Montgomery Elementary PTO
Public records show a registered, tax-exempt organization in good standing.
What it says it does
TO DEVELOP UNITED EFFORTS AMONG EDUCATORS, PARENTS AND THE COMMUNITY TO SECURE THE HIGHEST ADVANTAGES IN MENTAL, PHYISCAL, SOCIAL AND CHARACTER EDUCATION FOR CHILDREN; FACILITATE COMMUNICATION AND COOPERATION AMONG PARENTS, STAFF AND OTHER INTEREST PERSONS; AND PROVIDE ENRICHMENT OPPORTUNITIES AND PROGRAM/EQUIPMENT FUNDING FOR SERVICE TO CHILDREN, PARENTS AND STAFF
- Income
- $57,060
- Spending
- $52,209
- Reserves
- 12.2 months of spending
- Largest source of income
- other income, 75%
Source: Form 990EZ for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Financial health
We do not score finances when yearly spending is very small or the return has too little detail. The ratios stop meaning much at that size.
Source: Form 990EZ for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Governance
This organization files the short tax form, which does not ask about boards, policies or audits. That is normal for a small charity and is not a mark against it.
Source: Form 990EZ for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (4)
- $34,690 spent. OTHER PROGRAMS SUPPORTED BY THE PTO (BOTH THROUGH VOLUNTEERS AND FUNDING) AT THE SCHOOL INCLUDE: - LIBRARY & LITERACY PROGRAMS - THEATER PROGRAMS - STUDENT RECOGNITION INITIATIVES - PHYSICAL EDUCATION SUPPORT - ART PROGRAMS - MUSIC PROGRAMS - ENVIRONMENT AWARENESS PROGRAMS - OTHER SMALLER & MISCELLANEOUS PROGRAMS
- $10,700 spent. STAFF APPRECIATION- THROUGHOUT THE SCHOOL YEAR, THE PTO DONATES RESOURCES TO HELP LIFT THE SPIRITS OF THE STAFF AT MONTGOMERY ELEMENTARY, USUALLY CULMINATING DURING THE FIRST WEEK OF MAY DURING NATIONAL TEACHER APPRECIATION WEEK. SEVERAL VOLUNTEERS OVERSEE THIS PROGRAMMING. ALL EVENTS ARE HELD ON CAMPUS.
- $4,080 spent. FOURTH GRADE GRADUATION - EVERY YEAR THE PTO ALLOCATES A BUDGETED AMOUNT TO FUND A GRADUATION CEREMONY FOR 4TH GRADE STUDENTS. THIS EVENT INCLUDES NUMEROUS VOLUNTEERS WHO WORK TO CREATE A CELEBRATION FOR 4TH GRADE STUDENTS WHO WILL BE TRANSITIONING TO THE INTERMEDIATE SCHOOL.
- $2,739 spent. ALL OTHER EXPENSES
Source: Form 990EZ for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.
Has the IRS revoked its tax-exempt status? Worth knowing.
Status was revoked on November 15, 2021 for not filing returns for three years. The IRS now lists it as tax-exempt again.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated September 30, 2026.
Are donations tax-deductible? Passed.
On the IRS list of organizations eligible to receive tax-deductible contributions.
Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated September 10, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending June 2025.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since August 2022.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 7, 2026.
Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.