Civic Intelligence

Upper Dublin Education Foundation

990 • Fiscal year 2018 • EIN 23-2800379

Jul 01, 2017 to Jun 30, 2018 • Filed on Dec 04, 2018

1580 Fort Washington AvenueMaple Glen, PA 19002-3315

(215) 643-8809

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

45th percentile

1.2%

Higher net margin than 45% 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

44th percentile

-0.8%

Faster asset growth than 44% of similar nonprofits.

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

Revenue Growth

41st percentile

-4.5%

Faster revenue growth than 41% of similar nonprofits.

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

Assets

Down

$439,112

Down $3,656 (-0.8%) from 2017

Net Assets

Up

$439,112

Up $1,101 (+0.3%) from 2017

Liabilities

Down

$0

Down $4,757 (-100%) from 2017

Revenue

Down

$343,784

Down $16,097 (-4.5%) from 2017

Expenses

Up

$339,574

Up $14,244 (+4.4%) from 2017

Net Income

Down

$4,210

Down $30,341 (-88%) 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: $301,617Liabilities 2011: $02011Assets 2012: $333,776Liabilities 2012: $0Net Assets 2012: $333,7762012Assets 2013: $326,449Liabilities 2013: $310Net Assets 2013: $326,1392013Assets 2014: $395,018Liabilities 2014: $0Net Assets 2014: $395,0182014Assets 2015: $341,722Liabilities 2015: $0Net Assets 2015: $341,7222015Assets 2016: $405,120Liabilities 2016: $1,660Net Assets 2016: $403,4602016Assets 2017: $442,768Liabilities 2017: $4,757Net Assets 2017: $438,0112017Assets 2018: $439,112Liabilities 2018: $0Net Assets 2018: $439,1122018Assets 2019: $486,525Liabilities 2019: $0Net Assets 2019: $486,5252019Assets 2020: $501,143Liabilities 2020: $0Net Assets 2020: $501,1432020Assets 2021: $473,207Liabilities 2021: $0Net Assets 2021: $473,2072021Assets 2022: $440,936Liabilities 2022: $0Net Assets 2022: $440,9362022Assets 2023: $423,970Liabilities 2023: $0Net Assets 2023: $423,9702023Assets 2024: $419,063Liabilities 2024: $0Net Assets 2024: $419,0632024

Highlighted filing

2018

Assets$439,112
Liabilities$0
Net Assets$439,112

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $179,952Expenses 2011: $119,258Net Income 2011: $60,6942011Revenue 2012: $312,628Expenses 2012: $280,469Net Income 2012: $32,1592012Revenue 2013: $251,896Expenses 2013: $285,328Net Income 2013: -$33,4322013Revenue 2014: $232,175Expenses 2014: $163,296Net Income 2014: $68,8792014Revenue 2015: $282,797Expenses 2015: $336,093Net Income 2015: -$53,2962015Revenue 2016: $357,130Expenses 2016: $295,392Net Income 2016: $61,7382016Revenue 2017: $359,881Expenses 2017: $325,330Net Income 2017: $34,5512017Revenue 2018: $343,784Expenses 2018: $339,574Net Income 2018: $4,2102018Revenue 2019: $362,737Expenses 2019: $317,830Net Income 2019: $44,9072019Revenue 2020: $241,985Expenses 2020: $229,210Net Income 2020: $12,7752020Revenue 2021: $188,223Expenses 2021: $215,946Net Income 2021: -$27,7232021Revenue 2022: $290,333Expenses 2022: $319,618Net Income 2022: -$29,2852022Revenue 2023: $215,588Expenses 2023: $231,976Net Income 2023: -$16,3882023Revenue 2024: $300,270Expenses 2024: $305,177Net Income 2024: -$4,9072024

Highlighted filing

2018

Revenue$343,784
Expenses$339,574
Net Income$4,210
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Dec 4, 2018
Return Version
2017v2.3
Gross Receipts
$389,556
Mission and Program Overview

Mission

To secure resources from individuals, corporations, community organizations, and foundations to be distributed to support programs and/or students in the upper dublin school district, which will lead to the overall improvement of the quality of education and an enhancement of community support for public education.

