Civic Intelligence

The Montgomery Academy Foundation

990 • Fiscal year 2012 • EIN 43-1978408

Jul 01, 2011 to Jun 30, 2012 • Filed on Jan 15, 2012

Organization ProfileN/A
3720 Vaughn Road36106
Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

Higher debt load relative to assets than 12% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

31st percentile

-2.8%

Faster asset growth than 31% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$3,161,485

Down $89,571 (-2.8%) from 2011

Net Assets

Down

$3,161,285

Down $89,352 (-2.7%) from 2011

Liabilities

Down

$200

Down $219 (-52%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$130,270

Down $7,110 (-5.2%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

2012

Assets$3,161,485
Liabilities$200
Net Assets$3,161,285
Open 2012 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

2012

Revenue-
Expenses$130,270
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Jan 15, 2012
Return Version
2011v1.2
Gross Receipts
$457,439
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 457 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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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/Explanation4NET UNREALIZED LOSSES ON INVESTMENTS: -3,705. ROUNDING 5. TOTAL TO FORM 990, PART XI, LINE 5: -3,700.
IRS990ScheduleO/GeneralExplanation/Explanation5THIS PROCESS HAS NOT CHANGED FROM THE PREVIOUS YEAR.
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IRS990ScheduleR/SaleOfAssetsToOtherOrg00
IRS990ScheduleR/SharingOfFacilities00
IRS990ScheduleR/SharingOfPaidEmployees00
IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved0126750
IRS990ScheduleR/TransactionsRelatedOrgsTable/MethodOfAmtDetermination0FMV
IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine10THE MONTGOMERY ACADEMY INC
IRS990ScheduleR/TransactionsRelatedOrgsTable/TransactionType0B
IRS990/School00
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
IRS990/StateLegalDomicile0AL
IRS990/SubjectToProxyTax00
IRS990/TaxablePartyNotification00
IRS990/TaxExemptBonds00
IRS990/TemporarilyRestrictedNetAssets/BOY086332
IRS990/TemporarilyRestrictedNetAssets/EOY065786
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/BOY03251056
IRS990/TotalAssetsBOY03251056
IRS990/TotalAssets/EOY03161485
IRS990/TotalAssetsEOY03161485
IRS990/TotalCompGT150K01
IRS990/TotalContributions05045
IRS990/TotalExpensesCurrentYear0130270
IRS990/TotalExpensesPriorYear0137380
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral00
IRS990/TotalFunctionalExpenses/ProgramServices0130270
IRS990/TotalFunctionalExpenses/Total0130270
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY0419
IRS990/TotalLiabilitiesBOY0419
IRS990/TotalLiabilities/EOY0200

Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,161,485
Liabilities
$200
Net assets
$3,161,285
Revenue
-
Expenses
$130,270
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