MONTGOMERY BAR FOUNDATION: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MONTGOMERY BAR FOUNDATION (EIN 23-2436024)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-06
- IRS object ID
- 202022809349300917
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-06T09:54:10-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232344279 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DRESLIN AND COMPANY INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 W GERMANTOWN PIKE STE 150 | AddressLine1Txt |
| City | E NORRITON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 194011386 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232436024 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTGOMERY BAR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MONT | BusinessNameControlTxt |
| Phone | 6102799660 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 268 | AddressLine1Txt |
| City | NORRISTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 194040268 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DENISE S VICARIO | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6102799660 | PhoneNum |
| Signature | 2020-10-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RONALD L MINNINGER CPA | PreparerPersonNm |
| PTIN | P01405636 | PTIN |
| Phone | 6102723571 | PhoneNum |
| Preparation | 2020-10-04 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.254.190.161 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-04 | IPDt |
| IP Tm | 14:33:44 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 71F53AA482BA0127EF435CA6A75BD716C8599657 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 71F53AA482BA0127EF435CA6A75BD716C8599657 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DENISE S VICARIO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 W AIRY ST | AddressLine1Txt |
| City | NORRISTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $213,642 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MONTGOMERYBARFOUNDATION.ORG/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1986 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | AS A PUBLIC CHARITY, MONTGOMERY BAR FOUNDATION'S MISSION IS TO IMPROVE, FACILITATE AND SUPPORT JUSTICE AND FAIR TREATMENT FOR ALL, AND TO OFFER CONTINUING LEGAL EDUCATION TO ATTORNEYS PRACTICING LAW WITHIN MONTGOMERY COUNTY, PENNSYLVANIA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $89,740 | PYContributionsGrantsAmt |
| CY Contributions Grants | $83,549 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $75,690 | PYInvestmentIncomeAmt |
| CY Investment Income | $29,612 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$2,968 | PYOtherRevenueAmt |
| CY Other Revenue | -$9,882 | CYOtherRevenueAmt |
| PY Total Revenue | $162,462 | PYTotalRevenueAmt |
| CY Total Revenue | $103,279 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $80,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $89,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,665 | PYOtherExpensesAmt |
| CY Other Expenses | $15,191 | CYOtherExpensesAmt |
| PY Total Expenses | $88,665 | PYTotalExpensesAmt |
| CY Total Expenses | $104,191 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $73,797 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$912 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,067,653 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,268,538 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,067,653 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,268,538 | NetAssetsOrFundBalancesEOYAmt |
| Mission | OUR MISSION IS TO IMPROVE, FACILITATE AND SUPPORT JUSTICE AND FAIR TREATMENT FOR ALL. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $89,000 | ExpenseAmt |
| Grant | $89,000 | GrantAmt |
| Desc | THE BAR FOUNDATION SEEKS TO ADVANCE THIS MISSION WITH GRANTS TO ORGANIZATIONS AND PROGRAMS THAT FACILITATE ACCESS TO JUSTICE BY PROVIDING FREE LEGAL AND LAW-RELATED SERVICES TO VICTIMS OF CRIME, POVERTY, ABUSE AND DISCRIMINATION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,831 | ExpenseAmt |
| Desc | ACCESS TO JUSTICE; REENTRY CLINIC | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $91,831 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6102799660 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 W AIRY ST | AddressLine1Txt |
| City | NORRISTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| ROBERT A BACINE | ||||||
| TRUSTEE AND TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| VIRGINIA FRANTZ | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVEN H LUPIN | ||||||
| TRUSTEE AND VICE PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| NANCY R PAUL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM PUGH | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOEL D ROSEN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BARBARA SMITH | ||||||
| TRUSTEE AND SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CARL N WEINER | ||||||
| TRUSTEE AND PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SETH D WILSON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| C SHAWN BOEHRINGER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DANIEL P GERAGHTY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATE M HARPER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM L LANDSBURG | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICK J KURTAS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARY C PUGH | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL L RAINONE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $34,696 | FundraisingAmt |
| All Other Contributions | $48,853 | AllOtherContributionsAmt |
| Total Contributions | $83,549 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,204 | TotalRevenueColumnAmt |
| Exclusion | $31,204 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $93,285 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $94,877 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,592 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,592 | TotalRevenueColumnAmt |
| Exclusion | -$1,592 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $5,604 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $34,696 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $15,486 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$9,882 | TotalRevenueColumnAmt |