To support various programs that benefit the students of upper dublin school district.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$333,161$330,787▼ $2,374
Investments in Publicly Traded Securities$109,607$108,325▼ $1,282
Total Assets$442,768$439,112▼ $3,656
Liabilities
Accounts Payable and Accrued Expenses$4,757--
Total Liabilities$4,757$0▼ $4,757
Net Assets / Fund Balance
Temporarily Rstr Net Assets$322,040$305,577▼ $16,463
Unrestricted Net Assets$115,971$133,535▲ $17,564
Total Net Assets Fund Balance$438,011$439,112▲ $1,101
Total Liabilities and Net Assets / Fund Balance$442,768$439,112▼ $3,656
Compensation and Service Providers

Board Members and Trustees

NameTitle
Vanessa GoodPresident
Art LevinowitzBoard Member
Babs KrugBoard Member
Bob DanaherBoard Member
Deb WheelerBoard Member
Heidi Yutzler-overtonBoard Member
Leslie NylundBoard Member
Lisa LuttmanBoard Member
Matthew BraschBoard Member
Serena BenedettiBoard Member
Susan DiehlBoard Member
Tina PolinBoard Member
Pamela RyanSecretary
Brenda Jones BrayTreasurer
Jeffrey WallackVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$322,730
Program Service Revenue
$0
Investment Income
$4,576
Other Revenue
$16,478
All Other Contributions
$185,038
Change in Net Assets
$4,210
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$157,745
Salaries, Compensation, and Employee Benefits$120,868
Grants and Similar Amounts Paid$60,961
Total Fundraising Expense$12,720
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$79,465$34,870-$114,335
Grants to Domestic Orgs$60,961--$60,961
Fees for Services Other$23,134$4,321$4,893$32,348
Office Expenses$11,465$2,593$5,204$19,262
Payroll Taxes$4,545$1,988-$6,533
Other Expenses$6,358$3,515$543$3,515
Insurance$1,599--$1,599
Advertising$35--$35
Total Functional Expenses$279,522$47,332$12,720$339,574
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
School District of Upper DublinMaple Glen, PA-Technology Equipment$60,961
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$62,250
Fundraising Direct Expenses$45,772
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Monte Carlo Nig$56,650$31,000$22,643$8,357
Various Other E$24,068$14,715-$14,715
Total Events$107,753$62,250$45,772$16,478
Political and Lobbying Activity
Political campaign activity
No
Lobbying 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
Backup withholding compliance
Yes
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, Page 6, Part VI, Line 11B

The form 990 is reviewed and discussed at the board meeting

Form 990, Page 6, Part VI, Line 19

Governing documents are posted to the website as they become available.

Filing and Contact Details

Filer

Filer Name
Upper Dublin Education Foundation
EIN
23-2800379
Phone
2156438809
Address
1580 FORT WASHINGTON AVENUE, MAPLE GLEN, PA 19002-3315

Signing Officer

Name
Brenda Jones Bray
Title
Treasurer
Phone
2156438809
Signed
2018-12-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Vanessa Good
Formed
1995
Legal Domicile
Pa
Voting Board Members
15
Independent Board Members
15
Employees
21
Volunteers
15

Preparer

Firm
Borislow Factor & Kaufmann LLC
Address
765 SKIPPACK PIKE SUITE 100, BLUE BELL, PA 19422-1734
Preparer
Daniel H Kaufmann
Phone
2156433100
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To secure resources from individuals, corporations, community organizations, and foundations to be distributed to support programs and/or students in the upper dublin school district, which will lead to the overall improvement of the quality of education and an enhancement of community support for public education.

Form 990, Page 2, Part III, Line 4D

Support various programs that benefit the students of upper dublin school district.

