Civic Intelligence

Philanthropy Exchange Inc

990EZ • Fiscal year 2019 • EIN 82-3989871

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 30, 2020

2840 Peachtree Road NWAtlanta, GA 30305

(678) 294-2784

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

5th percentile

-101%

Higher net margin than 5% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

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

Source year 2019

Revenue Growth

Score unavailable

No value available

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

Source year 2019

Assets

$2,321

No earlier filing loaded for comparison.

Net Assets

$2,321

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

$17,856

No earlier filing loaded for comparison.

Expenses

$35,958

No earlier filing loaded for comparison.

Net Income

-$18,102

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$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

2019

Assets$2,321
Liabilities-
Net Assets$2,321

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$17,856
Expenses$35,958
Net Income-$18,102
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 30, 2020
Return Version
2019v5.1
Gross Receipts
$17,856
Mission and Program Overview

Mission

Charitable organization to benefit public interest

Program Services

DescriptionGrantsExpenses
Grants funding events and awareness to: Goode Foundation (ALS Awareness)$17,253-
Grants funding events and awareness to:StreetWise to meet the needs, demonstrating commitment and building independence for families living in poverty.$500-
DESCRIBED in SCHEDULE O$500-
Grants funding events and awareness to:Columbiette's Luncheon for marketing benefiting CHOICES Pregnancy Center$300-
Compensation and Service Providers

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
2020-04-30
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

Form 990-ez, Part III, Line 31

Grants funding events and awareness to: Mercy Care for their Back to School Festival benfiting impovershied families and providing back to school supplies and immunizations.

Part I, line 10

Activity: LUNCHEON EVENT Grantee Name: COLUMBIETTE COUNCIL 13457 Grantee Address: 6439 SPOUT SPRINGS ROAD FLOWERY BRANCH GA 30542 Amount: 300 Relationship: EVENT SPONSOR

Part I, line 10

Activity: BACK TO SCHOOL EVENT Grantee Name: MERCY CARE Grantee Address: 5134 PEACHTREE ROAD ATLANTA GA 30341 Amount: 500 Relationship: SPONSOR

Part I, line 10

Activity: DONATION Grantee Name: STREETWISE GA INC Grantee Address: PO BOX 657 DACULA GA 30019 Amount: 500 Relationship: DONOR

Part I, line 10

Activity: DONATION Grantee Name: THE GOODE FOUNDATION Grantee Address: PO BOX 1622 FAIRBURN GA 30213 Amount: 17273 Relationship: DONOR

Part I, line 16

Description: MANAGEMENT AND GENERAL EXPENSES Amount: 7501

Part I, line 16

Description: MEMBERSHIP DEVELOPMENT Amount: 136

Part I, line 16

Description: FUNDRAISING Amount: 8756

Raw XML Appendix132 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
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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/BOYAmt020423
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02321
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0500
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-18102
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0360
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt020423
IRS990EZ/Form990TotalAssetsGrp/EOYAmt02321
IRS990EZ/GrantsAndSimilarAmountsPaidAmt018573
IRS990EZ/GrossReceiptsAmt017856
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020423
IRS990EZ/NetAssetsOrFundBalancesEOYAmt02321
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt020423
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt02321
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt030
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JO MONTGOMERY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt016393
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHARITABLE ORGANIZATION TO BENEFIT PUBLIC INTEREST
IRS990EZ/PrintingPublicationsPostageAmt0632
IRS990EZ/ProgramServiceRevenueAmt017356
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Grants funding events and awareness to: Goode Foundation (ALS Awareness)
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Grants funding events and awareness to:Columbiette's Luncheon for marketing benefiting CHOICES Pregnancy Center
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Grants funding events and awareness to:StreetWise to meet the needs, demonstrating commitment and building independence for families living in poverty.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3DESCRIBED in SCHEDULE O
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt017253
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt1300
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt2500
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt3500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt035958
IRS990EZ/TotalRevenueAmt017856
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0PXATLANTA.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt017856
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt017856
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01
IRS990ScheduleA/PublicSupportPY509Pct01
IRS990ScheduleA/PublicSupportTotal509Amt017856
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt017856
IRS990ScheduleA/Total509Grp/TotalAmt017856
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt017856
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt017856
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Grants funding events and awareness to: Mercy Care for their Back to School Festival benfiting impovershied families and providing back to school supplies and immunizations.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity: LUNCHEON EVENT Grantee Name: COLUMBIETTE COUNCIL 13457 Grantee Address: 6439 SPOUT SPRINGS ROAD FLOWERY BRANCH GA 30542 Amount: 300 Relationship: EVENT SPONSOR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Activity: BACK TO SCHOOL EVENT Grantee Name: MERCY CARE Grantee Address: 5134 PEACHTREE ROAD ATLANTA GA 30341 Amount: 500 Relationship: SPONSOR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Activity: DONATION Grantee Name: STREETWISE GA INC Grantee Address: PO BOX 657 DACULA GA 30019 Amount: 500 Relationship: DONOR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Activity: DONATION Grantee Name: THE GOODE FOUNDATION Grantee Address: PO BOX 1622 FAIRBURN GA 30213 Amount: 17273 Relationship: DONOR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description: MANAGEMENT AND GENERAL EXPENSES Amount: 7501
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description: MEMBERSHIP DEVELOPMENT Amount: 136
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Description: FUNDRAISING Amount: 8756
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART III, LINE 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I, line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part I, line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part I, line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Part I, line 16
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0MANDI J MONTGOMERY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06782942784
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-30
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/FilingSecurityInformation/AtSubmissionCreationDeviceId00F37F00A3AC73AEE144A2E7FDCB8512CEE0B04FD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09999999999999999999999999999999999999999
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.36.14.182
ReturnHeader/FilingSecurityInformation/IPDt02020-05-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm012:00:00
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/PreparationDt02020-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EMORY A MONTGOMERY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-05-14T10:40:52-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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