Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Montgomery Elementary Home and School Association
990EZ • Fiscal year 2022 • EIN 23-2496267
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
27th percentile
Higher net margin than 27% of similar nonprofits.
Top Officer Pay
78th percentile
Higher top officer pay than 78% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
31st percentile
Faster asset growth than 31% of similar nonprofits.
Revenue Growth
40th percentile
Faster revenue growth than 40% of similar nonprofits.
Balance Sheet
Assets
Down$42,951
Down $4,782 (-10%) from 2021
Net Assets
Down$42,951
Down $4,782 (-10%) from 2021
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Down$52,846
Down $378 (-0.7%) from 2021
Expenses
Up$57,628
Up $15,847 (+38%) from 2021
Net Income
Down-$4,782
Down $16,225 (-142%) from 2021
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2021 to Jun 30, 2022
- Signed
- May 9, 2023
- Return Version
- 2021v4.0
- Gross Receipts
- $98,151
Mission and Program Overview
Mission
To provide educational programs
Program Services
| Description | Grants | Expenses |
|---|---|---|
| PROVIDED EDUCATIONAL PROGRAMS FOR THE STUDENTS OF MONTGOMERY ELEMENTARY SCHOOL | - | $54,539 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| CRYSTAL LEE | President | PT | $0 | - | - |
| HOLLY FLANAGAN | 1st Vice Pre | PT | $0 | - | - |
| BETHANY GEIGER | 2nd Vice Pre | PT | $0 | - | - |
| LAUREN WILSON | Vice Preside | PT | $0 | - | - |
| JAIME MAITZ | Treasurer | PT | $0 | - | - |
| KELLY SEYMOUR | Secretary | PT | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Boosterthon | $58,608 | $58,608 | $28,971 | $29,637 |
| Total Events | $58,608 | $58,608 | $28,971 | $29,637 |
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
- Lauren Wilson
- Title
- Vice President
- Phone
- 2153686614
- Signed
- 2023-05-09
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 54,539 insurance 216 operating expenses 1,873 donations 1,000 total to form 990-ez, line 16 57,628”
Form 990-ez, Part I, Line 16
“Expenses other expenses 57,628 total 57,628”
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 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | TREASURER |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 2153686614 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1221 STUMP RD |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | NORTH WALES |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | PA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 19454 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 47733 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 42951 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 2143 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -4782 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 47733 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 42951 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 96008 |
| IRS990EZ/GrossReceiptsAmt | 0 | 98151 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIVInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 47733 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 42951 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 47733 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 42951 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 20.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 20.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 20.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 20.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 20.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 20.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | CRYSTAL LEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | HOLLY FLANAGAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | BETHANY GEIGER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | LAUREN WILSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | JAIME MAITZ |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | KELLY SEYMOUR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | 1ST VICE PRE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | 2ND VICE PRE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | VICE PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | SECRETARY |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 57628 |
| 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/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 54539 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 45305 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 50703 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 57628 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 54539 |
| IRS990EZ/TotalRevenueAmt | 0 | 52846 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.NPENN.ORG/MONTGOMERYELEM/H&S |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 2143 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 6541 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 10338 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 7303 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 7734 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 34059 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 96008 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 82543 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 96099 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 105717 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 123683 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 504050 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 538109 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 98151 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 89084 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 106437 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 113020 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 131417 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 538109 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 98151 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 89084 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 106437 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 113020 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 131417 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 538109 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 28971 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | BOOSTERTHON |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 58608 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 58608 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 58608 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 58608 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 29637 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 28971 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 28971 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | FORM 990-EZ, PART I, LINE 16, OTHER EXPENSES DESCRIPTION OF OTHER EXPENSES AMOUNT PROGRAM EXPENSE 54,539 INSURANCE 216 OPERATING EXPENSES 1,873 DONATIONS 1,000 TOTAL TO FORM 990-EZ, LINE 16 57,628 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EXPENSES OTHER EXPENSES 57,628 TOTAL 57,628 |
| 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 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | LAUREN WILSON |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | VICE PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2153686614 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2023-05-09 |
| 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/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 | 2023-05-09 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | TIMOTHY J ESPOSITO CPA |
| ReturnHeader/ReturnTs | 0 | 2023-05-11T17:45:09-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | LAUREN |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | WILSON |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2021-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2022-06-30 |
| ReturnHeader/TaxYr | 0 | 2021 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $42,951
- Liabilities
- -
- Net assets
- $42,951
- Revenue
- $52,846
- Expenses
- $57,628
- Net income
- -$4,782