Civic Intelligence

Montgomery Bar Foundation

EIN 23-2436024 • 501(c)3 • Norristown, PA

Profile

To improve and facilitate the administration of justice in the literary, scientific, and charitable fields.

PO Box 268Norristown, PA 19404-0268

www.montgomerybarfoundation.org

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

42nd percentile

0.9%

Higher net margin than 42% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

88th percentile

$185,131

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 99.2% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

51st percentile

3.8%

Faster asset growth than 51% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

78th percentile

38%

Faster revenue growth than 78% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,468,715

Up $54,320 (+3.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,468,715

Up $54,320 (+3.8%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin42nd percentile

Revenue

Up

$186,570

Up $50,971 (+38%) from 2023

Expenses

Up

$184,856

Up $39,312 (+27%) from 2023

Net Income

Up

$1,714

Up $11,659 (+117%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $492,384Liabilities 2011: $0Net Assets 2011: $492,3842011Assets 2012: $511,639Liabilities 2012: $0Net Assets 2012: $511,6392012Assets 2013: $548,471Liabilities 2013: $0Net Assets 2013: $548,4712013Assets 2014: $509,550Liabilities 2014: $0Net Assets 2014: $509,5502014Assets 2015: $929,947Liabilities 2015: $0Net Assets 2015: $929,9472015Assets 2016: $1,003,958Liabilities 2016: $0Net Assets 2016: $1,003,9582016Assets 2017: $1,142,023Liabilities 2017: $0Net Assets 2017: $1,142,0232017Assets 2018: $1,067,653Liabilities 2018: $0Net Assets 2018: $1,067,6532018Assets 2019: $1,268,538Liabilities 2019: $0Net Assets 2019: $1,268,5382019Assets 2020: $1,390,425Liabilities 2020: $0Net Assets 2020: $1,390,4252020Assets 2021: $1,535,513Liabilities 2021: $0Net Assets 2021: $1,535,5132021Assets 2022: $1,301,319Liabilities 2022: $0Net Assets 2022: $1,301,3192022Assets 2023: $1,414,395Liabilities 2023: $0Net Assets 2023: $1,414,3952023Assets 2024: $1,468,715Liabilities 2024: $0Net Assets 2024: $1,468,7152024

Highlighted filing

2024

Assets$1,468,715
Liabilities$0
Net Assets$1,468,715
Open 2024 Filing

Operations Trend

Revenue Growth78th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $67,565Expenses 2011: $33,894Net Income 2011: $33,6712011Revenue 2012: $53,843Expenses 2012: $36,274Net Income 2012: $17,5692012Revenue 2013: $50,622Expenses 2013: $56,329Net Income 2013: -$5,7072013Revenue 2014: $98,300Expenses 2014: $130,373Net Income 2014: -$32,0732014Revenue 2015: $556,537Expenses 2015: $85,916Net Income 2015: $470,6212015Revenue 2016: $96,854Expenses 2016: $71,511Net Income 2016: $25,3432016Revenue 2017: $109,819Expenses 2017: $90,094Net Income 2017: $19,7252017Revenue 2018: $162,462Expenses 2018: $88,665Net Income 2018: $73,7972018Revenue 2019: $103,279Expenses 2019: $104,191Net Income 2019: -$9122019Revenue 2020: $104,005Expenses 2020: $81,361Net Income 2020: $22,6442020Revenue 2021: $160,697Expenses 2021: $87,303Net Income 2021: $73,3942021Revenue 2022: $152,873Expenses 2022: $131,713Net Income 2022: $21,1602022Revenue 2023: $135,599Expenses 2023: $145,544Net Income 2023: -$9,9452023Revenue 2024: $186,570Expenses 2024: $184,856Net Income 2024: $1,7142024

Highlighted filing

2024

Revenue$186,570
Expenses$184,856
Net Income$1,714
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$1,468,715
Liabilities
$0
Net assets
$1,468,715
Revenue
$186,570
Expenses
$184,856
Net income
$1,714
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.00$1.47$0.19$0.18$0.00
2023Summary only. Only limited summary data is available for this year.$1.41$0.00$1.41$0.14$0.15$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.00$1.30$0.15$0.13$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.00$1.54$0.16$0.09$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$0.00$1.39$0.10$0.08$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.00$1.27$0.10$0.10$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.00$1.07$0.16$0.09$0.07
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.14$0.00$1.14$0.11$0.09$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.00$1.00$0.10$0.07$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.56$0.09$0.47
2014Summary only. Only limited summary data is available for this year.$0.51$0.00$0.51$0.10$0.13$0.03
2013Summary only. Only limited summary data is available for this year.$0.55$0.00$0.55$0.05$0.06$0.01
2012Summary only. Only limited summary data is available for this year.$0.51$0.00$0.51$0.05$0.04$0.02
2011Summary only. Only limited summary data is available for this year.$0.49$0.00$0.49$0.07$0.03$0.03
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 27, 2023
Return Version
2022v5.0
Gross Receipts
$1,282,232
Mission and Program Overview

