Civic Intelligence

Montgomery Bar Foundation

990 • Fiscal year 2021 • EIN 23-2436024

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 28, 2022

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

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

84th percentile

46%

Higher net margin than 84% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

52nd percentile

10%

Faster asset growth than 52% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

78th percentile

55%

Faster revenue growth than 78% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,535,513

Up $145,088 (+10%) from 2020

Net Assets

Up

$1,535,513

Up $145,088 (+10%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin84th percentile

Revenue

Up

$160,697

Up $56,692 (+55%) from 2020

Expenses

Up

$87,303

Up $5,942 (+7.3%) from 2020

Net Income

Up

$73,394

Up $50,750 (+224%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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

2021

Assets$1,535,513
Liabilities$0
Net Assets$1,535,513
Open 2021 Filing

Operations Trend

Revenue Growth78th 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

2021

Revenue$160,697
Expenses$87,303
Net Income$73,394
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 28, 2022
Return Version
2021v4.0
Gross Receipts
$334,992
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$1,305,935$1,456,921▲ $150,986
Savings and Temporary Cash Investments$69,584$72,322▲ $2,738
Total Assets$1,390,425$1,535,513▲ $145,088
Other Assets Total$14,906$6,270▼ $8,636
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,390,425$1,535,513▲ $145,088
Total Net Assets Fund Balance$1,390,425$1,535,513▲ $145,088
Total Liabilities and Net Assets / Fund Balance$1,390,425$1,535,513▲ $145,088
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
William PughPresident
C Shawn BoehringerTrustee
Cary L FlitterTrustee
Daniel P GeraghtyTrustee
Elizabeth EarlyTrustee
Gary J FriedlanderTrustee
Gregory CowheyTrustee
Michael L RainoneTrustee
Patrick J KurtasTrustee
Paul G MullinTrustee
Richard a SimonTrustee
Sarinia M FeinmanTrustee
Virginia FrantzTrustee
William L LandsburgTrustee
Robert a BacineTrustee & Tr
COLIN J O'BOYLETrustee & VP
Denise S VicarioExecutive Di
Kate M HarperSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$36,195
Program Service Revenue
$0
Investment Income
$100,039
Other Revenue
$24,463
All Other Contributions
$36,195
Change in Net Assets
$73,394
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$72,715
Other Expenses$14,588
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$72,715--$72,715
Fees for Service Investment Mgmnt Fees-$10,859-$10,859
Fees for Services Other-$1,706-$1,706
Fees for Services Accounting-$1,250-$1,250
Other Expenses-$773-$773
Total Functional Expenses$72,715$14,588$0$87,303
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Legal Aid of Southeastern PaNorristown, PA-General Support$34,215
Montgomery Child Advocacy ProjectNorristown, PA-General Support$15,000
Your Way Home Montgomery CountyPhiladelphia, PA-General Support$15,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$38,214
Fundraising Direct Expenses$13,751
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$38,214$38,214$955$37,259
Total Events$38,214$38,214$13,751$24,463
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
2022-10-28

Organization Details

Principal Officer
Denise S Vicario
Formed
1986
Legal Domicile
Pa
Voting Board Members
18
Independent Board Members
18
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.”

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IRS990/OtherWebsiteInd0X
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IRS990/PrincipalOfficerNm0DENISE S VICARIO
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0ACCESS TO JUSTICE; REENTRY CLINIC
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IRS990/PYExcessBenefitTransInd0false
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IRS990/PYInvestmentIncomeAmt049319
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IRS990/PYRevenuesLessExpensesAmt022644
IRS990/PYTotalExpensesAmt081361
IRS990/PYTotalRevenueAmt0104005
IRS990/ReconcilationRevenueExpnssAmt073394
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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt069584
IRS990/SavingsAndTempCashInvstGrp/EOYAmt072322
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt036195
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt054686
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt083549
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt089740
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt080602
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0344772
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt027339
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt024561
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt029612
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt075690
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt027248
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0184450
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt038214
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt05604
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt012892
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt028730
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt085440
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt027339
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt024561
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt029612
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt075690
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt027248
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0184450
IRS990ScheduleA/InvestmentIncomeCYPct00.30000
IRS990ScheduleA/InvestmentIncomePYPct00.27000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.69990
IRS990ScheduleA/PublicSupportPY509Pct00.72520
IRS990ScheduleA/PublicSupportTotal509Amt0430212
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt074409
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt054686
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt089153
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0102632
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0109332
IRS990ScheduleA/Total509Grp/TotalAmt0430212
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0101748
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt079247
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0118765
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0178322
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0136580
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0614662
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013751
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt038214
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt038214
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt038214
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt038214
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt024463
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0955
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0955
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt012796
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt012796
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt015000
IRS990ScheduleI/RecipientTable/CashGrantAmt115000
IRS990ScheduleI/RecipientTable/CashGrantAmt234215
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0YOUR WAY HOME MONTGOMERY COUNTY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1MONTGOMERY CHILD ADVOCACY PROJECT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2LEGAL AID OF SOUTHEASTERN PA
IRS990ScheduleI/RecipientTable/RecipientEIN0232169936
IRS990ScheduleI/RecipientTable/RecipientEIN1201460574
IRS990ScheduleI/RecipientTable/RecipientEIN2231901014
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01500 JOHN F KENNEDY BLVD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1409 CHERRY STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2625 SWEDE STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PHILADELPHIA
IRS990ScheduleI/RecipientTable/USAddress/CityNm1NORRISTOWN
IRS990ScheduleI/RecipientTable/USAddress/CityNm2NORRISTOWN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0PA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1PA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2PA
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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/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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01390425
IRS990/TotalAssetsEOYAmt01535513
IRS990/TotalAssetsGrp/BOYAmt01390425
IRS990/TotalAssetsGrp/EOYAmt01535513
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt036195
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt014588
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt072715
IRS990/TotalFunctionalExpensesGrp/TotalAmt087303
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalProgramServiceExpensesAmt072715
IRS990/TotalRevenueGrp/ExclusionAmt0100039
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0160697
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01390425
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01535513

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,535,513
Liabilities
$0
Net assets
$1,535,513
Revenue
$160,697
Expenses
$87,303
Net income
$73,394
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
2021Detailed filing. Detailed filing data is available for this year.$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