Civic Intelligence

Montgomery Township Education Foundation Inc.

990EZ • Fiscal year 2021 • EIN 52-1634735

Jul 01, 2020 to Jun 30, 2021 • Filed on Feb 09, 2022

Organization ProfileWWW.MTEFNJ.ORG
9 Aspen CourtBelle Mead, NJ 08502

(609) 452-0889

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

6th percentile

-345%

Higher net margin than 6% of similar nonprofits.

2021 filings • NTEE B11 • <$500k nonprofits • Source year 2021

Top Officer Pay

98th percentile

$0

Higher top officer pay than 98% of similar nonprofits.

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

2021 filings • NTEE B11 • <$500k nonprofits • Source year 2021

Asset Growth

32nd percentile

-7.5%

Faster asset growth than 32% of similar nonprofits.

2021 filings • NTEE B11 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

8th percentile

-89%

Faster revenue growth than 8% of similar nonprofits.

2021 filings • NTEE B11 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$67,127

Down $5,482 (-7.6%) from 2020

Net Assets

Down

$67,127

Down $5,482 (-7.6%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin6th percentile

Revenue

Down

$1,588

Down $12,343 (-89%) from 2020

Expenses

Down

$7,070

Down $16,608 (-70%) from 2020

Net Income

Up

-$5,482

Up $4,265 (+44%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$300K$200K$100K$0-$100K-$200KAssets 2011: $45,273Liabilities 2011: $201,984Net Assets 2011: -$156,7112011Assets 2012: $191,430Liabilities 2012: $201,984Net Assets 2012: -$10,5542012Assets 2013: $19,203Liabilities 2013: $0Net Assets 2013: $19,2032013Assets 2014: $74,337Liabilities 2014: $0Net Assets 2014: $74,3372014Assets 2015: $110,567Net Assets 2015: $110,5672015Assets 2016: $110,126Net Assets 2016: $110,1262016Assets 2017: $126,382Net Assets 2017: $126,3822017Assets 2018: $118,594Net Assets 2018: $118,5942018Assets 2019: $82,366Net Assets 2019: $82,3662019Assets 2020: $72,609Net Assets 2020: $72,6092020Assets 2021: $67,127Net Assets 2021: $67,1272021Assets 2024: $0Net Assets 2024: $12,2742024Assets 2025: $84,972Net Assets 2025: $84,9722025

Highlighted filing

2021

Assets$67,127
Liabilities-
Net Assets$67,127
Open 2021 Filing

Operations Trend

Revenue Growth8th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $216,745Expenses 2011: $73,675Net Income 2011: $143,0702011Expenses 2012: $73,2702012Expenses 2013: $77,5112013Revenue 2014: $83,234Expenses 2014: $28,100Net Income 2014: $55,1342014Revenue 2015: $69,080Expenses 2015: $32,851Net Income 2015: $36,2292015Revenue 2016: $31,134Expenses 2016: $31,575Net Income 2016: -$4412016Revenue 2017: $53,198Expenses 2017: $36,942Net Income 2017: $16,2562017Revenue 2018: $68,401Expenses 2018: $76,189Net Income 2018: -$7,7882018Revenue 2019: $34,966Expenses 2019: $71,193Net Income 2019: -$36,2272019Revenue 2020: $13,931Expenses 2020: $23,678Net Income 2020: -$9,7472020Revenue 2021: $1,588Expenses 2021: $7,070Net Income 2021: -$5,4822021Revenue 2024: $12,2742024Revenue 2025: $11,231Expenses 2025: $740Net Income 2025: $10,4912025

Highlighted filing

2021

Revenue$1,588
Expenses$7,070
Net Income-$5,482
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Feb 9, 2022
Return Version
2020v4.0
Gross Receipts
$1,588
Mission and Program Overview

Mission

To seek support for educational projects including improving educational facilities acquiring needed equipment or materials and providing innovative technological teaching and learning systems

To seek support for educational projects including improving educational facilities, acquiring needed equipment or materials, and providing innovative technological teaching and learning systems.

Program Services

DescriptionGrantsExpenses
FACILITIES UPGRADES-$3,600
OTHER PROJECTS FOR SCHOOLS AND STUDENTS INCLUDING BOOKS, CLOSET AND FURNITURE-$3,350
SCIENCE AND RESPECT ASSEMBLIES FOR GRADE SCHOOLS, MIDDLE SCHOOLS AND HIGH SCHOOL--
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVE SHUEHVice Preside-$0--
JIGNYA PATELTreasurer-$0--
CHRISTINE PETRANEPresident El-$0--
CHRISINE ZOFFINGERPresident El-$0--
Filing and Contact Details

Filer

Filer Name
Montgomery Township Education
EIN
52-1634735
Address
9 ASPEN COURT, BELLE MEAD, NJ 08502

Signing Officer

Name
Steve Shueh
Title
Vice President
Signed
2022-02-09

Preparer

Firm
Princeton Financial Group LLC
Address
777 SCUDDERS MILL RD BLDG A SUITE, PLAINSBORO, NJ 08536
Preparer
Linda J Farinola
Phone
6094520889
Supplemental Narrative

Additional Explanations

Form 990-ez, Part III

“To seek support for educational projects including improving educational facilities, acquiring needed equipment or materials, and providing innovative technological teaching and learning systems.”

