Nonprofit · EIN 23-1352662
MONTGOMERY SCHOOL
Tax-exempt · CHESTER SPRINGS, PA 19425
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2024 | 990 | $8,359,829 | $8,913,549 | -$553,720 | $13,902,244 | $8,076,073 | $5,826,171 |
| June 30, 2023 | 990 | $8,400,600 | $8,136,654 | $263,946 | $13,009,993 | $6,699,296 | $6,310,697 |
Financial details: 990 for the year ended June 30, 2024
Revenue
- Contributions, gifts and grants
- $905,087
- of which government grants
- $180,414
- Program service revenue
- $7,246,198
- Investment income
- $42,828
- Net rental income
- $67,888
- Net gain from sales of assets
- $380,412
- Net income from fundraising events
- -$27,734
- Other revenue
- $165,716
Expenses
- Grants and similar amounts paid
- $1,865,708
- Compensation of officers, directors and key employees
- $375,721
- Other salaries and wages
- $3,276,289
- Salaries, compensation and benefits (total)
- $4,672,428
- Professional fundraising fees
- $0
- Legal fees
- $1,258
- Accounting fees
- $105,705
- Occupancy
- $115,829
- Travel
- $394
- Depreciation
- $432,520
- Program services (functional)
- $6,977,578
- Management and general (functional)
- $1,504,129
- Fundraising (functional)
- $431,842
Balance sheet and other
- Total assets, start of year
- $13,009,993
- Total assets, end of year
- $13,902,244
- Total liabilities, end of year
- $8,076,073
- Net assets, end of year
- $5,826,171
- Land, buildings and equipment
- $7,021,924
- Publicly traded securities
- $533,696
- Net assets without donor restrictions
- $5,441,225
- Net assets with donor restrictions
- $384,946
- Gross receipts
- $8,428,759
- Employees
- 109
- Volunteers
- 110
- Year formed
- 1939
- State of legal domicile
- PA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| THOMAS MCMANUS | HEAD OF SCHOOL Officer | 40 | $247,905 | $16,095 |
| STEPHEN KING | CHIEF FINANCIAL OFFICER UNTIL MAY '24 Officer | 40 | $119,167 | $26,383 |
| SUSAN MAROTTA | HEAD OF LOWER SCHOOL Highest-paid employee | 40 | $110,268 | $2,146 |
| ALLEN VANDEGRIFT | HEAD OF MIDDLE SCHOOL Highest-paid employee | 40 | $109,500 | $1,110 |
| MARIANNE KAPLAN | DIRECTOR OF EXTERNAL AFFAIRS Highest-paid employee | 40 | $102,699 | $2,231 |
| CAROLYN BLAIR | DIRECTOR OF OPERATIONS Highest-paid employee | 40 | $102,550 | $1,991 |
| MORREEN RUKIN | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| NIALL T DOHERTY | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| EDWARD GRAF | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| AUDREY PORTER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| AMY CHANG MD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PATRICIA DAHM | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANTHONY FERRARO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DOUGLAS GESSL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| WILL HORNSEY | TRUSTEE Trustee or director | 1 | $0 | $0 |
12 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELIZABETH JACKSON | TRUSTEE Trustee or director | 1 | $0 |
| MATT MICCHICHE | TRUSTEE Trustee or director | 1 | $0 |
| ALAN PAPE | TRUSTEE Trustee or director | 1 | $0 |
| AUDREY PORTER | TRUSTEE Trustee or director | 1 | $0 |
| SAROJ RAMDAS | TRUSTEE Trustee or director | 1 | $0 |
| STACI WILLIAMS SEELEY | TRUSTEE Trustee or director | 1 | $0 |
| AUDREY STACKHOUSE | TRUSTEE Trustee or director | 1 | $0 |
| JOSHUA STEWART | TRUSTEE Trustee or director | 1 | $0 |
| ASHLEY WILSON | TRUSTEE Trustee or director | 1 | $0 |
| DAVID NEIDERER | TRUSTEE UNTIL JANUARY 1, 2024 Trustee or director | 1 | $0 |
| WILLIAM PYNE | TRUSTEE UNTIL JUNE 1, 2024 Trustee or director | 1 | $0 |
| SHELLEY CHAPMAN | CHIEF FINANCIAL OFFICER AS OF MAY '24 Officer | 40 | $0 |
990 for the year ended June 30, 2023: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| THOMAS MCMANUS | HEAD OF SCHOOL Officer | 40 | $235,158 | $25,693 |
| MARIANNE KAPLAN | DIRECTOR OF EXTERNAL AFFAIRS Highest-paid employee | 40 | $101,991 | $17,958 |
| STEPHEN KING | CHIEF FINANCIAL OFFICER Officer | 40 | $116,209 | $2,324 |
