Civic Intelligence

Upper Perk Ptfs

990EZ • Fiscal year 2024 • EIN 81-3853477

Aug 01, 2023 to Jul 31, 2024 • Filed on Dec 10, 2024

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.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

39th percentile

-1.0%

Higher net margin than 39% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

45th percentile

-0.9%

Faster asset growth than 45% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

37th percentile

-7.0%

Faster revenue growth than 37% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$82,812

Down $790 (-0.9%) from 2023

Net Assets

Down

$82,812

Down $790 (-0.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin39th percentile

Revenue

Down

$82,211

Down $6,178 (-7.0%) from 2023

Expenses

Down

$83,001

Down $689 (-0.8%) from 2023

Net Income

Down

-$790

Down $5,489 (-117%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2024

Assets$82,812
Liabilities$0
Net Assets$82,812
Open 2024 Filing

Operations Trend

Revenue Growth37th 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

2024

Revenue$82,211
Expenses$83,001
Net Income-$790
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Dec 10, 2024
Return Version
2023v5.1
Gross Receipts
$153,136
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-$153,926
Compensation and Service Providers
Top Officer Pay79th percentile

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
Color Run----
Hereford Hik----
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
2024-12-10
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”

List of grants and similar amounts paid Part I line 10

“Activity scholarship amount 250”

Description of other expenses Part I line 16

“Description amountadmin expenses 553other 38office supplies 5,019staff/teacher appreciation 12,258meals 1,924school events / trips 22,642playground contribution 488family nights 12,211grade level events 17,457crafts 543bank charges 65fish tank maintanence 1,229software 509insurance 696school tech 3,919author visit 2,200”

Raw XML Appendix161 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/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/BOYAmt083602
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt082812
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01638
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-790
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01000
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt083602
IRS990EZ/Form990TotalAssetsGrp/EOYAmt082812
IRS990EZ/FundraisingGrossIncomeAmt0151498
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0250
IRS990EZ/GrossReceiptsAmt0153136
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt083602
IRS990EZ/NetAssetsOrFundBalancesEOYAmt082812
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt083602
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt082812
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt07.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt17.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
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
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
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/OtherExpensesTotalAmt081751
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/ProgramServiceExpensesAmt0153926
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt070925
IRS990EZ/SpecialEventsNetIncomeLossAmt080573
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt083001
IRS990EZ/TotalProgramServiceExpensesAmt0153926
IRS990EZ/TotalRevenueAmt082211
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01638
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02138
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03618
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01800
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02096
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt011290
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0151498
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0154347
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0139252
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt010049
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0120294
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0575440
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0586730
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0153136
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0156485
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0142870
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt011849
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0122390
IRS990ScheduleA/Total509Grp/TotalAmt0586730
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0153136
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0156485
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0142870
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt011849
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0122390
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0586730
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0COLOR RUN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0HEREFORD HIK
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/ExplanationTxt1ACTIVITY SCHOLARSHIP AMOUNT 250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTADMIN EXPENSES 553OTHER 38OFFICE SUPPLIES 5,019STAFF/TEACHER APPRECIATION 12,258MEALS 1,924SCHOOL EVENTS / TRIPS 22,642PLAYGROUND CONTRIBUTION 488FAMILY NIGHTS 12,211GRADE LEVEL EVENTS 17,457CRAFTS 543BANK CHARGES 65FISH TANK MAINTANENCE 1,229SOFTWARE 509INSURANCE 696SCHOOL TECH 3,919AUTHOR VISIT 2,200
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0ALLISON TERRIO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02155417299
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-12-10
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/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/PreparationDt02024-12-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFF CHAPMAN
ReturnHeader/ReturnTs02024-12-10T20:55:13-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-08-01
ReturnHeader/TaxPeriodEndDt02024-07-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$82,812
Liabilities
$0
Net assets
$82,812
Revenue
$82,211
Expenses
$83,001
Net income
-$790
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