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Nonprofiteer
← FAMILY SERVICE OF MONTGOMERY COUNTY PA

Form 990 for tax year 2024

Filed by FAMILY SERVICE OF MONTGOMERY COUNTY PA.

Totals

Total revenue
$12,070,286
Total expenses
$11,225,657
Contributions and grants received
$8,271,403
Grants paid
$0
Program service revenue
$3,545,933
Investment income
$249,539
Other revenue
$3,411
Total assets, end of year
$11,492,193
Total liabilities, end of year
$533,680
Net assets or fund balances, end of year
$10,958,513
Program services expenses (Part IX)
$10,180,792
Management and general expenses
$806,644
Fundraising expenses
$238,221
Program service expenses (Part III)
$10,180,792

Program services were 90.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $37,460

  • 1e · Government grants (contributions)

    $7,735,120

  • 1f · All other contributions, gifts and grants

    $498,823

  • 2a · Program service revenue: COUNSELING & SERVICE FEES

    total $3,517,165 · related or exempt $3,517,165

  • 2b · Program service revenue: OTHER PROGRAM INCOME

    total $28,768 · related or exempt $28,768

  • 3 · Investment income

    total $201,150 · excluded $201,150

  • 6a · Gross rents

    real property $45,214

  • 6b · Less rental expenses

    real property $45,414

  • 6c · Rental income or loss

    real property -$200

  • 6d · Net rental income or loss

    total -$200 · excluded -$200

  • 7a · Gross sales of assets other than inventory

    securities $531,280

  • 7b · Less cost or other basis and sales expenses

    securities $482,891

  • 7c · Gain or loss

    securities $48,389

  • 7d · Net gain or loss

    total $48,389 · excluded $48,389

  • 8a · Fundraising events: gross income

    $3,856

  • 8a · Fundraising events: contributions included on line 1c

    $37,460

  • 8b · Fundraising events: direct expenses

    $6,050

  • 8c · Net income from fundraising events

    total -$2,194 · excluded -$2,194

  • 11a · Other revenue: CAPITAL ONE REWARDS

    total $5,805 · excluded $5,805

  • 11e · Other revenue, total

    $5,805

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $199,330 · program services $163,451 · management and general $35,879

  • 7 · Other salaries and wages

    total $3,027,977 · program services $2,547,987 · management and general $322,030 · fundraising $157,960

  • 8 · Pension plan contributions

    total $143,138 · program services $126,645 · management and general $9,813 · fundraising $6,680

  • 9 · Other employee benefits

    total $562,259 · program services $473,450 · management and general $61,344 · fundraising $27,465

  • 10 · Payroll taxes

    total $300,207 · program services $252,789 · management and general $32,753 · fundraising $14,665

  • 11b · Fees: legal

    total $2,000 · program services $2,000

  • 11c · Fees: accounting

    total $89,675 · program services $89,675

  • 11f · Fees: investment management

    total $9,100 · program services $9,100

  • 11g · Fees: other

    total $1,478,858 · program services $1,380,498 · management and general $93,278 · fundraising $5,082

  • 14 · Information technology

    total $43,965 · program services $43,965

  • 16 · Occupancy

    total $131,457 · program services $113,191 · management and general $16,859 · fundraising $1,407

  • 22 · Depreciation, depletion and amortization

    total $52,346 · program services $50,839 · fundraising $1,507

  • 24a · Other expenses: CLIENT ASSISTANCE

    total $4,627,053 · program services $4,626,645 · management and general $408

  • 24b · Other expenses: OPERATING EXPENSES

    total $523,613 · program services $265,296 · management and general $234,280 · fundraising $24,037

  • 24c · Other expenses: BUILDING AND EQUIPMENT

    total $34,679 · program services $35,261 · management and general $0 · fundraising -$582

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,007,435 · end of year $721,652

  • 3 · Pledges and grants receivable

    beginning of year $1,277,081 · end of year $1,540,918

  • 9 · Prepaid expenses and deferred charges

    beginning of year $24,834 · end of year $103,463

  • 10a · Land, buildings and equipment: cost or other basis

    $2,043,916

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,288,327

  • 10c · Land, buildings and equipment, net

    beginning of year $809,764 · end of year $755,589

  • 11 · Investments: publicly traded securities

    beginning of year $6,928,741 · end of year $8,368,231

  • 14 · Intangible assets

    beginning of year $2,340 · end of year $2,340

  • 17 · Accounts payable and accrued expenses

    beginning of year $617,311 · end of year $528,803

  • 23 · Secured mortgages and notes payable

    beginning of year $9,021 · end of year $2,227

  • 25 · Other liabilities

    beginning of year $2,650 · end of year $2,650

  • 27 · Net assets without donor restrictions

    beginning of year $8,856,116 · end of year $10,385,222

  • 28 · Net assets with donor restrictions

    beginning of year $565,097 · end of year $573,291

Mission and programs · 2024

Mission

SEE SCHEDULE O

Activities or mission (Part I)

