Civic Intelligence

Montgomery Pba Charitable Fund

990EZ • Fiscal year 2019 • EIN 45-3739928

Jul 01, 2018 to Jun 30, 2019 • Filed on Sep 16, 2019

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

87th percentile

52%

Higher net margin than 87% of similar nonprofits.

2019 filings • NTEE T30 • <$500k nonprofits • Source year 2019

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.

2019 filings • NTEE T30 • <$500k nonprofits • Source year 2019

Asset Growth

83rd percentile

68%

Faster asset growth than 83% of similar nonprofits.

2019 filings • NTEE T30 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

89th percentile

92%

Faster revenue growth than 89% of similar nonprofits.

2019 filings • NTEE T30 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$74,687

Up $30,255 (+68%) from 2018

Net Assets

Up

$74,687

Up $30,255 (+68%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$57,683

Up $27,680 (+92%) from 2018

Expenses

Up

$27,424

Up $4,236 (+18%) from 2018

Net Income

Up

$30,259

Up $23,444 (+344%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$74,687
Liabilities-
Net Assets$74,687

Operations Trend

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

2019

Revenue$57,683
Expenses$27,424
Net Income$30,259
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Sep 16, 2019
Return Version
2018v3.1
Gross Receipts
$127,112
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.$8,000$26,287
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN COLUCCIPresident-$0--
DEWITT GILESVice Preside-$0--
TROY SUDECKTreasurer-$0--
ADAM VERDUCCIRecording Se-$0--
CHRISTOPHER PARLOWFinancial Se-$0--
SEAN DEVLINTemp Treasur-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$88,148$88,148$16,944$71,204
Clay Pigeon Eve$29,140$29,140$2,217$26,923
Total Events$117,288$117,288$69,429$47,859
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
Sean Devlin
Title
Temp Treasurer
Signed
2019-09-16

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: 8,000

Form 990-ez, Part I, Line 16

Expenses office 139 donations 10,285 bank fees 412 food drive 514 charitable sponsorships 7,088 awards 400 nj annual report 26 nj charities filing fee 60 total 18,924

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 Appendix170 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
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IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1211
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BELLE MEAD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd008502
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt044428
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt08000
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN COLUCCI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DEWITT GILES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TROY SUDECK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ADAM VERDUCCI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHRISTOPHER PARLOW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SEAN DEVLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3RECORDING SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4FINANCIAL SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TEMP TREASUR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt018924
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/GrantsAndAllocationsAmt08000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt026287
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt027424
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IRS990EZ/TotalRevenueAmt057683
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WWW.MONTGOMERYPBA.ORG
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt010000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt029224
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0117288
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt071954
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0127112
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt083036
IRS990ScheduleA/Total509Grp/TotalAmt0291502
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0127112
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt081354
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0291502
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IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0500
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CLAY PIGEON EVE
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0408
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt016944
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02217
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt033180
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt011438
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt044618
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: 8,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES OFFICE 139 DONATIONS 10,285 BANK FEES 412 FOOD DRIVE 514 CHARITABLE SPONSORSHIPS 7,088 AWARDS 400 NJ ANNUAL REPORT 26 NJ CHARITIES FILING FEE 60 TOTAL 18,924
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/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SEAN DEVLIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TEMP TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-16
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
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CCD344DB358877955BD6CDA542A4954E7FA27565
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02019-10-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:22:01
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/PreparationDt02019-10-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID A LAUER CPA
ReturnHeader/ReturnTs02019-10-11T13:22:01-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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Filings