MONTGOMERY COUNTY FOUNDATION

EIN: 236298550 501(c)(3) Philanthropy & Grantmaking

BLUE BELL, PA

Total Revenue
$478,698
Total Expenses
$505,363
Total Assets
$12,337,739
Net Assets
$12,337,739
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1960
Legal Domicile
PA
Principal Officer
VIRGINIA FRANTZ
Phone
4845327387
Tax Period
2023-01-01 to 2023-12-31

MONTGOMERY COUNTY FOUNDATION, founded in 1960, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $479K in total revenue in fiscal year 2023. Revenue surged 47% from the prior year, signaling strong growth momentum. Net assets of $12.3M represent 309 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. THROUGH THEIR MISSION, THE FOUNDATION MANAGES CHARITABLE FUNDS, DISTRIBUTES REVENUE AND PORTIONS OF PRINCIPAL, WHEN PERMITTED, CONSISTENT WITH DONORS' SPECIFIC AND GENERAL INTERESTS. THIS PROCESS ASSISTS IN MAINTAINING AND ENHANCING THE EDUCATIONAL, SOCIAL, CULTURAL, HEALTH AND CIVIC RESOURCES OF THE COMMUNITY.

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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 $0
Investment Income $478,698
Other Revenue $0
TOTAL REVENUE $478,698

Expense Breakdown

Grants Paid $505,150
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $505,363
Other Expenses $213
TOTAL EXPENSES $505,363

Year-over-Year Comparison

2023 2022 Change
Revenue $478,698 $326,164 +0.5%
Expenses $505,363 $568,098 -0.1%
Net Income $-26,665 $-241,934 -0.9%
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

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Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
4
Independent Members
4
Employees
N/A
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
0
$0
Total Directors
4
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DR THURMAN D BOOKER DISTRIBUTION COMMITTEE MEM 1.00
Director
$0 $0 $0
CINDY DICCIANNI DISTRIBUTION COMMITTEE MEM 1.00
Director
$0 $0 $0
HARVEY STRAUSS DISTRIBUTION COMMITTEE MEM 1.00
Director
$0 $0 $0
WILLIAM L LANDSBURG ESQ DISTRIBUTION COMMITTEE MEM 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 No data No data No data No data
2024 No data No data No data No data
2023 $478,698 $505,363 $12,337,739 $-26,665
2022 $326,164 $568,098 $11,056,814 $-241,934
2021 $696,933 $441,417 $14,258,896 $255,516
2020 $57,387 $523,710 $12,904,824 $-466,323
2019 $882,521 $564,577 $12,241,850 $317,944
2018 $514,921 $521,615 $10,697,253 $-6,694
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