Civic Intelligence

Montgomery Memorial Tree Charitable Trust

990PF • Fiscal year 2016 • EIN 36-6254309

Jan 01, 2016 to Dec 31, 2016 • Filed on May 03, 2017

Organization Profile
PO Box 929Columbus, IN 47202-0929

(812) 376-1981

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

14th percentile

-32%

Higher net margin than 14% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

77th percentile

$632

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 32.4% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

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

Source year 2016

Revenue Growth

Score unavailable

No value available

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

Source year 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

$57,411

No earlier filing loaded for comparison.

Net Assets

$57,411

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin14th percentile

Revenue

$1,948

No earlier filing loaded for comparison.

Expenses

$2,565

No earlier filing loaded for comparison.

Net Income

-$617

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.

$60K$40K$20K$0Assets 2016: $57,411Liabilities 2016: $0Net Assets 2016: $57,4112016Assets 2017: $56,299Liabilities 2017: $0Net Assets 2017: $56,2992017Assets 2018: $56,932Liabilities 2018: $0Net Assets 2018: $56,9322018Assets 2019: $55,446Liabilities 2019: $0Net Assets 2019: $55,4462019Assets 2020: $57,373Liabilities 2020: $0Net Assets 2020: $57,3732020Assets 2021: $58,022Liabilities 2021: $0Net Assets 2021: $58,0222021Assets 2022: $56,453Liabilities 2022: $0Net Assets 2022: $56,4532022Assets 2023: $55,730Liabilities 2023: $0Net Assets 2023: $55,7302023Assets 2024: $56,407Liabilities 2024: $0Net Assets 2024: $56,4072024

Highlighted filing

2016

Assets$57,411
Liabilities$0
Net Assets$57,411
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10K$5.0K$0-$5.0KRevenue 2016: $1,948Expenses 2016: $2,565Net Income 2016: -$6172016Revenue 2017: $2,414Expenses 2017: $3,690Net Income 2017: -$1,2762017Revenue 2018: $3,340Expenses 2018: $2,890Net Income 2018: $4502018Revenue 2019: $1,482Expenses 2019: $3,123Net Income 2019: -$1,6412019Revenue 2020: $4,954Expenses 2020: $3,022Net Income 2020: $1,9322020Revenue 2021: $6,487Expenses 2021: $5,838Net Income 2021: $6492021Revenue 2022: $1,327Expenses 2022: $2,903Net Income 2022: -$1,5762022Revenue 2023: $2,128Expenses 2023: $2,851Net Income 2023: -$7232023Revenue 2024: $3,558Expenses 2024: $2,874Net Income 2024: $6842024

Highlighted filing

2016

Revenue$1,948
Expenses$2,565
Net Income-$617
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 3, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIRST FINANCIAL BANKTrustee-$632-$632
Filing and Contact Details

Filer

Filer Name
Montgomery Memorial Tree
EIN
36-6254309
Phone
8123761981
Address
PO BOX 929, COLUMBUS, IN 47202-0929

Signing Officer

Name
Lynda Garber
Title
Trustee
Phone
8123761981
Signed
2017-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Kemper CPA Group Llp
Address
726 WASHINGTON ST SUITE 200, COLUMBUS, IN 47201-1912
Preparer
Erin Bushouse CPA
Phone
8123763061
Raw XML Appendix321 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEYMOUR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd047274
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01259
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02439
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02796
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0357
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0754
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0616
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01373
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0842
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01816
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0357
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01459
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03585
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0754
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0616
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01373
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0842
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02439
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05044
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05401
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt014
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0EXCISE TAX REFUND
TaxesSchedule/TaxesDetail/Amt0200
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0200
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LYNDA GARBER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08123761981
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTGOMERY MEMORIAL TREE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0366254309
ReturnHeader/Filer/PhoneNum08123761981
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 929
ReturnHeader/Filer/USAddress/CityNm0COLUMBUS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd0472020929
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A2D93D665EC76DA13FACB7E13D7298DA6B7F8131
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DFEB088BE2B159BFF1ED41F6FD7E4F3615C9ACBD
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0184.175.157.80
ReturnHeader/FilingSecurityInformation/IPDt02017-05-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm010:50:29
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0370818432
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KEMPER CPA GROUP LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0726 WASHINGTON ST SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0472011912
ReturnHeader/PreparerPersonGrp/PhoneNum08123763061
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIN BUSHOUSE CPA
ReturnHeader/ReturnTs02017-05-10T05:48:08-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$57,411
Liabilities
$0
Net assets
$57,411
Revenue
$1,948
Expenses
$2,565
Net income
-$617
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$56.4$0.00$56.4$3.56$2.87$0.68
2023Detailed filing. Detailed filing data is available for this year.$55.7$0.00$55.7$2.13$2.85$0.72
2022Detailed filing. Detailed filing data is available for this year.$56.5$0.00$56.5$1.33$2.90$1.58
2021Detailed filing. Detailed filing data is available for this year.$58.0$0.00$58.0$6.49$5.84$0.65
2020Detailed filing. Detailed filing data is available for this year.$57.4$0.00$57.4$4.95$3.02$1.93
2019Detailed filing. Detailed filing data is available for this year.$55.4$0.00$55.4$1.48$3.12$1.64
2018Detailed filing. Detailed filing data is available for this year.$56.9$0.00$56.9$3.34$2.89$0.45
2017Detailed filing. Detailed filing data is available for this year.$56.3$0.00$56.3$2.41$3.69$1.28
2016Detailed filing. Detailed filing data is available for this year.$57.4$0.00$57.4$1.95$2.57$0.62