Montgomery County Intermediate Unit Education Foundation

990EZ • Fiscal year 2013 • EIN 23-2984263

Jul 01, 2012 to Jun 30, 2013 • Filed on Sep 04, 2013

Organization Profile WWW.MCIUEF.ORG

1605 West Main Street19403

Siviq Scores

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

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

-28%

Higher net margin than 13% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

No value available

This filing does not contain officer compensation rows.

Source year 2013

-9.3%

Faster asset growth than 30% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

-3.3%

Faster revenue growth than 42% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet

Liabilities / Assets55th percentile

Assets

Down

$136,398

Down $13,970 (-9.3%) from 2012

Net Assets

Down

$136,398

Down $13,970 (-9.3%) from 2012

Liabilities

Flat

Flat from 2012

Revenue And Expenses

Liabilities / Revenue56th percentile Net Margin13th percentile

Revenue

Down

$49,948

Down $1,685 (-3.3%) from 2012

Expenses

$63,918

Up $1,298 (+2.1%) from 2012

Net Income

Down

-$13,970

Down $2,983 (-27%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

Highlighted filing

2013

Assets$136,398

Liabilities$0

Net Assets$136,398

Open 2013 Filing

Operations Trend

Revenue Growth42nd percentile

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

Highlighted filing

2013

Revenue$49,948

Expenses$63,918

Net Income-$13,970

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2012 to Jun 30, 2013
Signed: Sep 4, 2013
Return Version: 2012v2.1

