Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Montgomery Elementary Home and School Association
990EZ • Fiscal year 2024 • 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
31st percentile
Higher net margin than 31% of similar nonprofits.
Top Officer Pay
79th percentile
Higher top officer pay than 79% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
27th percentile
Faster asset growth than 27% of similar nonprofits.
Revenue Growth
56th percentile
Faster revenue growth than 56% of similar nonprofits.
Balance Sheet
Assets
Down$24,432
Down $4,635 (-16%) from 2023
Net Assets
Down$24,432
Down $4,635 (-16%) from 2023
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Up$72,753
Up $5,238 (+7.8%) from 2023
Expenses
Down$77,388
Down $4,011 (-4.9%) from 2023
Net Income
Up-$4,635
Up $9,249 (+67%) from 2023
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2023 to Jun 30, 2024
- Signed
- Oct 31, 2024
- Return Version
- 2023v5.0
- Gross Receipts
- $132,141
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 | PT | $0 | - | - |
| HOLLY FLANAGAN | 1st Vice Pre | PT | $0 | - | - |
| REBEKAH KELLY | 2nd Vice Pre | PT | $0 | - | - |
| STEPHANIE TSOLAKIS | Vice Preside | PT | $0 | - | - |
| KALIA ADIBE | Vice Preside | PT | $0 | - | - |
| HURLEY LI | Vice Preside | PT | $0 | - | - |
| LISA GAVIN | Treasurer | PT | $0 | - | - |
| TONI NATALE | Secretary | PT | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Boosterthon | $75,649 | $75,649 | $28,215 | $47,434 |
| Holiday Shop | $11,044 | $11,044 | $10,398 | $646 |
| Total Events | $86,693 | $86,693 | $38,613 | $48,080 |
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
- 2024-10-31
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 74,913 insurance 218 operating expenses 1,257 donations 1,000 total to form 990-ez, line 16 77,388”
Form 990-ez, Part I, Line 16
“Expenses other expenses 77,388 total 77,388”
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.
| 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 | 29067 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 24432 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 4337 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -4635 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 29067 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 24432 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 127804 |
| IRS990EZ/GrossReceiptsAmt | 0 | 132141 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIVInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 29067 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 24432 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 29067 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 24432 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 10.00 |
| 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/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | KATIE GALLAGHER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | HOLLY FLANAGAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | REBEKAH KELLY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | STEPHANIE TSOLAKIS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | KALIA ADIBE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | HURLEY LI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | LISA GAVIN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | TONI NATALE |
| 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 | VICE PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | VICE PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | SECRETARY |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 77388 |
| 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 |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 59388 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 68416 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 77388 |
| IRS990EZ/TotalRevenueAmt | 0 | 72753 |
| 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 | 4337 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 2422 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 2143 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 6541 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 10338 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 25781 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 127804 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 123889 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 96008 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 82543 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 96099 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 526343 |
| 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 | 552124 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 132141 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 126311 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 98151 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 89084 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 106437 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 552124 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 132141 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 126311 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 98151 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 89084 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 106437 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 552124 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 38613 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | BOOSTERTHON |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | HOLIDAY SHOP |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 75649 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 11044 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 86693 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 75649 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 11044 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 86693 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 48080 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 38613 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 28215 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt | 0 | 10398 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | FORM 990-EZ, PART I, LINE 16, OTHER EXPENSES DESCRIPTION OF OTHER EXPENSES AMOUNT PROGRAM EXPENSE 74,913 INSURANCE 218 OPERATING EXPENSES 1,257 DONATIONS 1,000 TOTAL TO FORM 990-EZ, LINE 16 77,388 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EXPENSES OTHER EXPENSES 77,388 TOTAL 77,388 |
| 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 | 2024-10-15 13:58:12Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | LISA GAVIN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2153686614 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-10-31 |
| 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 | 2024-10-30 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | TIMOTHY J ESPOSITO CPA |
| ReturnHeader/ReturnTs | 0 | 2024-10-31T14:35:28-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-06-30 |
| ReturnHeader/TaxYr | 0 | 2023 |
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.
- Assets
- $24,432
- Liabilities
- -
- Net assets
- $24,432
- Revenue
- $72,753
- Expenses
- $77,388
- Net income
- -$4,635