Civic Intelligence

Montgomery Family Foundation

EIN 27-2402317

6732 Cary Lane29206
Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2012

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

<$500k nonprofits • Source year 2012

Asset Growth

56th percentile

0.0%

Faster asset growth than 56% of similar nonprofits.

<$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets61st percentile

Assets

Flat

$1,000

Flat from 2011

Liabilities

Flat

$0

Flat from 2011

Net Assets

Flat

$1,000

Flat from 2011

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$850

Up $850 from 2011

Net Income

-

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth56th percentile

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

$1.0K$500$0Assets 2011: $1,000Liabilities 2011: $0Net Assets 2011: $1,0002011Assets 2012: $1,000Liabilities 2012: $0Net Assets 2012: $1,0002012

Highlighted filing

2012

Assets$1,000
Liabilities$0
Net Assets$1,000
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0K$500$0Expenses 2011: $02011Expenses 2012: $8502012

Highlighted filing

2012

Revenue-
Expenses$850
Net Income-
Open 2012 Filing

Filings

Most recent year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,000
Liabilities
$0
Net assets
$1,000
Revenue
-
Expenses
$850
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2012Detailed filing. Detailed filing data is available for this year.$1,000$0$1,000$850
2011Detailed filing. Detailed filing data is available for this year.$1,000$0$1,000$0
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Jul 11, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALLEN A MONTGOMERYPresident-$0--
MARCIA M MONTGOMERYTrustee-$0--
Filing and Contact Details

Filer

EIN
27-2402317
Raw XML Appendix229 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.

Path#Value
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AccountingFeesSchedule/AccountingFees/Category0TAX PREPARATION
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps00
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
CashDeemedCharitableExplnStmt/Explanation0THE FOUNDATION NEEDS APPROXIMATELY $1,000 IN ORDER TO PERFORM THE CHARITABLE ACTIVITIES FOR WHICH IT WAS ORGANIZED.
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA00
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0850
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss0850
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0850
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0850
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss0850
IRS990PF/BalanceSheets/CapitalStockBOY00
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IRS990PF/BalanceSheets/TotalAssetsEOYFMV01000
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
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IRS990PF/ExemptPF0X
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IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets01000
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances01000
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities00
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable01000
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn00
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0ALLEN A MONTGOMERY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1MARCIA M MONTGOMERY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
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IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08037827868
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IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
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IRS990PF/UndistributedIncome/AppliedToCurrentYear00
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ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0272402317
ReturnHeader/Filer/Name/BusinessNameLine10MONTGOMERY FAMILY FOUNDATION
ReturnHeader/Filer/NameControl0MONT
ReturnHeader/Filer/Phone08037827868
ReturnHeader/Filer/USAddress/AddressLine106732 CARY LANE
ReturnHeader/Filer/USAddress/City0COLUMBIA
ReturnHeader/Filer/USAddress/State0SC
ReturnHeader/Filer/USAddress/ZIPCode029206
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-07-11
ReturnHeader/Officer/Name0ALLEN A MONTGOMERY
ReturnHeader/Officer/Phone08037827868
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02013-07-31
ReturnHeader/PreparerFirm/EIN0570940019
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BAUKNIGHT PIETRAS & STORMER PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101517 GERVAIS STREET
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0COLUMBIA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0SC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode029201
ReturnHeader/Preparer/Name0KENNETH H BAUKNIGHT
ReturnHeader/Preparer/Phone08037718943
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-08-12T09:53:30-05:00

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