Civic Intelligence

Montgomery Pba Charitable Fund

990EZ • Fiscal year 2020 • EIN 45-3739928

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 17, 2020

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

100th percentile

564%

Higher net margin than 100% of similar nonprofits.

2020 filings • NTEE T30 • <$500k nonprofits • Source year 2020

Top Officer Pay

90th percentile

$0

Higher top officer pay than 90% of similar nonprofits.

2020 filings • NTEE T30 • <$500k nonprofits • Source year 2020

Asset Growth

19th percentile

-30%

Faster asset growth than 19% of similar nonprofits.

2020 filings • NTEE T30 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$52,026

Down $22,661 (-30%) from 2019

Net Assets

Down

$52,026

Down $22,661 (-30%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$4,019

Down $61,702 (-107%) from 2019

Expenses

Down

$18,643

Down $8,781 (-32%) from 2019

Net Income

Down

-$22,662

Down $52,921 (-175%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth19th 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

2020

Assets$52,026
Liabilities-
Net Assets$52,026
Open 2020 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

2020

Revenue-$4,019
Expenses$18,643
Net Income-$22,662
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 17, 2020
Return Version
2019v5.0
Gross Receipts
$57,302
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.$7,400$16,332
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$42,332$42,332$11,743$30,589
Total Events$42,332$42,332$56,172$-13,840
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
2020-11-17

Preparer

Firm
Five Points Financial Inc
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: 7,400”

Form 990-ez, Part I, Line 16

“Expenses advertising and promotion 675 office 92 donations 2,782 bank fees 733 charitable sponsorships 5,750 awards 400 nj annual report 30 nj charities filing fee 150 total 10,612”

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 Appendix165 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/PersonNm0ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum09083593222
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1211
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BELLE MEAD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd008502
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt074688
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt052026
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt014970
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-22662
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0525
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt074688
IRS990EZ/Form990TotalAssetsGrp/EOYAmt052026
IRS990EZ/FundraisingGrossIncomeAmt042332
IRS990EZ/GrantsAndSimilarAmountsPaidAmt07400
IRS990EZ/GrossReceiptsAmt057302
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt074688
IRS990EZ/NetAssetsOrFundBalancesEOYAmt052026
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt074688
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt052026
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/PersonNm4JOSEPH 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/OtherExpensesTotalAmt010612
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/PrintingPublicationsPostageAmt0106
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/GrantsAndAllocationsAmt07400
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016332
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt061321
IRS990EZ/SpecialEventsNetIncomeLossAmt0-18989
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt018643
IRS990EZ/TotalProgramServiceExpensesAmt016332
IRS990EZ/TotalRevenueAmt0-4019
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WWW.MONTGOMERYPBA.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt014970
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt09824
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt09400
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt010000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt044194
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt042332
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0117288
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt071954
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt073036
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0304610
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0348804
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt057302
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0127112
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt081354
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt083036
IRS990ScheduleA/Total509Grp/TotalAmt0348804
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt057302
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0127112
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt081354
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt083036
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0348804
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt056172
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt01050
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt01050
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0242
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0242
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt042332
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt042332
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt042332
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt042332
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-13840
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt011743
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011743
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt043137
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt043137
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: 7,400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES ADVERTISING AND PROMOTION 675 OFFICE 92 DONATIONS 2,782 BANK FEES 733 CHARITABLE SPONSORSHIPS 5,750 AWARDS 400 NJ ANNUAL REPORT 30 NJ CHARITIES FILING FEE 150 TOTAL 10,612
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/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TROY SUDECK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-17
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/AtSubmissionCreationDeviceId07BE4E57375B007214F14042FA8C74CEA18AB3ED4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01F0347CF6C4520B488C959F9AAD506C04E06ADC1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.37.240.203
ReturnHeader/FilingSecurityInformation/IPDt02020-11-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm013:48:00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472608170
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FIVE POINTS FINANCIAL INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02667 NOTTINGHAM WAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HAMILTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0086194104
ReturnHeader/PreparerPersonGrp/PhoneNum06095863600
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID A LAUER CPA
ReturnHeader/ReturnTs02020-11-23T13:48:00-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$52,026
Liabilities
-
Net assets
$52,026
Revenue
-$4,019
Expenses
$18,643
Net income
-$22,662
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
2020Detailed filing. Detailed filing data is available for this year.$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
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