MONTGOMERY COUNTY FOUNDATION INC

EIN: 233070457 501(c)(3) Public & Societal Benefit

BLUE BELL, PA

Total Revenue
$1,101,432
Total Expenses
$1,156,606
Total Assets
$8,354,757
Net Assets
$7,781,207
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2001
Legal Domicile
PA
Principal Officer
VIRGINIA FRANTZ
Phone
4845327387
Tax Period
2025-01-01 to 2025-12-31

MONTGOMERY COUNTY FOUNDATION INC, founded in 2001, is a community nonprofit in the Public & Societal Benefit sector that reported $1.1M in total revenue in fiscal year 2025. Net assets of $7.8M represent 85 months of operating reserves.

Mission

TO DEVELOP, RECEIVE, ADMINISTER AND MANAGE, UNDER COMMUNITY CONTROL, FUNDS RECEIVED FROM PUBLIC AND PRIVATE SOURCES AND DISTRIBUTE THEM FOR CHARITABLE PURPOSES, PRIMARILY TO MEET LOCAL NEEDS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $906,229
Program Service Revenue $0
Investment Income $176,836
Other Revenue $18,367
TOTAL REVENUE $1,101,432

Expense Breakdown

Grants Paid $356,698
Salaries & Benefits $514,165
Fundraising Expenses $39,973
Program Expenses $964,733
Other Expenses $285,743
TOTAL EXPENSES $1,156,606

Year-over-Year Comparison

2025 2024 Change
Revenue $1,101,432 $1,113,162 0.0%
Expenses $1,156,606 $1,029,555 +0.1%
Net Income $-55,174 $83,607 -1.7%
Key Indicators
✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
12
Independent Members
12
Employees
4
Volunteers
N/A

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
6
$288,834
Total Directors
12
$288,834
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
VIRGINIA FRANTZ PRESIDENT AND CEO 40.00
Officer Director
$129,202 $29,824 $159,026
CINDY DICCIANNI RN CHFC CSA CLTC VICE CHAIRPERSON 1.00
Officer Director
$0 $0 $0
DR THURMAN D BOOKER SECRETARY 1.00
Officer Director
$0 $0 $0
SHEILA D STITH CSA TREASURER 1.00
Officer Director
$0 $0 $0
WILLIAM G TONER CO-CEO 1.00
Officer Director
$129,808 $0 $129,808
DR A KIRK FIELD BOARD MEMBER 1.00
Director
$0 $0 $0
CATHERINE M HARPER ESQ CHAIRPERSON 1.00
Officer Director
$0 $0 $0
GERALD E GORSKI BOARD MEMBER 1.00
Director
$0 $0 $0
MARSHA B BOLDEN ESQ BOARD MEMBER 1.00
Director
$0 $0 $0
JOHN RULE ESQ BOARD MEMBER 1.00
Director
$0 $0 $0
REBECCA M FARNSWORTH CFA BOARD MEMBER 1.00
Director
$0 $0 $0
JOSEPH ST PEDRO CEO BOARD MEMBER 1.00
Director
$0 $0 $0
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
2025 $1,101,432 $1,156,606 $8,354,757 $-55,174
2024 $1,113,162 $1,029,555 $7,713,861 $83,607
2023 $1,940,090 $1,022,291 $7,333,542 $917,799
2022 $845,541 $1,098,092 $5,786,273 $-252,551
2021 $2,066,247 $1,197,230 $6,846,904 $869,017
2020 $2,095,255 $2,087,852 $5,743,180 $7,403
2019 $1,010,606 $1,103,990 $5,097,707 $-93,384
2018 $949,305 $922,763 $4,520,630 $26,542
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