Civic Intelligence

Montgomery Foundation II Inc.

990PF • Fiscal year 2017 • EIN 27-4036345

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 09, 2018

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

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

3rd percentile

-141%

Higher net margin than 3% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

20th percentile

-4.4%

Faster asset growth than 20% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

2nd percentile

-78%

Faster revenue growth than 2% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$4,396,143

Down $201,335 (-4.4%) from 2016

Net Assets

Down

$4,396,143

Down $201,335 (-4.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin3rd percentile

Revenue

Down

$236,304

Down $828,570 (-78%) from 2016

Expenses

Down

$569,878

Down $651,910 (-53%) from 2016

Net Income

Down

-$333,574

Down $176,660 (-113%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

2017

Assets$4,396,143
Liabilities$0
Net Assets$4,396,143
Open 2017 Filing

Operations Trend

Revenue Growth2nd percentile

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

2017

Revenue$236,304
Expenses$569,878
Net Income-$333,574
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 9, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay42nd 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
Laura L Wartner
Title
Secretary
Signed
2018-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Stone & Company LLC
Address
3568 CLOUDLAND DR NW, ATLANTA, GA 30327
Preparer
J Craig Stone
Phone
4042373401
Raw XML Appendix331 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/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03568 CLOUDLAND DR NW
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ATLANTA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0GA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0303272906
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0J CRAIG STONE
IRS990PF/StatementsRegardingActyGrp/PhoneNum04042373401
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0266723
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1233277
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Emory University School of Medicine
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Emory University School of Medicine
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01762 CLIFTON RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11762 CLIFTON RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Atlanta
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd030322
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd130322
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0500000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0263331
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0263331
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0945542
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0676431
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01868592
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0246619
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0945542
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0676431
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0509950
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0246619
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01868592
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01621973
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0SMITH GAMBREL & RUSSELL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt02055
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt04113
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt02057
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01563
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1193
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Other Adjustments
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1Penalties
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Wire Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt015740
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEE--CAPITAL DIRECTIONS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt07870
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt07870
TaxesSchedule/TaxesDetail/Amt050000
TaxesSchedule/TaxesDetail/CategoryTxt0Current Year tax payment
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA L WARTNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-09
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/PreparerFirmEIN0581381468
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/ReturnTs02018-11-09T15:01:17-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,396,143
Liabilities
$0
Net assets
$4,396,143
Revenue
$236,304
Expenses
$569,878
Net income
-$333,574
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