Civic Intelligence

Upper Montgomery Assistance Network Inc.

990 • Fiscal year 2016 • EIN 52-1648943

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 01, 2016

Organization ProfileN/A
PO Box 416Gaithersburg, MD 20877

(301) 926-4422

Siviq Scores

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

Liabilities / Assets

67th percentile

0.02x

Higher debt load relative to assets than 67% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

63rd percentile

0.01x

Higher debt load relative to revenue than 63% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

48th percentile

2.2%

Higher net margin than 48% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

69th percentile

17%

Faster asset growth than 69% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

66th percentile

13%

Faster revenue growth than 66% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$92,770

Up $13,278 (+17%) from 2015

Net Assets

Up

$90,500

Up $21,056 (+30%) from 2015

Liabilities

Down

$2,270

Down $7,778 (-77%) from 2015

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin48th percentile

Revenue

Up

$241,017

Up $27,251 (+13%) from 2015

Expenses

Up

$235,790

Up $30,712 (+15%) from 2015

Net Income

Down

$5,227

Down $3,461 (-40%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$300K$200K$100K$0Assets 2011: $67,897Liabilities 2011: $4,346Net Assets 2011: $63,5512011Assets 2012: $116,477Liabilities 2012: $9,503Net Assets 2012: $106,9742012Assets 2013: $75,591Liabilities 2013: $2,730Net Assets 2013: $72,8612013Assets 2014: $76,809Liabilities 2014: $16,053Net Assets 2014: $60,7562014Assets 2015: $79,492Liabilities 2015: $10,048Net Assets 2015: $69,4442015Assets 2016: $92,770Liabilities 2016: $2,270Net Assets 2016: $90,5002016Assets 2017: $110,139Liabilities 2017: $2,041Net Assets 2017: $108,0982017Assets 2018: $130,212Liabilities 2018: $1,868Net Assets 2018: $128,3442018Assets 2019: $136,546Liabilities 2019: $3,541Net Assets 2019: $133,0052019Assets 2020: $159,072Liabilities 2020: $4,014Net Assets 2020: $155,0582020Assets 2021: $209,491Liabilities 2021: $4,702Net Assets 2021: $204,7892021Assets 2022: $256,642Liabilities 2022: $5,319Net Assets 2022: $251,3232022Assets 2023: $234,937Liabilities 2023: $3,141Net Assets 2023: $231,7962023Assets 2024: $256,339Liabilities 2024: $16,983Net Assets 2024: $239,3562024Assets 2025: $180,848Liabilities 2025: $1,676Net Assets 2025: $179,1722025

Highlighted filing

2016

Assets$92,770
Liabilities$2,270
Net Assets$90,500
Open 2016 Filing

Operations Trend

Revenue Growth66th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $196,142Expenses 2011: $229,190Net Income 2011: -$33,0482011Expenses 2012: $229,3212012Expenses 2013: $256,8792013Revenue 2014: $218,786Expenses 2014: $230,891Net Income 2014: -$12,1052014Revenue 2015: $213,766Expenses 2015: $205,078Net Income 2015: $8,6882015Revenue 2016: $241,017Expenses 2016: $235,790Net Income 2016: $5,2272016Revenue 2017: $206,712Expenses 2017: $188,934Net Income 2017: $17,7782017Revenue 2018: $236,853Expenses 2018: $234,731Net Income 2018: $2,1222018Revenue 2019: $248,359Expenses 2019: $242,542Net Income 2019: $5,8172019Revenue 2020: $222,004Expenses 2020: $201,106Net Income 2020: $20,8982020Revenue 2021: $288,275Expenses 2021: $238,544Net Income 2021: $49,7312021Revenue 2022: $316,802Expenses 2022: $270,268Net Income 2022: $46,5342022Revenue 2023: $534,133Expenses 2023: $559,592Net Income 2023: -$25,4592023Revenue 2024: $296,769Expenses 2024: $324,708Net Income 2024: -$27,9392024Revenue 2025: $267,811Expenses 2025: $327,995Net Income 2025: -$60,1842025

Highlighted filing

2016

Revenue$241,017
Expenses$235,790
Net Income$5,227
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 1, 2016
Return Version
2015v3.0
Gross Receipts
$241,017
Mission and Program Overview

Mission

The upper montgomery assistance network uman works to prevent homelessness, help families keep their utilities on and working supports people in housing transition, and educate and empower people in crisis.

