Civic Intelligence

Upper Dublin Education Foundation

990 • Fiscal year 2021 • EIN 23-2800379

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 21, 2021

Organization ProfileWWW.UDEF.INFO
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

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

21st percentile

-15%

Higher net margin than 21% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

31st percentile

-5.6%

Faster asset growth than 31% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

30th percentile

-22%

Faster revenue growth than 30% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$473,207

Down $27,936 (-5.6%) from 2020

Net Assets

Down

$473,207

Down $27,936 (-5.6%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin21st percentile

Revenue

Down

$188,223

Down $53,762 (-22%) from 2020

Expenses

Down

$215,946

Down $13,264 (-5.8%) from 2020

Net Income

Down

-$27,723

Down $40,498 (-317%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

2021

Assets$473,207
Liabilities$0
Net Assets$473,207
Open 2021 Filing

Operations Trend

Revenue Growth30th percentile

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

2021

Revenue$188,223
Expenses$215,946
Net Income-$27,723
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 21, 2021
Return Version
2020v4.0
Gross Receipts
$205,341
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$424,582$426,089▲ $1,507
Investments in Publicly Traded Securities$76,561$47,118▼ $29,443
Total Assets$501,143$473,207▼ $27,936
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$351,418$320,363▼ $31,055
Net Assets Without Donor Restrictions$149,725$152,844▲ $3,119
Total Net Assets Fund Balance$501,143$473,207▼ $27,936
Total Liabilities and Net Assets / Fund Balance$501,143$473,207▼ $27,936
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Heidi Yutzler-overtonPresident
Babs KrugBoard Member
Ed KovlerBoard Member
Faith SacksBoard Member
Jeffrey WallackBoard Member
Lisa LuttmanBoard Member
Pam TeufelBoard Member
Patti MalitasBoard Member
Steven M YanniBoard Member
Tina PolinBoard Member
Jim OwensSecretary
Andrew G LechmanTreasurer
Pamela RyanVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$199,616
Program Service Revenue
$0
Investment Income
$1,425
Other Revenue
$-12,818
All Other Contributions
$141,216
Change in Net Assets
$-27,723
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$143,312
Salaries, Compensation, and Employee Benefits$43,960
Grants and Similar Amounts Paid$28,674
Total Fundraising Expense$4,198
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$71,738-$108$71,846
Fees for Services Other$57,511$5,942-$63,453
Other Salaries and Wages$3,000$37,501-$40,501
Grants to Domestic Orgs$28,674--$28,674
Office Expenses$1,220$2,175$4,090$7,485
Payroll Taxes$256$3,203-$3,459
Insurance-$528-$528
Total Functional Expenses$162,399$49,349$4,198$215,946
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
School District of Upper DublinMaple Glen, PA-Technology Equip-gf$21,498
School District of Upper DublinMaple Glen, PA-Technology Equip-oth$7,176
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$17,118
Fundraising Gross Income$4,300
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Mission Possibl$23,100$4,300$13,497$-9,197
Total Events$23,100$4,300$13,497$-9,197
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 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, 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
Andrew G Lechman
Title
Treasurer
Phone
2156438809
Signed
2021-10-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Heidi Yutzler-overton
Formed
1995
Legal Domicile
Pa
Voting Board Members
13
Independent Board Members
13
Employees
12
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, Page 2, Part III, Line 4D

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

Form 990, Part IX, Line 11G

“Contract services 48,914 0 0 contract services 434 0 0 contract services 8,163 5,942 0 total 57,511 5,942 0”

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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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IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt075000
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0225635
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0338613
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0322730
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0378814
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01465408
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01425
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt04577
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt05507
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt04576
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02693
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt018778
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0190717
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt05784
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt033534
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt074548
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt062250
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt028933
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0205049
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.86750
IRS990ScheduleA/PublicSupportPY170Pct00.85370
IRS990ScheduleA/PublicSupportTotal170Amt01465408
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0199616
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0225635
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0338613
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0322730
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0378814
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01465408
IRS990ScheduleA/TotalSupportAmt01689235
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt018800
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt018800
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013497
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MISSION POSSIBL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023100
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt023100
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt04300
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt04300
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-9197
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013497
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013497
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt021498
IRS990ScheduleI/RecipientTable/CashGrantAmt17176
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TECHNOLOGY EQUIP-GF
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TECHNOLOGY EQUIP-OTH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SCHOOL DISTRICT OF UPPER DUBLIN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1SCHOOL DISTRICT OF UPPER DUBLIN
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01580 FORT WASHINGTON AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11580 FORT WASHINGTON AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MAPLE GLEN
IRS990ScheduleI/RecipientTable/USAddress/CityNm1MAPLE GLEN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0PA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1PA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd019002
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd119002
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SUPPORT VARIOUS PROGRAMS THAT BENEFIT THE STUDENTS OF UPPER DUBLIN SCHOOL DISTRICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED AND DISCUSSED AT THE BOARD MEETING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE POSTED TO THE WEBSITE AS THEY BECOME AVAILABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONTRACT SERVICES 48,914 0 0 CONTRACT SERVICES 434 0 0 CONTRACT SERVICES 8,163 5,942 0 TOTAL 57,511 5,942 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0501143
IRS990/TotalAssetsEOYAmt0473207
IRS990/TotalAssetsGrp/BOYAmt0501143
IRS990/TotalAssetsGrp/EOYAmt0473207
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0199616
IRS990/TotalEmployeeCnt012
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt04198
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt049349
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0162399
IRS990/TotalFunctionalExpensesGrp/TotalAmt0215946
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0501143
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0473207
IRS990/TotalOtherProgSrvcExpenseAmt032789
IRS990/TotalOtherProgSrvcGrantAmt07176
IRS990/TotalProgramServiceExpensesAmt0162399
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01425
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0188223
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0501143
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0473207
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt01565 DERRY DRIVE
IRS990/USAddress/CityNm0DRESHER
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd019025
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0WWW.UDEF.INFO
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREW G LECHMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02156438809
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPPER DUBLIN EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0UPPE
ReturnHeader/Filer/EIN0232800379
ReturnHeader/Filer/PhoneNum02156438809

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$473,207
Liabilities
$0
Net assets
$473,207
Revenue
$188,223
Expenses
$215,946
Net income
-$27,723
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