Civic Intelligence

Upper Perkiomen Valley Library Association Inc.

990EZ • Fiscal year 2018 • EIN 23-1730538

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 30, 2019

350 Main StreetRed Hill, PA 18076

(215) 679-2020

Siviq Scores

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

Liabilities / Assets

61st percentile

0.01x

Higher debt load relative to assets than 61% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

67th percentile

0.01x

Higher debt load relative to revenue than 67% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

78th percentile

22%

Higher net margin than 78% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

62nd percentile

9.2%

Faster asset growth than 62% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

69th percentile

16%

Faster revenue growth than 69% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$309,670

Up $26,115 (+9.2%) from 2017

Net Assets

Up

$308,069

Up $25,978 (+9.2%) from 2017

Liabilities

Up

$1,601

Up $137 (+9.4%) from 2017

Revenue

Up

$117,229

Up $15,983 (+16%) from 2017

Expenses

Up

$91,251

Up $2,989 (+3.4%) from 2017

Net Income

Up

$25,978

Up $12,994 (+100%) from 2017

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $292,777Liabilities 2011: $720Net Assets 2011: $292,0572011Assets 2012: $305,383Liabilities 2012: $22,869Net Assets 2012: $282,5142012Assets 2013: $289,307Liabilities 2013: $21,500Net Assets 2013: $267,8072013Assets 2014: $273,080Liabilities 2014: $0Net Assets 2014: $273,0802014Assets 2015: $265,019Liabilities 2015: $0Net Assets 2015: $265,0192015Assets 2016: $269,107Liabilities 2016: $0Net Assets 2016: $269,1072016Assets 2017: $283,555Liabilities 2017: $1,464Net Assets 2017: $282,0912017Assets 2018: $309,670Liabilities 2018: $1,601Net Assets 2018: $308,0692018Assets 2019: $318,552Liabilities 2019: $722Net Assets 2019: $317,8302019Assets 2020: $319,926Liabilities 2020: $496Net Assets 2020: $319,4302020Assets 2021: $370,112Liabilities 2021: $529Net Assets 2021: $369,5832021Assets 2022: $365,117Liabilities 2022: $2,595Net Assets 2022: $362,5222022Assets 2023: $426,958Liabilities 2023: $22,705Net Assets 2023: $404,2532023Assets 2024: $414,123Liabilities 2024: $1,438Net Assets 2024: $412,6852024

Highlighted filing

2018

Assets$309,670
Liabilities$1,601
Net Assets$308,069

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $78,672Expenses 2011: $106,915Net Income 2011: -$28,2432011Revenue 2012: $88,866Expenses 2012: $98,409Net Income 2012: -$9,5432012Revenue 2013: $87,585Expenses 2013: $102,292Net Income 2013: -$14,7072013Revenue 2014: $98,530Expenses 2014: $100,702Net Income 2014: -$2,1722014Revenue 2015: $93,282Expenses 2015: $101,343Net Income 2015: -$8,0612015Revenue 2016: $98,593Expenses 2016: $94,505Net Income 2016: $4,0882016Revenue 2017: $101,246Expenses 2017: $88,262Net Income 2017: $12,9842017Revenue 2018: $117,229Expenses 2018: $91,251Net Income 2018: $25,9782018Revenue 2019: $102,397Expenses 2019: $92,636Net Income 2019: $9,7612019Revenue 2020: $81,008Expenses 2020: $79,408Net Income 2020: $1,6002020Revenue 2021: $138,686Expenses 2021: $88,533Net Income 2021: $50,1532021Revenue 2022: $87,652Expenses 2022: $94,713Net Income 2022: -$7,0612022Revenue 2023: $134,237Expenses 2023: $92,506Net Income 2023: $41,7312023Revenue 2024: $105,750Expenses 2024: $97,318Net Income 2024: $8,4322024

Highlighted filing

2018

Revenue$117,229
Expenses$91,251
Net Income$25,978
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 30, 2019
Return Version
2018v3.1
Gross Receipts
$123,782
Mission and Program Overview

Mission

To provide convenient access to resources that inform, educate, entertain, and enrich people's lives.

