Civic Intelligence

Montgomery Bar Foundation

990 • Fiscal year 2017 • EIN 23-2436024

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 28, 2018

PO Box 268Norristown, PA 19404-0268

(610) 279-9660

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

76th percentile

18%

Higher net margin than 76% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

74th percentile

14%

Faster asset growth than 74% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

66th percentile

13%

Faster revenue growth than 66% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$1,142,023

Up $138,065 (+14%) from 2016

Net Assets

Up

$1,142,023

Up $138,065 (+14%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$109,819

Up $12,965 (+13%) from 2016

Expenses

Up

$90,094

Up $18,583 (+26%) from 2016

Net Income

Down

$19,725

Down $5,618 (-22%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2017

Assets$1,142,023
Liabilities$0
Net Assets$1,142,023

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$109,819
Expenses$90,094
Net Income$19,725
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 28, 2018
Return Version
2017v2.3
Gross Receipts
$167,505
Mission and Program Overview

Mission

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

To solicit charitable donations and make grants and contributions based on criteria evidencing an appreciation of our legal institution, and to offer continuing legal education to attorneys practicing law within montgomery county, pennsylvania.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$965,170$1,101,204▲ $136,034
Savings and Temporary Cash Investments$35,105$38,279▲ $3,174
Total Assets$1,003,958$1,142,023▲ $138,065
Other Assets Total$3,683$2,540▼ $1,143
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,003,958$1,142,023▲ $138,065
Total Net Assets Fund Balance$1,003,958$1,142,023▲ $138,065
Total Liabilities and Net Assets / Fund Balance$1,003,958$1,142,023▲ $138,065
Compensation and Service Providers

Board Members and Trustees

NameTitle
Michael F RogersTrustee and President
Steven H LupinTrustee and Vice President
Annette M Long-tulioTrustee
Carl N WeinerTrustee
Carolyn MirabileTrustee
Elizabeth FritschTrustee
Geoffrey D BrandonTrustee
Joel D RosenTrustee
Mary C PughTrustee
Mathew QuiggTrustee
Nancy R PaulTrustee
Robert a BacineTrustee
Seth D WilsonTrustee
Virginia FrantzTrustee
William PughTrustee
Barbara SmithTrustee and Secretary
Gary M LoewensternTrustee and Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$80,602
Program Service Revenue
$0
Investment Income
$27,248
Other Revenue
$1,969
All Other Contributions
$51,335
Change in Net Assets
$19,725
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$81,000
Other Expenses$9,094
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$81,000--$81,000
Fees for Service Investment Mgmnt Fees-$6,584-$6,584
Fees for Services Accounting-$1,250-$1,250
Office Expenses-$443-$443
Other Expenses-$250-$250
Total Functional Expenses$81,000$9,094$0$90,094
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Legal Aid of Southeastern PaNorristown, PA-General Support$30,000
Montgomery Child Advocacy ProjectNorristown, PA-General Support$20,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$28,730
Fundraising Direct Expenses$26,761
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$37,940$14,789$2,076$12,713
30th Anniversary$20,057$13,941$4,953$8,988
Total Events$57,997$28,730$26,761$1,969
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
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

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
Nancy R Paul
Title
Executive Director
Phone
6102799660
Signed
2018-08-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nancy R Paul
Formed
1986
Legal Domicile
Pa
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
0

Preparer

Firm
Dreslin and Company Inc
Address
190 W GERMANTOWN PIKE STE 150, E NORRITON, PA 19401-1386
Preparer
Ronald L Minninger CPA
Phone
6102723571
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The oversight and selection process has not changed during the year.

Raw XML AppendixShowing 400 of 473 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/PYContributionsGrantsAmt078697
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt060500
IRS990/PYInvestmentIncomeAmt018779
IRS990/PYOtherExpensesAmt011011
IRS990/PYOtherRevenueAmt0-622
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt025343
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt071511
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt096854
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt019725
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt035105
IRS990/SavingsAndTempCashInvstGrp/EOYAmt038279
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt080602
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt078697
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt065993
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt057180
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt025194
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0307666
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt027248
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt018939
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt011166
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt09859
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt09008
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt076220
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt028730
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt030170
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt035184
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt029920
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt031290
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0155294
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt027248
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt018939
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt011166
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt09859
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt09008
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt076220
IRS990ScheduleA/InvestmentIncomeCYPct00.14140
IRS990ScheduleA/InvestmentIncomePYPct00.12670
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.85860
IRS990ScheduleA/PublicSupportPY509Pct00.87330
IRS990ScheduleA/PublicSupportTotal509Amt0462960
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0109332
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0108867
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0101177
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt087100
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt056484
IRS990ScheduleA/Total509Grp/TotalAmt0462960
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0136580
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0127806
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0112343
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt096959
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt065492
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0539180
IRS990/ScheduleBRequiredInd00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt0450
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt0450
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt029267
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt023151
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt06116
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt026761
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt0450
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0450
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm030TH ANNIVERSARY
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt0780
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0780
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt037940
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt020057
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt057997
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt014789
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013941
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt028730
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt01969
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07029
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02076
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04953
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt014339
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt03713
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt018052
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt030000
IRS990ScheduleI/RecipientTable/CashGrantAmt120000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0LEGAL AID OF SOUTHEASTERN PA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1MONTGOMERY CHILD ADVOCACY PROJECT
IRS990ScheduleI/RecipientTable/RecipientEIN0231901014
IRS990ScheduleI/RecipientTable/RecipientEIN1201460574
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0625 SWEDE ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1409 CHERRY ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NORRISTOWN
IRS990ScheduleI/RecipientTable/USAddress/CityNm1NORRISTOWN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0PA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1PA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd019401
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd119401
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE EXECUTIVE DIRECTOR REVIEWS FORM 990 WITH THE TREASURER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE OVERSIGHT AND SELECTION PROCESS HAS NOT CHANGED DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01003958
IRS990/TotalAssetsEOYAmt01142023
IRS990/TotalAssetsGrp/BOYAmt01003958
IRS990/TotalAssetsGrp/EOYAmt01142023
IRS990/TotalCompGreaterThan150KInd00

Document Assets

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Filings

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
2017Detailed filing. Detailed filing data is available for this year.$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