Civic Intelligence

Montgomery Elementary PTO Inc.

990 • Fiscal year 2022 • EIN 27-3542408

Jul 01, 2021 to Jun 30, 2022 • Filed on Jan 26, 2023

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

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

18th percentile

-21%

Higher net margin than 18% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

27th percentile

-14%

Faster asset growth than 27% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

87th percentile

132%

Faster revenue growth than 87% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$197,075

Down $32,139 (-14%) from 2021

Net Assets

Down

$197,075

Down $32,139 (-14%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin18th percentile

Revenue

Up

$150,739

Up $85,665 (+132%) from 2021

Expenses

Up

$182,878

Up $175,719 (+2455%) from 2021

Net Income

Down

-$32,139

Down $90,054 (-155%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth27th 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

2022

Assets$197,075
Liabilities$0
Net Assets$197,075
Open 2022 Filing

Operations Trend

Revenue Growth87th 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

2022

Revenue$150,739
Expenses$182,878
Net Income-$32,139
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jan 26, 2023
Return Version
2021v4.2
Gross Receipts
$254,648
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.

The pto's mission is to support montgomery students, teachers, and staff by promoting quality education, striving to expand the arts, encouraging community involvement, and working to provide a safe and healthy environment for our children.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$174,175-
Cash and Non-Interest-Bearing Accounts$229,214$22,900▼ $206,314
Total Assets$229,214$197,075▼ $32,139
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$229,214$197,075▼ $32,139
Total Net Assets Fund Balance$229,214$197,075▼ $32,139
Total Liabilities and Net Assets / Fund Balance$229,214$197,075▼ $32,139
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Keira MillerPresident
Dawn PowellPresident Elect
Amira GohilMustang Fund
Jenny LouthanParliamentarian
Sara CoburnSecretary
Heather TomlinsonTreasurer
Kristen SchustVP Administration
Julianne MartinVP Communications
Trish TreadwellVP Educational Enhancements
Amanda QuickVP Events
Lauren PilnerVP Fundraising
Revenue and Support

Revenue Composition

Contributions and Grants
$244,572
Program Service Revenue
$0
Investment Income
$31
Other Revenue
$-93,864
All Other Contributions
$36,106
Change in Net Assets
$-32,139
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$182,878
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses$79,604--$79,604
Other Expenses$7,725--$7,725
Information Technology$1,566--$1,566
Insurance$335--$335
Total Functional Expenses$182,878$0$0$182,878
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$89,326
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$116,584-$59,388-
Book Fair$18,541-$13,967-
Total Events$142,787-$89,326$-89,326
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“A copy of the form 990 is sent to the board president and treasurer for review and approval prior to filing.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents available upon request.”

Filing and Contact Details

Filer

Filer Name
Montgomery Elementary Pto Inc
EIN
27-3542408
Phone
6786767502
Address
3995 ASHFORD DUNWOODY ROAD, ATLANTA, GA 30319

Signing Officer

Name
Heather Tomlinson
Title
Treasurer
Phone
6786767502
Signed
2023-01-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Heather Tomlinson
Formed
2010
Legal Domicile
Ga
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
11

Preparer

Firm
Carr Riggs & Ingram LLC
Address
4004 SUMMIT BLVD NE SUITE 800, ATLANTA, GA 30319
Preparer
Stanley M Smith Ii
Phone
7703948000
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

“The organization received remaining cash funds from the now dissolved organization, montgomery elementary pta, inc., in which it merged all operational functions of the organization. The organization's program services reflect all operations now performed by the pto, including all fundraising, contributions, and respective expenses related to these functions.”

Form 990, Part III, Line 3

“The organization, through the state of georgia secretary of state, was certified after filing a certification of amendment, name change, from the organization's prior name of mustang fund, inc., a domestic nonprofit corporation, to the organization's current name, montgomery elementary pto, inc., a domestic nonprofit corporation.”

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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0429231
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt031
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0357
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01675
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02063
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt010045
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99520
IRS990ScheduleA/PublicSupportPY170Pct00.99230
IRS990ScheduleA/PublicSupportTotal170Amt0429231
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0244572
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt064717
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt022899
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt032446
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt064597
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0429231
IRS990ScheduleA/TotalSupportAmt0431294
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
IRS990/ScheduleBRequiredInd01
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0142787
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0116584
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt018541
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt07662
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt089326
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOSTERTHON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0116584
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt018541
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt07662
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0142787
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-89326
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt015971
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt089326
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt059388
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt013967
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION RECEIVED REMAINING CASH FUNDS FROM THE NOW DISSOLVED ORGANIZATION, MONTGOMERY ELEMENTARY PTA, INC., IN WHICH IT MERGED ALL OPERATIONAL FUNCTIONS OF THE ORGANIZATION. THE ORGANIZATION'S PROGRAM SERVICES REFLECT ALL OPERATIONS NOW PERFORMED BY THE PTO, INCLUDING ALL FUNDRAISING, CONTRIBUTIONS, AND RESPECTIVE EXPENSES RELATED TO THESE FUNCTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION, THROUGH THE STATE OF GEORGIA SECRETARY OF STATE, WAS CERTIFIED AFTER FILING A CERTIFICATION OF AMENDMENT, NAME CHANGE, FROM THE ORGANIZATION'S PRIOR NAME OF MUSTANG FUND, INC., A DOMESTIC NONPROFIT CORPORATION, TO THE ORGANIZATION'S CURRENT NAME, MONTGOMERY ELEMENTARY PTO, INC., A DOMESTIC NONPROFIT CORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE FORM 990 IS SENT TO THE BOARD PRESIDENT AND TREASURER FOR REVIEW AND APPROVAL PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART III, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0MONTGOMERY ELEMENTARY PTA INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0586070759
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0GA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHARITABLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt03995 ASHFORD DUNWOODY ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ATLANTA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0GA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd030319
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt065679
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0MONTGOMERY ELEMENTARY PTA INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0C
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd01
IRS990/SignificantNewProgramSrvcInd01
IRS990/StatesWhereCopyOfReturnIsFldCd0GA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0229214
IRS990/TotalAssetsEOYAmt0197075
IRS990/TotalAssetsGrp/BOYAmt0229214
IRS990/TotalAssetsGrp/EOYAmt0197075
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0244572
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0182878
IRS990/TotalFunctionalExpensesGrp/TotalAmt0182878
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0229214
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0197075
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0182878
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-89295
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-4538
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0150739
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0229214
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0197075
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$197,075
Liabilities
$0
Net assets
$197,075
Revenue
$150,739
Expenses
$182,878
Net income
-$32,139
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