Civic Intelligence

Montgomery Foundation II Inc.

990PF • Fiscal year 2015 • EIN 27-4036345

Jan 01, 2015 to Dec 31, 2015 • Filed on Sep 15, 2016

Organization Profile
1230 Peachtree St NEAtlanta, GA 30309

(404) 815-3647

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

17th percentile

-26%

Higher net margin than 17% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

$4,747,304

No earlier filing loaded for comparison.

Net Assets

$4,747,304

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin17th percentile

Revenue

$834,558

No earlier filing loaded for comparison.

Expenses

$1,048,208

No earlier filing loaded for comparison.

Net Income

-$213,650

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2015

Assets$4,747,304
Liabilities$0
Net Assets$4,747,304
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$834,558
Expenses$1,048,208
Net Income-$213,650
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Sep 15, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay41st 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, ATLANTA, GA 30309

Signing Officer

Name
Nancy T Montgomery
Title
President & CEO
Signed
2016-09-15
Discuss with paid preparer
Yes

Preparer

Firm
Stone & Company LLC
Address
3568 CLOUDLAND DR NW, ATLANTA, GA 30327
Preparer
J Craig Stone
Phone
4042373401
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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/AppliedToYear1Amt032518
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0304952
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0676431
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0676431
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01013901
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0676431
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0676431
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt032518
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt10
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt20
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0SMITH GAMBREL & RUSSELL
LegalFeesSchedule/LegalFeesGrp/CategoryTxt1SMITH GAMBREL & RUSSELL
LegalFeesSchedule/LegalFeesGrp/CategoryTxt2SMITH GAMBREL & RUSSELL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0154
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt1168
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt2379
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0307
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt1336
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt2759
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0153
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt1168
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt2380
OtherDecreasesSchedule/OtherDecreasesDetail/Amt015834
OtherDecreasesSchedule/OtherDecreasesDetail/Amt13444
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02014 FEDERAL EXCISE TAX LIABILITY
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1MARKET DISCOUNT INCLUDED IN NET GAIN FROM ASSET SALES
OtherIncreasesSchedule/OtherIncreasesDetail/Amt020000
OtherIncreasesSchedule/OtherIncreasesDetail/Amt117
OtherIncreasesSchedule/OtherIncreasesDetail/Amt2100
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02014 FED EXCISE TX PD IN 2015 W/EXTENSION
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1NON-DEDUCTABLE LOSS ON MATURITY OF MUNI BONDS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc2ROUNDING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt020669
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEE--CAPITAL DIRECTIONS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt010335
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt010334
TaxesSchedule/TaxesDetail/Amt0407
TaxesSchedule/TaxesDetail/Amt120000
TaxesSchedule/TaxesDetail/CategoryTxt02013 EXCISE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt12014 EXCISE TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0407
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt120000
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NANCY T MONTGOMERY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTGOMERY FOUNDATION II INC
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0274036345
ReturnHeader/Filer/PhoneNum04048153647
ReturnHeader/Filer/USAddress/AddressLine1Txt01230 PEACHTREE ST NE
ReturnHeader/Filer/USAddress/CityNm0ATLANTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030309
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Stone & Company LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03568 CLOUDLAND DR NW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATLANTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030327
ReturnHeader/PreparerPersonGrp/PhoneNum04042373401
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J CRAIG STONE
ReturnHeader/ReturnTs02016-09-15T13:16:50-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,747,304
Liabilities
$0
Net assets
$4,747,304
Revenue
$834,558
Expenses
$1,048,208
Net income
-$213,650
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