MONTGOMERY BAR ASSOCIATION

EIN: 230888123

NORRISTOWN, PA

Total Revenue
$1,917,911
Total Expenses
$2,150,675
Total Assets
$3,080,134
Net Assets
$2,567,189
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Financial Trends

Organization Details

Formation Year
1930
Legal Domicile
PA
Principal Officer
DENISE VICARIO
Phone
6102799660
Tax Period
2023-01-01 to 2023-12-31

MONTGOMERY BAR ASSOCIATION, founded in 1930, is a community nonprofit that reported $1.9M in total revenue in fiscal year 2023. Expenses of $2.2M exceeded revenue, resulting in a 12% operating deficit.

Mission

THE MISSION OF THE MONTGOMERY BAR ASSOCIATION IS TO PROMOTE PROFESSIONAL EXCELLENCE,FACILITATE ACCESS TO JUSTICE AND PROTECT THE INTEGRITY OF HTE LEGAL SYSTEM THROUGH SERVICE TO OUR MEMBERS AND COMMUNITY. MONTGOMERY BAR ASSOCIATION EMBRACES ITS RESPONSIBILITY TO PROVIDE ACCESS TO JUSTICE FOR ALL, EMPOWER MEMBERS TO EXHIBIT THE HIGHEST ETHICAL CONDUCT, CIVILITY, AND TECHNICAL COMPETENCE, AND WORK COOPERATIVELY WITH THE JUDICIARY IN ADDRESSING EMERGING LEGAL ISSUES IN MONTGOMERY COUNTY.

Program Service Accomplishments

Program 1
Expenses: $532,129 Revenue: $811,004

MONTGOMERY COUNTY LAW REPORTER - PUBLICATION OF LEGAL JOURNAL TO KEEP MEMBERS INFORMED ABOUT LEGAL MATTERS.

Program 2
Expenses: $509,930 Revenue: $685,103

PROGRAMS AND EVENTS - MEETING, SEMINARS, DINNERS, AND OTHER EVENTS FOR MEMBERS SUPERVISED BY VARIOUS COMMITTEES OF THE ASSOCIATION

Program 3
Expenses: $199,699 Revenue: $187,615

BENCH BAR CONFERENCE

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $1,769,191
Investment Income $110,316
Other Revenue $38,404
TOTAL REVENUE $1,917,911

Expense Breakdown

Grants Paid $35,311
Salaries & Benefits $814,243
Fundraising Expenses $0
Program Expenses $1,302,260
Other Expenses $655,981
TOTAL EXPENSES $2,150,675

Year-over-Year Comparison

2023 2022 Change
Revenue $1,917,911 $1,899,975 +0.0%
Expenses $2,150,675 $2,034,603 +0.1%
Net Income $-232,764 $-134,628 +0.7%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Governance

Voting Members
26
Independent Members
25
Employees
11
Volunteers
25

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
7
$186,834
Total Directors
26
$186,834
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DENISE VICARIO EXECUTIVE DIRECTOR 45.00
Officer Director
$175,500 $11,334 $186,834
SARINIA FEINMAN IMMEDIATE PAST PRESIDENT 1.00
Officer Director
$0 $0 $0
JUSTIN A BAYER PRESIDENT 1.00
Officer Director
$0 $0 $0
LISA A SHEARMAN PRESIDENT- ELECT 1.00
Officer Director
$0 $0 $0
SETH WILSON VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
COLIN O'BOYLE TREAUSRER 1.00
Officer Director
$0 $0 $0
JOSEPH WALSH SECRETARY 1.00
Officer Director
$0 $0 $0
MARK D TURETSKY BOARD MEMBER 1.00
Director
$0 $0 $0
ETHAN O'SHEA BOARD MEMBER 1.00
Director
$0 $0 $0
MARY KAY KELM BOARD MEMBER 1.00
Director
$0 $0 $0
PATRICE M TURENNE BOARD MEMBER 1.00
Director
$0 $0 $0
EMILY GREER HIPPLER BOARD MEMBER 1.00
Director
$0 $0 $0
JIMMY CHONG BOARD MEMBER 1.00
Director
$0 $0 $0
DAVID DOWNEY BOARD MEMBER 1.00
Director
$0 $0 $0
JASON EDWARDS BOARD MEMBER 1.00
Director
$0 $0 $0
MARK FISCHER BOARD MEMBER 1.00
Director
$0 $0 $0
CARY HALL BOARD MEMBER 1.00
Director
$0 $0 $0
JOHN HAN BOARD MEMBER 1.00
Director
$0 $0 $0
REBECCA HOBBS BOARD MEMBER 1.00
Director
$0 $0 $0
LAUREN HUGHES BOARD MEMBER 1.00
Director
$0 $0 $0
KELLEY MENZANO FAZZINI BOARD MEMBER 1.00
Director
$0 $0 $0
RANDI RUBIN BOARD MEMBER 1.00
Director
$0 $0 $0
REBECCA SALLEN BOARD MEMBER 1.00
Director
$0 $0 $0
JAMES SCHU BOARD MEMBER 1.00
Director
$0 $0 $0
ANITA SETH BOARD MEMBER 1.00
Director
$0 $0 $0
AAROM WEEMS BOARD MEMBER 1.00
Director
$0 $0 $0
JAMES MATHIAS DIRECTOR MARKETING 45.00
Highest
$100,500 $18,000 $118,500
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $1,917,911 $2,150,675 $3,080,134 $-232,764
2022 $1,899,975 $2,034,603 $3,236,244 $-134,628
2021 $1,849,760 $1,967,949 $3,805,202 $-118,189
2020 $1,512,043 $1,742,079 $3,743,511 $-230,036
2019 $2,231,297 $2,252,167 $3,833,066 $-20,870
2018 $2,199,708 $2,389,498 $3,591,181 $-189,790
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