Civic Intelligence

Montgomery County Public Schools Retirees Association Inc

EIN 52-1550852 • 501(c)6 • Rockville, MD

Profile

Association of retired school employees

PO Box 4367Rockville, MD 20849

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

55th percentile

0.01x

Higher debt load relative to assets than 55% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

62nd percentile

0.01x

Higher debt load relative to revenue than 62% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2021

Net Margin

94th percentile

47%

Higher net margin than 94% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$1,500

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2021

Asset Growth

81st percentile

21%

Faster asset growth than 81% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

97th percentile

166%

Faster revenue growth than 97% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$229,794

Up $39,445 (+21%) from 2020

Liabilities

Up

$1,200

Up $1,200 from 2020

Net Assets

Up

$228,594

Up $38,245 (+20%) from 2020

Revenue

Up

$81,076

Up $50,585 (+166%) from 2020

Expenses

Up

$42,831

Up $18,430 (+76%) from 2020

Net Income

Up

$38,245

Up $32,155 (+528%) from 2020

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2011: $152,505Liabilities 2011: $0Net Assets 2011: $152,5052011Assets 2012: $172,630Liabilities 2012: $02012Assets 2013: $178,110Liabilities 2013: $10,490Net Assets 2013: $167,6202013Assets 2014: $206,583Liabilities 2014: $19,525Net Assets 2014: $187,0582014Assets 2015: $191,488Liabilities 2015: $17,105Net Assets 2015: $174,3832015Assets 2016: $193,522Liabilities 2016: $21,997Net Assets 2016: $171,5252016Assets 2017: $214,156Liabilities 2017: $28,0512017Assets 2018: $190,849Liabilities 2018: $7,516Net Assets 2018: $183,3332018Assets 2019: $184,259Liabilities 2019: $0Net Assets 2019: $184,2592019Assets 2020: $190,349Liabilities 2020: $0Net Assets 2020: $190,3492020Assets 2021: $229,794Liabilities 2021: $1,200Net Assets 2021: $228,5942021

Highlighted filing

2021

Assets$229,794
Liabilities$1,200
Net Assets$228,594

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $85,777Expenses 2011: $93,263Net Income 2011: -$7,4862011Revenue 2012: $74,860Expenses 2012: $87,325Net Income 2012: -$12,4652012Revenue 2013: $87,863Expenses 2013: $92,873Net Income 2013: -$5,0102013Revenue 2014: $110,864Expenses 2014: $91,426Net Income 2014: $19,4382014Revenue 2015: $128,538Expenses 2015: $141,213Net Income 2015: -$12,6752015Revenue 2016: $57,845Expenses 2016: $60,703Net Income 2016: -$2,8582016Revenue 2017: $96,030Expenses 2017: $81,450Net Income 2017: $14,5802017Revenue 2018: $78,425Expenses 2018: $81,197Net Income 2018: -$2,7722018Revenue 2019: $46,150Expenses 2019: $45,224Net Income 2019: $9262019Revenue 2020: $30,491Expenses 2020: $24,401Net Income 2020: $6,0902020Revenue 2021: $81,076Expenses 2021: $42,831Net Income 2021: $38,2452021

Highlighted filing

2021

Revenue$81,076
Expenses$42,831
Net Income$38,245

Filings

Latest Detailed Filing

The latest 2021 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2019 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 13, 2019
Return Version
2018v3.1
Gross Receipts
$46,150
Mission and Program Overview

Mission

Association of retired school employees

Program Services

DescriptionGrantsExpenses
PublicationsFive annual newsletters provide information to members.Website is up to date for easy access to information.--
Hospitality/LuncheonsQuarterly lunch meetings provide timely information andeducation to members.--
Educational TripsEducational trips provide a broad base of informationand education to members.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Juliette G TrevinoDirector / Mbr Chair-$1,500-$1,500
Dr Carol DahlbergPresidentPT$0--
Dr Russell G WrightVice PresidentPT$0--
Mary D'OvidioSecretary-$0--
Dr Kenneth K MuirTreasurer (Fy 19)PT$0--
Trish BendlerDirector-$0--
Joan DonovanDirector-$0--
Debra MunkDirector-$0--
Fred S EvansDirector-$0--
J Thomas HickmanDirector-$0--
Kenneth HuffDirector-$0--
LeeAnn KayeDirector-$0--
Nickie NearyDirector-$0--
Frieda J PriceDirector-$0--
Dr Stephen M RaucherDir./Imed Past Pres/Treas. Eff 7/1/19-$0--
Judy ReiffDirector-$0--
Joy G SchwabDirector-$0--
Harvey StrineDirector / Auditing Chair-$0--
Filing and Contact Details

Filer

Filer Name
Montgomery County Public Schools Retirees Association Inc
EIN
52-1550852
Phone
3013184969
Address
PO Box 4367, Rockville, MD 20849

Signing Officer

Name
Dr Stephen M Raucher
Title
Treasurer
Phone
3013184969
Signed
2019-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Laura Frene CPA & Associates LLC
Address
9005 CLIFFORD AVE, CHEVY CHASE, MD 20815
Preparer
Laura Frene
Phone
3017066707
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

Scholarships to students; Scholarships; 9 students: , , , ; none, 13500.

Form 990EZ, Part I, Line 16

Contributions 2160.

Form 990EZ, Part I, Line 16

Other miscellaneous 3458.

Form 990EZ, Part II, Line 24

Prepaid trip deposits 800.

Form 990EZ, Part II, Line 26

Deferred member dues 3330. 0.

Form 990EZ, Part II, Line 26

Deferred trip revenue 4186. 0.

Raw XML Appendix221 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Rockville
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Dr Russell G Wright
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Nickie Neary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Frieda J Price
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13Dr Stephen M Raucher
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14Judy Reiff
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm15Joy G Schwab
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm16Harvey Strine
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm17Juliette G Trevino
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer (FY 19)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13Dir./Imed Past Pres/Treas. eff 7/1/19
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt15Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt16Director / Auditing Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt17Director / Mbr Chair
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Hospitality/LuncheonsQuarterly lunch meetings provide timely information andeducation to members.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Educational TripsEducational trips provide a broad base of informationand education to members.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Scholarships to students; Scholarships; 9 students: , , , ; none, 13500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Contributions 2160.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Other miscellaneous 3458.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Prepaid trip deposits 800.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Deferred member dues 3330. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Deferred trip revenue 4186. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02020-11-06 18:47:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Dr Stephen M Raucher
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03013184969
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Montgomery County Public Schools Retirees Association Inc
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0521550852
ReturnHeader/Filer/PhoneNum03013184969
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 4367
ReturnHeader/Filer/USAddress/CityNm0Rockville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd020849
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ReturnHeader/FilingSecurityInformation/IPDt02020-02-10
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ReturnHeader/FilingSecurityInformation/IPTm006:02:37
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LAURA FRENE CPA & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09005 CLIFFORD AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHEVY CHASE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020815
ReturnHeader/PreparerPersonGrp/PhoneNum03017066707
ReturnHeader/PreparerPersonGrp/PreparationDt02020-02-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Laura Frene
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-02-10T06:02:41-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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