Civic Intelligence

Upper Gwynedd Community Association

990EZ • Fiscal year 2023 • EIN 82-5236883

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 17, 2024

Organization ProfileN/A
1 Parkside PlaceNorth Wales, PA 19454

(215) 699-7777

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

96th percentile

82%

Higher net margin than 96% 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

90th percentile

83%

Faster asset growth than 90% of similar nonprofits.

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

Revenue Growth

45th percentile

0.6%

Faster revenue growth than 45% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$59,818

Up $27,059 (+83%) from 2022

Net Assets

Up

$59,818

Up $37,579 (+169%) from 2022

Liabilities

Down

$0

Down $10,520 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin96th percentile

Revenue

Up

$45,686

Up $266 (+0.6%) from 2022

Expenses

Down

$8,107

Down $13,872 (-63%) from 2022

Net Income

Up

$37,579

Up $14,138 (+60%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80K$60K$40K$20K$0-$20KAssets 2019: $12,530Liabilities 2019: $10,0002019Assets 2021: $61,980Liabilities 2021: $63,182Net Assets 2021: -$1,2022021Assets 2022: $32,759Liabilities 2022: $10,520Net Assets 2022: $22,2392022Assets 2023: $59,818Liabilities 2023: $0Net Assets 2023: $59,8182023Assets 2024: $59,818Liabilities 2024: $0Net Assets 2024: $59,8182024

Highlighted filing

2023

Assets$59,818
Liabilities$0
Net Assets$59,818
Open 2023 Filing

Operations Trend

Revenue Growth45th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20KRevenue 2019: $18,605Expenses 2019: $16,075Net Income 2019: $2,5302019Revenue 2021: $52,445Expenses 2021: $53,475Net Income 2021: -$1,0302021Revenue 2022: $45,420Expenses 2022: $21,979Net Income 2022: $23,4412022Revenue 2023: $45,686Expenses 2023: $8,107Net Income 2023: $37,5792023Revenue 2024: $4,830Expenses 2024: $4,830Net Income 2024: $02024

Highlighted filing

2023

Revenue$45,686
Expenses$8,107
Net Income$37,579
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 17, 2024
Return Version
2023v5.0
Gross Receipts
$45,686
Mission and Program Overview

Mission

The upper gwynedd community association (ugca) is a 501(c)(3) non-profit corporation established by the township board of commissioners to encourage philanthropy in support of community programs.

Program Services

DescriptionGrantsExpenses
UGCA ENABLES INDIVIDUALS, BUSINESSES AND PRIVATE FOUNDATIONS TO MAKE CHARITABLE, IRS APPROVED DONATIONS FOR WORTHWHILE AND FULFILLING COMMUNITY ACTIVITIES WHICH SUPPORT CIVIC, RECREATIONAL AND OTHER PUBLIC NEEDS TO BENEFIT THE UPPER GWYNEDD COMMUNITY.$1,154$1,154
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DENISE M HULLMemberPT$0--
KATHLEEN K JOHNSONMemberPT$0--
GILBERT SILVERMANMemberPT$0--
KATHERINE D CARTERMemberPT$0--
MIKE ZUMPINOChairmanPT$0--
Filing and Contact Details

Filer

Filer Name
Upper Gwynedd Community Association
EIN
82-5236883
Phone
2156997777
Address
1 PARKSIDE PLACE, NORTH WALES, PA 19454

Signing Officer

Name
Mike Zumpino
Title
Chairman
Phone
2156997777
Signed
2024-06-17
Discuss with paid preparer
Yes

Preparer

Firm
Maillie Llp
Address
500 NORTH LEWIS RD, LIMERICK, PA 19468
Preparer
Christopher N Herr CPA
Phone
6109351420
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: bank charges. Amount: 7. Description: miscellaneous. Amount: 2,271. Description: professional fees. Amount: 3,650. Description: fundraising. Amount: 1,025. Total to form 990-ez, line 16: 6,953.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: receivable from township. Beg. Of year amount: 0. End of year amount: 1,112.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: accounts payable. Beg. Of year amount: 520. End of year amount: 0. Description: due to other governments. Beg. Of year amount: 10,000. End of year amount: 0.”

Raw XML Appendix154 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0NATHAN CRITTENDON
IRS990EZ/BooksInCareOfDetail/PhoneNum02156997777
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01 PARKSIDE PLACE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NORTH WALES
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019454
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt032759
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt058706
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt045686
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt037579
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt032759
IRS990EZ/Form990TotalAssetsGrp/EOYAmt059818
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01154
IRS990EZ/GrossReceiptsAmt045686
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt022239
IRS990EZ/NetAssetsOrFundBalancesEOYAmt059818
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt022239
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt059818
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
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/PersonNm0DENISE M HULL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATHLEEN K JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GILBERT SILVERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATHERINE D CARTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MIKE ZUMPINO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CHAIRMAN
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01112
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt06953
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE UPPER GWYNEDD COMMUNITY ASSOCIATION (UGCA) IS A 501(C)(3) NON-PROFIT CORPORATION ESTABLISHED BY THE TOWNSHIP BOARD OF COMMISSIONERS TO ENCOURAGE PHILANTHROPY IN SUPPORT OF COMMUNITY PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0UGCA ENABLES INDIVIDUALS, BUSINESSES AND PRIVATE FOUNDATIONS TO MAKE CHARITABLE, IRS APPROVED DONATIONS FOR WORTHWHILE AND FULFILLING COMMUNITY ACTIVITIES WHICH SUPPORT CIVIC, RECREATIONAL AND OTHER PUBLIC NEEDS TO BENEFIT THE UPPER GWYNEDD COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01154
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01154
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt010520
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt08107
IRS990EZ/TotalProgramServiceExpensesAmt01154
IRS990EZ/TotalRevenueAmt045686
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt045686
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt045420
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt052445
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt012530
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt018605
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0174686
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0174686
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt045686
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt045420
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt052445
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt012530
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt018605
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0174686
IRS990ScheduleA/TotalSupportAmt0174686
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: BANK CHARGES. AMOUNT: 7. DESCRIPTION: MISCELLANEOUS. AMOUNT: 2,271. DESCRIPTION: PROFESSIONAL FEES. AMOUNT: 3,650. DESCRIPTION: FUNDRAISING. AMOUNT: 1,025. TOTAL TO FORM 990-EZ, LINE 16: 6,953.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: RECEIVABLE FROM TOWNSHIP. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1,112.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 520. END OF YEAR AMOUNT: 0. DESCRIPTION: DUE TO OTHER GOVERNMENTS. BEG. OF YEAR AMOUNT: 10,000. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MIKE ZUMPINO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum02156997777
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPPER GWYNEDD COMMUNITY ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0UPPE
ReturnHeader/Filer/EIN0825236883
ReturnHeader/Filer/PhoneNum02156997777
ReturnHeader/Filer/USAddress/AddressLine1Txt01 PARKSIDE PLACE
ReturnHeader/Filer/USAddress/CityNm0NORTH WALES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019454
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0231518888
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MAILLIE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 NORTH LEWIS RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LIMERICK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019468
ReturnHeader/PreparerPersonGrp/PhoneNum06109351420
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER N HERR CPA
ReturnHeader/ReturnTs02024-06-24T10:01:19-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MIKE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ZUMPINO
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$59,818
Liabilities
$0
Net assets
$59,818
Revenue
$45,686
Expenses
$8,107
Net income
$37,579
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$59.8$0.00$59.8$4.83$4.83$0.00
2023Detailed filing. Detailed filing data is available for this year.$59.8$0.00$59.8$45.7$8.11$37.6
2022Detailed filing. Detailed filing data is available for this year.$32.8$10.5$22.2$45.4$22.0$23.4
2021Detailed filing. Detailed filing data is available for this year.$62.0$63.2$1.20$52.4$53.5$1.03
2019Summary only. Only limited summary data is available for this year.$12.5$10.0$18.6$16.1$2.53