Civic Intelligence

Kenneth and Harle Montgomery Foundation

EIN 36-3871012 • Chicago, IL

Pub. 78 Eligible
135 South Lasalle Street 2350Chicago, IL 60603
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

80th percentile

36%

Higher net margin than 80% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

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

$10M-$25M nonprofits • Source year 2024

Asset Growth

52nd percentile

4.4%

Faster asset growth than 52% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

67th percentile

21%

Faster revenue growth than 67% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$12,548,900

Up $533,489 (+4.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$12,548,900

Up $533,489 (+4.4%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin80th percentile

Revenue

Up

$1,462,672

Up $254,547 (+21%) from 2023

Expenses

Down

$929,183

Down $74,434 (-7.4%) from 2023

Net Income

Up

$533,489

Up $328,981 (+161%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

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

$15M$10M$5.0M$0Assets 2020: $11,584,009Liabilities 2020: $0Net Assets 2020: $11,584,0092020Assets 2021: $11,602,644Liabilities 2021: $0Net Assets 2021: $11,602,6442021Assets 2022: $11,810,903Liabilities 2022: $0Net Assets 2022: $11,810,9032022Assets 2023: $12,015,411Liabilities 2023: $0Net Assets 2023: $12,015,4112023Assets 2024: $12,548,900Liabilities 2024: $0Net Assets 2024: $12,548,9002024

Highlighted filing

2024

Assets$12,548,900
Liabilities$0
Net Assets$12,548,900
Open 2024 Filing

Operations Trend

Revenue Growth67th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2020: $348,562Expenses 2020: $1,797,696Net Income 2020: -$1,449,1342020Revenue 2021: $779,284Expenses 2021: $760,649Net Income 2021: $18,6352021Revenue 2022: $931,971Expenses 2022: $723,712Net Income 2022: $208,2592022Revenue 2023: $1,208,125Expenses 2023: $1,003,617Net Income 2023: $204,5082023Revenue 2024: $1,462,672Expenses 2024: $929,183Net Income 2024: $533,4892024

Highlighted filing

2024

Revenue$1,462,672
Expenses$929,183
Net Income$533,489
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$12,548,900
Liabilities
$0
Net assets
$12,548,900
Revenue
$1,462,672
Expenses
$929,183
Net income
$533,489
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.5$0.00$12.5$1.46$0.93$0.53
2023Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$1.21$1.00$0.20
2022Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$0.93$0.72$0.21
2021Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$0.78$0.76$0.02
2020Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$0.35$1.80$1.45
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 5, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRYANT G GARTHDirector/President-$0--
WALTER W BELLDirector/Executive Vice President-$0--
ANDREW W GARTHDirector/Vice President-$0--
LINDA L LANDRETHDirector/Treasurer-$0--
BRENT L BARRINGERDirector/Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Kenneth & Harle Montgomery Foundation
EIN
36-3871012
Phone
3124252700
Address
135 SOUTH LASALLE STREET 2350, CHICAGO, IL 60603

Signing Officer

Name
Walter W Bell
Title
Executive Vice President
Phone
3124252700
Signed
2025-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Bell & Anderson LLC
Address
410 HUNT CLUB WAY, LAKE GENEVA, WI 53147-5618
Preparer
Brent L Barringer
Phone
2623843700
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13SOCIAL WELFARE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17EDUCATIONAL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt23SOCIAL WELFARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt24EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0AFRICAN GROVE INSTITUTE FOR THE ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CAPROCK CULTURAL ASSOCIATION

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