Civic Intelligence

Montgomery School Alumni Association Inc.

990EZ • Fiscal year 2024 • EIN 58-1781766

Jan 01, 2024 to Dec 31, 2024 • Filed on Mar 11, 2025

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

91st percentile

53%

Higher net margin than 91% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Revenue Growth

83rd percentile

48%

Faster revenue growth than 83% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$57,674

Up $57,673 (+5767300%) from 2023

Net Assets

$57,674

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin91st percentile

Revenue

Up

$65,050

Up $21,155 (+48%) from 2023

Expenses

Down

$30,439

Down $27,753 (-48%) from 2023

Net Income

Up

$34,611

Up $48,908 (+342%) from 2023

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$60K$40K$20K$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: $1Liabilities 2023: $02023Assets 2024: $57,674Net Assets 2024: $57,6742024

Highlighted filing

2024

Assets$57,674
Liabilities-
Net Assets$57,674
Open 2024 Filing

Operations Trend

Revenue Growth83rd 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 2024: $65,050Expenses 2024: $30,439Net Income 2024: $34,6112024

Highlighted filing

2024

Revenue$65,050
Expenses$30,439
Net Income$34,611
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 11, 2025
Return Version
2024v5.0
Gross Receipts
$65,050
Mission and Program Overview

Mission

Restoration of montgomery schoo

Program Services

DescriptionGrantsExpenses
RESTORATION OF MONTGOMERY SCHOOL$65,050$30,439
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRACEY BELLSecretary-$0--
JACKIE TAYLORPresident-$0--
LINDA JOHNSONVice President-$0--
PEGGY BENNETTTreasurer-$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
2025-03-11
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 Appendix121 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/BOYAmt023063
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt057674
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt065050
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt034611
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt023063
IRS990EZ/Form990TotalAssetsGrp/EOYAmt057674
IRS990EZ/GrossReceiptsAmt065050
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt023063
IRS990EZ/NetAssetsOrFundBalancesEOYAmt057674
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt023063
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt057674
IRS990EZ/OccupancyRentUtltsAndMaintAmt030439
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TRACEY BELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JACKIE TAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LINDA JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PEGGY BENNETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
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/GrantsAndAllocationsAmt065050
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt030439
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt030439
IRS990EZ/TotalProgramServiceExpensesAmt030439
IRS990EZ/TotalRevenueAmt065050
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt065050
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt043895
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt056277
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt035250
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt043496
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0243968
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0243968
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt065050
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt043895
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt056277
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt035250
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt043496
IRS990ScheduleA/Total509Grp/TotalAmt0243968
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt065050
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt043895
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt056277
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt035250
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt043496
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0243968
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PEGGY BENNETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06155541162
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-11
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/PreparationDt02025-03-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELLIE WHITE
ReturnHeader/ReturnTs02025-03-14T17:02:38-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$57,674
Liabilities
-
Net assets
$57,674
Revenue
$65,050
Expenses
$30,439
Net income
$34,611
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$57.7$57.7$65.1$30.4$34.6
2023Summary only. Only limited summary 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