Civic Intelligence

Yes Montgomery

EIN 85-3025347 • 501(c)3 • Montgomery, TX

Pub. 78 Eligible

Profile

Mission is to provide assistance to underpriviledged students.

22548 Highway 105 WMontgomery, TX 77356

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

53rd percentile

3.3%

Higher net margin than 53% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

63rd percentile

5.2%

Faster asset growth than 63% of similar nonprofits.

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

Revenue Growth

90th percentile

89%

Faster revenue growth than 90% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$11,983

Up $593 (+5.2%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$11,983

Up $593 (+5.2%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin53rd percentile

Revenue

Up

$18,200

Up $8,558 (+89%) from 2023

Expenses

Up

$17,607

Up $7,354 (+72%) from 2023

Net Income

Up

$593

Up $1,204 (+197%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

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

$15K$10K$5.0K$0Assets 2020: $2,968Liabilities 2020: $0Net Assets 2020: $2,9682020Assets 2021: $9,708Liabilities 2021: $0Net Assets 2021: $9,7082021Assets 2022: $12,001Liabilities 2022: $0Net Assets 2022: $12,0012022Assets 2023: $11,390Liabilities 2023: $0Net Assets 2023: $11,3902023Assets 2024: $11,983Net Assets 2024: $11,9832024

Highlighted filing

2024

Assets$11,983
Liabilities-
Net Assets$11,983
Open 2024 Filing

Operations Trend

Revenue Growth90th percentile

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

$20K$15K$10K$5.0K$0-$5.0KRevenue 2020: $10,548Expenses 2020: $7,580Net Income 2020: $2,9682020Revenue 2021: $7,000Expenses 2021: $260Net Income 2021: $6,7402021Revenue 2022: $6,860Expenses 2022: $4,567Net Income 2022: $2,2932022Revenue 2023: $9,642Expenses 2023: $10,253Net Income 2023: -$6112023Revenue 2024: $18,200Expenses 2024: $17,607Net Income 2024: $5932024

Highlighted filing

2024

Revenue$18,200
Expenses$17,607
Net Income$593
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$11,983
Liabilities
-
Net assets
$11,983
Revenue
$18,200
Expenses
$17,607
Net income
$593
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.0$12.0$18.2$17.6$0.59
2023Detailed filing. Detailed filing data is available for this year.$11.4$0.00$11.4$9.64$10.3$0.61
2022Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$6.86$4.57$2.29
2021Detailed filing. Detailed filing data is available for this year.$9.71$0.00$9.71$7.00$0.26$6.74
2020Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$10.5$7.58$2.97
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.1
Gross Receipts
$18,200
Mission and Program Overview

Mission

Mission is to provide assistancwe to underpriviledged students.

Mission is to provide assistance to underpriviledged students.

Program Services

DescriptionGrantsExpenses
Provided support for underpriviledged students at Montgomery Independent Schools that were unable to pay for meals and other essentials. The amounts given were requested by the Teachers and Counselors of Montgomery Independent School District. The number of students benefited from the assitance and events was around 150. The organization also participated in a program relating to students with disabilities.YES provided funds to be used for underserved and underpriviledged students.--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Leonard BenchVice President-$0--
Richard RaunPresident-$0--
Nancy WaltzTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Yes Montgomery
EIN
85-3025347
Phone
8325151040
Address
22548 Highway 105 W, Montgomery, TX 77356

Signing Officer

Name
Richard Raun
Title
President
Signed
2025-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Nancy Waltz PC
Address
142 Wedgewood Drive West, Montgomery, TX 77356
Preparer
Nancy Waltz
Phone
8325151040
Supplemental Narrative

Additional Explanations

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

“Class of Activity: School | Donee's Name: Montgomery Independent School District | Donee's Address: 22825 Hwy 105 Montgomery TX 77356 | Relationship of Donee: Local school | Cash Amount Given: $16000”

Other Expenses.1012

“Insurance $1220”

Other Expenses.1

“Website $179”

Other Expenses.3

“Bank Charges $66”

Raw XML Appendix143 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/PersonNm0Nancy Waltz
IRS990EZ/BooksInCareOfDetail/PhoneNum08325151040
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0142 Wedgewood Dr W
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Montgomery
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077356
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011390
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011983
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt018200
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0593
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt011390
IRS990EZ/Form990TotalAssetsGrp/EOYAmt011983
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt016000
IRS990EZ/GrossReceiptsAmt018200
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt011390
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011983
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt011390
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt011983
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Leonard Bench
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Richard Raun
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Nancy Waltz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01465
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Mission is to provide assistance to underpriviledged students.
IRS990EZ/PrintingPublicationsPostageAmt0142
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided support for underpriviledged students at Montgomery Independent Schools that were unable to pay for meals and other essentials. The amounts given were requested by the Teachers and Counselors of Montgomery Independent School District. The number of students benefited from the assitance and events was around 150. The organization also participated in a program relating to students with disabilities.YES provided funds to be used for underserved and underpriviledged students.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt017607
IRS990EZ/TotalRevenueAmt018200
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt018200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt09642
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06860
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt010548
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt052250
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt052250
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt018200
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt09642
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt06860
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt07000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt010548
IRS990ScheduleA/Total509Grp/TotalAmt052250
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt018200
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt09642
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt06860
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt07000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt010548
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt052250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: School | Donee's Name: Montgomery Independent School District | Donee's Address: 22825 Hwy 105 Montgomery TX 77356 | Relationship of Donee: Local school | Cash Amount Given: $16000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1220
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Website $179
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Bank Charges $66
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Richard Raun
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0YES MONTGOMERY
ReturnHeader/Filer/BusinessNameControlTxt0YESM
ReturnHeader/Filer/EIN0853025347
ReturnHeader/Filer/PhoneNum08325151040
ReturnHeader/Filer/USAddress/AddressLine1Txt022548 Highway 105 W
ReturnHeader/Filer/USAddress/CityNm0Montgomery
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077356
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760587926
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Nancy Waltz PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0142 Wedgewood Drive West
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Montgomery
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077356
ReturnHeader/PreparerPersonGrp/PhoneNum08325151040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nancy Waltz
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-12T09:38:50-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits