Liabilities / Assets
58th percentile
Tied with the lowest-debt nonprofits in its peer group.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
58th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
59th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
54th percentile
Higher net margin than 54% of similar nonprofits.
Top Officer Pay
78th percentile
Higher top officer pay than 78% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
58th percentile
Faster asset growth than 58% of similar nonprofits.
Revenue Growth
62nd percentile
Faster revenue growth than 62% of similar nonprofits.
Assets
Up$83,602
Up $4,699 (+6.0%) from 2022
Net Assets
Up$83,602
Up $4,699 (+6.0%) from 2022
Liabilities
Flat$0
Flat from 2022
Revenue
Up$88,389
Up $12,544 (+17%) from 2022
Expenses
Up$83,690
Up $59,514 (+246%) from 2022
Net Income
Down$4,699
Down $46,970 (-91%) from 2022
SEE SCHEDULE O
| Description | Grants | Expenses |
|---|---|---|
| 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 | - | $151,786 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| NICOLE MARCH | Co President | PT | $0 | - | - |
| BRETT MAIESE | Co President | PT | $0 | - | - |
| TORI WILLMAN | Vice President | - | $0 | - | - |
| ALLISON TERRIO | Treasurer | - | $0 | - | - |
| TARA LESKA | Secretary | - | $0 | - | - |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Hereford Hik | $27,807 | $27,807 | $6,473 | $21,334 |
| Color Run | $24,702 | $24,702 | $8,096 | $16,606 |
| Total Events | $154,347 | $154,347 | $68,096 | $86,251 |
“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 amountadmin expenses 8,786room service cart 352office supplies 938staff/teacher appreciation 9,642meals 110school events / trips 23,948playground contribution 22,280family nights 3,876grade level events 8,337play fit education 1,270candy slaes 707bank charges 211fish tank maintanence 1,052community events 1,181”
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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | NICOLE MARCH |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 2155417299 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1450 GRAVEL PIKE |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | GREEN LANE |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | PA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 18054 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 78903 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 83602 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 2138 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 4699 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 1000 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 78903 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 83602 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 154347 |
| IRS990EZ/GrossReceiptsAmt | 0 | 156485 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 78903 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 83602 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 78903 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 83602 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 7.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 7.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | NICOLE MARCH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | BRETT MAIESE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | TORI WILLMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | ALLISON TERRIO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | TARA LESKA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | CO PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | CO PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | VICE PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | SECRETARY |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 82690 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | SEE SCHEDULE O |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | 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 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 151786 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 68096 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 86251 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 83690 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 151786 |
| IRS990EZ/TotalRevenueAmt | 0 | 88389 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 2138 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 3618 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 1800 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 2096 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 3736 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 13388 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 2 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 2 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 154347 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 139252 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 10049 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 120294 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 70349 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 494291 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 2 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 2 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 507679 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 156485 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 142870 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 11849 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 122390 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 74085 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 507679 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 156485 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 142870 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 11849 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 122390 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 74087 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 507681 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 68096 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | COLOR RUN |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | HEREFORD HIK |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 24702 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 27807 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt | 0 | 101838 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 154347 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 24702 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 27807 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt | 0 | 101838 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 154347 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 86251 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt | 0 | 53527 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 68096 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 8096 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt | 0 | 6473 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt | 0 | 6 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | 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 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION AMOUNTADMIN EXPENSES 8,786ROOM SERVICE CART 352OFFICE SUPPLIES 938STAFF/TEACHER APPRECIATION 9,642MEALS 110SCHOOL EVENTS / TRIPS 23,948PLAYGROUND CONTRIBUTION 22,280FAMILY NIGHTS 3,876GRADE LEVEL EVENTS 8,337PLAY FIT EDUCATION 1,270CANDY SLAES 707BANK CHARGES 211FISH TANK MAINTANENCE 1,052COMMUNITY EVENTS 1,181 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | General explanation attachment |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Description of other expenses Part I line 16 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd | 0 | 00 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | false |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | ALLISON TERRIO |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2155417299 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2023-10-05 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | UPPER PERK PTFS |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | UPPE |
| ReturnHeader/Filer/EIN | 0 | 813853477 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1450 GRAVEL PIKE |
| ReturnHeader/Filer/USAddress/CityNm | 0 | GREEN LANE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | PA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 18054 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 823790739 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | CHAPMANS TAX SERVICE INC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1489 BALTIMORE PIKE SUITE 102 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Springfield |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | PA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 19064 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6105658009 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2023-10-16 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JEFF CHAPMAN |
| ReturnHeader/ReturnTs | 0 | 2023-10-16T21:11:15-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | ALLISON |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | TERRIO |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-08-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-07-31 |
| ReturnHeader/TaxYr | 0 | 2022 |
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Displayed year
2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.