STRENGTHEN THE QUALITY OF LIFE FOR INDIVIDUALS AND FAMILIES IN OUR COMMUNITY.

  • SUBSTANCE ABUSE PREVENTION: SCHOOL-BASED, IN-HOME AND COMMUNITY-BASED SERVICES ARE PROVIDED TO PREVENT AND INTERVENE IN THE PROBLEM BEHAVIORS THAT CONTRIBUTE TO SUBSTANCE ABUSE, VIOLENCE, AND ANTI-SOCIAL BEHAVIOR. PREVENTION INITIATIVES INCLUDE POTTSTOWN FAMILY CENTER, CHELTENHAM COMMUNITIES THAT CARE (CTC), POTTSTOWN COMMUNITY COALITION FOR YOUTH, MONTGOMERY COUNTY DRUG AND ALCOHOL COMMUNITY PREVENTION PROJECT, AS WELL AS A VARIETY OF NATIONAL MODEL PARENT EDUCATION AND FAMILY STRENGTHENING PROGRAMS. THE FAMILY CENTERS SERVE FAMILIES WITH THE FOLLOWING PROGRAMS AND SERVICES: PARENTS AS TEACHERS; PARENT CAF, FAMILIES IN RECOVERY; POTTSTOWN EARLY ACTION FOR KINDERGARTEN READINESS (PEAK); PARENT EDUCATION WORKSHOPS; PARENT-CHILD PLAYGROUPS; FAMILY REUNIFICATION AND CHILD ABUSE PREVENTION PROGRAMS. THE FAMILY CENTERS SERVE FAMILIES WITH THE FOLLOWING PROGRAMS AND SERVICES: PARENTS AS TEACHERS; PARENT CAF, FAMILIES IN RECOVERY; POTTSTOWN EARLY ACTION FOR KINDERGARTEN READINESS (PEAK); PARENT EDUCATION WORKSHOPS; PARENT-CHILD PLAYGROUPS; FAMILY REUNIFICATION AND CHILD ABUSE PREVENTION PROGRAMS. MONTGOMERY COUNTY REENTRY INITIATIVE WAS ESTABLISHED BY THE AGENCY IN COLLABORATION WITH MONTGOMERY COUNTY CORRECTIONAL FACILITY, MONTGOMERY COUNTY ADULT PROBATION AND PAROLE DEPARTMENT, AND THE CRIMINAL JUSTICE ADVISORY BOARD IN RESPONSE TO THE NEED TO INTERVENE WITH HIGH RISK INDIVIDUALS TO REDUCE THE RATES OF RECIDIVISM IN MONTGOMERY COUNTY, AND TO INCREASE THE LIKELIHOOD OF SUCCESSFUL REENTRY. CASE MANAGEMENT, NATIONAL MODEL INTERVENTION APPROACHES AND SUPPORTIVE SERVICES ARE PROVIDED IN THE CORRECTIONAL FACILITY, THE COMMUNITY AND IN-HOME.

