Civic Intelligence

The Montgomery Academy Foundation

990 • Fiscal year 2010 • EIN 43-1978408

Jul 01, 2009 to Jun 30, 2010 • Filed on Feb 14, 2011

Organization ProfileN/A
3720 Vaughn Road36106
Siviq Scores

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

Liabilities / Assets

21st percentile

0.01x

Higher debt load relative to assets than 21% of similar nonprofits.

2010 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2010

Asset Growth

Score unavailable

No value available

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

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets21st percentile

Assets

$2,793,756

No earlier filing loaded for comparison.

Net Assets

$2,766,215

No earlier filing loaded for comparison.

Liabilities

$27,541

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$148,902

No earlier filing loaded for comparison.

Net Income

-

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.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $2,793,756Liabilities 2010: $27,541Net Assets 2010: $2,766,2152010Assets 2011: $3,251,056Liabilities 2011: $419Net Assets 2011: $3,250,6372011Assets 2012: $3,161,485Liabilities 2012: $200Net Assets 2012: $3,161,2852012Assets 2013: $3,530,065Liabilities 2013: $0Net Assets 2013: $3,530,0652013Assets 2014: $4,102,230Liabilities 2014: $0Net Assets 2014: $4,102,2302014Assets 2015: $4,143,801Liabilities 2015: $0Net Assets 2015: $4,143,8012015Assets 2016: $4,049,673Liabilities 2016: $0Net Assets 2016: $4,049,6732016Assets 2017: $4,401,989Liabilities 2017: $0Net Assets 2017: $4,401,9892017Assets 2018: $4,250,403Liabilities 2018: $0Net Assets 2018: $4,250,4032018Assets 2019: $4,324,426Liabilities 2019: $0Net Assets 2019: $4,324,4262019Assets 2020: $4,526,492Liabilities 2020: $0Net Assets 2020: $4,526,4922020Assets 2021: $6,007,099Liabilities 2021: $0Net Assets 2021: $6,007,0992021Assets 2022: $5,001,987Liabilities 2022: $0Net Assets 2022: $5,001,9872022Assets 2023: $5,655,676Liabilities 2023: $0Net Assets 2023: $5,655,6762023Assets 2024: $6,569,913Liabilities 2024: $0Net Assets 2024: $6,569,9132024

Highlighted filing

2010

Assets$2,793,756
Liabilities$27,541
Net Assets$2,766,215
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KExpenses 2010: $148,9022010Expenses 2011: $137,3802011Expenses 2012: $130,2702012Expenses 2013: $129,6762013Revenue 2014: $93,844Expenses 2014: $139,566Net Income 2014: -$45,7222014Revenue 2015: $188,993Expenses 2015: $147,420Net Income 2015: $41,5732015Revenue 2016: $232,239Expenses 2016: $144,662Net Income 2016: $87,5772016Revenue 2017: $130,829Expenses 2017: $182,444Net Income 2017: -$51,6152017Revenue 2018: $262,303Expenses 2018: $615,756Net Income 2018: -$353,4532018Revenue 2019: $116,426Expenses 2019: $178,091Net Income 2019: -$61,6652019Revenue 2020: $114,467Expenses 2020: $5,751Net Income 2020: $108,7162020Revenue 2021: $113,793Expenses 2021: $9,261Net Income 2021: $104,5322021Revenue 2022: $152,940Expenses 2022: $3,000Net Income 2022: $149,9402022Revenue 2023: $131,040Expenses 2023: $10,641Net Income 2023: $120,3992023Revenue 2024: $717,769Expenses 2024: $3,500Net Income 2024: $714,2692024

Highlighted filing

2010

Revenue-
Expenses$148,902
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2009 to Jun 30, 2010
Signed
Feb 14, 2011
Return Version
2009v1.7
Gross Receipts
$23,711
Mission and Program Overview

Mission

Provide financial and other support for the montgomery academy

Filing and Contact Details

Filer

EIN
43-1978408
Raw XML AppendixShowing 400 of 423 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.

