Civic Intelligence

Lower Merion Harriton Community Education Foundation

990EZ • Fiscal year 2024 • EIN 20-3789665

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 21, 2024

Organization ProfileWWW.LMSD.ORG/COMMUNITY/PARTNERS/EFLM
PO Box 79Narberth, PA 19072

(610) 420-4310

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

85th percentile

36%

Higher net margin than 85% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$85,543

Flat from 2024

Net Assets

$85,543

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin85th percentile

Revenue

Flat

$62,737

Flat from 2024

Expenses

Flat

$40,451

Flat from 2024

Net Income

Flat

$22,286

Flat from 2024

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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: $85,543Net Assets 2024: $85,5432024Assets 2024: $85,543Liabilities 2024: $02024Assets 2025: $172,187Net Assets 2025: $172,1872025

Highlighted filing

2024

Assets$85,543
Liabilities-
Net Assets$85,543
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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 2024: $62,737Expenses 2024: $40,451Net Income 2024: $22,2862024Revenue 2025: $97,498Expenses 2025: $10,855Net Income 2025: $86,6432025

Highlighted filing

2024

Revenue$62,737
Expenses$40,451
Net Income$22,286
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 21, 2024
Return Version
2023v5.0
Gross Receipts
$100,290
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.-$18,000
FUND "CHARACTER COUNTS" SCHOLARSHIP BENEFITING HIGH SCHOOL STUDENTS GOING ON TO COLLEGE. ESTABLISHED IN THE NAME OF SEAN HUGHES, BELOVED HIGH SCHOOL PRINCIPAL WHO DIED IN A CAR ACCIDENT.-$17,715
FUND GRANTS TO SCHOOLS FOR INNOVATIVE EDUCATIONAL INITIATIVES BENEFITING LOWER MERION SCHOOL DISTRICT STUDENTS.$2,000$2,000
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$45,487$45,487-$45,487
5k Run for Sean$41,020$41,020$3,282$37,738
Total Events$86,507$86,507$36,453$50,054
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
2024-10-21
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 I, Line 16

“Expenses website 348 total 348”

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 Appendix149 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GLADWYNE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019035
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt063257
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt085543
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt012683
IRS990EZ/DonorAdvisedFndsInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt022286
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IRS990EZ/MadeLoansToFromOfficersInd0false
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JUDY VIETRI
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/OtherExpensesTotalAmt0348
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/PrintingPublicationsPostageAmt0235
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUND "CHARACTER COUNTS" SCHOLARSHIP BENEFITING HIGH SCHOOL STUDENTS GOING ON TO COLLEGE. ESTABLISHED IN THE NAME OF SEAN HUGHES, BELOVED HIGH SCHOOL PRINCIPAL WHO DIED IN A CAR ACCIDENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FUND 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/DescriptionProgramSrvcAccomTxt2FUND GRANTS TO SCHOOLS FOR INNOVATIVE EDUCATIONAL INITIATIVES BENEFITING LOWER MERION SCHOOL DISTRICT STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017715
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt118000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt037553
IRS990EZ/SpecialEventsNetIncomeLossAmt050054
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt040451
IRS990EZ/TotalProgramServiceExpensesAmt037715
IRS990EZ/TotalRevenueAmt062737
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.LMSD.ORG/COMMUNITY/PARTNERS/EFLM
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt012683
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt019305
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01285
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01514
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt010624
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt045411
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0124417
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt045411
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt012683
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt019305
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01514
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt010624
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt045411
IRS990ScheduleA/TotalSupportAmt045411
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt036453
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm05K RUN FOR SEAN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt045487
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt041020
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt086507
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt045487
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt041020
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt086507
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt050054
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03282
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03282
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt033171
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt033171
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EDUCATION FOUNDATION OF LOWER MERION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES WEBSITE 348 TOTAL 348
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 I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUBHA ROBINSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-21
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/PreparationDt02024-10-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUBHA C ROBINSON CPA
ReturnHeader/ReturnTs02024-10-21T11:52:05-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$85,543
Liabilities
-
Net assets
$85,543
Revenue
$62,737
Expenses
$40,451
Net income
$22,286
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
2024Detailed filing. Detailed filing data is available for this year.$0.86$0.86$0.63$0.40$0.22
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