Civic Intelligence

Gregory Hugh Montgomery Jr Foundation for Ultimate

EIN 85-3240296 • 501(c)3 • Naples, FL

Profile

To support efforts to raise awareness about mental illness, bring aid to those afflicted and foster a community for the family and friends on their never ending quest for Ultimate Growth.

5899 Fountain DriveNaples, FL 34119

www.ultimategrowthfoundation.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

37th percentile

-4.6%

Higher net margin than 37% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

88th percentile

$21,500

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 15.1% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

47th percentile

-3.8%

Faster asset growth than 47% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

46th percentile

-6.0%

Faster revenue growth than 46% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$166,868

Down $6,574 (-3.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$166,868

Down $6,574 (-3.8%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin37th percentile

Revenue

Down

$142,018

Down $9,011 (-6.0%) from 2023

Expenses

Up

$148,592

Up $12,712 (+9.4%) from 2023

Net Income

Down

-$6,574

Down $21,723 (-143%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

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

$200K$150K$100K$50K$0Assets 2020: $38,422Liabilities 2020: $0Net Assets 2020: $38,4222020Assets 2021: $141,515Liabilities 2021: $0Net Assets 2021: $141,5152021Assets 2022: $158,293Liabilities 2022: $0Net Assets 2022: $158,2932022Assets 2023: $173,442Liabilities 2023: $0Net Assets 2023: $173,4422023Assets 2024: $166,868Liabilities 2024: $0Net Assets 2024: $166,8682024

Highlighted filing

2024

Assets$166,868
Liabilities$0
Net Assets$166,868
Open 2024 Filing

Operations Trend

Revenue Growth46th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2020: $42,717Expenses 2020: $4,295Net Income 2020: $38,4222020Revenue 2021: $151,922Expenses 2021: $48,829Net Income 2021: $103,0932021Revenue 2022: $152,203Expenses 2022: $135,425Net Income 2022: $16,7782022Revenue 2023: $151,029Expenses 2023: $135,880Net Income 2023: $15,1492023Revenue 2024: $142,018Expenses 2024: $148,592Net Income 2024: -$6,5742024

Highlighted filing

2024

Revenue$142,018
Expenses$148,592
Net Income-$6,574
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$166,868
Liabilities
$0
Net assets
$166,868
Revenue
$142,018
Expenses
$148,592
Net income
-$6,574
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$1.42$1.49$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$1.51$1.36$0.15
2022Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$1.52$1.35$0.17
2021Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$1.52$0.49$1.03
2020Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.43$0.04$0.38
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 17, 2025
Return Version
2024v5.0
Gross Receipts
$240,165
Mission and Program Overview

Mission

To support efforts to raise awareness about mental illness, bring aid to those afflicted and foster a community for the family of friends on their never ending quest for Ultimate Growth.

To support efforts to raise awareness about mental illness, bring aid to those afflicted and foster a community for the family and friends on their never ending quest for Ultimate Growth.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$173,442$166,868▼ $6,574
Rtn Earn Endowment Incm Other Fnds$173,442$166,868▼ $6,574
Total Assets$173,442$166,868▼ $6,574
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$173,442$166,868▼ $6,574
Total Liabilities and Net Assets / Fund Balance$173,442$166,868▼ $6,574
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Margot MoranPresidentPT$21,500$21,500

Board Members and Trustees

NameTitle
Charles S MontgomeryDirector
Thomas J Moran VDirector of Marketing
Anne C ConnellSecretary
Gregory H Montgomery SrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$170,558
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$-28,540
All Other Contributions
$57,389
Change in Net Assets
$-6,574

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table2$20,000Comparable Sales
Other Non Cash Contri Table13$10,205Comparable Sales
Other Non Cash Contri Table8$2,650Comparable Sales
Collectibles6$2,625Comparable Sales
Clothing and Household Goods-$2,427Comparable Sales
Works of Art2$1,075Comparable Sales
Other Non Cash Contri Table10$675Comparable Sales
Total Noncash Contributions41$39,657-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$105,900
Salaries, Compensation, and Employee Benefits$21,500
Other Expenses$21,192
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$105,900--$105,900
Current Officers, Directors, Trustees, and Key Employees$16,125$5,375-$21,500
Travel$13,128--$13,128
Other Expenses$2,960$728-$2,960
Information Technology$2,295$512-$2,807
Office Expenses-$1,132-$1,132
Total Functional Expenses$140,845$7,747$0$148,592
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Michigan State Spartan FundEast Lansing, MI501c3Student Athlete Mental Wellness Fund$50,000
Red Bank Regional High SchoolLittle Silver, NJ170c1Student Athlete Mental Wellness Fund$30,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$98,147
Fundraising Gross Income$69,607
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fore & Love$182,776$69,607$52,322$17,285
Total Events$182,776$69,607$98,147$-28,540
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Officer directors etc family relationship Part VI line 2

“All Officers and Directors are related. The are family members of Greogry Hugh Montgomery, Jr.”

