Civic Intelligence

Montevuecitizens Auxiliaries Inc

EIN 52-1631500 • 501(c)3 • Frederick, MD

Profile

The corporation is organized to promote the welfare and enhance the quality of life of the residents of the Montevue Assisted Living facility and the Citizens Care and Rehabilitation Center, located in Frederick, Maryland, with particular emphasis on the establishment of programs of occupational therapy and promotion of social activities for the residents of each facility.

514 Garden Gate DrFrederick, MD 21702

n/A

Siviq Scores

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

Liabilities / Assets

65th percentile

0.01x

Higher debt load relative to assets than 65% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

78th percentile

0.04x

Higher debt load relative to revenue than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

73rd percentile

19%

Higher net margin than 73% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

59th percentile

2.5%

Faster asset growth than 59% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

49th percentile

-3.5%

Faster revenue growth than 49% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$208,943

Up $5,177 (+2.5%) from 2024

Liabilities

Up

$1,095

Up $609 (+125%) from 2024

Net Assets

Up

$207,848

Up $4,568 (+2.2%) from 2024

Operations
Liabilities / Revenue78th percentileNet Margin73rd percentile

Revenue

Down

$24,648

Down $904 (-3.5%) from 2024

Expenses

Down

$20,080

Down $659 (-3.2%) from 2024

Net Income

Down

$4,568

Down $245 (-5.1%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

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

$300K$200K$100K$0Assets 2012: $14,528Liabilities 2012: $0Net Assets 2012: $14,5282012Assets 2013: $52,991Liabilities 2013: $2892013Assets 2014: $52,232Liabilities 2014: $589Net Assets 2014: $51,6432014Assets 2015: $54,603Liabilities 2015: $222Net Assets 2015: $54,3812015Assets 2016: $50,668Liabilities 2016: $132Net Assets 2016: $50,5362016Assets 2017: $53,294Liabilities 2017: $107Net Assets 2017: $53,1872017Assets 2018: $43,382Liabilities 2018: $226Net Assets 2018: $43,1562018Assets 2019: $270,427Liabilities 2019: $253Net Assets 2019: $270,1742019Assets 2020: $226,802Net Assets 2020: $226,8022020Assets 2021: $208,377Net Assets 2021: $208,3772021Assets 2022: $205,737Liabilities 2022: $328Net Assets 2022: $205,4092022Assets 2023: $199,038Liabilities 2023: $571Net Assets 2023: $198,4672023Assets 2024: $203,766Liabilities 2024: $486Net Assets 2024: $203,2802024Assets 2025: $208,943Liabilities 2025: $1,095Net Assets 2025: $207,8482025

Highlighted filing

2025

Assets$208,943
Liabilities$1,095
Net Assets$207,848
Open 2025 Filing

Operations Trend

Revenue Growth49th percentile

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

$300K$200K$100K$0-$100KRevenue 2012: $700Expenses 2012: $3,229Net Income 2012: -$2,5292012Revenue 2013: $24,396Expenses 2013: $13,932Net Income 2013: $10,4642013Revenue 2014: $23,632Expenses 2014: $24,691Net Income 2014: -$1,0592014Revenue 2015: $30,908Expenses 2015: $28,170Net Income 2015: $2,7382015Revenue 2016: $24,171Expenses 2016: $28,016Net Income 2016: -$3,8452016Revenue 2017: $21,193Expenses 2017: $18,941Net Income 2017: $2,2522017Revenue 2018: $48,777Expenses 2018: $58,808Net Income 2018: -$10,0312018Revenue 2019: $257,637Expenses 2019: $30,619Net Income 2019: $227,0182019Revenue 2020: $21,328Expenses 2020: $64,700Net Income 2020: -$43,3722020Revenue 2021: $5,677Expenses 2021: $24,102Net Income 2021: -$18,4252021Revenue 2022: $23,340Expenses 2022: $26,308Net Income 2022: -$2,9682022Revenue 2023: $19,972Expenses 2023: $26,914Net Income 2023: -$6,9422023Revenue 2024: $25,552Expenses 2024: $20,739Net Income 2024: $4,8132024Revenue 2025: $24,648Expenses 2025: $20,080Net Income 2025: $4,5682025

Highlighted filing

2025

Revenue$24,648
Expenses$20,080
Net Income$4,568
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$208,943
Liabilities
$1,095
Net assets
$207,848
Revenue
$24,648
Expenses
$20,080
Net income
$4,568
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.09$0.01$2.08$0.25$0.20$0.05
2024Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.03$0.26$0.21$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.99$0.01$1.98$0.20$0.27$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.05$0.23$0.26$0.03
2021Detailed filing. Detailed filing data is available for this year.$2.08$2.08$0.06$0.24$0.18
2020Detailed filing. Detailed filing data is available for this year.$2.27$2.27$0.21$0.65$0.43
2019Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$2.58$0.31$2.27
2018Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.49$0.59$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.21$0.19$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.24$0.28$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.54$0.31$0.28$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.52$0.01$0.52$0.24$0.25$0.01
2013Summary only. Only limited summary data is available for this year.$0.53$0.00$0.24$0.14$0.10
2012Summary only. Only limited summary data is available for this year.$0.15$0.00$0.15$0.01$0.03$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Mar 3, 2026
Return Version
2024v5.2
Gross Receipts
$35,317
Mission and Program Overview

