Civic Intelligence

Montgomery County Foundation

990 • Fiscal year 2016 • EIN 23-6298550

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 22, 2017

4 Sentry Parkway No 302Blue Bell, PA 19422

(484) 532-7387

Siviq Scores

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

Liabilities / Assets

14th percentile

0.01x

Higher debt load relative to assets than 14% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

63rd percentile

0.42x

Higher debt load relative to revenue than 63% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

4th percentile

-87%

Higher net margin than 4% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

50th percentile

1.8%

Faster asset growth than 50% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

4th percentile

-56%

Faster revenue growth than 4% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Assets

Up

$10,921,677

Up $192,512 (+1.8%) from 2015

Net Assets

Up

$10,786,038

Up $197,742 (+1.9%) from 2015

Liabilities

Down

$135,639

Down $5,230 (-3.7%) from 2015

Revenue

Down

$324,801

Down $407,173 (-56%) from 2015

Expenses

Down

$608,137

Down $66,339 (-9.8%) from 2015

Net Income

Down

-$283,336

Down $340,834 (-593%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$10,921,677
Liabilities$135,639
Net Assets$10,786,038

Operations Trend

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

2016

Revenue$324,801
Expenses$608,137
Net Income-$283,336
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 22, 2017
Return Version
2016v3.0
Gross Receipts
$3,752,467
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,896,407$10,085,242▲ $188,835
Savings and Temporary Cash Investments$651,843$530,238▼ $121,605
Cash and Non-Interest-Bearing Accounts$180,915$306,197▲ $125,282
Total Assets$10,729,165$10,921,677▲ $192,512
Liabilities
Grants Payable$140,869$135,639▼ $5,230
Total Liabilities$140,869$135,639▼ $5,230
Net Assets / Fund Balance
Unrestricted Net Assets$10,588,296$10,786,038▲ $197,742
Total Net Assets Fund Balance$10,588,296$10,786,038▲ $197,742
Total Liabilities and Net Assets / Fund Balance$10,729,165$10,921,677▲ $192,512

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$10,226,182-▲ $702,297-$10,357,080
2015$10,978,498-▼ $241,731-$10,226,182
2014$10,856,617-▲ $691,056-$10,978,498
2013$9,780,762-▲ $1,566,965-$10,856,617
2012$9,005,593-▲ $1,280,654-$9,780,762
Compensation and Service Providers

Board Members and Trustees

NameTitle
Caesar GorskiDistribution Committee Mem
Dr Thurman D BookerDistribution Committee Mem
Harvey StraussDistribution Committee Mem
William L Landsburg EsqDistribution Committee Mem
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$324,801
Other Revenue
$0
Change in Net Assets
$-283,336

Audited Revenue Reconciliation

Revenue per Audited Statements
$324,801
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$481,078
Total Revenue per Audited Statements
$805,879
Total Revenue per Form 990
$324,801
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$504,878
Other Expenses$103,259
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$452,452--$452,452
Fees for Service Investment Mgmnt Fees$103,259--$103,259
Grants to Domestic Individuals$52,426--$52,426
Total Functional Expenses$608,137$0$0$608,137

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$608,137
Total Expenses per Audited Statements$608,137
Total Expenses per Form 990$608,137
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Montgomery County Foundation IncBlue Bell, PA501(c)(3)To Support Grant-making and General Operating Expenses.$404,000
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
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
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 form 990 is reviewed and approved by the members of the audit committee and then forwarded with any changes to the distribution committee prior to its filing.

Form 990, Part VI, Section B, Line 12C

The board is required to assess their relationships annually and sign an acknowledgment 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.

Form 990, Part VI, Section C, Line 19

Governing documents are available via the organization's website or upon request. There is also a distribution committee-approved policy for staff response to requests.

Filing and Contact Details

Filer

Filer Name
Montgomery County Foundation
EIN
23-6298550
Phone
4845327387
Address
4 SENTRY PARKWAY NO 302, BLUE BELL, PA 19422

Signing Officer

Name
Virginia Frantz
Title
Executive Director
Phone
4845327387
Signed
2017-03-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Virginia Frantz
Formed
1960
Legal Domicile
Pa
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Wheeler Wolfenden & Dwares Pa
Address
4550 NEW LINDEN HILL ROAD STE 201, WILMINGTON, DE 19808
Preparer
Carol Diluzio CPA
Phone
3022548240
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

The process has not changed from the prior year.

Financial Statement Notes

PART V, LINE 4:

The 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.

PART X, LINE 2:

The 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 2013, 2014 and 2015 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.

