Civic Intelligence

Yes Montgomery

990EZ • Fiscal year 2021 • EIN 85-3025347

Jan 01, 2021 to Dec 31, 2021 • Filed on May 03, 2022

22548 Highway 105 WMontgomery, TX 77356

(832) 515-1040

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

98th percentile

96%

Higher net margin than 98% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

95th percentile

227%

Faster asset growth than 95% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

24th percentile

-34%

Faster revenue growth than 24% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$9,708

Up $6,740 (+227%) from 2020

Net Assets

Up

$9,708

Up $6,740 (+227%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$7,000

Down $3,548 (-34%) from 2020

Expenses

Down

$260

Down $7,320 (-97%) from 2020

Net Income

Up

$6,740

Up $3,772 (+127%) from 2020

Historical Trend

Balance Sheet Trend

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

$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

2021

Assets$9,708
Liabilities$0
Net Assets$9,708

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$7,000
Expenses$260
Net Income$6,740
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 3, 2022
Return Version
2021v4.0
Gross Receipts
$7,000
Mission and Program Overview

Mission

Mission is to provide assistance to underpriviledged students.

Program Services

DescriptionGrantsExpenses
Provided support for underpriviledged students at Montgomery High School 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 studends benefited from the assitance was around two.$60-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Leonard BenchPresident-$0--
Danny RichardsVice President-$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
Leonard Bench
Title
President
Signed
2022-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Nancy Waltz PC
Address
142 Wedgewood Drive West, Montgomery, TX 77356
Preparer
Nancy Waltz
Phone
9364496942
Raw XML Appendix132 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/BooksInCareOfDetail/PersonNm0Nancy Waltz
IRS990EZ/BooksInCareOfDetail/PhoneNum09364496942
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0142 Wedgewood Dr W
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Montgomery
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077356
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02968
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09708
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07000
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06740
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt060
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt02968
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0200
IRS990EZ/GrossReceiptsAmt07000
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt02968
IRS990EZ/NetAssetsOrFundBalancesEOYAmt09708
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt02968
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt09708
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Leonard Bench
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Danny Richards
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Nancy Waltz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Mission is to provide assistance to underpriviledged students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided support for underpriviledged students at Montgomery High School 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 studends benefited from the assitance was around two.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt060
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/TotalExpensesAmt0260
IRS990EZ/TotalProgramServiceExpensesAmt060
IRS990EZ/TotalRevenueAmt07000
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt010548
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt017548
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/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt017548
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt07000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt010548
IRS990ScheduleA/Total509Grp/TotalAmt017548
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt07000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt010548
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt017548
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Leonard Bench
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-03
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/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/PhoneNum09364496942
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nancy Waltz
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-05-03T15:41:34-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Leonard
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Bench
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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Filings