Civic Intelligence

Montgomery Family Foundation Trust

990PF • Fiscal year 2017 • EIN 26-4092859

Sep 01, 2016 to Aug 31, 2017 • Filed on May 22, 2018

Organization Profile
223 Sunset Avenue No 200Palm Beach, FL 33480

(561) 655-5855

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

47th percentile

0.0%

Faster asset growth than 47% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

85th percentile

50%

Faster revenue growth than 85% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$11,887

Up $3 (+0.0%) from 2016

Net Assets

Up

$11,887

Up $3 (+0.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin100th percentile

Revenue

Up

$3

Up $1 (+50%) from 2016

Expenses

Flat

$0

Flat from 2016

Net Income

Up

$3

Up $1 (+50%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

Highlighted filing

2017

Assets$11,887
Liabilities$0
Net Assets$11,887
Open 2017 Filing

Operations Trend

Revenue Growth85th percentile

Revenue, expenses, and net income across loaded years, with this 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

Highlighted filing

2017

Revenue$3
Expenses$0
Net Income$3
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
May 22, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HILDA SANTANATrustee-$0--
Filing and Contact Details

Filer

Filer Name
Montgomery Family Foundation Trust
EIN
26-4092859
Phone
5616555855
Address
223 SUNSET AVENUE NO 200, PALM BEACH, FL 33480

Signing Officer

Name
Hilda Santana
Title
Trustee
Phone
5616555855
Signed
2018-05-22
Discuss with paid preparer
Yes

Preparer

Firm
Rampell a Division of Mbaf
Address
223 SUNSET AVE SUITE 200, PALM BEACH, FL 33480-3917
Preparer
Richard Rampell
Phone
5616555855
Raw XML Appendix237 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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ReturnHeader/ReturnTs02018-05-22T12:52:50-05:00
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ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,887
Liabilities
$0
Net assets
$11,887
Revenue
$3
Expenses
$0
Net income
$3
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