Civic Intelligence

Lower Merion Harriton Community Education Foundation

990EZ • Fiscal year 2017 • EIN 20-3789665

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 03, 2018

PO Box 79Narberth, PA 19072

(610) 645-3999

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

6th percentile

-76%

Higher net margin than 6% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

22nd percentile

-18%

Faster asset growth than 22% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

7th percentile

-61%

Faster revenue growth than 7% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$43,219

Down $9,315 (-18%) from 2016

Net Assets

$43,219

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$12,215

Down $19,462 (-61%) from 2016

Expenses

Down

$21,530

Down $5,944 (-22%) from 2016

Net Income

Down

-$9,315

Down $13,518 (-322%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2017

Assets$43,219
Liabilities-
Net Assets$43,219

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$12,215
Expenses$21,530
Net Income-$9,315
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 3, 2018
Return Version
2016v3.1
Gross Receipts
$12,556
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.

Enhancing and expanding enrichment opportunities for all students at lower merion school district and insure long-range financial flexibility for schools within the district.

Program Services

DescriptionGrantsExpenses
ENHANCING AND EXPANDING ENRICHMENT OPPORTUNITIES FOR ALL STUDENTS AT LOWER MERION SCHOOL DISTRICT.$8,903$21,530
ENHANCING AND EXPANDING ENRICHMENT OPPORTUNITIES FOR ALL STUDENTS AT LOWER MERION SCHOOL DISTRICT.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANTHONY GREENPresident-$0--
EILEEN RIDDELLVice Pres-$0--
SUBHA ROBINSONTreasurer-$0--
JUDY VIETRIDirector-$0--
Filing and Contact Details

Filer

Filer Name
Lower Merionharriton Community
EIN
20-3789665
Phone
6106453999
Address
PO BOX 79, NARBERTH, PA 19072

Signing Officer

Name
Anthony Green
Title
President
Phone
6106453999
Signed
2018-01-03

Preparer

Firm
Sws Group Pc
Address
100 W ELM STREET SUITE 100, CONSHOHOCKEN, PA 19428-4131
Preparer
Richard Scheinoff CPA
Phone
6106015300
Supplemental Narrative

Additional Explanations

Form 990-ez, Page 1, Item C

Education foundation of lower merion

Form 990-ez, Part I, Line 8

Eitf revenue 10,000 total 10,000

Form 990-ez, Part I, Line 10

Lower merion school district 301 east montgomery ave ardmore, pa 19003 8,903 0 0

Form 990-ez, Part I, Line 16

Expenses service charge 390 brick expenses 553 office 375 total 1,318

Form 990-ez, Part II, Line 24

Exchange 25,450 0 total 25,450 0

Form 990-ez, Part III

Enhancing and expanding enrichment opportunities for all students at lower merion school district and insure long-range financial flexibility for schools within the district.

Form 990-ez, Part III, Line 31

Enhancing and expanding enrichment opportunities for all students at lower merion school district.

Raw XML Appendix157 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/BusinessName/BusinessNameLine1Txt0EDUCATION FOUNDATION
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt0OF LOWER MERION
IRS990EZ/BooksInCareOfDetail/PhoneNum06106453999
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0301 EAST MONTGOMERY AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ARDMORE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019003
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt027084
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt043219
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01703
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-9315
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt011309
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt052534
IRS990EZ/Form990TotalAssetsGrp/EOYAmt043219
IRS990EZ/FundraisingGrossIncomeAmt0853
IRS990EZ/GrantsAndSimilarAmountsPaidAmt08903
IRS990EZ/GrossReceiptsAmt012556
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt052534
IRS990EZ/NetAssetsOrFundBalancesEOYAmt043219
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt052534
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt043219
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANTHONY GREEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1EILEEN RIDDELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SUBHA ROBINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JUDY VIETRI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt025450
IRS990EZ/OtherExpensesTotalAmt01318
IRS990EZ/OtherRevenueTotalAmt010000
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ENHANCING AND EXPANDING ENRICHMENT OPPORTUNITIES FOR ALL STUDENTS AT LOWER MERION SCHOOL DISTRICT AND INSURE LONG-RANGE FINANCIAL FLEXIBILITY FOR SCHOOLS WITHIN THE DISTRICT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ENHANCING AND EXPANDING ENRICHMENT OPPORTUNITIES FOR ALL STUDENTS AT LOWER MERION SCHOOL DISTRICT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ENHANCING AND EXPANDING ENRICHMENT OPPORTUNITIES FOR ALL STUDENTS AT LOWER MERION SCHOOL DISTRICT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt08903
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt021530
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0341
IRS990EZ/SpecialEventsNetIncomeLossAmt0512
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0PA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt021530
IRS990EZ/TotalProgramServiceExpensesAmt021530
IRS990EZ/TotalRevenueAmt012215
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.EDUCATIONFOUNDATIONOFLM.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01703
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05208
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt011269
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt08775
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt09194
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt036149
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt010853
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt029456
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt025286
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt027991
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt030786
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0124372
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0160521
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt012556
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt034664
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt036555
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt036766
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt039980
IRS990ScheduleA/Total509Grp/TotalAmt0160521
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt012556
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt034664
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt036555
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt036766
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt039980
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0160521
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EDUCATION FOUNDATION OF LOWER MERION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EITF REVENUE 10,000 TOTAL 10,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LOWER MERION SCHOOL DISTRICT 301 EAST MONTGOMERY AVE ARDMORE, PA 19003 8,903 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EXPENSES SERVICE CHARGE 390 BRICK EXPENSES 553 OFFICE 375 TOTAL 1,318
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EXCHANGE 25,450 0 TOTAL 25,450 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ENHANCING AND EXPANDING ENRICHMENT OPPORTUNITIES FOR ALL STUDENTS AT LOWER MERION SCHOOL DISTRICT AND INSURE LONG-RANGE FINANCIAL FLEXIBILITY FOR SCHOOLS WITHIN THE DISTRICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ENHANCING AND EXPANDING ENRICHMENT OPPORTUNITIES FOR ALL STUDENTS AT LOWER MERION SCHOOL DISTRICT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PAGE 1, ITEM C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ANTHONY GREEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06106453999
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOWER MERIONHARRITON COMMUNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LOWE
ReturnHeader/Filer/EIN0203789665
ReturnHeader/Filer/PhoneNum06106453999
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 79
ReturnHeader/Filer/USAddress/CityNm0NARBERTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019072
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId035D3879163D6E86CE39169CEF1932A0DEFAB2344
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId047DC89AE433FDF5CB464A57D31CCF99CDCF29FE1
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0813967664
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SWS GROUP PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 W ELM STREET SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CONSHOHOCKEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0194284131
ReturnHeader/PreparerPersonGrp/PhoneNum06106015300
ReturnHeader/PreparerPersonGrp/PreparationDt02018-01-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD SCHEINOFF CPA
ReturnHeader/ReturnTs02018-02-23T07:27:30-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings