Civic Intelligence

Montgomery Village Foundation Inc

990 • Fiscal year 2012 • EIN 52-0857236

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 30, 2013

Organization Profilewww.montgomeryvillage.com

View Organization Page

10120 Appleridge Road20886-1030
Siviq Scores

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

Liabilities / Assets

31st percentile

0.06x

Higher debt load relative to assets than 31% of similar nonprofits.

2012 filings • 501(c)4 • $10M-$25M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

63rd percentile

4.4%

Faster asset growth than 63% of similar nonprofits.

2012 filings • 501(c)4 • $10M-$25M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$12,927,480

Up $539,043 (+4.4%) from 2011

Net Assets

Up

$12,093,580

Up $602,383 (+5.2%) from 2011

Liabilities

Down

$833,900

Down $63,340 (-7.1%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$6,953,646

Down $782,150 (-10%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$30M$20M$10M$0Assets 2010: $11,210,378Liabilities 2010: $1,107,262Net Assets 2010: $10,103,1162010Assets 2011: $12,388,437Liabilities 2011: $897,240Net Assets 2011: $11,491,1972011Assets 2012: $12,927,480Liabilities 2012: $833,900Net Assets 2012: $12,093,5802012Assets 2013: $13,299,540Liabilities 2013: $1,051,373Net Assets 2013: $12,248,1672013Assets 2014: $13,974,185Liabilities 2014: $958,370Net Assets 2014: $13,015,8152014Assets 2015: $14,804,215Liabilities 2015: $1,069,728Net Assets 2015: $13,734,4872015Assets 2016: $16,010,938Liabilities 2016: $1,358,098Net Assets 2016: $14,652,8402016Assets 2017: $16,763,374Liabilities 2017: $1,095,848Net Assets 2017: $15,667,5262017Assets 2018: $17,467,578Liabilities 2018: $1,264,778Net Assets 2018: $16,202,8002018Assets 2019: $18,672,213Liabilities 2019: $1,390,398Net Assets 2019: $17,281,8152019Assets 2020: $21,195,086Liabilities 2020: $1,340,778Net Assets 2020: $19,854,3082020Assets 2021: $23,433,037Liabilities 2021: $1,676,342Net Assets 2021: $21,756,6952021Assets 2022: $23,968,372Liabilities 2022: $1,763,507Net Assets 2022: $22,204,8652022Assets 2023: $27,229,375Liabilities 2023: $1,553,655Net Assets 2023: $25,675,7202023Assets 2024: $29,669,503Liabilities 2024: $1,765,719Net Assets 2024: $27,903,7842024

Highlighted filing

2012

Assets$12,927,480
Liabilities$833,900
Net Assets$12,093,580
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15M$10M$5.0M$0Expenses 2010: $7,439,1622010Expenses 2011: $7,735,7962011Expenses 2012: $6,953,6462012Revenue 2013: $7,398,214Expenses 2013: $7,138,973Net Income 2013: $259,2412013Revenue 2014: $7,989,682Expenses 2014: $7,204,423Net Income 2014: $785,2592014Revenue 2015: $8,157,855Expenses 2015: $7,395,732Net Income 2015: $762,1232015Revenue 2016: $8,278,019Expenses 2016: $7,487,540Net Income 2016: $790,4792016Revenue 2017: $8,320,146Expenses 2017: $7,654,612Net Income 2017: $665,5342017Revenue 2018: $8,370,259Expenses 2018: $7,866,870Net Income 2018: $503,3892018Revenue 2019: $8,829,164Expenses 2019: $8,221,351Net Income 2019: $607,8132019Revenue 2020: $9,045,556Expenses 2020: $7,021,306Net Income 2020: $2,024,2502020Revenue 2021: $9,100,632Expenses 2021: $7,575,891Net Income 2021: $1,524,7412021Revenue 2022: $9,681,007Expenses 2022: $8,124,909Net Income 2022: $1,556,0982022Revenue 2023: $11,256,588Expenses 2023: $8,514,295Net Income 2023: $2,742,2932023Revenue 2024: $10,960,379Expenses 2024: $9,108,029Net Income 2024: $1,852,3502024

