Civic Intelligence

Lower Merionharriton Community Education Foundation

EIN 20-3789665 • 501(c)3 • Narberth, PA

Profile

The education foundation of lower merion operates to enhance and expand enrichment opportunities for all students of the lower merion school district.

PO Box 79Narberth, PA 19072

www.lmsd.org/COMMUNITY/PARTNERS/EFLM

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

97th percentile

89%

Higher net margin than 97% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

92nd percentile

101%

Faster asset growth than 92% of similar nonprofits.

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

Revenue Growth

85th percentile

55%

Faster revenue growth than 85% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$172,187

Up $86,644 (+101%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$172,187

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin97th percentile

Revenue

Up

$97,498

Up $34,761 (+55%) from 2024

Expenses

Down

$10,855

Down $29,596 (-73%) from 2024

Net Income

Up

$86,643

Up $64,357 (+289%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth92nd percentile

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

$200K$150K$100K$50K$0Assets 2010: $38,669Net Assets 2010: $38,6692010Assets 2011: $57,011Liabilities 2011: $02011Assets 2014: $34,582Liabilities 2014: $02014Assets 2016: $52,534Liabilities 2016: $02016Assets 2017: $43,219Net Assets 2017: $43,2192017Assets 2024: $85,543Liabilities 2024: $02024Assets 2025: $172,187Net Assets 2025: $172,1872025

Highlighted filing

2025

Assets$172,187
Liabilities-
Net Assets$172,187
Open 2025 Filing

Operations Trend

Revenue Growth85th percentile

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

$100K$50K$0-$50KRevenue 2010: $37,734Expenses 2010: $67,584Net Income 2010: -$29,8502010Revenue 2011: $48,000Expenses 2011: $29,659Net Income 2011: $18,3412011Revenue 2014: $25,709Expenses 2014: $28,989Net Income 2014: -$3,2802014Revenue 2016: $31,677Expenses 2016: $27,474Net Income 2016: $4,2032016Revenue 2017: $12,215Expenses 2017: $21,530Net Income 2017: -$9,3152017Revenue 2024: $62,737Expenses 2024: $40,451Net Income 2024: $22,2862024Revenue 2025: $97,498Expenses 2025: $10,855Net Income 2025: $86,6432025

Highlighted filing

2025

Revenue$97,498
Expenses$10,855
Net Income$86,643
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$172,187
Liabilities
-
Net assets
$172,187
Revenue
$97,498
Expenses
$10,855
Net income
$86,643
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.72$1.72$0.97$0.11$0.87
2024Summary only. Only limited summary data is available for this year.$0.86$0.00$0.63$0.40$0.22
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.43$0.43$0.12$0.22$0.09
2016Summary only. Only limited summary data is available for this year.$0.53$0.00$0.32$0.27$0.04
2014Summary only. Only limited summary data is available for this year.$0.35$0.00$0.26$0.29$0.03
2011Summary only. Only limited summary data is available for this year.$0.57$0.00$0.48$0.30$0.18
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.39$0.39$0.38$0.68$0.30
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 30, 2026
Return Version
2024v5.0
Gross Receipts
$140,363
Mission and Program Overview

Mission

The education foundation of lower merion operates to enhance and expand enrichment opportunities for all students of the lower merion school district.

Program Services

DescriptionGrantsExpenses
FUND GARDEN AND ART INSTALLATION TO HONOR STUDENTS AS THEY GRADUATE FROM LOWER MERION HIGH SCHOOL IN THE NAME OF SEAN HUGHES, BELOVED HIGH SCHOOL PRINCIPAL WHO DIED IN A CAR ACCIDENT.-$6,045
FUND GRANTS TO SCHOOLS FOR INNOVATIVE EDUCATIONAL INITIATIVES BENEFITING LOWER MERION SCHOOL DISTRICT STUDENTS.$1,000$1,000
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SANA GARNERPresident-$0--
JAN SWENSONVice Preside-$0--
EILEEN RIDDELLSecretary-$0--
SUBHA ROBINSONTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$86,238$86,238-$86,238
5k Run for Sean$13,437$13,437$2,521$10,916
Total Events$99,675$99,675$42,438$57,237
Filing and Contact Details

