Civic Intelligence

Montgomery Bar Association

EIN 23-0888123 • 501(c)6 • Norristown, PA

Profile

The mission of the montgomery bar association is to promote professional excellence,facilitate access to justice and protect the integrity of hte legal system through service to our members and community. Montgomery bar association embraces its responsibility to provide access to justice for all, empower members to exhibit the highest ethical conduct, civility, and technical competence, and work cooperatively with the judiciary in addressing emerging legal issues in montgomery county.

PO Box 268Norristown, PA 19404-0268

www.montgomerybar.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

58th percentile

0.20x

Higher debt load relative to assets than 58% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

68th percentile

0.32x

Higher debt load relative to revenue than 68% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Net Margin

13th percentile

-11%

Higher net margin than 13% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

14th percentile

-8.9%

Faster asset growth than 14% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

17th percentile

-6.0%

Faster revenue growth than 17% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$2,804,639

Down $275,495 (-8.9%) from 2023

Liabilities

Up

$569,343

Up $56,398 (+11%) from 2023

Net Assets

Down

$2,235,296

Down $331,893 (-13%) from 2023

Operations
Liabilities / Revenue68th percentileNet Margin13th percentile

Revenue

Down

$1,803,078

Down $114,833 (-6.0%) from 2023

Expenses

Down

$1,999,404

Down $151,271 (-7.0%) from 2023

Net Income

Up

-$196,326

Up $36,438 (+16%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth14th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2011: $3,653,294Liabilities 2011: $390,709Net Assets 2011: $3,262,5852011Assets 2012: $3,649,609Liabilities 2012: $358,855Net Assets 2012: $3,290,7542012Assets 2013: $4,042,791Liabilities 2013: $383,432Net Assets 2013: $3,659,3592013Assets 2014: $4,268,313Liabilities 2014: $416,334Net Assets 2014: $3,851,9792014Assets 2015: $3,721,208Liabilities 2015: $428,914Net Assets 2015: $3,292,2942015Assets 2016: $3,783,155Liabilities 2016: $457,946Net Assets 2016: $3,325,2092016Assets 2017: $3,891,207Liabilities 2017: $397,996Net Assets 2017: $3,493,2112017Assets 2018: $3,591,181Liabilities 2018: $452,843Net Assets 2018: $3,138,3382018Assets 2019: $3,833,066Liabilities 2019: $408,814Net Assets 2019: $3,424,2522019Assets 2020: $3,743,511Liabilities 2020: $478,359Net Assets 2020: $3,265,1522020Assets 2021: $3,805,202Liabilities 2021: $565,388Net Assets 2021: $3,239,8142021Assets 2022: $3,236,244Liabilities 2022: $543,411Net Assets 2022: $2,692,8332022Assets 2023: $3,080,134Liabilities 2023: $512,945Net Assets 2023: $2,567,1892023Assets 2024: $2,804,639Liabilities 2024: $569,343Net Assets 2024: $2,235,2962024

Highlighted filing

2024

Assets$2,804,639
Liabilities$569,343
Net Assets$2,235,296
Open 2024 Filing

Operations Trend

Revenue Growth17th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $2,188,154Expenses 2011: $2,293,858Net Income 2011: -$105,7042011Revenue 2012: $2,316,831Expenses 2012: $2,265,066Net Income 2012: $51,7652012Revenue 2013: $2,599,603Expenses 2013: $2,349,681Net Income 2013: $249,9222013Revenue 2014: $2,613,602Expenses 2014: $2,434,714Net Income 2014: $178,8882014Revenue 2015: $2,638,308Expenses 2015: $2,942,966Net Income 2015: -$304,6582015Revenue 2016: $2,404,254Expenses 2016: $2,463,209Net Income 2016: -$58,9552016Revenue 2017: $2,368,361Expenses 2017: $2,422,731Net Income 2017: -$54,3702017Revenue 2018: $2,199,708Expenses 2018: $2,389,498Net Income 2018: -$189,7902018Revenue 2019: $2,231,297Expenses 2019: $2,252,167Net Income 2019: -$20,8702019Revenue 2020: $1,512,043Expenses 2020: $1,742,079Net Income 2020: -$230,0362020Revenue 2021: $1,849,760Expenses 2021: $1,967,949Net Income 2021: -$118,1892021Revenue 2022: $1,899,975Expenses 2022: $2,034,603Net Income 2022: -$134,6282022Revenue 2023: $1,917,911Expenses 2023: $2,150,675Net Income 2023: -$232,7642023Revenue 2024: $1,803,078Expenses 2024: $1,999,404Net Income 2024: -$196,3262024