Path#Value
IRS990/AccountantCompileOrReview00
IRS990/AccountsPayableAccruedExpenses/BOY021879
IRS990/AccountsPayableAccruedExpenses/EOY027541
IRS990/AccountsReceivable/BOY0106420
IRS990/AccountsReceivable/EOY0265907
IRS990/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0provide financial and other support of and for The Mongomery Academy
IRS990/AddressPrincipalOfficerUS/AddressLine103720 Vaughn Road
IRS990/AddressPrincipalOfficerUS/City0Montgomery
IRS990/AddressPrincipalOfficerUS/State0AL
IRS990/AddressPrincipalOfficerUS/ZIPCode036106
IRS990/AllOtherContributions016620
IRS990/AnnualDisclosureCoveredPersons01
IRS990/AuditCommittee01
IRS990/BalanceSheetAmountsReported00
IRS990/BenefitsPaidToMembersCY00
IRS990/BsnssRltnshpThruFamilyMember00
IRS990/BsnssRltnshpWithOrganization00
IRS990/CashNonInterestBearing/BOY07528
IRS990/CashNonInterestBearing/EOY01273
IRS990/ChangesToOrganizingDocs00
IRS990/CollectionsOfArt00
IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO00
IRS990/CompensationProcessOther00
IRS990/ConflictOfInterestPolicy01
IRS990/ConservationEasements00
IRS990/ConsolidatedAuditFinancialStmt01
IRS990/ContributionsGrantsCurrentYear016620
IRS990/ContributionsGrantsPriorYear015095
IRS990/CreditCounseling00
IRS990/DecisionsSubjectToApproval00
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions00
IRS990/DelegationOfManagementDuties00
IRS990/DepreciationDepletion/ManagementAndGeneral04503
IRS990/DepreciationDepletion/Total04503
IRS990/DescribedIn501C301
IRS990/Description0support of the educational purpose of Montgomery Academy
IRS990/DisregardedEntity00
IRS990/DocumentRetentionPolicy01
IRS990/DonorAdvisedFunds00
IRS990/ElectionOfBoardMembers00
IRS990/ExcessBenefitTransaction00
IRS990/Expense0141353
IRS990/FamilyOrBusinessRelationship00
IRS990/FederalGrantAuditRequired00
IRS990/FinancialStatementConsolidated0X
IRS990/FollowSFAS1170X
IRS990/ForeignActivities00
IRS990/ForeignFinancialAccount00
IRS990/ForeignOffice00
IRS990/Form8282PropertyDisposedOf00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek01.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek11.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek21.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek31.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek41.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek51.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek61.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek71.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek81.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek91.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek101.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek111.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek121.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek131.00
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector5X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector6X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector7X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector8X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector9X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector10X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector11X
IRS990/Form990PartVIISectionA/NamePerson0HENRY H HUTCHINSON
IRS990/Form990PartVIISectionA/NamePerson1ALICE REYNOLDS
IRS990/Form990PartVIISectionA/NamePerson2JAMES N WALTER
IRS990/Form990PartVIISectionA/NamePerson3YOUNG BOOZER III
IRS990/Form990PartVIISectionA/NamePerson4CLARK SAHLIE
IRS990/Form990PartVIISectionA/NamePerson5TED GILES
IRS990/Form990PartVIISectionA/NamePerson6EMILIE REID
IRS990/Form990PartVIISectionA/NamePerson7CATHY GASSENHEIMER
IRS990/Form990PartVIISectionA/NamePerson8DANIEL HUGHES
IRS990/Form990PartVIISectionA/NamePerson9RONNIE BROWN
IRS990/Form990PartVIISectionA/NamePerson10charles harris
IRS990/Form990PartVIISectionA/NamePerson11PETE TAYLOR
IRS990/Form990PartVIISectionA/NamePerson12VIVIAN BARFOOT
IRS990/Form990PartVIISectionA/NamePerson13AMY FORREST
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/Officer1X
IRS990/Form990PartVIISectionA/Officer2X
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation40
IRS990/Form990PartVIISectionA/OtherCompensation50
IRS990/Form990PartVIISectionA/OtherCompensation60
IRS990/Form990PartVIISectionA/OtherCompensation70
IRS990/Form990PartVIISectionA/OtherCompensation80
IRS990/Form990PartVIISectionA/OtherCompensation90
IRS990/Form990PartVIISectionA/OtherCompensation100
IRS990/Form990PartVIISectionA/OtherCompensation110
IRS990/Form990PartVIISectionA/OtherCompensation127485
IRS990/Form990PartVIISectionA/OtherCompensation136748
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization50
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization60
