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Nonprofit · EIN 04-2131757

MONTGOMERY HOME FOR AGED PEOPLE INC

Tax-exempt · MIDDLEBORO, MA 02346

Financials

$95K$222K2022$42K$226K2023
Revenue Expenses · by fiscal year end
Financials of MONTGOMERY HOME FOR AGED PEOPLE INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2024990-PF$42,120$226,322-$184,202$1,066,309$28,248$1,038,061
September 30, 2023990-PF$95,434$221,748-$126,314$1,116,068$12,027$1,104,041
Financial details: 990-PF for the year ended September 30, 2024

Revenue

Dividends
$40,045
Interest
$231
Other income
$1,844

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$41,596
Salaries, compensation and benefits (total)
$72,797
Excise tax on investment income
$1,691

Balance sheet and other

Total assets, start of year
$1,116,068
Total assets, end of year
$1,066,309
Total liabilities, end of year
$28,248
Net assets, end of year
$1,038,061
Fair market value of assets
$1,642,916
Net investment income
$121,658

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended September 30, 2024, highest compensation first.

NameTitleHours / weekCompensation
RONALD H HOLMGREN
259 WAREHAM ST, MIDDLEBORO, MA 02346
TREASURER20$14,250
DEIRDRE A CAHOON
19 CORINNE PARKWAY, MIDDLEBORO, MA 02346
DIRECTOR5$4,115
RONALD H HOLMGREN
5 LAKESHORE CENTER, BRIDGEWATER, MA 02324
DIRECTOR5$4,115
THEODORE CAHOON
19 CORINNE PARKWAY, MIDDLEBORO, MA 02346
DIRECTOR5$4,115
DEBORAH PARSONS
741 PLYMOUTH ST, MIDDLEBORO, MA 02346
DIRECTOR5$4,115
GEORGE PARSONS
741 PLYMOUTH ST, MIDDLEBORO, MA 02346
DIRECTOR5$4,115
GERALD L THAYER
2 CAREY STREET, MIDDLEBORO, MA 02346
DIRECTOR5$3,740
BRETT HOLMGREN
259 WAREHAM ST, MIDDLEBORO, MA 02346
DIRECTOR5$1,531
PATRICIA BETTENCOURT
PLYMOUTH ST, MIDDLEBORO, MA 02346
DIRECTOR5$1,500
990-PF for the year ended September 30, 2023: 7 people
NameTitleHours / weekCompensation
RONALD H HOLMGREN
259 WAREHAM ST, MIDDLEBORO, MA 02346
TREASURER20$18,000
DEIRDRE A CAHOON
19 CORINNE PARKWAY, MIDDLEBORO, MA 02346
DIRECTOR5$4,695
RONALD H HOLMGREN
5 LAKESHORE CENTER, BRIDGEWATER, MA 02324
DIRECTOR5$4,695
THEODORE CAHOON
19 CORINNE PARKWAY, MIDDLEBORO, MA 02346
DIRECTOR5$4,695
DEBORAH PARSONS
741 PLYMOUTH ST, MIDDLEBORO, MA 02346
DIRECTOR5$4,695
GEORGE PARSONS
741 PLYMOUTH ST, MIDDLEBORO, MA 02346
DIRECTOR5$4,695
GERALD L THAYER
2 CAREY STREET, MIDDLEBORO, MA 02346
DIRECTOR5$4,270

Address and contacts

Address (IRS master file)
64 S MAIN ST, MIDDLEBORO, MA 02346-2352
In care of
% RON HOLMGREM
Signed the 990-PF
RONALD H HOLMGREN, TREASURER
Phone
(508) 427-5522
Return prepared by
RONALD H HOLMGREN CPA

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026Not on file
2023September 30, 2024February 18, 2025990-PF on file

IRS record

EIN
04-2131757
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private operating foundation
Donations deductible (Pub 78)
Private operating foundation, 50% limit
Exempt since
1934
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$1,066,309
Income (IRS master file)
$42,120

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2024$42,120$226,322$1,066,309XML
990-PFSeptember 2023$95,434$221,748$1,116,068XML
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS
990-PFSeptember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-2131757).

Questions about MONTGOMERY HOME FOR AGED PEOPLE INC

What is the EIN of MONTGOMERY HOME FOR AGED PEOPLE INC?
The employer identification number (EIN) of MONTGOMERY HOME FOR AGED PEOPLE INC is 04-2131757.
Is MONTGOMERY HOME FOR AGED PEOPLE INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1934.
Are donations to MONTGOMERY HOME FOR AGED PEOPLE INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
Which annual return does MONTGOMERY HOME FOR AGED PEOPLE INC file?
Form 990-PF. Private foundations file every year.
When is the next return of MONTGOMERY HOME FOR AGED PEOPLE INC due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MONTGOMERY HOME FOR AGED PEOPLE INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended September 2024.
Who are the officers and directors of MONTGOMERY HOME FOR AGED PEOPLE INC?
The 990-PF for the year ended September 30, 2024 lists 9 people; 9 received compensation from the organization, the highest $14,250 (RONALD H HOLMGREN, TREASURER).
How much revenue does MONTGOMERY HOME FOR AGED PEOPLE INC have?
On its 990-PF for the year ended September 30, 2024 it reported revenue of $42,120, expenses of $226,322 and total assets of $1,066,309 at year end.

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