Filer

Filer Name
Lower Merionharriton Community
EIN
20-3789665
Phone
6104204310
Address
PO BOX 79, NARBERTH, PA 19072

Signing Officer

Name
Subha Robinson
Title
Treasurer
Signed
2026-01-30
Discuss with paid preparer
Yes

Preparer

Firm
Elfand & Associates Pc
Address
501 OFFICE CENTER DRIVE SUITE 285, FORT WASHINGTON, PA 19034-3220
Preparer
Subha C Robinson CPA
Phone
2156530990
Supplemental Narrative

Additional Explanations

Form 990-ez, Page 1, Item C

“Education foundation of lower merion”

Form 990-ez, Part II, Line 24

“Pledges receivable 0 493 total 0 493”

Form 990-ez, Part III

“The education foundation of lower merion operates to enhance and expand enrichment opportunities for all students of the lower merion school district.”

Raw XML Appendix146 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/BooksInCareOfDetail/PersonNm0SUBHA ROBINSON
IRS990EZ/BooksInCareOfDetail/PhoneNum06104204310
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01130 ROBIN ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GLADWYNE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019035
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt085544
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0171694
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt038748
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt086643
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt09855
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt085544
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0172187
IRS990EZ/FundraisingGrossIncomeAmt0101615
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01000
IRS990EZ/GrossReceiptsAmt0140363
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt085544
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0172187
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt085544
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0172187
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SANA GARNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAN SWENSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2EILEEN RIDDELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SUBHA ROBINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0493
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE EDUCATION FOUNDATION OF LOWER MERION OPERATES TO ENHANCE AND EXPAND ENRICHMENT OPPORTUNITIES FOR ALL STUDENTS OF THE LOWER MERION SCHOOL DISTRICT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUND GARDEN AND ART INSTALLATION TO HONOR STUDENTS AS THEY GRADUATE FROM LOWER MERION HIGH SCHOOL IN THE NAME OF SEAN HUGHES, BELOVED HIGH SCHOOL PRINCIPAL WHO DIED IN A CAR ACCIDENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FUND GRANTS TO SCHOOLS FOR INNOVATIVE EDUCATIONAL INITIATIVES BENEFITING LOWER MERION SCHOOL DISTRICT STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06045
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt042865
IRS990EZ/SpecialEventsNetIncomeLossAmt058750
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt010855
IRS990EZ/TotalProgramServiceExpensesAmt07045
IRS990EZ/TotalRevenueAmt097498
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.LMSD.ORG/COMMUNITY/PARTNERS/EFLM
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt038748
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt012683
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt019305
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01285
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01514
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt073535
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0219226
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt073535
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt038748
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt012683
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt019305
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01285
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01514
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt073535
IRS990ScheduleA/TotalSupportAmt073535
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt042438
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm05K RUN FOR SEAN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt086238
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013437
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt099675
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt086238
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013437
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt099675
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt057237
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02521
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02521
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt039917
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt039917
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EDUCATION FOUNDATION OF LOWER MERION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PLEDGES RECEIVABLE 0 493 TOTAL 0 493
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE EDUCATION FOUNDATION OF LOWER MERION OPERATES TO ENHANCE AND EXPAND ENRICHMENT OPPORTUNITIES FOR ALL STUDENTS OF THE LOWER MERION SCHOOL DISTRICT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PAGE 1, ITEM C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUBHA ROBINSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOWER MERIONHARRITON COMMUNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LOWE
ReturnHeader/Filer/EIN0203789665
ReturnHeader/Filer/PhoneNum06104204310
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 79
ReturnHeader/Filer/USAddress/CityNm0NARBERTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019072
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232528237
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ELFAND & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0501 OFFICE CENTER DRIVE SUITE 285
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT WASHINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0190343220
ReturnHeader/PreparerPersonGrp/PhoneNum02156530990
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUBHA C ROBINSON CPA
ReturnHeader/ReturnTs02026-02-05T18:54:47-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits