Civic Intelligence

Montgomery Inn Foundation

990PF • Fiscal year 2024 • EIN 37-1457248

Jan 01, 2024 to Dec 31, 2024 • Filed on Feb 04, 2025

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

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

48th percentile

1.4%

Higher net margin than 48% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

66th percentile

9.1%

Faster asset growth than 66% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

83rd percentile

53%

Faster revenue growth than 83% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$16,827

Up $1,402 (+9.1%) from 2023

Net Assets

Up

$16,827

Up $1,402 (+9.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin48th percentile

Revenue

Up

$101,402

Up $35,184 (+53%) from 2023

Expenses

Up

$100,000

Up $25,000 (+33%) from 2023

Net Income

Up

$1,402

Up $10,184 (+116%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth66th 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

2024

Assets$16,827
Liabilities$0
Net Assets$16,827
Open 2024 Filing

Operations Trend

Revenue Growth83rd 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

2024

Revenue$101,402
Expenses$100,000
Net Income$1,402
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 4, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay79th 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
2025-02-04
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 Appendix270 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIR., PRESIDENT, TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR, EXEC. V.P.
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt065597
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0326505
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt095001
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt070811
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt066664
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt036779
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt057250
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0100000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt095001
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0392102
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0297101
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0101402
OtherIncomeSchedule2/OtherIncomeDetail/Desc0GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0101402
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS GREGORY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05137911942
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-04
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/IRSResponsiblePrtyInfoCurrInd00
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/ReturnTs02025-02-11T10:47:01-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,827
Liabilities
$0
Net assets
$16,827
Revenue
$101,402
Expenses
$100,000
Net income
$1,402
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