Civic Intelligence

Bj Montgomery Discovery Foundation

EIN 81-2960643 • 501(c)3 • West Chester, PA

Profile

The foundation provides charitable financial support and advice for families and individuals who are going through difficult financial and personal times.

312 W Biddle StreetWest Chester, PA 19380

bjmdiscoveryfounda.wixsite.com/website

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

34th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

91st percentile

53%

Higher net margin than 91% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

82nd percentile

29%

Faster asset growth than 82% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2024

Revenue Growth

58th percentile

12%

Faster revenue growth than 58% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$868,788

Up $207,464 (+31%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$868,788

Up $207,464 (+31%) from 2023

Operations
Liabilities / Revenue34th percentileNet Margin91st percentile

Revenue

Up

$225,757

Up $37,993 (+20%) from 2023

Expenses

Down

$105,616

Down $5,599 (-5.0%) from 2023

Net Income

Up

$120,141

Up $43,592 (+57%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth82nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2017: $50,000Liabilities 2017: $0Net Assets 2017: $50,0002017Assets 2018: $100,000Liabilities 2018: $0Net Assets 2018: $100,0002018Assets 2019: $146,245Liabilities 2019: $0Net Assets 2019: $146,2452019Assets 2020: $276,025Liabilities 2020: $0Net Assets 2020: $276,0252020Assets 2021: $401,579Liabilities 2021: $0Net Assets 2021: $401,5792021Assets 2022: $526,127Liabilities 2022: $0Net Assets 2022: $526,1272022Assets 2023: $661,324Liabilities 2023: $0Net Assets 2023: $661,3242023Assets 2024: $868,788Liabilities 2024: $0Net Assets 2024: $868,7882024

Highlighted filing

2024

Assets$868,788
Liabilities$0
Net Assets$868,788
Open 2024 Filing

Operations Trend

Revenue Growth58th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0Revenue 2017: $50,000Expenses 2017: $0Net Income 2017: $50,0002017Revenue 2018: $50,000Expenses 2018: $0Net Income 2018: $50,0002018Revenue 2019: $50,000Expenses 2019: $3,755Net Income 2019: $46,2452019Revenue 2020: $129,780Expenses 2020: $0Net Income 2020: $129,7802020Revenue 2021: $150,000Expenses 2021: $24,446Net Income 2021: $125,5542021Revenue 2022: $180,000Expenses 2022: $62,963Net Income 2022: $117,0372022Revenue 2023: $187,764Expenses 2023: $111,215Net Income 2023: $76,5492023Revenue 2024: $225,757Expenses 2024: $105,616Net Income 2024: $120,1412024

Highlighted filing

2024

Revenue$225,757
Expenses$105,616
Net Income$120,141
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$868,788
Liabilities
$0
Net assets
$868,788
Revenue
$225,757
Expenses
$105,616
Net income
$120,141
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.69$0.00$8.69$2.26$1.06$1.20
2023Detailed filing. Detailed filing data is available for this year.$6.61$0.00$6.61$1.88$1.11$0.77
2022Detailed filing. Detailed filing data is available for this year.$5.26$0.00$5.26$1.80$0.63$1.17
2021Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$1.50$0.24$1.26
2020Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$1.30$0.00$1.30
2019Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.50$0.04$0.46
2018Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.50$0.00$0.50
2017Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.50$0.00$0.50
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 7, 2025
Return Version
2024v5.1
Gross Receipts
$225,757
Mission and Program Overview

Mission

The foundation provides charitable financial support and advice for local families and indviduals who are going through difficult financial and personal times.

The foundation provides charitable financial support and advice for families and individuals who are going through difficult financial and personal times.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$600,005$804,865▲ $204,860
Cash and Non-Interest-Bearing Accounts$61,319$63,923▲ $2,604
Total Assets$661,324$868,788▲ $207,464
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$661,324$868,788▲ $207,464
Total Net Assets Fund Balance$661,324$868,788▲ $207,464
Total Liabilities and Net Assets / Fund Balance$661,324$868,788▲ $207,464

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$804,865--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Elizabeth a KearnsPresident
Eric LorgusDirector
Jordan MartinDirector
Renee Schrupp BurrusDirector
Sherri KellyDirector
Vincent RossiDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$180,000
Program Service Revenue
$0
Investment Income
$45,757
Other Revenue
$0
All Other Contributions
$180,000
Change in Net Assets
$120,141
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$105,616
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$4,526--$4,526
Total Functional Expenses$105,616$0$0$105,616
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section C, Line 19

“The organizations records are open for public inspection upon request.”

Filing and Contact Details

Filer

Filer Name
Bj Montgomery Discovery Foundation
EIN
81-2960643
Phone
6109969468
Address
312 W BIDDLE STREET, West Chester, PA 19380

Signing Officer

Name
Elizabeth a Kearns
Title
President
Phone
6109969468
Signed
2025-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elizabeth a Kearns
Formed
2016
Legal Domicile
Pa
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Anthony J Kubicek CPA
Address
1000 WEST VALLEY RD P O BOX 966, SOUTHEASTERN, PA 19399
Preparer
Anthony J Kubicek
Phone
6109969468
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IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH A KEARNS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06109969468
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BJ MONTGOMERY DISCOVERY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BJMO
ReturnHeader/Filer/EIN0812960643
ReturnHeader/Filer/PhoneNum06109969468
ReturnHeader/Filer/USAddress/AddressLine1Txt0312 W BIDDLE STREET
ReturnHeader/Filer/USAddress/CityNm0West Chester
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019380
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232724740
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANTHONY J KUBICEK CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01000 WEST VALLEY RD P O BOX 966
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUTHEASTERN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019399
ReturnHeader/PreparerPersonGrp/PhoneNum06109969468
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANTHONY J KUBICEK
ReturnHeader/ReturnTs02025-05-07T10:40:14-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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