Civic Intelligence

Montgomery School

990 • Fiscal year 2021 • EIN 23-1352662

Jul 01, 2020 to Jun 30, 2021 • Filed on May 11, 2022

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

73rd percentile

0.37x

Higher debt load relative to assets than 73% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

76th percentile

0.58x

Higher debt load relative to revenue than 76% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

11th percentile

-14%

Higher net margin than 11% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

61st percentile

$145,599

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

23rd percentile

-0.4%

Faster asset growth than 23% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

17th percentile

-12%

Faster revenue growth than 17% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Assets

Down

$9,910,694

Down $44,454 (-0.4%) from 2020

Net Assets

Down

$6,277,385

Down $735,059 (-10%) from 2020

Liabilities

Up

$3,633,309

Up $690,605 (+23%) from 2020

Revenue

Down

$6,307,400

Down $869,209 (-12%) from 2020

Expenses

Down

$7,162,561

Down $146,519 (-2.0%) from 2020

Net Income

Down

-$855,161

Down $722,690 (-546%) from 2020

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

2021

Assets$9,910,694
Liabilities$3,633,309
Net Assets$6,277,385

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

2021

Revenue$6,307,400
Expenses$7,162,561
Net Income-$855,161
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 11, 2022
Return Version
2020v4.2
Gross Receipts
$6,388,177
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$6,608,165$6,249,197▼ $358,968
Savings and Temporary Cash Investments$1,250,332$1,471,137▲ $220,805
Investments in Publicly Traded Securities$721,253$858,015▲ $136,762
Cash and Non-Interest-Bearing Accounts$862,716$658,921▼ $203,795
Pledges and Grants Receivable$151,208$338,258▲ $187,050
Prepaid Expenses and Deferred Charges$281,161$210,038▼ $71,123
Accounts Receivable$77,339$122,154▲ $44,815
Inventories for Sale or Use$2,974$2,974→ $0
Total Assets$9,955,148$9,910,694▼ $44,454
Liabilities
Tax Exempt Bond Liabilities$2,172,687$2,044,158▼ $128,529
Deferred Revenue$424,997$1,171,898▲ $746,901
Accounts Payable and Accrued Expenses$345,020$417,253▲ $72,233
Total Liabilities$2,942,704$3,633,309▲ $690,605
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,643,994$6,020,250▼ $623,744
Net Assets With Donor Restrictions$368,450$257,135▼ $111,315
Total Net Assets Fund Balance$7,012,444$6,277,385▼ $735,059
Total Liabilities and Net Assets / Fund Balance$9,955,148$9,910,694▼ $44,454

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,938,500$6,159,069$11,097,569
Equipment$99,355$979,845$1,079,200
Leasehold Improvements$262,323$709,537$971,860
Land$949,019-$949,019

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$74,931$20--$74,951
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sarah Sally KeidelFormer Officer (head of School)FT$124,810$20,789$145,599
Tom McmanusHead of SchoolFT$108,595$19,474$128,069
Andrew CoccoDirector of EnrollmentFT$102,900$17,749$120,649
James S McconnelChief Financial Officer to Aug 2021FT$116,653$2,266$118,919

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$846,818
Program Service Revenue
$5,455,255
Investment Income
$33,431
Other Revenue
$-28,104
All Other Contributions
$459,561
Change in Net Assets
$-855,161

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$105,367Fair Market Value
Other Non Cash Contri Table75$23,626Fair Market Value
Total Noncash Contributions77$128,993-

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,368,027
Revenue Not Reported on Financial Statements
$-60,627
Revenue Not Reported on Form 990
$-1,280,833
Other Revenue Adjustments
$-60,627
Total Revenue per Audited Statements
$5,087,194
Total Revenue per Form 990
$6,307,400
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,063,373
Other Expenses$1,697,753
Grants and Similar Amounts Paid$1,401,435
Total Fundraising Expense$201,487
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$925,472$1,704,628$87,131$2,717,231
Grants to Domestic Individuals$1,400,935--$1,400,935
Other Employee Benefits$366,183$304,308$14,727$685,218
Current Officers, Directors, Trustees, and Key Employees$210,269$146,850$26,284$383,403
Depreciation Depletion$129,387$216,762$12,819$358,968
Payroll Taxes$94,122$131,470$7,773$233,365
Information Technology$64,335$107,573$30,493$202,401
Advertising$6,232$101,617-$107,849
Office Expenses$35,499$58,821$3,478$97,798
Insurance$33,722$56,495$3,340$93,557
Interest-$66,878-$66,878
Pension Plan Contributions$13,040$29,998$1,118$44,156
Occupancy$14,204$23,798$1,408$39,410
All Other Expenses$2,669$34,654$698$38,021
Fees for Services Other$12,660$21,210$1,252$35,122
Fees for Services Accounting$11,891$19,921$1,178$32,990
Fees for Services Legal$7,057$11,823$700$19,580
Other Expenses$5,918$9,915$587$16,420
Travel$636$1,065$63$1,764
Grants to Domestic Orgs$500--$500
Conferences and Meetings$395--$395
Total Functional Expenses$3,770,599$3,190,475$201,487$7,162,561

