Civic Intelligence

Montan Family Foundation

990PF • Fiscal year 2017 • EIN 95-4792584

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 15, 2018

5900 Wilshire Boulevard Suite 2300Los Angeles, CA 90036

(323) 634-2400

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

79th percentile

23%

Higher net margin than 79% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

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.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

95th percentile

163%

Faster asset growth than 95% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

97th percentile

372%

Faster revenue growth than 97% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$15,847

Up $9,811 (+163%) from 2016

Net Assets

Up

$15,847

Up $9,811 (+163%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$42,719

Up $33,661 (+372%) from 2016

Expenses

Up

$32,730

Up $20,170 (+161%) from 2016

Net Income

Up

$9,989

Up $13,491 (+385%) from 2016

Historical Trend

Balance Sheet Trend

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

$20K$15K$10K$5.0K$0Assets 2010: $2,979Liabilities 2010: $0Net Assets 2010: $2,9792010Assets 2011: $1,720Liabilities 2011: $0Net Assets 2011: $1,7202011Assets 2012: $5,035Liabilities 2012: $0Net Assets 2012: $5,0352012Assets 2013: $2,679Liabilities 2013: $0Net Assets 2013: $2,6792013Assets 2014: $1,563Liabilities 2014: $0Net Assets 2014: $1,5632014Assets 2015: $9,922Liabilities 2015: $0Net Assets 2015: $9,9222015Assets 2016: $6,036Liabilities 2016: $0Net Assets 2016: $6,0362016Assets 2017: $15,847Liabilities 2017: $0Net Assets 2017: $15,8472017Assets 2018: $5,103Liabilities 2018: $0Net Assets 2018: $5,1032018Assets 2019: $7,123Liabilities 2019: $0Net Assets 2019: $7,1232019Assets 2020: $5,613Liabilities 2020: $0Net Assets 2020: $5,6132020Assets 2021: $2,005Liabilities 2021: $0Net Assets 2021: $2,0052021Assets 2022: $949Liabilities 2022: $0Net Assets 2022: $9492022Assets 2023: $4,036Liabilities 2023: $0Net Assets 2023: $4,0362023Assets 2024: $18,683Liabilities 2024: $0Net Assets 2024: $18,6832024

Highlighted filing

2017

Assets$15,847
Liabilities$0
Net Assets$15,847

Operations Trend

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

$60K$40K$20K$0-$20KExpenses 2010: $15,0502010Expenses 2011: $13,9202011Expenses 2012: $1,7172012Revenue 2013: $0Expenses 2013: $2,265Net Income 2013: -$2,2652013Revenue 2014: $14,286Expenses 2014: $15,402Net Income 2014: -$1,1162014Revenue 2015: $27,117Expenses 2015: $18,639Net Income 2015: $8,4782015Revenue 2016: $9,058Expenses 2016: $12,560Net Income 2016: -$3,5022016Revenue 2017: $42,719Expenses 2017: $32,730Net Income 2017: $9,9892017Revenue 2018: $383Expenses 2018: $10,726Net Income 2018: -$10,3432018Revenue 2019: $20,849Expenses 2019: $18,825Net Income 2019: $2,0242019Revenue 2020: $8,163Expenses 2020: $9,377Net Income 2020: -$1,2142020Revenue 2021: $24,209Expenses 2021: $27,705Net Income 2021: -$3,4962021Revenue 2022: $5,949Expenses 2022: $6,675Net Income 2022: -$7262022Revenue 2023: $4,114Expenses 2023: $2,108Net Income 2023: $2,0062023Revenue 2024: $27,261Expenses 2024: $16,107Net Income 2024: $11,1542024

Highlighted filing

2017

Revenue$42,719
Expenses$32,730
Net Income$9,989
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 15, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTOPHER D MONTANPresident-$0--
BARBARA MONTANVice-President-$0--
RICHARD MANDELSecretary/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Montan Family Foundation
EIN
95-4792584
Phone
3236342400
Address
5900 WILSHIRE BOULEVARD SUITE 2300, LOS ANGELES, CA 90036

