Civic Intelligence

Montgomery County Foundation

990 • Fiscal year 2011 • EIN 23-6298550

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 03, 2012

Organization ProfileWWW.MCFOUNDATIONINC.ORG
2 W Lafayette Street No 12019401
Siviq Scores

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

Liabilities / Assets

16th percentile

0.01x

Higher debt load relative to assets than 16% of similar nonprofits.

2011 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

23rd percentile

-4.7%

Faster asset growth than 23% of similar nonprofits.

2011 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets16th percentile

Assets

Down

$9,354,368

Down $456,200 (-4.7%) from 2010

Net Assets

Down

$9,235,814

Down $504,239 (-5.2%) from 2010

Liabilities

Up

$118,554

Up $48,039 (+68%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$435,068

Down $18,143 (-4.0%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$15M$10M$5.0M$0Assets 2010: $9,810,568Liabilities 2010: $70,515Net Assets 2010: $9,740,0532010Assets 2011: $9,354,368Liabilities 2011: $118,554Net Assets 2011: $9,235,8142011Assets 2012: $10,135,488Liabilities 2012: $50,813Net Assets 2012: $10,084,6752012Assets 2013: $11,241,163Liabilities 2013: $54,391Net Assets 2013: $11,186,7722013Assets 2014: $11,470,256Liabilities 2014: $58,909Net Assets 2014: $11,411,3472014Assets 2015: $10,729,165Liabilities 2015: $140,869Net Assets 2015: $10,588,2962015Assets 2016: $10,921,677Liabilities 2016: $135,639Net Assets 2016: $10,786,0382016Assets 2017: $11,914,588Liabilities 2017: $115,141Net Assets 2017: $11,799,4472017Assets 2018: $10,697,253Liabilities 2018: $177,772Net Assets 2018: $10,519,4812018Assets 2019: $12,241,850Liabilities 2019: $186,148Net Assets 2019: $12,055,7022019Assets 2020: $12,904,824Liabilities 2020: $229,063Net Assets 2020: $12,675,7612020Assets 2021: $14,258,896Liabilities 2021: $221,639Net Assets 2021: $14,037,2572021Assets 2022: $11,056,814Liabilities 2022: $0Net Assets 2022: $11,056,8142022Assets 2023: $12,337,739Liabilities 2023: $0Net Assets 2023: $12,337,7392023Assets 2024: $13,023,074Liabilities 2024: $0Net Assets 2024: $13,023,0742024

Highlighted filing

2011

Assets$9,354,368
Liabilities$118,554
Net Assets$9,235,814
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2010: $453,2112010Expenses 2011: $435,0682011Expenses 2012: $448,9042012Revenue 2013: $566,451Expenses 2013: $470,358Net Income 2013: $96,0932013Revenue 2014: $887,595Expenses 2014: $467,481Net Income 2014: $420,1142014Revenue 2015: $731,974Expenses 2015: $674,476Net Income 2015: $57,4982015Revenue 2016: $324,801Expenses 2016: $608,137Net Income 2016: -$283,3362016Revenue 2017: $572,396Expenses 2017: $607,329Net Income 2017: -$34,9332017Revenue 2018: $514,921Expenses 2018: $521,615Net Income 2018: -$6,6942018Revenue 2019: $882,521Expenses 2019: $564,577Net Income 2019: $317,9442019Revenue 2020: $57,387Expenses 2020: $523,710Net Income 2020: -$466,3232020Revenue 2021: $696,933Expenses 2021: $441,417Net Income 2021: $255,5162021Revenue 2022: $326,164Expenses 2022: $568,098Net Income 2022: -$241,9342022Revenue 2023: $478,698Expenses 2023: $505,363Net Income 2023: -$26,6652023Revenue 2024: $569,414Expenses 2024: $792,741Net Income 2024: -$223,3272024

Highlighted filing

2011

Revenue-
Expenses$435,068
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 3, 2012
Return Version
2011v1.2
Gross Receipts
$4,221,146
Mission and Program Overview

Mission

To develop, receive, administer and manage, under community control, funds received from public and private sources and distribute them for charitable purposes, primarily to meet local needs. Through their mission, the foundation manages charitable funds, distributes revenue and portions of principal, when permitted, consistent with donors' specific and general interests. This process assists in maintaining and enhancing the educational, social, cultural, health and civic resources of the community.

