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Alabama · Nonprofit

THE MONTGOMERY ACADEMY

THE MONTGOMERY ACADEMY (Alabama) receives grants from 23 organizations whose IRS filings report $1,026,846 to it, the largest being RAYMOND JAMES CHARITABLE ENDOWMENT FUND ($237,000). 17 of them have funded it in more than one year.

Revenue FY2025
$15M
Funders on record
23
Grants received
$1.0M
Net assets
$8.7M
17/23 repeat funderspeak grant-dependency 2%
01What it does

What The Montgomery Academy does

Mission

The Montgomery Academy develops leaders committed to honor, scholarship, service and the pursuit of excellence.

As stated on its FY2025 Form 990.

Program

  1. College preparatory school, kindergarten through grade 12

    $12,163,350 spentof which $946,979 as grants$11,930,795 earned by the program
    100% of program spending

The program described on its FY2024 Form 990. Program spending in total: $12,163,350.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($12M) Expenses 100 ($12M) Net assets 100 ($10M)2018 Revenue 102 ($12M) Expenses 101 ($12M) Net assets 96 ($9.7M)2019 Revenue 94 ($11M) Expenses 94 ($11M) Net assets 89 ($9.0M)2020 Revenue 95 ($11M) Expenses 93 ($11M) Net assets 86 ($8.7M)2021 Revenue 116 ($13M) Expenses 95 ($12M) Net assets 105 ($11M)2022 Revenue 105 ($12M) Expenses 98 ($12M) Net assets 107 ($11M)2023 Revenue 106 ($12M) Expenses 110 ($13M) Net assets 96 ($9.7M)2024 Revenue 109 ($13M) Expenses 113 ($14M) Net assets 85 ($8.5M)2025 Revenue 127 ($15M) Expenses 119 ($15M) Net assets 86 ($8.7M)
'17'18'19'20'21'22'23'24'25
Revenue (127)Expenses (119)Net assets (86)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2022 to 2023, from $23M to $21M (−6%).

$24M
$23M
$22M
$22M
$23M
$23M
$21M
$20M
$20M
'17'18'19'20'21'22'23'24'25
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2021 11%. Grants only. Government contracts and fees sit inside program revenue.

19% of THE MONTGOMERY ACADEMY’s revenue is contributions — more earned-revenue than three-quarters of its peers (96% for the typical peer).

This organization
Typical peer · 274 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 6 of the last 9 reported years ran a deficit.

−$607k
’17
−$435k
’18
−$657k
’19
−$277k
’20
$1.9M
’21
$145k
’22
−$1.1M
’23
−$1.2M
’24
$160k
’25
0.2
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

'17'18'19'20'21'22'23'24'25
Listed252526252625252524
Joined·+2+5+6+5+4+4+4+3
No longer listed·24745444
03Who funds it

Who funds it, year by year

2017 → 2023: the base broadened from 5 funders to 12 funders, grant income rose $62k → $97k.

4 of 23 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 37% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

Left out of every figure on this page: $2.9M from one payer (the payer shares this organization's board, largest The Montgomery Academy Foundation). These are real filings, and they are not money THE MONTGOMERY ACADEMY raised.

From the IRS filings of THE MONTGOMERY ACADEMY’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

THE MONTGOMERY ACADEMY has a broad base — no single funder exceeds 23% of grant income, and it takes 3 funders to reach half.

the vertical line marks half of all grant income — 3 funders to its left

46% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund THE MONTGOMERY ACADEMY.

23%
largest funder
51%
top three
~8
effective funders

Largest funder’s share by year: 2017 78% · 2018 56% · 2019 51% · 2020 53% · 2021 54% · 2022 33% · 2023 37% — diversifying over time.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How long its funders stay

68% of THE MONTGOMERY ACADEMY's funders are still giving 3 years after their first grant; 74% give in more than one year at all.

first grant+1y+2y+3y+4y+5y+6y

Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.

Where its funders are

98% of THE MONTGOMERY ACADEMY's grant income comes from Alabama funders.

IL
CO
NC
AL

In-state vs out-of-state, by year

’17
’18
’19
’20
’21
’22
’23
Alabama out of state home

Funder states come from each funder’s own filing. $382k arriving through sponsors registered in 4 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

THE MONTGOMERY ACADEMY's funding base is broadening — from 5 funders to 12 as grant income climbed.

Operating margin1% · below the median
Months of reserve0.2mo · bottom quartile
Revenue growth (annualized)3% · bottom quartile

this organization peer median middle 50% of peers· 191 food & nutrition nonprofits $10M–$100M, FY2025

Organizations like THE MONTGOMERY ACADEMY

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In Alabama

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

84% of spending goes to programs.

Program 84%Management 14%Fundraising 3%

Governance

22
board members
100%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention–Board reviewed the 990✓Audited financials

Footprint & structure

Part of a family of 2 related entities

  • Ses Land Holdings LLC · disregarded
  • The Montgomery Academy Foundation · exempt

Screen this organization

A dated, signed PDF of the compliance screen for THE MONTGOMERY ACADEMY: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds THE MONTGOMERY ACADEMY?
THE MONTGOMERY ACADEMY (Alabama) receives grants from 23 organizations whose IRS filings report $1,026,846 to it, the largest being RAYMOND JAMES CHARITABLE ENDOWMENT FUND ($237,000). 17 of them have funded it in more than one year.
How many funders does THE MONTGOMERY ACADEMY have?
IRS filings report 23 organizations giving $1,026,846 in grants to THE MONTGOMERY ACADEMY, 17 of which have funded it in more than one year.
Who is the largest funder of THE MONTGOMERY ACADEMY?
RAYMOND JAMES CHARITABLE ENDOWMENT FUND is the largest funder on record, with $237,000 in grants. The full list of funders is on this page.
How can an organization like THE MONTGOMERY ACADEMY find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Alabama. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

Play a game about who funds Montgomery Academy →

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 23 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing