Civic Intelligence

Upper Perk Ptfs

EIN 81-3853477 • 501(c)3 • Green Lane, PA

Pub. 78 Eligible

Profile

Marlborough ptfs is a parent/teacher non-profit organization that supports marlborough elementary school serving over 700 students and 80 staff members.

1450 Gravel PikeGreen Lane, PA 18054

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

30th percentile

-10%

Higher net margin than 30% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

40th percentile

-10%

Faster asset growth than 40% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

53rd percentile

0.3%

Faster revenue growth than 53% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$74,291

Down $8,521 (-10%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$74,291

Down $8,521 (-10%) from 2024

Revenue

Up

$82,443

Up $232 (+0.3%) from 2024

Expenses

Up

$90,964

Up $7,963 (+9.6%) from 2024

Net Income

Down

-$8,521

Down $7,731 (-979%) from 2024

Trend Graphs

Balance Sheet Trend

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

$100K$50K$0Assets 2017: $13,225Net Assets 2017: $13,2252017Assets 2018: $22,473Net Assets 2018: $22,4732018Assets 2019: $32,155Liabilities 2019: $0Net Assets 2019: $32,1552019Assets 2020: $58,410Liabilities 2020: $0Net Assets 2020: $58,4102020Assets 2021: $27,234Liabilities 2021: $0Net Assets 2021: $27,2342021Assets 2022: $78,903Liabilities 2022: $0Net Assets 2022: $78,9032022Assets 2023: $83,602Liabilities 2023: $0Net Assets 2023: $83,6022023Assets 2024: $82,812Liabilities 2024: $0Net Assets 2024: $82,8122024Assets 2025: $74,291Liabilities 2025: $0Net Assets 2025: $74,2912025

Highlighted filing

2025

Assets$74,291
Liabilities$0
Net Assets$74,291

Operations Trend

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

$100K$50K$0-$50KRevenue 2017: $51,101Expenses 2017: $37,876Net Income 2017: $13,2252017Revenue 2018: $34,666Expenses 2018: $25,418Net Income 2018: $9,2482018Revenue 2019: $40,617Expenses 2019: $30,935Net Income 2019: $9,6822019Revenue 2020: $76,036Expenses 2020: $49,781Net Income 2020: $26,2552020Revenue 2021: $4,059Expenses 2021: $35,235Net Income 2021: -$31,1762021Revenue 2022: $75,845Expenses 2022: $24,176Net Income 2022: $51,6692022Revenue 2023: $88,389Expenses 2023: $83,690Net Income 2023: $4,6992023Revenue 2024: $82,211Expenses 2024: $83,001Net Income 2024: -$7902024Revenue 2025: $82,443Expenses 2025: $90,964Net Income 2025: -$8,5212025

Highlighted filing

2025

Revenue$82,443
Expenses$90,964
Net Income-$8,521

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2024 to Jul 31, 2025
Signed
Nov 5, 2025
Return Version
2024v5.2
Gross Receipts
$148,462
Mission and Program Overview

Mission

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
UPPER PERK PTFS RAISES FUNDS TO SUPPORT THE STUDENTS AND STAFF AT THE 2 ELEMENTARY SCHOOLS, THE 4/5 CENTER, AND THE MIDDLE SCHOOL IN THE UPPER PERKIOMEN SCHOOL DISTRICT-$156,983
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TARA LESKAVice PresidentPT$0--
TORI WILLMANPresident-$0--
STACY LUHMANTreasurer-$0--
MEGAN HATHAWAYSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Color Run$26,006$26,006$6,654$19,352
Hereford Hik$25,697$25,697-$25,697
Total Events$108,278$108,278$25,546$82,732
Filing and Contact Details

Filer

Filer Name
Upper Perk Ptfs
EIN
81-3853477
In Care Of
% STACY LUHMAN
Phone
2155417299
Address
1450 GRAVEL PIKE, GREEN LANE, PA 18054

Signing Officer

Name
Stacy Luhman
Title
Treasurer
Phone
2155417299
Signed
2025-11-05
Discuss with paid preparer
No

Preparer

Firm
Chapmans Tax Service Inc
Address
1489 BALTIMORE PIKE SUITE 102, Springfield, PA 19064
Preparer
Jeff Chapman
Phone
6105658009
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity SCHOLARSHIP

