Civic Intelligence

Montgomery Bar Foundation

990 • Fiscal year 2020 • EIN 23-2436024

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 09, 2021

Organization ProfileWWW.MONTGOMERYBARFOUNDATION.ORG
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

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

75th percentile

22%

Higher net margin than 75% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

58th percentile

9.6%

Faster asset growth than 58% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

50th percentile

0.7%

Faster revenue growth than 50% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$1,390,425

Up $121,887 (+9.6%) from 2019

Net Assets

Up

$1,390,425

Up $121,887 (+9.6%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin75th percentile

Revenue

Up

$104,005

Up $726 (+0.7%) from 2019

Expenses

Down

$81,361

Down $22,830 (-22%) from 2019

Net Income

Up

$22,644

Up $23,556 (+2583%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

2020

Assets$1,390,425
Liabilities$0
Net Assets$1,390,425
Open 2020 Filing

Operations Trend

Revenue Growth50th percentile

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

2020

Revenue$104,005
Expenses$81,361
Net Income$22,644
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 9, 2021
Return Version
2020v4.0
Gross Receipts
$337,776
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$1,213,496$1,305,935▲ $92,439
Savings and Temporary Cash Investments$51,187$69,584▲ $18,397
Total Assets$1,268,538$1,390,425▲ $121,887
Other Assets Total$3,855$14,906▲ $11,051
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,268,538$1,390,425▲ $121,887
Total Net Assets Fund Balance$1,268,538$1,390,425▲ $121,887
Total Liabilities and Net Assets / Fund Balance$1,268,538$1,390,425▲ $121,887
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
William PughPresident
C Shawn BoehringerTrustee
COLIN J O'BOYLETrustee
Carl N WeinerTrustee
Daniel P GeraghtyTrustee
Gregory GiffordTrustee
Jacqueline ReynoldsTrustee
Joel D RosenTrustee
Michael L RainoneTrustee
Paul G MullinTrustee
Richard a SimonTrustee
Virginia FrantzTrustee
William L LandsburgTrustee
Robert a BacineTrustee & Tr
Barabara SmithTrustee & VP
Denise S VicarioExecutive Di
Kate M HarperSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$54,686
Program Service Revenue
$0
Investment Income
$49,319
Other Revenue
$0
All Other Contributions
$54,686
Change in Net Assets
$22,644
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$70,080
Other Expenses$11,281
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$70,080--$70,080
Fees for Service Investment Mgmnt Fees-$8,704-$8,704
Fees for Services Accounting-$1,250-$1,250
Fees for Services Other-$903-$903
Other Expenses-$225-$225
Office Expenses-$199-$199
Total Functional Expenses$70,080$11,281$0$81,361
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Legal Aid of Southeastern PaNorristown, PA-General Support$27,580
Montgomery Child Advocacy ProjectNorristown, PA-General Support$15,000
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
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 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, Page 6, Part VI, Line 11B

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

Form 990, Page 6, Part VI, 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
Denise S Vicario
Title
Executive Director
Phone
6102799660
Signed
2021-11-09

Organization Details

Principal Officer
Denise S Vicario
Formed
1986
Legal Domicile
Pa
Voting Board Members
16
Independent Board Members
16
Employees
0

Preparer

Firm
Barsz Gowie Amon & Fultz LLC
Address
1400 N PROVIDENCE RD BUILDING 2 STE, MEDIA, PA 19063
Preparer
Richard S Brennan CPA
Phone
6105651120
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“As a 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.”

Form 990, Page 12, Part XII, Line 2C

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

Raw XML AppendixShowing 400 of 419 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/PYGrantsAndSimilarPaidAmt089000
IRS990/PYInvestmentIncomeAmt029612
IRS990/PYOtherExpensesAmt015191
IRS990/PYOtherRevenueAmt0-9882
IRS990/PYRevenuesLessExpensesAmt0-912
IRS990/PYTotalExpensesAmt0104191
IRS990/PYTotalRevenueAmt0103279
IRS990/ReconcilationRevenueExpnssAmt022644
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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt051187
IRS990/SavingsAndTempCashInvstGrp/EOYAmt069584
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt089740
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt078697
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0387274
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt024561
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt029612
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt075690
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt027248
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt018939
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0176050
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt05604
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt012892
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt028730
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt030170
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt077396
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt024561
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt029612
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt075690
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt027248
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt018939
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0176050
IRS990ScheduleA/InvestmentIncomeCYPct00.27000
IRS990ScheduleA/InvestmentIncomePYPct00.24000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.72520
IRS990ScheduleA/PublicSupportPY509Pct00.75860
IRS990ScheduleA/PublicSupportTotal509Amt0464670
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt054686
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt089153
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0102632
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0109332
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0108867
IRS990ScheduleA/Total509Grp/TotalAmt0464670
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt079247
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0118765
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0178322
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0136580
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0127806
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0640720
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt015000
IRS990ScheduleI/RecipientTable/CashGrantAmt127580
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MONTGOMERY CHILD ADVOCACY PROJECT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1LEGAL AID OF SOUTHEASTERN PA
IRS990ScheduleI/RecipientTable/RecipientEIN0201460574
IRS990ScheduleI/RecipientTable/RecipientEIN1231901014
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0409 CHERRY STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1625 SWEDE STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NORRISTOWN
IRS990ScheduleI/RecipientTable/USAddress/CityNm1NORRISTOWN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0PA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1PA
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd119401
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AS A 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE EXECUTIVE DIRECTOR REVIEWS FORM 990 WITH THE TREASURER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE OVERSIGHT AND SELECTION PROCESS HAS NOT CHANGED DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 12, PART XII, LINE 2C
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IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/EOYAmt01390425
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IRS990/TotalContributionsAmt054686
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011281
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt070080
IRS990/TotalFunctionalExpensesGrp/TotalAmt081361
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01268538
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01390425
IRS990/TotalProgramServiceExpensesAmt070080
IRS990/TotalRevenueGrp/ExclusionAmt049319
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0104005
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01268538
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01390425
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0100 W AIRY STREET
IRS990/USAddress/CityNm0NORRISTOWN
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd019401
IRS990/VotingMembersGoverningBodyCnt016
IRS990/VotingMembersIndependentCnt016
IRS990/WebsiteAddressTxt0WWW.MONTGOMERYBARFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DENISE S VICARIO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06102799660
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTGOMERY BAR FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0232436024
ReturnHeader/Filer/PhoneNum06102799660
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 268

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,390,425
Liabilities
$0
Net assets
$1,390,425
Revenue
$104,005
Expenses
$81,361
Net income
$22,644
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
2020Detailed filing. Detailed filing data is available for this year.$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