Civic Intelligence

Upper Perk Ptfs

990EZ • Fiscal year 2023 • EIN 81-3853477

Aug 01, 2022 to Jul 31, 2023 • Filed on Oct 05, 2023

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

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

54th percentile

5.3%

Higher net margin than 54% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

58th percentile

6.0%

Faster asset growth than 58% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

62nd percentile

17%

Faster revenue growth than 62% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

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

Historical Trend

Balance Sheet Trend

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

2023

Assets$83,602
Liabilities$0
Net Assets$83,602

Operations Trend

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

2023

Revenue$88,389
Expenses$83,690
Net Income$4,699
Jump To
Filing Snapshot
Filing Period
Aug 1, 2022 to Jul 31, 2023
Signed
Oct 5, 2023
Return Version
2022v5.0
Gross Receipts
$156,485
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-$151,786
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NICOLE MARCHCo PresidentPT$0--
BRETT MAIESECo PresidentPT$0--
TORI WILLMANVice President-$0--
ALLISON TERRIOTreasurer-$0--
TARA LESKASecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet 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
Filing and Contact Details

Filer

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

Signing Officer

Name
Allison Terrio
Title
Treasurer
Phone
2155417299
Signed
2023-10-05
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

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 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

Raw XML Appendix181 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/PersonNm0NICOLE MARCH
IRS990EZ/BooksInCareOfDetail/PhoneNum02155417299
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01450 GRAVEL PIKE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GREEN LANE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd018054
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt078903
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt083602
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02138
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04699
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01000
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt0154347
IRS990EZ/GrossReceiptsAmt0156485
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt078903
IRS990EZ/NetAssetsOrFundBalancesEOYAmt083602
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt078903
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt083602
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt07.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NICOLE MARCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRETT MAIESE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TORI WILLMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ALLISON TERRIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TARA LESKA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt082690
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/ProgramServiceExpensesAmt0151786
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt068096
IRS990EZ/SpecialEventsNetIncomeLossAmt086251
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt083690
IRS990EZ/TotalProgramServiceExpensesAmt0151786
IRS990EZ/TotalRevenueAmt088389
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02138
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03618
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01800
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02096
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03736
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt013388
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0154347
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0139252
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt010049
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0120294
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt070349
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0494291
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0507679
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0156485
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0142870
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt011849
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0122390
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt074085
IRS990ScheduleA/Total509Grp/TotalAmt0507679
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0156485
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0142870
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt011849
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0122390
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt074087
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0507681
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt068096
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0COLOR RUN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0HEREFORD HIK
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt024702
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt027807
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt0101838
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0154347
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt024702
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt027807
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt0101838
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0154347
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt086251
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt053527
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt068096
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08096
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06473
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt06
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 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/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/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0ALLISON TERRIO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02155417299
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-05
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/PreparationDt02023-10-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFF CHAPMAN
ReturnHeader/ReturnTs02023-10-16T21:11:15-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ALLISON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TERRIO
ReturnHeader/TaxPeriodBeginDt02022-08-01
ReturnHeader/TaxPeriodEndDt02023-07-31
ReturnHeader/TaxYr02022

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Filings