Civic Intelligence

Montgomery Elementary Home and School Association

990EZ • Fiscal year 2021 • EIN 23-2496267

Jul 01, 2020 to Jun 30, 2021 • Filed on May 12, 2022

1221 Stump RoadNorth Wales, PA 19454

(215) 368-6614

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

66th percentile

21%

Higher net margin than 66% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

73rd percentile

32%

Faster asset growth than 73% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

40th percentile

-7.1%

Faster revenue growth than 40% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$47,733

Up $11,443 (+32%) from 2020

Net Assets

Up

$47,733

Up $11,443 (+32%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$53,224

Down $4,093 (-7.1%) from 2020

Expenses

Down

$41,781

Down $11,167 (-21%) from 2020

Net Income

Up

$11,443

Up $7,074 (+162%) from 2020

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $46,685Liabilities 2011: $02011Assets 2012: $58,113Liabilities 2012: $02012Assets 2013: $63,300Liabilities 2013: $02013Assets 2014: $33,948Liabilities 2014: $02014Assets 2015: $28,939Liabilities 2015: $02015Assets 2016: $34,051Liabilities 2016: $02016Assets 2017: $37,528Liabilities 2017: $0Net Assets 2017: $37,5282017Assets 2018: $29,565Liabilities 2018: $0Net Assets 2018: $29,5652018Assets 2019: $31,921Liabilities 2019: $0Net Assets 2019: $31,9212019Assets 2020: $36,290Liabilities 2020: $0Net Assets 2020: $36,2902020Assets 2021: $47,733Net Assets 2021: $47,7332021Assets 2022: $42,951Net Assets 2022: $42,9512022Assets 2023: $29,067Net Assets 2023: $29,0672023Assets 2024: $24,432Net Assets 2024: $24,4322024Assets 2025: $31,756Net Assets 2025: $31,7562025

Highlighted filing

2021

Assets$47,733
Liabilities-
Net Assets$47,733

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $50,863Expenses 2011: $39,840Net Income 2011: $11,0232011Revenue 2012: $53,483Expenses 2012: $42,055Net Income 2012: $11,4282012Revenue 2013: $50,069Expenses 2013: $44,882Net Income 2013: $5,1872013Revenue 2014: $39,079Expenses 2014: $68,431Net Income 2014: -$29,3522014Revenue 2015: $47,455Expenses 2015: $52,464Net Income 2015: -$5,0092015Revenue 2016: $53,815Expenses 2016: $48,703Net Income 2016: $5,1122016Revenue 2017: $58,745Expenses 2017: $55,268Net Income 2017: $3,4772017Revenue 2018: $62,963Expenses 2018: $70,926Net Income 2018: -$7,9632018Revenue 2019: $63,433Expenses 2019: $61,077Net Income 2019: $2,3562019Revenue 2020: $57,317Expenses 2020: $52,948Net Income 2020: $4,3692020Revenue 2021: $53,224Expenses 2021: $41,781Net Income 2021: $11,4432021Revenue 2022: $52,846Expenses 2022: $57,628Net Income 2022: -$4,7822022Revenue 2023: $67,515Expenses 2023: $81,399Net Income 2023: -$13,8842023Revenue 2024: $72,753Expenses 2024: $77,388Net Income 2024: -$4,6352024Revenue 2025: $80,134Expenses 2025: $72,810Net Income 2025: $7,3242025

Highlighted filing

2021

Revenue$53,224
Expenses$41,781
Net Income$11,443
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 12, 2022
Return Version
2020v4.0
Gross Receipts
$89,084
Mission and Program Overview