Signing Officer

Name
Richard Mandel
Title
Treasurer
Phone
3236342400
Signed
2018-03-15
Discuss with paid preparer
Yes

Preparer

Firm
Jess S Morgan & Company Inc
Address
5900 WILSHIRE BLVD SUITE 2300, LOS ANGELES, CA 90036
Preparer
Timothy D Bodner
Phone
3236342400
Raw XML AppendixShowing 400 of 409 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/PersonNm2RICHARD MANDEL
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt25900 WILSHIRE BOULEVARD SUITE 2300
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt010700
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt016750
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt013431
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.727795
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.644734
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.915451
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt01.925039
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.153752
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0401
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt015455
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt016596
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt018297
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt06977
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03252
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0789
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt031000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt03.638976
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt030599
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt031000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0401
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt031000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JESS S MORGAN COMPANY INC
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05900 WILSHIRE BLVD SUITE 2300
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LOS ANGELES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd090036
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum03236342400
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0CHRISTOPHER D MONTAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt320000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0VALLEY OF THE MOON MUSIC FESTIVAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SONOMA VALLEY HOSPITAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2LA LUZ CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3SONOMA COUNTY VOLUNTEERS FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 538
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1347 ANDRIEUX STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt217560 GREGOR STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt315401 SONOMA HIGHWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SONOMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SONOMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SONOMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SONOMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd095476
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd195476
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd295476
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd395476
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt031000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0372
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0372
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt010048
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt016219
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt013320
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0337
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt070552
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt030628
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt010048
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt016219
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt013320
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0337
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt031000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt030628
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt070552
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt039924
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0178
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR YEAR FEDERAL TAXES PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE SUPPLIES & MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ACCOUNTING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2102
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0118
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2102
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0CHRISTOPHER D MONTAN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt05900 WILSHIRE BLVD 2300
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0LOS ANGELES
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd090036
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/CategoryTxt0STATE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD MANDEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03236342400
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTAN FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0954792584
ReturnHeader/Filer/PhoneNum03236342400
ReturnHeader/Filer/USAddress/AddressLine1Txt05900 WILSHIRE BOULEVARD SUITE 2300
ReturnHeader/Filer/USAddress/CityNm0LOS ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090036
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BA759F351CFCAC78E45C53576C348A72A4FA4661
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E978DD9DEB3901F228D652493E2F0413B228A58E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.88.179.84
ReturnHeader/FilingSecurityInformation/IPDt02018-03-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm013:27:13
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952483169
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JESS S MORGAN & COMPANY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05900 WILSHIRE BLVD SUITE 2300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$18.7$0.00$18.7$27.3$16.1$11.2
2023Detailed filing. Detailed filing data is available for this year.$4.04$0.00$4.04$4.11$2.11$2.01
2022Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$5.95$6.68$0.73
2021Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$24.2$27.7$3.50
2020Detailed filing. Detailed filing data is available for this year.$5.61$0.00$5.61$8.16$9.38$1.21
2019Detailed filing. Detailed filing data is available for this year.$7.12$0.00$7.12$20.8$18.8$2.02
2018Detailed filing. Detailed filing data is available for this year.$5.10$0.00$5.10$0.38$10.7$10.3
2017Detailed filing. Detailed filing data is available for this year.$15.8$0.00$15.8$42.7$32.7$9.99
2016Detailed filing. Detailed filing data is available for this year.$6.04$0.00$6.04$9.06$12.6$3.50
2015Detailed filing. Detailed filing data is available for this year.$9.92$0.00$9.92$27.1$18.6$8.48
2014Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$14.3$15.4$1.12
2013Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.00$2.27$2.27
2012Detailed filing. Detailed filing data is available for this year.$5.04$0.00$5.04$1.72
2011Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$13.9
2010Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$15.1