Mission and Program Overview

Mission

Education opportunities for children with special needs

Filing and Contact Details

Filer

EIN: 23-2984263

Raw XML Appendix242 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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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	0	GEOFFREY SCHWARZ
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	1	DR ETTA LEE NURICK
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	2	WENDY EMERSON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	3	VALENTINA VILETTO ESQ
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	4	DR DENNIS HARKEN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	5	STAN WISLER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	6	DR LOIS ROBINSON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	7	MICHAEL RODDEN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	8	PHILIP SALKIN ESQ
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	9	GERARD MCGEEVER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	10	JOSEPH CHMIELEWSKI
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	11	DR JERRY W SHIVELEY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	1	VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	2	MEMBER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	3	MEMBER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	4	MEMBER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	5	TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	6	SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	7	MEMBER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	8	MEMBER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	9	MEMBER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	10	MEMBER
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IRS990EZ/OrganizationHadUBI	0	0
IRS990EZ/OtherChangesInNetAssets	0	0
IRS990EZ/OtherExpensesTotal	0	2438
IRS990EZ/PartVIAHghstPaidCntrctProfSer	0	NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl	0	NONE
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IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	0	EDUCATION, TRAINING AND TECHNOLOGY PROGRAMS FUNDING FOR THE ANDERSON SCHOOL AND SUMMER CAMP
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IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	2	72 SUMMER CAMPERSHIPS PROVIDED FOR STUDENTS WITH SPECIAL NEEDS
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations	0	25000
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations	1	12000
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations	2	24480
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IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses	1	12000
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses	2	24480
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IRS990EZ/SumOfTotalLiabilities/BOY	0	0
IRS990EZ/SumOfTotalLiabilities/EOY	0	0
IRS990EZ/TanningServicesProvided	0	0
IRS990EZ/TaxImposedUnderIRC4911	0	0
IRS990EZ/TaxImposedUnderIRC4912	0	0
IRS990EZ/TaxImposedUnderIRC4955	0	0
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1	0	1605 WEST MAIN STREET
IRS990EZ/TheBooksAreInCareOf/AddressUS/City	0	NORRISTOWN
IRS990EZ/TheBooksAreInCareOf/AddressUS/State	0	PA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode	0	194033468
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine1	0	STAN H WISLER FOUNDATION TREASURER
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber	0	6105398550
IRS990EZ/TotalAssets/BOY	0	150368
IRS990EZ/TotalAssets/EOY	0	136398
IRS990EZ/TotalExpenses	0	63918
IRS990EZ/TotalProgramServiceExpenses	0	61480
IRS990EZ/TotalRevenue	0	49948
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg	0	0
IRS990EZ/WebSite	0	N/A
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear	0	24452
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year	0	29643
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years	0	27824
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years	0	59156
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years	0	36010
IRS990ScheduleA/GiftsGrantsContribReceived170/Total	0	177085
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear	0	63
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus1Year	0	65
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years	0	69
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years	0	57
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus4Years	0	167
IRS990ScheduleA/GrossInvestmentIncome170/Total	0	421
IRS990ScheduleA/GrossReceiptsFromAdmissionsEtc	0	220994
IRS990ScheduleA/PubliclySupportedOrg170b1Avi	0	X
IRS990ScheduleA/PublicSupportPertcentage170	0	0.99760
IRS990ScheduleA/PublicSupportPertcentPriorYear	0	0.99740
IRS990ScheduleA/PublicSupportTotal170	0	177085
IRS990ScheduleA/ThirtyThreePercntTestsCY170	0	X
IRS990ScheduleA/Total170/CurrentTaxYear	0	24452
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year	0	29643
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IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years	0	59156
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years	0	36010
IRS990ScheduleA/Total170/Total	0	177085
IRS990ScheduleA/TotalSupport	0	177506
IRS990ScheduleB/ContributorInfo/AggregateContributions	0	RESTRICTED
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IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State	0	RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode	0	RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine1	0	RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber	0	RESTRICTED
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents	0	19991
IRS990ScheduleG/EventsInformation/FoodAndBeverageEvent1	0	6755
IRS990ScheduleG/EventsInformation/FoodAndBeverageEvent2	0	452
IRS990ScheduleG/EventsInformation/FoodAndBeverageTotalEvents	0	7207
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1	0	38502
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent2	0	6922
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal	0	45424
IRS990ScheduleG/EventsInformation/GrossRevenueEvent1	0	38502
IRS990ScheduleG/EventsInformation/GrossRevenueEvent2	0	6922
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents	0	45424
IRS990ScheduleG/EventsInformation/NameOfEvent1	0	GOLF CLASSIC
IRS990ScheduleG/EventsInformation/NameOfEvent2	0	FALL EVENT
IRS990ScheduleG/EventsInformation/NetIncomeSummary	0	25433
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent1	0	1668
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent2	0	87
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents	0	1755
IRS990ScheduleG/EventsInformation/RentFacilityCostsEvent1	0	10729
IRS990ScheduleG/EventsInformation/RentFacilityCostsEvent2	0	300
IRS990ScheduleG/EventsInformation/RentFacilityCostsTotalEvents	0	11029
IRS990ScheduleO/GeneralExplanation/Explanation	0	INTEREST 63..
IRS990ScheduleO/GeneralExplanation/Explanation	1	ACTIVITY CLASSIFICATION: EDUCATIONAL TRAINING AND TECHNOLOGY PROGRAMS. GRANTEE NAME: MONTGOMERY COUNTY INTERMEDIATE UNIT. DATE OF GIFT: 06/30/13. AMOUNT GIVEN: 25,000.
IRS990ScheduleO/GeneralExplanation/Explanation	2	ACTIVITY CLASSIFICATION: POST SECONDARY SCHOLARSHIPS. GRANTEE NAME: MULTIPLE. DATE OF GIFT: 06/30/13. AMOUNT GIVEN: 12,000.
IRS990ScheduleO/GeneralExplanation/Explanation	3	ACTIVITY CLASSIFICATION: SUMMER CAMPERSHIPS. GRANTEE NAME: MULTIPLE. DATE OF GIFT: 06/30/13. AMOUNT GIVEN: 24,480. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 61,480.
IRS990ScheduleO/GeneralExplanation/Explanation	4	DESCRIPTION: MANAGEMENT AND GENERAL. AMOUNT: 2,438.
IRS990ScheduleO/GeneralExplanation/Identifier	0	OTHER INVESTMENT INCOME
IRS990ScheduleO/GeneralExplanation/Identifier	1	GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/GeneralExplanation/Identifier	2	GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/GeneralExplanation/Identifier	3	GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/GeneralExplanation/Identifier	4	OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/ReturnReference	0	FORM 990-EZ, PART I, LINE 4
IRS990ScheduleO/GeneralExplanation/ReturnReference	1	FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference	2	FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference	3	FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference	4	FORM 990-EZ, PART I, LINE 16
TransferPrsnlBnftContractsDecl/Declaration	0	THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS	0	2016-03-07 17:11:31Z
ReturnHeader/Filer/EIN	0	232984263
ReturnHeader/Filer/Name/BusinessNameLine1	0	MONTGOMERY COUNTY INTERMEDIATE UNIT
ReturnHeader/Filer/Name/BusinessNameLine2	0	EDUCATION FOUNDATION
ReturnHeader/Filer/NameControl	0	MONT
ReturnHeader/Filer/Phone	0	6105398550
ReturnHeader/Filer/USAddress/AddressLine1	0	1605 WEST MAIN STREET
ReturnHeader/Filer/USAddress/City	0	NORRISTOWN
ReturnHeader/Filer/USAddress/State	0	PA
ReturnHeader/Filer/USAddress/ZIPCode	0	19403
ReturnHeader/Officer/AuthorizeThirdParty	0	1
ReturnHeader/Officer/DateSigned	0	2013-09-04
ReturnHeader/Officer/Name	0	STAN H WISLER
ReturnHeader/Officer/Phone	0	6105398550
ReturnHeader/Officer/Title	0	TREASURER
ReturnHeader/PreparerFirm/EIN	0	231518888
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	MAILLIE LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	PO BOX 680
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	OAKS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	194560680
ReturnHeader/Preparer/Name	0	EDWARD J FURMAN CPA
ReturnHeader/Preparer/Phone	0	6109351420
ReturnHeader/ReturnType	0	990EZ
ReturnHeader/TaxPeriodBeginDate	0	2012-07-01
ReturnHeader/TaxPeriodEndDate	0	2013-06-30
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2013-10-21T10:00:47-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing

