Montgomery School
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 6,416,501 | 6,753,115 | −336,614 | 13.0 | 44% |
| 2012 | 6,408,551 | 6,716,108 | −307,557 | 12.5 | 42% |
| 2013 | 6,396,975 | 6,608,823 | −211,848 | 12.4 | 43% |
| 2014 | 6,799,646 | 6,835,592 | −35,946 | 11.9 | 40% |
| 2015 | 7,033,804 | 7,144,727 | −110,923 | 11.2 | 39% |
| 2016 | 7,420,648 | 7,428,237 | −7,589 | 10.7 | 39% |
| 2017 | 7,756,783 | 7,709,999 | 46,784 | 10.4 | 36% |
| 2018 | 7,945,865 | 7,877,043 | 68,822 | 10.3 | 36% |
| 2019 | 7,170,340 | 6,836,898 | 333,442 | 12.5 | 43% |
| 2020 | 7,176,609 | 7,309,080 | −132,471 | 11.5 | 44% |
| 2021 | 6,307,400 | 7,162,561 | −855,161 | 10.5 | 43% |
| 2022 | 7,213,639 | 7,561,908 | −348,269 | 9.2 | 42% |
| 2023 | 8,400,600 | 8,136,654 | 263,946 | 9.3 | 42% |
In its most recent public year (2023), this organization brought in $263,946 more than it spent. Its reserves stood at about 9.3 months of spending, down from 13 in 2011. Staff pay was 42% of spending. $469,985 of its net assets are donor-restricted.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
Montgomery School's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works