Emergency Housing And Utility Assistance

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$72,522$68,935▼ $3,587
Accounts Receivable-$19,910-
Savings and Temporary Cash Investments$2,966$2,971▲ $5
Land, Buildings, and Equipment, Net$2,490$954▼ $1,536
Total Assets$77,978$92,770▲ $14,792
Liabilities
Other Liabilities$1,839$2,270▲ $431
Accounts Payable and Accrued Expenses$968--
Total Liabilities$2,807$2,270▼ $537
Net Assets / Fund Balance
Unrestricted Net Assets$75,171$90,500▲ $15,329
Total Net Assets Fund Balance$75,171$90,500▲ $15,329
Total Liabilities and Net Assets / Fund Balance$77,978$92,770▲ $14,792

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$954$3,189-
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Robert WoodsPresident
Anne FessendenAt Large Member
Marge CanikAt Large Member
Rhonda WatsonAt Large Member
JEAN O'CONNORMember at Large
Janet NeumannSecretary
Brandon LayoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$240,408
Program Service Revenue
$0
Investment Income
$4
Other Revenue
$605
All Other Contributions
$9,530
Change in Net Assets
$5,227
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$178,288
Salaries, Compensation, and Employee Benefits$37,992
Other Expenses$19,510
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$178,288--$178,288
Current Officers, Directors, Trustees, and Key Employees$0$34,193$0$34,193
Occupancy$0$10,808$0$10,808
Payroll Taxes$0$3,799$0$3,799
Office Expenses$0$3,693$0$3,693
Fees for Services Accounting$0$3,400$0$3,400
Insurance$0$813$0$813
Depreciation Depletion$0$636$0$636
Conferences and Meetings$0$160$0$160
Total Functional Expenses$178,288$57,502$0$235,790
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal Withholding$1,225
Fica$631
Current Liabilities$414
MD Withholding-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
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
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Upper Montgomery Assistance Network Inc
EIN
52-1648943
Phone
3019264422
Address
PO Box 416, Gaithersburg, MD 20877

Signing Officer

Name
Robert Woods
Title
President
Phone
3019264422
Signed
2016-10-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Woods
Formed
1989
Legal Domicile
Md
Voting Board Members
7
Independent Board Members
7
Employees
1
Volunteers
10

Preparer

Firm
Faragalla & Associates
Address
9099 RIDGEFIELD DR STE 204, FREDERICK, MD 21701-6720
Preparer
Tim Miller CPA
Phone
3013609500
Supplemental Narrative

Additional Explanations

Pt VI, Line 2

“Single Key Employee is Chairmans daughter”

Pt VI, Line 11B

“Document is circulated among board members for conments”

Pt VI, Line 15B

“Compensation is benchmarked using data from comparable organizations”

Raw XML Appendix375 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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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0414
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11225
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2631
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Current Liabilities
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Federal Withholding
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2FICA
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3MD Withholding
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0954
IRS990ScheduleD/TotalLiabilityAmt02270
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Single Key Employee is Chairmans daughter
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Document is circulated among board members for conments
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Compensation is benchmarked using data from comparable organizations
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15b
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MD
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt077978
IRS990/TotalAssetsEOYAmt092770
IRS990/TotalAssetsGrp/BOYAmt077978
IRS990/TotalAssetsGrp/EOYAmt092770
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0240408
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt057502
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0178288
IRS990/TotalFunctionalExpensesGrp/TotalAmt0235790
IRS990/TotalGrossUBIAmt0609
IRS990/TotalLiabilitiesBOYAmt02807
IRS990/TotalLiabilitiesEOYAmt02270
IRS990/TotalLiabilitiesGrp/BOYAmt02807
IRS990/TotalLiabilitiesGrp/EOYAmt02270
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt075171
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt090500
IRS990/TotalProgramServiceExpensesAmt0178288
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0241017
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0609
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt077978
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt092770
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt075171
IRS990/UnrestrictedNetAssetsGrp/EOYAmt090500
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 416
IRS990/USAddress/CityNm0Gaithersburg
IRS990/USAddress/StateAbbreviationCd0MD
IRS990/USAddress/ZIPCd020877
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT WOODS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03019264422
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Upper Montgomery Assistance Network Inc
ReturnHeader/Filer/BusinessNameControlTxt0UPPE
ReturnHeader/Filer/EIN0521648943
ReturnHeader/Filer/PhoneNum03019264422
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 416
ReturnHeader/Filer/USAddress/CityNm0Gaithersburg
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd020877
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FARAGALLA & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09099 RIDGEFIELD DR STE 204
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FREDERICK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0217016720
ReturnHeader/PreparerPersonGrp/PhoneNum03013609500
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIM MILLER CPA
ReturnHeader/ReturnTs02017-11-10T08:46:49-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$92,770
Liabilities
$2,270
Net assets
$90,500
Revenue
$241,017
Expenses
$235,790
Net income
$5,227
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.81$0.02$1.79$2.68$3.28$0.60
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.56$0.17$2.39$2.97$3.25$0.28
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.35$0.03$2.32$5.34$5.60$0.25
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.57$0.05$2.51$3.17$2.70$0.47
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.09$0.05$2.05$2.88$2.39$0.50
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.59$0.04$1.55$2.22$2.01$0.21
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.04$1.33$2.48$2.43$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$0.02$1.28$2.37$2.35$0.02
2017Summary only. Only limited summary data is available for this year.$1.10$0.02$1.08$2.07$1.89$0.18
2016Detailed filing. Detailed filing data is available for this year.$0.93$0.02$0.91$2.41$2.36$0.05
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.10$0.69$2.14$2.05$0.09
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.77$0.16$0.61$2.19$2.31$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.76$0.03$0.73$2.57
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.10$1.07$2.29
2011Summary only. Only limited summary data is available for this year.$0.68$0.04$0.64$1.96$2.29$0.33