Civic Intelligence

Montgomery Family Foundation Trust

EIN 26-4092859 • Jupiter, FL

Pub. 78 Eligible
137 Casa CircleJupiter, FL 33458
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2025

Asset Growth

58th percentile

0.6%

Faster asset growth than 58% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

22nd percentile

-40%

Faster revenue growth than 22% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Up

$1,067

Up $6 (+0.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,067

Up $6 (+0.6%) from 2023

Revenue

Down

$6

Down $4 (-40%) from 2023

Expenses

Down

$0

Down $1,000 (-100%) from 2023

Net Income

Up

$6

Up $996 (+101%) from 2023

Trend Graphs

Balance Sheet Trend

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

$15K$10K$5.0K$0Assets 2010: $10,933Liabilities 2010: $0Net Assets 2010: $10,9332010Assets 2012: $11,868Liabilities 2012: $0Net Assets 2012: $11,8682012Assets 2013: $11,878Liabilities 2013: $0Net Assets 2013: $11,8782013Assets 2014: $11,880Liabilities 2014: $0Net Assets 2014: $11,8802014Assets 2015: $11,882Liabilities 2015: $0Net Assets 2015: $11,8822015Assets 2016: $11,884Liabilities 2016: $0Net Assets 2016: $11,8842016Assets 2017: $11,887Liabilities 2017: $0Net Assets 2017: $11,8872017Assets 2018: $8,722Liabilities 2018: $0Net Assets 2018: $8,7222018Assets 2019: $8,736Liabilities 2019: $0Net Assets 2019: $8,7362019Assets 2020: $5,745Liabilities 2020: $0Net Assets 2020: $5,7452020Assets 2021: $3,247Liabilities 2021: $0Net Assets 2021: $3,2472021Assets 2022: $2,051Liabilities 2022: $0Net Assets 2022: $2,0512022Assets 2023: $1,061Liabilities 2023: $0Net Assets 2023: $1,0612023Assets 2024: $1,067Liabilities 2024: $0Net Assets 2024: $1,0672024

Latest loaded filing

2024

Assets$1,067
Liabilities$0
Net Assets$1,067

Operations Trend

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

$20K$15K$10K$5.0K$0-$5.0KExpenses 2010: $15,1652010Expenses 2012: $1,8002012Expenses 2013: $02013Revenue 2014: $2Expenses 2014: $0Net Income 2014: $22014Revenue 2015: $2Expenses 2015: $0Net Income 2015: $22015Revenue 2016: $2Expenses 2016: $0Net Income 2016: $22016Revenue 2017: $3Expenses 2017: $0Net Income 2017: $32017Revenue 2018: $8Expenses 2018: $3,173Net Income 2018: -$3,1652018Revenue 2019: $14Expenses 2019: $0Net Income 2019: $142019Revenue 2020: $9Expenses 2020: $3,000Net Income 2020: -$2,9912020Revenue 2021: $2Expenses 2021: $2,500Net Income 2021: -$2,4982021Revenue 2022: $4Expenses 2022: $1,200Net Income 2022: -$1,1962022Revenue 2023: $10Expenses 2023: $1,000Net Income 2023: -$9902023Revenue 2024: $6Expenses 2024: $0Net Income 2024: $62024

Latest loaded filing

2024

Revenue$6
Expenses$0
Net Income$6

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.01$0.00$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.01$1.00$0.99
2022Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.00$1.20$1.20
2021Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.00$2.50$2.50
2020Detailed filing. Detailed filing data is available for this year.$5.75$0.00$5.75$0.01$3.00$2.99
2019Detailed filing. Detailed filing data is available for this year.$8.74$0.00$8.74$0.01$0.00$0.01
2018Detailed filing. Detailed filing data is available for this year.$8.72$0.00$8.72$0.01$3.17$3.17
2017Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$0.00$0.00$0.00
2016Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$0.00$0.00$0.00
2013Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$0.00
2012Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$1.80
2010Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$15.2
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Apr 21, 2026
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kristen Santana KohnTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Montgomery Family Foundation Trust
EIN
26-4092859
Phone
5616356688
Address
137 Casa Circle, Jupiter, FL 33458

Signing Officer

Name
Kristen Santana Kohn
Title
Trustee
Phone
5616356688
Signed
2026-04-21
Raw XML Appendix340 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/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01067
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01070
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01067
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01070
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt00
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01068
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01068
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt016
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt053
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01052
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01068
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Kristen Santana Kohn
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0137 Casa Circle
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Jupiter
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033458
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt00
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0false
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Kristen Santana Kohn
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0137 Casa Circle
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Jupiter
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033458
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05616356688
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt053
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt053
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0905
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01070
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02270
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02597
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt053
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02544
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04245
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0905
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01070
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02270
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt06789
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06842
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Kristen Santana Kohn
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05616356688
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-04-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTGOMERY FAMILY FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0264092859
ReturnHeader/Filer/PhoneNum05616356688
ReturnHeader/Filer/USAddress/AddressLine1Txt0137 Casa Circle
ReturnHeader/Filer/USAddress/CityNm0Jupiter
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033458
ReturnHeader/ReturnTs02026-04-20T08:31:08-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-09-01
ReturnHeader/TaxPeriodEndDt02025-08-31
ReturnHeader/TaxYr02024

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