Nonprofit screen
Screen a listThe Montgomery Academy
Can you give?
Listed with the IRS. Every screen came back clear.
A 501(c)(3) on Publication 78 and the IRS master file.
- IRS nonprofit listing
- No issue
- Revocation
- None
- IRS files
- Agree
- Sanctions
- No match
- IRS bulletin
- No notice
- California
- No record
- Charity type
- 509(a)(1)
$15Mrevenue
FY2025 · +21% in 3 yrs315staff
8 of 8years filed
’18’19’20’21’22’23’24’25
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2025
Operating margin1.1%
Months of reserve0.2mo
Revenue growth (annualized)+3.0%
Middle half of peersMedianMontgomery Academy
Where the money goes FY2025 · $15M spent
Programs$12M84%Management and general$2.0M14%Fundraising$396k3%990 FY2025 · Part IX line 25
Worth checking1
Deficits in 2 of the last 3 years
−$1.1M in FY2023 and −$1.2M in FY2024. Cash covers 0.2 months, under the peer median of 1.2.
990 Part I and balance sheetIn its favor2
Strong governance
22 of 22 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements.
990 Part VIFunders stay
12 of the 16 funders that gave before FY2021 are still giving.
Funders’ 990-PF grant lists23funders
$82ka year, last 3 years
34%from its largest funder
Funder’17’18’19’20’21’22’23John and Joyce Caddell FoundationOn and off$133kJado FundStopped after FY2019$48k$50k$13k–The J K Lowder Family FoundationEvery year since FY2017$10k$10k$10k$25k$15k$20k$20kThe Blackmon Family FoundationEvery year since FY2017$3k$3k$3k$3k$3k$3k$3kScholarships for Kids IncOn and off$5k$15kWe3 FundSince FY2020$9k$3k$4k$4kDonor-advised giftsDonors not disclosed$40k$36k$108k$58k$18k$46k12 other fundersUp to $5k a year each$650$500$9k$10k$10k$15k$9k
FundedThrough a donor-advised fundStopped