Filing and Contact Details

Filer

EIN
23-6298550
Raw XML Appendix391 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/Description0THE FOUNDATION PROVIDES FINANCIAL ASSISTANCE FOR A WIDE RANGE OF COMMUNITY NEEDS THAT INCLUDE EDUCATION, HEALTH AND HUMAN SERVICES AND CULTURAL GROUPS SERVING RESIDENTS OF MONTGOMERY COUNTY. THE FOUNDATION IS A COMMUNITY FOUNDATION AND A 'CATALYST FOR COMMUNITY SOLUTIONS'. THROUGH COLLABORATIVE EFFORTS, THE FOUNDATION ASSISTS IN CONVENING INDIVIDUALS, AGENCIES AND GROUPS, TO STRENGTHEN COMMUNITIES BY ADDRESSING IMPORTANT ISSUES IDENTIFIED THROUGH RESEARCH PROJECTS AND COMMUNITY GROUPS.
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IRS990/MissionDescription0THE PRIMARY MISSION OF THE FOUNDATION IS TO DEVELOP, RECEIVE, ADMINISTER AND MANAGE, UNDER COMMUNITY CONTROL, FUNDS RECEIVED FROM PUBLIC AND PRIVATE SOURCES AND DISTRIBUTE THEM FOR CHARITABLE PURPOSES, PRIMARILY TO MEET LOCAL NEEDS. THROUGH THEIR MISSION, THE FOUNDATION MANAGES CHARITABLE FUNDS, DISTRIBUTES REVENUES AND PORTIONS OF PRINCIPLE, WHEN PERMITTED, CONSISTENT WITH DONORS' SPECIFIC AND GENERAL INTERESTS. THIS PROCESS ASSISTS IN MAINTAINING AND ENHANCING THE EDUCATIONAL, SOCIAL, CULTURAL, HEALTH AND CIVIC RESOURCES OF THE COMMUNITY.
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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0EFFECTIVE JANUARY 1, 2009 THE TRUST ADOPTED ASC 740-10, INCOME TAXES, AS IT RELATES TO UNCERTAIN TAX POSITIONS MANAGEMENT HAS REVIEWED ITS CURRENT AND PAST FEDERAL AND STATE INCOME TAX POSITIONS AND HAS DETERMINED, BASED ON CLEAR AND UNAMBIGUOUS TAX LAW REGULATIONS, THAT THE TAX POSITIONS TAKEN ARE CERTAIN AND THAT THERE IS NO LIKELIHOOD THAT A MATERIAL TAX ASSESSMENT WOULD BE MADE IF A RESPECTIVE GOVERNMENT AGENCY EXAMINED TAX RETURNS SUBJECT TO AUDIT ACCORDINGLY, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED. CURRENTLY, THE 2008, 2009 AND 2010 TAX YEARS ARE OPEN AND SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND THE PENNSYLVANIA DEPARTMENT OF REVENUE. HOWEVER, THE TRUST IS NOT CURRENTLY UNDER AUDIT NOR HAS THE TRUST BEEN CONTACTED BY THESE JURISDICTIONS. THERE WERE NO INTEREST AND PENALTIES RELATED TO INCOME TAXES.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0PART X:
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IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0SCHEDULE I, PART I, LINE 2: GRANT MONITORING POLICY (A PART OF THE INTERNAL REVIEW POLICY) WAS ESTABLISHED AND APPROVED BY THE BOARD OF DIRECTORS ON JUNE 9, 2005 AND PROVIDES FOR DUE DILIGENCE FOR STATUS, GRANT AGREEMENTS, ASSESSMENT OF APPLICATION, BUDGETS, ETC. AND PROVIDES FOR A FOLLOW UP REPORT NO LATER THAN ONE YEAR FROM THE GRANT DISTRIBUTION FOR GRANTS UNDER $5,000 IT REQUIRES A FINANCIAL REPORT ON THE USE OF THE DOLLARS AS WELL ON GRANTS $5,000-$10,000, QUARTERLY REPORTS ON OUTCOMES AND FINANCIAL USE OF THE GRANT ARE REQUIRED. THOSE REPORTS ARE REVIEWED AND THE AGENCIES ARE CONTACTED FOR CLARIFICATIONS IF THE OUTCOMES ARE NOT MET. NO NEW GRANTS ARE ALLOWED WITHOUT FOLLOW-UP REPORTS AND IF FOLLOW UP REPORTS ARE NOT PROVIDED THE GRANT DOLLARS ARE TO BE RETURNED BY THE AGENCY. GRANTEES MUST REQUEST IN WRITING ANY CHANGE IN THE USE OF THE FUND AND THE STAFF AND CHAIRPERSON OF THE GRANT MAKING COMMITTEE REVIEW CHANGE REQUEST TO DETERMINE ITS ELIGIBILITY FOR ACCEPTANCE. FOLLOW UP REPORTS ARE A PART OF THE FILE FOR THE AGENCY RECEIVING GRANTS AND PERIODIC VISITS MAY BE MADE TO THE AGENCIES.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0PROCEDURE FOR MONITORING GRANTS IN THE U.S.:
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IRS990ScheduleI/RecipientTable/PurposeOfGrant0TO SUPPORT GRANT MAKING AND GENERAL OPERATING EXPENSES
IRS990ScheduleI/RecipientTable/PurposeOfGrant1TO EXPAND DONOR BASE TO HELP SUPPORT THE ZOO IN THE FUTURE
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10MONTGOMERY COUNTY FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine11ELMWOOD PARK ZOO
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IRS990ScheduleO/GeneralExplanation/Explanation0ON FEBRUARY 11, 2011, THE FOUNDATION RECEIVED A LETTER OF NO OBJECTION FROM THE OFFICE OF THE ATTORNEY GENERAL OF PENNSYLVANIA TO AMEND THE RESOLUTION AND DECLARATION OF TRUST. THE AMENDMENT INCLUDED A DECREASE IN THE NUMBER OF DISTRIBUTION COMMITTEE MEMBERS, MEMBER SELECTION AND THE VERBIAGE USED THROUGHOUT THE DECLARATION IN AN EFFORT FOR BETTER GOVERNANCE OF THE FOUNDATION.
IRS990ScheduleO/GeneralExplanation/Explanation1THE FORM 990 IS REVIEWED AND APPROVED BY THE MEMBERS OF THE DISTRIBUTION COMMITTEE AND THEN FORWARDED WITH ANY CHANGES TO THE TRUSTEES FOR APPROVAL PRIOR TO ITS FILING.
IRS990ScheduleO/GeneralExplanation/Explanation2THE BOARD IS REQUIRED TO ASSESS THEIR RELATIONSHIPS ANNUALLY AND SIGN AN ACKNOWLEDGEMENT AFFIRMING THAT THEY HAVE NO CONFLICTS AS DETAILED IN THE CONFLICTS OF INTEREST POLICY. THE POLICY IS READ AT A BOARD MEETING PRIOR TO COMPLETION OF FORMS AND IS SO NOTED IN THE MINUTES.
