The Montclair Foundation nurtures growth in our community through support and grant giving to local non-profits and the preservation of the historic Van Vleck House & Gardens which are open to the public.

501(c)(3) charity; gifts are tax-deductible.
77¢ of each $1 spent went to programs.
Run by 100 volunteers and 13 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average surplus $73K a year · 5% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
77%
of spending
Looks good: 77% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$147K
to officers and key staff · 10% of spending
Looks good: pay to officers and key staff is 10% of spending; 15% or less.
Pt VII · Sec A
6 mo
of spending, in cash
Plus $6.7M in investments, Pt X · Ln 11–13
Looks good: 6.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
6
named funders · $116K
Looks good: 6 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$1.0M
12% of total assets
Looks good: liabilities are 12% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 19 voting members
Concern: none of 19 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.2M
+20% vs prior year
Spent
$1.5M
To programs
77%
Net assets
$7.8M
By yearFY2020–FY2025
Revenue
$2.2M
FY2025▲ +20%
Tap a bar for its year
Revenue by fiscal year
FY2020$811K
FY2021$985K
FY2022$1.2M
FY2023$1.1M
FY2024$1.9M
FY2025$2.2M
Expenses
$1.5M
FY2025▲ +2%
Tap a bar for its year
Expenses by fiscal year
FY2020$977K
FY2021$1.0M
FY2022$1.1M
FY2023$1.6M
FY2024$1.5M
FY2025$1.5M
Net assets
$7.8M
FY2025▲ +15%
Tap a bar for its year
Net assets by fiscal year
FY2020$6.6M
FY2021$7.6M
FY2022$6.4M
FY2023$6.0M
FY2024$6.8M
FY2025$7.8M

From the FY2025 Form 990 (year ending June 2025) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Sep 1993.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

77 cents of each dollar spent went to programs.

Program services 77% · $1.2M Management & general 16% · $241K Fundraising 7% · $102K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

17 people listed on the 990; $147K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
President
$146,561Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Trustee
$0Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Mark E Packer$146,561$127,500$1$102,500$66,667—
Charles Fischer————$44,123$92,000
Andee Bertsche——$1———
Christine James——$1———
Richard Ferrari——$1———
Eliot Mosby——$1———
Torben Winther——$1———
Deborah Hirsch——$1———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Montclair Foundation INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Supports local nonprofits and preserves historic gardens for community growth.

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Provided by the organization

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2 programs · $1.2M · in their own filed words · FY2024
01

Preservation of the Van Vleck House and Garden, a 5.8 acre site in Montclair, NJ, whose gardens are open to the public for horticultural education and use of the builidng located on the estate as offices and program facilties for other New Jersey nonprofit organizations and community groups.

$976Kprogram expense
02

Charitable gifts made to non-profit organizations which address local needs in the area of health, education, cultural, social service and the overall quality of life

$175Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 6 funders →
Grants paid · 30 grants · $295K · 2019–2024
Montclair Ambulance UnitNJ · FY2024$15,000
Tonis KitchenNJ · FY2024$10,000
Succeed2getherNJ · FY2024$10,000
Imani INCNJ · FY2024$10,000
Human Needs Food Pantry INCNJ · FY2024$10,000
MeshNJ · FY2024$7,000
The Kindersmile FoundationNJ · FY2024$7,000
Human Needs Food Pantry INCNJ · FY2023$7,000
HomecorpFY2023$6,500
Neighborhood Child Care CenterFY2022$10,000
Human Needs Food Pantry INCNJ · FY2022$10,000
Tonis KitchenMA · FY2022$7,500
Neighborhood Child Care CenterFY2021$10,000
Main Street Counseling CenterFY2021$10,000
Human Needs Food Pantry INCNJ · FY2021$10,000
See all 30 grants →

