Civic Intelligence

Montgomery County Intermediate Unit Education Foundation

990EZ • Fiscal year 2015 • EIN 23-2984263

Jul 01, 2014 to Jun 30, 2015 • Filed on Sep 18, 2015

2 W Lafayette StreetNorristown, PA 19401

(610) 755-9304

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

26th percentile

-7.9%

Higher net margin than 26% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

40th percentile

-2.6%

Faster asset growth than 40% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

22nd percentile

-22%

Faster revenue growth than 22% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$129,146

Down $3,398 (-2.6%) from 2014

Net Assets

Down

$129,146

Down $3,398 (-2.6%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$43,142

Down $12,004 (-22%) from 2014

Expenses

Down

$46,540

Down $12,460 (-21%) from 2014

Net Income

Up

-$3,398

Up $456 (+12%) from 2014

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $161,355Liabilities 2011: $02011Assets 2012: $150,368Liabilities 2012: $0Net Assets 2012: $150,3682012Assets 2013: $136,398Liabilities 2013: $0Net Assets 2013: $136,3982013Assets 2014: $132,544Liabilities 2014: $0Net Assets 2014: $132,5442014Assets 2015: $129,146Liabilities 2015: $0Net Assets 2015: $129,1462015Assets 2016: $93,381Liabilities 2016: $0Net Assets 2016: $93,3812016Assets 2017: $105,050Liabilities 2017: $0Net Assets 2017: $105,0502017Assets 2018: $105,503Liabilities 2018: $0Net Assets 2018: $105,5032018Assets 2019: $107,518Liabilities 2019: $0Net Assets 2019: $107,5182019Assets 2020: $115,353Liabilities 2020: $0Net Assets 2020: $115,3532020Assets 2021: $91,813Liabilities 2021: $0Net Assets 2021: $91,8132021Assets 2022: $85,551Liabilities 2022: $0Net Assets 2022: $85,5512022Assets 2023: $95,743Liabilities 2023: $0Net Assets 2023: $95,7432023Assets 2024: $92,196Liabilities 2024: $0Net Assets 2024: $92,1962024Assets 2025: $135,704Liabilities 2025: $0Net Assets 2025: $135,7042025

Highlighted filing

2015

Assets$129,146
Liabilities$0
Net Assets$129,146

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $57,350Expenses 2011: $29,665Net Income 2011: $27,6852011Revenue 2012: $51,633Expenses 2012: $62,620Net Income 2012: -$10,9872012Revenue 2013: $49,948Expenses 2013: $63,918Net Income 2013: -$13,9702013Revenue 2014: $55,146Expenses 2014: $59,000Net Income 2014: -$3,8542014Revenue 2015: $43,142Expenses 2015: $46,540Net Income 2015: -$3,3982015Revenue 2016: $39,774Expenses 2016: $75,539Net Income 2016: -$35,7652016Revenue 2017: $53,065Expenses 2017: $41,396Net Income 2017: $11,6692017Revenue 2018: $44,798Expenses 2018: $44,345Net Income 2018: $4532018Revenue 2019: $55,816Expenses 2019: $53,801Net Income 2019: $2,0152019Revenue 2020: $41,853Expenses 2020: $34,018Net Income 2020: $7,8352020Revenue 2021: $50,991Expenses 2021: $74,531Net Income 2021: -$23,5402021Revenue 2022: $26,498Expenses 2022: $32,760Net Income 2022: -$6,2622022Revenue 2023: $41,746Expenses 2023: $31,554Net Income 2023: $10,1922023Revenue 2024: $32,473Expenses 2024: $36,020Net Income 2024: -$3,5472024Revenue 2025: $83,607Expenses 2025: $40,099Net Income 2025: $43,5082025

Highlighted filing

2015

Revenue$43,142
Expenses$46,540
Net Income-$3,398
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Sep 18, 2015
Return Version
2014v5.0
Gross Receipts
$56,804
Mission and Program Overview