Highlighted filing

2024

Revenue$1,803,078
Expenses$1,999,404
Net Income-$196,326
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,804,639
Liabilities
$569,343
Net assets
$2,235,296
Revenue
$1,803,078
Expenses
$1,999,404
Net income
-$196,326
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.80$0.57$2.24$1.80$2.00$0.20
2023Detailed filing. Detailed filing data is available for this year.$3.08$0.51$2.57$1.92$2.15$0.23
2022Detailed filing. Detailed filing data is available for this year.$3.24$0.54$2.69$1.90$2.03$0.13
2021Detailed filing. Detailed filing data is available for this year.$3.81$0.57$3.24$1.85$1.97$0.12
2020Detailed filing. Detailed filing data is available for this year.$3.74$0.48$3.27$1.51$1.74$0.23
2019Detailed filing. Detailed filing data is available for this year.$3.83$0.41$3.42$2.23$2.25$0.02
2018Detailed filing. Detailed filing data is available for this year.$3.59$0.45$3.14$2.20$2.39$0.19
2017Detailed filing. Detailed filing data is available for this year.$3.89$0.40$3.49$2.37$2.42$0.05
2016Detailed filing. Detailed filing data is available for this year.$3.78$0.46$3.33$2.40$2.46$0.06
2015Detailed filing. Detailed filing data is available for this year.$3.72$0.43$3.29$2.64$2.94$0.30
2014Summary only. Only limited summary data is available for this year.$4.27$0.42$3.85$2.61$2.43$0.18
2013Summary only. Only limited summary data is available for this year.$4.04$0.38$3.66$2.60$2.35$0.25
2012Summary only. Only limited summary data is available for this year.$3.65$0.36$3.29$2.32$2.27$0.05
2011Summary only. Only limited summary data is available for this year.$3.65$0.39$3.26$2.19$2.29$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$2,417,665
Mission and Program Overview

Mission

The mission of montgomery bar association is to promote professional excellence, facilitate access to justice, and protect the integrity of the legal system through service to our members and community. Montgomery bar association embraces its responsibility to provide access to justice for all, empower members to exhibit the highest ethical conduct, civility, and technical competence, and work cooperatively with the judiciary in addressing emerging legal issues in montgomery county.

To promote the prompt and efficient administration of justice, equal access to legal services

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$982,129$900,239▼ $81,890
Land, Buildings, and Equipment, Net$852,153$756,207▼ $95,946
Investments in Publicly Traded Securities$721,316$670,168▼ $51,148
Cash and Non-Interest-Bearing Accounts$130,916$116,761▼ $14,155
Accounts Receivable$245,265$99,272▼ $145,993
Prepaid Expenses and Deferred Charges$73,958$74,431▲ $473
Savings and Temporary Cash Investments$16,902$70,601▲ $53,699
Inventories for Sale or Use$2,939$2,448▼ $491
Total Assets$3,080,134$2,804,639▼ $275,495
Other Assets Total$54,556$114,512▲ $59,956
Liabilities
Accounts Payable and Accrued Expenses$252,780$260,203▲ $7,423
Deferred Revenue$221,932$226,130▲ $4,198
Other Liabilities$38,233$83,010▲ $44,777
Total Liabilities$512,945$569,343▲ $56,398
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,567,189$2,235,296▼ $331,893
Total Net Assets Fund Balance$2,567,189$2,235,296▼ $331,893
Total Liabilities and Net Assets / Fund Balance$3,080,134$2,804,639▼ $275,495

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$525,396$2,687,494$3,212,890
Equipment$51,602$795,097$846,699
Other Land Buildings$172$345,606$345,778
Land$179,037-$179,037
Other Securities$228--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Denise VicarioExecutive DirectorFT$174,763$10,368$185,131
James MathiasDirector MarketingFT$101,500$18,000$119,500

