Civic Intelligence

Upper Perkiomen Education Foundation

990EZ • Fiscal year 2025 • EIN 45-3248711

Jul 01, 2024 to Jun 30, 2025

2229 East Buck Rd Ste 1Pennsburg, PA 18073

(215) 541-2476

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2025

Net Margin

87th percentile

40%

Higher net margin than 87% of similar nonprofits.

2025 filings • NTEE B11 • <$500k nonprofits • Source year 2025

Top Officer Pay

99th percentile

$27,403

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 23.9% of source-year revenue.

2025 filings • NTEE B11 • <$500k nonprofits • Source year 2025

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Assets

$86,765

No earlier filing loaded for comparison.

Net Assets

$86,765

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

$114,872

No earlier filing loaded for comparison.

Expenses

$69,138

No earlier filing loaded for comparison.

Net Income

$45,734

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2025: $86,765Net Assets 2025: $86,7652025

Highlighted filing

2025

Assets$86,765
Liabilities-
Net Assets$86,765

Operations Trend

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

$150K$100K$50K$0Revenue 2025: $114,872Expenses 2025: $69,138Net Income 2025: $45,7342025

Highlighted filing

2025

Revenue$114,872
Expenses$69,138
Net Income$45,734
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 19, 2025
Return Version
2024v5.0
Gross Receipts
$114,872
Mission and Program Overview

Mission

Our mission is to provide supplemental funding for innovative educational programs and initiatives to enrich student learning for the upper perkiomen school district

Program Services

DescriptionGrantsExpenses
PROVIDE SUPPLEMENTAL FUNDING FOR INNOVATIVE EDUCATIONAL PROGRAMS AND INITIATIVES TO ENRICH STUDENT LEARNING FOR THE STAFF AND STUDENTS OF THE UPPER PERKIOMEN SCHOOL DISTRICT.-$45,481
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JESSICA HILLEGASSExecutive DiFT$27,403-$27,403
LUANNE STAUFFERBoard ChairPT$0--
ANDY PISTORIAVice Chair-$0--
KASEY SCHULTSSecretary-$0--
SANDY KASSELTreasurer-$0--
ALYSSA SOULTTrustee-$0--
BRETT MAIESETrustee-$0--
CHRISTINE SIEGFRIEDTrustee-$0--
DALE WESTWOODTrustee-$0--
DAN MOYERTrustee-$0--
DAVID BURKHARTTrustee-$0--
DREW BISHOPTrustee-$0--
JASON MULLENTrustee-$0--
JOHN MCHALETrustee-$0--
LEAH CIANFRANITrustee-$0--
MARCIE REEDERTrustee-$0--
MARK THOMASTrustee-$0--
MARY KATE RAYTEKTrustee-$0--
RUTH GUENTHERTrustee-$0--
TIFFANY POMPEITrustee-$0--
TOM CICHOCKITrustee-$0--
Filing and Contact Details

Filer

Filer Name
Upper Perkiomen Education
EIN
45-3248711
Phone
2155412476
Address
2229 EAST BUCK RD STE 1, PENNSBURG, PA 18073

Signing Officer

Name
Luanne Stauffer
Title
Board Chair
Phone
2155412476
Signed
2025-02-19
Discuss with paid preparer
Yes

Preparer

Firm
Gorman & Associates Pc
Address
1825 FRANKLIN ST STE B, NORTHAMPTON, PA 18067-1573
Preparer
Robert B Travis CPA
Phone
6102621280
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Spirit store 2,376 total 2,376

Form 990-ez, Part I, Line 16

Expenses marketing 1,118 office 196 conferences/meetings 1,520 workers comp 321 teacher professional deve 11,378 scholarship expense 1,500 other educational support 7,146 licenses and fees 892 total 24,071

Form 990-ez, Part III

Our mission is to provide supplemental funding for innovative educational programs and initiatives to enrich student learning for the upper perkiomen school district

Raw XML Appendix197 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DI
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SPIRIT STORE 2,376 TOTAL 2,376
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES MARKETING 1,118 OFFICE 196 CONFERENCES/MEETINGS 1,520 WORKERS COMP 321 TEACHER PROFESSIONAL DEVE 11,378 SCHOLARSHIP EXPENSE 1,500 OTHER EDUCATIONAL SUPPORT 7,146 LICENSES AND FEES 892 TOTAL 24,071
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OUR MISSION IS TO PROVIDE SUPPLEMENTAL FUNDING FOR INNOVATIVE EDUCATIONAL PROGRAMS AND INITIATIVES TO ENRICH STUDENT LEARNING FOR THE UPPER PERKIOMEN SCHOOL DISTRICT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0LUANNE STAUFFER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum02155412476
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPPER PERKIOMEN EDUCATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0UPPE
ReturnHeader/Filer/EIN0453248711
ReturnHeader/Filer/PhoneNum02155412476
ReturnHeader/Filer/USAddress/AddressLine1Txt02229 EAST BUCK RD STE 1
ReturnHeader/Filer/USAddress/CityNm0PENNSBURG
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ReturnHeader/Filer/USAddress/ZIPCd018073
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0825326756
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GORMAN & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01825 FRANKLIN ST STE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORTHAMPTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0180671573
ReturnHeader/PreparerPersonGrp/PhoneNum06102621280
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT B TRAVIS CPA
ReturnHeader/ReturnTs02026-02-20T17:36:20-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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.$0.87$0.87$1.15$0.69$0.46