Bruce Montgomery Foundation For the Arts

Nonprofit profile at a glance

EIN
271954026
IRS 990-EZ coverage
2013–2024
Forms available
Form 990-EZ 2024
Location
Blue Bell, PA, USA
Rating
72
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Public Foundations

Reported finances

Revenue
$107,377
Expenses
$71,669
Assets
$82,733

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

11 people listed

Executive titles in this filing

  • Elizabeth Montgomery Thomas (President/Exec Director)

People named in this filing

  • Elizabeth Montgomery Thomas (President/Exec Director)
  • Victoria T Pohl (Chairman)
  • Kiana Reid (Director)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

See Schedule O

What it reported doing in 2024

The foundation provides grants to young artists pursuing excellence in the performing arts

Operating model

Revenue model
Donor-supported. 99% of the money available for current operations came from contributions and gifts.
Distribution model
Hybrid. The nonprofit split its reported program spending across 71% for direct work, and 29% for grants.

The verdict

SUPPORTED - The filed numbers largely add up and program spending has grown recently. A relatively small share of available resources goes toward mission work and reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 49
  • Transparency & Controls: 100
  • Sustainability: 60
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 41.6%; rating input score 42
  • Program expense ratio: 61.1%; rating input score 61

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: 33.3%; rating input score 86; 86th percentile among comparable filings
  • Total-asset coverage ratio: 1.15; rating input score 64; 64th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 60.4%; rating input score 2; 2nd percentile among comparable filings

Growth

  • Program expense growth: 4.5% per year; rating input score 100; 45th percentile among comparable filings
  • Revenue growth: 2.9% per year; rating input score 100; 36th percentile among comparable filings
  • Asset growth: 9.5% per year; rating input score 100; 60th percentile among comparable filings

Details

  • Where the money goes: 41.6% of revenue deployed · 61.1% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $44K in reported program spending
  • Leadership: top reported pay $0 · 11 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 11 filing years from 2013 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: Filed and resolved organization relationships.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Mission deployment rate scored 42/100.
  • High — Sustainability: Officer compensation ratio scored 2/100.