IRS990ScheduleO/GeneralExplanation/Explanation3GOVERNING DOCUMENTS ARE AVAILABLE VIA THE ORGANIZATION'S WEBSITE OR UPON REQUEST. THERE IS ALSO A TRUSTEE-APPROVED POLICY FOR STAFF RESPONSE TO REQUESTS.
IRS990ScheduleO/GeneralExplanation/Explanation4NET UNREALIZED LOSSES ON INVESTMENTS: -984,900.
IRS990ScheduleO/GeneralExplanation/Explanation5DURING 2011, THE DISTRIBUTION COMMITTEE WAS DESIGNATED TO REVIEW AND APPROVE THE AUDITED FINANCIAL STATEMENTS.
IRS990ScheduleO/GeneralExplanation/Identifier0CHANGES IN NET ASSETS OR FUND BALANCES:
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 4
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART XI, LINE 5:
IRS990ScheduleO/GeneralExplanation/ReturnReference5PAGE 12 PART XII 2C
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IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10THE MONTGOMERY COUNTY FOUNDATION INC
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine11HUMAN SERVICE INSTITUTE
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0ADMINISTRATION OF COMMUNITY FUNDS DISTRIBUTED FOR LOCAL CHARITABLE PURPOSES
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities1TO PROVIDE RESEARCH FOR HEALTH AND HUMAN SERVICES
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IRS990ScheduleR/SharingOfFacilities00
IRS990ScheduleR/SharingOfPaidEmployees00
IRS990/School00
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
IRS990/StateLegalDomicile0PA
IRS990/StatesWhereCopyOfReturnIsFiled0PA
IRS990/TaxablePartyNotification00
IRS990/TaxExemptBonds00
IRS990/Terminated00
IRS990/TermOrPermanentEndowments00
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine102 WEST LAFAYETTE STREET SUITE 120
IRS990/TheBooksAreInCareOf/AddressUS/City0NORRISTOWN
IRS990/TheBooksAreInCareOf/AddressUS/State0PA
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode019401
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10VIRGINIA FRANTZ
IRS990/TheBooksAreInCareOf/TelephoneNumber06103139836
IRS990/TotalAssets/BOY09810568
IRS990/TotalAssetsBOY09810568
IRS990/TotalAssets/EOY09354368
IRS990/TotalAssetsEOY09354368
IRS990/TotalCompGT150K00
IRS990/TotalExpensesCurrentYear0435068
IRS990/TotalExpensesPriorYear0453211
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral00
IRS990/TotalFunctionalExpenses/ProgramServices0435068
IRS990/TotalFunctionalExpenses/Total0435068
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY070515
IRS990/TotalLiabilitiesBOY070515
IRS990/TotalLiabilities/EOY0118554
IRS990/TotalLiabilitiesEOY0118554
IRS990/TotalLiabNetAssetsFundBalances/BOY09810568
IRS990/TotalLiabNetAssetsFundBalances/EOY09354368
IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers00
IRS990/TotalNetAssetsFundBalances/BOY09740053
IRS990/TotalNetAssetsFundBalances/EOY09235814
IRS990/TotalOtherCompensation00
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProfFundrsngExpPriorYear00
IRS990/TotalProgramServiceExpense0435068
IRS990/TotalProgramServiceRevenue011258
IRS990/TotalReportableCompFrmRltdOrgs00
IRS990/TotalReportableCompFromOrg00
IRS990/TotalRevenueCurrentYear0915729
IRS990/TotalRevenue/ExclusionAmount0904471
IRS990/TotalRevenuePriorYear0276294
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome011258
IRS990/TotalRevenue/TotalRevenueColumn0915729
IRS990/TotalRevenue/UnrelatedBusinessRevenue00
IRS990/TransactionRelatedEntity00
IRS990/TransfersToExemptNonChrtblOrg00
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome00
IRS990/UnrestrictedNetAssets/BOY09740053
IRS990/UnrestrictedNetAssets/EOY09235814
IRS990/UponRequest0X
IRS990/WebSite0WWW.MCFOUNDATIONINC.ORG
IRS990/WhistleblowerPolicy01
IRS990/YearFormation01960
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0236298550
ReturnHeader/Filer/Name/BusinessNameLine10MONTGOMERY COUNTY FOUNDATION
ReturnHeader/Filer/NameControl0MONT
ReturnHeader/Filer/Phone06103139836
ReturnHeader/Filer/USAddress/AddressLine102 W LAFAYETTE STREET NO 120
ReturnHeader/Filer/USAddress/City0NORRISTOWN
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode019401
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-04-03
ReturnHeader/Officer/Name0VIRGINIA FRANTZ
ReturnHeader/Officer/Phone06103139836
ReturnHeader/Officer/Title0EXECUTIVE DIRECTOR
ReturnHeader/PreparerFirm/EIN0232932984
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10PARENTEBEARD LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101220 NORTH MARKET ST SUITE 1001
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0WILMINGTON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0DE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode019801
ReturnHeader/Preparer/Name0JEFFREY W MITCHELL JR CPA
ReturnHeader/Preparer/Phone03024280888
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-04-13T08:48:34-05:00