Assets: $136,398
Liabilities: $0
Net assets: $136,398
Revenue: $49,948
Expenses: $63,918
Net income: -$13,970

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$1.36	$0.00	$1.36	$0.84	$0.40	$0.44
2024Detailed filing. Detailed filing data is available for this year.	$0.92	$0.00	$0.92	$0.32	$0.36	$0.04
2023Detailed filing. Detailed filing data is available for this year.	$0.96	$0.00	$0.96	$0.42	$0.32	$0.10
2022Detailed filing. Detailed filing data is available for this year.	$0.86	$0.00	$0.86	$0.26	$0.33	$0.06
2021Detailed filing. Detailed filing data is available for this year.	$0.92	$0.00	$0.92	$0.51	$0.75	$0.24
2020Detailed filing. Detailed filing data is available for this year.	$1.15	$0.00	$1.15	$0.42	$0.34	$0.08
2019Detailed filing. Detailed filing data is available for this year.	$1.08	$0.00	$1.08	$0.56	$0.54	$0.02
2018Detailed filing. Detailed filing data is available for this year.	$1.06	$0.00	$1.06	$0.45	$0.44	$0.00
2017Detailed filing. Detailed filing data is available for this year.	$1.05	$0.00	$1.05	$0.53	$0.41	$0.12
2016Detailed filing. Detailed filing data is available for this year.	$0.93	$0.00	$0.93	$0.40	$0.76	$0.36
2015Detailed filing. Detailed filing data is available for this year.	$1.29	$0.00	$1.29	$0.43	$0.47	$0.03
2014Detailed filing. Detailed filing data is available for this year.	$1.33	$0.00	$1.33	$0.55	$0.59	$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$1.36	$0.00	$1.36	$0.50	$0.64	$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$1.50	$0.00	$1.50	$0.52	$0.63	$0.11
2011Summary only. Only limited summary data is available for this year.	$1.61	$0.00		$0.57	$0.30	$0.28