Montgomery Hills Recreation Inc

Nonprofit profile at a glance

EIN
310913366
IRS 990-EZ coverage
2020–2024
Forms available
Form 990-EZ 2024
Location
Maineville, OH, USA
Phone
8596552300
Rating
78
Verdict
SUPPORTED
Rating confidence
Moderate

Reported finances

Revenue
$141,667
Expenses
$131,117
Assets
$132,555
Liabilities
$0

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

Leadership & pay

6 people listed

Executive titles in this filing

  • ROB WESTAWAY (PRESIDENT)
  • PAUL STELMACK (VICE PRESIDENT)

People named in this filing

  • ROB WESTAWAY (PRESIDENT)
  • JEFFREY DEVOL (TRUSTEE)
  • JEFF BEITING (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 operation and maintenance of a residential recreation center.

What it reported doing in 2024

The operation and maintenance of the swimming pool and tennis courts for montgomery hills residents.

Operating model

Revenue model
Membership-supported. 99% 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

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 74
  • Transparency & Controls: 82
  • Sustainability: 59
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 71.9%; rating input score 72
  • Program expense ratio: 77.7%; rating input score 78

Transparency & Controls

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

Sustainability

  • Operating margin: 7.4%; rating input score 53; 53rd percentile among comparable filings
  • Total-asset coverage ratio: 1.01; rating input score 60; 60th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 76; 76th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: 14.1% per year; rating input score 100; 69th percentile among comparable filings
  • Revenue growth: 11.5% per year; rating input score 100; 70th percentile among comparable filings
  • Asset growth: 18.8% per year; rating input score 100; 79th percentile among comparable filings

Details

  • Where the money goes: 71.9% of revenue deployed · 77.7% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $102K in reported program spending
  • Leadership: top reported pay $0 · 6 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 4 filing years from 2020 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 — Sustainability: Operating margin scored 53/100.