Civic Intelligence

Montgomery Inn Foundation

990PF • Fiscal year 2019 • EIN 37-1457248

Jan 01, 2019 to Dec 31, 2019 • Filed on Jan 31, 2020

Organization Profile
9406 Main StreetCincinnati, OH 45242

(513) 791-1942

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

39th percentile

-1.5%

Higher net margin than 39% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

34th percentile

-5.0%

Faster asset growth than 34% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

57th percentile

4.9%

Faster revenue growth than 57% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$18,550

Down $970 (-5.0%) from 2018

Net Assets

Down

$18,550

Down $970 (-5.0%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin39th percentile

Revenue

Up

$66,530

Up $3,094 (+4.9%) from 2018

Expenses

Up

$67,500

Up $2,500 (+3.8%) from 2018

Net Income

Up

-$970

Up $594 (+38%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$30K$20K$10K$0Assets 2016: $14,172Liabilities 2016: $0Net Assets 2016: $14,1722016Assets 2017: $21,084Liabilities 2017: $0Net Assets 2017: $21,0842017Assets 2018: $19,520Liabilities 2018: $0Net Assets 2018: $19,5202018Assets 2019: $18,550Liabilities 2019: $0Net Assets 2019: $18,5502019Assets 2020: $7,530Liabilities 2020: $0Net Assets 2020: $7,5302020Assets 2021: $9,506Liabilities 2021: $0Net Assets 2021: $9,5062021Assets 2022: $24,207Liabilities 2022: $0Net Assets 2022: $24,2072022Assets 2023: $15,425Liabilities 2023: $0Net Assets 2023: $15,4252023Assets 2024: $16,827Liabilities 2024: $0Net Assets 2024: $16,8272024Assets 2025: $5,007Liabilities 2025: $0Net Assets 2025: $5,0072025

Highlighted filing

2019

Assets$18,550
Liabilities$0
Net Assets$18,550
Open 2019 Filing

Operations Trend

Revenue Growth57th percentile

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

$150K$100K$50K$0-$50KRevenue 2016: $70,693Expenses 2016: $65,000Net Income 2016: $5,6932016Revenue 2017: $66,912Expenses 2017: $60,000Net Income 2017: $6,9122017Revenue 2018: $63,436Expenses 2018: $65,000Net Income 2018: -$1,5642018Revenue 2019: $66,530Expenses 2019: $67,500Net Income 2019: -$9702019Revenue 2020: $48,980Expenses 2020: $60,000Net Income 2020: -$11,0202020Revenue 2021: $41,976Expenses 2021: $40,000Net Income 2021: $1,9762021Revenue 2022: $84,701Expenses 2022: $70,000Net Income 2022: $14,7012022Revenue 2023: $66,218Expenses 2023: $75,000Net Income 2023: -$8,7822023Revenue 2024: $101,402Expenses 2024: $100,000Net Income 2024: $1,4022024Revenue 2025: $38,180Expenses 2025: $50,000Net Income 2025: -$11,8202025

Highlighted filing

2019

Revenue$66,530
Expenses$67,500
Net Income-$970
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jan 31, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS T GREGORYDir., President, Treasurer-$0--
CHARLES D GREGORYDirector, Exec. V.P.-$0--
MARGARET G ANDREWSDirector, Exec. V.P.-$0--
VICTORIA A GREGORYDirector, Exec. V.P., Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Montgomery Inn Foundation
EIN
37-1457248
Phone
5137911942
Address
9406 MAIN STREET, CINCINNATI, OH 45242

Signing Officer

Name
Thomas Gregory
Title
President
Phone
5137911942
Signed
2020-01-31
Discuss with paid preparer
Yes

Preparer

Firm
Waldman & Company
Address
4500 COOPER ROAD SUITE 301, CINCINNATI, OH 45242
Preparer
Lawrence B Waldman
Phone
5137927100
Raw XML Appendix285 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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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01903
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01903
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt062847
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt057722
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt062983
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt076017
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt067344
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt067344
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0325166
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt065597
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt062847
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt057722
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt062983
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt076017
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt067500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt065597
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0392510
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0326913
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt066530
OtherIncomeSchedule2/OtherIncomeDetail/Desc0GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt066530
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS GREGORY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05137911942
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTGOMERY INN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0371457248
ReturnHeader/Filer/PhoneNum05137911942
ReturnHeader/Filer/USAddress/AddressLine1Txt09406 MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0CINCINNATI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045242
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0310926187
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WALDMAN & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04500 COOPER ROAD SUITE 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CINCINNATI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045242
ReturnHeader/PreparerPersonGrp/PhoneNum05137927100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAWRENCE B WALDMAN
ReturnHeader/ReturnTs02020-02-03T10:30:32-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,550
Liabilities
$0
Net assets
$18,550
Revenue
$66,530
Expenses
$67,500
Net income
-$970
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.38$0.50$0.12
2024Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$1.01$1.00$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.66$0.75$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.85$0.70$0.15
2021Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.42$0.40$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.49$0.60$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.67$0.68$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.63$0.65$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.67$0.60$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.71$0.65$0.06