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”
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Balance Sheet
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
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
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
| 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 | - | $153,926 |
Compensation and Service Providers
Employees
| 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 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net 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
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.
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|---|---|---|
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| 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 | 83602 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 82812 |
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| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
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| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 1000 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 83602 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 82812 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 151498 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 250 |
| IRS990EZ/GrossReceiptsAmt | 0 | 153136 |
| 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 | 83602 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 82812 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 83602 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 82812 |
| 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 | 81751 |
| 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 | 153926 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 70925 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 80573 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 83001 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 153926 |
| IRS990EZ/TotalRevenueAmt | 0 | 82211 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 1638 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 2138 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 3618 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 1800 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 2096 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 11290 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 151498 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 154347 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 139252 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 10049 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 120294 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 575440 |
| 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 | 586730 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 153136 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 156485 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 142870 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 11849 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 122390 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 586730 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 153136 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 156485 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 142870 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 11849 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 122390 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 586730 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | COLOR RUN |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | HEREFORD HIK |
| 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 | ACTIVITY SCHOLARSHIP AMOUNT 250 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | 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 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | General explanation attachment |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | List of grants and similar amounts paid Part I line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Description of other expenses Part I line 16 |
| ReturnHeader/BuildTS | 0 | 2024-10-15 13:58:12Z |
| 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 | 2024-12-10 |
| 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/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| 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 | 2024-12-10 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JEFF CHAPMAN |
| ReturnHeader/ReturnTs | 0 | 2024-12-10T20:55:13-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-08-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-07-31 |
| ReturnHeader/TaxYr | 0 | 2023 |
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.
- Assets
- $82,812
- Liabilities
- $0
- Net assets
- $82,812
- Revenue
- $82,211
- Expenses
- $83,001
- Net income
- -$790