Civic Intelligence

Montgomery Elementary PTO Inc.

990EZ • Fiscal year 2021 • EIN 27-3542408

Jul 01, 2020 to Jun 30, 2021 • Filed on Apr 26, 2022

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

97th percentile

89%

Higher net margin than 97% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

74th percentile

34%

Faster asset growth than 74% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

91st percentile

165%

Faster revenue growth than 91% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$229,214

Up $57,915 (+34%) from 2020

Net Assets

Up

$229,214

Up $57,915 (+34%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$65,074

Up $40,501 (+165%) from 2020

Expenses

Down

$7,159

Down $40,423 (-85%) from 2020

Net Income

Up

$57,915

Up $80,924 (+352%) from 2020

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

2021

Assets$229,214
Liabilities$0
Net Assets$229,214

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

2021

Revenue$65,074
Expenses$7,159
Net Income$57,915
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Apr 26, 2022
Return Version
2020v4.2
Gross Receipts
$65,074
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 CURRICULUM ENHANCEMENTS AND FUNDING MONTGOMERY ELEMENTARY SCHOOL'S PURSUIT OF EXCELLENCE IN EDUCATION$0$7,158
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT RAVENPresident-$0--
MIRA GOHILTreasurer-$0--
DONNA URBANOSecretary-$0--
ZACHARY POLUNBoard Member-$0--
AMY SERYBoard Member-$0--
CHISTINA TRANBoard Member-$0--
MIKE WILLIAMSBoard Member-$0--
CLIFF ROBINSONBoard Member-$0--
LORI BOLDSBoard Member-$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
Mira Gohil
Title
Treasurer
Phone
3179319016
Signed
2022-04-26
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
420 SOUTH ORANGE AVENUE SUITE 500, ORLANDO, FL 32801
Preparer
Amy Chapman
Phone
4078021200
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 357.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: montgomery elementary school. Grantee address: 3995 ashford dunwoody rd atlanta , ga 30319. Date of gift: 06/03/21. Amount given: 6,516.

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

Description: insurance. Amount: 255. Description: bank fees. Amount: 173. Description: subscription fees. Amount: 215. Total to form 990-ez, line 16: 643.

Raw XML Appendix181 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/OfficerDirectorTrusteeEmplGrp/PersonNm0SCOTT RAVEN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ZACHARY POLUN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MIKE WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CLIFF ROBINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8LORI BOLDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
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IRS990EZ/OperateHospitalInd00
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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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
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IRS990EZ/WebsiteAddressTxt0WWW.MUSTANGFUNDINC.COM
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 357.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: MONTGOMERY ELEMENTARY SCHOOL. GRANTEE ADDRESS: 3995 ASHFORD DUNWOODY RD ATLANTA , GA 30319. DATE OF GIFT: 06/03/21. AMOUNT GIVEN: 6,516.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: INSURANCE. AMOUNT: 255. DESCRIPTION: BANK FEES. AMOUNT: 173. DESCRIPTION: SUBSCRIPTION FEES. AMOUNT: 215. TOTAL TO FORM 990-EZ, LINE 16: 643.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0MIRA GOHIL
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ReturnHeader/BusinessOfficerGrp/PhoneNum03179319016
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MUSTANG FUND INC
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ReturnHeader/Filer/EIN0273542408
ReturnHeader/Filer/PhoneNum06786767502
ReturnHeader/Filer/USAddress/AddressLine1Txt03995 ASHFORD DUNWOODY ROAD
ReturnHeader/Filer/USAddress/CityNm0ATLANTA
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0420 SOUTH ORANGE AVENUE SUITE 500
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ReturnHeader/PreparerPersonGrp/PhoneNum04078021200
ReturnHeader/PreparerPersonGrp/PreparationDt02022-04-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY CHAPMAN
ReturnHeader/ReturnTs02022-05-04T13:58:38-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MIRA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GOHIL
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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Filings