Civic Intelligence

Upper Merion Township Foundation

990 • Fiscal year 2025 • EIN 23-2988737

Jan 01, 2025 to Dec 31, 2025

Organization Profile
175 W Valley Forge RdKing of Prussia, PA 19406

(610) 265-2600

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$276,780

Up $96,300 (+53%) from 2024

Net Assets

Flat

$10,451

Flat from 2024

Liabilities

Up

$266,329

Up $96,300 (+57%) from 2024

Revenue And Expenses

Revenue

Up

$283,529

Up $128,234 (+83%) from 2024

Expenses

Up

$193,873

Up $852 (+0.4%) from 2024

Net Income

Up

$89,656

Up $127,382 (+338%) from 2024

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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: $10,4512024Assets 2025: $276,780Liabilities 2025: $266,329Net Assets 2025: $10,4512025

Highlighted filing

2025

Assets$276,780
Liabilities$266,329
Net Assets$10,451
Open 2025 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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: -$37,7262024Revenue 2025: $283,529Expenses 2025: $193,873Net Income 2025: $89,6562025

Highlighted filing

2025

Revenue$283,529
Expenses$193,873
Net Income$89,656
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Apr 24, 2026
Return Version
2025v4.0
Gross Receipts
$283,529
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$180,480$276,780▲ $96,300
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$180,480$276,780▲ $96,300
Liabilities
Accounts Payable and Accrued Expenses$170,029$266,329▲ $96,300
Total Liabilities$170,029$266,329▲ $96,300
Net Assets / Fund Balance
Total Net Assets Fund Balance$10,451$10,451→ $0
Total Liabilities and Net Assets / Fund Balance$180,480$276,780▲ $96,300
Compensation and Service Providers

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
$283,529
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$283,529
Change in Net Assets
$89,656
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$193,873
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$137,366--$137,366
Grants to Domestic Individuals$56,507--$56,507
Total Functional Expenses$193,873$0$0$193,873
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Upper Merion Area Community CupboardKing of Prussia, PA-Funds used to support the community cupboard.$19,600
Upper Merion Area Community Cupboard Emergency HousingKing of Prussia, PA-Funds used to support Community Cupboard Emergency Housing.$7,000
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
2026-04-24

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

“$89,657 is a carryforward of fund balance to fund additional contributions in 2025”

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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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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$89,657 is a carryforward of fund balance to fund additional contributions in 2025
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
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ReturnHeader/BusinessOfficerGrp/PhoneNum06102058541
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-04-24
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/ReturnTs02026-04-24T13:09:02-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

Document Assets

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Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$276,780
Liabilities
$266,329
Net assets
$10,451
Revenue
$283,529
Expenses
$193,873
Net income
$89,656
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.77$2.66$0.10$2.84$1.94$0.90
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