Civic Intelligence

Montgomery School Alumni Association Inc.

990EZ • Fiscal year 2023 • EIN 58-1781766

Jan 01, 2023 to Dec 31, 2023 • Filed on May 01, 2024

Organization Profile
PO Box 68Lexington, TN 38351

(615) 329-4309

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

14th percentile

-33%

Higher net margin than 14% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

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

Revenue Growth

23rd percentile

-22%

Faster revenue growth than 23% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $37,800 (-100%) from 2022

Net Assets

Down

$0

Down $37,800 (-100%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin14th percentile

Revenue

Down

$43,895

Down $12,382 (-22%) from 2022

Expenses

Up

$58,192

Up $31,783 (+120%) from 2022

Net Income

Down

-$14,297

Down $44,165 (-148%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$40K$30K$20K$10K$0Assets 2014: $5,134Liabilities 2014: $0Net Assets 2014: $5,1342014Assets 2015: $18,196Liabilities 2015: $0Net Assets 2015: $18,1962015Assets 2016: $9,552Liabilities 2016: $0Net Assets 2016: $9,5522016Assets 2017: $5,044Net Assets 2017: $5,0442017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019Assets 2020: $11,808Net Assets 2020: $11,8082020Assets 2021: $7,932Liabilities 2021: $02021Assets 2022: $37,800Net Assets 2022: $37,8002022Assets 2023: $0Net Assets 2023: $02023Assets 2023: $1Liabilities 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities-
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth23rd percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2014: $53,213Expenses 2014: $65,392Net Income 2014: -$12,1792014Revenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2016: $0Expenses 2016: $0Net Income 2016: $02016Revenue 2017: -$2,681Expenses 2017: $1,957Net Income 2017: -$4,6382017Revenue 2018: $45,196Expenses 2018: $40,605Net Income 2018: $4,5912018Revenue 2019: $43,496Expenses 2019: $40,464Net Income 2019: $3,0322019Revenue 2020: $35,773Expenses 2020: $36,533Net Income 2020: -$7602020Revenue 2021: $35,250Expenses 2021: $39,121Net Income 2021: -$3,8712021Revenue 2022: $56,277Expenses 2022: $26,409Net Income 2022: $29,8682022Revenue 2023: $43,895Expenses 2023: $58,192Net Income 2023: -$14,2972023Revenue 2023: $43,895Expenses 2023: $58,192Net Income 2023: -$14,2972023

Highlighted filing

2023

Revenue$43,895
Expenses$58,192
Net Income-$14,297
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 1, 2024
Return Version
2023v5.0
Gross Receipts
$43,895
Mission and Program Overview

Mission

Restoration of montgomery schoo

Program Services

DescriptionGrantsExpenses
RESTORATION OF MONTGOMERY SCHOOL$43,895$58,192
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRACEY BELLBoard Member-$0--
CHRIS MOFFITTBoard Member-$0--
EARNEST TAYLORBoard Member-$0--
BRYAN TUBBSBoard Member-$0--
GLORIA CARVERVice ChairmanPT$0--
PEGGY BENNETTTreasurerPT$0--
SHELIA CLARKBoard MemberPT$0--
CAROL RICESecretary-$0--
JAMES CARVERChaplin-$0--
VIVIAN HARTBoard Member-$0--
ARLINDA JOHNSONBoard Member-$0--
SAM TIMBERLAKEBoard Member-$0--
ROBERT CARVERBoard Member-$0--
JACQULINE TAYLORChairmanPT$0--
ROBERT BELLBoard Members-$0--
Filing and Contact Details

Filer

Filer Name
Montgomery School Alumni Associatio
EIN
58-1781766
Address
PO BOX 68, LEXINGTON, TN 38351

Signing Officer

Name
Peggy Bennett
Title
Treasurer
Phone
6155541162
Signed
2024-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Middle Tn Tax Services Inc
Address
260 S LOWRY ST, SMYRNA, TN 37167
Preparer
Kellie White
Phone
6153558934
Raw XML Appendix166 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0PEGGY BENNETT
IRS990EZ/BooksInCareOfDetail/PhoneNum06153294309
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02206 ALBION ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NASHVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd037208
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt037800
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt043895
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-14297
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt037800
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/GrossReceiptsAmt043895
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt037800
IRS990EZ/NetAssetsOrFundBalancesEOYAmt023503
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt037800
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OccupancyRentUtltsAndMaintAmt058192
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt515
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt74
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt121
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1320
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt141
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt140
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TRACEY BELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHRIS MOFFITT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2EARNEST TAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRYAN TUBBS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GLORIA CARVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PEGGY BENNETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SHELIA CLARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CAROL RICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JAMES CARVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9VIVIAN HART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10ARLINDA JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11SAM TIMBERLAKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12ROBERT CARVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13JACQULINE TAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14ROBERT BELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8CHAPLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14BOARD MEMBERS
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0RESTORATION OF MONTGOMERY SCHOO
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RESTORATION OF MONTGOMERY SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt043895
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt058192
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt058192
IRS990EZ/TotalProgramServiceExpensesAmt058192
IRS990EZ/TotalRevenueAmt043895
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt043895
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt056277
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt035250
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt043496
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt043496
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0222414
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0222414
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt043895
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt056277
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt035250
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt043496
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt043496
IRS990ScheduleA/Total509Grp/TotalAmt0222414
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt043895
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt056277
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt035250
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt043496
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt043496
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0222414
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PEGGY BENNETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06155541162
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTGOMERY SCHOOL ALUMNI ASSOCIATIO
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0581781766
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 68
ReturnHeader/Filer/USAddress/CityNm0LEXINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd038351
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453339698
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MIDDLE TN TAX SERVICES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0260 S LOWRY ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SMYRNA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037167
ReturnHeader/PreparerPersonGrp/PhoneNum06153558934
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELLIE WHITE
ReturnHeader/ReturnTs02024-05-09T12:48:18-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PEGGY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BENNETT
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$0
Liabilities
-
Net assets
$0
Revenue
$43,895
Expenses
$58,192
Net income
-$14,297
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$0.00$0.00$43.9$58.2$14.3
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$43.9$58.2$14.3
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.8$37.8$56.3$26.4$29.9
2021Summary only. Only limited summary data is available for this year.$7.93$0.00$35.3$39.1$3.87
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.8$11.8$35.8$36.5$0.76
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$43.5$40.5$3.03
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$45.2$40.6$4.59
2017Detailed filing. Detailed filing data is available for this year.$5.04$5.04$2.68$1.96$4.64
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.55$0.00$9.55$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$18.2$0.00$18.2$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$5.13$0.00$5.13$53.2$65.4$12.2