Mission

To provide educational programs

Program Services

DescriptionGrantsExpenses
PROVIDED EDUCATIONAL PROGRAMS FOR THE STUDENTS OF MONTGOMERY ELEMENTARY SCHOOL-$39,949
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CRYSTAL LEEPresidentPT$0--
HOLLY FLANAGAN1st Vice PrePT$0--
BETHANY GEIGER2nd Vice PrePT$0--
LAUREN WILSONVice PresidePT$0--
JAYME MAITZTreasurerPT$0--
KELLY SEYMOURSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$53,701$53,701$27,380$26,321
Total Events$53,701$53,701$27,380$26,321
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
Jayme Maitz
Title
Treasurer
Phone
2153686614
Signed
2022-05-12

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 39,949 insurance 216 operating expenses 516 donations 1,100 total to form 990-ez, line 16 41,781

Form 990-ez, Part I, Line 16

Expenses other expenses 41,781 total 41,781

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 Appendix163 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0CRYSTAL LEE
CompensationExplanation/CompensationExplanationGrp/PersonNm1HOLLY FLANAGAN
CompensationExplanation/CompensationExplanationGrp/PersonNm2BETHANY GEIGER
CompensationExplanation/CompensationExplanationGrp/PersonNm3LAUREN WILSON
CompensationExplanation/CompensationExplanationGrp/PersonNm4JAYME MAITZ
CompensationExplanation/CompensationExplanationGrp/PersonNm5KELLY SEYMOUR
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0TREASURER
IRS990EZ/BooksInCareOfDetail/PhoneNum02153686614
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01221 STUMP RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NORTH WALES
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019454
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt036290
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt047733
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06541
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011443
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt036290
IRS990EZ/Form990TotalAssetsGrp/EOYAmt047733
IRS990EZ/FundraisingGrossIncomeAmt082543
IRS990EZ/GrossReceiptsAmt089084
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt036290
IRS990EZ/NetAssetsOrFundBalancesEOYAmt047733
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt036290
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt220.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt320.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt420.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt520.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CRYSTAL LEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HOLLY FLANAGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BETHANY GEIGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LAUREN WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JAYME MAITZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KELLY SEYMOUR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ST VICE PRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22ND VICE PRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt041781
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE EDUCATIONAL PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED EDUCATIONAL PROGRAMS FOR THE STUDENTS OF MONTGOMERY ELEMENTARY SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt039949
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt035860
IRS990EZ/SpecialEventsNetIncomeLossAmt046683
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt041781
IRS990EZ/TotalProgramServiceExpensesAmt039949
IRS990EZ/TotalRevenueAmt053224
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.NPENN.ORG/MONTGOMERYELEM/H&S
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06541
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt010338
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07303
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07734
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt017947
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt049863
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt082543
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt096099
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0105717
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0123683
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt097650
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0505692
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0555555
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt089084
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0106437
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0113020
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0131417
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0115597
IRS990ScheduleA/Total509Grp/TotalAmt0555555
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt089084
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0106437
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0113020
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0131417
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0115597
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0555555
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt027380
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOSTERTHON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt053701
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt053701
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt053701
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt053701
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt026321
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt027380
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt027380
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990-EZ, PART I, LINE 16, OTHER EXPENSES DESCRIPTION OF OTHER EXPENSES AMOUNT PROGRAM EXPENSE 39,949 INSURANCE 216 OPERATING EXPENSES 516 DONATIONS 1,100 TOTAL TO FORM 990-EZ, LINE 16 41,781
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OTHER EXPENSES 41,781 TOTAL 41,781
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INFORMATION 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/FormAndLineReferenceDesc0FORM 990-EZ, PART I
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART IV
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAYME MAITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02153686614
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTGOMERY ELEMENTARY HOME & SCHOOL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0232496267
ReturnHeader/Filer/PhoneNum02153686614
ReturnHeader/Filer/USAddress/AddressLine1Txt01221 STUMP ROAD
ReturnHeader/Filer/USAddress/CityNm0NORTH WALES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019454
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/PreparationDt02022-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY J ESPOSITO CPA
ReturnHeader/ReturnTs02022-05-16T11:08:54-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAYME
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MAITZ
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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