Civic Intelligence

Montgomery Preservation Inc.

990 • Fiscal year 2021 • EIN 52-1402993

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 26, 2021

PO Box 4661Rockville, MD 20849

(240) 205-2387

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

97th percentile

90%

Higher net margin than 97% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

91st percentile

77%

Faster asset growth than 91% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

99th percentile

2590%

Faster revenue growth than 99% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$1,073,909

Up $468,269 (+77%) from 2020

Net Assets

Up

$1,073,909

Up $468,269 (+77%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$520,735

Up $501,377 (+2590%) from 2020

Expenses

Up

$52,466

Up $8,469 (+19%) from 2020

Net Income

Up

$468,269

Up $492,908 (+2001%) from 2020

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $896,347Liabilities 2010: $700Net Assets 2010: $895,6472010Assets 2011: $979,319Liabilities 2011: $700Net Assets 2011: $978,6192011Assets 2012: $919,408Liabilities 2012: $700Net Assets 2012: $918,7082012Assets 2013: $868,873Liabilities 2013: $1,100Net Assets 2013: $867,7732013Assets 2014: $842,776Liabilities 2014: $800Net Assets 2014: $841,9762014Assets 2015: $805,465Liabilities 2015: $500Net Assets 2015: $804,9652015Assets 2016: $752,299Liabilities 2016: $500Net Assets 2016: $751,7992016Assets 2017: $709,782Liabilities 2017: $400Net Assets 2017: $709,3822017Assets 2018: $669,751Liabilities 2018: $1,125Net Assets 2018: $668,6262018Assets 2019: $632,018Liabilities 2019: $1,739Net Assets 2019: $630,2792019Assets 2020: $605,640Liabilities 2020: $0Net Assets 2020: $605,6402020Assets 2021: $1,073,909Liabilities 2021: $0Net Assets 2021: $1,073,9092021Assets 2022: $983,224Liabilities 2022: $0Net Assets 2022: $983,2242022Assets 2023: $1,007,488Liabilities 2023: $0Net Assets 2023: $1,007,4882023Assets 2024: $987,737Liabilities 2024: $0Net Assets 2024: $987,7372024

Highlighted filing

2021

Assets$1,073,909
Liabilities$0
Net Assets$1,073,909

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2010: $44,079Expenses 2010: $88,554Net Income 2010: -$44,4752010Expenses 2011: $98,3192011Expenses 2012: $84,4682012Expenses 2013: $82,7912013Revenue 2014: $18,601Expenses 2014: $44,398Net Income 2014: -$25,7972014Revenue 2015: $15,225Expenses 2015: $52,236Net Income 2015: -$37,0112015Revenue 2016: $14,527Expenses 2016: $67,693Net Income 2016: -$53,1662016Revenue 2017: $8,710Expenses 2017: $51,127Net Income 2017: -$42,4172017Revenue 2018: $14,249Expenses 2018: $55,005Net Income 2018: -$40,7562018Revenue 2019: $13,754Expenses 2019: $52,101Net Income 2019: -$38,3472019Revenue 2020: $19,358Expenses 2020: $43,997Net Income 2020: -$24,6392020Revenue 2021: $520,735Expenses 2021: $52,466Net Income 2021: $468,2692021Revenue 2022: $24,310Expenses 2022: $42,047Net Income 2022: -$17,7372022Revenue 2023: $61,174Expenses 2023: $49,911Net Income 2023: $11,2632023Revenue 2024: $27,682Expenses 2024: $54,707Net Income 2024: -$27,0252024

Highlighted filing

2021

Revenue$520,735
Expenses$52,466
Net Income$468,269
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 26, 2021
Return Version
2020v4.0
Gross Receipts
$614,735
Mission and Program Overview

Mission

The mission of montgomery preservation, inc. Is to preserve, protect and promote montgomery county's rich architectural heritage and historic landscapes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$8,446$609,985▲ $601,539
Land, Buildings, and Equipment, Net$494,525$383,270▼ $111,255
Savings and Temporary Cash Investments$102,669$80,654▼ $22,015
Total Assets$605,640$1,073,909▲ $468,269
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$605,640$1,073,909▲ $468,269
Total Net Assets Fund Balance$605,640$1,073,909▲ $468,269
Total Liabilities and Net Assets / Fund Balance$605,640$1,073,909▲ $468,269

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$335,315$260,232$595,547
Leasehold Improvements$47,955$7,485$55,440
Equipment-$11,474$11,474
Compensation and Service Providers

Board Members and Trustees

NameTitle
Eileen McguckianPresident
Carol IrelandBoard Member
Diana KohnBoard Member
JULIA O'MALLEYBoard Member
Jean FindlayBoard Member
Jerry MccoyBoard Member
John SeryBoard Member
Karen BurdittBoard Member
Nancy PickardBoard Member
Susan SoderbergBoard Member
Wendy WoodlandBoard Member
Judith ChristensenSecretary
Sandra HeilerTreasurer
Mary ReardonVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$13,900
Program Service Revenue
$0
Investment Income
$506,835
Other Revenue
$0
All Other Contributions
$13,900
Change in Net Assets
$468,269
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$52,466
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$17,253--$17,253
Occupancy$13,679--$13,679
Fees for Services Legal$9,340--$9,340
Information Technology$3,177--$3,177
Fees for Services Accounting-$3,145-$3,145
Fees for Services Other$2,075--$2,075
Office Expenses$342--$342
Travel$250--$250
Other Expenses$50$36-$36
Total Functional Expenses$49,285$3,181$0$52,466
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7A

The organization has members who elect members of the governing board.

Form 990, Page 6, Part VI, Line 7B

Decisions are subject to the approval of the members.

Form 990, Page 6, Part VI, Line 11B

Reviewed by executive director and treasurer prior to authorizing filing.

Form 990, Page 6, Part VI, Line 19

The public can use the contact us feature on its website to request documents.

Filing and Contact Details

Filer

Filer Name
Montgomery Preservation Inc
EIN
52-1402993
Phone
2402052387
Address
PO BOX 4661, ROCKVILLE, MD 20849

Signing Officer

Name
Eileen Mcguckian
Title
President
Phone
3014687331
Signed
2021-11-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eileen Mcguckian
Formed
1984
Legal Domicile
Md
Voting Board Members
14
Independent Board Members
14
Employees
0

Preparer

Firm
Selby & Poulin Pa
Address
6187 EXECUTIVE BLVD, ROCKVILLE, MD 20852-3901
Preparer
Laura H Selby
Phone
3018810885
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IRS990/PYInvestmentIncomeAmt02669
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IRS990/PYProgramServiceRevenueAmt09084
IRS990/PYRevenuesLessExpensesAmt0-24639
IRS990/PYTotalExpensesAmt043997
IRS990/PYTotalRevenueAmt019358
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0468269
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IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0102669
IRS990/SavingsAndTempCashInvstGrp/EOYAmt080654
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt013900
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06022
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01514
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt031161
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt021
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt057
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt088
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03670
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt09084
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt011613
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt08170
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt07108
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt014192
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt08622
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IRS990ScheduleD/BuildingsGrp/BookValueAmt0335315
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0260232
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0595547
IRS990ScheduleD/EquipmentGrp/DepreciationAmt011474
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt011474
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt047955
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt07485
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt055440
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0383270
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS MEMBERS WHO ELECT MEMBERS OF THE GOVERNING BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DECISIONS ARE SUBJECT TO THE APPROVAL OF THE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REVIEWED BY EXECUTIVE DIRECTOR AND TREASURER PRIOR TO AUTHORIZING FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PUBLIC CAN USE THE CONTACT US FEATURE ON ITS WEBSITE TO REQUEST DOCUMENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MD
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt01073909
IRS990/TotalAssetsGrp/BOYAmt0605640
IRS990/TotalAssetsGrp/EOYAmt01073909
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt013900
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03181
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt049285
IRS990/TotalFunctionalExpensesGrp/TotalAmt052466
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalProgramServiceExpensesAmt049285
IRS990/TotalRevenueGrp/ExclusionAmt0506835
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0520735
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0605640
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01073909
IRS990/TravelGrp/ProgramServicesAmt0250
IRS990/TravelGrp/TotalAmt0250
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt011807 DINWIDDIE DRIVE
IRS990/USAddress/CityNm0ROCKVILLE
IRS990/USAddress/StateAbbreviationCd0MD
IRS990/USAddress/ZIPCd020852
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt014
IRS990/WebsiteAddressTxt0WWW.MONTGOMERYPRESERVATION.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EILEEN MCGUCKIAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03014687331
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTGOMERY PRESERVATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0521402993
ReturnHeader/Filer/PhoneNum02402052387
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4661
ReturnHeader/Filer/USAddress/CityNm0ROCKVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd020849
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208027276
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SELBY & POULIN PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06187 EXECUTIVE BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCKVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0208523901
ReturnHeader/PreparerPersonGrp/PhoneNum03018810885
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA H SELBY
ReturnHeader/ReturnTs02021-12-15T12:57:34-06:00
ReturnHeader/ReturnTypeCd0990

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.03$0.05$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.06$0.05$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.02$0.04$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.52$0.05$0.47
2020Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.02$0.04$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.01$0.05$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.01$0.06$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.01$0.05$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.01$0.07$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.80$0.02$0.05$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.02$0.04$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.00$0.87$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.92$0.00$0.92$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$0.00$0.98$0.10
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.00$0.90$0.04$0.09$0.04