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$7,162,561
Total Expenses per Audited Statements$5,822,253
Expenses per Audited Statements$5,761,626
Expenses Not Reported on Financial Statements$1,400,935
Other Expense Adjustments$1,400,935
Expenses Not Reported on Form 990$60,627
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$60,627
Fundraising Gross Income$27,469
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$45,855$21,219$426$20,793
Annual Benefit$68,363$6,250$19,486$-13,236
Total Events$114,218$27,469$60,627$-33,158
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 Authority2020-10-22$2,138,110Refunding of the issuer's economic development revenue bonds

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$2,138,110$2,138,110$70,203-

Bond Financing Compliance

No rebate due
No
Rebate not yet due
Yes
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
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 members of the executive committee of the board of trustees will review the form 990 in detail. The committee will also distribute it to the full board of trustees and be prepared to answer questions. The board distribution 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 immediately 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 march 2020 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
Chair
Phone
6108277222
Signed
2022-05-11
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
104
Volunteers
75

Preparer

Firm
Cliftonlarsonallen Llp
Address
610 W GERMANTOWN PIKE SUITE 400, PLYMOUTH MEETING, PA 19462
Preparer
Connie M Lira
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 -1,400,935.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Direct fundraising event expenses -60,627.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Direct fundraising event expenses 60,627.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Financial aid and scholarships 1,400,935.

