Civic Intelligence

Upper Montgomery Assistance Network Inc.

990 • Fiscal year 2023 • EIN 52-1648943

Jul 01, 2022 to Jun 30, 2023 • Filed on May 01, 2025

Organization ProfileUMAN-MC.ORG
12850 Middlebrook Rd 400Germantown, MD 20874

(301) 926-4422

Siviq Scores

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

Liabilities / Assets

48th percentile

0.01x

Higher debt load relative to assets than 48% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.01x

Higher debt load relative to revenue than 40% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

31st percentile

-4.8%

Higher net margin than 31% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

59th percentile

$20,569

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

20th percentile

-8.5%

Faster asset growth than 20% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

86th percentile

69%

Faster revenue growth than 86% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets48th percentile

Assets

Down

$234,937

Down $21,705 (-8.5%) from 2022

Net Assets

Down

$231,796

Down $19,527 (-7.8%) from 2022

Liabilities

Down

$3,141

Down $2,178 (-41%) from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin31st percentile

Revenue

Up

$534,133

Up $217,331 (+69%) from 2022

Expenses

Up

$559,592

Up $289,324 (+107%) from 2022

Net Income

Down

-$25,459

Down $71,993 (-155%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth20th 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

2023

Assets$234,937
Liabilities$3,141
Net Assets$231,796
Open 2023 Filing

Operations Trend

Revenue Growth86th 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

2023

Revenue$534,133
Expenses$559,592
Net Income-$25,459
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 1, 2025
Return Version
2022v5.0
Gross Receipts
$534,133
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.

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$256,318$229,006▼ $27,312
Land, Buildings, and Equipment, Net$0$5,931▲ $5,931
Prepaid Expenses and Deferred Charges$324$0▼ $324
Total Assets$256,642$234,937▼ $21,705
Liabilities
Accounts Payable and Accrued Expenses$5,319$3,141▼ $2,178
Total Liabilities$5,319$3,141▼ $2,178
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$251,323$231,796▼ $19,527
Total Net Assets Fund Balance$251,323$231,796▼ $19,527
Total Liabilities and Net Assets / Fund Balance$256,642$234,937▼ $21,705

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$5,931$1,009$6,940
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Regina MastromarinoDirectorPT$20,569$20,569

Board Members and Trustees

NameTitle
Marge CanikChairman
Stephanie JohnsonBoard Member at Large
Bob WoodsDirector
Zarah BrunnerSecretary
JEAN O'CONNORTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$534,113
Program Service Revenue
$0
Investment Income
$20
Other Revenue
$0
All Other Contributions
$286,347
Change in Net Assets
$-25,459
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$514,765
Salaries, Compensation, and Employee Benefits$44,827
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$482,935$8,987-$491,922
Other Salaries and Wages$40,344$4,483-$44,827
Depreciation Depletion-$6,940-$6,940
Office Expenses-$4,237-$4,237
Fees for Services Legal-$3,335-$3,335
Fees for Services Accounting-$2,800-$2,800
Other Expenses-$1,486-$1,486
Insurance-$1,326-$1,326
Conferences and Meetings$1,000--$1,000
Total Functional Expenses$524,279$35,313$0$559,592
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
Yes
Audit committee
No
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“No committees are authorized to act on behalf of the organization.”

Form 990, Part VI, Section B, Line 11B

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“No other documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Upper Montgomery Assistance Network Inc
EIN
52-1648943
Phone
3019264422
Address
12850 MIDDLEBROOK RD 400, GERMANTOWN, MD 20874

Signing Officer

Name
JEAN O'CONNOR
Title
Treasurer
Phone
3019264422
Signed
2025-05-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marge Canik
Formed
1989
Legal Domicile
Md
Voting Board Members
6
Independent Board Members
0
Employees
1
Volunteers
0

Preparer

Firm
Beta Solutions CPA LLC
Address
8245 BOONE BLVD STE 580, TYSONS CORNER, VA 22182
Preparer
Kevin Matthews CPA Shrm-cp
Phone
7033768836
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Book to tax difference for depreciation 5932.”

Raw XML Appendix339 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO COMMITTEES ARE AUTHORIZED TO ACT ON BEHALF OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOOK TO TAX DIFFERENCE FOR DEPRECIATION 5932.
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IRS990/TotalAssetsGrp/EOYAmt0234937
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0534113
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt035313
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0524279
IRS990/TotalFunctionalExpensesGrp/TotalAmt0559592
IRS990/TotalGrossUBIAmt020
IRS990/TotalLiabilitiesBOYAmt05319
IRS990/TotalLiabilitiesEOYAmt03141
IRS990/TotalLiabilitiesGrp/BOYAmt05319
IRS990/TotalLiabilitiesGrp/EOYAmt03141
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0251323
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0231796
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0524279
IRS990/TotalReportableCompFromOrgAmt020569
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0534133
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt020
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0256642
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0234937
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0640 EAST DIAMOND AVENUE C C
IRS990/USAddress/CityNm0GAITHERSBURG
IRS990/USAddress/StateAbbreviationCd0MD
IRS990/USAddress/ZIPCd020877
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0UMAN-MC.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEAN O'CONNOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03019264422
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPPER MONTGOMERY ASSISTANCE NETWORK INC
ReturnHeader/Filer/BusinessNameControlTxt0UPPE
ReturnHeader/Filer/EIN0521648943
ReturnHeader/Filer/PhoneNum03019264422
ReturnHeader/Filer/USAddress/AddressLine1Txt012850 MIDDLEBROOK RD 400
ReturnHeader/Filer/USAddress/CityNm0GERMANTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd020874
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0813461546
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BETA SOLUTIONS CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08245 BOONE BLVD STE 580
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TYSONS CORNER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022182
ReturnHeader/PreparerPersonGrp/PhoneNum07033768836
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN MATTHEWS CPA SHRM-CP
ReturnHeader/ReturnTs02025-05-01T11:08:56-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$234,937
Liabilities
$3,141
Net assets
$231,796
Revenue
$534,133
Expenses
$559,592
Net income
-$25,459
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
2023Detailed filing. Detailed filing data is available for this year.$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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • $500k-$1M nonprofits