Civic Intelligence

Montgomery Family Foundation Inc

EIN 58-1928906 • Alpharetta, GA

11175 Cicero Drive 300Alpharetta, GA 30022
Siviq Scores

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

Liabilities / Assets

36th percentile

0.02x

Higher debt load relative to assets than 36% of similar nonprofits.

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

Liabilities / Revenue

57th percentile

0.21x

Higher debt load relative to revenue than 57% of similar nonprofits.

$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

29th percentile

$40,000

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

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

Asset Growth

53rd percentile

4.6%

Faster asset growth than 53% of similar nonprofits.

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

Revenue Growth

76th percentile

36%

Faster revenue growth than 76% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$15,323,709

Up $677,936 (+4.6%) from 2023

Liabilities

Up

$344,673

Up $7,839 (+2.3%) from 2023

Net Assets

Up

$14,979,036

Up $670,097 (+4.7%) from 2023

Operations
Liabilities / Revenue57th percentileNet Margin80th percentile

Revenue

Up

$1,659,035

Up $437,459 (+36%) from 2023

Expenses

Up

$1,060,322

Up $92,246 (+9.5%) from 2023

Net Income

Up

$598,713

Up $345,213 (+136%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth53rd percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $7,333,379Liabilities 2010: $633,888Net Assets 2010: $6,699,4912010Assets 2011: $8,073,483Liabilities 2011: $754,710Net Assets 2011: $7,318,7732011Assets 2012: $8,518,585Liabilities 2012: $759,174Net Assets 2012: $7,759,4112012Assets 2013: $8,862,119Liabilities 2013: $756,5192013Assets 2014: $9,496,636Liabilities 2014: $713,333Net Assets 2014: $8,783,3032014Assets 2015: $10,349,306Liabilities 2015: $348,474Net Assets 2015: $10,000,8322015Assets 2016: $10,843,676Liabilities 2016: $247,220Net Assets 2016: $10,596,4562016Assets 2017: $11,235,860Liabilities 2017: $305,612Net Assets 2017: $10,930,2482017Assets 2018: $11,849,087Liabilities 2018: $381,415Net Assets 2018: $11,467,6722018Assets 2019: $12,276,641Liabilities 2019: $336,636Net Assets 2019: $11,940,0052019Assets 2020: $12,620,984Liabilities 2020: $249,748Net Assets 2020: $12,371,2362020Assets 2021: $13,545,425Liabilities 2021: $350,122Net Assets 2021: $13,195,3032021Assets 2022: $14,466,699Liabilities 2022: $506,138Net Assets 2022: $13,960,5612022Assets 2023: $14,645,773Liabilities 2023: $336,834Net Assets 2023: $14,308,9392023Assets 2024: $15,323,709Liabilities 2024: $344,673Net Assets 2024: $14,979,0362024

Highlighted filing

2024

Assets$15,323,709
Liabilities$344,673
Net Assets$14,979,036
Open 2024 Filing

Operations Trend

Revenue Growth76th percentile

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

$3.0M$2.0M$1.0M$0Expenses 2010: $519,4452010Expenses 2011: $621,8772011Expenses 2012: $763,4932012Revenue 2013: $1,047,808Expenses 2013: $833,325Net Income 2013: $214,4832013Revenue 2014: $1,375,142Expenses 2014: $906,829Net Income 2014: $468,3132014Revenue 2015: $2,154,869Expenses 2015: $1,079,868Net Income 2015: $1,075,0012015Revenue 2016: $1,410,303Expenses 2016: $881,313Net Income 2016: $528,9902016Revenue 2017: $1,109,202Expenses 2017: $827,019Net Income 2017: $282,1832017Revenue 2018: $1,406,608Expenses 2018: $929,652Net Income 2018: $476,9562018Revenue 2019: $1,379,846Expenses 2019: $981,787Net Income 2019: $398,0592019Revenue 2020: $1,378,987Expenses 2020: $1,014,070Net Income 2020: $364,9172020Revenue 2021: $1,817,447Expenses 2021: $1,039,365Net Income 2021: $778,0822021Revenue 2022: $1,840,455Expenses 2022: $1,144,266Net Income 2022: $696,1892022Revenue 2023: $1,221,576Expenses 2023: $968,076Net Income 2023: $253,5002023Revenue 2024: $1,659,035Expenses 2024: $1,060,322Net Income 2024: $598,7132024

