Civic Intelligence

Yes Montgomery

990EZ • Fiscal year 2023 • EIN 85-3025347

Jan 01, 2023 to Dec 31, 2023 • Filed on May 08, 2024

Organization ProfileN/A
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

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

31st percentile

-6.3%

Higher net margin than 31% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

38th percentile

-5.1%

Faster asset growth than 38% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

77th percentile

41%

Faster revenue growth than 77% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$11,390

Down $611 (-5.1%) from 2022

Net Assets

Down

$11,390

Down $611 (-5.1%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin31st percentile

Revenue

Up

$9,642

Up $2,782 (+41%) from 2022

Expenses

Up

$10,253

Up $5,686 (+125%) from 2022

Net Income

Down

-$611

Down $2,904 (-127%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

2023

Assets$11,390
Liabilities$0
Net Assets$11,390
Open 2023 Filing

Operations Trend

Revenue Growth77th percentile

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

2023

Revenue$9,642
Expenses$10,253
Net Income-$611
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 8, 2024
Return Version
2023v5.0
Gross Receipts
$9,642
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 and events was around 75. The organization also participated in a program relating to students with disabilities.-$544
Compensation and Service Providers
Top Officer Pay78th 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
2024-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Nancy Waltz PC
Address
142 Wedgewood Drive West, Montgomery, TX 77356
Preparer
Nancy Waltz
Phone
9364496942
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: $9709”

Other Expenses.1002

“Office Expenses $164”

Other Expenses.1

“Website $182”

Other Expenses.3

“Bank Charges $60”

Raw XML Appendix148 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/PhoneNum09364496942
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0142 Wedgewood Dr W
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Montgomery
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077356
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012001
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011390
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt09642
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-611
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt012001
IRS990EZ/Form990TotalAssetsGrp/EOYAmt011390
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt09709
IRS990EZ/GrossReceiptsAmt09642
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012001
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011390
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012001
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt011390
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
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/OtherExpensesTotalAmt0406
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Mission is to provide assistance to underpriviledged students.
IRS990EZ/PrintingPublicationsPostageAmt0138
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 and events was around 75. The organization also participated in a program relating to students with disabilities.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0544
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/TotalExpensesAmt010253
IRS990EZ/TotalProgramServiceExpensesAmt0544
IRS990EZ/TotalRevenueAmt09642
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09642
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06860
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt010548
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt034050
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/PublicSupportTotal509Amt034050
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt09642
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt06860
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt07000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt010548
IRS990ScheduleA/Total509Grp/TotalAmt034050
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt09642
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt06860
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt07000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt010548
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt034050
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: $9709
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $164
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Website $182
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Bank Charges $60
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Richard Raun
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-08
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/PhoneNum09364496942
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nancy Waltz
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-08T15:55:33-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Richard
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Raun
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,390
Liabilities
$0
Net assets
$11,390
Revenue
$9,642
Expenses
$10,253
Net income
-$611
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