Civic Intelligence

Philanthropy Exchange Inc

EIN 82-3989871 • 501(c)3 • Atlanta, GA

Profile

Charitable organization to benefit public interest

2840 Peachtree Road NWAtlanta, GA 30305

pxatlanta.org

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

Score unavailable

No value available

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

Source year 2020

Net Margin

87th percentile

44%

Higher net margin than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

88th percentile

59%

Faster asset growth than 88% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

9th percentile

-82%

Faster revenue growth than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$3,700

Up $1,379 (+59%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$3,700

Up $1,379 (+59%) from 2019

Operations
Liabilities / RevenueScore unavailableNet Margin87th percentile

Revenue

Down

$3,144

Down $14,712 (-82%) from 2019

Expenses

Down

$1,765

Down $34,193 (-95%) from 2019

Net Income

Up

$1,379

Up $19,481 (+108%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth88th percentile

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

$4.0K$3.0K$2.0K$1.0K$0Assets 2019: $2,321Net Assets 2019: $2,3212019Assets 2020: $3,700Net Assets 2020: $3,7002020

Highlighted filing

2020

Assets$3,700
Liabilities-
Net Assets$3,700
Open 2020 Filing

Operations Trend

Revenue Growth9th percentile

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

$40K$20K$0-$20KRevenue 2019: $17,856Expenses 2019: $35,958Net Income 2019: -$18,1022019Revenue 2020: $3,144Expenses 2020: $1,765Net Income 2020: $1,3792020

Highlighted filing

2020

Revenue$3,144
Expenses$1,765
Net Income$1,379
Open 2020 Filing

Filings

Most recent year

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

Open filing
Assets
$3,700
Liabilities
-
Net assets
$3,700
Revenue
$3,144
Expenses
$1,765
Net income
$1,379
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$3.70$3.70$3.14$1.77$1.38
2019Detailed filing. Detailed filing data is available for this year.$2.32$2.32$17.9$36.0$18.1
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 4, 2021
Return Version
2020v4.1
Gross Receipts
$3,144
Mission and Program Overview

Mission

Charitable organization to benefit public interest

Program Services

DescriptionGrantsExpenses
Supported the opera music program.$250-
Donation for cancer research.--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JO MONTGOMERYExecutive DirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Philanthropy Exchange Inc
EIN
82-3989871
Phone
6782942784
Address
2840 PEACHTREE ROAD NW, ATLANTA, GA 30305

Signing Officer

Name
Mandi J Montgomery
Title
Executive Director
Phone
6782942784
Signed
2021-05-04
Discuss with paid preparer
No

Preparer

Firm
Emf Financial
Address
3318 RIDGEMILL CIRCLE, DACULA, GA 30019
Preparer
Emory a Montgomery
Phone
6782942786
Supplemental Narrative

Additional Explanations

Part I, line 10

“Activity: SPECIAL EVENT Grantee Name: ATLANTA OPERA Grantee Address: 1575 NORTHSIDE DRIVE NW SUITE 350 ATLANTA GA 30318 Amount: 250 Relationship: SPONSOR”

Part I, line 10

“Activity: SPECIAL EVENT Grantee Name: RACE TO CURE SARCOMA ATL 2020 Grantee Address: 9899 MAIN STREET SUITE 204 DAMASCUS MD 20872 Amount: 300 Relationship: SPONSOR”

Part I, line 16

“Description: MANAGEMENT AND GENERAL EXPENSES Amount: 423”

Part I, line 16

“Description: FUNDRAISING Amount: 176”

Raw XML Appendix110 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JO MONTGOMERY
IRS990EZ/BooksInCareOfDetail/PhoneNum06782942784
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02840 PEACHTREE ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ATLANTA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd030305
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02321
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt03700
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01379
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0440
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt02321
IRS990EZ/Form990TotalAssetsGrp/EOYAmt03700
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0550
IRS990EZ/GrossReceiptsAmt03144
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt02321
IRS990EZ/NetAssetsOrFundBalancesEOYAmt03700
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt02321
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt03700
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JO MONTGOMERY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0599
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHARITABLE ORGANIZATION TO BENEFIT PUBLIC INTEREST
IRS990EZ/PrintingPublicationsPostageAmt0176
IRS990EZ/ProgramServiceRevenueAmt03144
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Supported the opera music program.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Donation for cancer research.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0250
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt01765
IRS990EZ/TotalRevenueAmt03144
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt03144
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt03144
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY509Pct00
IRS990ScheduleA/PublicSupportTotal509Amt03144
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03144
IRS990ScheduleA/Total509Grp/TotalAmt03144
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03144
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03144
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity: SPECIAL EVENT Grantee Name: ATLANTA OPERA Grantee Address: 1575 NORTHSIDE DRIVE NW SUITE 350 ATLANTA GA 30318 Amount: 250 Relationship: SPONSOR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity: SPECIAL EVENT Grantee Name: RACE TO CURE SARCOMA ATL 2020 Grantee Address: 9899 MAIN STREET SUITE 204 DAMASCUS MD 20872 Amount: 300 Relationship: SPONSOR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: MANAGEMENT AND GENERAL EXPENSES Amount: 423
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: FUNDRAISING Amount: 176
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part I, line 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0MANDI J MONTGOMERY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06782942784
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHILANTHROPY EXCHANGE INC
ReturnHeader/Filer/BusinessNameControlTxt0PHIL
ReturnHeader/Filer/EIN0823989871
ReturnHeader/Filer/PhoneNum06782942784
ReturnHeader/Filer/USAddress/AddressLine1Txt02840 PEACHTREE ROAD NW
ReturnHeader/Filer/USAddress/CityNm0ATLANTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030305
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EMF FINANCIAL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03318 RIDGEMILL CIRCLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DACULA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030019
ReturnHeader/PreparerPersonGrp/PhoneNum06782942786
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EMORY A MONTGOMERY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-05-07T09:40:03-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MANDI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MONTGOMERY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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