Form 990 for tax year 2024
Filed by MONTGOMERY COUNTY BAR FOUNDATION.
Totals
- Total revenue
- $283,016
- Total expenses
- $305,986
- Contributions and grants received
- $266,652
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $4,735
- Other revenue
- $11,629
- Total assets, end of year
- $453,793
- Total liabilities, end of year
- $1,736
- Net assets or fund balances, end of year
- $452,057
- Program services expenses (Part IX)
- $111,211
- Management and general expenses
- $152,804
- Fundraising expenses
- $41,971
- Program service expenses (Part III)
- $111,211
Program services were 36.3% 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.
-
1f · All other contributions, gifts and grants
$266,652
-
4 · Income from investment of tax-exempt bond proceeds
total $4,735 · excluded $4,735
-
8a · Fundraising events: gross income
$46,998
-
8b · Fundraising events: direct expenses
$35,369
-
8c · Net income from fundraising events
total $11,629 · excluded $11,629
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $90,360 · program services $36,144 · management and general $36,144 · fundraising $18,072
-
7 · Other salaries and wages
total $76,502 · program services $28,975 · management and general $35,568 · fundraising $11,959
-
8 · Pension plan contributions
total $7,000 · program services $3,360 · management and general $3,220 · fundraising $420
-
10 · Payroll taxes
total $12,049 · program services $4,699 · management and general $5,181 · fundraising $2,169
-
11c · Fees: accounting
total $23,575 · management and general $23,575
-
12 · Advertising and promotion
total $9,351 · fundraising $9,351
-
13 · Office expenses
total $10,619 · management and general $10,619
-
14 · Information technology
total $6,375 · management and general $6,375
-
16 · Occupancy
total $20,400 · management and general $20,400
-
17 · Travel
total $5,568 · program services $5,568
-
19 · Conferences, conventions and meetings
total $910 · program services $910
-
22 · Depreciation, depletion and amortization
total $2,576 · management and general $2,576
-
23 · Insurance
total $4,780 · management and general $4,780
-
24a · Other expenses: FORECLOSURE SERVICES
total $13,936 · program services $13,936
-
24b · Other expenses: LEGALSERVER (CASE MANAG
total $8,352 · program services $8,352
-
24c · Other expenses: VOLUNTEER RECOGNITION
total $7,008 · program services $7,008
-
24d · Other expenses: MISCELLANEOUS
total $4,366 · management and general $4,366
-
24e · All other expenses
total $2,259 · program services $2,259
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $124,241 · end of year $98,624
-
2 · Savings and temporary cash investments
beginning of year $345,561 · end of year $350,297
-
10a · Land, buildings and equipment: cost or other basis
$15,706
-
10b · Land, buildings and equipment: accumulated depreciation
$10,834
-
10c · Land, buildings and equipment, net
beginning of year $7,448 · end of year $4,872
-
17 · Accounts payable and accrued expenses
beginning of year $2,223 · end of year $1,736
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $475,027 · end of year $452,057
Mission and programs · 2024
Mission
TO PROVIDE FREE LEGAL REPRESENTATION FOR INDIGENT DEFENDANTS IN CIVIL CASES.
-
PROVIDING QUALITY LEGAL ASSISTANCE TO LOCAL CITIZENS WHO ARE INVOLVED IN LEGAL CONFLICTS WHERE THEY ARE UNILATERALLY DISARMED BY THEIR ECONOMIC HARDSHIPS WHEN FACING A PLAINTIFF REPRESENTED BY COUNSEL.
Expenses $111,211
As filed on the 2024 return.
Listed in Part VII
-
LASHANDRA WARREN-BARNES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
CHAD COOK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
SHAWN COLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
LANDON ELY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
EFFIE HAWTHORNE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
TYNER HELMS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
LILLIE HOBSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
GAVIN KING
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
ERIKA MCKAY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
AMANDA SENN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
MARY CAM RAYBON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
ASHLEY PENHALE
PRESIDENT
- Total calculated
- $0
- Hours/week
- 3
-
LAKESHA SHAHID
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 3
-
MATTHEW WARD
SECRETARY
- Total calculated
- $0
- Hours/week
- 3
-
TAMIKA WATKINS
TREASURER
- Total calculated
- $0
- Hours/week
- 3
-
PEYTON FAULK
EXECUTIVE DIRECTOR
- Total calculated
- $90,360
- From this org
- $81,000
- From related orgs
- $0
- Other
- $9,360
- Hours/week
- 40
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.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 18 August 2025
- IRS schema version
- 2024v5.2
- Source object
- 202502339349301210
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