Stephen Montgomery Scholarship Fund

EIN 85-6775101 • Barre, VT

PO Box 473Barre, VT 05641

Siviq Scores

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

0.00x

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

$1M-$5M nonprofits • Source year 2024

0.00x

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

$1M-$5M nonprofits • Source year 2024

61%

Higher net margin than 91% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

$11,822

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 12.7% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

4.7%

Faster asset growth than 56% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

-89%

Faster revenue growth than 1% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets32nd percentile

Assets

$1,283,013

Up $57,047 (+4.7%) from 2023

Liabilities

Flat

Flat from 2023

Net Assets

$1,283,013

Up $57,047 (+4.7%) from 2023

Operations

Liabilities / Revenue33rd percentile Net Margin91st percentile

Revenue

Down

$93,308

Down $773,905 (-89%) from 2023

Expenses

$36,261

Up $15,314 (+73%) from 2023

Net Income

Down

$57,047

Down $789,219 (-93%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth56th percentile

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

Highlighted filing

2024

Assets$1,283,013

Liabilities$0

Net Assets$1,283,013

Open 2024 Filing

Operations Trend

Revenue Growth1st percentile

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

Highlighted filing

2024

Revenue$93,308

Expenses$36,261

Net Income$57,047

Open 2024 Filing

Filings

Most recent year

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

Open filing

Assets: $1,283,013
Liabilities: $0
Net assets: $1,283,013
Revenue: $93,308
Expenses: $36,261
Net income: $57,047

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$1.28	$0.00	$1.28	$0.09	$0.04	$0.06
2023Detailed filing. Detailed filing data is available for this year.	$1.23	$0.00	$1.23	$0.87	$0.02	$0.85
2022Detailed filing. Detailed filing data is available for this year.	$0.39	$0.01	$0.38	$0.10	$0.02	$0.08

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2024 to Dec 31, 2024
Signed: May 5, 2025
Return Version: 2024v5.1

Compensation and Service Providers

Top Officer Pay51st percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
ADRIAN OTTERMAN	Trustee	-	$11,822	-	$11,822

Filing and Contact Details

Filer

Filer Name: Stephen Montgomery Scholarship Fund
EIN: 85-6775101
Phone: 8024792552
Address: PO BOX 473, BARRE, VT 05641

Signing Officer

Name: Adrian Otterman
Title: Trustee
Phone: 8024792552
Signed: 2025-05-05

Preparer

Firm: Salvador and Babic PC
Address: PO Box 593, Barre, VT 05641
Preparer: Dennis N Perrault CPA
Phone: 8024768673

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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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IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	THE FUND PROVIDES SCHOLARSHIPS TO ASSIST RANDOLPH & WHITE RIVER HIGH SCHOOL GRADUATES WITH EDUCATION AT A 4 YEAR COLLEGE OR UNIVERSITY. PREFERENCE IS GIVEN TO THOSE SEEKING A BACHELORS DEGREE IN FORESTRY, AGRICULTURE, ANIMAL HUSBANDRY OR LAND MANAGEMENT
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	20000
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	SCHOLARSHIP APPLICATION FORM USED BY RANDOLPH UNION HIGH SCHOOL AND WHITE RIVER VALLEY HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	ADRIAN OTTERMAN TRUSTEE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	8024792552
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	PO BOX 473
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	BARRE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	VT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	05641
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	SCHOLARSHIPS TO 4 YEAR DEGREE PROGRAMS, PREFERABLY IN FORESTRY, AGRICULTURE, ANIMAL HUSBANDRY OR LAND MGMT.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	AS REQUIRED BY THE HIGH SCHOOL SCHOLARSHIP COMMITTEE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	10800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	9200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	RANDOLPH UNION HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	WHITE RIVER VALLEY HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	15 FOREST STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	223 S WINDSOR ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	RANDOLPH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	SO ROYALTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	VT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	VT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	05060
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	05068
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	20000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	21458
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	8060
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	54157
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	29518
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	32699
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	8060
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	ESTATE OF STEPHEN MONTGOMERY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	PO BOX 473
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	BARRE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	VT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	05641
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	44906
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	OTTERMAN & ALLEN LEGAL & PROFESSIONAL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	9458
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	11822
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	2364
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	0	13
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	BROKERAGE ACCOUNT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	60
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	137
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	60
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	150
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BalanceDueAmt	0	715881
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BorrowerNameGrp/BusinessName/BusinessNameLine1Txt	0	JAMES KENNY & MELANIE GILMAN
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/ConsiderationFMVAmt	0	1350000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InsiderRelationshipTxt	0	NONE
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InterestRt	0	0.02540000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LenderConsiderationDesc	0	SELLER FINANCED EQUIPMENT & GOODWILL
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanMaturityDt	0	1931-12
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanOriginalAmt	0	1350000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanPurposeTxt	0	SALE OF OPERATING BUSINESS
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/NoteDt	0	2016-09
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/RepaymentTermsTxt	0	$8,687 MONTHLY
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/SecurityProvidedBorrowerTxt	0	PERSONAL PROPERTY (LOGGING EQUIP)
TaxesSchedule/TaxesDetail/Amt	0	1143
TaxesSchedule/TaxesDetail/CategoryTxt	0	2023 SEC 4940 TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	1143
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	ADRIAN OTTERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8024792552
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	STEPHEN MONTGOMERY SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt	0	STEP
ReturnHeader/Filer/EIN	0	856775101
ReturnHeader/Filer/PhoneNum	0	8024792552
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 473
ReturnHeader/Filer/USAddress/CityNm	0	BARRE
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	VT
ReturnHeader/Filer/USAddress/ZIPCd	0	05641
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	030275888
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Salvador and Babic PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	PO Box 593
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Barre
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	VT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	05641
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8024768673
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2025-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Dennis N Perrault CPA
ReturnHeader/ReturnTs	0	2025-05-07T08:26:50-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-01-01
ReturnHeader/TaxPeriodEndDt	0	2024-12-31
ReturnHeader/TaxYr	0	2024

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