Civic Intelligence

Upper Gwynedd Township Voluntary Beneficiary Association

EIN 23-2612148 • 501(c)9 • North Wales, PA

North Wales, PA
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

53rd percentile

0.00x

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

501(c)9 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

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

501(c)9 • $500k-$1M nonprofits • Source year 2024

Net Margin

14th percentile

-73%

Higher net margin than 14% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

501(c)9 • $500k-$1M nonprofits • Source year 2024

Asset Growth

33rd percentile

-13%

Faster asset growth than 33% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

10th percentile

-50%

Faster revenue growth than 10% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$521,121

Up $155,422 (+42%) from 2019

Liabilities

Down

$0

Down $2,221 (-100%) from 2019

Net Assets

$521,121

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue61st percentileNet Margin14th percentile

Revenue

Up

$76,573

Up $6,255 (+8.9%) from 2019

Expenses

Up

$132,746

Up $116,804 (+733%) from 2019

Net Income

Down

-$56,173

Down $110,549 (-203%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth33rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2010: $243,252Liabilities 2010: $3,7732010Assets 2011: $252,739Liabilities 2011: $4122011Assets 2012: $258,318Liabilities 2012: $2862012Assets 2019: $365,699Liabilities 2019: $2,2212019Assets 2024: $521,121Liabilities 2024: $0Net Assets 2024: $521,1212024

Highlighted filing

2024

Assets$521,121
Liabilities$0
Net Assets$521,121
Open 2024 Filing

Operations Trend

Revenue Growth10th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50K-$100KRevenue 2010: $24,176Expenses 2010: $6,962Net Income 2010: $17,2142010Revenue 2011: $19,179Expenses 2011: $6,331Net Income 2011: $12,8482011Revenue 2012: $20,537Expenses 2012: $14,831Net Income 2012: $5,7062012Revenue 2019: $70,318Expenses 2019: $15,942Net Income 2019: $54,3762019Revenue 2024: $76,573Expenses 2024: $132,746Net Income 2024: -$56,1732024

Highlighted filing

2024

Revenue$76,573
Expenses$132,746
Net Income-$56,173
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$521,121
Liabilities
$0
Net assets
$521,121
Revenue
$76,573
Expenses
$132,746
Net income
-$56,173
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.21$0.00$5.21$0.77$1.33$0.56
2019Summary only. Only limited summary data is available for this year.$3.66$0.02$0.70$0.16$0.54
2012Summary only. Only limited summary data is available for this year.$2.58$0.00$0.21$0.15$0.06
2011Summary only. Only limited summary data is available for this year.$2.53$0.00$0.19$0.06$0.13
2010Summary only. Only limited summary data is available for this year.$2.43$0.04$0.24$0.07$0.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 13, 2025
Return Version
2024v5.2
Gross Receipts
$76,573
Mission and Program Overview

Mission

Voluntary employee's beneficiary association providing for postretirement medical benefits upon retirement to plan members and their beneficiaries, pursuant to township ordinances and the collective bargaining agreement between the township and the police officers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$577,294$521,121▼ $56,173
Investments in Publicly Traded Securities$475,347$381,676▼ $93,671
Cash and Non-Interest-Bearing Accounts$121,221$139,445▲ $18,224
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$596,568$521,121▼ $75,447
Liabilities
Accounts Payable and Accrued Expenses$18,174$0▼ $18,174
Other Liabilities$1,100$0▼ $1,100
Total Liabilities$19,274$0▼ $19,274
Net Assets / Fund Balance
Total Net Assets Fund Balance$577,294$521,121▼ $56,173
Total Liabilities and Net Assets / Fund Balance$596,568$521,121▼ $75,447
Compensation and Service Providers
Top Officer Pay56th percentile

Board Members and Trustees

NameTitle
Katherine CarterPresident
Rebecca MoodieVice President
Brian ShapiroMember
Denise HullMember
Greg MollMember
Liz McnaneyMember
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$60,978
Investment Income
$15,595
Other Revenue
$0
Change in Net Assets
$-56,173

Audited Revenue Reconciliation

Revenue per Audited Statements
$76,573
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$76,573
Total Revenue per Form 990
$76,573
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$87,787
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses---$77,156
Benefits to Members---$44,959
Fees for Services Other---$8,000
Fees for Services Accounting---$2,631
Total Functional Expenses$0$0$0$132,746

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$132,746
Total Expenses per Audited Statements$132,746
Total Expenses per Form 990$132,746
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The board members were each given a copy of the form 990 for review and comments.”

Form 990, Part VI, Section B, Line 12C

“Each year, all board members, officers and key employees complete conflict of interest forms which are reviewed by the board president and ceo.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policies and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Upper Gwynedd Township Voluntary
EIN
23-2612148
Phone
2156997777
Address
1 PARKSIDE PLACE, NORTH WALES, PA 19454

Signing Officer

Name
Brian Shapiro
Title
Director
Phone
2156997777
Signed
2025-08-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brian Shapiro
Formed
1891
Legal Domicile
Pa
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
Maillie Llp
Address
500 NORTH LEWIS RD, LIMERICK, PA 19468
Preparer
Christopher N Herr CPA
Phone
6109351420
Raw XML Appendix325 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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN SHAPIRO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02156997777
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPPER GWYNEDD TOWNSHIP VOLUNTARY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BENEFICIARY ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0UPPE
ReturnHeader/Filer/EIN0232612148
ReturnHeader/Filer/PhoneNum02156997777
ReturnHeader/Filer/USAddress/AddressLine1Txt01 PARKSIDE PLACE
ReturnHeader/Filer/USAddress/CityNm0NORTH WALES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019454
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0231518888
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MAILLIE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 NORTH LEWIS RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LIMERICK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019468
ReturnHeader/PreparerPersonGrp/PhoneNum06109351420
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER N HERR CPA
ReturnHeader/ReturnTs02025-08-18T12:43:41-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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