Civic Intelligence

Upper Providence Elementary Home and School Association

990EZ • Fiscal year 2023 • EIN 06-1698037

Jul 01, 2022 to Jun 30, 2023 • Filed on May 13, 2024

833 South Lewis RoadRoyersford, PA 19468

(610) 705-6009

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

31st percentile

-6.9%

Higher net margin than 31% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

38th percentile

-5.3%

Faster asset growth than 38% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

79th percentile

47%

Faster revenue growth than 79% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$97,223

Down $5,411 (-5.3%) from 2022

Net Assets

Down

$97,223

Down $5,411 (-5.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$78,225

Up $24,831 (+47%) from 2022

Expenses

Up

$83,636

Up $32,601 (+64%) from 2022

Net Income

Down

-$5,411

Down $7,770 (-329%) from 2022

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2012: $60,146Liabilities 2012: $0Net Assets 2012: $60,1462012Assets 2013: $57,482Liabilities 2013: $0Net Assets 2013: $57,4822013Assets 2022: $102,634Liabilities 2022: $0Net Assets 2022: $102,6342022Assets 2023: $97,223Liabilities 2023: $0Net Assets 2023: $97,2232023Assets 2024: $128,710Liabilities 2024: $0Net Assets 2024: $128,7102024Assets 2025: $146,242Liabilities 2025: $0Net Assets 2025: $146,2422025

Highlighted filing

2023

Assets$97,223
Liabilities$0
Net Assets$97,223

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2012: $33,325Expenses 2012: $28,316Net Income 2012: $5,0092012Revenue 2013: $33,999Expenses 2013: $40,513Net Income 2013: -$6,5142013Revenue 2022: $53,394Expenses 2022: $51,035Net Income 2022: $2,3592022Revenue 2023: $78,225Expenses 2023: $83,636Net Income 2023: -$5,4112023Revenue 2024: $67,553Expenses 2024: $36,066Net Income 2024: $31,4872024Revenue 2025: $145,179Expenses 2025: $127,647Net Income 2025: $17,5322025

Highlighted filing

2023

Revenue$78,225
Expenses$83,636
Net Income-$5,411
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 13, 2024
Return Version
2022v5.0
Gross Receipts
$78,225
Mission and Program Overview

Mission

To enrich the academic experience of students of upe

Program Services

DescriptionGrantsExpenses
ENRICHMENT OF THE ACADEMIC EXPERIENCE OF 445 STUDENTS THROUGH ASSEMBLIES, FIELD TRIPS AND EXPERIENCES$0$83,636
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KASEY WATSONPresident-$0--
JOY HENNINGPresident Elect-$0--
JULIE TIGHETreasurer-$0--
ELIZABETH FARRELLYSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Upper Providence Elementary Home and
EIN
06-1698037
Phone
6107056009
Address
833 SOUTH LEWIS ROAD, ROYERSFORD, PA 19468

Signing Officer

Name
Julie Tighe
Title
Treasurer
Phone
2156223069
Signed
2024-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Woolard Krajnik Masciangelo Llp
Address
2007 HILLSIDE CIRCLE, LANSDALE, PA 19446
Preparer
Susan S Krajnik CPA
Phone
2156997084
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: bank interest. Amount: 107.

Form 990-ez, Part I, Line 8 - Other Revenue

Description: school events. Amount: 41,376. Description: give backs. Amount: 22,358. Description: other revenue. Amount: 7,361. Total to form 990-ez, line 8: 71,095.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: school wide events. Amount: 11,597. Description: classroom & student support. Amount: 59,728. Description: grade-level activities. Amount: 9,300. Description: hospitality. Amount: 2,387. Description: general expense. Amount: 624. Total to form 990-ez, line 16: 83,636.

Raw XML Appendix171 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt083636
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IRS990EZ/PrimaryExemptPurposeTxt0TO ENRICH THE ACADEMIC EXPERIENCE OF STUDENTS OF UPE
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: BANK INTEREST. AMOUNT: 107.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: SCHOOL EVENTS. AMOUNT: 41,376. DESCRIPTION: GIVE BACKS. AMOUNT: 22,358. DESCRIPTION: OTHER REVENUE. AMOUNT: 7,361. TOTAL TO FORM 990-EZ, LINE 8: 71,095.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: SCHOOL WIDE EVENTS. AMOUNT: 11,597. DESCRIPTION: CLASSROOM & STUDENT SUPPORT. AMOUNT: 59,728. DESCRIPTION: GRADE-LEVEL ACTIVITIES. AMOUNT: 9,300. DESCRIPTION: HOSPITALITY. AMOUNT: 2,387. DESCRIPTION: GENERAL EXPENSE. AMOUNT: 624. TOTAL TO FORM 990-EZ, LINE 16: 83,636.
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TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum02156223069
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPPER PROVIDENCE ELEMENTARY HOME AND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SCHOOL ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0UPPE
ReturnHeader/Filer/EIN0061698037
ReturnHeader/Filer/PhoneNum06107056009
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ReturnHeader/ReturnTs02024-05-15T14:56:33-05:00
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ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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Filings