Civic Intelligence

Upper Merion Township Foundation

EIN 23-2988737 • 501(c)3 • King of Prussia, PA

Profile

A fund of Upper Merion Township that is used to account for special activities that generate income/expense for the benefit of the community.

175 W Valley Forge RdKing of Prussia, PA 19406
Siviq Scores

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

Liabilities / Assets

92nd percentile

0.95x

Higher debt load relative to assets than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

94th percentile

0.91x

Higher debt load relative to revenue than 94% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

83rd percentile

33%

Higher net margin than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

89th percentile

58%

Faster asset growth than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

87th percentile

63%

Faster revenue growth than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Down

$180,480

Down $29,674 (-14%) from 2023

Liabilities

Down

$170,029

Down $29,674 (-15%) from 2023

Net Assets

Flat

$10,451

Flat from 2023

Operations
Liabilities / Revenue94th percentileNet Margin83rd percentile

Revenue

Down

$155,295

Down $63,525 (-29%) from 2023

Expenses

Up

$193,021

Up $47,283 (+32%) from 2023

Net Income

Down

-$37,726

Down $110,808 (-152%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth89th percentile

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

$300K$200K$100K$0Assets 2012: $124,557Liabilities 2012: $114,2232012Assets 2013: $151,713Liabilities 2013: $141,379Net Assets 2013: $10,3342013Assets 2014: $88,606Liabilities 2014: $78,272Net Assets 2014: $10,3342014Assets 2015: $111,308Liabilities 2015: $100,974Net Assets 2015: $10,3342015Assets 2016: $110,346Liabilities 2016: $100,012Net Assets 2016: $10,3342016Assets 2017: $118,261Liabilities 2017: $107,927Net Assets 2017: $10,3342017Assets 2018: $106,986Liabilities 2018: $96,652Net Assets 2018: $10,3342018Assets 2019: $152,410Liabilities 2019: $141,996Net Assets 2019: $10,4142019Assets 2020: $154,597Liabilities 2020: $144,183Net Assets 2020: $10,4142020Assets 2021: $131,430Liabilities 2021: $120,979Net Assets 2021: $10,4512021Assets 2022: $132,653Liabilities 2022: $122,202Net Assets 2022: $10,4512022Assets 2023: $210,154Liabilities 2023: $199,703Net Assets 2023: $10,4512023Assets 2024: $180,480Liabilities 2024: $170,029Net Assets 2024: $10,4512024

Highlighted filing

2024

Assets$180,480
Liabilities$170,029
Net Assets$10,451
Open 2024 Filing

Operations Trend

Revenue Growth87th percentile

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

$300K$200K$100K$0-$100KRevenue 2012: $102,148Expenses 2012: $0Net Income 2012: $102,1482012Revenue 2013: $144,353Expenses 2013: $128,000Net Income 2013: $16,3532013Revenue 2014: $71,677Expenses 2014: $151,488Net Income 2014: -$79,8112014Revenue 2015: $221,162Expenses 2015: $149,834Net Income 2015: $71,3282015Revenue 2016: $151,081Expenses 2016: $152,336Net Income 2016: -$1,2552016Revenue 2017: $149,147Expenses 2017: $141,878Net Income 2017: $7,2692017Revenue 2018: $175,871Expenses 2018: $187,970Net Income 2018: -$12,0992018Revenue 2019: $206,315Expenses 2019: $151,700Net Income 2019: $54,6152019Revenue 2020: $175,960Expenses 2020: $217,759Net Income 2020: -$41,7992020Revenue 2021: $111,513Expenses 2021: $93,943Net Income 2021: $17,5702021Revenue 2022: $133,887Expenses 2022: $133,350Net Income 2022: $5372022Revenue 2023: $218,820Expenses 2023: $145,738Net Income 2023: $73,0822023Revenue 2024: $155,295Expenses 2024: $193,021Net Income 2024: -$37,7262024

Highlighted filing

2024

Revenue$155,295
Expenses$193,021
Net Income-$37,726
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$180,480
Liabilities
$170,029
Net assets
$10,451
Revenue
$155,295
Expenses
$193,021
Net income
-$37,726
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.80$1.70$0.10$1.55$1.93$0.38
2023Detailed filing. Detailed filing data is available for this year.$2.10$2.00$0.10$2.19$1.46$0.73
2022Detailed filing. Detailed filing data is available for this year.$1.33$1.22$0.10$1.34$1.33$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.31$1.21$0.10$1.12$0.94$0.18
2020Detailed filing. Detailed filing data is available for this year.$1.55$1.44$0.10$1.76$2.18$0.42
2019Summary only. Only limited summary data is available for this year.$1.52$1.42$0.10$2.06$1.52$0.55
2018Summary only. Only limited summary data is available for this year.$1.07$0.97$0.10$1.76$1.88$0.12
2017Summary only. Only limited summary data is available for this year.$1.18$1.08$0.10$1.49$1.42$0.07
2016Summary only. Only limited summary data is available for this year.$1.10$1.00$0.10$1.51$1.52$0.01
2015Summary only. Only limited summary data is available for this year.$1.11$1.01$0.10$2.21$1.50$0.71
2014Summary only. Only limited summary data is available for this year.$0.89$0.78$0.10$0.72$1.51$0.80
2013Summary only. Only limited summary data is available for this year.$1.52$1.41$0.10$1.44$1.28$0.16
2012Summary only. Only limited summary data is available for this year.$1.25$1.14$1.02$0.00$1.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 25, 2025
Return Version
2024v5.0
Gross Receipts
$155,295
Mission and Program Overview