    Expenses $3,812,203 · Revenue $14,844

  • HOUSING - HOUSING RESOURCE CENTER (HRC) IS A RAPID RE-HOUSING PROGRAM THAT CONNECTS FAMILIES AND INDIVIDUALS EXPERIENCING HOMELESSNESS TO PERMANENT HOUSING WE PROVIDE PERMANENT SUPPORTIVE HOUSING FOR VULNERABLE POPULATIONS WHO ARE HOUSING UNSTABLE. THE SHARE HOUSING PROGRAM MATCHES HOME HOSTS WITH HOME SHARERS, ONE OF WHOM MUST BE A SENIOR, TO HELP ADDRESS THE HOUSING CRISIS IN MONTGOMERY COUNTY. THE ALTERNATIVE RESPONSE HOUSING INITIATIVE (ARHI) PROVIDES SHORT-TERM ASSISTANCE AND CASE MANAGEMENT TO FAMILIES REFERRED BY THE MONTGOMERY COUNTY OFFICE OF CHILDREN AND YOUTH. MONTGOMERY COUNTY REENTRY INITIATIVE WAS ESTABLISHED BY THE AGENCY IN COLLABORATION WITH MONTGOMERY COUNTY CORRECTIONAL FACILITY, MONTGOMERY COUNTY ADULT PROBATION AND PAROLE DEPARTMENT, AND THE CRIMINAL JUSTICE ADVISORY BOARD IN RESPONSE TO THE NEED TO INTERVENE WITH HIGH RISK INDIVIDUALS TO REDUCE THE RATES OF RECIDIVISM IN MONTGOMERY COUNTY, AND TO INCREASE THE LIKELIHOOD OF SUCCESSFUL REENTRY. CASE MANAGEMENT, NATIONAL MODEL INTERVENTION APPROACHES AND SUPPORTIVE SERVICES ARE PROVIDED IN THE CORRECTIONAL FACILITY, THE COMMUNITY AND IN-HOME.

    Expenses $2,390,858

  • HEALTH AND WELLNESS: PROJECT HOPE PROVIDES SERVICES TO THOSE INFECTED WITH OR AT RISK FOR HIV/AIDS. THE SERVICES AVAILABLE FROM PROJECT HOPE ARE: HIV ANTIBODY TESTING, MEDICAL CASE MANAGEMENT, PREVENTION EDUCATION, HOUSING, TRANSPORTATION, NUTRITIONAL EDUCATION, AND BEHAVORIAL HEALTH COUNSELING.

    Expenses $3,234,797 · Revenue $3,470,380

  • OLDER ADULTS: SERVICES TO SENIORS INCLUDE MEALS ON WHEELS IN WHICH MEALS ARE DELIVERED BY VOLUNTEERS FIVE DAYS A WEEK (SEVEN DAYS AS NEEDED) TO THE HOMEBOUND ELDERLY. PROJECT HEARTH (HELPING ELDERLY ADULTS REMAIN IN THEIR HOMES) INCLUDES MENTAL HEALTH COUNSELING AND VOLUNTEER SUPPORT SERVICES. HEARTH VOLUNTEER SUPPORT SERVICES ASSIST SENIORS TO REMAIN INDEPENDENT IN THEIR HOMES BY PROVIDING A RANGE OF SERVICES.

    Expenses $742,934 · Revenue $60,709

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Angelina Banks

    MEMBER

    Total calculated
    $0
    Hours/week
    5

  • Teresa M Metzler

    TREASURER

    Total calculated
    $0
    Hours/week
    5

  • Susan Angel Beck

    SECRETARY

    Total calculated
    $0
    Hours/week
    5

  • Steven J Smith

    MEMBER

    Total calculated
    $0
    Hours/week
    5

  • Lindsay M Galvan

    MEMBER

    Total calculated
    $0
    Hours/week
    5

  • Denise Cook

    FIRST VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • David I Grunfeld

    MEMBER

    Total calculated
    $0
    Hours/week
    5

  • Christopher Manchin

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • Christal West

    MEMBER

    Total calculated
    $0
    Hours/week
    5

  • Brian Hanlon

    MEMBER

    Total calculated
    $0
    Hours/week
    5

  • Erik Schuster

    MEMBER

    Total calculated
    $0
    Hours/week
    5

  • James E Giammaruti

    PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • W Douglas Hager

    MEMBER

    Total calculated
    $0
    Hours/week
    5

  • Elizabeth A Sysak

    MEMBER

    Total calculated
    $0
    Hours/week
    5

  • Kelly Canally

    CEO/DIRECTOR OF PROGRAMS

    Total calculated
    $199,330
    From this org
    $197,522
    From related orgs
    $0
    Other
    $1,808
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $167,117
    Bonus
    $30,405
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $1,808
    Filer's total
    $199,330

  • Nancy Banta

    DIRECTOR OF FINANCE

    Total calculated
    $126,124
    From this org
    $125,392
    From related orgs
    $0
    Other
    $732
    Hours/week
    35

  • Karen Konnick

    DIRECTOR OF MARKETING & DEVELOPMENT

    Total calculated
    $110,874
    From this org
    $109,347
    From related orgs
    $0
    Other
    $1,527
    Hours/week
    35

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2024
Filed
9 December 2025
IRS schema version
2024v5.2
Source object
202503439349301005

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