Civic Intelligence

Montgomery Pba Charitable Fund

990EZ • Fiscal year 2021 • EIN 45-3739928

Jul 01, 2020 to Jun 30, 2021 • Filed on Aug 03, 2021

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

30th percentile

-4.5%

Higher net margin than 30% of similar nonprofits.

2021 filings • NTEE T30 • <$500k nonprofits • Source year 2021

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.

2021 filings • NTEE T30 • <$500k nonprofits • Source year 2021

Asset Growth

27th percentile

-9.6%

Faster asset growth than 27% of similar nonprofits.

2021 filings • NTEE T30 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

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

Annualized from 2020 to 2021

Assets

Down

$47,012

Down $5,014 (-9.6%) from 2020

Net Assets

Down

$47,012

Down $5,014 (-9.6%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$13,309

Up $17,328 (+431%) from 2020

Expenses

Down

$13,903

Down $4,740 (-25%) from 2020

Net Income

Up

-$594

Up $22,068 (+97%) from 2020

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

2021

Assets$47,012
Liabilities-
Net Assets$47,012

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

2021

Revenue$13,309
Expenses$13,903
Net Income-$594
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Aug 3, 2021
Return Version
2020v4.0
Gross Receipts
$13,309
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.$4,000$12,440
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN COLUCCIPresident-$0--
DEWITT GILESVice Preside-$0--
TROY SUDECKTreasurer-$0--
ADAM VERDUCCISecretary-$0--
JOSEPH SLESDelegate-$0--
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
2021-08-03

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 16

Expenses information technology 219 donations 8,440 bank fees 178 nj charities filing fee 150 treasurers briefcase 80 total 9,067

Form 990-ez, Part I, Line 20

PRIOR YEAR ADJ -4,421

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 Appendix154 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0JOHN COLUCCI
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CompensationExplanation/CompensationExplanationGrp/PersonNm2TROY SUDECK
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CompensationExplanation/CompensationExplanationGrp/PersonNm4JOSEPH SLES
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BELLE MEAD
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DELEGATE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-4421
IRS990EZ/OtherExpensesTotalAmt09067
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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/PrintingPublicationsPostageAmt0226
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04000
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WWW.MONTGOMERYPBA.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt014970
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt010000
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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/ExplanationTxt1EXPENSES INFORMATION TECHNOLOGY 219 DONATIONS 8,440 BANK FEES 178 NJ CHARITIES FILING FEE 150 TREASURERS BRIEFCASE 80 TOTAL 9,067
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PRIOR YEAR ADJ -4,421
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 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-03
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
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472608170
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02667 NOTTINGHAM WAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HAMILTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
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ReturnHeader/PreparerPersonGrp/PreparationDt02021-08-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID A LAUER CPA
ReturnHeader/ReturnTs02021-09-10T08:37:43-05:00
ReturnHeader/ReturnTypeCd0990EZ
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ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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Filings