Civic Intelligence

Montgomery Pba Charitable Fund

990EZ • Fiscal year 2017 • EIN 45-3739928

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 20, 2017

Organization ProfileN/A
PO Box 1211Belle Mead, NJ 08502-6211

(732) 236-5403

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

82nd percentile

41%

Higher net margin than 82% of similar nonprofits.

2017 filings • NTEE T30 • <$500k nonprofits • Source year 2017

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

2017 filings • NTEE T30 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$37,616

No earlier filing loaded for comparison.

Net Assets

$37,616

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin82nd percentile

Revenue

$30,897

No earlier filing loaded for comparison.

Expenses

$18,159

No earlier filing loaded for comparison.

Net Income

$12,738

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$100K$50K$0Assets 2017: $37,616Net Assets 2017: $37,6162017Assets 2018: $44,432Net Assets 2018: $44,4322018Assets 2019: $74,687Net Assets 2019: $74,6872019Assets 2020: $52,026Net Assets 2020: $52,0262020Assets 2021: $47,012Net Assets 2021: $47,0122021Assets 2022: $81,412Liabilities 2022: $02022Assets 2023: $69,529Net Assets 2023: $69,5292023Assets 2024: $74,394Net Assets 2024: $74,3942024

Highlighted filing

2017

Assets$37,616
Liabilities-
Net Assets$37,616
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2017: $30,897Expenses 2017: $18,159Net Income 2017: $12,7382017Revenue 2018: $30,003Expenses 2018: $23,188Net Income 2018: $6,8152018Revenue 2019: $57,683Expenses 2019: $27,424Net Income 2019: $30,2592019Revenue 2020: -$4,019Expenses 2020: $18,643Net Income 2020: -$22,6622020Revenue 2021: $13,309Expenses 2021: $13,903Net Income 2021: -$5942021Revenue 2022: $51,480Expenses 2022: $17,080Net Income 2022: $34,4002022Revenue 2023: $8,743Expenses 2023: $20,625Net Income 2023: -$11,8822023Revenue 2024: $33,173Expenses 2024: $28,309Net Income 2024: $4,8642024

Highlighted filing

2017

Revenue$30,897
Expenses$18,159
Net Income$12,738
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 20, 2017
Return Version
2016v3.0
Gross Receipts
$83,036
Mission and Program Overview

Mission

The montgomery pba charitable fund is established to run various events to support the local communities residents and students. Event proceeds will be used to fund scholarships and other charitable purposes.

Program Services

DescriptionGrantsExpenses
COLLEGE SCHOLARSHIPS TO QUALIFYING RESIDENT STUDENTS OF MONTGOMERY TOWNSHIP.$7,000$17,911
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN HOFACKERPresident-$0--
JASON LARSENVP 2nd Half-$0--
DANIEL BALINSKIFinancial Se-$0--
SEAN SULLIVANRecording Se-$0--
SEAN DEVLINTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$54,986$54,986$40,952$14,034
Clay Pigeon Eve$18,050$18,050$11,187$6,863
Total Events$73,036$73,036$52,139$20,897
Filing and Contact Details

Filer

Filer Name
Montgomery Pba Charitable Fund
EIN
45-3739928
Address
PO BOX 1211, BELLE MEAD, NJ 08502-6211

Signing Officer

Name
Sean Devlin
Title
Treasurer
Phone
9085814961
Signed
2017-09-20

Preparer

Firm
Boscarelli Lauer Lazzaro & Millen
Address
2667 NOTTINGHAM WAY, HAMILTON, NJ 08619-4104
Preparer
David a Lauer CPA
Phone
6095863600
Supplemental Narrative

Additional Explanations

Form 990-ez

“Montgomery pba charitable fund filed a 990n for the last 3 fiscal year ends.”

Form 990-ez, Part I, Line 10

“Relatives of members 7,000 0 0”

Form 990-ez, Part I, Line 16

“Expenses donations 2,250 bank fees 248 license fee 10 charitable scholarships 8,251 awards 400 total 11,159”

Form 990-ez, Part III

“The montgomery pba charitable fund is established to run various events to support the local communities residents and students. Event proceeds will be used to fund scholarships and other charitable purposes.”

