd01
IRS990/GrossReceiptsAmt07176609
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt023
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt022836
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt046483
IRS990/InformationTechnologyGrp/ProgramServicesAmt035426
IRS990/InformationTechnologyGrp/TotalAmt0104745
IRS990/InsuranceGrp/FundraisingAmt03287
IRS990/InsuranceGrp/ManagementAndGeneralAmt060969
IRS990/InsuranceGrp/ProgramServicesAmt035636
IRS990/InsuranceGrp/TotalAmt099892
IRS990/InterestGrp/ManagementAndGeneralAmt096293
IRS990/InterestGrp/TotalAmt096293
IRS990/InventoriesForSaleOrUseGrp/BOYAmt02974
IRS990/InventoriesForSaleOrUseGrp/EOYAmt02974
IRS990/InvestmentIncomeGrp/ExclusionAmt050064
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt050064
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0594606
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0721253
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt017
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt07489484
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06852715
IRS990/LandBldgEquipBasisNetGrp/EOYAmt06608165
IRS990/LandBldgEquipCostOrOtherBssAmt014097649
IRS990/LegalDomicileStateCd0PA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt01115
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt01115
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. (CONTINUED ON SCHEDULE O.) THE SCHOOL IS EQUALLY COMMITTED TO THE DEVELOPMENT OF EACH CHILD'S CHARACTER.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt07114214
IRS990/NetAssetsOrFundBalancesEOYAmt07012444
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt030701
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt06562421
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt06643994
IRS990/NoncashContributionsAmt0121604
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt02420
IRS990/OccupancyGrp/ManagementAndGeneralAmt044889
IRS990/OccupancyGrp/ProgramServicesAmt026236
IRS990/OccupancyGrp/TotalAmt073545
IRS990/OfficeExpensesGrp/FundraisingAmt020301
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt070258
IRS990/OfficeExpensesGrp/ProgramServicesAmt040835
IRS990/OfficeExpensesGrp/TotalAmt0131394
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt011090
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0296452
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0366189
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0673731
IRS990/OtherExpensesGrp/Desc0LUNCHES AND SNACKS
IRS990/OtherExpensesGrp/Desc1REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc2GENERAL INSTRUCTIONAL
IRS990/OtherExpensesGrp/Desc3DUES AND MEMBERSHIPS
IRS990/OtherExpensesGrp/FundraisingAmt04740
IRS990/OtherExpensesGrp/FundraisingAmt1434
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt087932
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt18044
IRS990/OtherExpensesGrp/ProgramServicesAmt0188478
IRS990/OtherExpensesGrp/ProgramServicesAmt151396
IRS990/OtherExpensesGrp/ProgramServicesAmt2117436
IRS990/OtherExpensesGrp/ProgramServicesAmt34702
IRS990/OtherExpensesGrp/TotalAmt0188478
IRS990/OtherExpensesGrp/TotalAmt1144068
IRS990/OtherExpensesGrp/TotalAmt2117436
IRS990/OtherExpensesGrp/TotalAmt313180
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0REFUNDS
IRS990/OtherRevenueMiscGrp/Desc1PLAYBILL ADS
IRS990/OtherRevenueMiscGrp/Desc2YEARBOOK
IRS990/OtherRevenueMiscGrp/ExclusionAmt08640
IRS990/OtherRevenueMiscGrp/ExclusionAmt11471
IRS990/OtherRevenueMiscGrp/ExclusionAmt2350

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,955,148
Liabilities
$2,942,704
Net assets
$7,012,444
Revenue
$7,176,609
Expenses
$7,309,080
Net income
-$132,471
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