Civic Intelligence

Cafe Montgomery Co Joel Goldberg

EIN 83-4686765 • 501(c)3 • Rockville, MD

Profile

Provide financial education to the montgomery county population

50 W Montgomery AveRockville, MD 20850

cafemontgomerymd.org

Siviq Scores

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

Liabilities / Assets

94th percentile

1.25x

Higher debt load relative to assets than 94% of similar nonprofits.

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

Liabilities / Revenue

88th percentile

0.25x

Higher debt load relative to revenue than 88% of similar nonprofits.

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

Net Margin

65th percentile

11%

Higher net margin than 65% of similar nonprofits.

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

Top Officer Pay

96th percentile

$74,796

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 54.1% of source-year revenue.

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

Asset Growth

93rd percentile

128%

Faster asset growth than 93% of similar nonprofits.

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

Revenue Growth

94th percentile

151%

Faster revenue growth than 94% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets94th percentile

Assets

Up

$27,498

Up $15,456 (+128%) from 2021

Liabilities

Up

$34,495

Up $1 (+0.0%) from 2021

Net Assets

Up

-$6,997

Up $15,455 (+69%) from 2021

Operations
Liabilities / Revenue88th percentileNet Margin65th percentile

Revenue

Up

$138,264

Up $83,264 (+151%) from 2021

Expenses

Up

$122,809

Up $45,357 (+59%) from 2021

Net Income

Up

$15,455

Up $37,907 (+169%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth93rd percentile

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

$40K$20K$0-$20K-$40KAssets 2021: $12,042Liabilities 2021: $34,494Net Assets 2021: -$22,4522021Assets 2022: $27,498Liabilities 2022: $34,495Net Assets 2022: -$6,9972022

Highlighted filing

2022

Assets$27,498
Liabilities$34,495
Net Assets-$6,997
Open 2022 Filing

Operations Trend

Revenue Growth94th percentile

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

$150K$100K$50K$0-$50KRevenue 2021: $55,000Expenses 2021: $77,452Net Income 2021: -$22,4522021Revenue 2022: $138,264Expenses 2022: $122,809Net Income 2022: $15,4552022

Highlighted filing

2022

Revenue$138,264
Expenses$122,809
Net Income$15,455
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,498
Liabilities
$34,495
Net assets
-$6,997
Revenue
$138,264
Expenses
$122,809
Net income
$15,455
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.27$0.34$0.07$1.38$1.23$0.15
2021Detailed filing. Detailed filing data is available for this year.$0.12$0.34$0.22$0.55$0.77$0.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 9, 2023
Return Version
2022v5.0
Gross Receipts
$138,264
Mission and Program Overview

Mission

Provide financial education to the montgomery county population

Program Services

DescriptionGrantsExpenses
FINANCIAL EMPOWERMENT CENTER OF MONTGOMERY COUNTY$116,835$116,835
VITA TAX PREPARATION$22,562$22,562
ONE-ON-ONE FINANCIAL COACHING$5,000$5,000
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RON JENNINGSPresidentFT$74,796-$74,796
JOEL GOLDBERGTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Cafe Montgomery Co Joel Goldberg
EIN
83-4686765
Phone
3016057388
Address
50 W MONTGOMERY AVE, ROCKVILLE, MD 20850

Signing Officer

Name
Joel Goldberg
Title
President
Phone
3016057388
Signed
2023-05-09

Preparer

Firm
PINCUS & GOLDBERG CPA'S
Address
50 W MONTGOMERY AVE SUITE 330, ROCKVILLE, MD 20850
Preparer
Joel Goldberg CPA Cfp
Phone
3016057388
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“VITA EXPENSES 16429.”

Form 990EZ, Part I, Line 16

“Other business expenses 14237.”

Raw XML Appendix153 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
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IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0JOEL GOLDBERG
IRS990EZ/BooksInCareOfDetail/PhoneNum03016057388
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt050 W MONTGOMERY AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROCKVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd020850
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012042
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027498
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0138264
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt015455
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt012042
IRS990EZ/Form990TotalAssetsGrp/EOYAmt027498
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0138264
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-22452
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-6997
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-22452
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-6997
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt074796
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RON JENNINGS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOEL GOLDBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt030666
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE FINANCIAL EDUCATION TO THE MONTGOMERY COUNTY POPULATION
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FINANCIAL EMPOWERMENT CENTER OF MONTGOMERY COUNTY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1VITA TAX PREPARATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2ONE-ON-ONE FINANCIAL COACHING
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0116835
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt122562
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt25000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0116835
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt122562
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt25000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt092143
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt034494
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt034495
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0122809
IRS990EZ/TotalProgramServiceExpensesAmt0144397
IRS990EZ/TotalRevenueAmt0138264
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0CAFEMONTGOMERYMD.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0138264
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt055000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0193264
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal509Amt0193264
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0138264
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt055000
IRS990ScheduleA/Total509Grp/TotalAmt0193264
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0193264
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VITA EXPENSES 16429.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OTHER BUSINESS EXPENSES 14237.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOEL GOLDBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03016057388
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CAFE MONTGOMERY CO JOEL GOLDBERG
ReturnHeader/Filer/BusinessNameControlTxt0CAFE
ReturnHeader/Filer/EIN0834686765
ReturnHeader/Filer/PhoneNum03016057388
ReturnHeader/Filer/USAddress/AddressLine1Txt050 W MONTGOMERY AVE
ReturnHeader/Filer/USAddress/CityNm0ROCKVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd020850
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521450824
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PINCUS & GOLDBERG CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt050 W MONTGOMERY AVE SUITE 330
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCKVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020850
ReturnHeader/PreparerPersonGrp/PhoneNum03016057388
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOEL GOLDBERG CPA CFP
ReturnHeader/ReturnTs02023-05-15T11:07:26-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GOLDBERG
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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