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization70
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization80
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization90
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization100
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization110
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization120
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization130
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs60
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs70
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs80
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs90
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs100
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs110
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs12104072
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs1379847
IRS990/Form990PartVIISectionA/Title0Chairman
IRS990/Form990PartVIISectionA/Title1Board member
IRS990/Form990PartVIISectionA/Title2Board member
IRS990/Form990PartVIISectionA/Title3Board member
IRS990/Form990PartVIISectionA/Title4Board member
IRS990/Form990PartVIISectionA/Title5Board member
IRS990/Form990PartVIISectionA/Title6Board member
IRS990/Form990PartVIISectionA/Title7BOARD MEMBER
IRS990/Form990PartVIISectionA/Title8BOARD MEMBER
IRS990/Form990PartVIISectionA/Title9board member
IRS990/Form990PartVIISectionA/Title10board member
IRS990/Form990PartVIISectionA/Title11Board member
IRS990/Form990PartVIISectionA/Title12Head of School
IRS990/Form990PartVIISectionA/Title13Chief Financial Officer
IRS990/Form990ProvidedToGoverningBody00
IRS990/FormersListed00
IRS990/FSAudited01
IRS990/FundraisingActivities00
IRS990/FundsToPayPremiums00
IRS990/Gaming00
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsToIndividuals00
IRS990/GrantsToOrganizations00
IRS990/GrantToRelatedPerson00
IRS990/GrossReceipts023711
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt00
IRS990/InvestmentIncomeCurrentYear00
IRS990/InvestmentIncomePriorYear084144
IRS990/InvestmentInJointVenture00
IRS990/InvestmentsPubTradedSecurities/BOY02058953
IRS990/InvestmentsPubTradedSecurities/EOY02408463
IRS990/LoanToOfficerOrDQP00
IRS990/LobbyingActivities00
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders00
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees00
IRS990/MinutesOfGoverningBody01
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0Amy D Forrest
IRS990/NbrIndependentVotingMembers012
IRS990/NbrVotingGoverningBodyMembers012
IRS990/NbrVotingMembersGoverningBody012
IRS990/NetAssetsOrFundBalancesBOY02530863
IRS990/NetAssetsOrFundBalancesEOY02766215
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NoListedPersonsCompensated0X
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers012
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficeExpenses/ManagementAndGeneral016
IRS990/OfficeExpenses/Total016
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/Organization501c0X
IRS990/OtherExpensePriorYear0132260
IRS990/OtherExpensesCurrentYear0148902
IRS990/OtherExpenses/Description0CONTRIBUTION TO MONTGOM
IRS990/OtherExpenses/Description1faculty award
IRS990/OtherExpenses/Description2repairs & maintenance
IRS990/OtherExpenses/ManagementAndGeneral03030
IRS990/OtherExpenses/ProgramServices0136053
IRS990/OtherExpenses/ProgramServices15300
IRS990/OtherExpenses/Total0136053
IRS990/OtherExpenses/Total15300
IRS990/OtherExpenses/Total23030
IRS990/OtherRevenueCurrentYear07091
IRS990/OtherRevenueMisc/BusinessCode0900099
IRS990/OtherRevenueMisc/Description0Other income
IRS990/OtherRevenueMisc/ExclusionAmount07091
IRS990/OtherRevenueMisc/TotalRevenueColumn07091
IRS990/PartialLiquidation00
IRS990/PermanentlyRestrictedNetAssets/BOY0668438
IRS990/PermanentlyRestrictedNetAssets/EOY0668471
IRS990/PledgesAndGrantsReceivable/BOY017341
IRS990/PledgesAndGrantsReceivable/EOY03865
IRS990/PoliticalActivities00
IRS990/PremiumsPaid00
IRS990/PriorExcessBenefitTransaction00
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenueCY00
IRS990/ProhibitedTaxShelterTrans00
IRS990/QuidProQuoContributions00
IRS990/RegularMonitoringEnforcement01
IRS990/RelatedEntity01
IRS990/RelatedOrgControlledEntity00
IRS990/RevenuesLessExpensesCY0-125191
IRS990/RevenuesLessExpensesPriorYear0-33021
IRS990/SalariesEtcCurrentYear00
IRS990/SavingsAndTempCashInvestments/BOY0362500
IRS990/SavingsAndTempCashInvestments/EOY0114248
IRS990ScheduleA/ContribBy35ControlledEntity00
IRS990ScheduleA/ContribByControllingIndividual00
IRS990ScheduleA/ContributionByRelatedParty00
IRS990ScheduleA/SumOfAmounts0136053
IRS990ScheduleA/SupportedOrgInformation/Amount0136053
IRS990ScheduleA/SupportedOrgInformation/EIN0630401358
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc01