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE MONTGOMERY COUNTY FOUNDATION (THE TRUST) PROVIDES FINANCIAL ASSISTANCE TO SELECTED HUMAN SERVICE ORGANIZATIONS, EDUCATIONAL INSTITUTIONS, AND ARTS AND CULTURE ORGANIZATIONS. THE TRUST'S POLICY STIPULATES THAT NO INDIVIDUAL MAY BE A RECIPIENT OF A GRANT FROM THE TRUST. SUPPORTED ORGANIZATIONS ARE DETERMINED BY THE TRUST'S DISTRIBUTION COMMITTEE EACH YEAR.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ORGANIZATION'S DISTRIBUTION COMMITTEE MEMBERS ARE ALSO MEMBERS OF THE SUPPORTED ORGANIZATION'S BOARD OF DIRECTORS. THEY DO NOT COMPRISE A MAJORITY OF THAT BOARD HOWEVER, HISTORICALLY THE TWO BOARDS HAVE MET CONCURRENTLY AND FOR ALL INTENTS AND PURPOSES THE ORGANIZATIONS ARE GOVERNED AS ONE. THE EXECUTIVE DIRECTOR OF THE SUPPORTING ORGANIZATION IS ALSO THE PRESIDENT AND CEO OF THE SUPPORTED ORGANIZATION AND MANAGES BOTH ORGANIZATIONS.
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0404000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MONTGOMERY COUNTY FOUNDATION INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt0404000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0103259
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt010226182
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt010357080
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0468140
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0702297
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt092624
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt010978498
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt010226182
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0417961
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-241731
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt090709
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt010856617
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt010978498
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0478466
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0691056
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt085800
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt09780762
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt010856617
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0405310
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01566965
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt077427
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt09005593
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt09780762
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0428058
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01280654
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0608137
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0481078
IRS990ScheduleD/RevenueNotReportedAmt0481078
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0324801
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE 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/SupplementalInformationDetail/ExplanationTxt1THE 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 2013, 2014 AND 2015 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/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0608137
IRS990ScheduleD/TotalRevenuePerForm990Amt0324801
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0805879
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0608137
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt052426
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0EDUCATIONAL SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt027
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/RecipientTable/CashGrantAmt0404000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0N/A
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT GRANT-MAKING AND GENERAL OPERATING EXPENSES.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MONTGOMERY COUNTY FOUNDATION INC
IRS990ScheduleI/RecipientTable/RecipientEIN0233070457
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt04 SENTRY PARKWAY SUITE 302
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BLUE BELL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0PA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd019422
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0N/A
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANT 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/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED AND APPROVED BY THE MEMBERS OF THE AUDIT COMMITTEE AND THEN FORWARDED WITH ANY CHANGES TO THE DISTRIBUTION COMMITTEE PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD IS REQUIRED TO ASSESS THEIR RELATIONSHIPS ANNUALLY AND SIGN AN ACKNOWLEDGMENT 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/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE AVAILABLE VIA THE ORGANIZATION'S WEBSITE OR UPON REQUEST. THERE IS ALSO A DISTRIBUTION COMMITTEE-APPROVED POLICY FOR STAFF RESPONSE TO REQUESTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE MONTGOMERY COUNTY FOUNDATION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1HUMAN SERVICE INSTITUTE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0233070457
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1231884706
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ADMIN OF COMMUNITY FUNDS DISTRIBUTED FOR LOCAL CHARITABLE PURPOSES.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1TO PROVIDE RESEARCH FOR HEALTH AND HUMAN SERVICES ISSUES.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt17
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt04 SENTRY PARKWAY SUITE 302
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt14 SENTRY PARKWAY SUITE 302
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BLUE BELL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1BLUE BELL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd019422
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd119422
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0404000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FAIR MARKET VALUE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0MONTGOMERY COUNTY FOUNDATION INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1MONTGOMERY COUNTY FOUNDATION INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2MONTGOMERY COUNTY FOUNDATION INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt3MONTGOMERY COUNTY FOUNDATION INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1M
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2N
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt3O
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt010729165
IRS990/TotalAssetsEOYAmt010921677
IRS990/TotalAssetsGrp/BOYAmt010729165
IRS990/TotalAssetsGrp/EOYAmt010921677
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0608137
IRS990/TotalFunctionalExpensesGrp/TotalAmt0608137
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0140869
IRS990/TotalLiabilitiesEOYAmt0135639
IRS990/TotalLiabilitiesGrp/BOYAmt0140869
IRS990/TotalLiabilitiesGrp/EOYAmt0135639
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt010588296
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt010786038
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0608137
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0324801
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0324801
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt010729165
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt010921677
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt010588296
IRS990/UnrestrictedNetAssetsGrp/EOYAmt010786038
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04 SENTRY PARKWAY NO 302
IRS990/USAddress/CityNm0BLUE BELL
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd019422
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.MCFOUNDATIONINC.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0VIRGINIA FRANTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04845327387
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-22

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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