Civic Intelligence

Montgomery Foundation II Inc

EIN 27-4036345 • Atlanta, GA

1230 Peachtree St NE 3100Atlanta, GA 30309
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

91st percentile

62%

Higher net margin than 91% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2022

Asset Growth

11th percentile

-13%

Faster asset growth than 11% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2024

Revenue Growth

10th percentile

-33%

Faster revenue growth than 10% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$2,950,951

Up $45,506 (+1.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,950,951

Up $45,506 (+1.6%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin91st percentile

Revenue

Down

$73,146

Down $944,200 (-93%) from 2023

Expenses

Down

$27,640

Down $70,855 (-72%) from 2023

Net Income

Down

$45,506

Down $873,345 (-95%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth11th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2015: $4,747,304Liabilities 2015: $0Net Assets 2015: $4,747,3042015Assets 2016: $4,597,478Liabilities 2016: $0Net Assets 2016: $4,597,4782016Assets 2017: $4,396,143Liabilities 2017: $0Net Assets 2017: $4,396,1432017Assets 2018: $4,162,087Liabilities 2018: $0Net Assets 2018: $4,162,0872018Assets 2019: $3,871,644Liabilities 2019: $0Net Assets 2019: $3,871,6442019Assets 2020: $3,460,797Liabilities 2020: $0Net Assets 2020: $3,460,7972020Assets 2021: $3,458,832Liabilities 2021: $0Net Assets 2021: $3,458,8322021Assets 2022: $3,916,001Liabilities 2022: $1,929,407Net Assets 2022: $1,986,5942022Assets 2023: $2,905,445Liabilities 2023: $0Net Assets 2023: $2,905,4452023Assets 2024: $2,950,951Liabilities 2024: $0Net Assets 2024: $2,950,9512024

Highlighted filing

2024

Assets$2,950,951
Liabilities$0
Net Assets$2,950,951
Open 2024 Filing

Operations Trend

Revenue Growth10th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2015: $834,558Expenses 2015: $1,048,208Net Income 2015: -$213,6502015Revenue 2016: $1,064,874Expenses 2016: $1,221,788Net Income 2016: -$156,9142016Revenue 2017: $236,304Expenses 2017: $569,878Net Income 2017: -$333,5742017Revenue 2018: $309,605Expenses 2018: $543,661Net Income 2018: -$234,0562018Revenue 2019: $224,351Expenses 2019: $514,794Net Income 2019: -$290,4432019Revenue 2020: $145,688Expenses 2020: $556,535Net Income 2020: -$410,8472020Revenue 2021: $517,660Expenses 2021: $519,625Net Income 2021: -$1,9652021Revenue 2022: $164,115Expenses 2022: $1,636,374Net Income 2022: -$1,472,2592022Revenue 2023: $1,017,346Expenses 2023: $98,495Net Income 2023: $918,8512023Revenue 2024: $73,146Expenses 2024: $27,640Net Income 2024: $45,5062024

Highlighted filing

2024

Revenue$73,146
Expenses$27,640
Net Income$45,506
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,950,951
Liabilities
$0
Net assets
$2,950,951
Revenue
$73,146
Expenses
$27,640
Net income
$45,506
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.07$0.03$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$1.02$0.10$0.92
2022Detailed filing. Detailed filing data is available for this year.$3.92$1.93$1.99$0.16$1.64$1.47
2021Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$0.52$0.52$0.00
2020Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$0.15$0.56$0.41
2019Detailed filing. Detailed filing data is available for this year.$3.87$0.00$3.87$0.22$0.51$0.29
2018Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.31$0.54$0.23
2017Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$0.24$0.57$0.33
2016Detailed filing. Detailed filing data is available for this year.$4.60$0.00$4.60$1.06$1.22$0.16
2015Detailed filing. Detailed filing data is available for this year.$4.75$0.00$4.75$0.83$1.05$0.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 30, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY T MONTGOMERYPresident-$0--
LAURA L WARTNERSecretary-$0--
HARRY MORGANTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Montgomery Foundation Ii Inc
EIN
27-4036345
Phone
4048153647
Address
1230 PEACHTREE ST NE 3100, ATLANTA, GA 30309

Signing Officer

Name
Nancy T Montgomery
Title
CEO
Signed
2025-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Stone CPA LLC
Address
3600 CLOUDLAND DR NW, ATLANTA, GA 30327
Preparer
J Craig Stone
Phone
4042373401
Raw XML Appendix254 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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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07973
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02136114
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02258501
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL - SG&R
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0179
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0358
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0179
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FOREIGNTAXES PAID ON DIVIDENDS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01693
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01693
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07454
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt03727
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03727
TaxesSchedule/TaxesDetail/Amt010000
TaxesSchedule/TaxesDetail/CategoryTxt02023 FEDERAL ESTIMATE PAYMENT
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NANCY T MONTGOMERY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTGOMERY FOUNDATION II INC
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0274036345
ReturnHeader/Filer/PhoneNum04048153647
ReturnHeader/Filer/USAddress/AddressLine1Txt01230 PEACHTREE ST NE 3100
ReturnHeader/Filer/USAddress/CityNm0ATLANTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030309
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0581381468
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STONE CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03600 CLOUDLAND DR NW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATLANTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030327
ReturnHeader/PreparerPersonGrp/PhoneNum04042373401
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J CRAIG STONE
ReturnHeader/ReturnTs02025-10-30T14:36:20-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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