Montgomery Cotillion

Nonprofit profile at a glance

EIN
472915624
IRS 990-EZ coverage
2019–2024
Forms available
Form 990-EZ 2024
Location
Montgomery, TX, USA
Phone
2815410661
Rating
80
Verdict
STRONG
Rating confidence
Moderate
Sector
Youth Development Programs

Reported finances

Revenue
$103,471
Expenses
$85,674
Assets
$28,691

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

Leadership & pay

6 people listed

Executive titles in this filing

  • Meredith Janisch (President)
  • Roslyn Valentino (Vice President)

People named in this filing

  • Meredith Janisch (President)
  • Roslyn Valentino (Vice President)
  • Cammie Trapolino (Co-Treasurer)

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 purpose of this organization shall be to advance the skills of social interactions for its members through exposure to a variety of of cultural situations.

What it reported doing in 2024

Formal Ball where members are presented to the Members family, Friends and the public. Includes formal dinner, presentation anddance. Includes all 130 members, guests and family.

Operating model

Revenue model
Membership-supported. 83% of the money available for current operations came from membership dues.
Distribution model
Direct operator. The filing allocates 100% 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

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 80
  • Transparency & Controls: 82
  • Sustainability: 49
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 73.9%; rating input score 74
  • Program expense ratio: 89.2%; rating input score 89

Transparency & Controls

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

Sustainability

  • Operating margin: 17.2%; rating input score 70; 70th percentile among comparable filings
  • Total-asset coverage ratio: 0.33; rating input score 28; 28th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: 3.9% per year; rating input score 100; 43rd percentile among comparable filings
  • Revenue growth: 3.5% per year; rating input score 100; 40th percentile among comparable filings
  • Asset growth: 10.6% per year; rating input score 100; 63rd percentile among comparable filings

Details

  • Where the money goes: 73.9% of revenue deployed · 89.2% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $76K in reported program spending
  • Leadership: top reported pay $0 · 6 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 6 filing years from 2019 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.

  • High — Sustainability: Total-asset coverage ratio scored 28/100.