Civic Intelligence

Upper Dublin Education Foundation

990 • Fiscal year 2022 • EIN 23-2800379

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 21, 2022

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

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

26th percentile

-10%

Higher net margin than 26% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

35th percentile

-6.8%

Faster asset growth than 35% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

74th percentile

54%

Faster revenue growth than 74% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$440,936

Down $32,271 (-6.8%) from 2021

Net Assets

Down

$440,936

Down $32,271 (-6.8%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$290,333

Up $102,110 (+54%) from 2021

Expenses

Up

$319,618

Up $103,672 (+48%) from 2021

Net Income

Down

-$29,285

Down $1,562 (-5.6%) from 2021

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

2022

Assets$440,936
Liabilities$0
Net Assets$440,936

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

2022

Revenue$290,333
Expenses$319,618
Net Income-$29,285
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 21, 2022
Return Version
2021v4.0
Gross Receipts
$292,733
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$426,089$396,804▼ $29,285
Investments in Publicly Traded Securities$47,118$44,132▼ $2,986
Total Assets$473,207$440,936▼ $32,271
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$320,363$274,965▼ $45,398
Net Assets Without Donor Restrictions$152,844$165,971▲ $13,127
Total Net Assets Fund Balance$473,207$440,936▼ $32,271
Total Liabilities and Net Assets / Fund Balance$473,207$440,936▼ $32,271
Compensation and Service Providers

Board Members and Trustees

NameTitle
Heidi Yutzler-overtonPresident
Babs KrugBoard Member
Becca SokoloffBoard Member
Ed KovlerBoard Member
Faith SacksBoard 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
$275,515
Program Service Revenue
$0
Investment Income
$929
Other Revenue
$13,889
All Other Contributions
$259,615
Change in Net Assets
$-29,285
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$188,201
Grants and Similar Amounts Paid$83,275
Salaries, Compensation, and Employee Benefits$48,142
Total Fundraising Expense$4,296
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$83,275--$83,275
Office Expenses$54,476$2,071$3,957$60,504
Other Salaries and Wages$3,500$40,838-$44,338
Fees for Services Other$16,358$5,657$339$22,354
Payroll Taxes$300$3,504-$3,804
Other Expenses$1,712--$1,712
Insurance-$494-$494
Total Functional Expenses$262,758$52,564$4,296$319,618
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
School District of Upper DublinMaple Glen, PA-Technology Equip-gf$76,672
School District of Upper DublinMaple Glen, PA-Ud Strong$6,603
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$16,289
Fundraising Direct Expenses$2,400
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Mission Possibl$10,859$10,859-$10,859
Medals Dinner$7,830$5,430$2,400$3,030
Total Events$18,689$16,289$2,400$13,889
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
2022-11-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Heidi Yutzler-overton
Formed
1995
Legal Domicile
Pa
Voting Board Members
12
Independent Board Members
12
Employees
2
Volunteers
15

Preparer

Firm
Mc Carthy & Co Pc
Address
492 NORRISTOWN RD STE 160, BLUE BELL, PA 19422-2339
Preparer
Daniel H Kaufmann
Phone
6108281900
Supplemental Narrative

Additional Explanations

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/Desc0UD STRONG: AFTER A TORNADO DAMAGED OUR SCHOOLS ON 9/1/21, WE ESTABLISHED A FUND TO COVER OUR DISTRICT'S GREATEST NEEDS INCLUDING CLASSROOM SUPPLIES, LIBRARY BOOKS AND EDUCATOR'S PERSONAL TEACHING ITEMS THAT WERE DESTROYED.
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IRS990/PYOtherExpensesAmt0143312
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IRS990/PYRevenuesLessExpensesAmt0-27723
IRS990/PYSalariesCompEmpBnftPaidAmt043960
IRS990/PYTotalExpensesAmt0215946
IRS990/PYTotalRevenueAmt0188223
IRS990/ReconcilationRevenueExpnssAmt0-29285
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IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
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IRS990/RevenueAmt0100000
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0199616
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0225635
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0338613
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0322730
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01362109
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0929
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01425
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt04577
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt05507
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04576
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt017014
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0207935
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt016289
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt05784
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt033534
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt074548
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt062250
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0192405
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.86670
IRS990ScheduleA/PublicSupportPY170Pct00.86750
IRS990ScheduleA/PublicSupportTotal170Amt01362109
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0275515
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0199616
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0225635
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0338613
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0322730
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01362109
IRS990ScheduleA/TotalSupportAmt01571528
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MISSION POSSIBL
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0MEDALS DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt010859
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07830
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt018689
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt010859
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05430
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt016289
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013889
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02400
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02400
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IRS990ScheduleI/RecipientTable/CashGrantAmt076672
IRS990ScheduleI/RecipientTable/CashGrantAmt16603
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TECHNOLOGY EQUIP-GF
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1UD STRONG
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
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1PA
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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/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
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0440936
IRS990/TotalAssetsGrp/BOYAmt0473207
IRS990/TotalAssetsGrp/EOYAmt0440936
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IRS990/TotalContributionsAmt0275515
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt04296
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt052564
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0262758
IRS990/TotalFunctionalExpensesGrp/TotalAmt0319618
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0473207
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0440936
IRS990/TotalOtherProgSrvcExpenseAmt069372
IRS990/TotalProgramServiceExpensesAmt0262758
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0929
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0290333
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0473207
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0440936
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt01565 DERRY DRIVE
IRS990/USAddress/CityNm0DRESHER
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd019025
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
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/SignatureDt02022-11-21

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