Montgomery Elementary Home and School Association

990EZ • Fiscal year 2018 • EIN 23-2496267

Jul 01, 2017 to Jun 30, 2018 • Filed on Jan 11, 2019

Organization Profile WWW.NPENN.ORG/MONTGOMERYELEM/H&S

1221 Stump RdNorth Wales, PA 19454

(215) 368-6614

Siviq Scores

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

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

-13%

Higher net margin than 21% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

-21%

Faster asset growth than 20% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

7.2%

Faster revenue growth than 59% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet

Liabilities / Assets57th percentile

Assets

Down

$29,565

Down $7,963 (-21%) from 2017

Net Assets

Down

$29,565

Down $7,963 (-21%) from 2017

Liabilities

Flat

Flat from 2017

Revenue And Expenses

Liabilities / Revenue56th percentile Net Margin21st percentile

Revenue

$62,963

Up $4,218 (+7.2%) from 2017

Expenses

$70,926

Up $15,658 (+28%) from 2017

Net Income

Down

-$7,963

Down $11,440 (-329%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

Highlighted filing

2018

Assets$29,565

Liabilities$0

Net Assets$29,565

Open 2018 Filing

Operations Trend

Revenue Growth59th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2018

Revenue$62,963

Expenses$70,926

Net Income-$7,963

Open 2018 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2017 to Jun 30, 2018
Signed: Jan 11, 2019
Return Version: 2017v2.3
Gross Receipts: $131,417

Mission and Program Overview

Mission

To provide educational programs

Program Services

Description	Grants	Expenses
PROVIDE EDUCATIONAL PROGRAMS FOR THE STUDENTS OF MONTGOMERY ELEMENTARY SCHOOL	$0	$69,666

Compensation and Service Providers

Top Officer Pay76th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
MONICA CANTZ	Co-President	PT	$0	-	-
MICHELE EVANS	Co-President	PT	$0	-	-
KIMBERLY CONFORTI	Vice President	PT	$0	-	-
LUCY STAHL	Vice President	PT	$0	-	-
LINDSEY PETERSON	Vice President	PT	$0	-	-
LYNN DEPALMA	Treasurer	PT	$0	-	-
CHERYL SOWYER	Secretary	PT	$0	-	-

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
Boosterthon	$51,146	$51,146	$26,736	$24,410
Bookfairs	$19,368	$19,368	$13,102	$6,266
Total Events	$98,597	$98,597	$53,070	$45,527

Filing and Contact Details

Filer

Filer Name: Montgomery Elementary Home & School
EIN: 23-2496267
Phone: 2153686614
Address: 1221 STUMP RD, NORTH WALES, PA 19454

Signing Officer

Name: Lucy Stahl
Title: Treasurer
Phone: 2153686614
Signed: 2019-01-11

Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: program expense. Amount: 69,666. Description: insurance. Amount: 216. Description: operating expenses. Amount: 444. Description: donations. Amount: 600. Total to form 990-ez, line 16: 70,926.”