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10The Montgomery Academy Inc
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS01
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified01
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization06
IRS990ScheduleA/SupportingOrg509a3Type10X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs01
IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990/ScheduleBRequired01
IRS990ScheduleD/BoardDesignatedEOYBalance00.75460
IRS990ScheduleD/CurrentYear/BeginningOfYearBalance02775045
IRS990ScheduleD/CurrentYear/Contributions016620
IRS990ScheduleD/CurrentYear/EndOfYearBalance03011306
IRS990ScheduleD/CurrentYear/InvestmentEarningsOrLosses0368543
IRS990ScheduleD/CurrentYearMinus1Year/BeginningOfYearBalance03597126
IRS990ScheduleD/CurrentYearMinus1Year/Contributions015094
IRS990ScheduleD/CurrentYearMinus1Year/EndOfYearBalance02775045
IRS990ScheduleD/CurrentYearMinus1Year/InvestmentEarningsOrLosses0-703654
IRS990ScheduleD/CurrentYearMinus1Year/OtherExpenditures0133521
IRS990ScheduleD/CurrentYear/OtherExpenditures0148902
IRS990ScheduleD/EndowmentsHeldByRelatedOrgs00
IRS990ScheduleD/EndowmentsHeldByUnrelatedOrgs00
IRS990ScheduleD/ExcessOrDeficitForYear0-125191
IRS990ScheduleD/ExcessOrDeficitPerFS0235352
IRS990ScheduleD/ExpensesNotRptdF99000
IRS990ScheduleD/ExpensesNotRptdOnFinStmt00
IRS990ScheduleD/ExpensesSubtotal0148902
IRS990ScheduleD/NetUnrealizedGainsInvestments0360543
IRS990ScheduleD/NetUnrealizedGLOnInvestments0360543
IRS990ScheduleD/PermanentEndowmentEOYBalance00.02340
IRS990ScheduleD/RevenueNotRptdF9900360543
IRS990ScheduleD/RevenueNotRptdOnFinStmt00
IRS990ScheduleD/RevenueSubtotal023711
IRS990ScheduleD/TermEndowmentEOYBalance00.22200
IRS990ScheduleD/TotalAdjustments0360543
IRS990ScheduleD/TotalExpenses0148902
IRS990ScheduleD/TotalExpensesPerForm9900148902
IRS990ScheduleD/TotalOfBookValueLandBuildings00
IRS990ScheduleD/TotalRevenue023711
IRS990ScheduleD/TotalRevenuePerForm990023711
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt0148902
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt0384254
IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0Committees make monthly oral reports at the organization's Board Meeting. These reports are memorialized in written minutes of each Board Meeting.
IRS990ScheduleO/GeneralExplanation/Explanation1The Finance Committee operates as the audit committee. It meets annually with the audit firm to review the audited financial statements in detail. The audit firm then prepares the Form 990 from the information is has obtained through the audit and reviewed with the audit committee.
IRS990ScheduleO/GeneralExplanation/Explanation2Each board member is asked to review and sign a conflict of interest policy every year. This puts the board member on notice of their continuing obligation throughout the year. A presentation on the conflict of interest policy is given at the annual Board retreat. New members are instructed on the policy as part of their new member orientation. Through out the year, attention is paid to identify potential conflicts that would prevent a board member from voting on a matter. If such a matter arises, the Board Member abstains from the vote.
IRS990ScheduleO/GeneralExplanation/Explanation3The public portion of Form 990 is available upon written request to anyone who requests a copy. It can also be found on various websites on the internet. The 990 is prepared using audited financial statements. All financial information is available through that document. Other documents are not required by law to be publicly available.
IRS990ScheduleO/GeneralExplanation/Explanation4No change from prior year
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990, Part VI, Section B, line 11
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/GeneralExplanation/Identifier3Form 990, Part VI, Section C, line 19
IRS990/ScheduleORequired01
IRS990ScheduleR/ExchangeOfAssets00
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine103420 VAUGHN ROAD
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0MONTGOMERY
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0AL
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode036106
IRS990ScheduleR/Form990ScheduleRPartII/EIN0630401358
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection0501 (C) 3
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState0AL
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10THE MONTGOMERY ACADEMY
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0Education
IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus02
IRS990ScheduleR/GiftGrantOrCapContrFrOtherOrg00
IRS990ScheduleR/GiftGrantOrCapContrToOtherOrg01
IRS990ScheduleR/LoansOrGuaranteesFromOtherOrg00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrg00
IRS990ScheduleR/OtherTransferFromOtherOrg00
IRS990ScheduleR/OtherTransferToOtherOrg00
IRS990ScheduleR/PerformOfServicesByOtherOrgs00
IRS990ScheduleR/PerformOfServicesForOtherOrgs00
IRS990ScheduleR/PurchaseOfAssetsFromOtherOrg00
IRS990ScheduleR/ReceiptOfIntAnnRentsRoyalties00
IRS990ScheduleR/ReimbursementPaidByOtherOrg00
IRS990ScheduleR/ReimbursementPaidToOtherOrg00
IRS990ScheduleR/RentalOfFacilitiesFrOtherOrgs00
IRS990ScheduleR/RentalOfFacilitiesToOtherOrgs00
IRS990ScheduleR/SaleOfAssetsToOtherOrg00
IRS990ScheduleR/SharingOfFacilities00
IRS990ScheduleR/SharingOfPaidEmployees00
IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved0136053
IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine10The Montgomery Academy Inc
IRS990ScheduleR/TransactionsRelatedOrgsTable/TransactionType0B
IRS990/School00
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
IRS990/StateLegalDomicile0AL
IRS990/TaxablePartyNotification00
IRS990/TaxExemptBonds00
IRS990/TemporarilyRestrictedNetAssets/BOY070631
IRS990/TemporarilyRestrictedNetAssets/EOY00
IRS990/Terminated00
IRS990/TermOrPermanentEndowments01
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine103240 VAUGHN ROAD
IRS990/TheBooksAreInCareOf/AddressUS/City0Montgomery
IRS990/TheBooksAreInCareOf/AddressUS/State0AL
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode036106
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10AMY D FORREST
IRS990/TheBooksAreInCareOf/TelephoneNumber03342728210
IRS990/TotalAssets/BOY02552742
IRS990/TotalAssetsBOY02552742
IRS990/TotalAssets/EOY02793756
IRS990/TotalAssetsEOY02793756
IRS990/TotalCompGT150K00
IRS990/TotalContributions016620
IRS990/TotalExpensesCurrentYear0148902
IRS990/TotalExpensesPriorYear0132260
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral07549
IRS990/TotalFunctionalExpenses/ProgramServices0141353
IRS990/TotalFunctionalExpenses/Total0148902
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY021879
IRS990/TotalLiabilitiesBOY021879
IRS990/TotalLiabilities/EOY027541
IRS990/TotalLiabilitiesEOY027541
IRS990/TotalLiabNetAssetsFundBalances/BOY02552742
IRS990/TotalLiabNetAssetsFundBalances/EOY02793756
IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers00
IRS990/TotalNetAssetsFundBalances/BOY02530863
IRS990/TotalNetAssetsFundBalances/EOY02766215
IRS990/TotalOtherCompensation014233
IRS990/TotalOtherRevenue07091
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProgramServiceExpense0141353
IRS990/TotalReportableCompFrmRltdOrgs0183919
IRS990/TotalReportableCompFromOrg00
IRS990/TotalRevenueCurrentYear023711
IRS990/TotalRevenue/ExclusionAmount07091
IRS990/TotalRevenuePriorYear099239
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome00
IRS990/TotalRevenue/TotalRevenueColumn023711
IRS990/TotalRevenue/UnrelatedBusinessRevenue00
IRS990/TransfersToExemptNonChrtblOrg00
IRS990/TypeOfOrganizationCorporation0X
IRS990/UnrelatedBusinessIncome00
IRS990/UnrestrictedNetAssets/BOY01791794
IRS990/UnrestrictedNetAssets/EOY02097744
IRS990/UponRequest0X
IRS990/WebSite0n/a
IRS990/WhistleblowerPolicy01
IRS990/YearFormation02002
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0431978408
ReturnHeader/Filer/Name/BusinessNameLine10The Montgomery Academy Foundation
ReturnHeader/Filer/NameControl0MONT

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2010 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,793,756
Liabilities
$27,541
Net assets
$2,766,215
Revenue
-
Expenses
$148,902
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.57$0.00$6.57$0.72$0.00$0.71
2023Detailed filing. Detailed filing data is available for this year.$5.66$0.00$5.66$0.13$0.01$0.12
2022Detailed filing. Detailed filing data is available for this year.$5.00$0.00$5.00$0.15$0.00$0.15
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.01$0.00$6.01$0.11$0.01$0.10
2020Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$0.11$0.01$0.11
2019Detailed filing. Detailed filing data is available for this year.$4.32$0.00$4.32$0.12$0.18$0.06
2018Detailed filing. Detailed filing data is available for this year.$4.25$0.00$4.25$0.26$0.62$0.35
2017Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$0.13$0.18$0.05
2016Detailed filing. Detailed filing data is available for this year.$4.05$0.00$4.05$0.23$0.14$0.09
2015Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.19$0.15$0.04
2014Detailed filing. Detailed filing data is available for this year.$4.10$0.00$4.10$0.09$0.14$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.53$0.00$3.53$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.16$0.00$3.16$0.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.25$0.00$3.25$0.14
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.79$0.03$2.77$0.15