Civic Intelligence

Upper Bucks Lions Kidney Foundation

990EZ • Fiscal year 2017 • EIN 23-7245452

Jan 01, 2017 to Dec 31, 2017 • Filed on Feb 14, 2018

PO Box 33Trumbauersville, PA 18970-0033

(215) 536-3089

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

10th percentile

-38%

Higher net margin than 10% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

21st percentile

-20%

Faster asset growth than 21% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

36th percentile

-7.6%

Faster revenue growth than 36% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$29,636

Down $7,308 (-20%) from 2016

Net Assets

Down

$29,636

Down $7,308 (-20%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$19,238

Down $1,578 (-7.6%) from 2016

Expenses

Up

$26,546

Up $564 (+2.2%) from 2016

Net Income

Down

-$7,308

Down $2,142 (-41%) from 2016

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $7,375Liabilities 2012: $0Net Assets 2012: $7,3752012Assets 2013: $21,498Liabilities 2013: $0Net Assets 2013: $21,4982013Assets 2014: $24,896Liabilities 2014: $0Net Assets 2014: $24,8962014Assets 2015: $42,110Liabilities 2015: $0Net Assets 2015: $42,1102015Assets 2016: $36,944Liabilities 2016: $0Net Assets 2016: $36,9442016Assets 2017: $29,636Liabilities 2017: $0Net Assets 2017: $29,6362017Assets 2018: $24,394Liabilities 2018: $0Net Assets 2018: $24,3942018Assets 2019: $17,184Liabilities 2019: $0Net Assets 2019: $17,1842019Assets 2020: $11,345Liabilities 2020: $0Net Assets 2020: $11,3452020Assets 2021: $12,493Liabilities 2021: $0Net Assets 2021: $12,4932021Assets 2022: $11,390Liabilities 2022: $0Net Assets 2022: $11,3902022Assets 2023: $13,361Liabilities 2023: $0Net Assets 2023: $13,3612023Assets 2024: $13,599Liabilities 2024: $0Net Assets 2024: $13,5992024Assets 2025: $5,358Liabilities 2025: $0Net Assets 2025: $5,3582025

Highlighted filing

2017

Assets$29,636
Liabilities$0
Net Assets$29,636

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2012: $13,659Expenses 2012: $15,296Net Income 2012: -$1,6372012Revenue 2013: $34,440Expenses 2013: $20,317Net Income 2013: $14,1232013Revenue 2014: $22,223Expenses 2014: $18,825Net Income 2014: $3,3982014Revenue 2015: $40,599Expenses 2015: $23,385Net Income 2015: $17,2142015Revenue 2016: $20,816Expenses 2016: $25,982Net Income 2016: -$5,1662016Revenue 2017: $19,238Expenses 2017: $26,546Net Income 2017: -$7,3082017Revenue 2018: $24,954Expenses 2018: $30,196Net Income 2018: -$5,2422018Revenue 2019: $26,813Expenses 2019: $34,023Net Income 2019: -$7,2102019Revenue 2020: $22,466Expenses 2020: $28,305Net Income 2020: -$5,8392020Revenue 2021: $23,685Expenses 2021: $22,537Net Income 2021: $1,1482021Revenue 2022: $20,291Expenses 2022: $21,394Net Income 2022: -$1,1032022Revenue 2023: $24,483Expenses 2023: $22,512Net Income 2023: $1,9712023Revenue 2024: $23,738Expenses 2024: $23,500Net Income 2024: $2382024Revenue 2025: $15,884Expenses 2025: $24,125Net Income 2025: -$8,2412025

Highlighted filing

2017

Revenue$19,238
Expenses$26,546
Net Income-$7,308
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Feb 14, 2018
Return Version
2017v2.2
Gross Receipts
$42,155
Mission and Program Overview

Mission

To serve the community of upper bucks county with expenses associated with the treatment of kideny disease and replacement, medical research and assistance

Program Services

DescriptionGrantsExpenses
TO SERVE THE COMMUNITY OF UPPER BUCKS COUNTY WITH EXPENSES ASSOCIATED WITH THE TREATMENT OF KIDNEY DISEASE AND REPLACEMENT, MEDICAL RESEARCH AND ASSISTANCE$0$25,700
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARY S PARZYCHPresident-$0--
ROBERT ACKERMANVice President-$0--
DONALD MEASETreasurer/Secretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Target Shoot$20,778$20,778$3,235$17,543
Cigar Night$17,782$17,782$1,328$16,454
Total Events$38,560$38,560$22,917$15,643
Filing and Contact Details

Filer

Filer Name
Upper Bucks Lions Kidney Foundation
EIN
23-7245452
Phone
2155363089
Address
PO BOX 33, TRUMBAUERSVILLE, PA 18970-0033

Signing Officer

Name
Donald Mease
Title
Treasurer
Phone
2155363089
Signed
2018-02-14
Discuss with paid preparer
Yes

Preparer

Firm
Styer Associates Pc
Address
PO BOX 64080, SOUDERTON, PA 18964
Preparer
Gregory S Ede CPA
Phone
2157230974
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 20.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: contributions to individuals with kidney disease. Amount: 25,700.

Raw XML Appendix177 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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER/SECRETARY
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt025700
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
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IRS990EZ/PrintingPublicationsPostageAmt0846
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
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IRS990EZ/TotalRevenueAmt019238
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt061650
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0TARGET SHOOT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CIGAR NIGHT
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03235
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt09536
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt01200
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt010736
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 20.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CONTRIBUTIONS TO INDIVIDUALS WITH KIDNEY DISEASE. AMOUNT: 25,700.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD MEASE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02155363089
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPPER BUCKS LIONS KIDNEY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0UPPE
ReturnHeader/Filer/EIN0237245452
ReturnHeader/Filer/PhoneNum02155363089
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ReturnHeader/FilingSecurityInformation/IPTm009:09:18
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 64080
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ReturnHeader/PreparerPersonGrp/PhoneNum02157230974
ReturnHeader/PreparerPersonGrp/PreparationDt02018-02-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY S EDE CPA
ReturnHeader/ReturnTs02018-02-26T13:37:39-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.36$0.00$5.36$15.9$24.1$8.24
2024Detailed filing. Detailed filing data is available for this year.$13.6$0.00$13.6$23.7$23.5$0.24
2023Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$24.5$22.5$1.97
2022Detailed filing. Detailed filing data is available for this year.$11.4$0.00$11.4$20.3$21.4$1.10
2021Detailed filing. Detailed filing data is available for this year.$12.5$0.00$12.5$23.7$22.5$1.15
2020Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$22.5$28.3$5.84
2019Detailed filing. Detailed filing data is available for this year.$17.2$0.00$17.2$26.8$34.0$7.21
2018Detailed filing. Detailed filing data is available for this year.$24.4$0.00$24.4$25.0$30.2$5.24
2017Detailed filing. Detailed filing data is available for this year.$29.6$0.00$29.6$19.2$26.5$7.31
2016Detailed filing. Detailed filing data is available for this year.$36.9$0.00$36.9$20.8$26.0$5.17
2015Detailed filing. Detailed filing data is available for this year.$42.1$0.00$42.1$40.6$23.4$17.2
2014Detailed filing. Detailed filing data is available for this year.$24.9$0.00$24.9$22.2$18.8$3.40
2013Detailed filing. Detailed filing data is available for this year.$21.5$0.00$21.5$34.4$20.3$14.1
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.38$0.00$7.38$13.7$15.3$1.64