Civic Intelligence

George and Nancy Adler Montgomery Foundation

990PF • Fiscal year 2016 • EIN 94-3304401

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 13, 2017

Organization Profile
2838 Green StreetSan Francisco, CA 94123

(415) 567-2838

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

3rd percentile

-278%

Higher net margin than 3% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

20th percentile

-5.4%

Faster asset growth than 20% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

16th percentile

-27%

Faster revenue growth than 16% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,313,704

Down $74,923 (-5.4%) from 2015

Net Assets

Down

$1,313,704

Down $74,923 (-5.4%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin3rd percentile

Revenue

Down

$26,923

Down $9,858 (-27%) from 2015

Expenses

Down

$101,846

Down $20,187 (-17%) from 2015

Net Income

Up

-$74,923

Up $10,329 (+12%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,160,584Liabilities 2011: $02011Assets 2012: $1,221,262Liabilities 2012: $02012Assets 2013: $1,236,142Liabilities 2013: $63,3202013Assets 2014: $1,521,215Liabilities 2014: $47,336Net Assets 2014: $1,473,8792014Assets 2015: $1,388,627Liabilities 2015: $0Net Assets 2015: $1,388,6272015Assets 2016: $1,313,704Liabilities 2016: $0Net Assets 2016: $1,313,7042016Assets 2017: $1,607,979Liabilities 2017: $0Net Assets 2017: $1,607,9792017

Highlighted filing

2016

Assets$1,313,704
Liabilities$0
Net Assets$1,313,704
Open 2016 Filing

Operations Trend

Revenue Growth16th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $208,025Expenses 2011: $101,700Net Income 2011: $106,3252011Revenue 2012: $140,586Expenses 2012: $79,908Net Income 2012: $60,6782012Revenue 2013: -$4,621Expenses 2013: $43,819Net Income 2013: -$48,4402013Revenue 2014: $388,724Expenses 2014: $87,667Net Income 2014: $301,0572014Revenue 2015: $36,781Expenses 2015: $122,033Net Income 2015: -$85,2522015Revenue 2016: $26,923Expenses 2016: $101,846Net Income 2016: -$74,9232016Revenue 2017: $412,070Expenses 2017: $117,795Net Income 2017: $294,2752017

Highlighted filing

2016

Revenue$26,923
Expenses$101,846
Net Income-$74,923
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 13, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE G MONTGOMERY JRPresident/Treasurer-$0--
NANCY MA MONTGOMERYSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSARAH LAWRENCE COLLEGEDORM MODERNIZATION PROGRAM501(C)(3)BRONXVILLE, NY, US$60,000
Paid GrantTHE MADEIRA FUNDGENERAL USE501(C)(3)MCLEAN, VA, US$10,000
Paid GrantCHANTICLEERGENERAL USE501(C)(3)SAN FRANCISCO, CA, US$7,500
Paid GrantAFC GROWTH FUNDGENERAL USE501(C)(3)WASHINGTON, DC, US$2,500
Paid GrantMUSAEGENERAL USE501(C)(3)SAN FRANCISCO, CA, US$1,500
Paid GrantMERITUS COLLEGE FUNDGENERAL USE501(C)(3)SAN FRANCISCO, CA, US$1,000
Paid GrantGLIMMERGLASS FESTIVALGENERAL USE501(C)(3)COOPERSTOWN, NY, US$1,000
Paid GrantTHE BASIC FUNDGENERAL USE501(C)(3)OAKLAND, CA, US$500
Paid GrantHOLY NAMES HIGH SCHOOLGENERAL USE501(C)(3)OAKLAND, CA, US$500
Paid GrantST HELENA HOSPITAL FOUNDATIONGENERAL USE501(C)(3)ST HELENA, CA, US$250
Paid GrantCHRONICLE SEASON SHARING FUNDGENERAL USE501(C)(3)SAN FRANCISCO, CA, US$250
Paid GrantSAN FRANCISCO PARKS ALLIANCEGENERAL USE501(C)(3)SAN FRANCISCO, CA, US$200
Filing and Contact Details

Filer

Filer Name
George and Nancy Adler Montgomery
EIN
94-3304401
Phone
4155672838
Address
2838 GREEN STREET, SAN FRANCISCO, CA 94123

Signing Officer

Name
George G Montgomery Jr
Title
President
Phone
4155672838
Signed
2017-07-13
Discuss with paid preparer
Yes

Preparer

Firm
Navolio & Tallman Llp
Address
201 MISSION ST STE 650, SAN FRANCISCO, CA 94105
Preparer
John C Navolio
Phone
4159561750
Raw XML AppendixShowing 400 of 466 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/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL USE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9MERITUS COLLEGE FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10GLIMMERGLASS FESTIVAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11CHRONICLE SEASON SHARING FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7501(C)(3)
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt10501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt11501(C)(3)
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01301 CLAY STREET NUMBER 70450
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11 MEAD WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt244 PAGE STREET SUITE 604
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt38328 GEORGETOWN PIKE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 410783
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt54660 HARBORD DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61663 MISSION STREET 320
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt71020 19TH STREET NW STE 675
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt810 WOODLAND ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt91012 TORNEY AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10PO BOX 191 7300 STATE HIGHWAY 80
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11PO BOX 44740
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BRONXVILLE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5OAKLAND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9SAN FRANCISCO
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9CA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094612
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110708
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd322102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd494141
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd594618
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd694103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd720036
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1194144
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt068731
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt068731
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt028313
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt013505
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt016391
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt011730
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt011730
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt074678
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt016469
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt028313
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt013505
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt016391
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt085200
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt016469
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt086408
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt069939
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0GEORGE AND NANCY MONTGOMERY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02838 GREEN STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SAN FRANCISCO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd094114
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt015572
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt024324
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0400 SHS LINEAR TECHNOLOGY CORPORATION
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02016-11-17
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt02245

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,313,704
Liabilities
$0
Net assets
$1,313,704
Revenue
$26,923
Expenses
$101,846
Net income
-$74,923
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.41$0.12$0.29
2016Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.03$0.10$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.04$0.12$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.52$0.05$1.47$0.39$0.09$0.30
2013Summary only. Only limited summary data is available for this year.$1.24$0.06$0.00$0.04$0.05
2012Summary only. Only limited summary data is available for this year.$1.22$0.00$0.14$0.08$0.06
2011Summary only. Only limited summary data is available for this year.$1.16$0.00$0.21$0.10$0.11
Peer Organizations

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