Board Members and Trustees

NameTitle
Justin BayerImmediate Past President
Lisa a ShearmanPresident
Seth D WilsonPresident Elect
COLIN J O' BOYLEVice President
Aaron D WeemsBoard Member
Anita SethBoard Member
Cary B HallBoard Member
David DowneyBoard Member
Elizabeth EarlyBoard Member
James G SchuBoard Member
Jeffrey S FeldmanBoard Member
Jimmy C ChongBoard Member
John S HanBoard Member
Kelley Menzano FazziniBoard Member
Laueren a HughesBoard Member
Mark R Fischer JrBoard Member
Nathan MurawskyBoard Member
Randi L RubinBoard Member
Rebecca SallenBoard Member
Rebecca a HobbsBoard Member
Robert SebiaBoard Member
Sharron L RexBoard Member
Timothy M KnowlesBoard Member
Mary K KelmSecretary
Joseph P WalshTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,661,007
Investment Income
$94,579
Other Revenue
$47,492
Change in Net Assets
$-196,326

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,792,406
Revenue Not Reported on Financial Statements
$10,672
Revenue Not Reported on Form 990
$57,744
Total Revenue per Audited Statements
$1,850,150
Total Revenue per Form 990
$1,803,078
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$757,877
Other Expenses$626,295
Grants and Similar Amounts Paid$35,011
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$580,221--$580,221
Other Salaries and Wages$201,359$226,002-$427,361
Current Officers, Directors, Trustees, and Key Employees$92,565$92,565-$185,130
Depreciation Depletion$398$117,608-$118,006
Office Expenses$21,966$70,651-$92,617
Other Employee Benefits$36,013$26,445-$62,458
Occupancy-$61,954-$61,954
Payroll Taxes$22,767$27,714-$50,481
Fees for Services Other$50,000--$50,000
Conferences and Meetings-$40,370-$40,370
Grants to Domestic Orgs$35,011--$35,011
Insurance-$33,547-$33,547
Pension Plan Contributions$24,915$7,532-$32,447
Information Technology$25,144--$25,144
Fees for Services Accounting$3,296$15,441-$18,737
Fees for Service Investment Mgmnt Fees-$10,672-$10,672
Fees for Services Lobbying-$2,146-$2,146
Other Expenses$1,139$16,058-$1,139
Interest-$1,133-$1,133
Total Functional Expenses$1,181,569$817,835$0$1,999,404

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,999,404
Expenses per Audited Statements$1,988,732
Total Expenses per Audited Statements$1,988,732
Expenses Not Reported on Financial Statements$10,672
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Montgomery County Legal AidNorristown, PA-General Support$20,000
Montgomery Child Advocacy ProjectNorristown, PA-General Support$15,011
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$2,146
Total Nondeductible Lobbying and Political Cost$2,146
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Right of Use Liability$78,699
Other Current Liabilities$4,311
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The organization has a membership of approximately 2,000 lawyers located in montgomery county, pennsylvania.”

Form 990, Part VI, Section A, Line 7A

“Members of the organization elect the members of the board.”

Form 990, Part VI, Section A, Line 7B

“Members have the ability to change the organization's bylaws.”

Form 990, Part VI, Section B, Line 11B

“Organization's process to review form 990. The executive director reviews form 990 with the treasurer.”

Form 990, Part VI, Section B, Line 12C

“Enforcement of conflicts policy. The executive director is responsible for obtaining a "conflict disclosure form" from all directors, officers, and committee chairpersons.”

Form 990, Part VI, Section B, Line 15

“Compensation process for top official and officers. The personnel and salary committee approves compensation, the committee reviews national and pa bar executive salaries studies and nonprofit national surveys for comparison when available.”

