Civic Intelligence

Montgomery County Public Schools Educational Foundation Inc

EIN 52-1804509 • 501(c)3 • Rockville, MD

Profile

Montgomery County Public Schools Educational Foundation (MCPSEF) supports student success in MCPS by funding special and innovative programs that regular funds cannot support.

850 Hungerford Drive Room 149Rockville, MD 20850

www.mcpsfoundation.org

Siviq Scores

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

Liabilities / Assets

69th percentile

0.40x

Higher debt load relative to assets than 69% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

83rd percentile

1.28x

Higher debt load relative to revenue than 83% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

18th percentile

-10%

Higher net margin than 18% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

82nd percentile

23%

Faster asset growth than 82% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

43rd percentile

4.2%

Faster revenue growth than 43% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$12,086,287

Up $2,225,125 (+23%) from 2023

Liabilities

Up

$4,787,284

Up $1,838,563 (+62%) from 2023

Net Assets

Up

$7,299,003

Up $386,562 (+5.6%) from 2023

Operations
Liabilities / Revenue83rd percentileNet Margin18th percentile

Revenue

Up

$3,725,792

Up $149,898 (+4.2%) from 2023

Expenses

Up

$4,105,799

Up $944,398 (+30%) from 2023

Net Income

Down

-$380,007

Down $794,500 (-192%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth82nd percentile

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

$15M$10M$5.0M$0Assets 2011: $4,626,831Liabilities 2011: $1,123,617Net Assets 2011: $3,503,2142011Assets 2012: $4,618,590Liabilities 2012: $1,193,017Net Assets 2012: $3,425,5732012Assets 2013: $4,726,706Liabilities 2013: $1,195,790Net Assets 2013: $3,530,9162013Assets 2014: $5,388,086Liabilities 2014: $1,371,389Net Assets 2014: $4,016,6972014Assets 2015: $5,182,444Liabilities 2015: $1,209,122Net Assets 2015: $3,973,3322015Assets 2016: $5,399,207Liabilities 2016: $1,332,956Net Assets 2016: $4,066,2512016Assets 2017: $5,780,210Liabilities 2017: $1,355,278Net Assets 2017: $4,424,9322017Assets 2018: $6,193,420Liabilities 2018: $1,618,394Net Assets 2018: $4,575,0262018Assets 2019: $6,419,071Liabilities 2019: $1,698,933Net Assets 2019: $4,720,1382019Assets 2020: $7,694,112Liabilities 2020: $2,337,423Net Assets 2020: $5,356,6892020Assets 2021: $8,603,553Liabilities 2021: $1,185,468Net Assets 2021: $7,418,0852021Assets 2022: $6,695,771Liabilities 2022: $934,019Net Assets 2022: $5,761,7522022Assets 2023: $9,861,162Liabilities 2023: $2,948,721Net Assets 2023: $6,912,4412023Assets 2024: $12,086,287Liabilities 2024: $4,787,284Net Assets 2024: $7,299,0032024

Highlighted filing

2024

Assets$12,086,287
Liabilities$4,787,284
Net Assets$7,299,003
Open 2024 Filing

Operations Trend

Revenue Growth43rd percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,050,116Expenses 2011: $964,646Net Income 2011: $85,4702011Revenue 2012: $1,010,279Expenses 2012: $1,087,920Net Income 2012: -$77,6412012Revenue 2013: $1,282,631Expenses 2013: $1,177,288Net Income 2013: $105,3432013Revenue 2014: $1,900,833Expenses 2014: $1,415,052Net Income 2014: $485,7812014Revenue 2015: $1,384,623Expenses 2015: $1,427,988Net Income 2015: -$43,3652015Revenue 2016: $1,577,146Expenses 2016: $1,484,227Net Income 2016: $92,9192016Revenue 2017: $1,780,189Expenses 2017: $1,421,508Net Income 2017: $358,6812017Revenue 2018: $1,718,978Expenses 2018: $1,622,884Net Income 2018: $96,0942018Revenue 2019: $1,913,444Expenses 2019: $1,714,331Net Income 2019: $199,1132019Revenue 2020: $2,031,512Expenses 2020: $1,193,877Net Income 2020: $837,6352020Revenue 2021: $2,352,205Expenses 2021: $1,658,579Net Income 2021: $693,6262021Revenue 2022: $837,568Expenses 2022: $1,302,683Net Income 2022: -$465,1152022Revenue 2023: $3,575,894Expenses 2023: $3,161,401Net Income 2023: $414,4932023Revenue 2024: $3,725,792Expenses 2024: $4,105,799Net Income 2024: -$380,0072024

