Civic Intelligence

Montgomery County Foundation

990 • Fiscal year 2012 • EIN 23-6298550

Jan 01, 2012 to Dec 31, 2012 • Filed on Mar 20, 2013

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

9th percentile

0.01x

Higher debt load relative to assets than 9% of similar nonprofits.

2012 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

71st percentile

8.4%

Faster asset growth than 71% of similar nonprofits.

2012 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$10,135,488

Up $781,120 (+8.4%) from 2011

Net Assets

Up

$10,084,675

Up $848,861 (+9.2%) from 2011

Liabilities

Down

$50,813

Down $67,741 (-57%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$448,904

Up $13,836 (+3.2%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth71st 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

2012

Assets$10,135,488
Liabilities$50,813
Net Assets$10,084,675
Open 2012 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

2012

Revenue-
Expenses$448,904
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Mar 20, 2013
Return Version
2012v2.1
Gross Receipts
$1,667,729
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
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IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0THE MONTGOMERY COUNTY FOUNDATION MANAGES FUNDS FOR THE BENEFIT OF: NORRISTOWN AREA HIGH SCHOOL GRADUATES IN THE FORM OF SCHOLARSHIPS. SCHOLARSHIPS FOR STUDENTS FROM MONTGOMERY COUNTY WHO MEET SPECIFIC CRITERIA AND PLAN TO PURSUE HIGHER EDUCATION IN THE FIELD OF HORTICULTURE OR AGRICULTURE. AREA CHARITABLE ORGANIZATIONS AND CHURCH GROUPS. THE COLLEGEVILLE FIRE COMPANY NO. 1. LEGAL AID SOCIETY OF MONTGOMERY COUNTY TO ASSIST THE NON-PROFIT IN ITS WORK TO BENEFIT LOW INCOME PEOPLE WITH LEGAL NEEDS.. MONTGOMERY COUNTY COMMUNITY COLLEGE IN THE AREA OF HIGH QUALITY CULTURAL AND LECTURE PROGRAMS TO ENRICH THE EDUCATIONAL AND CULTURAL EXPERIENCES OF STUDENTS AND THE COMMUNITY. JOB TRAINING AND COMMUNITY DEVELOPMENT PROJECTS. EDUCATIONAL OPPORTUNITIES FOR DESERVING NEEDY PERSONS AND FOR CHARITABLE PURPOSES. RESIDENTS OF THE CENTRAL SECTION AND OTHER AREAS OF MONTGOMERY COUNTY IN THE AREA OF PROVIDING ASSISTANCE FOR THE PAYMENT OF HOUSING, UTILITIES, FOOD AND OTHER NECESSITIES THAT REQUIRE AN IMMEDIATE PAYMENT IN ORDER TO AVERT A CRISIS.
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation1THE TRUST IS A NONPROFIT ENTITY THAT IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, THEREFORE, HAS MADE NO PROVISION FOR FEDERAL, STATE OR LOCAL INCOME TAX IN THE ACCOMPANYING FINANCIAL STATEMENTS. IN ADDITION, THE TRUST HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. 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 AND 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 2009, 2010 AND 2011 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/Form990ScheduleDPartXIII/Identifier0DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier1DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference0PART V, LINE 4:
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference1PART X, LINE 2:
IRS990ScheduleD/NetUnrealizedGainsInvestments0905148
IRS990ScheduleD/OtherSecurities/BookValue08419613
IRS990ScheduleD/OtherSecurities/BookValue11006309
IRS990ScheduleD/OtherSecurities/Description0MUTUAL FUNDS
IRS990ScheduleD/OtherSecurities/Description1COMMON STOCK
IRS990ScheduleD/OtherSecurities/MethodOfValuation0F
IRS990ScheduleD/OtherSecurities/MethodOfValuation1F
IRS990ScheduleD/RevenueNotRptdF9900905148
IRS990ScheduleD/RevenueNotRptdOnFinStmt00
IRS990ScheduleD/RevenueSubtotal0392617
IRS990ScheduleD/TotalExpensesPerForm9900448904
IRS990ScheduleD/TotalOfBookValueLandBuildings00
IRS990ScheduleD/TotalOfBookValueSecurities09425922
IRS990ScheduleD/TotalRevenuePerForm9900392617
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt0448904
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt01297765
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 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 USE OF THE FUNDS AND THE STAFF AND CHAIRPERSON OF THE GRANTMAKING 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.:
