Civic Intelligence

Montgomery Elementary PTO Inc.

990EZ • Fiscal year 2015 • EIN 27-3542408

Jul 01, 2014 to Jun 30, 2015 • Filed on May 06, 2016

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

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

96th percentile

71%

Higher net margin than 96% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

84th percentile

50%

Faster asset growth than 84% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

25th percentile

-18%

Faster revenue growth than 25% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$266,642

Up $88,586 (+50%) from 2014

Net Assets

Up

$266,642

Up $88,586 (+50%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$125,374

Down $28,399 (-18%) from 2014

Expenses

Down

$36,788

Down $13,795 (-27%) from 2014

Net Income

Down

$88,586

Down $14,604 (-14%) from 2014

Historical Trend

Balance Sheet Trend

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

2015

Assets$266,642
Liabilities$0
Net Assets$266,642

Operations Trend

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

2015

Revenue$125,374
Expenses$36,788
Net Income$88,586
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 6, 2016
Return Version
2014v6.0
Gross Receipts
$125,374
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.$500$18,797
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHANDRA INGRAMPresidentPT$0--
KATHLEEN JACKOWSKIVice PresidentPT$0--
HILARY PHILLIPSSecretary-$0--
KRISTI THELENTreasurer-$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
Kathleen Jackowski
Title
President
Phone
6784279814
Signed
2016-05-06
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

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

Description: administrative & operations costs. Amount: 2,230. Description: stem certification & support. Amount: 25,008. Description: teacher training & development. Amount: 9,050. Total to form 990-ez, line 16: 36,288.

Raw XML Appendix144 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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IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03995 ASHFORD DUNWOODY ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ATLANTA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHANDRA INGRAM
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HILARY PHILLIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KRISTI THELEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd00
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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/GrantsAndAllocationsAmt0500
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990ScheduleA/TotalSupportAmt0360723
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: ADMINISTRATIVE & OPERATIONS COSTS. AMOUNT: 2,230. DESCRIPTION: STEM CERTIFICATION & SUPPORT. AMOUNT: 25,008. DESCRIPTION: TEACHER TRAINING & DEVELOPMENT. AMOUNT: 9,050. TOTAL TO FORM 990-EZ, LINE 16: 36,288.
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/BuildTS02016-08-17 19:52:53Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0KATHLEEN JACKOWSKI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06784279814
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MUSTANG FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0MUST
ReturnHeader/Filer/EIN0273542408
ReturnHeader/Filer/PhoneNum06786767502
ReturnHeader/Filer/USAddress/AddressLine1Txt03995 ASHFORD DUNWOODY ROAD
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01834 INDEPENDENCE SQUARE
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ReturnHeader/PreparerPersonGrp/PhoneNum07703930399
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAULA A MARTIN
ReturnHeader/ReturnTs02016-05-06T10:58:46-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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Filings