Highlighted filing

2012

Revenue-
Expenses$6,953,646
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 30, 2013
Return Version
2012v2.1
Gross Receipts
$10,477,855
Mission and Program Overview

Mission

Montgomery village foundation, inc. (the foundation), a non-profit membership corporation, was formed for the preservation, protection, and enhancement of the values and amenities in montgomery village, a planned community. The foundation has been delegated and assigned the powers of owning, maintaining, and administering the common properties and facilities, administering and enforcing the covenants and restrictions, and collecting and disbursing the assessments and charges created by covenants. Membership in the foundation is automatic with the purchase of a dwellingunit in montgomery village.

Major Activities

Activity 2
Designated user facilities fund - provides for the operation and maintenance of the community centers, pools, and tennis courts owned by the foundation. Assessments are levied only on members who are designated to use the facilities.
Activity 3
Community management fund - provides management services, at cost, to the homes corporations and condominium associations within montgomery village that contract for the service. Revenue is generated from the users of this function.
Filing and Contact Details

Filer

EIN
52-0857236
Raw XML AppendixShowing 400 of 540 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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IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome0403988
IRS990/ProgramServiceRevenue/TotalRevenueColumn0403988
IRS990/ProgramServiceRevenue/TotalRevenueColumn1141875
IRS990/ProgramServiceRevenue/UnrelatedBusinessRevenue0141875
IRS990/ProhibitedTaxShelterTrans00
IRS990/QuidProQuoContributions00
IRS990/ReconcilationOtherChanges00
IRS990/ReconcilationRevenueExpenses0823202
IRS990/ReconciliationUnrealizedInvest0-220819
IRS990/RegularMonitoringEnforcement01
IRS990/RelatedEntity00
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote01
IRS990/ReportInvestOthSecurities00
IRS990/ReportLandBldgEquip01
IRS990/ReportOtherAssets00
IRS990/ReportOtherLiabilities00
IRS990/ReportProgRelInvest00
IRS990/Revenue0666069
IRS990/RevenuesLessExpensesCY0823202
IRS990/RevenuesLessExpensesPriorYear0830914
IRS990/SalariesEtcCurrentYear04161535
IRS990/SalariesEtcPriorYear05029382
IRS990/SavingsAndTempCashInvestments/BOY0841731
IRS990/SavingsAndTempCashInvestments/EOY0507641
IRS990/ScheduleBRequired00
IRS990ScheduleC/AgreeToCarryoverPriorYear00
IRS990ScheduleC/OnlyInHouseLobbying00
IRS990ScheduleC/SubstantiallyAllDuesNondeduct01
IRS990ScheduleD/Buildings/BookValue0476289
IRS990ScheduleD/Buildings/Depreciation01101752
IRS990ScheduleD/Buildings/OtherCostOrOtherBasis01578041
IRS990ScheduleD/Equipment/BookValue0204568
IRS990ScheduleD/Equipment/Depreciation0956110
IRS990ScheduleD/Equipment/OtherCostOrOtherBasis01160678
IRS990ScheduleD/ExpensesNotRptdF99000
IRS990ScheduleD/ExpensesNotRptdOnFinStmt00
IRS990ScheduleD/ExpensesSubtotal06953646
IRS990ScheduleD/FootnoteInPartXIII0X
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0THE FOUNDATION HAS ADOPTED FASB ASC 740-10 AND ACCOUNTING STANDARDS UPDATE (ASU) 2009-06. AS PART OF THOSE ADOPTIONS, THE FOUNDATION CONSIDERED THE POSSIBILITY OF UNCERTAIN TAX POSITIONS AND THEIR IMPACT ON THE FINANCIAL POSITION OF THE FOUNDATION. THE MOST SIGNIFICANT TAX POSITIONS OF THE FOUNDATION ARE ITS TAX-EXEMPT STATUS AND THE DETERMINATION OF UNRELATED BUSINESS TAXABLE INCOME. AS OF DECEMBER 31, 2012 AND 2011, MANAGEMENT DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS. THE FOUNDATION ACCRUES INTEREST AND PENALTIES (IF APPLICABLE) IN INCOME TAXES PAYABLE ON THE STATEMENT OF FINANCIAL POSITION AND RECORDS ANY EXPENSE IN THE PROVISION FOR INCOME TAXES IN THE STATEMENT OF ACTIVITIES AND CHANGES IN NET ASSETS. THE FOUNDATION HAD NO PENALTIES OR INCOME TAXES FOR THE YEARS ENDED DECEMBER 31, 2012 AND 2011. PURSUANT TO INTERNAL REVENUE SERVICE RULES FOR THE STATUTE OF LIMITATIONS, THE FOUNDATION BELIEVES IT IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE, AND LOCAL INCOME TAX EXAMINATIONS BY TAXING AUTHORITIES FOR YEARS BEFORE 2009.
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier0DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference0PART X, LINE 2:
IRS990ScheduleD/NetUnrealizedGainsInvestments0-220819
IRS990ScheduleD/OtherLandBuildings/BookValue03026474
IRS990ScheduleD/OtherLandBuildings/Depreciation04597179
IRS990ScheduleD/OtherLandBuildings/OtherCostOrOtherBasis07623653
IRS990ScheduleD/RevenueNotRptdF9900-220819
IRS990ScheduleD/RevenueNotRptdOnFinStmt00
IRS990ScheduleD/RevenueSubtotal07776848
IRS990ScheduleD/TotalExpensesPerForm99006953646
IRS990ScheduleD/TotalOfBookValueLandBuildings03707331
IRS990ScheduleD/TotalRevenuePerForm99007776848
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt06953646
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt07556029
IRS990ScheduleJ/AnyNonFixedPayments00
IRS990ScheduleJ/BoardOrCommitteeApproval0X
IRS990ScheduleJ/CompBasedNetEarningsFilingOrg00
IRS990ScheduleJ/CompBasedNetEarningsRelateOrgs00
IRS990ScheduleJ/CompBasedOnRevenueOfFilingOrg00
IRS990ScheduleJ/CompBasedOnRevenueRelatedOrgs00
IRS990ScheduleJ/CompensationCommittee0X
IRS990ScheduleJ/CompensationSurvey0X
IRS990ScheduleJ/EquityBasedCompArrangement00
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg0159321
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg1145649
IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg015000