Mission

Education opportunities for children with special needs

Program Services

DescriptionGrantsExpenses
142 SUMMER CAMPERSHIPS PROVIDED FOR STUDENTS WITH SPECIAL NEEDS$33,430$33,430
32 POST SECONDARY SCHOLARSHIPS PROVIDED TO STUDENTS WITH SPECIAL NEEDS$7,000$7,000
EDUCATION, TRAINING AND TECHNOLOGY PROGRAMS FUNDING FOR THE ANDERSON SCHOOL AND SUMMER CAMP$3,456$3,456
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEOFFREY SCHWARZPresident-$0--
DR ETTA LEE NURICKVice President-$0--
WENDY EMERSONMember-$0--
VALENTINA VILETTO ESQMember-$0--
DR DENNIS HARKENMember-$0--
STAN WISLERTreasurer-$0--
DR LOIS ROBINSONSecretary-$0--
GERARD MCGEEVERMember-$0--
JOSEPH CHMIELEWSKIMember-$0--
RANDI CHUDMember-$0--
DR BRADLEY C LANDISSubstitue Executive Director-$0--
MICHAEL RODDENMember-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Classic$30,946$30,946$2,908$28,038
Fall Event$11,754$11,754$322$11,432
Total Events$42,700$42,700$13,662$29,038
Filing and Contact Details

Filer

Filer Name
Montgomery County Intermediate Unit
EIN
23-2984263
Phone
6107559304
Address
2 W LAFAYETTE STREET, NORRISTOWN, PA 19401

Signing Officer

Name
Stan H Wisler
Title
Treasurer
Phone
6107559304
Signed
2015-09-18
Discuss with paid preparer
Yes

Preparer

Firm
Maillie Llp
Address
PO BOX 680, OAKS, PA 19456-0680
Preparer
Edward J Furman CPA
Phone
6109351420
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest. Amount: 45.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: educational training and technology programs. Grantee name: montgomery county intermediate unit. Date of gift: 06/30/15. Amount given: 3,456.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: post secondary scholarships. Grantee name: multiple. Date of gift: 06/30/15. Amount given: 7,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: summer camperships. Grantee name: multiple. Date of gift: 06/30/15. Amount given: 33,430. Total included on form 990-ez, line 10: 43,886.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: management and general. Amount: 2,654.

Raw XML Appendix240 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/OfficerDirectorTrusteeEmplGrp/TitleTxt10SUBSTITUE EXECUTIVE DIRECTOR
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IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION OPPORTUNITIES FOR CHILDREN WITH SPECIAL NEEDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATION, TRAINING AND TECHNOLOGY PROGRAMS FUNDING FOR THE ANDERSON SCHOOL AND SUMMER CAMP
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt132 POST SECONDARY SCHOLARSHIPS PROVIDED TO STUDENTS WITH SPECIAL NEEDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2142 SUMMER CAMPERSHIPS PROVIDED FOR STUDENTS WITH SPECIAL NEEDS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 45.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: EDUCATIONAL TRAINING AND TECHNOLOGY PROGRAMS. GRANTEE NAME: MONTGOMERY COUNTY INTERMEDIATE UNIT. DATE OF GIFT: 06/30/15. AMOUNT GIVEN: 3,456.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: POST SECONDARY SCHOLARSHIPS. GRANTEE NAME: MULTIPLE. DATE OF GIFT: 06/30/15. AMOUNT GIVEN: 7,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: SUMMER CAMPERSHIPS. GRANTEE NAME: MULTIPLE. DATE OF GIFT: 06/30/15. AMOUNT GIVEN: 33,430. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 43,886.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: MANAGEMENT AND GENERAL. AMOUNT: 2,654.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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/BuildTS02016-02-25 16:41:14Z
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OAKS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0194560680
ReturnHeader/PreparerPersonGrp/PhoneNum06109351420
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWARD J FURMAN CPA
ReturnHeader/ReturnTs02015-10-14T12:13:41-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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