Program Services

DescriptionGrantsExpenses
TO PROVIDE LIBRARY SERVICES TO THE COMMUNITY$0$90,244
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA HAINESPresident-$0--
SHAUN YORGEYVice President-$0--
REBEKAH PUTERATreasurer-$0--
KRISTINE CASHATTRecording Secretary-$0--
JIM GREENDirector-$0--
JOHN MANSFIELDDirector-$0--
TARA SMITHDirector-$0--
TERRI BOONEDirector-$0--
T GARBERDirector-$0--
KELLY COXDirector-$0--
DOREEN FRIELDirector-$0--
RYAN SLOYERDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wine Tasting Event$21,641$21,641$1,282$20,359
Beer Tasting$5,937$5,937$1,319$4,618
Total Events$27,578$27,578$6,553$21,025
Filing and Contact Details

Filer

Filer Name
Upper Perkiomen Valley Library
EIN
23-1730538
Phone
2156792020
Address
350 MAIN STREET, RED HILL, PA 18076

Signing Officer

Name
Rebekah S Putera
Title
Treasurer
Phone
2156792020
Signed
2019-07-30
Discuss with paid preparer
Yes

Preparer

Firm
Maillie Llp
Address
PO BOX 680, OAKS, PA 19456-0680
Preparer
William Breslawski Jr CPA
Phone
6109351420
Supplemental Narrative

Additional Explanations

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

Description: investment income. Amount: 1,145.

Form 990-ez, Part I, Line 14

Description: depreciation. Amount: 8,038. Description: other expenses. Amount: 28,259. Total to form 990-ez, line 14: 36,297.

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

Description: books and materials. Amount: 5,357. Description: office. Amount: 5,320. Description: professional development. Amount: 120. Description: other event expenses. Amount: 907. Total to form 990-ez, line 16: 11,704.

Form 990-ez, Part II, Line 24 - Other Assets

Description: prepaid insurance. Beg. Of year amount: 2,360. End of year amount: 2,140. Description: accounts receivable. Beg. Of year amount: 1,200. End of year amount: 0.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accounts payable. Beg. Of year amount: 1,464. End of year amount: 1,601.

Raw XML Appendix242 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/PrimaryExemptPurposeTxt0TO PROVIDE CONVENIENT ACCESS TO RESOURCES THAT INFORM, EDUCATE, ENTERTAIN, AND ENRICH PEOPLE'S LIVES.
IRS990EZ/PrintingPublicationsPostageAmt0250
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 1,145.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DEPRECIATION. AMOUNT: 8,038. DESCRIPTION: OTHER EXPENSES. AMOUNT: 28,259. TOTAL TO FORM 990-EZ, LINE 14: 36,297.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: BOOKS AND MATERIALS. AMOUNT: 5,357. DESCRIPTION: OFFICE. AMOUNT: 5,320. DESCRIPTION: PROFESSIONAL DEVELOPMENT. AMOUNT: 120. DESCRIPTION: OTHER EVENT EXPENSES. AMOUNT: 907. TOTAL TO FORM 990-EZ, LINE 16: 11,704.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: PREPAID INSURANCE. BEG. OF YEAR AMOUNT: 2,360. END OF YEAR AMOUNT: 2,140. DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 1,200. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 1,464. END OF YEAR AMOUNT: 1,601.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
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/PreparerPersonGrp/PhoneNum06109351420
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM BRESLAWSKI JR CPA
ReturnHeader/ReturnTs02019-08-26T14:50:07-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.14$0.01$4.13$1.06$0.97$0.08
2023Detailed filing. Detailed filing data is available for this year.$4.27$0.23$4.04$1.34$0.93$0.42
2022Detailed filing. Detailed filing data is available for this year.$3.65$0.03$3.63$0.88$0.95$0.07
2021Detailed filing. Detailed filing data is available for this year.$3.70$0.01$3.70$1.39$0.89$0.50
2020Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.19$0.81$0.79$0.02
2019Detailed filing. Detailed filing data is available for this year.$3.19$0.01$3.18$1.02$0.93$0.10
2018Detailed filing. Detailed filing data is available for this year.$3.10$0.02$3.08$1.17$0.91$0.26
2017Detailed filing. Detailed filing data is available for this year.$2.84$0.01$2.82$1.01$0.88$0.13
2016Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.99$0.95$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.93$1.01$0.08
2014Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.99$1.01$0.02
2013Detailed filing. Detailed filing data is available for this year.$2.89$0.22$2.68$0.88$1.02$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.05$0.23$2.83$0.89$0.98$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.93$0.01$2.92$0.79$1.07$0.28