Highlighted filing

2024

Revenue$1,659,035
Expenses$1,060,322
Net Income$598,713
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$15,323,709
Liabilities
$344,673
Net assets
$14,979,036
Revenue
$1,659,035
Expenses
$1,060,322
Net income
$598,713
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.3$0.34$15.0$1.66$1.06$0.60
2023Detailed filing. Detailed filing data is available for this year.$14.6$0.34$14.3$1.22$0.97$0.25
2022Detailed filing. Detailed filing data is available for this year.$14.5$0.51$14.0$1.84$1.14$0.70
2021Detailed filing. Detailed filing data is available for this year.$13.5$0.35$13.2$1.82$1.04$0.78
2020Detailed filing. Detailed filing data is available for this year.$12.6$0.25$12.4$1.38$1.01$0.36
2019Detailed filing. Detailed filing data is available for this year.$12.3$0.34$11.9$1.38$0.98$0.40
2018Detailed filing. Detailed filing data is available for this year.$11.8$0.38$11.5$1.41$0.93$0.48
2017Detailed filing. Detailed filing data is available for this year.$11.2$0.31$10.9$1.11$0.83$0.28
2016Detailed filing. Detailed filing data is available for this year.$10.8$0.25$10.6$1.41$0.88$0.53
2015Detailed filing. Detailed filing data is available for this year.$10.3$0.35$10.0$2.15$1.08$1.08
2014Detailed filing. Detailed filing data is available for this year.$9.50$0.71$8.78$1.38$0.91$0.47
2013Summary only. Only limited summary data is available for this year.$8.86$0.76$1.05$0.83$0.21
2012Detailed filing. Detailed filing data is available for this year.$8.52$0.76$7.76$0.76
2011Detailed filing. Detailed filing data is available for this year.$8.07$0.75$7.32$0.62
2010Detailed filing. Detailed filing data is available for this year.$7.33$0.63$6.70$0.52
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2023 to Oct 31, 2024
Signed
Jun 4, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay29th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LJ MONTGOMERY IIIPresidentPT$40,000-$40,000
MARY MONTGOMERYTreasurerPT$25,000-$25,000
BEVERLY BENNETTSenior DirectorPT$20,000-$20,000
ELIZABETH SCHEINEDirectorPT$10,000-$10,000
CHRISTINE EICKSTEADDirector-$1,500-$1,500
Filing and Contact Details

Filer

Filer Name
Montgomery Family Foundation Inc
EIN
58-1928906
Phone
6783509500
Address
11175 CICERO DRIVE 300, ALPHARETTA, GA 30022

Signing Officer

Name
Lawrence Montgomery
Title
President
Phone
6783509500
Signed
2025-06-04
Discuss with paid preparer
Yes

Preparer

Firm
Brady Ware & Schoenfeld Inc
Address
11175 CICERO DRIVE SUITE 300, ALPHARETTA, GA 30022
Preparer
Teresa B Snyder CPA
Phone
6783509500
Raw XML AppendixShowing 400 of 608 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9CAPITAL GAINS DISTRIBUTIONS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt320.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt125000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt210000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt320000
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LJ MONTGOMERY III
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1203 RIVER BEND ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt217372 TEDLER CIRCLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3344 COUNTY ROAD 4413
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt49803 KERRVILLE STREET
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1GREAT FALLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2ROUND HILL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3POPLAR BLUFF
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4SAN ANTONION
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0BRADY WARE SCHOENFELD INC
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt011175 CICERO DRIVE SUITE 300
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06783509500
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt04500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2125162
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2213750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0VARIOUS CHARITABLE PROGRAM ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1VARIOUS CHARITABLE PROGRAM ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2UNDERGRADUATE FINANCIAL ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3VARIOUS CHARITABLE PROGRAM ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4VARIOUS CHARITABLE PROGRAM ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5VARIOUS CHARITABLE PROGRAM ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6VARIOUS CHARITABLE PROGRAM ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7VARIOUS CHARITABLE PROGRAM ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8VARIOUS CHARITABLE PROGRAM ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9VARIOUS CHARITABLE PROGRAM ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10VARIOUS CHARITABLE PROGRAM ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11VARIOUS CHARITABLE PROGRAM ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12VARIOUS CHARITABLE PROGRAM ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13UNDERGRADUATE FINANCIAL ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14VARIOUS CHARITABLE PROGRAM ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15VARIOUS CHARITABLE PROGRAM ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16UNDERGRADUATE FINANCIAL ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17UNDERGRADUATE FINANCIAL ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18VARIOUS CHARITABLE PROGRAM ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19VARIOUS CHARITABLE PROGRAM ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20UNDERGRADUATE FINANCIAL ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21UNDERGRADUATE FINANCIAL ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22UNDERGRADUATE FINANCIAL ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ABAC FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1AUBURN UNIVERSITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BERRY COLLEGE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3CAPROCK CULTURAL ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4CHESAPEAKE BAY MARITIME MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5CHOPIN SOCIETY OF ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6FAITH CHRISTIAN SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7GARZA COUNTY HISTORICAL MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8GEORGIA BAPTIST CHILDREN'S HOME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9GEORGIA TECH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10GREAT FALLS UNITED METHODIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11LAKEVIEW COVENANT CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12LEVELLAND WALLACE THEATRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13LUTHERAN HIGH SCHOOL OF SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14MAYO CLINIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15PALACE OF PRAISE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16POPLAR BLUFF HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17SOUTH PLAINS COLLEGE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18SUNNYLAND ACBS-SCAMPY YOUTH PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19THE HUB LUNDA COMMUNITY CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20THREE RIVERS COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt21UNIVERSITY OF NEBRASKA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt22WESTERN TECHNICAL COLLEGE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NON-PROFIT ORGANIZAT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1NON-PROFIT ORGANIZAT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PRIVATE SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3NON-PROFIT ORGANIZAT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4NON-PROFIT ORGANIZAT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5NON-PROFIT ORGANIZAT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6NON-PROFIT ORGANIZAT

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