Mission

Our mission is to improve, facilitate and support justice and fair treatment for all.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,456,921$597,200▼ $859,721
Investments Other Securities$0$592,061▲ $592,061
Cash and Non-Interest-Bearing Accounts$72,322$40,023▼ $32,299
Savings and Temporary Cash Investments$0$14,047▲ $14,047
Total Assets$1,535,513$1,301,319▼ $234,194
Other Assets Total$6,270$57,988▲ $51,718
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,535,513$1,301,319▼ $234,194
Total Net Assets Fund Balance$1,535,513$1,301,319▼ $234,194
Total Liabilities and Net Assets / Fund Balance$1,535,513$1,301,319▼ $234,194

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$592,061--
Compensation and Service Providers
Top Officer Pay88th percentile

Board Members and Trustees

NameTitle
Kate M HarperPresident
Denise S VicarioExecutive Director
C Shawn BoehringerTrustee
Cary L FlitterTrustee
Daniel P GeraghtyTrustee
Elizabeth EarlyTrustee
Gary J FriedlanderTrustee
Gregory CowheyTrustee
Jacqueline ReynoldsTrustee
Justin BayerTrustee
Michael L RainoneTrustee
Patrick J KurtasTrustee
Paul G MullinTrustee
Richard a SimonTrustee
Virginia FrantzTrustee
COLIN J O'BOYLETrustee & Vice Precient
ETHAN O'SHEASecretary
William L LandsburgTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$147,355
Program Service Revenue
$0
Investment Income
$-9,318
Other Revenue
$14,836
All Other Contributions
$110,206
Change in Net Assets
$21,160
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$114,000
Other Expenses$17,713
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$114,000--$114,000
Fees for Service Investment Mgmnt Fees-$9,742-$9,742
Fees for Services Accounting-$4,429-$4,429
Fees for Services Other-$1,685-$1,685
Other Expenses-$1,460-$1,460
Office Expenses-$397-$397
Total Functional Expenses$114,000$17,713$0$131,713
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Legal Aid of Southeastern PaNorristown, PA-General Support$44,000
Montgomery Child Advocacy ProjectNorristown, PA-General Support$12,000
Your Way Home Montgomery CountyPhiladelphia, PA-General Support$12,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$44,996
Fundraising Direct Expenses$31,120
Gaming Gross Income$960
Gaming Direct Expenses$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Lawyerpalooza$24,600$24,600$5,068$19,532
Golf Outing$57,545$20,396$2,121$18,275
Total Events$82,145$44,996$31,120$13,876
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The executive director reviews form 990 with the treasurer.”

Form 990, Part VI, Section C, Line 19

“Governing documents disclosure explanation upon request.”

Filing and Contact Details

Filer

Filer Name
Montgomery Bar Foundation
EIN
23-2436024
Phone
6102799660
Address
PO BOX 268, NORRISTOWN, PA 19404-0268

Signing Officer

Name
Denise S Vicario
Title
Executive Director
Phone
6102799660
Signed
2023-10-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Denise S Vicario
Formed
1986
Legal Domicile
Pa
Voting Board Members
18
Independent Board Members
18
Employees
0
Volunteers
17

Preparer

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

Financial Statement Notes

PART X, LINE 2:

“The foundation is a not-for-profit organization that is exempt from income taxes under section 501(c)(3) of the internal revenue code.”

Raw XML AppendixShowing 400 of 578 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.

