Civic Intelligence

Montgomery Family Foundation

EIN 77-0451432 • Los Altos, CA

171 Main Street 303Los Altos, CA 94022
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2020

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2020

Net Margin

1st percentile

-13977%

Higher net margin than 1% of similar nonprofits.

<$500k nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

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

Source year 2020

Revenue Growth

Score unavailable

No value available

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

Source year 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $3,194,558 (-100%) from 2015

Liabilities

Flat

$0

Flat from 2015

Net Assets

$0

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin1st percentile

Revenue

Up

$58,401

Up $33,760 (+137%) from 2015

Expenses

Up

$8,221,220

Up $8,048,110 (+4649%) from 2015

Net Income

Down

-$8,162,819

Down $8,014,350 (-5398%) from 2015

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,564,372Liabilities 2011: $02011Assets 2012: $3,690,498Liabilities 2012: $102,1442012Assets 2013: $3,516,224Liabilities 2013: $02013Assets 2014: $3,343,027Liabilities 2014: $02014Assets 2015: $3,194,558Liabilities 2015: $02015Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2020

Assets$0
Liabilities$0
Net Assets$0
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0-$5.0M-$10MRevenue 2011: $1,552,930Expenses 2011: $70,573Net Income 2011: $1,482,3572011Revenue 2012: $43,364Expenses 2012: $19,382Net Income 2012: $23,9822012Revenue 2013: $58,615Expenses 2013: $130,745Net Income 2013: -$72,1302013Revenue 2014: $314Expenses 2014: $173,511Net Income 2014: -$173,1972014Revenue 2015: $24,641Expenses 2015: $173,110Net Income 2015: -$148,4692015Revenue 2020: $58,401Expenses 2020: $8,221,220Net Income 2020: -$8,162,8192020

Highlighted filing

2020

Revenue$58,401
Expenses$8,221,220
Net Income-$8,162,819
Open 2020 Filing

Filings

Most recent year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$58,401
Expenses
$8,221,220
Net income
-$8,162,819
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.06$8.22$8.16
2015Summary only. Only limited summary data is available for this year.$3.19$0.00$0.02$0.17$0.15
2014Summary only. Only limited summary data is available for this year.$3.34$0.00$0.00$0.17$0.17
2013Summary only. Only limited summary data is available for this year.$3.52$0.00$0.06$0.13$0.07
2012Summary only. Only limited summary data is available for this year.$3.69$0.10$0.04$0.02$0.02
2011Summary only. Only limited summary data is available for this year.$3.56$0.00$1.55$0.07$1.48
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Sep 11, 2020
Signed
Sep 30, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
H DUBOSE MONTGOMERY JRPresident, Director-$0--
NANCY T MONTGOMERYSecretary, Treasurer, Dire-$0--
Filing and Contact Details

Filer

Filer Name
Montgomery Family Foundation
EIN
77-0451432
Phone
6509411407
Address
171 MAIN STREET 303, LOS ALTOS, CA 94022

Signing Officer

Name
Nancy T Montgomery
Title
Treasurer
Phone
6509411407
Signed
2020-09-30
Discuss with paid preparer
Yes

Preparer

Firm
Thomas M Knapp CPA
Address
6210 ALDEA DRIVE, EL DORADO HILLS, CA 95762
Preparer
Thomas M Knapp
Phone
6505771040
Raw XML Appendix306 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/ContributingManagerNm1NANCY T MONTGOMERY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt08212074
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO ESTABLISH A DONOR ADVISED FUND TO BE USED FOR CHARITABLE GIVING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0VANGUARD CHARITABLE ENDOWMENT PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 9509
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WARWICK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0RI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0028899509
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt08212074
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/AppliedToCurrentYearAmt0300021
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0300021
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01255786
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt076763
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt06828
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt09251430
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt07912053
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01255786
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt076763
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt06828
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08212074
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt07912053
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt09251430
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01339377
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0THE FOUNDATION WAS TERMINATED, HAS CEASED TO EXIST, AND ALL ASSETS (AT BOOK VALUE OF $8,212,074 AND FMV OF $9,006,207) WERE TRANSFERRED TO A DONOR ADVISED FUND AT THE VANGUARD CHARITABLE ENDOWMENT PROGRAM. THE NATURE OF THE ASSETS TRANSFERRED CONSISTED OF CASH, US TREASURY SECURITIES AND ETF FUNDS. THE FOUNDATION IS TREATING THIS DISTRIBUTION AS A QUALIFYING DISTRIBUTION FOR 2020. SEE PART XV FOR THE COMPLETE NAME AND ADDRESS OF THE RECIPIENT OF ALL FUNDS. THE DONOR ADVISED FUND ESTABLISHED AT VANGUARD WILL BE USED EXCLUSIVELY TO SUPPORT 501(C)(3) ORGANIZATIONS FOCUSED ON CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES. THE DATE OF TRANSFER OF THE ASSETS WAS SEPTEMBER 4, 2020, AND THE FOUNDATION WAS DISSOLVED ON SEPTEMBER 11, 2020. SEE CALIFORNIA SECRETARY OF STATE CERTIFICATE OF DISSOLUTION AND ATTORNEY GENERAL'S OFFICE WAIVER OF OBJECTION ATTACHED. ALSO SEE THE FOUNDATION'S BOARD OF DIRECTORS UNANIMOUS WRITTEN CONSENT TO DISSOLVE THE FOUNDATION ATTACHED.
TaxesSchedule/TaxesDetail/Amt04396
TaxesSchedule/TaxesDetail/CategoryTxt0STATE TAXES AND FEES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt04396
ReturnHeader/BuildTS02022-01-07 14:23:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NANCY T MONTGOMERY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06509411407
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTGOMERY FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0770451432
ReturnHeader/Filer/PhoneNum06509411407
ReturnHeader/Filer/USAddress/AddressLine1Txt0171 MAIN STREET 303
ReturnHeader/Filer/USAddress/CityNm0LOS ALTOS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094022
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D87B93EEFE36243B2C52C1B4CA7474D3A64FE41B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId076E622B358FEDF1B4EA88D394C3F8A460C9C77AE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.12.247.70
ReturnHeader/FilingSecurityInformation/IPDt02020-09-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm009:45:03
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THOMAS M KNAPP CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06210 ALDEA DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EL DORADO HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095762
ReturnHeader/PreparerPersonGrp/PhoneNum06505771040
ReturnHeader/PreparerPersonGrp/PreparationDt02020-09-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS M KNAPP
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-09-21T11:45:17-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-09-11
ReturnHeader/TaxYr02019

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