Civic Intelligence

Montgomery Education Foundation

990EZ • Fiscal year 2022 • EIN 68-0376324

Jul 01, 2021 to Jun 30, 2022 • Filed on Feb 10, 2023

1250 Hahman DrSanta Rosa, CA 95405

(707) 528-5512

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

17th percentile

-25%

Higher net margin than 17% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

22nd percentile

-20%

Faster asset growth than 22% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

78th percentile

70%

Faster revenue growth than 78% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$228,668

Down $57,554 (-20%) from 2021

Net Assets

Down

$228,668

Down $57,554 (-20%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$71,853

Up $29,588 (+70%) from 2021

Expenses

Up

$89,724

Up $60,523 (+207%) from 2021

Net Income

Down

-$17,871

Down $30,935 (-237%) from 2021

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $186,803Net Assets 2011: $186,8032011Assets 2012: $197,506Net Assets 2012: $197,5062012Assets 2013: $187,488Net Assets 2013: $187,4882013Assets 2014: $177,003Net Assets 2014: $177,0032014Assets 2015: $173,220Net Assets 2015: $173,2202015Assets 2016: $186,713Net Assets 2016: $186,7132016Assets 2017: $198,518Net Assets 2017: $198,5182017Assets 2018: $208,607Net Assets 2018: $208,6072018Assets 2019: $207,719Net Assets 2019: $207,7192019Assets 2020: $238,010Net Assets 2020: $238,0102020Assets 2021: $286,222Net Assets 2021: $286,2222021Assets 2022: $228,668Net Assets 2022: $228,6682022Assets 2023: $240,995Net Assets 2023: $240,9952023

Highlighted filing

2022

Assets$228,668
Liabilities-
Net Assets$228,668

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $134,401Expenses 2011: $141,105Net Income 2011: -$6,7042011Revenue 2012: $88,193Expenses 2012: $77,490Net Income 2012: $10,7032012Revenue 2013: $148,374Expenses 2013: $158,392Net Income 2013: -$10,0182013Revenue 2014: $104,483Expenses 2014: $112,661Net Income 2014: -$8,1782014Revenue 2015: $116,887Expenses 2015: $121,855Net Income 2015: -$4,9682015Revenue 2016: $94,287Expenses 2016: $80,794Net Income 2016: $13,4932016Revenue 2017: $173,134Expenses 2017: $173,021Net Income 2017: $1132017Revenue 2018: $95,849Expenses 2018: $85,760Net Income 2018: $10,0892018Revenue 2019: $124,763Expenses 2019: $125,651Net Income 2019: -$8882019Revenue 2020: $158,269Expenses 2020: $127,978Net Income 2020: $30,2912020Revenue 2021: $42,265Expenses 2021: $29,201Net Income 2021: $13,0642021Revenue 2022: $71,853Expenses 2022: $89,724Net Income 2022: -$17,8712022Revenue 2023: $94,506Expenses 2023: $90,039Net Income 2023: $4,4672023

Highlighted filing

2022

Revenue$71,853
Expenses$89,724
Net Income-$17,871
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Feb 10, 2023
Return Version
2021v4.1
Gross Receipts
$72,359
Mission and Program Overview

Mission

Improve the school environment

Program Services

DescriptionGrantsExpenses
SUPPORT STUDENTS CHOIR PROGRAM TO FACILITATE PARTICIPATION AT LOCAL AND NATIONAL EVENTS AND COMPETITIONS-$44,953
PROVIDED FUNDS TO SCHOOL PROGRAMS, AND TO VARIOUS ACADEMIC AND ATHLETIC DEPARTMENTS AT MONTGOMERY HIGH SCHOOL.-$28,633
SUPPORT THE STUDENTS BAND PROGRAM BY PURCHASING MUSICAL INSTRUMENTS, EDUCATION, AND FACILITATE PARTICIPATION OF BAND MEMBERS AT LOCAL AND NATIONAL MUSICAL EVENTS-$11,621
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
L DALTONCo-President-$0--
J HARRIMANCo-President-$0--
H GREAVESTreasurer-$0--
M DALSINGSecretary-$0--
M COOKBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Montgomery Education Foundation
EIN
68-0376324
Phone
7075285512
Address
1250 HAHMAN DR, SANTA ROSA, CA 95405

Signing Officer

Name
H Greaves
Title
Treasurer
Signed
2023-02-10
Discuss with paid preparer
Yes

Preparer

Firm
Vm Accounting Services
Address
1101 COLLEGE AVE SUITE 240, SANTA ROSA, CA 95404
Preparer
Victoria Mwangi
Phone
7075424465
Supplemental Narrative

Additional Explanations

Other Revenue.1

Reimb of paid expenses $158

Grants and Similar Amounts Paid In Excess of $5,000.1

Class of Activity: SUPPORT VARIOUS DEPTS | Donee's Name: MONTGOMERY HIGH SCHOOL | Donee's Address: 1250 HAHMAN DR SANTA ROSA CA 95405 | Cash Amount Given: $24913

Other Expenses.1002

Office Expenses $5136

Other Expenses.1012

Insurance $350

Other Expenses.1

CHOIR EXPENSES $41031

Other Expenses.2

BAND PROGRAMS $11621

Other Expenses.3

Teacher appreciation $3327

Raw XML Appendix190 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/ExplanationTxt0REIMB OF PAID EXPENSES $158
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Class of Activity: SUPPORT VARIOUS DEPTS | Donee's Name: MONTGOMERY HIGH SCHOOL | Donee's Address: 1250 HAHMAN DR SANTA ROSA CA 95405 | Cash Amount Given: $24913
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ReturnHeader/TaxPeriodBeginDt02021-07-01
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ReturnHeader/TaxYr02021

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