Civic Intelligence

Upper Perk Ptfs

990EZ • Fiscal year 2020 • EIN 81-3853477

Aug 01, 2019 to Jul 31, 2020 • Filed on Sep 02, 2020

Organization ProfileN/A
1450 Gravel PikeGreen Lane, PA 18054

(215) 541-7299

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

81st percentile

35%

Higher net margin than 81% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

86th percentile

82%

Faster asset growth than 86% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

92nd percentile

87%

Faster revenue growth than 92% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$58,410

Up $26,255 (+82%) from 2019

Net Assets

Up

$58,410

Up $26,255 (+82%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin81st percentile

Revenue

Up

$76,036

Up $35,419 (+87%) from 2019

Expenses

Up

$49,781

Up $18,846 (+61%) from 2019

Net Income

Up

$26,255

Up $16,573 (+171%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$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

2020

Assets$58,410
Liabilities$0
Net Assets$58,410
Open 2020 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$76,036
Expenses$49,781
Net Income$26,255
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
Sep 2, 2020
Return Version
2019v5.1
Gross Receipts
$122,390
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$2,096$94,799
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AGNES MOLNARPresidentPT$0--
LINDSEY BORGESEVice PresidentPT$0--
CHRISTINE WELHAFTreasurer-$0--
SARAH HOCHSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Color Run$16,726$16,726$4,165$12,561
Christmas Ba$13,485$13,485$8,751$4,734
Total Events$103,698$103,698$46,354$57,344
Filing and Contact Details

Filer

Filer Name
Upper Perk Ptfs
EIN
81-3853477
Address
1450 GRAVEL PIKE, GREEN LANE, PA 18054

Signing Officer

Name
Agnes Molnar
Title
President
Phone
2155417299
Signed
2020-09-02
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

General explanation attachment

“Form 990-ez, part iii - primary exempt purposeupper 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”

Description of other expenses Part I line 16

“Description amountbaby sitters 80upsd - grab and go meal program 1,000office supplies 990staff/teacher appreciation 6,310traffic control 925community events 626family nights 1,413grade level events 6,482insurance 1,048school events 21,966fish tank maintanence 1,158technology upgrades 6,495”

Raw XML Appendix175 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/PersonNm0AGNES MOLNAR
IRS990EZ/BooksInCareOfDetail/PhoneNum02155417299
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01450 GRAVEL PIKE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GREEN LANE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd018054
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt032155
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt058410
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0true
IRS990EZ/ContributionsGiftsGrantsEtcAmt02096
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt026255
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01288
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt032155
IRS990EZ/Form990TotalAssetsGrp/EOYAmt058410
IRS990EZ/FundraisingGrossIncomeAmt0120294
IRS990EZ/GrossReceiptsAmt0122390
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt032155
IRS990EZ/NetAssetsOrFundBalancesEOYAmt058410
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt032155
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt058410
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt07.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
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/PersonNm0AGNES MOLNAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LINDSEY BORGESE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRISTINE WELHAF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SARAH HOCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt048493
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/GrantsAndAllocationsAmt02096
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt094799
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt046354
IRS990EZ/SpecialEventsNetIncomeLossAmt073940
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt049781
IRS990EZ/TotalProgramServiceExpensesAmt094799
IRS990EZ/TotalRevenueAmt076036
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02096
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03736
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06326
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt020414
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt032572
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0120294
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt070349
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt068987
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt074796
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0334426
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0366998
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0122390
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt074085
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt075313
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt095210
IRS990ScheduleA/Total509Grp/TotalAmt0366998
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0122390
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt074087
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt075313
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt095210
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0367000
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt046354
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0COLOR RUN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CHRISTMAS BA
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016726
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013485
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt073487
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0103698
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt016726
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013485
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt073487
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0103698
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt057344
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt033438
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt046354
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04165
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt08751
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt05
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990-EZ, PART III - PRIMARY EXEMPT PURPOSEUPPER 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/ExplanationTxt1DESCRIPTION AMOUNTBABY SITTERS 80UPSD - GRAB AND GO MEAL PROGRAM 1,000OFFICE SUPPLIES 990STAFF/TEACHER APPRECIATION 6,310TRAFFIC CONTROL 925COMMUNITY EVENTS 626FAMILY NIGHTS 1,413GRADE LEVEL EVENTS 6,482INSURANCE 1,048SCHOOL EVENTS 21,966FISH TANK MAINTANENCE 1,158TECHNOLOGY UPGRADES 6,495
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0AGNES MOLNAR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02155417299
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPPER PERK PTFS
ReturnHeader/Filer/BusinessNameControlTxt0UPPE
ReturnHeader/Filer/EIN0813853477
ReturnHeader/Filer/USAddress/AddressLine1Txt01450 GRAVEL PIKE
ReturnHeader/Filer/USAddress/CityNm0GREEN LANE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018054
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BB97C907BACA58DA2F0A09A92928AEC816E50FBD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BB97C907BACA58DA2F0A09A92928AEC816E50FBD
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId02448062020257cidpoit
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-09-13
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.162.211.215
ReturnHeader/FilingSecurityInformation/IPDt02020-09-13
ReturnHeader/FilingSecurityInformation/IPTm022:13:36
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/PreparationDt02020-09-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFF CHAPMAN
ReturnHeader/ReturnTs02020-09-13T22:11:01-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-08-01
ReturnHeader/TaxPeriodEndDt02020-07-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$58,410
Liabilities
$0
Net assets
$58,410
Revenue
$76,036
Expenses
$49,781
Net income
$26,255
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$74.3$0.00$74.3$82.4$91.0$8.52
2024Detailed filing. Detailed filing data is available for this year.$82.8$0.00$82.8$82.2$83.0$0.79
2023Detailed filing. Detailed filing data is available for this year.$83.6$0.00$83.6$88.4$83.7$4.70
2022Detailed filing. Detailed filing data is available for this year.$78.9$0.00$78.9$75.8$24.2$51.7
2021Detailed filing. Detailed filing data is available for this year.$27.2$0.00$27.2$4.06$35.2$31.2
2020Detailed filing. Detailed filing data is available for this year.$58.4$0.00$58.4$76.0$49.8$26.3
2019Detailed filing. Detailed filing data is available for this year.$32.2$0.00$32.2$40.6$30.9$9.68
2018Detailed filing. Detailed filing data is available for this year.$22.5$22.5$34.7$25.4$9.25
2017Detailed filing. Detailed filing data is available for this year.$13.2$13.2$51.1$37.9$13.2