Civic Intelligence

Upper Perk Ptfs

990EZ • Fiscal year 2021 • EIN 81-3853477

Aug 01, 2020 to Jul 31, 2021 • Filed on Aug 11, 2021

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

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

2nd percentile

-768%

Higher net margin than 2% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

8th percentile

-53%

Faster asset growth than 8% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

4th percentile

-95%

Faster revenue growth than 4% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$27,234

Down $31,176 (-53%) from 2020

Net Assets

Down

$27,234

Down $31,176 (-53%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin2nd percentile

Revenue

Down

$4,059

Down $71,977 (-95%) from 2020

Expenses

Down

$35,235

Down $14,546 (-29%) from 2020

Net Income

Down

-$31,176

Down $57,431 (-219%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth8th 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

2021

Assets$27,234
Liabilities$0
Net Assets$27,234
Open 2021 Filing

Operations Trend

Revenue Growth4th 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

2021

Revenue$4,059
Expenses$35,235
Net Income-$31,176
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Aug 11, 2021
Return Version
2020v4.1
Gross Receipts
$11,849
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-$41,475
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AGNES MOLNARPresidentPT$0--
LINDSEY BORGESEVice PresidentPT$0--
ERIN WILLIAMSONTreasurer-$0--
NICOLE MARCHSecretary-$0--
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
2021-08-11
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 amountoffice supplies 224staff/teacher appreciation 5,506marlborough elementrary playground 20,000family nights 1,586grade level events 3,231insurance 820scholarships/awards 366school events 801fish tank maintanence 1,152”

Raw XML Appendix158 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/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/BOYAmt058410
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027234
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01800
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-31176
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01549
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt058410
IRS990EZ/Form990TotalAssetsGrp/EOYAmt027234
IRS990EZ/FundraisingGrossIncomeAmt010049
IRS990EZ/GrossReceiptsAmt011849
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt058410
IRS990EZ/NetAssetsOrFundBalancesEOYAmt027234
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt058410
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt027234
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/PersonNm2ERIN WILLIAMSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NICOLE MARCH
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/OtherExpensesTotalAmt033686
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/ProgramServiceExpensesAmt041475
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt07790
IRS990EZ/SpecialEventsNetIncomeLossAmt02259
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt035235
IRS990EZ/TotalProgramServiceExpensesAmt041475
IRS990EZ/TotalRevenueAmt04059
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01800
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02096
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03736
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06326
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt020414
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt034372
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt010049
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0120294
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt070349
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt068987
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt074796
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0344475
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0378847
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt011849
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0122390
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt074085
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt075313
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt095210
IRS990ScheduleA/Total509Grp/TotalAmt0378847
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt011849
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0122390
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt074087
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt075313
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt095210
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0378849
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 AMOUNTOFFICE SUPPLIES 224STAFF/TEACHER APPRECIATION 5,506MARLBOROUGH ELEMENTRARY PLAYGROUND 20,000FAMILY NIGHTS 1,586GRADE LEVEL EVENTS 3,231INSURANCE 820SCHOLARSHIPS/AWARDS 366SCHOOL EVENTS 801FISH TANK MAINTANENCE 1,152
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0AGNES MOLNAR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02155417299
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-11
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/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/PreparationDt02021-08-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFF CHAPMAN
ReturnHeader/ReturnTs02021-08-11T21:30:17-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AGNES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MOLNAR
ReturnHeader/TaxPeriodBeginDt02020-08-01
ReturnHeader/TaxPeriodEndDt02021-07-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,234
Liabilities
$0
Net assets
$27,234
Revenue
$4,059
Expenses
$35,235
Net income
-$31,176
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