Path#Value
IRS990/AccountantCompileOrReviewInd01
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0OUR MISSION IS TO IMPROVE, FACILITATE AND SUPPORT JUSTICE AND FAIR TREATMENT FOR ALL.
IRS990/AllOtherContributionsAmt0110206
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DENISE S VICARIO
IRS990/BooksInCareOfDetail/PhoneNum06102799660
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 268
IRS990/BooksInCareOfDetail/USAddress/CityNm0NORRISTOWN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0194040268
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt072322
IRS990/CashNonInterestBearingGrp/EOYAmt040023
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt037149
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0147355
IRS990/CYGrantsAndSimilarPaidAmt0114000
IRS990/CYInvestmentIncomeAmt0-9318
IRS990/CYOtherExpensesAmt017713
IRS990/CYOtherRevenueAmt014836
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt021160
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0131713
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0152873
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE BAR FOUNDATION SEEKS TO ADVANCE THIS MISSION WITH GRANTS TO ORGANIZATIONS AND PROGRAMS THAT FACILITATE ACCESS TO JUSTICE BY PROVIDING FREE LEGAL AND LAW-RELATED SERVICES TO VICTIMS OF CRIME, POVERTY, ABUSE AND DISCRIMINATION.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0114000
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04429
IRS990/FeesForServicesAccountingGrp/TotalAmt04429
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt01685
IRS990/FeesForServicesOtherGrp/TotalAmt01685
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt09742
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt09742
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1545.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt160.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/PersonNm0C SHAWN BOEHRINGER
IRS990/Form990PartVIISectionAGrp/PersonNm1GREGORY COWHEY
IRS990/Form990PartVIISectionAGrp/PersonNm2ELIZABETH EARLY
IRS990/Form990PartVIISectionAGrp/PersonNm3CARY L FLITTER
IRS990/Form990PartVIISectionAGrp/PersonNm4VIRGINIA FRANTZ
IRS990/Form990PartVIISectionAGrp/PersonNm5GARY J FRIEDLANDER
IRS990/Form990PartVIISectionAGrp/PersonNm6DANIEL P GERAGHTY
IRS990/Form990PartVIISectionAGrp/PersonNm7KATE M HARPER
IRS990/Form990PartVIISectionAGrp/PersonNm8PATRICK J KURTAS
IRS990/Form990PartVIISectionAGrp/PersonNm9WILLIAM L LANDSBURG
IRS990/Form990PartVIISectionAGrp/PersonNm10PAUL G MULLIN
IRS990/Form990PartVIISectionAGrp/PersonNm11COLIN J O'BOYLE
IRS990/Form990PartVIISectionAGrp/PersonNm12ETHAN O'SHEA
IRS990/Form990PartVIISectionAGrp/PersonNm13MICHAEL L RAINONE
IRS990/Form990PartVIISectionAGrp/PersonNm14RICHARD A SIMON
IRS990/Form990PartVIISectionAGrp/PersonNm15DENISE S VICARIO
IRS990/Form990PartVIISectionAGrp/PersonNm16JACQUELINE REYNOLDS
IRS990/Form990PartVIISectionAGrp/PersonNm17JUSTIN BAYER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt15156500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE & VICE PRECIENT
IRS990/Form990PartVIISectionAGrp/TitleTxt12SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01986
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt037149
IRS990/FundraisingDirectExpensesAmt031120
IRS990/FundraisingGrossIncomeAmt044996
IRS990/GainOrLossGrp/SecuritiesAmt0-32465
IRS990/GamingActivitiesInd00
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt0960
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GrantAmt0114000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0114000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0114000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01065774
IRS990/GrossReceiptsAmt01282232
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt018
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IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt023147
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IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0592061
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt0597200
IRS990/IRPDocumentCnt01
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01098239
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IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0A PUBLIC CHARITY, MONTGOMERY BAR FOUNDATION'S MISSION IS TO IMPROVE, FACILITATE & SUPPORT JUSTICE & FAIR TREATMENT FOR ALL, & TO OFFER CONTINUING LEGAL EDUCATION TO ATTORNEY'S PRACTICING LAW WITHIN MONTGOMERY COUNTY, PENNSYLVANIA.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01535513
IRS990/NetAssetsOrFundBalancesEOYAmt01301319
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-32465
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-32465
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt013876
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt013876
IRS990/NetIncomeFromGamingGrp/ExclusionAmt0960
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt0960
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-255354
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01535513
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01301319
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0397
IRS990/OfficeExpensesGrp/TotalAmt0397
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt06270
IRS990/OtherAssetsTotalGrp/EOYAmt057988
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BANK CHARGES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01460
IRS990/OtherExpensesGrp/TotalAmt01460
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DENISE S VICARIO
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0N/A
IRS990/ProgSrvcAccomActy3Grp/Desc0N/A
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt036195
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt072715
IRS990/PYInvestmentIncomeAmt0100039
IRS990/PYOtherExpensesAmt014588
IRS990/PYOtherRevenueAmt024463
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt073394
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt087303
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0160697
IRS990/QuidProQuoContributionsInd00
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IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt014047
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt036195
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt054686
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt083549
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt089740
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt023147
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt027339
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt024561
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt029612
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt075690
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0180349
IRS990ScheduleA/InvestmentIncomeCYPct00.29500
IRS990ScheduleA/InvestmentIncomePYPct00.30000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.70500
IRS990ScheduleA/PublicSupportPY509Pct00.69990
IRS990ScheduleA/PublicSupportTotal509Amt0431086
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0110206
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt074409
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt054686
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt089153
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0102632
IRS990ScheduleA/Total509Grp/TotalAmt0431086
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0133353
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0101748
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt079247
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0118765
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0178322
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0611435
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0592061
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ETFS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalBookValueSecuritiesAmt0592061
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt037149
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt037149
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt031120
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0LAWYERPALOOZA
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt057545
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt024600
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt082145
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt020396
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt024600
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt044996
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013876
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07189
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02121

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