Highlighted filing

2024

Revenue$3,725,792
Expenses$4,105,799
Net Income-$380,007
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,086,287
Liabilities
$4,787,284
Net assets
$7,299,003
Revenue
$3,725,792
Expenses
$4,105,799
Net income
-$380,007
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.1$4.79$7.30$3.73$4.11$0.38
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.86$2.95$6.91$3.58$3.16$0.41
2022Detailed filing. Detailed filing data is available for this year.$6.70$0.93$5.76$0.84$1.30$0.47
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.60$1.19$7.42$2.35$1.66$0.69
2020Detailed filing. Detailed filing data is available for this year.$7.69$2.34$5.36$2.03$1.19$0.84
2019Summary only. Only limited summary data is available for this year.$6.42$1.70$4.72$1.91$1.71$0.20
2018Summary only. Only limited summary data is available for this year.$6.19$1.62$4.58$1.72$1.62$0.10
2017Summary only. Only limited summary data is available for this year.$5.78$1.36$4.42$1.78$1.42$0.36
2016Summary only. Only limited summary data is available for this year.$5.40$1.33$4.07$1.58$1.48$0.09
2015Summary only. Only limited summary data is available for this year.$5.18$1.21$3.97$1.38$1.43$0.04
2014Summary only. Only limited summary data is available for this year.$5.39$1.37$4.02$1.90$1.42$0.49
2013Summary only. Only limited summary data is available for this year.$4.73$1.20$3.53$1.28$1.18$0.11
2012Summary only. Only limited summary data is available for this year.$4.62$1.19$3.43$1.01$1.09$0.08
2011Summary only. Only limited summary data is available for this year.$4.63$1.12$3.50$1.05$0.96$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 1, 2024
Return Version
2023v5.0
Gross Receipts
$3,725,792
Mission and Program Overview

Mission

Montgomery County Public Schools Educational Foundation (MCPSEF) supports student success in MCPS by funding special and innovative programs that regular funds cannot support.

Support the success of Montgomery County Public Schools (MCPS) more than 160,000 students in over 200 schools - the largest school district in Maryland - by prioritizing the mitigation of opportunity gaps and funding teaching and learning innovation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,312,934$11,882,890▲ $2,569,956
Cash and Non-Interest-Bearing Accounts$519,146$171,910▼ $347,236
Prepaid Expenses and Deferred Charges$29,082$31,487▲ $2,405
Total Assets$9,861,162$12,086,287▲ $2,225,125
Liabilities
Grants Payable$2,275,000$4,030,105▲ $1,755,105
Deferred Revenue$542,281$472,850▼ $69,431
Accounts Payable and Accrued Expenses$131,440$284,329▲ $152,889
Mortgage Notes Payable Secured by Investment Property$0--
Total Liabilities$2,948,721$4,787,284▲ $1,838,563
Net Assets / Fund Balance
Net Assets With Donor Restrictions$4,261,477$4,143,437▼ $118,040
Net Assets Without Donor Restrictions$2,650,964$3,155,566▲ $504,602
Total Net Assets Fund Balance$6,912,441$7,299,003▲ $386,562
Total Liabilities and Net Assets / Fund Balance$9,861,162$12,086,287▲ $2,225,125

