Civic Intelligence

North Wales Home and School

EIN 20-3404246 • 501(c)3 • North Wales, PA

Profile

Providing educational support, social activities, and staff and teacher appreciation for the North Wales Elementary School community.

Refreshing map…

201 Summit StreetNorth Wales, PA 19454
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

85th percentile

36%

Higher net margin than 85% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

90th percentile

70%

Faster asset growth than 90% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

85th percentile

52%

Faster revenue growth than 85% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$82,272

Up $33,968 (+70%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$82,272

Up $33,968 (+70%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin85th percentile

Revenue

Up

$91,552

Up $31,306 (+52%) from 2024

Expenses

Up

$58,416

Up $17,341 (+42%) from 2024

Net Income

Up

$33,136

Up $13,965 (+73%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth90th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2023: $29,133Liabilities 2023: $0Net Assets 2023: $29,1332023Assets 2024: $48,304Liabilities 2024: $0Net Assets 2024: $48,3042024Assets 2025: $82,272Liabilities 2025: $0Net Assets 2025: $82,2722025

Highlighted filing

2025

Assets$82,272
Liabilities$0
Net Assets$82,272
Open 2025 Filing

Operations Trend

Revenue Growth85th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2023: $50,226Expenses 2023: $51,431Net Income 2023: -$1,2052023Revenue 2024: $60,246Expenses 2024: $41,075Net Income 2024: $19,1712024Revenue 2025: $91,552Expenses 2025: $58,416Net Income 2025: $33,1362025

Highlighted filing

2025

Revenue$91,552
Expenses$58,416
Net Income$33,136
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$82,272
Liabilities
$0
Net assets
$82,272
Revenue
$91,552
Expenses
$58,416
Net income
$33,136
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$82.3$0.00$82.3$91.6$58.4$33.1
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$48.3$0.00$48.3$60.2$41.1$19.2
2023Detailed filing. Detailed filing data is available for this year.$29.1$0.00$29.1$50.2$51.4$1.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 15, 2025
Return Version
2024v5.1
Gross Receipts
$102,603
Mission and Program Overview

Mission

Providing educational support, social activities, and staff and teacher appreciation for the North Wales Elementary School community.

Program Services

DescriptionGrantsExpenses
Fundraising for school activities - Conducted fundraising activities throughout the year such as book fair, fun run, plant sale, holiday shop, school store, glow dance, sports night, etc. These efforts benefit all North Wales Elementary students, staff and families. ~800 people-$22,683
Educational & School Support - After School Art Club, teacher reimbursements and mini-grants, field trips, assemblies. These efforts benefit all North Wales Elementary students, staff and families. ~800 people-$17,242
6th Grade Fund - 6th grade graduation celebrations, end of year party, year book, awards, etc. These efforts benefit North Wales Elementary 6th grade students, staff and families. ~200 people-$10,549
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Josh FormanPresidentPT$0--
Christie BarnardVP - FundraisingPT$0--
Kristen O'BrienSecretaryPT$0--
Heather MarshallCo-Treasurer-$0--
Alyssa WexlerCo-Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
North Wales Home and School
EIN
20-3404246
Phone
2156994471
Address
201 Summit Street, North Wales, PA 19454

Signing Officer

Name
Joshua Forman
Title
President
Phone
6098702568
Signed
2025-11-15
Supplemental Narrative

Additional Explanations

990-EZ, Part I, Line 10

“Used for Mini-grants provided to school staff for the betterment of the classrooms and educational programs. This directly benefits the students.”

Raw XML Appendix210 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Heather Marshall
IRS990EZ/BooksInCareOfDetail/PhoneNum08603052802
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0131 Prospect Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0North wales
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019454
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt049136
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt082272
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/ContributionsGiftsGrantsEtcAmt052439
IRS990EZ/CostOfGoodsSoldAmt011051
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt033136
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt049136
IRS990EZ/Form990TotalAssetsGrp/EOYAmt082272
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01135
IRS990EZ/GrossProfitLossSlsOfInvntryAmt010036
IRS990EZ/GrossReceiptsAmt0102603
IRS990EZ/GrossSalesOfInventoryAmt021087
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InvestmentIncomeAmt01411
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02117
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt049136
IRS990EZ/NetAssetsOrFundBalancesEOYAmt082272
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt049136
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt082272
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt44
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Josh Forman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Christie Barnard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kristen O'Brien
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Heather Marshall
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Alyssa Wexler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP - Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Co-Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Co-Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt056504
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Providing educational support, social activities, and staff and teacher appreciation for the North Wales Elementary School community.
IRS990EZ/PrintingPublicationsPostageAmt0777
IRS990EZ/ProgramServiceRevenueAmt025549
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Educational & School Support - After School Art Club, teacher reimbursements and mini-grants, field trips, assemblies. These efforts benefit all North Wales Elementary students, staff and families. ~800 people
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Fundraising for school activities - Conducted fundraising activities throughout the year such as book fair, fun run, plant sale, holiday shop, school store, glow dance, sports night, etc. These efforts benefit all North Wales Elementary students, staff and families. ~800 people
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt26th Grade Fund - 6th grade graduation celebrations, end of year party, year book, awards, etc. These efforts benefit North Wales Elementary 6th grade students, staff and families. ~200 people
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017242
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt122683
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt210549
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt058416
IRS990EZ/TotalProgramServiceExpensesAmt050474
IRS990EZ/TotalRevenueAmt091552
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04640
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt020267
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt014426
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt039333
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01411
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0399
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt021
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01831
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt096553
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt061275
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt054948
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0212776
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01411
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0399
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt021
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01831
IRS990ScheduleA/InvestmentIncomeCYPct00.00721
IRS990ScheduleA/InvestmentIncomePYPct00.00278
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99279
IRS990ScheduleA/PublicSupportPY509Pct00.99722
IRS990ScheduleA/PublicSupportTotal509Amt0252109
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/SupportedOrganizationsTotalCnt00
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0101193
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt081542
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt069374
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/Total509Grp/TotalAmt0252109
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0102604
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt081941
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt069395
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0253940
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Used for Mini-grants provided to school staff for the betterment of the classrooms and educational programs. This directly benefits the students.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0990-EZ, Part I, Line 10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Joshua Forman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06098702568
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0North Wales Home and School
ReturnHeader/Filer/BusinessNameControlTxt0NORT
ReturnHeader/Filer/EIN0203404246
ReturnHeader/Filer/PhoneNum02156994471
ReturnHeader/Filer/USAddress/AddressLine1Txt0201 Summit Street
ReturnHeader/Filer/USAddress/CityNm0North Wales
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019454
ReturnHeader/ReturnTs02025-11-15T22:20:08Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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