Form 990, Part VI, Section C, Line 19

“Governing documents disclosure explanation upon request”

Filing and Contact Details

Filer

Filer Name
Montgomery Bar Association
EIN
23-0888123
Phone
6102799660
Address
PO BOX 268, NORRISTOWN, PA 19404-0268

Signing Officer

Name
Denise Vicario
Title
Executive Director
Phone
6102799660
Signed
2025-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Denise Vicario
Formed
1930
Legal Domicile
Pa
Voting Board Members
26
Independent Board Members
25
Employees
11
Volunteers
18

Preparer

Firm
Maillie Llp
Address
500 NORTH LEWIS RD, LIMERICK, PA 19468
Preparer
Donald J Pierce CPA
Phone
6109351420
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization has not changed its oversight process or selection process during the year.”

Financial Statement Notes

PART X, LINE 2:

“The association is exempt from federal income tax under code section 50l(c)(6); however, the association pays tax on its unrelated business income. Activities subject to unrelated business income include advertising, endorsements, professional development services, and the sale of the association's proprietary software.”

Raw XML AppendixShowing 400 of 705 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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IRS990/Form990PartVIISectionAGrp/PersonNm2SETH D WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm3JUSTIN BAYER
IRS990/Form990PartVIISectionAGrp/PersonNm4COLIN J O' BOYLE
IRS990/Form990PartVIISectionAGrp/PersonNm5JOSEPH P WALSH
IRS990/Form990PartVIISectionAGrp/PersonNm6MARY K KELM
IRS990/Form990PartVIISectionAGrp/PersonNm7JIMMY C CHONG
IRS990/Form990PartVIISectionAGrp/PersonNm8DAVID DOWNEY
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IRS990/Form990PartVIISectionAGrp/PersonNm10JOHN S HAN
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IRS990/Form990PartVIISectionAGrp/PersonNm13KELLEY MENZANO FAZZINI
IRS990/Form990PartVIISectionAGrp/PersonNm14JEFFREY S FELDMAN
IRS990/Form990PartVIISectionAGrp/PersonNm15MARK R FISCHER JR
IRS990/Form990PartVIISectionAGrp/PersonNm16TIMOTHY M KNOWLES
IRS990/Form990PartVIISectionAGrp/PersonNm17SHARRON L REX
IRS990/Form990PartVIISectionAGrp/PersonNm18RANDI L RUBIN
IRS990/Form990PartVIISectionAGrp/PersonNm19JAMES G SCHU
IRS990/Form990PartVIISectionAGrp/PersonNm20ANITA SETH
IRS990/Form990PartVIISectionAGrp/PersonNm21AARON D WEEMS
IRS990/Form990PartVIISectionAGrp/PersonNm22ELIZABETH EARLY
IRS990/Form990PartVIISectionAGrp/PersonNm23REBECCA SALLEN
IRS990/Form990PartVIISectionAGrp/PersonNm24NATHAN MURAWSKY
IRS990/Form990PartVIISectionAGrp/PersonNm25ROBERT SEBIA
IRS990/Form990PartVIISectionAGrp/PersonNm26JAMES MATHIAS
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IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt3IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt19BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt21BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt23BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt24BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt25BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR MARKETING
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IRS990/MissionDesc0THE MISSION OF THE MONTGOMERY BAR ASSOCIATION IS TO PROMOTE PROFESSIONAL EXCELLENCE,FACILITATE ACCESS TO JUSTICE AND PROTECT THE INTEGRITY OF HTE LEGAL SYSTEM THROUGH SERVICE TO OUR MEMBERS AND COMMUNITY. MONTGOMERY BAR ASSOCIATION EMBRACES ITS RESPONSIBILITY TO PROVIDE ACCESS TO JUSTICE FOR ALL, EMPOWER MEMBERS TO EXHIBIT THE HIGHEST ETHICAL CONDUCT, CIVILITY, AND TECHNICAL COMPETENCE, AND WORK COOPERATIVELY WITH THE JUDICIARY IN ADDRESSING EMERGING LEGAL ISSUES IN MONTGOMERY COUNTY.
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IRS990/OtherExpensesGrp/Desc0PRINTING AND PUBLICATIO
IRS990/OtherExpensesGrp/Desc1GENERAL EXPENSES
IRS990/OtherExpensesGrp/Desc2PUBLIC RELATIONS
IRS990/OtherExpensesGrp/Desc3PRESIDENT EXPENSES
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