Civic Intelligence

Montgomery Pba Charitable Fund

990EZ • Fiscal year 2018 • EIN 45-3739928

Jul 01, 2017 to Jun 30, 2018 • Filed on Aug 27, 2018

Organization ProfileWWW.MONTGOMERYPBA.ORG
PO Box 1211Belle Mead, NJ 08502-6211

(908) 359-3222

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

70th percentile

23%

Higher net margin than 70% of similar nonprofits.

2018 filings • NTEE T30 • <$500k nonprofits • Source year 2018

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.

2018 filings • NTEE T30 • <$500k nonprofits • Source year 2018

Asset Growth

70th percentile

18%

Faster asset growth than 70% of similar nonprofits.

2018 filings • NTEE T30 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

42nd percentile

-2.9%

Faster revenue growth than 42% of similar nonprofits.

2018 filings • NTEE T30 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$44,432

Up $6,816 (+18%) from 2017

Net Assets

Up

$44,432

Up $6,816 (+18%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin70th percentile

Revenue

Down

$30,003

Down $894 (-2.9%) from 2017

Expenses

Up

$23,188

Up $5,029 (+28%) from 2017

Net Income

Down

$6,815

Down $5,923 (-46%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

2018

Assets$44,432
Liabilities-
Net Assets$44,432
Open 2018 Filing

Operations Trend

Revenue Growth42nd percentile

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

2018

Revenue$30,003
Expenses$23,188
Net Income$6,815
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 27, 2018
Return Version
2017v2.3
Gross Receipts
$81,354
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.CHARITABLE SPONSORSHIPS TO COMMUNITY RECREATIONAL SPORTS TEAMS AND CHARITABLE EVENTS. DONATIONS TO 501(C)(3) ORGANIZATIONS.$7,500$22,135
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN COLUCCIPresident-$0--
DEWITT GILESVice Preside-$0--
TROY SUDECKTreasurer-$0--
ADAM VERDUCCISecretary-$0--
JOE SLESDelegate-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$48,300$48,300$35,762$12,538
Clay Pigeon Eve$23,654$23,654$15,589$8,065
Total Events$71,954$71,954$51,351$20,603
Filing and Contact Details

Filer

Filer Name
Montgomery Pba Charitable Fund
EIN
45-3739928
Phone
9083593222
Address
PO BOX 1211, BELLE MEAD, NJ 08502-6211

Signing Officer

Name
Troy Sudeck
Title
Treasurer
Signed
2018-08-27

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 prior to fye 6/30/17. A 990ez was filed for 6/30/17.”

Form 990-ez, Part I, Line 10

“CASH CONTRIBUTION: 7,500”

Form 990-ez, Part I, Line 16

“Expenses information technology 765 donations 9,430 bank fees 217 paypal fees 71 charitable scholarships 4,525 awards 680 total 15,688”

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 Appendix153 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/PersonNm0TROY SUDECK
IRS990EZ/BooksInCareOfDetail/PhoneNum06096729284
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1211
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BELLE MEAD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd008502
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt037617
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt044432
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt09400
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06815
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt037617
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IRS990EZ/FundraisingGrossIncomeAmt071954
IRS990EZ/GrantsAndSimilarAmountsPaidAmt07500
IRS990EZ/GrossReceiptsAmt081354
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt037617
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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/PersonNm0JOHN COLUCCI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DEWITT GILES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TROY SUDECK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ADAM VERDUCCI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOE SLES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DELEGATE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt015688
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.CHARITABLE SPONSORSHIPS TO COMMUNITY RECREATIONAL SPORTS TEAMS AND CHARITABLE EVENTS. DONATIONS TO 501(C)(3) ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt07500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt022135
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt051351
IRS990EZ/SpecialEventsNetIncomeLossAmt020603
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023188
IRS990EZ/TotalProgramServiceExpensesAmt022135
IRS990EZ/TotalRevenueAmt030003
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WWW.MONTGOMERYPBA.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09400
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt010000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt019400
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt071954
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt073036
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0144990
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0164390
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt081354
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt083036
IRS990ScheduleA/Total509Grp/TotalAmt0164390
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt081354
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt083036
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0164390
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt051351
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CLAY PIGEON EVE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt048300
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt023654
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt071954
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt048300
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt023654
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt071954
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt020603
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt051351
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt035762
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt015589
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MONTGOMERY PBA CHARITABLE FUND FILED A 990N PRIOR TO FYE 6/30/17. A 990EZ WAS FILED FOR 6/30/17.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CASH CONTRIBUTION: 7,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES INFORMATION TECHNOLOGY 765 DONATIONS 9,430 BANK FEES 217 PAYPAL FEES 71 CHARITABLE SCHOLARSHIPS 4,525 AWARDS 680 TOTAL 15,688
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TROY SUDECK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTGOMERY PBA CHARITABLE FUND
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0453739928
ReturnHeader/Filer/PhoneNum09083593222
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1211
ReturnHeader/Filer/USAddress/CityNm0BELLE MEAD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd0085026211
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0648C8AD4B4919CE9EA9754D96F8D5D1D695341EB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId048660846F2B3A0000BCC9330575FA2D69B31BE10
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-09-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:50:03
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/PreparationDt02018-09-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID A LAUER CPA
ReturnHeader/ReturnTs02018-09-24T11:50:03-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,432
Liabilities
-
Net assets
$44,432
Revenue
$30,003
Expenses
$23,188
Net income
$6,815
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
2018Detailed filing. Detailed filing data is available for this year.$44.4$44.4$30.0$23.2$6.82
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.6$37.6$30.9$18.2$12.7