Civic Intelligence

Montgomery Cotillion

990EZ • Fiscal year 2024 • EIN 47-2915624

May 01, 2023 to Apr 30, 2024 • Filed on Jul 12, 2024

Organization ProfileN/A
PO Box 1522Montgomery, TX 77356

(281) 541-0661

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2024

Net Margin

27th percentile

-10%

Higher net margin than 27% of similar nonprofits.

2024 filings • 501(c)3 • <$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 • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

13th percentile

-42%

Faster asset growth than 13% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

44th percentile

-1.0%

Faster revenue growth than 44% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$10,894

Down $7,842 (-42%) from 2023

Net Assets

Down

$10,894

Down $7,842 (-42%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin27th percentile

Revenue

Down

$78,235

Down $823 (-1.0%) from 2023

Expenses

Up

$86,077

Up $5,226 (+6.5%) from 2023

Net Income

Down

-$7,842

Down $6,049 (-337%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$30K$20K$10K$0Assets 2020: $7,053Net Assets 2020: $7,0532020Assets 2021: $20,576Net Assets 2021: $20,5762021Assets 2022: $27,580Net Assets 2022: $27,5802022Assets 2023: $18,736Net Assets 2023: $18,7362023Assets 2024: $10,894Net Assets 2024: $10,8942024Assets 2025: $28,691Net Assets 2025: $28,6912025

Highlighted filing

2024

Assets$10,894
Liabilities-
Net Assets$10,894
Open 2024 Filing

Operations Trend

Revenue Growth44th percentile

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

$150K$100K$50K$0-$50KRevenue 2020: $77,641Expenses 2020: $72,026Net Income 2020: $5,6152020Revenue 2021: $85,293Expenses 2021: $71,770Net Income 2021: $13,5232021Revenue 2022: $82,581Expenses 2022: $75,477Net Income 2022: $7,1042022Revenue 2023: $79,058Expenses 2023: $80,851Net Income 2023: -$1,7932023Revenue 2024: $78,235Expenses 2024: $86,077Net Income 2024: -$7,8422024Revenue 2025: $103,471Expenses 2025: $85,674Net Income 2025: $17,7972025

Highlighted filing

2024

Revenue$78,235
Expenses$86,077
Net Income-$7,842
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2023 to Apr 30, 2024
Signed
Jul 12, 2024
Return Version
2023v5.1
Gross Receipts
$82,259
Mission and Program Overview

Mission

The purpose of this organization shall be to advance the skills of social interactions for its members through exposure to a variety of of cultural situations.

Program Services

DescriptionGrantsExpenses
Formal Ball where members are presented to the Members family, Friends and the public. Includes formal dinner, presentation anddance. Includes all 130 members, guests and family.$0$45,361
Mother/Daughter Fashion show. Semi formal fashion showput on by the Senior Members, attended by all 130 Members and their Mothers$0$23,135
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer DosseyPresidentPT$0--
Korey BrewerVice PresidentPT$0--
Lisa CampbellCo-TreasurerPT$0--
Danielle RobertsCo-TreasurerPT$0--
Julie lOngCo-SecretaryPT$0--
Mary Ann ColemanCo-SecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Montgomery Cotillion
EIN
47-2915624
Phone
2815410661
Address
PO Box 1522, Montgomery, TX 77356

Signing Officer

Name
Lisa Campbell
Title
Treasurer
Phone
2815410661
Signed
2024-07-12

Preparer

Firm
Kenneth L Thomet CPA
Address
16955 WALDEN RD STE 118, MONTGOMERY, TX 77356
Preparer
Kenneth L Thomet
Phone
9365821550
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Refunds 841.”

Form 990EZ, Part I, Line 16

“Advertising”

Form 990EZ, Part I, Line 16

“orientation 327.”

Form 990EZ, Part I, Line 16

“fall ball 3398.”

Form 990EZ, Part I, Line 16

“senior night 5568.”

Form 990EZ, Part I, Line 16

“mother/daughter fashion show 23135.”

Form 990EZ, Part I, Line 16

“winter formal 45361.”

Form 990EZ, Part I, Line 16

“Bank Charges 1523.”

Form 990EZ, Part I, Line 16

“Board Meeting 238.”

Form 990EZ, Part I, Line 16

“Misc supplies 1023.”

Form 990EZ, Part I, Line 16

“Class Pictures”

Form 990EZ, Part I, Line 16

“Glass Slipper Expenses 329.”

Form 990EZ, Part I, Line 16

“Refunds 104.”

Raw XML Appendix193 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Lisa Campbell
IRS990EZ/BooksInCareOfDetail/PhoneNum07136281808
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 1522
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Montgomery
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077356
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt018736
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010894
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt019836
IRS990EZ/CostOfGoodsSoldAmt04024
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7842
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0375
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt018736
IRS990EZ/Form990TotalAssetsGrp/EOYAmt010894
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-2958
IRS990EZ/GrossReceiptsAmt082259
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt01066
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt060516
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt018736
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010894
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt018736
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010894
IRS990EZ/OccupancyRentUtltsAndMaintAmt04052
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jennifer Dossey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Korey Brewer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lisa Campbell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Danielle Roberts
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Julie lOng
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Mary Ann Coleman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Co-Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Co-Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Co-Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Co-Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt081006
IRS990EZ/OtherRevenueTotalAmt0841
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The purpose of this organization shall be to advance the skills of social interactions for its members through exposure to a variety of of cultural situations.
IRS990EZ/PrintingPublicationsPostageAmt0644
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Formal Ball where members are presented to the Members family, Friends and the public. Includes formal dinner, presentation anddance. Includes all 130 members, guests and family.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Mother/Daughter Fashion show. Semi formal fashion showput on by the Senior Members, attended by all 130 Members and their Mothers
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt045361
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt123135
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt086077
IRS990EZ/TotalProgramServiceExpensesAmt068496
IRS990EZ/TotalRevenueAmt078235
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt080296
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt080344
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt082701
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt085955
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt077642
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0406938
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0406938
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt080296
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt080344
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt082701
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt085955
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt077642
IRS990ScheduleA/Total509Grp/TotalAmt0406938
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0406938
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Refunds 841.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2orientation 327.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3fall ball 3398.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4senior night 5568.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5mother/daughter fashion show 23135.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6winter formal 45361.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Bank Charges 1523.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Board Meeting 238.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Misc supplies 1023.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Class Pictures
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Glass Slipper Expenses 329.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Refunds 104.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Lisa Campbell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02815410661
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Montgomery Cotillion
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0472915624
ReturnHeader/Filer/PhoneNum02815410661
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1522
ReturnHeader/Filer/USAddress/CityNm0Montgomery
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077356
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0811549585
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KENNETH L THOMET CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016955 WALDEN RD STE 118
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONTGOMERY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077356
ReturnHeader/PreparerPersonGrp/PhoneNum09365821550
ReturnHeader/PreparerPersonGrp/PreparationDt02024-09-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kenneth L Thomet
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-09-24T09:50:43-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-05-01
ReturnHeader/TaxPeriodEndDt02024-04-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$10,894
Liabilities
-
Net assets
$10,894
Revenue
$78,235
Expenses
$86,077
Net income
-$7,842
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.29$0.29$1.03$0.86$0.18
2024Detailed filing. Detailed filing data is available for this year.$0.11$0.11$0.78$0.86$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.19$0.19$0.79$0.81$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.28$0.28$0.83$0.75$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.21$0.21$0.85$0.72$0.14
2020Detailed filing. Detailed filing data is available for this year.$0.07$0.07$0.78$0.72$0.06