Montgomery Pba Charitable Fund

Nonprofit profile at a glance

EIN
453739928
IRS 990-EZ coverage
2016–2023
Forms available
Form 990-EZ 2023, Form 990-N 2015
Location
Belle Mead, NJ, USA
Phone
9083593222
Rating
84
Verdict
STRONG
Rating confidence
Moderate
Sector
Public Foundations

Official website

Reported finances

Revenue
$33,173
Expenses
$28,309
Assets
$74,394

Source: IRS Form 990-EZ. Selected filing: tax year 2023. Amounts in USD.

Leadership & pay

6 people listed

Executive titles in this filing

  • JOHN COLUCCI (PRESIDENT)

People named in this filing

  • JOHN COLUCCI (PRESIDENT)
  • DEWITT GILES (VICE PRESIDE)
  • CHRISTOPHER PARLOW (TREASURER)

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 2023. Names and roles reflect this filing, not necessarily current officeholders.

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.

What it reported doing in 2023

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.

Operating model

Revenue model
Other-operating. 85% of the money available for current operations came from other operating revenue.
Distribution model
Hybrid. The nonprofit split its reported program spending across 70% for direct work, and 30% for grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Revenue has declined or grown slowly and reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 90
  • Transparency & Controls: 82
  • Sustainability: 59
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 84.9%; rating input score 85
  • Program expense ratio: 99.5%; rating input score 99

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 14.7%; rating input score 68; 68th percentile among comparable filings
  • Total-asset coverage ratio: 2.63; rating input score 71; 71st percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 1.4% per year; rating input score 100; 54th percentile among comparable filings
  • Revenue growth: -3.9% per year; rating input score 0; 39th percentile among comparable filings
  • Asset growth: 7.9% per year; rating input score 100; 66th percentile among comparable filings

Details

  • Where the money goes: 84.9% of revenue deployed · 99.5% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $28K in reported program spending
  • Leadership: top reported pay $0 · 6 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 8 filing years from 2016 to 2023
  • Contacts: How to reach this organization
  • 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.

  • High — Growth: Revenue growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.