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$2,764,441$110,750▲ $324,920$0$3,128,110
2022$2,644,377$61,333▲ $248,294$37,965$2,764,441
2021$3,138,059$71,261▼ $564,943$0$2,644,377
2020$2,429,301$0▲ $718,758$0$3,138,059
2019$1,440,404$1,039,050▼ $56,153$0$2,429,301
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kristen CallistoExecutive DirectorFT-$86,776$86,776
Yolanda Johnson PruittRetired Executive DirectorPT$60,250$60,250$60,250

Board Members and Trustees

NameTitle
Matthew SwibelChairperson
Brenda WolffVice Chairperson
Arlandis RushDirector
Girardo SmithDirector
Linda PlummerDirector
Melvyn LeshinskyDirector
Pennie AbramsonDirector
Rebecca SmondrowskiDirector
Steven CohenDirector
Kim WatsonSecretary
Thomas TaylorSuperintendent of Schools
Leslie ZeidTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,421,921
Program Service Revenue
$0
Investment Income
$303,871
Other Revenue
$0
All Other Contributions
$3,127,039
Change in Net Assets
$-380,007

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,725,792
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$766,569
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$4,492,361
Total Revenue per Form 990
$3,725,792
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,428,691
Salaries, Compensation, and Employee Benefits$574,314
Other Expenses$102,794
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$2,475,905--$2,475,905
Grants to Domestic Orgs$952,786--$952,786
Other Salaries and Wages-$347,389-$347,389
Current Officers, Directors, Trustees, and Key Employees-$173,552-$173,552
Information Technology-$68,715-$68,715
Other Employee Benefits-$34,862-$34,862
Office Expenses-$27,989-$27,989
Payroll Taxes-$18,511-$18,511
Insurance-$4,081-$4,081
Conferences and Meetings-$2,009-$2,009
Total Functional Expenses$3,428,691$677,108$0$4,105,799

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,105,799
Total Expenses per Audited Statements$4,105,799
Total Expenses per Form 990$4,105,799
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Other Expense Adjustments$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Montgomery County Public SchoolsRockville, MD-Science & General Education$499,431
Montgomery County Public SchoolsRockville, MD-School Based Projects$312,949
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
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“IRS Form 990 and accompanying schedules are prepared in consultation with the Foundation Executive Director, Treasurer and board chair. A copy is distributed via email to the entire Board of Directors for their review and comment. The message is sent with the subject line: Notice of Intent to File IRS Form 990 for Fiscal Year 2024. Directors are given a deadline by which to provide comments.”

Form 990, Part VI, Section B, Line 12C

“The Foundation has a written Conflict of Interest policy and a Conflict of Interest Statement is presented to each director annually for review and signature. The signed document is collected and retained on file. Continuation as a director is contingent upon submission of this signed statement.”

Form 990, Part VI, Section B, Line 15

“A committee comprised of Board Officers was formed which discussed the requirements of the position and development of an advertisement. The Foundation Chair and Treasurer investigated through the evaluation of 990 IRS forms from other organizations the range of salaries for executive director positions, compiled the findings and reported to the Board. The Board agreed that a salary would be commensurate with the individual's experience.”

Form 990, Part VI, Section C, Line 19

“The Foundation is a registered charity in the State of Maryland and all filed documents can be requested through an online business lookup website provided by the State of Maryland. The Foundation also makes its IRS Form 990 and audited financial statements available on its website (www.mcpsfoundation.org).”

Filing and Contact Details

Filer

Filer Name
Montgomery County Public Schools Educational Foundation Inc
EIN
52-1804509
Phone
2407403216
Address
850 Hungerford Drive Room 149, Rockville, MD 20850

Signing Officer

Name
Leslie Zeid
Title
Treasurer
Phone
2407403216
Signed
2024-11-01

Organization Details

Principal Officer
Dr Kristen Wong Callisto
Formed
1989
Legal Domicile
Md
Voting Board Members
13
Independent Board Members
12
Employees
6
Volunteers
30
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 1

“The MCPSEF believes educators, support professionals, & administrators are key partners in advancing our shared mission: to ensure all students succeed in school. To strengthen this collaboration, we provide these partners with small grants to close the opportunity gap, enhance educational opportunities for students and staff, and tap the talent and diversity in the MCPS community. In FY24, we provided 27 grants totaling more than $55,000.”

