Montgomery County Community Action Development Commission FY2023 filing

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To provide direct services to the poor and to combat poverty for local residents

501(c)(3) charity; gifts are tax-deductible.
98¢ of each $1 spent went to programs.
$103K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · 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
2 of 6
filings with a surplus
Average surplus $79K a year · 1% of revenue · last 6 filings
Worth a look: a surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
98%
of spending
Looks good: 98% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$103K
to officers and key staff · 1.0% of spending
Looks good: pay to officers and key staff is 1% of spending; 15% or less.
Pt VII · Sec A
<1 mo
of spending, in cash
Worth a look: 0.5 months of spending in cash; under 1.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $16
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$407K
36% of total assets
Looks good: liabilities are 36% of assets; 50% or less.
Pt X · Ln 26
Independent board members
14
of 14 voting members
Looks good: 14 of 14 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$10.4M
+7% vs prior year
Spent
$10.6M
To programs
98%
Net assets
$734K
By yearFY2020–FY2025
Revenue
$10.4M
FY2023▲ +7%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.3M
FY2021$5.8M
FY2022$9.7M
FY2023$10.4M
FY2024$8.9M
FY2025$1.4M
Expenses
$10.6M
FY2023▲ +8%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.3M
FY2021$5.9M
FY2022$9.7M
FY2023$10.6M
FY2024$7.9M
FY2025$1.7M
Net assets
$734K
FY2023▼ -19%
Tap a bar for its year
Net assets by fiscal year
FY2020$998K
FY2021$950K
FY2022$905K
FY2023$734K
FY2024$1.8M
FY2025$1.6M

From the FY2023 Form 990 (year ending June 2023) · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Nov 1969.

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

Where the money goes

98 cents of each dollar spent went to programs.

Program services 98% · $10.4M Management & general 2% · $169K Fundraising 0% · $23K

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

15 people listed on the 990; $103K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
Executive Director
$102,510Pt VII · Sec A
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
President
$0Pt VII · Sec A

Rick Beaton’s $108K as Executive Director is at the 43rd percentile of top reported officer pay among 3868 $1–10M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Rick Beaton$108,473$104,331$102,510$110,248$92,092$90,203

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 Montgomery County Community Action Development Commission executive salaries →

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 15aNo

Programs and updates

Helps local residents by providing direct services and fighting poverty.

Questions for Montgomery County Community Action Development Commission

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3 programs · $1.7M · in their own filed words · FY2022
01

Community Services Program-Provides outreach & referral services, case management, employment opportunities and administration of other programs

$1.6Mprogram expense
02

Food Resources-Provides surplus commodities and emergency foods through local food cupboards

$68Kprogram expense
03

Other Programs-Provide direct services to the poor to promote self-sufficiency and initiate community action and economic development

$66Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · funders on record
Grants received · FY2023
Total grants receivedfrom 1 funder$16

Federal money

Single Audit · Federal Audit Clearinghouse · money spent from federal programs
Year ending Jun 2025 · $1.3M federal money spent
Community Services Block GrantDepartment of Health and Human Services · ALN 93.569 · Through C000082098$1.3M

The auditor reported no findings.

Year ending Jun 2024 · $8.6M federal money spent
Emergency Rental Assistance ProgramDepartment of the Treasury · ALN 21.023 · Through Montgomery County$7.4M
Community Services Block GrantDepartment of Health and Human Services · ALN 93.569 · Through PA Department of Community and Economic Development$1.1M
State Administrative Matching Grants for the Supplemental Nutrition Assistance ProgramDepartment of Agriculture · ALN 10.561 · Through PA Department of Human Services$18K

The auditor reported no findings.

Year ending Jun 2023 · $20.1M federal money spent
Emergency Rental Assistance ProgramDepartment of the Treasury · ALN 21.023 · Through Montgomery County$16.5M
Community Services Block GrantDepartment of Health and Human Services · ALN 93.569 · Through Pennsylvania Department of Community & Economic Development$3.5M
Supplemental Nutrition Assistance ProgramDepartment of Agriculture · ALN 10.561 · Through PA Department of Human Services$73K

The auditor reported no findings.

