Civic Intelligence

Montgomery Elementary PTO Inc.

990EZ • Fiscal year 2017 • EIN 27-3542408

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 07, 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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

6th percentile

-77%

Higher net margin than 6% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

23rd percentile

-17%

Faster asset growth than 23% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

17th percentile

-30%

Faster revenue growth than 17% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$300,348

Down $59,883 (-17%) from 2016

Net Assets

Down

$300,348

Down $59,883 (-17%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin6th percentile

Revenue

Down

$78,034

Down $34,064 (-30%) from 2016

Expenses

Up

$137,917

Up $119,408 (+645%) from 2016

Net Income

Down

-$59,883

Down $153,472 (-164%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth23rd 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

2017

Assets$300,348
Liabilities$0
Net Assets$300,348
Open 2017 Filing

Operations Trend

Revenue Growth17th 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

2017

Revenue$78,034
Expenses$137,917
Net Income-$59,883
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 7, 2017
Return Version
2016v3.0
Gross Receipts
$78,034
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
SCHOOL ENHANCEMENTS INCLUDING THE ADDITION OF NEW PLAYGROUND EQUIPMENT AND BASKETBALL COURT$0$114,763
SUPPORTING CURRICULUM ENHANCEMENTS AND FUNDING MONTGOMERY ELEMENTARY SCHOOL'S PURSUIT OF EXCELLENCE IN EDUCATION$0$16,095
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHAD DUNCANPresidentPT$0--
MATT RITCHEYVice PresidentPT$0--
PAIGE BAKERSecretary-$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
Matt Ritchey
Title
President
Phone
3179319016
Signed
2017-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallenllp
Address
1834 INDEPENDENCE SQUARE, DUNWOODY, GA 30338
Preparer
Amanda Casey
Phone
7703930399
Supplemental Narrative

Additional Explanations

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

“Description: insurance. Amount: 255. Description: legal & accounting fees. Amount: 3,389. Description: postage. Amount: 578. Description: repairs & maintenance. Amount: 1,171. Description: stem certification & support. Amount: 16,095. Description: supplies. Amount: 447. Description: funding raising costs. Amount: 349. Description: playground equipment. Amount: 114,763. Description: pta projects. Amount: 870. Total to form 990-ez, line 16: 137,917.”

Raw XML Appendix153 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0CARL CASSIDY
IRS990EZ/BooksInCareOfDetail/PhoneNum06786767502
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03995 ASHFORD DUNWOODY ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ATLANTA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd030319
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0360231
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0300348
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt078034
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-59883
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0360231
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IRS990EZ/GrossReceiptsAmt078034
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
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IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0360231
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0300348
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0360231
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0300348
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHAD DUNCAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MATT RITCHEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PAIGE BAKER
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/OtherExpensesTotalAmt0137917
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 CURRICULUM ENHANCEMENTS AND FUNDING MONTGOMERY ELEMENTARY SCHOOL'S PURSUIT OF EXCELLENCE IN EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOOL ENHANCEMENTS INCLUDING THE ADDITION OF NEW PLAYGROUND EQUIPMENT AND BASKETBALL COURT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016095
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1114763
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0GA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0137917
IRS990EZ/TotalProgramServiceExpensesAmt0130858
IRS990EZ/TotalRevenueAmt078034
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.MUSTANGFUNDINC.COM
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt078034
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0112516
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0125374
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0153773
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt052270
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0521967
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0521967
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt078034
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0112516
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0125374
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0153773
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt052270
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0521967
IRS990ScheduleA/TotalSupportAmt0521967
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: INSURANCE. AMOUNT: 255. DESCRIPTION: LEGAL & ACCOUNTING FEES. AMOUNT: 3,389. DESCRIPTION: POSTAGE. AMOUNT: 578. DESCRIPTION: REPAIRS & MAINTENANCE. AMOUNT: 1,171. DESCRIPTION: STEM CERTIFICATION & SUPPORT. AMOUNT: 16,095. DESCRIPTION: SUPPLIES. AMOUNT: 447. DESCRIPTION: FUNDING RAISING COSTS. AMOUNT: 349. DESCRIPTION: PLAYGROUND EQUIPMENT. AMOUNT: 114,763. DESCRIPTION: PTA PROJECTS. AMOUNT: 870. TOTAL TO FORM 990-EZ, LINE 16: 137,917.
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/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MATT RITCHEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03179319016
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-07
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
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ReturnHeader/Filer/USAddress/ZIPCd030319
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId029B3532BE4EE960876C422F2F602592B450521F0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02017-11-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm014:53:11
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLENLLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01834 INDEPENDENCE SQUARE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DUNWOODY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030338
ReturnHeader/PreparerPersonGrp/PhoneNum07703930399
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMANDA CASEY
ReturnHeader/ReturnTs02017-11-15T15:21:55-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$300,348
Liabilities
$0
Net assets
$300,348
Revenue
$78,034
Expenses
$137,917
Net income
-$59,883
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