Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
Montgomery Elementary Home & School
EIN 23-2496267 • 501(c)3 • North Wales, PA
Profile
To provide educational programs
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.
Net Margin
62nd percentile
Higher net margin than 62% of similar nonprofits.
Top Officer Pay
84th percentile
Higher top officer pay than 84% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
81st percentile
Faster asset growth than 81% of similar nonprofits.
Revenue Growth
64th percentile
Faster revenue growth than 64% of similar nonprofits.
Balance Sheet
Assets
Up$31,756
Up $7,324 (+30%) from 2024
Liabilities
-
No earlier filing loaded for comparison.
Net Assets
Up$31,756
Up $7,324 (+30%) from 2024
Revenue
Up$80,134
Up $7,381 (+10%) from 2024
Expenses
Down$72,810
Down $4,578 (-5.9%) from 2024
Net Income
Up$7,324
Up $11,959 (+258%) from 2024
Trend Graphs
Filings
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $31,756
- Liabilities
- -
- Net assets
- $31,756
- Revenue
- $80,134
- Expenses
- $72,810
- Net income
- $7,324
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2024 to Jun 30, 2025
- Signed
- Oct 21, 2025
- Return Version
- 2024v5.0
- Gross Receipts
- $137,670
Mission and Program Overview
Mission
To provide educational programs
Program Services
| Description | Grants | Expenses |
|---|---|---|
| PROVIDED EDUCATIONAL PROGRAMS FOR THE STUDENTS OF MONTGOMERY ELEMENTARY SCHOOL | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| KATIE GALLAGHER | President | - | $0 | - | - |
| HOLLY FLANAGAN | 1st Vice Pre | - | $0 | - | - |
| REBEKAH KELLY | 2nd Vice Pre | - | $0 | - | - |
| STEPHANIE TSOLAKIS | Vice Preside | - | $0 | - | - |
| KALIA ADIBE | Vice Preside | - | $0 | - | - |
| HURLEY LI | Vice Preside | - | $0 | - | - |
| LISA GAVIN | Treasurer | - | $0 | - | - |
| TONI NATALE | Secretary | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Boosterthon | $81,501 | $81,501 | $30,001 | $51,500 |
| Holiday Shop | $11,973 | $11,973 | $10,703 | $1,270 |
| Total Events | $93,474 | $93,474 | $40,704 | $52,770 |
Filing and Contact Details
Filer
- Filer Name
- Montgomery Elementary Home & School
- EIN
- 23-2496267
- Phone
- 2153686614
- Address
- 1221 STUMP ROAD, NORTH WALES, PA 19454
Signing Officer
- Name
- Lisa Gavin
- Title
- Treasurer
- Phone
- 2153686614
- Signed
- 2025-10-21
Preparer
- Firm
- Elfand & Associates Pc
- Address
- 501 OFFICE CENTER DRIVE SUITE 285, FORT WASHINGTON, PA 19034-3220
- Preparer
- Timothy J Esposito CPA
- Phone
- 2156530990
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I
“Form 990-ez, part i, line 16, other expenses description of other expenses amount program expense 71,243 insurance 219 operating expenses 348 donations 1,000 total to form 990-ez, line 16 72,810”
Form 990-ez, Part I, Line 16
“Expenses other expenses 72,810 total 72,810”
Form 990-ez, Part IV
“Information regarding personal benefits contracts the organization did not, during the year, receive any funds, directly or indirectly, to pay premiums on any personal benefit contracts. The organization, did not, during the year, pay any premiums, directly or indirectly, on a personal benefit contract.”
Raw XML Appendix166 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.
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | VICE PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | VICE PRESIDE |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | SECRETARY |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 72810 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO PROVIDE EDUCATIONAL PROGRAMS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | PROVIDED EDUCATIONAL PROGRAMS FOR THE STUDENTS OF MONTGOMERY ELEMENTARY SCHOOL |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
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| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 76575 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 72810 |
| IRS990EZ/TotalRevenueAmt | 0 | 80134 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.NPENN.ORG/MONTGOMERYELEM/H&S |
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| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 4337 |
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| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
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| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 132141 |
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| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | FORM 990-EZ, PART I, LINE 16, OTHER EXPENSES DESCRIPTION OF OTHER EXPENSES AMOUNT PROGRAM EXPENSE 71,243 INSURANCE 219 OPERATING EXPENSES 348 DONATIONS 1,000 TOTAL TO FORM 990-EZ, LINE 16 72,810 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EXPENSES OTHER EXPENSES 72,810 TOTAL 72,810 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | INFORMATION REGARDING PERSONAL BENEFITS CONTRACTS THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY OR INDIRECTLY, TO PAY PREMIUMS ON ANY PERSONAL BENEFIT CONTRACTS. THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART IV |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | LISA GAVIN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2153686614 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-10-21 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | MONTGOMERY ELEMENTARY HOME & SCHOOL |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | ASSOCIATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | MONT |
| ReturnHeader/Filer/EIN | 0 | 232496267 |
| ReturnHeader/Filer/PhoneNum | 0 | 2153686614 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1221 STUMP ROAD |
| ReturnHeader/Filer/USAddress/CityNm | 0 | NORTH WALES |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | PA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 19454 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 232528237 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | ELFAND & ASSOCIATES PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 501 OFFICE CENTER DRIVE SUITE 285 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | FORT WASHINGTON |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | PA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 190343220 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 2156530990 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-10-21 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | TIMOTHY J ESPOSITO CPA |
| ReturnHeader/ReturnTs | 0 | 2025-10-23T16:39:55-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-06-30 |
| ReturnHeader/TaxYr | 0 | 2024 |
Document Assets
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