Mission

A fund of Upper Merion Township that is used to account for special activities that generate income/expense for the benefit of the community.

A Fund of Upper Merion Township that is used to account for special activities that generate income/expense for the benefit of the community at large.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$210,154$180,480▼ $29,674
Rtn Earn Endowment Incm Other Fnds$10,451$10,451→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$210,154$180,480▼ $29,674
Liabilities
Accounts Payable and Accrued Expenses$199,703$170,029▼ $29,674
Total Liabilities$199,703$170,029▼ $29,674
Net Assets / Fund Balance
Total Net Assets Fund Balance$10,451$10,451→ $0
Total Liabilities and Net Assets / Fund Balance$210,154$180,480▼ $29,674
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Tina GarzilloChairperson
Vincent O GradyVice-Chairperson
Carole KenneyMember
Greg PhilipsMember
Greg WaksMember
Laurel DasherMember
William JenawayMember
Revenue and Support

Revenue Composition

Contributions and Grants
$155,295
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$155,295
Change in Net Assets
$-37,726
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$193,021
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$154,517--$154,517
Grants to Domestic Individuals$38,504--$38,504
Total Functional Expenses$193,021$0$0$193,021
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Upper Merion Area Community CupboardKing of Prussia, PA-Funds used to support the community cupboard.$14,700
Upper Merion Area School DistrictKing of Prussia, PA-Emergency Fund for Rental and Utility Payment Assistance for Upper Merion student families in acute financial need$14,700
King of Prussia Fire AssociationKing of Prussia, PA-Funds used to support Fire Association$6,000
Swedesburg Vol Fire CoBridgeport, PA-Funds used to support Fire Company$6,000
Mitzvah Circle FoundationNorristown, PA-Funds used for Critical Needs Diaper/Period Supplies$5,613
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
No
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
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Form 990 is prepared by the finance department. The results are communicated to the Township Administration.”

Form 990, Part VI, Section C, Line 18

“The operations of the UM Foundation are incorporated into the Consolidated Financial Statements of Upper Merion Township. This financial statement is made public by porting to the Township's Website”

Form 990, Part VI, Section C, Line 19

“The operations of the UM Foundation are incorporated into the Consolidated Financial Statements of Upper Merion Township. The financial statement is made public by porting the Township's website.”

Filing and Contact Details

Filer

Filer Name
Upper Merion Township Foundation
EIN
23-2988737
Phone
6102652600
Address
175 W Valley Forge Rd, King of Prussia, PA 19406

Signing Officer

Name
Aimee Brouse
Title
Director of Finance & Administratio
Phone
6102058541
Signed
2025-04-25

Organization Details

Formed
1998
Legal Domicile
Pa
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“$37,726 is a carryforward of fund balance to fund additional contributions in 2024”

Raw XML Appendix341 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.

