Civic Intelligence

The Thomas & Janet Montag Family Foundation

EIN 13-7103239 • New York, NY

P O Box 73 Bowling Green StationNew York, NY 10274-0073
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

77th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE T20 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

77th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE T20 • $25M-$50M nonprofits • Source year 2024

Net Margin

75th percentile

74%

Higher net margin than 75% of similar nonprofits.

NTEE T20 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

NTEE T20 • $25M-$50M nonprofits • Source year 2024

Asset Growth

82nd percentile

27%

Faster asset growth than 82% of similar nonprofits.

NTEE T20 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

90th percentile

542%

Faster revenue growth than 90% of similar nonprofits.

NTEE T • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$32,159,590

Up $6,855,176 (+27%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$32,159,590

Up $6,855,176 (+27%) from 2023

Operations
Liabilities / Revenue77th percentileNet Margin75th percentile

Revenue

Up

$8,849,541

Up $7,470,346 (+542%) from 2023

Expenses

Up

$2,319,069

Up $544,814 (+31%) from 2023

Net Income

Up

$6,530,472

Up $6,925,532 (+1753%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth82nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$30M$20M$10M$0Assets 2014: $3,315,418Liabilities 2014: $02014Assets 2015: $3,385,899Liabilities 2015: $02015Assets 2019: $20,287,784Liabilities 2019: $02019Assets 2020: $18,523,797Liabilities 2020: $0Net Assets 2020: $18,523,7972020Assets 2021: $25,341,645Liabilities 2021: $0Net Assets 2021: $25,341,6452021Assets 2022: $25,043,345Liabilities 2022: $0Net Assets 2022: $25,043,3452022Assets 2023: $25,304,414Liabilities 2023: $0Net Assets 2023: $25,304,4142023Assets 2024: $32,159,590Liabilities 2024: $0Net Assets 2024: $32,159,5902024

Highlighted filing

2024

Assets$32,159,590
Liabilities$0
Net Assets$32,159,590
Open 2024 Filing

Operations Trend

Revenue Growth90th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2014: $6,231,269Expenses 2014: $172,611Net Income 2014: $6,058,6582014Revenue 2015: $4,557,591Expenses 2015: $465,221Net Income 2015: $4,092,3702015Revenue 2019: $1,275,172Expenses 2019: $1,092,590Net Income 2019: $182,5822019Revenue 2020: $7,809,628Expenses 2020: $3,972,253Net Income 2020: $3,837,3752020Revenue 2021: $7,918,234Expenses 2021: $1,088,654Net Income 2021: $6,829,5802021Revenue 2022: $1,879,121Expenses 2022: $2,177,086Net Income 2022: -$297,9652022Revenue 2023: $1,379,195Expenses 2023: $1,774,255Net Income 2023: -$395,0602023Revenue 2024: $8,849,541Expenses 2024: $2,319,069Net Income 2024: $6,530,4722024

Highlighted filing

2024

Revenue$8,849,541
Expenses$2,319,069
Net Income$6,530,472
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,159,590
Liabilities
$0
Net assets
$32,159,590
Revenue
$8,849,541
Expenses
$2,319,069
Net income
$6,530,472
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$32.2$0.00$32.2$8.85$2.32$6.53
2023Detailed filing. Detailed filing data is available for this year.$25.3$0.00$25.3$1.38$1.77$0.40
2022Detailed filing. Detailed filing data is available for this year.$25.0$0.00$25.0$1.88$2.18$0.30
2021Detailed filing. Detailed filing data is available for this year.$25.3$0.00$25.3$7.92$1.09$6.83
2020Detailed filing. Detailed filing data is available for this year.$18.5$0.00$18.5$7.81$3.97$3.84
2019Summary only. Only limited summary data is available for this year.$20.3$0.00$1.28$1.09$0.18
2015Summary only. Only limited summary data is available for this year.$3.39$0.00$4.56$0.47$4.09
2014Summary only. Only limited summary data is available for this year.$3.32$0.00$6.23$0.17$6.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANET M MONTAGTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE ATTACHED LISTGENERAL SUPPORTPCSEE ATTACHED SCHEDULE, NY, US$1,820,600
Paid GrantSEE ATTACHED LISTGENERAL SUPPORTPCSEE ATTACHED SCHEDULE, NY, US$333,288
Filing and Contact Details

Filer

Filer Name
The Thomas & Janet Montag Family Foundation
EIN
13-7103239
In Care Of
% GOLDMAN SACHS
Phone
2129025628
Address
P O Box 73 Bowling Green Station, New York, NY 10274-0073

Signing Officer

Name
Janet M Montag
Title
Trustee
Phone
2127733000
Signed
2025-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
ONE MANHATTAN WEST, NEW YORK, NY 10001-8604
Preparer
Christine W Diionna
Phone
2127733000
Raw XML Appendix376 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt02160958
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0200 WEST STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010282
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0GOLDMAN SACHS
IRS990PF/StatementsRegardingActyGrp/PhoneNum02127733000
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JANET M MONTAG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01820600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1333288
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED LIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SEE ATTACHED LIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SEE ATTACHED SCHEDULE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd100000
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02153888
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01558483
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01558483
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0138471
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0228835
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02543935
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03513716
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0602475
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0138471
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0228835
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02543935
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02160958
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0602475
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03513716
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02911241
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0750
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt120
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt120
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Income
OtherIncomeSchedule2/OtherIncomeDetail/Desc1PARTNERSHIP INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc2- CROSS OCEAN USSS FUND II CAYMAN
OtherIncomeSchedule2/OtherIncomeDetail/Desc3- TPG Tech Adjacencies II Access Off LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc4PFIC DIVIDEND INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc5- CROSS OCEAN USSS FUND I A CAYMAN
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt02
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt148279
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt21448
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt340905
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt148279
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt21448
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt340905
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0324704
OtherIncreasesSchedule/OtherIncreasesDetail/Amt10
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0APPRECIATION OVER DONOR'S COST BASIS FOR
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1STOCK DONATED OUT OF THE FOUNDATION
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt066612
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt066612
TaxesSchedule/TaxesDetail/Amt060000
TaxesSchedule/TaxesDetail/Amt12495
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02495
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JANET M MONTAG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02127733000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Thomas & Janet Montag Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0THOM
ReturnHeader/Filer/EIN0137103239
ReturnHeader/Filer/InCareOfNm0% GOLDMAN SACHS
ReturnHeader/Filer/PhoneNum02129025628
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 73 Bowling Green Station
ReturnHeader/Filer/USAddress/CityNm0New York
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0102740073
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE MANHATTAN WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100018604
ReturnHeader/PreparerPersonGrp/PhoneNum02127733000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINE W DIIONNA
ReturnHeader/ReturnTs02025-05-15T00:44:58-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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