Mission

The corporation is organized to promote the welfare and enhance the quality of life of the residents of the Montevue Assisted Living facility and the Citizens Care and Rehabilitation Center, located in Frederick, Maryland, with particular emphasis on the establishment of programs of occupational therapy and promotion of social activities for the residents of each facility.

Program Services

DescriptionGrantsExpenses
Provide a time of relaxation and social interaction for residents of the Montevue Assisted Living facility and the Citizens Care and Rehabilitation Center by playing Bingo. All residents are welcome at their choosing. Small prizes are awarded during the event provided by the corporation.-$7,810
Provide a service for military veterans to maintain personal grooming.-$2,402
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Liz BradyGeneral MemberPT$0--
Barbara FisherGeneral MemberPT$0--
JOHN RENNVice PresidentPT$0--
KATHY RENNTreasurerPT$0--
SUSANNE BASFORDPresidentPT$0--
SHERRY MATZKOSecretaryPT$0--
Wendy CassidyGeneral MemberPT$0--
Filing and Contact Details

Filer

Filer Name
Montevuecitizens Auxiliaries Inc
EIN
52-1631500
Phone
3014014741
Address
514 GARDEN GATE DR, FREDERICK, MD 21702

Signing Officer

Name
Kathy Renn
Title
Treasurer
Signed
2026-03-03
Discuss with paid preparer
Yes

Preparer

Firm
Barbara A Keeney CPA LLC
Address
300 Park Avenue, Frederick, MD 21701
Preparer
Barbara a Keeney CPA
Phone
3016948480
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $327”

Other Expenses.1012

“Insurance $1760”

Other Expenses.1

“BINGO $7810”

Other Expenses.2

“Resident activities $2688”

Other Expenses.3

“RESIDENT GIFTS $2661”

Other Expenses.4

“VETERAN HAIRCUTS $1925”

Other Expenses.5

“VETERAN EXPENSES $477”

Other Expenses.6

“RESIDENT DINNERS $196”

Other Assets.1002

“Furniture and Fixtures - Beginning $1 Furniture and Fixtures - Ending $1”

Total Liabilities.1

“SALES TAX PAYABLE - Beginning $486 SALES TAX PAYABLE - Ending $1095”

Raw XML Appendix177 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
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IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
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IRS990EZ/ContributionsGiftsGrantsEtcAmt05242
IRS990EZ/CostOfGoodsSoldAmt010669
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt04568
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01255
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/GrossSalesOfInventoryAmt023628
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt05967
IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MembershipDuesAmt0480
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0203280
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt615.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Liz Brady
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Barbara Fisher
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN RENN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATHY RENN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SUSANNE BASFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SHERRY MATZKO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Wendy Cassidy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0General Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1General Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6General Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01
IRS990EZ/OtherExpensesTotalAmt017844
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide a time of relaxation and social interaction for residents of the Montevue Assisted Living facility and the Citizens Care and Rehabilitation Center by playing Bingo. All residents are welcome at their choosing. Small prizes are awarded during the event provided by the corporation.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12402
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt020080
IRS990EZ/TotalProgramServiceExpensesAmt010212
IRS990EZ/TotalRevenueAmt024648
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05722
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03778
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt05722
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt029402
IRS990ScheduleA/TotalSupportAmt029402
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $327
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1760
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BINGO $7810
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3RESIDENT ACTIVITIES $2688
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4RESIDENT GIFTS $2661
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5VETERAN HAIRCUTS $1925
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6VETERAN EXPENSES $477
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7RESIDENT DINNERS $196
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Furniture and Fixtures - Beginning $1 Furniture and Fixtures - Ending $1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9SALES TAX PAYABLE - Beginning $486 SALES TAX PAYABLE - Ending $1095
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Assets.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Total Liabilities.1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHY RENN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTEVUECITIZENS AUXILIARIES INC
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0521631500
ReturnHeader/Filer/PhoneNum03014014741
ReturnHeader/Filer/USAddress/AddressLine1Txt0514 GARDEN GATE DR
ReturnHeader/Filer/USAddress/CityNm0FREDERICK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021702
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043709791
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Barbara A Keeney CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 Park Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Frederick
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021701
ReturnHeader/PreparerPersonGrp/PhoneNum03016948480
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARBARA A KEENEY CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-03-04T05:43:20-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

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