Civic Intelligence

Montgomery Elementary PTO Inc.

990EZ • Fiscal year 2016 • EIN 27-3542408

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 08, 2017

Organization ProfileWWW.MUSTANGFUNDINC.COM
3995 Ashford Dunwoody RoadAtlanta, GA 30319

(678) 676-7502

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

97th percentile

83%

Higher net margin than 97% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

80th percentile

35%

Faster asset growth than 80% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

33rd percentile

-11%

Faster revenue growth than 33% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$360,231

Up $93,589 (+35%) from 2015

Net Assets

Up

$360,231

Up $93,589 (+35%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin97th percentile

Revenue

Down

$112,098

Down $13,276 (-11%) from 2015

Expenses

Down

$18,509

Down $18,279 (-50%) from 2015

Net Income

Up

$93,589

Up $5,003 (+5.6%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$400K$300K$200K$100K$0Assets 2014: $178,056Liabilities 2014: $0Net Assets 2014: $178,0562014Assets 2015: $266,642Liabilities 2015: $0Net Assets 2015: $266,6422015Assets 2016: $360,231Liabilities 2016: $0Net Assets 2016: $360,2312016Assets 2017: $300,348Liabilities 2017: $0Net Assets 2017: $300,3482017Assets 2018: $304,699Liabilities 2018: $0Net Assets 2018: $304,6992018Assets 2020: $171,299Liabilities 2020: $0Net Assets 2020: $171,2992020Assets 2021: $229,214Liabilities 2021: $0Net Assets 2021: $229,2142021Assets 2022: $197,075Liabilities 2022: $0Net Assets 2022: $197,0752022Assets 2023: $121,040Liabilities 2023: $0Net Assets 2023: $121,0402023Assets 2024: $141,468Liabilities 2024: $0Net Assets 2024: $141,4682024

Highlighted filing

2016

Assets$360,231
Liabilities$0
Net Assets$360,231
Open 2016 Filing

Operations Trend

Revenue Growth33rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2014: $153,773Expenses 2014: $50,583Net Income 2014: $103,1902014Revenue 2015: $125,374Expenses 2015: $36,788Net Income 2015: $88,5862015Revenue 2016: $112,098Expenses 2016: $18,509Net Income 2016: $93,5892016Revenue 2017: $78,034Expenses 2017: $137,917Net Income 2017: -$59,8832017Revenue 2018: $64,597Expenses 2018: $60,246Net Income 2018: $4,3512018Revenue 2020: $24,573Expenses 2020: $47,582Net Income 2020: -$23,0092020Revenue 2021: $65,074Expenses 2021: $7,159Net Income 2021: $57,9152021Revenue 2022: $150,739Expenses 2022: $182,878Net Income 2022: -$32,1392022Revenue 2023: $103,791Expenses 2023: $179,826Net Income 2023: -$76,0352023Revenue 2024: $212,350Expenses 2024: $191,922Net Income 2024: $20,4282024

Highlighted filing

2016

Revenue$112,098
Expenses$18,509
Net Income$93,589
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 8, 2017
Return Version
2015v3.0
Gross Receipts
$112,516
Mission and Program Overview

Mission

The organization's mission is to support curriculum enhancements for montgomery elementary school by securing individual contributions, corporate donations and proceeds from community fundraising events.

Program Services

DescriptionGrantsExpenses
SUPPORTING AND FUNDING MONTGOMERY ELEMENTARY SCHOOL'S PURSUIT TO ACHIEVE STEAM CERTIFICATION AND TO CREATE A FULLY FUNCTIONING SCIENCE LAB AND OUTDOOR CLASSROOM.$904$12,350
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHLEEN JACKOWSKIPresidentPT$0--
JD CLOCKADALEVice PresidentPT$0--
HILARY PHILLIPSSecretary-$0--
CARL CASSIDYTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Mustang Fund Inc
EIN
27-3542408
Phone
6786767502
Address
3995 ASHFORD DUNWOODY ROAD, ATLANTA, GA 30319