Path#Value
IRS990/AccountantCompileOrReviewInd01
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0199703
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0170029
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0A Fund of Upper Merion Township that is used to account for special activities that generate income/expense for the benefit of the community at large.
IRS990/AllOtherContributionsAmt0155295
IRS990/AuditCommitteeInd00
IRS990/BooksInCareOfDetail/PersonNm0Aimee Brouse
IRS990/BooksInCareOfDetail/PhoneNum06102058541
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0175 W Valley Forge Rd
IRS990/BooksInCareOfDetail/USAddress/CityNm0King of Prussia
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd019406
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0210154
IRS990/CashNonInterestBearingGrp/EOYAmt0180480
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContriRptFundraisingEventAmt00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0155295
IRS990/CYGrantsAndSimilarPaidAmt0193021
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt00
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-37726
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0193021
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0155295
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0Contributions from the Valley Forge Casino, per agreement with Upper Merion Township dated January 31, 2012. These funds are distributed to various community organizations and colleges/universities for student scholarship/scholars via an application process.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonatedServicesAndUseFcltsAmt00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0193021
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FederatedCampaignsAmt00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0Tina Garzillo
IRS990/Form990PartVIISectionAGrp/PersonNm1Vincent O Grady
IRS990/Form990PartVIISectionAGrp/PersonNm2Laurel Dasher
IRS990/Form990PartVIISectionAGrp/PersonNm3Greg Waks
IRS990/Form990PartVIISectionAGrp/PersonNm4Carole Kenney
IRS990/Form990PartVIISectionAGrp/PersonNm5William Jenaway
IRS990/Form990PartVIISectionAGrp/PersonNm6Greg Philips
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairperson
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice-Chairperson
IRS990/Form990PartVIISectionAGrp/TitleTxt2Member
IRS990/Form990PartVIISectionAGrp/TitleTxt3Member
IRS990/Form990PartVIISectionAGrp/TitleTxt4Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Member
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingAmt00
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GovernmentGrantsAmt00
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt038504
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt038504
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0154517
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0154517
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0155295
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0A fund of Upper Merion Township that is used to account for special activities that generate income/expense for the benefit of the community.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt010451
IRS990/NetAssetsOrFundBalancesEOYAmt010451
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt037726
IRS990/OtherOrganizationDsc0Foundation
IRS990/OtherRevenueTotalAmt00
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0Upper Merion Township Foundation
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0218820
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0145738
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt00
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt073082
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0145738
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0218820
IRS990/ReconcilationRevenueExpnssAmt0-37726
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0155295
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt010451
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt010451
IRS990ScheduleA/GovernmentalUnitInd0X
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/ScheduleBRequiredInd01
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt010000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Education Scholarship Award
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt01
IRS990ScheduleI/RecipientTable/CashGrantAmt014700
IRS990ScheduleI/RecipientTable/CashGrantAmt114700
IRS990ScheduleI/RecipientTable/CashGrantAmt26000
IRS990ScheduleI/RecipientTable/CashGrantAmt35613
IRS990ScheduleI/RecipientTable/CashGrantAmt46000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Emergency Fund for Rental and Utility Payment Assistance for Upper Merion student families in acute financial need
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Funds used to support the community cupboard.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Funds used to support Fire Association
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3Funds used for Critical Needs Diaper/Period Supplies
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4Funds used to support Fire Company
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Upper Merion Area School District
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Upper Merion Area Community Cupboard
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2King of Prussia Fire Association
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3Mitzvah Circle Foundation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4Swedesburg Vol Fire Co
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0435 Crossfield Rd
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1191 Town Center Rd
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2170 Allendale Road
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt32562 Blvd of the Generals
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4310 Jefferson Street
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt0Suite 100
IRS990ScheduleI/RecipientTable/USAddress/CityNm0King of Prussia
IRS990ScheduleI/RecipientTable/USAddress/CityNm1King of Prussia
IRS990ScheduleI/RecipientTable/USAddress/CityNm2King of Prussia
IRS990ScheduleI/RecipientTable/USAddress/CityNm3Norristown
IRS990ScheduleI/RecipientTable/USAddress/CityNm4Bridgeport
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0PA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1PA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2PA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3PA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4PA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd019406
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd119406
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd219406
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd319403
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd419405
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Schedule I, Part I, Line 2 - The organization request that recipients provide a written report within one year of receiving award.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule I, Part I, Line 2
IRS990ScheduleI/Total501c3OrgCnt05
IRS990ScheduleI/TotalOtherOrgCnt05
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 is prepared by the finance department. The results are communicated to the Township Administration.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The operations of the UM Foundation are incorporated into the Consolidated Financial Statements of Upper Merion Township. This financial statement is made public by porting to the Township's Website
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The operations of the UM Foundation are incorporated into the Consolidated Financial Statements of Upper Merion Township. The financial statement is made public by porting the Township's website.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3$37,726 is a carryforward of fund balance to fund additional contributions in 2024
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XI, Line 9
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0210154
IRS990/TotalAssetsEOYAmt0180480
IRS990/TotalAssetsGrp/BOYAmt0210154
IRS990/TotalAssetsGrp/EOYAmt0180480
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0155295
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0193021
IRS990/TotalFunctionalExpensesGrp/TotalAmt0193021
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0199703
IRS990/TotalLiabilitiesEOYAmt0170029
IRS990/TotalLiabilitiesGrp/BOYAmt0199703
IRS990/TotalLiabilitiesGrp/EOYAmt0170029
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt010451
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt010451
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt0193021
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0155295
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0210154
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0180480
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/USAddress/AddressLine1Txt0175 W Valley Forge Rd
IRS990/USAddress/CityNm0King of Prussia
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd019406
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Aimee Brouse
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director of Finance & Administratio
ReturnHeader/BusinessOfficerGrp/PhoneNum06102058541
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPPER MERION TOWNSHIP FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0UPPE
ReturnHeader/Filer/EIN0232988737
ReturnHeader/Filer/PhoneNum06102652600
ReturnHeader/Filer/USAddress/AddressLine1Txt0175 W Valley Forge Rd
ReturnHeader/Filer/USAddress/CityNm0King of Prussia
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019406
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02025-05-12T13:55:43-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.