Civic Intelligence

Montgomery Foundation II Inc.

990PF • Fiscal year 2020 • EIN 27-4036345

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

Organization Profile
1230 Peachtree St NE 3100Atlanta, GA 30309

(404) 815-3647

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

3rd percentile

-282%

Higher net margin than 3% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

8th percentile

-11%

Faster asset growth than 8% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

16th percentile

-35%

Faster revenue growth than 16% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$3,460,797

Down $410,847 (-11%) from 2019

Net Assets

Down

$3,460,797

Down $410,847 (-11%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin3rd percentile

Revenue

Down

$145,688

Down $78,663 (-35%) from 2019

Expenses

Up

$556,535

Up $41,741 (+8.1%) from 2019

Net Income

Down

-$410,847

Down $120,404 (-41%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth8th 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

2020

Assets$3,460,797
Liabilities$0
Net Assets$3,460,797
Open 2020 Filing

Operations Trend

Revenue Growth16th 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

2020

Revenue$145,688
Expenses$556,535
Net Income-$410,847
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY T MONTGOMERYPresident-$0--
LAURA L WARTNERSecretary-$0--
HARRY MORGANTreasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-GeneralPCAtlanta, GA, US$500,000
Paid Grant-CharitablePCCanton, GA, US$25,000
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
President
Signed
2021-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Stone CPA LLC
Address
3568 CLOUDLAND DR NW, ATLANTA, GA 30327
Preparer
J Craig Stone
Phone
4042373401
Raw XML Appendix366 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/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0J CRAIG STONE
IRS990PF/StatementsRegardingActyGrp/PhoneNum04042373401
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Mustang and Wild Horse Rescue of Ge
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16175 Hickory Flat Highway Suite 110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Atlanta
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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/AppliedToCurrentYearAmt0214656
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0214656
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0273912
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0283580
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0246619
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0945542
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0676431
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0676431
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02075764
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0326111
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0273912
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0283580
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0246619
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0945542
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0540767
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0326111
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02752195
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02426084
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0SMITH GAMBREL & RUSSELL
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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0683
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0341
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt012617
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Fee - Capital Directions
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt06308
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06309
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NANCY T MONTGOMERY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
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/PreparerFirmGrp/PreparerFirmEIN0581381468
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STONE CPA 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/ReturnTs02021-11-11T13:10:19-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NANCY T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MONTGOMERY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,460,797
Liabilities
$0
Net assets
$3,460,797
Revenue
$145,688
Expenses
$556,535
Net income
-$410,847
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