Form 990, Part IX, Line 2

“Of the 18 scholarships and awards, three were new opportunities for 2024 supporting students pursuing construction management, cybersecurity, and have enrolled in MCPS from another country during their high school years. The largest opportunity supports students who demonstrate academic excellence, demonstrate leadership, and have a high commitment to community service.”

Financial Statement Notes

Schedule D, Part V, Line 4

“The Foundation's endowment funds support scholarships for graduating MCPS students, grants in support of enhanced instruction, grants to facilitate school improvement, as well as awards for teacher recognition.”

Raw XML AppendixShowing 400 of 569 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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IRS990/Desc0The largest MCPSEF program are its scholarships and awards. In the spring of 2024, MCPSEF provided more than 18 scholarships and awards to 238 students, totaling over $2.3M to students across every high school in the district. For the class of 2024, 207 seniors were awarded a four-year scholarship totaling $10,000 in honor of the community services and legacy of Ruth and Norman Rales, as well as former Montgomery County board of education member, Patricia Baier-O'Neill.
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IRS990/Form990PartVIISectionAGrp/PersonNm1Yolanda Johnson Pruitt
IRS990/Form990PartVIISectionAGrp/PersonNm2Thomas Taylor
IRS990/Form990PartVIISectionAGrp/PersonNm3Pennie Abramson
IRS990/Form990PartVIISectionAGrp/PersonNm4Steven Cohen
IRS990/Form990PartVIISectionAGrp/PersonNm5Melvyn Leshinsky
IRS990/Form990PartVIISectionAGrp/PersonNm6Linda Plummer
IRS990/Form990PartVIISectionAGrp/PersonNm7Arlandis Rush
IRS990/Form990PartVIISectionAGrp/PersonNm8Girardo Smith
IRS990/Form990PartVIISectionAGrp/PersonNm9Rebecca Smondrowski
IRS990/Form990PartVIISectionAGrp/PersonNm10Kim Watson
IRS990/Form990PartVIISectionAGrp/PersonNm11Leslie Zeid
IRS990/Form990PartVIISectionAGrp/PersonNm12Brenda Wolff
IRS990/Form990PartVIISectionAGrp/PersonNm13Matthew Swibel
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Director
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IRS990/MissionDesc0Montgomery County Public Schools Educational Foundation (MCPSEF) supports student success in MCPS by funding special and innovative programs that regular funds cannot support.
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IRS990/PrincipalOfficerNm0Dr Kristen Wong Callisto
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IRS990/ProgSrvcAccomActy2Grp/Desc0The ongoing funding from the Howard Hughes Medical Institute enabled MCPS to continue making foundational changes in science instruction that enable students from all backgrounds to actively engage in innovative science learning experiences. Activities during FY 24 included expanding and enhancing classroom and laboratory experiences, such as providing DNA Resource Center Investigation kits to middle and high school teachers from the DNA Resource Center; continued participation of students from underrepresented populations to attend STEM summer camps that provide laboratory and field experience in the life, environmental, and physical sciences; and participation in opportunities like the Youth Climate Summer for students to take action on scientific issues.
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IRS990/ProgSrvcAccomActy3Grp/Desc0The Joseph D. Byrd Scholarship provides a four-year scholarship [totaling $20,000] to students at Poolesville High School. Established in 2007, this is one of the most generous awards supported by MCPSEF. Three seniors from the class of 2024 were awarded the Byrd scholarship. MCPSEF strives to support pathways to promising futures for MCPS students. Alleviating the rising cost of post-secondary education, particularly for students with the greatest need for financial support, in partnership with our generous partners.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0The MCPS Educational Foundation also completed several other program services (both scholarship and non-scholarship) in support of its mission during FY 24.
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