Form 990 governing body review Part VI line 11

“A copy of Form 990 is reviwed by the President and then distributed to the governing board for approval either electronically or in person.”

Conflict of interest policy compliance Part VI line 12C

“The close familial relationship of the governing board allow for the board to ensure there is no conflict of interest.”

Governing documents etc available to public Part VI line 19

“Governing Documents, Conflict of Interest Policy and Financial Statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Gregory Hugh Montgomery Jr Foundation for Ultimate
EIN
85-3240296
In Care Of
% Margot Moran
Phone
9735079783
Address
5899 Fountain Drive, Naples, FL 34119

Signing Officer

Name
Margot Moran
Title
President
Phone
9735079783
Signed
2025-02-17
Discuss with paid preparer
Yes

Organization Details

Formed
2020
Legal Domicile
Fl
Voting Board Members
5
Independent Board Members
0
Employees
0
Volunteers
10

Preparer

Firm
Ellen E Peifer CPA
Address
815 Hastings Lane, Point Pleasant, NJ 08742
Preparer
Ellen E Peifer
Phone
5704600864
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IRS990ScheduleI/RecipientTable/IRCSectionDesc0170c1
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501c3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Student Athlete Mental Wellness Fund
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Student Athlete Mental Wellness Fund
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Red Bank Regional High School
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Michigan State Spartan Fund
IRS990ScheduleI/RecipientTable/RecipientEIN0882760616
IRS990ScheduleI/RecipientTable/RecipientEIN1386005984
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0101 Ridge Road
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1550 S Harrison Raod
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Little Silver
IRS990ScheduleI/RecipientTable/USAddress/CityNm1East Lansing
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NJ
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1MI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd007739
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd148823
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/MethodOfDeterminingRevenuesTxt0Comparable Sales
IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/NonCashCheckboxInd0X
IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/NoncashContributionsRptF990Amt02427
IRS990ScheduleM/CollectiblesGrp/ContributionCnt06
IRS990ScheduleM/CollectiblesGrp/MethodOfDeterminingRevenuesTxt0Comparable Sales
IRS990ScheduleM/CollectiblesGrp/NonCashCheckboxInd0X
IRS990ScheduleM/CollectiblesGrp/NoncashContributionsRptF990Amt02625
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt08
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt12
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt213
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt310
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0Food & Wine
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc1Vacations
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc2Sporting EventGolf
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc3LessonsInstruction
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0Comparable Sales
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt1Comparable Sales
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt2Comparable Sales
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt3Comparable Sales
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd1X
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd2X
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd3X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt02650
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt120000
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt210205
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt3675
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0true
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990ScheduleM/WorksOfArtGrp/ContributionCnt02
IRS990ScheduleM/WorksOfArtGrp/MethodOfDeterminingRevenuesTxt0Comparable Sales
IRS990ScheduleM/WorksOfArtGrp/NonCashCheckboxInd0X
IRS990ScheduleM/WorksOfArtGrp/NoncashContributionsRptF990Amt01075
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0All Officers and Directors are related. The are family members of Greogry Hugh Montgomery, Jr.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A copy of Form 990 is reviwed by the President and then distributed to the governing board for approval either electronically or in person.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The close familial relationship of the governing board allow for the board to ensure there is no conflict of interest.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Governing Documents, Conflict of Interest Policy and Financial Statements are available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Officer directors etc family relationship Part VI line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0173442
IRS990/TotalAssetsEOYAmt0166868
IRS990/TotalAssetsGrp/BOYAmt0173442
IRS990/TotalAssetsGrp/EOYAmt0166868
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0170558
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07747
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0140845
IRS990/TotalFunctionalExpensesGrp/TotalAmt0148592
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0173442
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0166868
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0140845
IRS990/TotalReportableCompFromOrgAmt021500
IRS990/TotalRevenueGrp/ExclusionAmt0-28540
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0142018
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0173442
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0166868
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt013128
IRS990/TravelGrp/TotalAmt013128
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0https://www.ultimategrowthfoundation.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARGOT MORAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09735079783
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Gregory Hugh Montgomery Jr Foundation for Ultimate
ReturnHeader/Filer/BusinessNameControlTxt0GREG
ReturnHeader/Filer/EIN0853240296
ReturnHeader/Filer/InCareOfNm0% Margot Moran
ReturnHeader/Filer/PhoneNum09735079783
ReturnHeader/Filer/USAddress/AddressLine1Txt05899 Fountain Drive
ReturnHeader/Filer/USAddress/CityNm0Naples
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034119
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ellen E Peifer CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0815 Hastings Lane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Point Pleasant
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008742
ReturnHeader/PreparerPersonGrp/PhoneNum05704600864
ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELLEN E PEIFER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-02-17T17:16:52-05:00
ReturnHeader/ReturnTypeCd0990

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