Civic Intelligence

Montgomery Bar Foundation

990 • Fiscal year 2023 • EIN 23-2436024

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 08, 2024

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.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

26th percentile

-7.3%

Higher net margin than 26% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

89th percentile

$186,834

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 137.8% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

60th percentile

8.7%

Faster asset growth than 60% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

24th percentile

-11%

Faster revenue growth than 24% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Flat

$1,414,395

Flat from 2023

Net Assets

Flat

$1,414,395

Flat from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin26th percentile

Revenue

Flat

$135,599

Flat from 2023

Expenses

Flat

$145,544

Flat from 2023

Net Income

Flat

-$9,945

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth60th 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 2023: $1,414,395Liabilities 2023: $0Net Assets 2023: $1,414,3952023Assets 2024: $1,468,715Liabilities 2024: $0Net Assets 2024: $1,468,7152024

Highlighted filing

2023

Assets$1,414,395
Liabilities$0
Net Assets$1,414,395
Open 2023 Filing

Operations Trend

Revenue Growth24th 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 2023: $135,599Expenses 2023: $145,544Net Income 2023: -$9,9452023Revenue 2024: $186,570Expenses 2024: $184,856Net Income 2024: $1,7142024

Highlighted filing

2023

Revenue$135,599
Expenses$145,544
Net Income-$9,945
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 8, 2024
Return Version
2023v5.1
Gross Receipts
$513,173
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$597,200$703,401▲ $106,201
Investments Other Securities$592,061$641,637▲ $49,576
Cash and Non-Interest-Bearing Accounts$40,023$48,356▲ $8,333
Savings and Temporary Cash Investments$14,047$9,175▼ $4,872
Total Assets$1,301,319$1,414,395▲ $113,076
Other Assets Total$57,988$11,826▼ $46,162
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,301,319$1,414,395▲ $113,076
Total Net Assets Fund Balance$1,301,319$1,414,395▲ $113,076
Total Liabilities and Net Assets / Fund Balance$1,301,319$1,414,395▲ $113,076

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$641,637--
Compensation and Service Providers
Top Officer Pay89th percentile

Board Members and Trustees

NameTitle
Jacqueline M ReynoldsPresident
Sarinia M FeinmanVice President
Denise S VicarioExecutive Director
Adam L FernandezTrustee
C Shawn BoehringerTrustee
COLIN J O'BOYLETrustee
Daniel P GeraghtyTrustee
Elizabeth EarlyTrustee
Gary J FriedlanderTrustee
Glen ReyburnTrustee
Gregory CowheyTrustee
John F HigginsTrustee
Justin AbayerTrustee
Michael RainoneTrustee
Paul G MullinTrustee
Seth D WilsonTrustee
Stefanie Michelle SherrTrustee
Virginia FrantzTrustee
ETHAN O'SHEASecretary
Patrick J KurtasTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$90,670
Program Service Revenue
$0
Investment Income
$39,281
Other Revenue
$5,648
All Other Contributions
$73,920
Change in Net Assets
$-9,945
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$119,048
Other Expenses$26,496
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$119,048--$119,048
Fees for Services Accounting-$11,180-$11,180
Fees for Service Investment Mgmnt Fees-$7,056-$7,056
Fees for Services Other-$3,888-$3,888
Other Expenses-$2,279-$2,279
Office Expenses-$1,963-$1,963
Fees for Services Legal-$130-$130
Total Functional Expenses$119,048$26,496$0$145,544
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Legal Aid of Southeastern PaNorristown, PA-General Support$31,475
Montgomery Child Advocacy ProjectNorristown, PA-General Support$15,000
Your Way Home Montgomery CountyPhiladelphia, PA-General Support$15,000
AclamoNorristown, PA-General Support$6,000
Laurel HouseEast Norriton, PA-General Support$6,000
Norristown Hospitality Center (formerly Norristown Ministriesinc)Norristown, PA-General Support$6,000
Senior Law CenterPhiladelphia, PA-General Support$6,000
Victim Services Center of Montgomery County IncNorrisstown, PA-General Support$6,000
WOMEN'S CENTER OF MONGOMERY COUNTYColmar, PA-General Support$6,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$27,957
Fundraising Direct Expenses$24,169
Gaming Gross Income$1,860
Gaming Direct Expenses$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$44,707$27,957$1,769$26,188
Total Events$44,707$27,957$24,169$3,788
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
2024-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Denise S Vicario
Formed
1986
Legal Domicile
Pa
Voting Board Members
20
Independent Board Members
20
Employees
0
Volunteers
19

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 624 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/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
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IRS990/FundraisingDirectExpensesAmt024169
IRS990/FundraisingGrossIncomeAmt027957
IRS990/GainOrLossGrp/SecuritiesAmt020225
IRS990/GamingActivitiesInd00
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt01860
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantAmt0119048
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0119048
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0119048
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0373630
IRS990/GrossReceiptsAmt0513173
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt019056
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt019056
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0592061
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0641637
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0597200
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0703401
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0353405
IRS990/LoanOutstandingInd00
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/NetAssetsOrFundBalancesBOYAmt01301319
IRS990/NetAssetsOrFundBalancesEOYAmt01414395
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt020225
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt020225
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt03788
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt03788
IRS990/NetIncomeFromGamingGrp/ExclusionAmt01860
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt01860
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0123021
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01301319
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01414395
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01963
IRS990/OfficeExpensesGrp/TotalAmt01963
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt057988
IRS990/OtherAssetsTotalGrp/EOYAmt011826
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BANK CHARGES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02279
IRS990/OtherExpensesGrp/TotalAmt02279
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/PYContributionsGrantsAmt0147355
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0114000
IRS990/PYInvestmentIncomeAmt0-9318
IRS990/PYOtherExpensesAmt017713
IRS990/PYOtherRevenueAmt014836
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt021160
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0131713
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0152873
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-9945
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt014047
IRS990/SavingsAndTempCashInvstGrp/EOYAmt09175
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt073920
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0110206
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt036195
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt054686
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt083549
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0358556
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt019056
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt023147
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt027339
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt024561
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt029612
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0123715
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt038214
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt05604
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt043818
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt019056
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt023147
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt027339
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt024561
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt029612
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0123715
IRS990ScheduleA/InvestmentIncomeCYPct00.23520
IRS990ScheduleA/InvestmentIncomePYPct00.29500
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.76480
IRS990ScheduleA/PublicSupportPY509Pct00.70500
IRS990ScheduleA/PublicSupportTotal509Amt0402374
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt073920
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0110206
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt074409
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt054686
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt089153
IRS990ScheduleA/Total509Grp/TotalAmt0402374
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt092976
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0133353
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0101748
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt079247
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0118765
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0526089
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/BookValueAmt0641637
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:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0641637
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt016750
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt016750
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt024169
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt044707
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt044707
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt027957
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt027957
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt03788
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01769
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01769
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt022400
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt022400

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,414,395
Liabilities
$0
Net assets
$1,414,395
Revenue
$135,599
Expenses
$145,544
Net income
-$9,945
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
2023Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.14$0.15$0.01
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