Signing Officer

Name
Chad Duncan
Title
President
Phone
6786575408
Signed
2017-02-08
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
1834 INDEPENDENCE SQUARE, DUNWOODY, GA 30338
Preparer
Paula Martin
Phone
7703930399
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: administrative & operations cost. Amount: 354. Description: insurance. Amount: 255. Description: legal & accounting fees. Amount: 335. Description: postage. Amount: 265. Description: repairs & maintenance. Amount: 685. Description: stem certification & support. Amount: 2,925. Description: subscription fees. Amount: 436. Description: teacher training & development. Amount: 12,350. Total to form 990-ez, line 16: 17,605.”

Raw XML Appendix147 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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IRS990EZ/BooksInCareOfDetail/PhoneNum06786767502
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03995 ASHFORD DUNWOODY ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ATLANTA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd030319
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0266642
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATHLEEN JACKOWSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JD CLOCKADALE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HILARY PHILLIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CARL CASSIDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt017605
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION'S MISSION IS TO SUPPORT CURRICULUM ENHANCEMENTS FOR MONTGOMERY ELEMENTARY SCHOOL BY SECURING INDIVIDUAL CONTRIBUTIONS, CORPORATE DONATIONS AND PROCEEDS FROM COMMUNITY FUNDRAISING EVENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORTING AND FUNDING MONTGOMERY ELEMENTARY SCHOOL'S PURSUIT TO ACHIEVE STEAM CERTIFICATION AND TO CREATE A FULLY FUNCTIONING SCIENCE LAB AND OUTDOOR CLASSROOM.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0904
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SchoolOperatingInd00
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IRS990EZ/SpecialEventsNetIncomeLossAmt04429
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0GA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TotalRevenueAmt0112098
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.MUSTANGFUNDINC.COM
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0112516
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0125374
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0153773
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt052270
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt021460
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0465393
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0465393
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0112516
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0125374
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0153773
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt052270
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt021460
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0465393
IRS990ScheduleA/TotalSupportAmt0465393
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: ADMINISTRATIVE & OPERATIONS COST. AMOUNT: 354. DESCRIPTION: INSURANCE. AMOUNT: 255. DESCRIPTION: LEGAL & ACCOUNTING FEES. AMOUNT: 335. DESCRIPTION: POSTAGE. AMOUNT: 265. DESCRIPTION: REPAIRS & MAINTENANCE. AMOUNT: 685. DESCRIPTION: STEM CERTIFICATION & SUPPORT. AMOUNT: 2,925. DESCRIPTION: SUBSCRIPTION FEES. AMOUNT: 436. DESCRIPTION: TEACHER TRAINING & DEVELOPMENT. AMOUNT: 12,350. TOTAL TO FORM 990-EZ, LINE 16: 17,605.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHAD DUNCAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06786575408
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MUSTANG FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0MUST
ReturnHeader/Filer/EIN0273542408
ReturnHeader/Filer/PhoneNum06786767502
ReturnHeader/Filer/USAddress/AddressLine1Txt03995 ASHFORD DUNWOODY ROAD
ReturnHeader/Filer/USAddress/CityNm0ATLANTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030319
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01834 INDEPENDENCE SQUARE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DUNWOODY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030338
ReturnHeader/PreparerPersonGrp/PhoneNum07703930399
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAULA MARTIN
ReturnHeader/ReturnTs02017-02-08T10:39:32-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$360,231
Liabilities
$0
Net assets
$360,231
Revenue
$112,098
Expenses
$18,509
Net income
$93,589
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$2.12$1.92$0.20
2023Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$1.04$1.80$0.76
2022Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$1.51$1.83$0.32
2021Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.65$0.07$0.58
2020Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.25$0.48$0.23
2018Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.65$0.60$0.04
2017Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.78$1.38$0.60
2016Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$1.12$0.19$0.94
2015Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$1.25$0.37$0.89
2014Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$1.54$0.51$1.03