Civic Intelligence

Montgomery School Alumni Association Inc.

990EZ • Fiscal year 2025 • EIN 58-1781766

Jan 01, 2025 to Dec 31, 2025 • Filed on Mar 11, 2026

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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

55th percentile

5.8%

Higher net margin than 55% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

71st percentile

18%

Faster asset growth than 71% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

96th percentile

170%

Faster revenue growth than 96% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$67,931

Up $67,930 (+6793000%) from 2023

Net Assets

$67,931

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin55th percentile

Revenue

Up

$175,672

Up $131,777 (+300%) from 2023

Expenses

Up

$165,415

Up $107,223 (+184%) from 2023

Net Income

Up

$10,257

Up $24,554 (+172%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$80K$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 2025: $67,931Net Assets 2025: $67,9312025

Highlighted filing

2025

Assets$67,931
Liabilities-
Net Assets$67,931
Open 2025 Filing

Operations Trend

Revenue Growth96th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 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 2025: $175,672Expenses 2025: $165,415Net Income 2025: $10,2572025

Highlighted filing

2025

Revenue$175,672
Expenses$165,415
Net Income$10,257
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 11, 2026
Return Version
2025v4.0
Gross Receipts
$175,672
Mission and Program Overview

Mission

Restoration of montgomery schoo

Program Services

DescriptionGrantsExpenses
RESTORATION OF MONTGOMERY SCHOOL$175,672$165,413
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRACEY BELLVice President-$0--
JACKIE TAYLORPresident-$0--
CORA MACKEYSecretary-$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
2026-03-11
Discuss with paid preparer
Yes

Preparer

Firm
Middle Tn Tax Services Inc
Address
260 S LOWRY ST, SMYRNA, TN 37167
Preparer
E Combs
Phone
6153558934
Raw XML Appendix120 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/BOYAmt057674
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt067931
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0175672
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010257
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt057674
IRS990EZ/Form990TotalAssetsGrp/EOYAmt067931
IRS990EZ/GrossReceiptsAmt0175672
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt057674
IRS990EZ/NetAssetsOrFundBalancesEOYAmt067931
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt057674
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt067931
IRS990EZ/OccupancyRentUtltsAndMaintAmt0165415
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/PersonNm2CORA MACKEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PEGGY BENNETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
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/GrantsAndAllocationsAmt0175672
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0165413
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0165415
IRS990EZ/TotalProgramServiceExpensesAmt0165413
IRS990EZ/TotalRevenueAmt0175672
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0175672
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt065050
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt043895
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt056277
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt035250
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0376144
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0376144
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0175672
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt065050
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt043895
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt056277
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt035250
IRS990ScheduleA/Total509Grp/TotalAmt0376144
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0175672
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt065050
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt043895
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt056277
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt035250
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0376144
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PEGGY BENNETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06155541162
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-11
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/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/PreparationDt02026-03-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0E COMBS
ReturnHeader/ReturnTs02026-03-12T09:13:12-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$67,931
Liabilities
-
Net assets
$67,931
Revenue
$175,672
Expenses
$165,415
Net income
$10,257
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.68$0.68$1.76$1.65$0.10
2023Summary only. Only limited summary data is available for this year.$0.00$0.00$0.44$0.58$0.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.38$0.38$0.56$0.26$0.30
2021Summary only. Only limited summary data is available for this year.$0.08$0.00$0.35$0.39$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.12$0.12$0.36$0.37$0.01
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$0.43$0.40$0.03
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$0.45$0.41$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.05$0.05$0.03$0.02$0.05
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.10$0.00$0.10$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.53$0.65$0.12