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IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt091831
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0107093
IRS990/ProgSrvcAccomActyOtherGrp/Desc0SUPPORT VARIOUS PROGRAMS THAT BENEFIT THE STUDENTS OF UPPER DUBLIN SCHOOL DISTRICT.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt067275
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt060961
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0378814
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt078288
IRS990/PYInvestmentIncomeAmt02693
IRS990/PYOtherExpensesAmt0105099
IRS990/PYOtherRevenueAmt0-21626
IRS990/PYRevenuesLessExpensesAmt034551
IRS990/PYSalariesCompEmpBnftPaidAmt0141943
IRS990/PYTotalExpensesAmt0325330
IRS990/PYTotalRevenueAmt0359881
IRS990/ReconcilationRevenueExpnssAmt04210
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0100505
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0213,553
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0322730
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0378814
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0343886
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0309667
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0231459
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01586556
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt04576
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02693
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0383
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt07652
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt066826
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt062250
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt028933
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt058962
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt039243
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt024165
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0213553
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.87760
IRS990ScheduleA/PublicSupportPY170Pct00.90040
IRS990ScheduleA/PublicSupportTotal170Amt01586556
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0322730
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0378814
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0343886
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0309667
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0231459
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01586556
IRS990ScheduleA/TotalSupportAmt01807761
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt045503
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt025650
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt09353
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt010500
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt045772
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt06900
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt06900
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MONTE CARLO NIG
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0VARIOUS OTHER E
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt06803
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt02923
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt09726
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt056650
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt024068
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt027035
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0107753
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt031000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt014715
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt016535
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt062250
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt016478
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt06503
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt029146
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt022643
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt060961
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TECHNOLOGY EQUIPMENT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SCHOOL DISTRICT OF UPPER DUBLIN
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01580 FORT WASHINGTON AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MAPLE GLEN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0PA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd019002
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO SECURE RESOURCES FROM INDIVIDUALS, CORPORATIONS, COMMUNITY ORGANIZATIONS, AND FOUNDATIONS TO BE DISTRIBUTED TO SUPPORT PROGRAMS AND/OR STUDENTS IN THE UPPER DUBLIN SCHOOL DISTRICT, WHICH WILL LEAD TO THE OVERALL IMPROVEMENT OF THE QUALITY OF EDUCATION AND AN ENHANCEMENT OF COMMUNITY SUPPORT FOR PUBLIC EDUCATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SUPPORT VARIOUS PROGRAMS THAT BENEFIT THE STUDENTS OF UPPER DUBLIN SCHOOL DISTRICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS REVIEWED AND DISCUSSED AT THE BOARD MEETING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE POSTED TO THE WEBSITE AS THEY BECOME AVAILABLE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0322040
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0305577
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0442768
IRS990/TotalAssetsEOYAmt0439112
IRS990/TotalAssetsGrp/BOYAmt0442768
IRS990/TotalAssetsGrp/EOYAmt0439112
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0322730
IRS990/TotalEmployeeCnt021
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt012720
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt047332
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0279522
IRS990/TotalFunctionalExpensesGrp/TotalAmt0339574
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04757
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt04757
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0438011
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0439112
IRS990/TotalOtherProgSrvcExpenseAmt067275
IRS990/TotalOtherProgSrvcGrantAmt060961
IRS990/TotalProgramServiceExpensesAmt0279522
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04576
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0343784
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0442768
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0439112
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$3.00$3.05$0.05
2023Detailed filing. Detailed filing data is available for this year.$4.24$0.00$4.24$2.16$2.32$0.16
2022Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$2.90$3.20$0.29
2021Detailed filing. Detailed filing data is available for this year.$4.73$0.00$4.73$1.88$2.16$0.28
2020Detailed filing. Detailed filing data is available for this year.$5.01$0.00$5.01$2.42$2.29$0.13
2019Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$3.63$3.18$0.45
2018Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$3.44$3.40$0.04
2017Detailed filing. Detailed filing data is available for this year.$4.43$0.05$4.38$3.60$3.25$0.35
2016Detailed filing. Detailed filing data is available for this year.$4.05$0.02$4.03$3.57$2.95$0.62
2015Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$2.83$3.36$0.53
2014Summary only. Only limited summary data is available for this year.$3.95$0.00$3.95$2.32$1.63$0.69
2013Summary only. Only limited summary data is available for this year.$3.26$0.00$3.26$2.52$2.85$0.33
2012Summary only. Only limited summary data is available for this year.$3.34$0.00$3.34$3.13$2.80$0.32
2011Summary only. Only limited summary data is available for this year.$3.02$0.00$1.80$1.19$0.61