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Montgomery Trace Property Owners Association

Organization summary

Type of Nonprofit

Designated as a Civic leagues, social welfare organizations and local associations of employees, created to promote community welfare for charitable, educational or recreational purposes.

Category: Community Improvement, Capacity Building / Community, Neighborhood Development, Improvement (General) (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$363k (2024)

Expenses
$375k (2024)

Total Assets
$2.01M (2024)

Total Liabilities
$201k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$363,122
Expenses
$374,814
Net Income
-$11,692
Net Assets
$1,809,316
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $315,887
87.0%
Investment Income $47,235
13.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,009,915
Total Liabilities $200,599
Net Assets $1,809,316
Compensation
Key Employees and Officers Compensation Related Other
Clarice Womack (President) $0 $0 $0
Leonard Brunasso (Vice President) $0 $0 $0
Art Shaddix Jr (Secretary) $0 $0 $0
Lanny Semmler (Treasurer) $0 $0 $0
Kerry Armstrong (Member At Large) $0 $0 $0
Stacey Burlin (Member At Large) $0 $0 $0
Paul Kleinen (Member At Large) $0 $0 $0
Christoper Insell (Member At Large) $0 $0 $0
Rahul Mehra (Member At Large) $0 $0 $0
Warren Barnhart (Member At Large) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$362,344
Expenses
$466,073
Net Income
-$103,729
Net Assets
$1,831,918
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $331,297
91.4%
Investment Income $31,047
8.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,976,288
Total Liabilities $144,370
Net Assets $1,831,918
Compensation
Key Employees and Officers Compensation Related Other
Bruno Brunasso (Vice Preside) $0 $0 $0
Karen Friedel (Member At La) $0 $0 $0
Paul Kliendel (Member At La) $0 $0 $0
Rahul Mehra (Member At La) $0 $0 $0
Dave Roberts (Treasurer) $0 $0 $0
Lanny Semmler (Treasurer) $0 $0 $0
Art Shaddix (Secretary) $0 $0 $0
Damon Smart (Member At La) $0 $0 $0
Clarice Womack (President) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$340,905
Expenses
$289,534
Net Income
$51,371
Net Assets
$1,935,296
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $16,765
4.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $324,140
95.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,105,253
Total Liabilities $169,957
Net Assets $1,935,296
Compensation
Key Employees and Officers Compensation Related Other
Clarice Womack (President) $0 $0 $0
Leonard Brunasso (Vice President) $0 $0 $0
John Shaddix Jr (Secretary) $0 $0 $0
David Roberts (Treasurer) $0 $0 $0
Kerry Armstrong (Director) $0 $0 $0
Damon Smart Iv (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$285,550
Expenses
$282,638
Net Income
$2,912
Net Assets
$1,883,801
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $284,174
99.5%
Investment Income $1,376
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,038,926
Total Liabilities $155,125
Net Assets $1,883,801
Compensation
Key Employees and Officers Compensation Related Other
Leonard Brunasso (Vice President) $0 $0 $0
Damon Smart Iv (Director) $0 $0 $0
Karen S Friedel (Director) $0 $0 $0
Lanny Semmler (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$300,081
Expenses
$222,619
Net Income
$77,462
Net Assets
$1,880,889
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $291,808
97.2%
Investment Income $8,273
2.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,008,416
Total Liabilities $127,527
Net Assets $1,880,889
Compensation
Key Employees and Officers Compensation Related Other
Jack Popham (President) $0 $0 $0
Clarice Womack (Vice President) $0 $0 $0
Warren Barnhart (Secretary) $0 $0 $0
David Roberts (Treasurer) $0 $0 $0
Jon Teunis (Director) $0 $0 $0
John Art Shaddix (Director) $0 $0 $0
Leonard Brunasso (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$300,553
Expenses
$239,310
Net Income
$61,243
Net Assets
$1,803,427
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $291,352
96.9%
Investment Income $9,201
3.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,955,716
Total Liabilities $152,289
Net Assets $1,803,427
Compensation
Key Employees and Officers Compensation Related Other
John Shaddix (Director) $0 $0 $0
David Roberts (Director) $0 $0 $0
Susie Schreiber (Director) $0 $0 $0
Leonard Brunasso (Director) $0 $0 $0
Warren Barnhart (Director) $0 $0 $0
Jon Teunis (Director) $0 $0 $0
Jack Popham (President) $0 $0 $0
Clarice Womack (Vice President) $0 $0 $0
Dana Shockey (Secretary) $0 $0 $0
Larry Mickelson (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$293,356
Expenses
$435,624
Net Income
-$142,268
Net Assets
$1,742,184
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $285,992
97.5%
Investment Income $7,364
2.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,868,641
