Montgomery County Association: Nonprofit Profile, Financials & Form 990 (EIN 23-1880187)

Montgomery County Association Form 990 (PDF) Claim this org

Form 990 (PDF) Claim this org

Status and standing

Is it real, and can you give to it?

Tax-deductible?

Not on file

Can I give now?

No revocation on IRS record

Not on the IRS revocation list.

Filing up to date?

No filing since FY2020 — 6 yrs

Legal name (IRS)Hdr · item CMontgomery County Association

EINHdr · item D23-1880187

Exempt statusHdr · item I501(c)(3) · active

Latest filingForm 990FY2020 · Form 990

Principal addressHdr · item CMalvern, PA

NTEE classificationIRS BMFNonprofit

WebsiteHdr · item Jtcsr.realtor

Financial health

Is it on solid ground?

Surplus margin

+25%

revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2020 · Form 990

Revenue less expensesPt I · Ln 19$238K

Total assetsPt X · Ln 16$0

Program-expense ratioPt IX · col B—

Voting members of governing bodyPt I · Ln 319

Independent voting membersPt I · Ln 419

Balance Sheet

Part X · end of year

CashLn 1—

Total assetsLn 16$0

Total liabilitiesLn 26$0

Total net assetsLn 32$0

Statement of Revenue

Part VIII

Program service revenue$637K · 66%

Other revenue$316K · 33%

Investment income$15K · 2%

Program service revenue66%$637K

Other revenue33%$316K

Investment income2%$15K

Total revenueLn 12$968K

Financial Metrics

Form 990 · FY2020 · each ratio shown with the dollars behind it

Liquidity & Payout

Operating runway

Highly liquid reserves — · Operating expenses/yr $730K

Highly liquid reserves (cash & marketable securities on Pt X) ÷ monthly operating expenses (Pt IX total, less non-cash grants & depreciation when reported).

Where the money goes

Program services

Program services — · Total expenses $730K

—

Management & General

Management & general — · Total expenses $730K

—

Fundraising

Fundraising — · Total expenses $730K

—

Cost to raise $1

Fundraising expense — · Solicited contributions —

Solicited contributions below reporting floor

Where the money comes from

Contribution dependence

Contributions & grants $0 · Total revenue $968K

Government reliance

Government grants — · Total revenue $968K

—

Earned-income share

Program service revenue $637K · Total revenue $968K

66%

Investment reliance

Investment income $15K · Total revenue $968K

+2%

Program self-sufficiency

Program service revenue $637K · Total expenses $730K

87%

Growth & trend

Revenue growth (YoY)

This year $968K · Prior year —

No prior year on file

Net-asset trend (YoY)

End of year $0 · Beginning of year —

Beginning net assets not meaningfully positive — showing dollar change

Balance sheet

Surplus Margin

Revenue $968K · Expenses $730K

+25%

Liabilities-to-Assets

Total liabilities — · Total assets $0

—

Net-asset ratio

Net assets $0 · Total assets $0

—

Marketable Investment Share

Publicly traded securities (Pt X, ln 11) $0 · Other securities (Pt X, ln 12) $0 · Total assets (Pt X, ln 16) $0

Excludes program-related investments (Pt X, ln 13)

People & payroll

Highest Reported Total Compensation

Individual Gail J Fusco · Reported title EXECUTIVE OFFICER · Highest reported compensation $157K · Total expenses $730K

22%

Personnel share

Salaries, benefits & payroll (Pt IX 5-10) $340K · Total expenses $730K

47%

Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

Metric	This org	Peer median	Percentile
Legal fee ratio	1%	—	—
Accounting fee ratio	2%	—	—

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Leadership and pay

Who runs it, and what are they paid?

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation

Gail J Fusco

Executive Officer

$157,195Pt VII · Sec A

James Cassidy JR

Director

$0Pt VII · Sec A

Theresa Kehler

Director

$0Pt VII · Sec A

Amanda Helwig

Director

$0Pt VII · Sec A

William J Kelly III

Director

$0Pt VII · Sec A

Michael Maerten

Director

$0Pt VII · Sec A

Loretta McKeogh

Director

$0Pt VII · Sec A

Mary Morsa

Secretary/Treasurer

$0Pt VII · Sec A

See Montgomery County Association executive salaries →

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Governance & Policies

Part VI

19Voting board membersPt VI · Ln 1a
19Independent board membersPt VI · Ln 1b
Conflict-of-interest policyPt VI · Ln 12aNo
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14No
Top official’s pay independently reviewedPt VI · Ln 15aNo
Family or business ties among leadersPt VI · Ln 2No

Mission and programs

What it does.

Advocates for ethical real estate, educates members, and preserves property rights.

Provided by the organization

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Mission & Programs · Part III

Where the work happens

1 program service, described in the organization's own filed words · FY2020.

Educational, promotional & similar activities for the professional & business development of member realtors.

Pt IX · col B

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Filing history

Every return on file.

Year	Revenue	Expenses	Change	Filing
FY2020 Latest Viewing	$968K	$730K		990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Not shown yet: ratings, outcomes, and peer benchmarks. A Form 990 doesn’t report them.

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Sources

Every figure above is drawn from these filings

Form 990 e-file (XML) · FY2020IRS

Classification, formation year, addressIRS Business Master File

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