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$2.2M
Ln 12
Gifts and grantsLn 1h$1.5M
Investment incomeLn 3$367K
Other incomeLn 4–11$321K
Money outPt IX
$1.5M
Ln 25
Programscol B$1.2M
Managementcol C$241K
Fundraisingcol D$102K
Owns and owesPt X
$7.8M
net assets · Ln 32
Cash and savingsLn 1–2$754K
Total assetsLn 16$8.8M
LiabilitiesLn 26$1.0M
PeoplePt VI, VII
17
listed · VII A
PaidVII A1
Voting boardVI 1a19
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.5M
Fees for servicesLn 2g$60K
Investment incomeLn 3$367K
Other incomeLn 4–11$321K
Gains on assetsLn 7$0
Total revenueLn 12$2.2M
Assets in detailPt X, end of year
CashLn 1$277K
SavingsLn 2$477K
Cash and savings togetherLn 1–2$754K
InvestmentsLn 11–13$6.7M
Land, buildings, equipmentLn 10c$1.3M
Other assetsLn 15$0
Total assetsLn 16$8.8M
LiabilitiesLn 26$1.0M
Net assetsLn 32$7.8M
OperationsPt I, VI
EmployeesI 513
VolunteersI 6100
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$395K$754K
InvestmentsLn 11–13$5.8M$6.7M
Land, buildings, equipmentLn 10c$1.3M$1.3M
Total assetsLn 16$7.6M$8.8M
LiabilitiesLn 26$875K$1.0M
Net assetsLn 32$6.8M$7.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$175K$175K
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$157K$63K$63K$31K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$421K$242K$120K$59K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$58K$35K$15K$8K
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$44K$44K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$0
Office expensesLn 13$0
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$0
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$80K$80K
InsuranceLn 23$0
Other expenses (24a–d)Ln 24$499K$499K
All other expensesLn 24e$62K$59K$4K
Total functional expensesLn 25$1.5M$1.2M$241K$102K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $2.2M$1.5M$753K$7.8M 990 PDF
FY2024 $1.9M$1.5M$406K$6.8M 990 PDF
FY2023 $1.1M$1.6M−$543K$6.0M 990 PDF
FY2022 $1.2M$1.1M$28K$6.4M 990 PDF
FY2021 $985K$1.0M−$38K$7.6M 990 PDF
FY2020 $811K$977K−$166K$6.6M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $2,247,673 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,179,769$1,499,046
I-9 Program service revenuePrior year $58,835$60,310
I-10 Investment incomePrior year $292,751$367,453
I-11 Other revenuePrior year $341,157$320,864
I-12 Total revenuePrior year $1,872,512$2,247,673
I-13 Grants and similar amounts paidPrior year $127,000$175,000
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $583,115$635,587
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $756,699$683,790
I-18 Total expensesPrior year $1,466,814$1,494,377
I-19 Revenue less expensesPrior year $405,698$753,296
Part VI · Governance 0 of 19 board members independent, no flags
VI-1a Voting members of the governing body19
VI-1b Independent voting members0
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $2,247,673 across 9 lines filed
VIII-1f All other contributions, gifts and grants$1,499,046
VIII-1h Total contributions, gifts and grants$1,499,046
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $60,310$60,310
VIII-3 Investment incomeExcluded from tax $367,453$367,453
VIII-5 Royalties$0
VIII-6 Net rental income or lossRelated to mission $180,014$180,014
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$140,850
VIII-12 Total revenueRelated to mission $240,324 · Excluded from tax $367,453$2,247,673
Part IX · Statement of functional expenses $1,494,377 across 31 lines filed
IX-1 Grants to domestic organizationsPrograms $175,000$175,000
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $62,694 · Management $62,694 · Fundraising $31,347$156,735
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $241,781 · Management $120,127 · Fundraising $59,134$421,042
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxesPrograms $35,261 · Management $14,760 · Fundraising $7,789$57,810
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting feesManagement $43,516$43,516
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-12 Advertising and promotion$0
IX-13 Office expenses$0
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 Occupancy$0
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $79,547$79,547
IX-23 Insurance$0
IX-24 Other expenses (24a–d)Programs $498,627$498,627
IX-24e All other expensesPrograms $58,564 · Fundraising $3,536$62,100
IX-25 Total functional expensesPrograms $1,151,474 · Management $241,097 · Fundraising $101,806$1,494,377
Part X · Balance sheet $8,836,490 assets, 20 lines filed
X-1 Cash, non-interest-bearingStart of year $37,570$277,164
X-2 Savings and temporary cash investmentsStart of year $357,127$476,725
X-3 Pledges and grants receivable$0
X-4 Accounts receivableStart of year $57,731$83,872
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $8,396$1,250
X-10c Land, buildings and equipment, netStart of year $1,330,706$1,319,541
X-11 Publicly traded securitiesStart of year $5,845,347$6,677,938
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assets$0
X-16 Total assetsStart of year $7,636,877$8,836,490
X-17 Accounts payable and accrued expensesStart of year $7,137$44,068
X-19 Deferred revenueStart of year $12,050$51,200
X-25 Other liabilitiesStart of year $856,246$944,162
X-26 Total liabilitiesStart of year $875,433$1,039,430
X-27 Net assets without donor restrictionsStart of year $6,761,444$7,797,060
X-32 Total net assets or fund balancesStart of year $6,761,444$7,797,060
X-33 Total liabilities and net assetsStart of year $7,636,877$8,836,490
Part XI · Reconciliation of net assets $7,797,060 net assets at year end
XI-1 Total revenue$2,247,673
XI-2 Total expenses$1,494,377
XI-3 Revenue less expenses$753,296
XI-4 Net assets at start of year$6,761,444
XI-5 Net unrealized gains (losses) on investments$303,161
XI-9 Other changes in net assets−$20,841
XI-10 Net assets at end of year$7,797,060

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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