Raw XML Appendix186 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/PhoneNum	0	2153686614
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	NORTH WALES
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	PA
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IRS990EZ/FiledScheduleAInd	0	1
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IRS990EZ/FundraisingGrossIncomeAmt	0	123683
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IRS990EZ/InfoInScheduleOPartVInd	0	X
IRS990EZ/LobbyingActivitiesInd	0	0
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	29565
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	20.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	5	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	6	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	1	0
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	5	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	6	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	5	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	6	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	MONICA CANTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	MICHELE EVANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	KIMBERLY CONFORTI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	LUCY STAHL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	4	LINDSEY PETERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	5	LYNN DEPALMA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	6	CHERYL SOWYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	4	VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	5	TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	6	SECRETARY
IRS990EZ/OperateHospitalInd	0	0
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	0
IRS990EZ/OrganizationHadUBIInd	0	0
IRS990EZ/OtherChangesInNetAssetsAmt	0	0
IRS990EZ/OtherExpensesTotalAmt	0	70926
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	0
IRS990EZ/PrimaryExemptPurposeTxt	0	TO PROVIDE EDUCATIONAL PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	PROVIDE EDUCATIONAL PROGRAMS FOR THE STUDENTS OF MONTGOMERY ELEMENTARY SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	69666
IRS990EZ/ProhibitedTaxShelterTransInd	0	0
IRS990EZ/RelatedOrganizationCtrlEntInd	0	0
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	0
IRS990EZ/SpecialEventsDirectExpensesAmt	0	68454
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	55229
IRS990EZ/SubjectToProxyTaxInd	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	0
IRS990EZ/TaxImposedOnOrganizationMgrAmt	0	0
IRS990EZ/TaxImposedUnderIRC4911Amt	0	0
IRS990EZ/TaxImposedUnderIRC4912Amt	0	0
IRS990EZ/TaxImposedUnderIRC4955Amt	0	0
IRS990EZ/TaxReimbursedByOrganizationAmt	0	0
IRS990EZ/TotalExpensesAmt	0	70926
IRS990EZ/TotalProgramServiceExpensesAmt	0	69666
IRS990EZ/TotalRevenueAmt	0	62963
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	0
IRS990EZ/TypeOfOrganizationAssocInd	0	X
IRS990EZ/WebsiteAddressTxt	0	WWW.NPENN.ORG/MONTGOMERYELEM/H&S
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt	0	0
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	7734
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt	0	17947
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt	0	18592
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt	0	17075
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt	0	8762
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	70110
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt	0	123683
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt	0	97650
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt	0	87098
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt	0	78634
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt	0	82657
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt	0	469722
IRS990ScheduleA/InvestmentIncomeCYPct	0	0.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY509Pct	0	1.00000
IRS990ScheduleA/PublicSupportPY509Pct	0	1.00000
IRS990ScheduleA/PublicSupportTotal509Amt	0	539832
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt	0	0
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt	0	0
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	131417
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt	0	115597
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt	0	105690
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt	0	95709
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt	0	91419
IRS990ScheduleA/Total509Grp/TotalAmt	0	539832
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt	0	105690
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt	0	95709
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt	0	91419
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	539832
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt	0	53070
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm	0	BOOSTERTHON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm	0	BOOKFAIRS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt	0	51146
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt	0	19368
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt	0	28083
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt	0	98597
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt	0	51146
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt	0	19368
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt	0	28083
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt	0	98597
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt	0	45527
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt	0	13232
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt	0	53070
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt	0	26736
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt	0	13102
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt	0	4
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	DESCRIPTION: PROGRAM EXPENSE. AMOUNT: 69,666. DESCRIPTION: INSURANCE. AMOUNT: 216. DESCRIPTION: OPERATING EXPENSES. AMOUNT: 444. DESCRIPTION: DONATIONS. AMOUNT: 600. TOTAL TO FORM 990-EZ, LINE 16: 70,926.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc	0	THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS	0	2019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	LUCY STAHL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2153686614
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2019-01-11
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 RD
ReturnHeader/Filer/USAddress/CityNm	0	NORTH WALES
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	PA
ReturnHeader/Filer/USAddress/ZIPCd	0	19454
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	C89662E25BF96FE1FCAE590A8A2E498D46FAB166
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	3084E8AF25D34672FD73A57B8CE6EC6E65A2A275
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	64.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt	0	2019-01-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd	0	ES
ReturnHeader/FilingSecurityInformation/IPTm	0	11:39:10
ReturnHeader/ReturnTs	0	2019-01-14T14:56:05-06:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2017-07-01
ReturnHeader/TaxPeriodEndDt	0	2018-06-30
ReturnHeader/TaxYr	0	2017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $29,565
Liabilities: $0
Net assets: $29,565
Revenue: $62,963
Expenses: $70,926
Net income: -$7,963

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$31.8		$31.8	$80.1	$72.8	$7.32
2024Detailed filing. Detailed filing data is available for this year.	$24.4		$24.4	$72.8	$77.4	$4.64
2023Detailed filing. Detailed filing data is available for this year.	$29.1		$29.1	$67.5	$81.4	$13.9
2022Detailed filing. Detailed filing data is available for this year.	$43.0		$43.0	$52.8	$57.6	$4.78
2021Detailed filing. Detailed filing data is available for this year.	$47.7		$47.7	$53.2	$41.8	$11.4
2020Detailed filing. Detailed filing data is available for this year.	$36.3	$0.00	$36.3	$57.3	$52.9	$4.37
2019Detailed filing. Detailed filing data is available for this year.	$31.9	$0.00	$31.9	$63.4	$61.1	$2.36
2018Detailed filing. Detailed filing data is available for this year.	$29.6	$0.00	$29.6	$63.0	$70.9	$7.96
2017Detailed filing. Detailed filing data is available for this year.	$37.5	$0.00	$37.5	$58.7	$55.3	$3.48
2016Summary only. Only limited summary data is available for this year.	$34.1	$0.00		$53.8	$48.7	$5.11
2015Summary only. Only limited summary data is available for this year.	$28.9	$0.00		$47.5	$52.5	$5.01
2014Summary only. Only limited summary data is available for this year.	$33.9	$0.00		$39.1	$68.4	$29.4
2013Summary only. Only limited summary data is available for this year.	$63.3	$0.00		$50.1	$44.9	$5.19
2012Summary only. Only limited summary data is available for this year.	$58.1	$0.00		$53.5	$42.1	$11.4
2011Summary only. Only limited summary data is available for this year.	$46.7	$0.00		$50.9	$39.8	$11.0