Civic Intelligence

Harry E and Eda L Montandon Charitable Tr

EIN 82-6673963 • Austin, TX

13205 El Camino RoadAustin, TX 78727
Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

16th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Net Margin

50th percentile

5.9%

Higher net margin than 50% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Top Officer Pay

20th percentile

$15,000

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

$25M-$50M nonprofits • Source year 2024

Asset Growth

31st percentile

0.4%

Faster asset growth than 31% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

82nd percentile

51%

Faster revenue growth than 82% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$42,485,059

Up $177,728 (+0.4%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$42,485,059

Up $177,728 (+0.4%) from 2023

Operations
Liabilities / Revenue16th percentileNet Margin50th percentile

Revenue

Up

$2,897,925

Up $976,261 (+51%) from 2023

Expenses

Up

$2,725,878

Up $60,897 (+2.3%) from 2023

Net Income

Up

$172,047

Up $915,364 (+123%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth31st percentile

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

$60M$40M$20M$0Assets 2019: $42,976,470Liabilities 2019: $1Net Assets 2019: $42,976,4702019Assets 2020: $43,355,299Liabilities 2020: $1Net Assets 2020: $43,355,2992020Assets 2021: $45,694,594Liabilities 2021: $1Net Assets 2021: $45,694,5942021Assets 2022: $43,058,743Liabilities 2022: $1Net Assets 2022: $43,058,7432022Assets 2023: $42,307,331Liabilities 2023: $1Net Assets 2023: $42,307,3312023Assets 2024: $42,485,059Liabilities 2024: $0Net Assets 2024: $42,485,0592024

Highlighted filing

2024

Assets$42,485,059
Liabilities$0
Net Assets$42,485,059
Open 2024 Filing

Operations Trend

Revenue Growth82nd percentile

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

$10M$5.0M$0-$5.0MRevenue 2019: $6,566,510Expenses 2019: $1,491,018Net Income 2019: $5,075,4922019Revenue 2020: $2,786,899Expenses 2020: $2,441,177Net Income 2020: $345,7222020Revenue 2021: $5,418,805Expenses 2021: $3,087,136Net Income 2021: $2,331,6692021Revenue 2022: $573,332Expenses 2022: $3,203,766Net Income 2022: -$2,630,4342022Revenue 2023: $1,921,664Expenses 2023: $2,664,981Net Income 2023: -$743,3172023Revenue 2024: $2,897,925Expenses 2024: $2,725,878Net Income 2024: $172,0472024

Highlighted filing

2024

Revenue$2,897,925
Expenses$2,725,878
Net Income$172,047
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$42,485,059
Liabilities
$0
Net assets
$42,485,059
Revenue
$2,897,925
Expenses
$2,725,878
Net income
$172,047
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$42.5$0.00$42.5$2.90$2.73$0.17
2023Detailed filing. Detailed filing data is available for this year.$42.3$0.00$42.3$1.92$2.66$0.74
2022Detailed filing. Detailed filing data is available for this year.$43.1$0.00$43.1$0.57$3.20$2.63
2021Detailed filing. Detailed filing data is available for this year.$45.7$0.00$45.7$5.42$3.09$2.33
2020Detailed filing. Detailed filing data is available for this year.$43.4$0.00$43.4$2.79$2.44$0.35
2019Detailed filing. Detailed filing data is available for this year.$43.0$0.00$43.0$6.57$1.49$5.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 2, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD BURATTITrustee-$15,000-$15,000
KATHLEEN M MAYESTrustee-$15,000-$15,000
ELINE BURATTITrustee-$15,000-$15,000
BARRETT RIESSTrustee-$15,000-$15,000
JEFFREY MAYES0-$15,000-$15,000
Filing and Contact Details

Filer

Filer Name
Harry E and Eda L Montandon Charitable Tr
EIN
82-6673963
In Care Of
% RICHARD BURATTI
Phone
5125071772
Address
13205 EL CAMINO ROAD, AUSTIN, TX 78727

Signing Officer

Name
Richard Burattiothers
Title
Trustee
Phone
5124761040
Signed
2025-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Benedict Mccabe LLC
Address
3700 N CAPITAL OF TEXAS HWY STE 460, AUSTIN, TX 78746
Preparer
Tracy Benedict
Phone
5124761040
Raw XML Appendix368 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1AUSTIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2AUSTIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3AUSTIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4AUSTIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd078727
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd178727
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd278727
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd378727
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd478727
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt02356089
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt02356089
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt013205 EL CAMINO ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0AUSTIN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd078727
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0RICHARD BURATTI
IRS990PF/StatementsRegardingActyGrp/PhoneNum05125071772
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0HTTPS://MONTANDONCHARITABLETRUST.ORG
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0ALL CHARITABLE ACTIVITIES OF FOUNDATION RELATE TO GRANT MAKING.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0RESTRICTIONS OR LIMITATIONS ON AWARDS: TO PROVIDE FINANCIAL SUPPORT TO CHARITABLE ORGANIZATIONS THAT ARE LEGALLY ESTABLISHED AND WHOSE PRINCIPAL OPERATIONS ARE IN TEXAS THAT SERVE (1) HANDICAPPED AND DISABLED INDIVIDUALS OF ALL AGES, OR (II) CHILDREN, WHETHER HANDICAPPED, DISABLED, ILL OR OTHERWISE DISADVANTAGED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0MS AMBER CARDEN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05123972257
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0607 W 3RD ST SUITE 2760
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0AUSTIN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0787014706
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0SEE ABOVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0SUBMISSION DEADLINES ARE NOV 1ST AND APRIL 1ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02270500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHMENT A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHMENT A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE ATTACHMENT A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd078727
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02270500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02246890
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02246890
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0256897
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0366096
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0109199
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0256897
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02356089
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0109199
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0366096
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0256897
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt04200
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt04200
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADMINISTRATIVE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0600
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt17354
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt22026
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0600
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1253
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22026
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MISCELLANEOUS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt022
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt022
OtherIncreasesSchedule/OtherIncreasesDetail/Amt05681
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BASIS ADJUSTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0237988
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt137165
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt248089
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INV/ACCOUNT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1ADVISOR/ADR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2GRANTMAKING FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt048089
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0238105
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt137165
TaxesSchedule/TaxesDetail/Amt027167
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt011909
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD BURATTIOTHERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05124761040
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HARRY E AND EDA L MONTANDON CHARITABLE TR
ReturnHeader/Filer/BusinessNameControlTxt0HARR
ReturnHeader/Filer/EIN0826673963
ReturnHeader/Filer/InCareOfNm0% RICHARD BURATTI
ReturnHeader/Filer/PhoneNum05125071772
ReturnHeader/Filer/USAddress/AddressLine1Txt013205 EL CAMINO ROAD
ReturnHeader/Filer/USAddress/CityNm0AUSTIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078727
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BENEDICT MCCABE LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03700 N CAPITAL OF TEXAS HWY STE 460
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUSTIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078746
ReturnHeader/PreparerPersonGrp/PhoneNum05124761040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TRACY BENEDICT
ReturnHeader/ReturnTs02025-05-14T14:57:15-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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