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0PART I, LINE 2:
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine10601 EAST MAIN STREET
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine111801 N BROAD STREET
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine122 WEST LAFAYETTE STREET SUITE 120
IRS990ScheduleI/RecipientTable/AddressUS/City0COLLEGEVILLE
IRS990ScheduleI/RecipientTable/AddressUS/City1PHILADELPHIA
IRS990ScheduleI/RecipientTable/AddressUS/City2NORRISTOWN
IRS990ScheduleI/RecipientTable/AddressUS/State0PA
IRS990ScheduleI/RecipientTable/AddressUS/State1PA
IRS990ScheduleI/RecipientTable/AddressUS/State2PA
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode019426
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode119122
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode219401
IRS990ScheduleI/RecipientTable/AmountOfCashGrant06265
IRS990ScheduleI/RecipientTable/AmountOfCashGrant18771
IRS990ScheduleI/RecipientTable/AmountOfCashGrant2301362
IRS990ScheduleI/RecipientTable/DescriptionOfNonCashAssistance0N/A
IRS990ScheduleI/RecipientTable/DescriptionOfNonCashAssistance1N/A
IRS990ScheduleI/RecipientTable/DescriptionOfNonCashAssistance2N/A
IRS990ScheduleI/RecipientTable/EINOfRecipient0231177930
IRS990ScheduleI/RecipientTable/EINOfRecipient1231365971
IRS990ScheduleI/RecipientTable/EINOfRecipient2233070457
IRS990ScheduleI/RecipientTable/IRCSection0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSection1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSection2501(C)(3)
IRS990ScheduleI/RecipientTable/MethodOfValuation0N/A
IRS990ScheduleI/RecipientTable/MethodOfValuation1N/A
IRS990ScheduleI/RecipientTable/MethodOfValuation2N/A
IRS990ScheduleI/RecipientTable/PurposeOfGrant0TO SUPPORT SCHOLARSHIPS FOR STUDENTS.
IRS990ScheduleI/RecipientTable/PurposeOfGrant1TO SUPPORT SCHOLARSHIPS FOR STUDENTS.
IRS990ScheduleI/RecipientTable/PurposeOfGrant2TO SUPPORT GRANT-MAKING AND GENERAL OPERATING EXPENSES.
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10URSINUS COLLEGE
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine11TEMPLE UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine12MONTGOMERY COUNTY FOUNDATION INC
IRS990ScheduleI/RecordsMaintained01
IRS990ScheduleI/TotalNbrOf501C3AndGovtGrants03
IRS990ScheduleI/TotalNbrOfOtherOrganizations00
IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0THE FORM 990 IS REVIEWED AND APPROVED BY THE MEMBERS OF THE AUDIT COMMITTEE AND THEN FORWARDED WITH ANY CHANGES TO THE TRUSTEES FOR APPROVAL PRIOR TO ITS FILING.
IRS990ScheduleO/GeneralExplanation/Explanation1THE 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/Explanation2GOVERNING 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/Explanation3THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART XII, LINE 2C
IRS990/ScheduleORequired01
IRS990ScheduleR/DividendsRelatedOrganization00
IRS990ScheduleR/ExchangeOfAssets00
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine102 WEST LAFAYETTE STREET
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine112 WEST LAFAYETTE STREET
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0NORRISTOWN
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City1NORRISTOWN
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0PA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State1PA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode019401
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode119401
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg00
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg10
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityName/BusinessNameLine10NO
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityName/BusinessNameLine11NO

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$10,135,488
Liabilities
$50,813
Net assets
$10,084,675
Revenue
-
Expenses
$448,904
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