Total Liabilities $126,457
Net Assets $1,742,184
Compensation
Key Employees and Officers Compensation Related Other
John Shaddix (Director) $0 $0 $0
David Roberts (Director) $0 $0 $0
Susie Schreiber (Director) $0 $0 $0
Leonard Brunasso (Director) $0 $0 $0
Warren Barnhart (Director) $0 $0 $0
Jack Popham (President) $0 $0 $0
Clarice Womack (Vice President) $0 $0 $0
Dana Shockey (Secretary) $0 $0 $0
Larry Mickelson (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$300,760
Expenses
$344,457
Net Income
-$43,697
Net Assets
$1,884,452
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $292,979
97.4%
Investment Income $7,781
2.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,006,633
Total Liabilities $122,181
Net Assets $1,884,452
Compensation
Key Employees and Officers Compensation Related Other
John Shaddix (Director) $0 $0 $0
Paul Nicks (Director) $0 $0 $0
Susie Schreiber (Director) $0 $0 $0
Leonard Brunasso (Director) $0 $0 $0
Warren Barnhart (Director) $0 $0 $0
David Roberts (Director) $0 $0 $0
Jack Popham (President) $0 $0 $0
Clarice Womack (Vice President) $0 $0 $0
Dana Shockey (Secretary) $0 $0 $0
Larry Mickelson (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$263,158
Expenses
$300,934
Net Income
-$37,776
Net Assets
$1,928,149
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $255,240
97.0%
Investment Income $7,918
3.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,079,611
Total Liabilities $151,462
Net Assets $1,928,149
Compensation
Key Employees and Officers Compensation Related Other
John Shaddix (Director) $0 $0 $0
Paul Nicks (Director) $0 $0 $0
Susie Schreiber (Director) $0 $0 $0
Leonard Brunasso (Director) $0 $0 $0
Warren Barnhart (Director) $0 $0 $0
David Roberts (Director) $0 $0 $0
Jack Popham (President) $0 $0 $0
Clarice Womack (Vice President) $0 $0 $0
Dana Shockey (Secretary) $0 $0 $0
Larry Mickelson (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$266,266
Expenses
$296,452
Net Income
-$30,186
Net Assets
$1,965,925
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $258,157
97.0%
Investment Income $8,109
3.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,086,659
Total Liabilities $120,734
Net Assets $1,965,925
Compensation
Key Employees and Officers Compensation Related Other
Paul Nicks (Director) $0 $0 $0
John Shaddix (Director) $0 $0 $0
David Roberts (Director) $0 $0 $0
Susie Schreiber (Director) $0 $0 $0
Leonard Brunasso (Director) $0 $0 $0
Warren Barnhart (Director) $0 $0 $0
Jack Popham (President) $0 $0 $0
Clarice Womack (Vice President) $0 $0 $0
Dana Shockey (Secretary) $0 $0 $0
Larry Mickelson (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$269,449
Expenses
$368,495
Net Income
-$99,046
Net Assets
$1,996,111
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $246,884
91.6%
Investment Income $12,268
4.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $10,297
3.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,148,044
Total Liabilities $151,933
Net Assets $1,996,111
Compensation
Key Employees and Officers Compensation Related Other
Robert Mueller (Director) $0 $0 $0
John Shaddix (Director) $0 $0 $0
Keith Funderburk (Director) $0 $0 $0
Clarice Womack (Director) $0 $0 $0
Leonard Brunasso (Director) $0 $0 $0
Warren Barnhart (Director) $0 $0 $0
Jack Popham (President) $0 $0 $0
David Bond (Vice President) $0 $0 $0
Dana Shockey (Secretary) $0 $0 $0
Larry Mickelson (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$303,743
Expenses
$259,590
Net Income
$44,153
Net Assets
$2,095,157
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $287,442
94.6%
Investment Income $16,301
5.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,218,827
Total Liabilities $123,670
Net Assets $2,095,157
Compensation
Key Employees and Officers Compensation Related Other
Jack Popham (President) $0 $0 $0
David Bond (Vice President) $0 $0 $0
Dana Shockey (Secretary) $0 $0 $0
Larry Mickelson (Treasurer) $0 $0 $0
Joe Collins (Director) $0 $0 $0
Clarice Womack (Director) $0 $0 $0
Leonard Brunasso (Director) $0 $0 $0
Warren Barnhart (Director) $0 $0 $0
Robert Mueller (Director) $0 $0 $0
Mike Duhon (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$377,633
Expenses
$369,492
Net Income
$8,141
Net Assets
$2,051,004
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $362,416
96.0%
Investment Income $15,217
4.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,167,918
Total Liabilities $116,914
Net Assets $2,051,004

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$282,166
Expenses
$238,815
Net Income
$43,351
Net Assets
$2,045,163
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $257,065
91.1%
Investment Income $25,101
8.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,160,103
Total Liabilities $114,940
Net Assets $2,045,163

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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