Nonprofit · EIN 23-0888123
MONTGOMERY BAR ASSOCIATION
Tax-exempt · NORRISTOWN, PA 19401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,803,078 | $1,999,404 | -$196,326 | $2,804,639 | $569,343 | $2,235,296 |
| December 31, 2023 | 990 | $1,917,911 | $2,150,675 | -$232,764 | $3,080,134 | $512,945 | $2,567,189 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,661,007
- Investment income
- $94,579
- Net rental income
- $17,999
- Net gain from sales of assets
- $37,623
- Other revenue
- $47,492
Expenses
- Grants and similar amounts paid
- $35,011
- Benefits paid to members
- $580,221
- Compensation of officers, directors and key employees
- $185,130
- Other salaries and wages
- $427,361
- Salaries, compensation and benefits (total)
- $757,877
- Professional fundraising fees
- $0
- Accounting fees
- $18,737
- Occupancy
- $61,954
- Depreciation
- $118,006
- Program services (functional)
- $1,181,569
- Management and general (functional)
- $817,835
Balance sheet and other
- Total assets, start of year
- $3,080,134
- Total assets, end of year
- $2,804,639
- Total liabilities, end of year
- $569,343
- Net assets, end of year
- $2,235,296
- Land, buildings and equipment
- $756,207
- Publicly traded securities
- $670,168
- Net assets without donor restrictions
- $2,235,296
- Gross unrelated business income
- $36,478
- Gross receipts
- $2,417,665
- Employees
- 11
- Volunteers
- 18
- Year formed
- 1930
- State of legal domicile
- PA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DENISE VICARIO | EXECUTIVE DIRECTOR Trustee or director, Officer | 45 | $174,763 | $10,368 |
| JAMES MATHIAS | DIRECTOR MARKETING Highest-paid employee | 45 | $101,500 | $18,000 |
| LISA A SHEARMAN | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| SETH D WILSON | PRESIDENT ELECT Trustee or director, Officer | 1 | $0 | $0 |
| JUSTIN BAYER | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| COLIN J O' BOYLE | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| JOSEPH P WALSH | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| MARY K KELM | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| JIMMY C CHONG | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DAVID DOWNEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CARY B HALL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOHN S HAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| REBECCA A HOBBS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LAUEREN A HUGHES | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KELLEY MENZANO FAZZINI | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
12 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFREY S FELDMAN | BOARD MEMBER Trustee or director | 1 | $0 |
| MARK R FISCHER JR | BOARD MEMBER Trustee or director | 1 | $0 |
| TIMOTHY M KNOWLES | BOARD MEMBER Trustee or director | 1 | $0 |
| SHARRON L REX | BOARD MEMBER Trustee or director | 1 | $0 |
| RANDI L RUBIN | BOARD MEMBER Trustee or director | 1 | $0 |
| JAMES G SCHU | BOARD MEMBER Trustee or director | 1 | $0 |
| ANITA SETH | BOARD MEMBER Trustee or director | 1 | $0 |
| AARON D WEEMS | BOARD MEMBER Trustee or director | 1 | $0 |
| ELIZABETH EARLY | BOARD MEMBER Trustee or director | 1 | $0 |
| REBECCA SALLEN | BOARD MEMBER Trustee or director | 1 | $0 |
| NATHAN MURAWSKY | BOARD MEMBER Trustee or director | 1 | $0 |
| ROBERT SEBIA | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 27 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DENISE VICARIO | EXECUTIVE DIRECTOR Trustee or director, Officer | 45 | $175,500 | $11,334 |
| JAMES MATHIAS | DIRECTOR MARKETING Highest-paid employee | 45 | $100,500 | $18,000 |
| SARINIA FEINMAN | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| JUSTIN A BAYER | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| LISA A SHEARMAN | PRESIDENT- ELECT Trustee or director, Officer | 1 | $0 | $0 |
| SETH WILSON | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| COLIN O'BOYLE | TREAUSRER Trustee or director, Officer | 1 | $0 | $0 |
| JOSEPH WALSH | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| MARK D TURETSKY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ETHAN O'SHEA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARY KAY KELM | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| PATRICE M TURENNE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| EMILY GREER HIPPLER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JIMMY CHONG | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DAVID DOWNEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JASON EDWARDS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARK FISCHER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CARY HALL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOHN HAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| REBECCA HOBBS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LAUREN HUGHES | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KELLEY MENZANO FAZZINI | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| RANDI RUBIN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| REBECCA SALLEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JAMES SCHU | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ANITA SETH | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| AAROM WEEMS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 100 W AIRY ST, NORRISTOWN, PA 19401-4724
- In care of
- % NANCY PAUL
- Principal officer (990 for 2024)
- DENISE VICARIO, PO BOX 268, NORRISTOWN, PA 194040268
- Signed the 990
- DENISE VICARIO, EXECUTIVE DIRECTOR
- Phone
- (610) 279-9660
- Website
- WWW.MONTGOMERYBAR.ORG
- Return prepared by
- MAILLIE LLP
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 accomplishments
- MONTGOMERY COUNTY LAW REPORTER - PUBLICATION OF LEGAL JOURNAL TO KEEP MEMBERS INFORMED ABOUT LEGAL MATTERS.Expenses $491,850 · revenue $706,157
- PROGRAMS AND EVENTS - MEETING, SEMINARS, DINNERS, AND OTHER EVENTS FOR MEMBERS SUPERVISED BY VARIOUS COMMITTEES OF THE ASSOCIATIONExpenses $421,905 · grants $35,011 · revenue $663,740
- BENCH BAR CONFERENCEExpenses $213,301 · revenue $190,485
- LAWYER REFERRAL SERVICE, LEGAL DIRECTORY, AND CONTINUING LEGAL EDUCATION.Expenses $54,513 · revenue $93,640
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 23-0888123
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1941
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $2,804,639
- Income (IRS master file)
- $2,417,665
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,803,078 | $1,999,404 | $2,804,639 | XML |
| 990 | December 2023 | $1,917,911 | $2,150,675 | $3,080,134 | XML |
| 990 | December 2022 | $1,899,975 | $2,034,603 | $3,236,244 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-0888123).
Questions about MONTGOMERY BAR ASSOCIATION
- What is the EIN of MONTGOMERY BAR ASSOCIATION?
- The employer identification number (EIN) of MONTGOMERY BAR ASSOCIATION is 23-0888123.
- Is MONTGOMERY BAR ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1941.
- Are donations to MONTGOMERY BAR ASSOCIATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does MONTGOMERY BAR ASSOCIATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MONTGOMERY BAR ASSOCIATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONTGOMERY BAR ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of MONTGOMERY BAR ASSOCIATION?
- The 990 for the year ended December 31, 2024 names DENISE VICARIO.
- Who are the officers and directors of MONTGOMERY BAR ASSOCIATION?
- The 990 for the year ended December 31, 2024 lists 27 people; 2 received compensation from the organization, the highest $174,763 (DENISE VICARIO, EXECUTIVE DIRECTOR).
- How much revenue does MONTGOMERY BAR ASSOCIATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,803,078, expenses of $1,999,404 and total assets of $2,804,639 at year end.
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