Document Assets

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Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$9,354,368
Liabilities
$118,554
Net assets
$9,235,814
Revenue
-
Expenses
$435,068
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$0.57$0.79$0.22
2023Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$0.48$0.51$0.03
2022Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$0.33$0.57$0.24
2021Detailed filing. Detailed filing data is available for this year.$14.3$0.22$14.0$0.70$0.44$0.26
2020Detailed filing. Detailed filing data is available for this year.$12.9$0.23$12.7$0.06$0.52$0.47
2019Detailed filing. Detailed filing data is available for this year.$12.2$0.19$12.1$0.88$0.56$0.32
2018Detailed filing. Detailed filing data is available for this year.$10.7$0.18$10.5$0.51$0.52$0.01
2017Detailed filing. Detailed filing data is available for this year.$11.9$0.12$11.8$0.57$0.61$0.03
2016Detailed filing. Detailed filing data is available for this year.$10.9$0.14$10.8$0.32$0.61$0.28
2015Detailed filing. Detailed filing data is available for this year.$10.7$0.14$10.6$0.73$0.67$0.06
2014Detailed filing. Detailed filing data is available for this year.$11.5$0.06$11.4$0.89$0.47$0.42
2013Detailed filing. Detailed filing data is available for this year.$11.2$0.05$11.2$0.57$0.47$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.1$0.05$10.1$0.45
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.35$0.12$9.24$0.44
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.81$0.07$9.74$0.45