Year ending Jun 2022 · $9.5M federal money spent
Emergency Rental Assistance ProgramDepartment of the Treasury · ALN 21.023 · Through Montgomery County$7.7M
Community Services Block GrantDepartment of Health and Human Services · ALN 93.569 · Through Pennsylvania Department of Community and Economic Development$1.8M
State Administrative Matching Grants for the Supplemental Nutrition Assistance ProgramDepartment of Agriculture · ALN 10.561 · Through Pennsylvania Department of Public Welfare$36K

The auditor reported no findings.

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$10.4M
Ln 12
Gifts and grantsLn 1h$10.3M
Fees for servicesLn 2g$104K
Investment incomeLn 3$335
Money outPt IX
$10.6M
Ln 25
Programscol B$10.4M
Managementcol C$169K
Fundraisingcol D$23K
Owns and owesPt X
$734K
net assets · Ln 32
Cash and savingsLn 1–2$418K
Total assetsLn 16$1.1M
LiabilitiesLn 26$407K
PeoplePt VI, VII
15
listed · VII A
PaidVII A1
Voting boardVI 1a14
IndependentVI 1b14
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$10.3M
Government grantsLn 1e$10.3M
Fees for servicesLn 2g$104K
Investment incomeLn 3$335
Total revenueLn 12$10.4M
Assets in detailPt X, end of year
CashLn 1$297
SavingsLn 2$418K
Cash and savings togetherLn 1–2$418K
Land, buildings, equipmentLn 10c$456K
Total assetsLn 16$1.1M
LiabilitiesLn 26$407K
Net assetsLn 32$734K
OperationsPt I, VI
EmployeesI 518
VolunteersI 60
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$2.6M$418K
Land, buildings, equipmentLn 10c$484K$456K
Total assetsLn 16$3.5M$1.1M
LiabilitiesLn 26$2.6M$407K
Net assetsLn 32$905K$734K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$126K$63K$57K$6K
Other salaries and wagesLn 7$771K$743K$23K$6K
Pension plan contributionsLn 8$6K$5K$870$145
Other employee benefitsLn 9$120K$114K$5K$888
Payroll taxesLn 10$72K$65K$6K$898
Legal feesLn 11b$4K$4K
Accounting feesLn 11c$38K$31K$7K$928
Other fees for servicesLn 11g$92K$75K$15K$2K
Advertising and promotionLn 12$3K$3K$180$15
Office expensesLn 13$44K$27K$15K$787
OccupancyLn 16$123K$106K$15K$2K
TravelLn 17$7K$6K$531$83
Conferences, conventions and meetingsLn 19$10K$8K$2K$253
Depreciation, depletion and amortizationLn 22$28K$21K$6K$633
InsuranceLn 23$55K$45K$8K$1K
Other expenses (24a–d)Ln 24$9.1M$9.1M$5K$655
Total functional expensesLn 25$10.6M$10.4M$169K$23K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Apr 6, 2026 $1.4M$1.7M−$308K$1.6M 990 PDF
FY2024Filed with the IRS Mar 12, 2025 $8.9M$7.9M$1.0M$1.8M 990 PDF
FY2023 ViewingFiled with the IRS Apr 16, 2024 $10.4M$10.6M−$171K$734K 990 PDF
FY2022Filed with the IRS Apr 18, 2023 $9.7M$9.7M−$46K$905K 990 PDF
FY2021Filed with the IRS Jan 28, 2022 $5.8M$5.9M−$48K$950K 990 PDF
FY2020Filed with the IRS Mar 1, 2021 $1.3M$1.3M$123$998K 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $10,392,562 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $9,676,211$10,288,635
I-9 Program service revenuePrior year $24,793$103,592
I-10 Investment incomePrior year $443$335
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $9,701,447$10,392,562
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $1,040,151$1,095,024
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $8,707,123$9,468,621
I-18 Total expensesPrior year $9,747,274$10,563,645
I-19 Revenue less expensesPrior year −$45,827−$171,083
Part VI · Governance 14 of 14 board members independent, 2 to look at
VI-1a Voting members of the governing body14