Raw XML Appendix135 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0STEVE SHUEH
CompensationExplanation/CompensationExplanationGrp/PersonNm1JIGNYA PATEL
CompensationExplanation/CompensationExplanationGrp/PersonNm2CHRISTINE PETRANE
CompensationExplanation/CompensationExplanationGrp/PersonNm3CHRISINE ZOFFINGER
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THOMAS COLITSAS AND ASSOCIATED PA
IRS990EZ/BooksInCareOfDetail/PhoneNum06094520889
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0103 CARNEGIE CENTER DR SUITE 309
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PRINCETON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd008540
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt072609
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt067127
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01588
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5482
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt07070
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt072609
IRS990EZ/Form990TotalAssetsGrp/EOYAmt067127
IRS990EZ/GrossReceiptsAmt01588
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt072609
IRS990EZ/NetAssetsOrFundBalancesEOYAmt067127
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt072609
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt067127
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEVE SHUEH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JIGNYA PATEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRISTINE PETRANE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRISINE ZOFFINGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT EL
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SEEK SUPPORT FOR EDUCATIONAL PROJECTS INCLUDING IMPROVING EDUCATIONAL FACILITIES, ACQUIRING NEEDED EQUIPMENT OR MATERIALS, AND PROVIDING INNOVATIVE TECHNOLOGICAL TEACHING AND LEARNING SYSTEMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FACILITIES UPGRADES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCIENCE AND RESPECT ASSEMBLIES FOR GRADE SCHOOLS, MIDDLE SCHOOLS AND HIGH SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2OTHER PROJECTS FOR SCHOOLS AND STUDENTS INCLUDING BOOKS, CLOSET AND FURNITURE
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03600
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13350
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt07070
IRS990EZ/TotalProgramServiceExpensesAmt06950
IRS990EZ/TotalRevenueAmt01588
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.MTEFNJ.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01588
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05020
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05020
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt010771
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt038790
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt061189
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt024672
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt045837
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt057630
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt039934
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0168073
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0229262
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01588
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt029692
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt050857
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt068401
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt078724
IRS990ScheduleA/Total509Grp/TotalAmt0229262
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01588
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt029692
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt050857
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt068401
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt078724
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0229262
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO SEEK SUPPORT FOR EDUCATIONAL PROJECTS INCLUDING IMPROVING EDUCATIONAL FACILITIES, ACQUIRING NEEDED EQUIPMENT OR MATERIALS, AND PROVIDING INNOVATIVE TECHNOLOGICAL TEACHING AND LEARNING SYSTEMS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVE SHUEH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTGOMERY TOWNSHIP EDUCATION
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0521634735
ReturnHeader/Filer/USAddress/AddressLine1Txt09 ASPEN COURT
ReturnHeader/Filer/USAddress/CityNm0BELLE MEAD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008502
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0900870134
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRINCETON FINANCIAL GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0777 SCUDDERS MILL RD BLDG A SUITE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLAINSBORO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008536
ReturnHeader/PreparerPersonGrp/PhoneNum06094520889
ReturnHeader/PreparerPersonGrp/PreparationDt02022-02-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LINDA J FARINOLA
ReturnHeader/ReturnTs02022-02-28T08:11:55-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEVE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHUEH
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$67,127
Liabilities
-
Net assets
$67,127
Revenue
$1,588
Expenses
$7,070
Net income
-$5,482
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.85$0.85$0.11$0.01$0.10
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.12$0.12
2021Detailed filing. Detailed filing data is available for this year.$0.67$0.67$0.02$0.07$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.73$0.73$0.14$0.24$0.10
2019Detailed filing. Detailed filing data is available for this year.$0.82$0.82$0.35$0.71$0.36
2018Detailed filing. Detailed filing data is available for this year.$1.19$1.19$0.68$0.76$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.26$1.26$0.53$0.37$0.16
2016Detailed filing. Detailed filing data is available for this year.$1.10$1.10$0.31$0.32$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.11$1.11$0.69$0.33$0.36
2014Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.83$0.28$0.55
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.00$0.19$0.78
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.91$2.02$0.11$0.73
2011Summary only. Only limited summary data is available for this year.$0.45$2.02$1.57$2.17$0.74$1.43