Montgomery Bar Association logo

Montgomery Bar Association

Public charity · Grantmaker Norristown, PA EIN: 23-0888123 Website

The mission of the Montgomery Bar Association is to promote professional excellence,facilitate access to justice and protect the integrity of hte legal system through service to our members and community. Montgomery Bar Association embraces its responsibility to provide access to justice for all, empower members to exhibit the highest ethical conduct, civility, and technical competence, and work cooperatively with the judiciary in addressing emerging legal issues in Montgomery county.

Key facts about Montgomery Bar Association

In short: Montgomery Bar Association gave $35K across 2 grants in 2024 (avg $18K), mostly in Pennsylvania. Source: 2024 IRS Form 990.

EIN
23-0888123
Latest 990 filing
Form 990, 2024
Annual giving (2024)
$35,011
Grants made (2024)
2
Average grant
$17,506
Median grant
$17,506
Total assets
$2,804,639
Primary geography
Pennsylvania (100% of itemized 2024 grant dollars)

Data from IRS Form 990, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990 · View filing

Total Assets

$2.8M

-8.9% YoY

Annual Giving

$35K

-0.8% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$18K

-0.8% YoY

How Montgomery Bar Association gives

  • Giving held roughly steady from 2021 to 2024 (−12%). Method

From the foundation's IRS Form 990 filings. Methodology.

About Montgomery Bar Association

Based on IRS filings

Montgomery Bar Association is a public charity, based in Norristown, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.8M in total assets. In 2024, it awarded 2 grants totaling $35K. Net investment income was $95K.

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3 open opportunities from Montgomery Bar Association

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2024 grant dollars across all 2 itemized grants.

States

Cities

Norristown

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K2 grants2020 2 grants2021 2 grants2022 2 grants2023 2 grants2024

From 2020 to 2024, annual grant giving ranged from $35K (2024) to $47K (2022). In 2024 it made 2 grants totaling $35K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Montgomery County Legal Aid: $20KMontgomery County Legal Aid$20KMontgomery Child Advocacy Project: $15KMontgomery Child AdvocacyProject$15K

The largest 2024 recipient was Montgomery County Legal Aid ($20K). Together the top 2 received $35K.

Grant Size Distribution

10 grants across all recorded years

10<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 10 grants of 10 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Montgomery County Legal Aid Norristown, PAGeneral Support$20,000
Montgomery Child Advocacy Project Norristown, PAGeneral Support$15,011

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$1M$2M$3M2020 2021 2022 2023 2024
Metric202420232022
Total Assets$2,804,639$3,080,134$3,236,244
Revenue$1,803,078$1,917,911$1,899,975
Expenses$1,999,404$2,150,675$2,034,603
Net Investment Income$94,579$110,316$106,439

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2020 (received by the IRS November 12, 2021)
  2. Updated Form 990 for fiscal year 2021 (received by the IRS November 3, 2022)
  3. Updated Form 990 for fiscal year 2022 (received by the IRS November 15, 2023)
  4. Updated Form 990 for fiscal year 2023 (received by the IRS November 15, 2024)
  5. Updated Form 990 for fiscal year 2024 (received by the IRS November 13, 2025)
  6. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Montgomery Bar Association is led by Denise Vicario, Executive Director since 2022 (on filings since 2020); 2 of 27 officers listed in 2024 are compensated.

Officers on the 2024 filing

  • Denise Vicario

    Executive Director

    Executive Di → Executive Director, 2022

    On filings since 2020

    45 hrs/week

    $75K (2020) → $175K (2024)

  • Lisa A. Shearman

    President

    Vice President → President- Elect, 2023

    President- Elect → President, 2024

    On filings since 2020

    1 hr/week

    No compensation reported

  • James Mathias

    Director Marketing

    Director Mar → Director Marketing, 2022

    On filings since 2020

    45 hrs/week

    $145K (2020) → $102K (2024)

