Nonprofit · EIN 85-3240296
GREGORY HUGH MONTGOMERY JR FOUNDATION FOR ULTIMATE GROWTH INC
Tax-exempt · NAPLES, FL 34119
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $184,188 | $159,741 | $24,447 | $191,315 | $0 | $191,315 |
| December 31, 2024 | 990 | $142,018 | $148,592 | -$6,574 | $166,868 | $0 | $166,868 |
| December 31, 2023 | 990 | $151,029 | $135,880 | $15,149 | $173,442 | $0 | $173,442 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $172,855
- Program service revenue
- $0
- Investment income
- $0
- Net income from fundraising events
- $11,333
- Other revenue
- $11,333
Expenses
- Grants and similar amounts paid
- $119,542
- Compensation of officers, directors and key employees
- $17,550
- Salaries, compensation and benefits (total)
- $17,550
- Professional fundraising fees
- $0
- Travel
- $13,892
- Program services (functional)
- $153,779
- Management and general (functional)
- $5,962
Balance sheet and other
- Total assets, start of year
- $166,868
- Total assets, end of year
- $191,315
- Total liabilities, end of year
- $0
- Net assets, end of year
- $191,315
- Gross receipts
- $260,028
- Employees
- 0
- Volunteers
- 10
- Year formed
- 2020
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Margot Moran | President Officer | 20 | $17,550 |
| Charles S Montgomery | Director Trustee or director | 0 | $0 |
| Gregory H Montgomery Sr | Treasurer Officer | 0 | $0 |
| Anne C Connell | Secretary Officer | 0 | $0 |
| Thomas J Moran V | Director of Marketing Officer | 5 | $0 |
990 for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Margot Moran | President Officer | 20 | $21,500 |
| Charles S Montgomery | Director Trustee or director | 0 | $0 |
| Gregory H Montgomery Sr | Treasurer Officer | 0 | $0 |
| Anne C Connell | Secretary Officer | 0 | $0 |
| Thomas J Moran V | Director of Marketing Officer | 5 | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Margot Moran | President Officer | 20 | $17,250 |
| Thomas J Moran V | Director of Marketing Officer | 5 | $2,612 |
| Charles S Montgomery | Director Trustee or director | 0 | $0 |
| Gregory H Montgomery Sr | Treasurer Officer | 0 | $0 |
| Anne C Connell | Secretary Officer | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 5899 FOUNTAIN DR, NAPLES, FL 34119-4635
- In care of
- % MARGOT MORAN
- Signed the 990
- MARGOT MORAN, President
- Phone
- (973) 507-9783
- Return prepared by
- Ellen E Peifer CPA
Mission
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.
Program accomplishments
- Support efforts to raise awareness about mental illness and foster a compmunity for the family and friends on their never ending quest for Ultimate Growth.Expenses $153,779 · grants $119,542
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 85-3240296
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2021
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mental health and crisis intervention (F12)
- Assets (IRS master file)
- $191,315
- Income (IRS master file)
- $260,028
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $184,188 | $159,741 | $191,315 | XML |
| 990 | December 2024 | $142,018 | $148,592 | $166,868 | XML |
| 990 | December 2023 | $151,029 | $135,880 | $173,442 | XML |
| 990 | December 2022 | $152,203 | $135,425 | $158,293 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 85-3240296).
Questions about GREGORY HUGH MONTGOMERY JR FOUNDATION FOR ULTIMATE GROWTH INC
- What is the EIN of GREGORY HUGH MONTGOMERY JR FOUNDATION FOR ULTIMATE GROWTH INC?
- The employer identification number (EIN) of GREGORY HUGH MONTGOMERY JR FOUNDATION FOR ULTIMATE GROWTH INC is 85-3240296.
- Is GREGORY HUGH MONTGOMERY JR FOUNDATION FOR ULTIMATE GROWTH INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to GREGORY HUGH MONTGOMERY JR FOUNDATION FOR ULTIMATE GROWTH INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does GREGORY HUGH MONTGOMERY JR FOUNDATION FOR ULTIMATE GROWTH INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of GREGORY HUGH MONTGOMERY JR FOUNDATION FOR ULTIMATE GROWTH INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GREGORY HUGH MONTGOMERY JR FOUNDATION FOR ULTIMATE GROWTH INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who are the officers and directors of GREGORY HUGH MONTGOMERY JR FOUNDATION FOR ULTIMATE GROWTH INC?
- The 990 for the year ended December 31, 2025 lists 5 people; 1 received compensation from the organization, the highest $17,550 (Margot Moran, President).
- How much revenue does GREGORY HUGH MONTGOMERY JR FOUNDATION FOR ULTIMATE GROWTH INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $184,188, expenses of $159,741 and total assets of $191,315 at year end.
Other nonprofits in NAPLES
- DAVID LAWRENCE MENTAL HEALTH CENTER INC EIN 59-2206025 · last filed 990 for 2025
- PROJECT HELP INC EIN 59-2655969 · last filed 990 for 2024
- SUBSTANCE ABUSE COALITION OF COLLIER COUNTY INC EIN 20-3455197 · last filed 990 for 2025
- SERENITY CLUB OF SOUTHWEST FLORIDAINC EIN 20-5324873 · last filed 990-EZ for 2025
- IFRED INC EIN 20-1427003 · last filed 990-EZ for 2023
- ADOLESCENT WELLNESS EIN 20-3591894 · last filed 990-EZ for 2025
- ABOVE THE SMILE EIN 99-4370612 · last filed 990-N for 2025
- COLLIER RECOVERY ORGANIZATION INC EIN 33-3521059 · last filed 990-N for 2024
All nonprofits in NAPLES · Florida · Mental health and crisis intervention