Civic Intelligence

Rose and Walter Montgomery Foundation

990PF • Fiscal year 2014 • EIN 57-0986535

Jan 01, 2014 to Dec 31, 2014

Spartanburg, SC
Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

16th percentile

0.00x

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Net Margin

61st percentile

8.8%

Higher net margin than 61% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

40th percentile

0.9%

Faster asset growth than 40% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

50th percentile

4.2%

Faster revenue growth than 50% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Assets

Up

$13,195,911

Up $113,018 (+0.9%) from 2013

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$1,280,381

Up $51,658 (+4.2%) from 2013

Expenses

Up

$1,167,363

Up $31,988 (+2.8%) from 2013

Net Income

Up

$113,018

Up $19,670 (+21%) from 2013

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2011: $13,026,593Liabilities 2011: $02011Assets 2012: $12,989,545Liabilities 2012: $02012Assets 2013: $13,082,893Liabilities 2013: $02013Assets 2014: $13,195,911Liabilities 2014: $02014Assets 2015: $12,800,108Liabilities 2015: $02015Assets 2018: $7,418,287Liabilities 2018: $0Net Assets 2018: $7,418,2872018Assets 2019: $5,824,366Liabilities 2019: $0Net Assets 2019: $5,824,3662019Assets 2020: $5,371,643Liabilities 2020: $0Net Assets 2020: $5,371,6432020Assets 2021: $5,801,231Liabilities 2021: $2,439Net Assets 2021: $5,798,7922021Assets 2022: $5,680,313Liabilities 2022: $2,166Net Assets 2022: $5,678,1472022Assets 2023: $6,629,224Liabilities 2023: $17,217Net Assets 2023: $6,612,0072023Assets 2024: $7,281,385Liabilities 2024: $446,282Net Assets 2024: $6,835,1032024

Highlighted filing

2014

Assets$13,195,911
Liabilities$0
Net Assets-

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $886,905Expenses 2011: $1,201,446Net Income 2011: -$314,5412011Revenue 2012: $1,100,220Expenses 2012: $1,137,268Net Income 2012: -$37,0482012Revenue 2013: $1,228,723Expenses 2013: $1,135,375Net Income 2013: $93,3482013Revenue 2014: $1,280,381Expenses 2014: $1,167,363Net Income 2014: $113,0182014Revenue 2015: $883,500Expenses 2015: $1,279,303Net Income 2015: -$395,8032015Revenue 2018: $274,756Expenses 2018: $488,873Net Income 2018: -$214,1172018Revenue 2019: $469,177Expenses 2019: $840,750Net Income 2019: -$371,5732019Revenue 2020: $328,060Expenses 2020: $466,981Net Income 2020: -$138,9212020Revenue 2021: $620,834Expenses 2021: $375,328Net Income 2021: $245,5062021Revenue 2022: $239,438Expenses 2022: $440,621Net Income 2022: -$201,1832022Revenue 2023: $34,648Expenses 2023: $369,850Net Income 2023: -$335,2022023Revenue 2024: $293,960Expenses 2024: $339,344Net Income 2024: -$45,3842024

Highlighted filing

2014

Revenue$1,280,381
Expenses$1,167,363
Net Income$113,018
Filing Detail Status

This 2014 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

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Filing Period
Jan 1, 2014 to Dec 31, 2014

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