Raw XML Appendix143 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SEAN DEVLIN
IRS990EZ/BooksInCareOfDetail/PhoneNum07322365403
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1211
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BELLE MEAD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd008502
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024878
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012738
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt07000
IRS990EZ/GrossReceiptsAmt083036
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt024878
IRS990EZ/NetAssetsOrFundBalancesEOYAmt037616
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt024878
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt037616
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRIAN HOFACKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JASON LARSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DANIEL BALINSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SEAN SULLIVAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SEAN DEVLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP 2ND HALF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FINANCIAL SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3RECORDING SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt011159
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE MONTGOMERY PBA CHARITABLE FUND IS ESTABLISHED TO RUN VARIOUS EVENTS TO SUPPORT THE LOCAL COMMUNITIES RESIDENTS AND STUDENTS. EVENT PROCEEDS WILL BE USED TO FUND SCHOLARSHIPS AND OTHER CHARITABLE PURPOSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COLLEGE SCHOLARSHIPS TO QUALIFYING RESIDENT STUDENTS OF MONTGOMERY TOWNSHIP.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt07000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017911
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt052139
IRS990EZ/SpecialEventsNetIncomeLossAmt020897
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt018159
IRS990EZ/TotalProgramServiceExpensesAmt017911
IRS990EZ/TotalRevenueAmt030897
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt010000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt073036
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt073036
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt083036
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt083036
IRS990ScheduleA/Total509Grp/TotalAmt083036
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt083036
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt083036
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt052139
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CLAY PIGEON EVE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt054986
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt018050
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt073036
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt054986
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt018050
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt073036
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt020897
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt052139
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt040952
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt011187
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MONTGOMERY PBA CHARITABLE FUND FILED A 990N FOR THE LAST 3 FISCAL YEAR ENDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RELATIVES OF MEMBERS 7,000 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES DONATIONS 2,250 BANK FEES 248 LICENSE FEE 10 CHARITABLE SCHOLARSHIPS 8,251 AWARDS 400 TOTAL 11,159
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE MONTGOMERY PBA CHARITABLE FUND IS ESTABLISHED TO RUN VARIOUS EVENTS TO SUPPORT THE LOCAL COMMUNITIES RESIDENTS AND STUDENTS. EVENT PROCEEDS WILL BE USED TO FUND SCHOLARSHIPS AND OTHER CHARITABLE PURPOSES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SEAN DEVLIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09085814961
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTGOMERY PBA CHARITABLE FUND
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0453739928
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1211
ReturnHeader/Filer/USAddress/CityNm0BELLE MEAD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd0085026211
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F8E8C302B45B67843F13B8EA9C208F1DCF85C19A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DB0FBEEF7EEEA80663D85D339B0F12A6D73025F3
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472608170
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOSCARELLI LAUER LAZZARO & MILLEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02667 NOTTINGHAM WAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HAMILTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0086194104
ReturnHeader/PreparerPersonGrp/PhoneNum06095863600
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID A LAUER CPA
ReturnHeader/ReturnTs02017-10-04T14:02:20-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,616
Liabilities
-
Net assets
$37,616
Revenue
$30,897
Expenses
$18,159
Net income
$12,738
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$74.4$74.4$33.2$28.3$4.86
2023Detailed filing. Detailed filing data is available for this year.$69.5$69.5$8.74$20.6$11.9
2022Summary only. Only limited summary data is available for this year.$81.4$0.00$51.5$17.1$34.4
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$47.0$47.0$13.3$13.9$0.59
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.0$52.0$4.02$18.6$22.7
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$74.7$74.7$57.7$27.4$30.3
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.4$44.4$30.0$23.2$6.82
2017Detailed filing. Detailed filing data is available for this year.$37.6$37.6$30.9$18.2$12.7