  • Justin A. Bayer

    Immediate Past President

    President-Elect → President, 2023

    President → Immediate Past President, 2024

    On filings since 2020

    1 hr/week

    No compensation reported

  • Rebecca Sallen

    Board Member

    On filings since 2020

    1 hr/week

    No compensation reported

  • Aaron D. Weems

    Board Member

    On filings since 2021

    1 hr/week

    No compensation reported

  • Mary K. Kelm

    Secretary

    Board Member → Secretary, 2024

    On filings since 2021

    1 hr/week

    No compensation reported

  • Seth D. Wilson

    President Elect

    Treasurer → Vice President, 2023

    Vice President → President Elect, 2024

    On filings since 2021

    1 hr/week

    No compensation reported

  • Colin J. O' Boyle

    Vice President

    Secretary → Treausrer, 2023

    Treausrer → Vice President, 2024

    On filings since 2022

    1 hr/week

    No compensation reported

  • Anita Seth

    Board Member

    On filings since 2023

    1 hr/week

    No compensation reported

  • Cary B. Hall

    Board Member

    On filings since 2023

    1 hr/week

    No compensation reported

  • David Downey

    Board Member

    On filings since 2023

    1 hr/week

    No compensation reported

  • James G. Schu

    Board Member

    On filings since 2023

    1 hr/week

    No compensation reported

  • Jimmy C. Chong

    Board Member

    On filings since 2023

    1 hr/week

    No compensation reported

  • John S. Han

    Board Member

    On filings since 2023

    1 hr/week

    No compensation reported

  • Joseph P. Walsh

    Treasurer

    Secretary → Treasurer, 2024

    On filings since 2023

    1 hr/week

    No compensation reported

  • Kelley Menzano Fazzini

    Board Member

    On filings since 2023

    1 hr/week

    No compensation reported

  • Laueren A. Hughes

    Board Member

    On filings since 2023

    1 hr/week

    No compensation reported

  • Mark R. Fischer Jr.

    Board Member

    On filings since 2023

    1 hr/week

    No compensation reported

  • Randi L. Rubin

    Board Member

    On filings since 2023

    1 hr/week

    No compensation reported

  • Rebecca A. Hobbs

    Board Member

    On filings since 2023

    1 hr/week

    No compensation reported

  • Elizabeth Early

    Board Member

    New on the 2024 filing

    1 hr/week

    No compensation reported

  • Jeffrey S. Feldman

    Board Member

    New on the 2024 filing

    1 hr/week

    No compensation reported

  • Nathan Murawsky

    Board Member

    New on the 2024 filing

    1 hr/week

    No compensation reported

  • Robert Sebia

    Board Member

    New on the 2024 filing

    1 hr/week

    No compensation reported

  • Sharron L. Rex

    Board Member

    New on the 2024 filing

    1 hr/week

    No compensation reported

  • Timothy M. Knowles

    Board Member

    New on the 2024 filing

    1 hr/week

    No compensation reported

Former officers (29)
  • Former: Sarinia Feinman (2020–2023) — Immediate Past President
  • Former: Emily Greer Hippler (2021–2023) — Board Member
  • Former: Ethan R. O'Shea Esq. (2021–2023) — Board Member
  • Former: Mark D. Turetsky (2021–2023) — Board Member
  • Former: Patrice M. Turenne (2021–2023) — Board Member
  • Former: Jason Edwards (2023) — Board Member
  • Former: Aimee L. Kumer Esq. (2020–2021) — Board Member
  • Former: Frank A. Mazzeo Esq. (2020–2021) — Board Member
  • Former: Jacqueline M. Reynolds Esq. (2020–2021) — President
  • Former: John A. Zurzola Esq. (2020–2021) — Board Member
  • Former: Jonathan T. Hoffman Esq. (2020–2021) — Board Member
  • Former: Leno P. Thomas Esq. (2020–2021) — Board Member
  • Former: Marguerite Mary Nocchi Esq. (2020–2021) — Board Member
  • Former: Marilou Watson Esq. (2020–2021) — Board Member
  • Former: Michael J. Lyon Esq. (2020–2021) — Board Member
  • Former: Patrick J. Kurtas Esq. (2020–2021) — Board Member
  • Former: Phillip D. Press Esq. (2020–2021) — Board Member
  • Former: Andrew Levin Esq. (2021) — Board Member
  • Former: Robert Nemeroff Esq. (2021) — Board Member
  • Former: George E. Cardenas (2020) — Information
  • Former: Gerald L. Shoemaker Jr. Esq. (2020) — Board Member
  • Former: Gregory R. Gifford Esq. (2020) — Board Member
  • Former: Joseph A. McNeilis III Esq. (2020) — Board Member
  • Former: Lindsay H. Childs Esq. (2020) — Board Member
  • Former: Melissa Ann Iacobucci Esq. (2020) — Board Member
  • Former: Nancy R. Paul (2020) — Executive Di
  • Former: Obadiah G. English Esq. (2020) — Board Member
  • Former: Samantha A. Magee Esq. (2020) — Board Member
  • Former: William G. Roark Esq. (2020) — Board Member

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2024 IRS filing

Denise Vicario — Executive Director: $175KDenise VicarioExecutive Director$175KJames Mathias — Director Marketing: $102KJames MathiasDirector Marketing$102K

The highest reported compensation on the 2024 filing was $175K, to Denise Vicario (Executive Director). 2 officers or directors reported compensation on that filing.

Frequently asked questions about Montgomery Bar Association

How much does Montgomery Bar Association give each year?

Montgomery Bar Association gave $35K across 2 grants in 2024, according to its 2024 IRS Form 990. In 2023 it gave $35K across 2 grants.

How large is Montgomery Bar Association?

Montgomery Bar Association reported $2.8M in total assets on its 2024 IRS Form 990. Its revenue that year was $1.8M.

Where does Montgomery Bar Association operate?

Montgomery Bar Association has awarded grants in Pennsylvania.

What is Montgomery Bar Association's EIN?

Montgomery Bar Association's EIN (Employer Identification Number) is 23-0888123. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated September 2026. Sourced from IRS Form 990 filings.

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