Montevuecitizens Auxiliaries Inc

Nonprofit profile at a glance

EIN
521631500
IRS 990-EZ coverage
2013–2024
Forms available
Form 990 2018, Form 990-EZ 2024, Form 990-N 2010
Location
Frederick, MD, USA
Phone
3014014741
Rating
66
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Single Organization Support

Reported finances

Revenue
$24,648
Expenses
$20,080
Assets
$208,943
Liabilities
$1,095

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

7 people listed

Executive titles in this filing

  • JOHN RENN (Vice President)
  • SUSANNE BASFORD (President)

People named in this filing

  • Liz Brady (General Member)
  • Barbara Fisher (General Member)
  • JOHN RENN (Vice President)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The corporation is organized to promote the welfare and enhance the quality of life of the residents of the Montevue Assisted Living facility and the Citizens Care and Rehabilitation Center, located in Frederick, Maryland, with particular emphasis on the establishment of programs of occupational therapy and promotion of social activities for the residents of each facility.

What it reported doing in 2024

Provide a time of relaxation and social interaction for residents of the Montevue Assisted Living facility and the Citizens Care and Rehabilitation Center by playing Bingo. All residents are welcome at their choosing. Small prizes are awarded during the event provided by the corporation.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 90% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 54
  • Transparency & Controls: 82
  • Sustainability: 71
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 55.6%; rating input score 56
  • Program expense ratio: 50.9%; rating input score 51

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 18.5%; rating input score 72; 72nd percentile among comparable filings
  • Total-asset coverage ratio: 10.41; rating input score 92; 92nd percentile among comparable filings
  • Liabilities to assets ratio: 0.01; rating input score 31; 31st percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 8% per year; rating input score 100; 68th percentile among comparable filings
  • Revenue growth: -3.4% per year; rating input score 0; 39th percentile among comparable filings
  • Asset growth: 12.6% per year; rating input score 100; 77th percentile among comparable filings

Details

  • Where the money goes: 55.6% of revenue deployed · 50.9% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 2 filed program accomplishments · $10K in reported program spending
  • Leadership: top reported pay $0 · 7 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 11 filing years from 2013 to 2024
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Financial Efficiency: Mission deployment rate scored 56/100.
  • Review — Financial Efficiency: Program expense ratio scored 51/100.
  • High — Growth: Revenue growth scored 0/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 31/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.