| Exclusion | -$9,882 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $103,279 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $19,730 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,000 | TotalAmt |
| Program Services | $89,000 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,250 | TotalAmt |
| Management And General | $1,250 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,940 | TotalAmt |
| Management And General | $9,940 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $846 | TotalAmt |
| Management And General | $846 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $324 | TotalAmt |
| Management And General | $324 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Total | $2,831 | TotalAmt |
| Program Services | $2,831 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,191 | TotalAmt |
| Program Services | $91,831 | ProgramServicesAmt |
| Management And General | $12,360 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,650 | BOYAmt |
| EOY | $51,187 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,025,990 | BOYAmt |
| EOY | $1,213,496 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,013 | BOYAmt |
| EOY | $3,855 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,067,653 | BOYAmt |
| EOY | $1,268,538 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,067,653 | BOYAmt |
| EOY | $1,268,538 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,067,653 | BOYAmt |
| EOY | $1,268,538 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,067,653 | BOYAmt |
| EOY | $1,268,538 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$912 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $201,797 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | 0 | FSAuditedInd |
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $65,993 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $78,697 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $80,602 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $89,740 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $83,549 | CurrentTaxYearAmt |
| Total | $398,581 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,184 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,170 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,730 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,892 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,604 | CurrentTaxYearAmt |
| Total | $112,580 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $101,177 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $108,867 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $109,332 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $102,632 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $89,153 | CurrentTaxYearAmt |
| Total | $511,161 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $511,161 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,166 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,939 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,248 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $75,690 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,612 | CurrentTaxYearAmt |
| Total | $162,655 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,166 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,939 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,248 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $75,690 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,612 | CurrentTaxYearAmt |
| Total | $162,655 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $112,343 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $127,806 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $136,580 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $178,322 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $118,765 | CurrentTaxYearAmt |
| Total | $673,816 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.75860 | PublicSupportCY509Pct |
| Public Support PY509 | 0.78080 | PublicSupportPY509Pct |
| Investment Income CY | 0.24140 | InvestmentIncomeCYPct |
| Investment Income PY | 0.21920 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF OUTING | Event1Nm |
| Gross Receipts Event1 | $40,300 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $34,696 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $5,604 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $11,300 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $1,914 | OtherDirectExpensesEvent1Amt |
| Event2 | FOUNDATION FELLOWS RECEPTION | Event2Nm |
| Gross Receipts Event2 | $0 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $0 | CharitableContriEvent2Amt |
| Other Direct Expenses Event2 | $2,272 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $40,300 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $34,696 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $5,604 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $11,300 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $4,186 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $15,486 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$9,882 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|
| LEGAL AID OF SOUTHEASTERN PA | ||||||
| 625 SWEDE ST | NORRISTOWN | PA | 19401 | 231901014 | $37,000 | GENERAL SUPPORT |
| MONTGOMERY CHILD ADVOCACY PROJECT | ||||||
| 409 CHERRY ST | NORRISTOWN | PA | 19401 | 201460574 | $20,000 | GENERAL SUPPORT |
| MONTGOMERY COUNTY FOUNDATION INC | ||||||
| 4 SENTRY PARKWAY | BLUE BELL | PA | 19422 | 236298550 | $10,000 | GENERAL SUPPORT |
| SENIOR LAW CENTER | ||||||
| 1500 JOHN F KENNEDY BLVD | PHILADELPHIA | PA | 19102 | 232169936 | $5,000 | GENERAL SUPPORT |
| HIAS PENNSYLVANIA | ||||||
| 2100 ARCH ST | PHILADELPHIA | PA | 19103 | 231405597 | $5,000 | GENERAL SUPPORT |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE EXECUTIVE DIRECTOR REVIEWS FORM 990 WITH THE TREASURER. |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON REQUEST. |
| FORM 990, PART XII, LINE 2C | THE OVERSIGHT AND SELECTION PROCESS HAS NOT CHANGED DURING THE YEAR. |
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