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$12,927,480
Liabilities
$833,900
Net assets
$12,093,580
Revenue
-
Expenses
$6,953,646
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$29.7$1.77$27.9$11.0$9.11$1.85
2023Detailed filing. Detailed filing data is available for this year.$27.2$1.55$25.7$11.3$8.51$2.74
2022Detailed filing. Detailed filing data is available for this year.$24.0$1.76$22.2$9.68$8.12$1.56
2021Detailed filing. Detailed filing data is available for this year.$23.4$1.68$21.8$9.10$7.58$1.52
2020Detailed filing. Detailed filing data is available for this year.$21.2$1.34$19.9$9.05$7.02$2.02
2019Detailed filing. Detailed filing data is available for this year.$18.7$1.39$17.3$8.83$8.22$0.61
2018Detailed filing. Detailed filing data is available for this year.$17.5$1.26$16.2$8.37$7.87$0.50
2017Detailed filing. Detailed filing data is available for this year.$16.8$1.10$15.7$8.32$7.65$0.67
2016Detailed filing. Detailed filing data is available for this year.$16.0$1.36$14.7$8.28$7.49$0.79
2015Detailed filing. Detailed filing data is available for this year.$14.8$1.07$13.7$8.16$7.40$0.76
2014Detailed filing. Detailed filing data is available for this year.$14.0$0.96$13.0$7.99$7.20$0.79
2013Detailed filing. Detailed filing data is available for this year.$13.3$1.05$12.2$7.40$7.14$0.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.9$0.83$12.1$6.95
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.4$0.90$11.5$7.74
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.2$1.11$10.1$7.44