| MORREEN RUKIN | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| DOUGLAS GESSL | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| EDWARD GRAF | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| MICHELE LONG | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| AMY CHANG MD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PATRICIA DAHM | TRUSTEE Trustee or director | 1 | $0 | $0 |
| NIALL T DOHERTY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANTHONY FERRARO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PAUL GILBERT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| WILL HORNSEY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MATT MICCHICHE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| AUDREY PORTER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SAROJ RAMDAS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| STACI WILLIAMS SEELEY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| AUDREY STACKHOUSE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOSHUA STEWART | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHRISTINE M WHALEY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ALEXANDER F CABOT | TRUSTEE UNTIL 4/30/23 Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1141 ROUTE 113, CHESTER SPRINGS, PA 19425-1420
- Principal officer (990 for 2023)
- THOMAS MCMANUS, 1141 KIMBERTON ROAD, CHESTER SPRINGS, PA 19425
- Signed the 990
- THOMAS MCMANUS, HEAD OF SCHOOL
- Phone
- (610) 827-7222
- Website
- WWW.MONTGOMERYSCHOOL.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
MONTGOMERY SCHOOL IGNITES EACH CHILD'S LOVE OF LEARNING AND FOSTERS THEIR INDIVIDUAL TALENTS DURING THE MOST FORMATIVE YEARS IN ORDER TO PREPARE THEM FOR FUTURE SUCCESS.
Program accomplishments
- EDUCATION OF CHILDREN PRE-KINDERGARDEN THROUGH GRADE 8. IN THE ACADEMIC YEAR 2023-24 MONTGOMERY SCHOOL ENROLLED 292 STUDENTS FROM CHESTER COUNTY AND OTHER AREAS IN THE COMMONWEALTH OF PENNSYLVANIA. IN ADDITION, THE SCHOOL PROVIDES PRESCHOOL AND EXTENDED DAY PROGRAMS.Expenses $6,975,910 · grants $1,865,708 · revenue $7,246,198
- FACILITIES RENTAL PROGRAM: FACILITIES ARE RENTED OUT TO COMMUNITY GROUPS WHO ARE ALIGNED WITH MONTGOMERY SCHOOL'S MISSION, FOR ATHLETICS, ARTS, AND MEETINGS.Expenses $1,668 · revenue $67,888
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | Not on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 23-1352662
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1939
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B24Z)
- Assets (IRS master file)
- $13,902,244
- Income (IRS master file)
- $8,428,759
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2024 | $8,359,829 | $8,913,549 | $13,902,244 | IRS |
| 990 | June 2023 | $8,400,600 | $8,136,654 | $13,009,993 | IRS |
| 990 | June 2022 | $7,213,639 | $7,561,908 | $11,467,190 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-1352662).
Questions about MONTGOMERY SCHOOL
- What is the EIN of MONTGOMERY SCHOOL?
- The employer identification number (EIN) of MONTGOMERY SCHOOL is 23-1352662.
- Is MONTGOMERY SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1939.
- Are donations to MONTGOMERY SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MONTGOMERY SCHOOL file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MONTGOMERY SCHOOL due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONTGOMERY SCHOOL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2024.
- Who is the principal officer of MONTGOMERY SCHOOL?
- The 990 for the year ended June 30, 2024 names THOMAS MCMANUS.
- Who are the officers and directors of MONTGOMERY SCHOOL?
- The 990 for the year ended June 30, 2024 lists 27 people; 6 received compensation from the organization, the highest $247,905 (THOMAS MCMANUS, HEAD OF SCHOOL).
- How much revenue does MONTGOMERY SCHOOL have?
- On its 990 for the year ended June 30, 2024 it reported revenue of $8,359,829, expenses of $8,913,549 and total assets of $13,902,244 at year end.
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- LEARNING TO LEAD EIN 20-3356119 · last filed 990-N for 2024
- GEORGE & MIRIAM MARTIN FOUNDATION EIN 23-2828201 · last filed 990-PF for 2025
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- MOMS CLUB EIN 91-2128237 · last filed 990-N for 2024
- FURVIVORS WONDERLAND EIN 86-2588594 · last filed 990-N for 2025
All nonprofits in CHESTER SPRINGS · Pennsylvania · Education