Raw XML AppendixShowing 400 of 789 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 GRADE 8. IN THE ACADEMIC YEAR 2020-21, MONTGOMERY SCHOOL ENROLLED 247 STUDENTS FROM CHESTER COUNTY AND OTHER AREAS IN THE COMMONWEALTH OF PENNSYLVANIA.
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IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt020789
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt119474
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt217749
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt32266
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/PersonNm0SARAH SALLY KEIDEL
IRS990/Form990PartVIISectionAGrp/PersonNm1TOM MCMANUS
IRS990/Form990PartVIISectionAGrp/PersonNm2ANDREW COCCO
IRS990/Form990PartVIISectionAGrp/PersonNm3JAMES S MCCONNEL
IRS990/Form990PartVIISectionAGrp/PersonNm4STACI WILLIAMS SEELEY
IRS990/Form990PartVIISectionAGrp/PersonNm5PATRICIA DAHM
IRS990/Form990PartVIISectionAGrp/PersonNm6DOUG GESSL
IRS990/Form990PartVIISectionAGrp/PersonNm7PAUL GILBERT
IRS990/Form990PartVIISectionAGrp/PersonNm8ALEXANDER F CABOT
IRS990/Form990PartVIISectionAGrp/PersonNm9NIALL T DOHERTY
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/PersonNm16STEVEN D LISK
IRS990/Form990PartVIISectionAGrp/PersonNm17MICHELE LONG
IRS990/Form990PartVIISectionAGrp/PersonNm18AUDREY PORTER
IRS990/Form990PartVIISectionAGrp/PersonNm19SAROJ RAMDAS
IRS990/Form990PartVIISectionAGrp/PersonNm20MORREEN RUKIN
IRS990/Form990PartVIISectionAGrp/PersonNm21JOSHUA STEWART
IRS990/Form990PartVIISectionAGrp/PersonNm22CHRISTINE M WHALEY
IRS990/Form990PartVIISectionAGrp/PersonNm23JASON JOHNSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0124810
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1108595
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2102900
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3116653
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
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/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/TitleTxt0FORMER OFFICER (HEAD OF SCHOOL)
IRS990/Form990PartVIISectionAGrp/TitleTxt1HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR OF ENROLLMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHIEF FINANCIAL OFFICER TO AUG 2021
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt7SECRETARY
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 TO OCT 2020
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01939
IRS990/FormerOfcrEmployeesListedInd01
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt086749
IRS990/FundraisingDirectExpensesAmt060627
IRS990/FundraisingGrossIncomeAmt027469
IRS990/GainOrLossGrp/OtherAmt01000
IRS990/GainOrLossGrp/SecuritiesAmt03989
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GovernmentGrantsAmt0300508
IRS990/GrantAmt01401435
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01400935
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01400935
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0500
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0500
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt01000
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt024139
IRS990/GrossReceiptsAmt06388177
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt030493
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0107573
IRS990/InformationTechnologyGrp/ProgramServicesAmt064335
IRS990/InformationTechnologyGrp/TotalAmt0202401
IRS990/InsuranceGrp/FundraisingAmt03340
IRS990/InsuranceGrp/ManagementAndGeneralAmt056495
IRS990/InsuranceGrp/ProgramServicesAmt033722
IRS990/InsuranceGrp/TotalAmt093557
IRS990/InterestGrp/ManagementAndGeneralAmt066878
IRS990/InterestGrp/TotalAmt066878
IRS990/InventoriesForSaleOrUseGrp/BOYAmt02974
IRS990/InventoriesForSaleOrUseGrp/EOYAmt02974
IRS990/InvestmentIncomeGrp/ExclusionAmt028442
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt028442
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0721253
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0858015
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt027
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt07848451
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06608165
IRS990/LandBldgEquipBasisNetGrp/EOYAmt06249197
IRS990/LandBldgEquipCostOrOtherBssAmt014097648
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt020150
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0MONTGOMERY SCHOOL IGNITES EACH CHILD'S LOVE OF LEARNING AND FOSTERS THEIR INDIVIDUAL TALENTS DURING THE MOST FORMATIVE YEARS IN ORDER TO PREPARE THEM FOR FUTURE SUCCESS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt07012444
IRS990/NetAssetsOrFundBalancesEOYAmt06277385
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt04989
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt04989
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-33158
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-33158
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0120102
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt06643994
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt06020250
IRS990/NoncashContributionsAmt0128993
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt01408
IRS990/OccupancyGrp/ManagementAndGeneralAmt023798
IRS990/OccupancyGrp/ProgramServicesAmt014204
IRS990/OccupancyGrp/TotalAmt039410
IRS990/OfficeExpensesGrp/FundraisingAmt03478
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt058821
IRS990/OfficeExpensesGrp/ProgramServicesAmt035499
IRS990/OfficeExpensesGrp/TotalAmt097798
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt014727
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0304308
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0366183
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0685218
IRS990/OtherExpensesGrp/Desc0REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc1LUNCHES AND SNACKS
IRS990/OtherExpensesGrp/Desc2GENERAL INSTRUCTIONAL
IRS990/OtherExpensesGrp/Desc3DUES AND MEMBERSHIPS
IRS990/OtherExpensesGrp/FundraisingAmt08438
IRS990/OtherExpensesGrp/FundraisingAmt1587
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0142689
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt19915
IRS990/OtherExpensesGrp/ProgramServicesAmt085172
IRS990/OtherExpensesGrp/ProgramServicesAmt1206232
IRS990/OtherExpensesGrp/ProgramServicesAmt2144069
IRS990/OtherExpensesGrp/ProgramServicesAmt35918
IRS990/OtherExpensesGrp/TotalAmt0236299
IRS990/OtherExpensesGrp/TotalAmt1206232
IRS990/OtherExpensesGrp/TotalAmt2144069
IRS990/OtherExpensesGrp/TotalAmt316420
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/Desc1REFUNDS
IRS990/OtherRevenueMiscGrp/Desc2YEARBOOK
IRS990/OtherRevenueMiscGrp/ExclusionAmt02994
IRS990/OtherRevenueMiscGrp/ExclusionAmt11500
IRS990/OtherRevenueMiscGrp/ExclusionAmt2560
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02994
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt11500
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2560

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.9$8.08$5.83$8.36$8.91$0.55
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.0$6.70$6.31$8.40$8.14$0.26
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.5$5.66$5.81$7.21$7.56$0.35
2021Detailed filing. Detailed filing data is available for this year.$9.91$3.63$6.28$6.31$7.16$0.86
2020Detailed filing. Detailed filing data is available for this year.$9.96$2.94$7.01$7.18$7.31$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.4$3.25$7.11$7.17$6.84$0.33
2018Detailed filing. Detailed filing data is available for this year.$10.2$3.43$6.76$7.95$7.88$0.07
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.3$3.61$6.70$7.76$7.71$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.7$4.09$6.63$7.42$7.43$0.01
2015Detailed filing. Detailed filing data is available for this year.$10.7$4.03$6.64$7.03$7.14$0.11
2014Detailed filing. Detailed filing data is available for this year.$10.9$4.18$6.77$6.80$6.84$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.0$4.21$6.81$6.61
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.8$4.82$7.00$6.72
2011Summary only. Only limited summary data is available for this year.$12.2$4.88$7.32$6.42$6.75$0.34
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.9$4.32$7.62$6.46