Civic Intelligence

Upper Providence Elementary Home and School Association

990EZ • Fiscal year 2024 • EIN 06-1698037

Jul 01, 2023 to Jun 30, 2024 • Filed on Jan 27, 2025

Organization ProfileWWW.SPRING-FORD.NET
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

56th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

90th percentile

47%

Higher net margin than 90% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

79th percentile

32%

Faster asset growth than 79% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

31st percentile

-14%

Faster revenue growth than 31% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$128,710

Up $31,487 (+32%) from 2023

Net Assets

Up

$128,710

Up $31,487 (+32%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin90th percentile

Revenue

Down

$67,553

Down $10,672 (-14%) from 2023

Expenses

Down

$36,066

Down $47,570 (-57%) from 2023

Net Income

Up

$31,487

Up $36,898 (+682%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

2024

Assets$128,710
Liabilities$0
Net Assets$128,710
Open 2024 Filing

Operations Trend

Revenue Growth31st percentile

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

2024

Revenue$67,553
Expenses$36,066
Net Income$31,487
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jan 27, 2025
Return Version
2023v6.0
Gross Receipts
$67,553
Mission and Program Overview

Mission

To enrich the academic experience of students of upe

Program Services

DescriptionGrantsExpenses
ENRICHMENT OF THE ACADEMIC EXPERIENCE OF SCHOOL STUDENTS THROUGH ASSEMBLIES, FIELD TRIPS AND EXPERIENCES$0$36,066
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOY HENNINGPresident-$0--
JAMIE SMITHPresident Elect-$0--
ASHLEE FILCHNERTreasurer-$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
Ashlee Filchner
Title
Treasurer
Phone
4846862827
Signed
2025-01-27
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: 181.”

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

“Description: school events. Amount: 36,413. Description: give backs. Amount: 15,542. Description: other revenue. Amount: 5,600. Total to form 990-ez, line 8: 57,555.”

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

“Description: school wide events. Amount: 16,084. Description: classroom & student support. Amount: 10,800. Description: grade-level activities. Amount: 6,170. Description: hospitality. Amount: 2,425. Description: general expense. Amount: 587. Total to form 990-ez, line 16: 36,066.”

Raw XML Appendix165 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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOY HENNING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAMIE SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ASHLEE FILCHNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ELIZABETH FARRELLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt036066
IRS990EZ/OtherRevenueTotalAmt057555
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO ENRICH THE ACADEMIC EXPERIENCE OF STUDENTS OF UPE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ENRICHMENT OF THE ACADEMIC EXPERIENCE OF SCHOOL STUDENTS THROUGH ASSEMBLIES, FIELD TRIPS AND EXPERIENCES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt036066
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0PA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt036066
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IRS990EZ/TotalRevenueAmt067553
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://WWW.SPRING-FORD.NET
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09817
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07023
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02530
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt08952
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt08547
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt036869
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt057555
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt071096
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus2YearsAmt053395
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus3YearsAmt050771
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus4YearsAmt048564
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt0281381
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.53070
IRS990ScheduleA/PublicSupportPY509Pct00.52830
IRS990ScheduleA/PublicSupportTotal509Amt0318250
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearAmt057555
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0124927
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: BANK INTEREST. AMOUNT: 181.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: SCHOOL EVENTS. AMOUNT: 36,413. DESCRIPTION: GIVE BACKS. AMOUNT: 15,542. DESCRIPTION: OTHER REVENUE. AMOUNT: 5,600. TOTAL TO FORM 990-EZ, LINE 8: 57,555.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: SCHOOL WIDE EVENTS. AMOUNT: 16,084. DESCRIPTION: CLASSROOM & STUDENT SUPPORT. AMOUNT: 10,800. DESCRIPTION: GRADE-LEVEL ACTIVITIES. AMOUNT: 6,170. DESCRIPTION: HOSPITALITY. AMOUNT: 2,425. DESCRIPTION: GENERAL EXPENSE. AMOUNT: 587. TOTAL TO FORM 990-EZ, LINE 16: 36,066.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ASHLEE FILCHNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04846862827
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPPER PROVIDENCE ELEMENTARY HOME AND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SCHOOL ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0UPPE
ReturnHeader/Filer/EIN0061698037
ReturnHeader/Filer/PhoneNum06107056009
ReturnHeader/Filer/USAddress/AddressLine1Txt0833 SOUTH LEWIS ROAD
ReturnHeader/Filer/USAddress/CityNm0ROYERSFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019468
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232194268
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WOOLARD KRAJNIK MASCIANGELO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02007 HILLSIDE CIRCLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LANSDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019446
ReturnHeader/PreparerPersonGrp/PhoneNum02156997084
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN S KRAJNIK CPA
ReturnHeader/ReturnTs02025-02-06T15:03:49-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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.

Open filing
Assets
$128,710
Liabilities
$0
Net assets
$128,710
Revenue
$67,553
Expenses
$36,066
Net income
$31,487
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$1.45$1.28$0.18
2024Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.68$0.36$0.31
2023Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.78$0.84$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.53$0.51$0.02
2013Summary only. Only limited summary data is available for this year.$0.57$0.00$0.57$0.34$0.41$0.07
2012Summary only. Only limited summary data is available for this year.$0.60$0.00$0.60$0.33$0.28$0.05