VI-1b Independent voting members14
VI-13 Written whistleblower policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $10,392,562 across 6 lines filed
VIII-1e Government grants$10,251,273
VIII-1f All other contributions, gifts and grants$37,362
VIII-1h Total contributions, gifts and grants$10,288,635
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $103,592$103,592
VIII-3 Investment incomeExcluded from tax $335$335
VIII-12 Total revenueRelated to mission $103,592 · Unrelated business $0 · Excluded from tax $335$10,392,562
Part IX · Statement of functional expenses $10,563,645 across 16 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $63,079 · Management $56,771 · Fundraising $6,308$126,158
IX-7 Other salaries and wagesPrograms $743,183 · Management $22,532 · Fundraising $5,558$771,273
IX-8 Pension plan contributionsPrograms $4,785 · Management $870 · Fundraising $145$5,800
IX-9 Other employee benefitsPrograms $114,014 · Management $5,281 · Fundraising $888$120,183
IX-10 Payroll taxesPrograms $64,760 · Management $5,952 · Fundraising $898$71,610
IX-11b Legal feesManagement $3,811$3,811
IX-11c Accounting feesPrograms $30,629 · Management $6,605 · Fundraising $928$38,162
IX-11g Other fees for servicesPrograms $75,451 · Management $14,806 · Fundraising $1,981$92,238
IX-12 Advertising and promotionPrograms $2,564 · Management $180 · Fundraising $15$2,759
IX-13 Office expensesPrograms $27,470 · Management $15,333 · Fundraising $787$43,590
IX-16 OccupancyPrograms $105,542 · Management $15,238 · Fundraising $2,087$122,867
IX-17 TravelPrograms $6,163 · Management $531 · Fundraising $83$6,777
IX-19 Conferences, conventions and meetingsPrograms $8,346 · Management $1,517 · Fundraising $253$10,116
IX-22 Depreciation, depletion and amortizationPrograms $21,071 · Management $6,390 · Fundraising $633$28,094
IX-23 InsurancePrograms $45,201 · Management $8,219 · Fundraising $1,370$54,790
IX-24 Other expenses (24a–d)Programs $9,059,461 · Management $5,301 · Fundraising $655$9,065,417
IX-25 Total functional expensesPrograms $10,371,719 · Management $169,337 · Fundraising $22,589$10,563,645
Part X · Balance sheet $1,140,462 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $297$297
X-2 Savings and temporary cash investmentsStart of year $2,549,942$418,039
X-4 Accounts receivableStart of year $418,910$243,682
X-9 Prepaid expenses and deferred chargesStart of year $20,980$22,220
X-10c Land, buildings and equipment, netStart of year $484,318$456,224
X-16 Total assetsStart of year $3,474,447$1,140,462
X-17 Accounts payable and accrued expensesStart of year $75,347$73,378
X-19 Deferred revenueStart of year $2,091,309$333,541
X-25 Other liabilitiesStart of year $403,165$0
X-26 Total liabilitiesStart of year $2,569,821$406,919
X-27 Net assets without donor restrictionsStart of year $570,770$637,219
X-28 Net assets with donor restrictionsStart of year $333,856$96,324
X-32 Total net assets or fund balancesStart of year $904,626$733,543
X-33 Total liabilities and net assetsStart of year $3,474,447$1,140,462
Part XI · Reconciliation of net assets $733,543 net assets at year end
XI-1 Total revenue$10,392,562
XI-2 Total expenses$10,563,645
XI-3 Revenue less expenses−$171,083
XI-4 Net assets at start of year$904,626
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$733,543

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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