Description of other expenses Part I line 16

Description AmountADMIN EXPENSES 5,386OTHER 1,185STAFF/TEACHER APPRECIATION 13,650SCHOOL EVENTS / TRIPS 20,128PLAYGROUND CONTRIBUTION 4,376FAMILY NIGHTS 13,127GRADE LEVEL EVENTS 13,918BANK CHARGES 90FISH TANK MAINTANENCE 1,232COMMUNITY EVENTS 4,514SCHOOL TECH 3,264AUTHOR VISIT 5,000EQUIPMENT MAINTENANCE 3,500

General explanation attachment

Form 990-ez, part iii - primary exempt purpose upper perk ptfs raises funds to support the students and staff at the 2 elementary schools, the 4/5 center, and the middle school in the upper perkiomen school district

Raw XML Appendix180 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0TARA LESKA
IRS990EZ/BooksInCareOfDetail/PhoneNum02155417299
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01450 GRAVEL PIKE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GREEN LANE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd018054
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt082812
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt074291
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01711
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-8521
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01594
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt082812
IRS990EZ/Form990TotalAssetsGrp/EOYAmt074291
IRS990EZ/FundraisingGrossIncomeAmt0146751
IRS990EZ/GrossReceiptsAmt0148462
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt082812
IRS990EZ/NetAssetsOrFundBalancesEOYAmt074291
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt082812
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt074291
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt07.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TARA LESKA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TORI WILLMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STACY LUHMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MEGAN HATHAWAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt089370
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0UPPER PERK PTFS RAISES FUNDS TO SUPPORT THE STUDENTS AND STAFF AT THE 2 ELEMENTARY SCHOOLS, THE 4/5 CENTER, AND THE MIDDLE SCHOOL IN THE UPPER PERKIOMEN SCHOOL DISTRICT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0156983
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt066019
IRS990EZ/SpecialEventsNetIncomeLossAmt080732
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt090964
IRS990EZ/TotalProgramServiceExpensesAmt0156983
IRS990EZ/TotalRevenueAmt082443
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01711
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01638
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02138
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03618
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01800
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt010905
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0146751
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0151498
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0154347
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0139252
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt010049
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0601897
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0612802
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0148462
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0153136
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0156485
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0142870
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt011849
IRS990ScheduleA/Total509Grp/TotalAmt0612802
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0148462
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0153136
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0156485
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0142870
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt011849
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0612802
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt025546
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0COLOR RUN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0HEREFORD HIK
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt026006
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt025697
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt056575
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0108278
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt026006
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt025697
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt056575
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0108278
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt082732
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt011353
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt011353
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt07539
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt014193
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06654
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity SCHOLARSHIP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountADMIN EXPENSES 5,386OTHER 1,185STAFF/TEACHER APPRECIATION 13,650SCHOOL EVENTS / TRIPS 20,128PLAYGROUND CONTRIBUTION 4,376FAMILY NIGHTS 13,127GRADE LEVEL EVENTS 13,918BANK CHARGES 90FISH TANK MAINTANENCE 1,232COMMUNITY EVENTS 4,514SCHOOL TECH 3,264AUTHOR VISIT 5,000EQUIPMENT MAINTENANCE 3,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990-EZ, PART III - PRIMARY EXEMPT PURPOSE UPPER PERK PTFS RAISES FUNDS TO SUPPORT THE STUDENTS AND STAFF AT THE 2 ELEMENTARY SCHOOLS, THE 4/5 CENTER, AND THE MIDDLE SCHOOL IN THE UPPER PERKIOMEN SCHOOL DISTRICT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2General explanation attachment
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0STACY LUHMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02155417299
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPPER PERK PTFS
ReturnHeader/Filer/BusinessNameControlTxt0UPPE
ReturnHeader/Filer/EIN0813853477
ReturnHeader/Filer/InCareOfNm0% STACY LUHMAN
ReturnHeader/Filer/PhoneNum02155417299
ReturnHeader/Filer/USAddress/AddressLine1Txt01450 GRAVEL PIKE
ReturnHeader/Filer/USAddress/CityNm0GREEN LANE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018054
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823790739
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHAPMANS TAX SERVICE INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01489 BALTIMORE PIKE SUITE 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Springfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019064
ReturnHeader/PreparerPersonGrp/PhoneNum06105658009
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFF CHAPMAN
ReturnHeader/ReturnTs02025-11-07T10:43:41-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-08-01
ReturnHeader/TaxPeriodEndDt02025-07-31
ReturnHeader/TaxYr02024

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