Upper Merion Park & Historic Foundation
Nonprofit profile at a glance
- EIN
- 237065229
- IRS 990-EZ coverage
- 2025–2025
- Forms available
- Form 990-EZ 2025, Form 990-N 2024
- Location
- Wayne, PA, USA
- Phone
- 4845809474
- Rating
- 88
- Verdict
- STRONG
- Rating confidence
- Moderate
Reported finances
- Revenue
- $85,701
- Expenses
- $69,987
- Assets
- $277,254
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
14 people listed
Executive titles in this filing
- Connor Sullivan (President)
- Michele Fisher (Vice President)
People named in this filing
- Connor Sullivan (President)
- Michele Fisher (Vice President)
- Karen DelRaso (Secretary)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
We empower individuals and communities to appreciate and protect our natural world by providing experiential education in our 94.5-acre park and historic Old Roberts Schoolhouse, advocating for the preservation of native ecosystems and cultural heritage, and maintaining McKaig Nature Education Center as a serene space for recreation and reflection.
What it reported doing in 2025
The organization offered and maintained roughly 3.5 miles of trails with varying difficulty with a new trail added during the year. The organization hosted outdoor educational programs, including a bat study program and moon light hikes. Local scouting groups also worked with the organization throughout the year.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Reported officer compensation is a large share of total spending, which may reflect staffing concentration.
Rating breakdown
- Financial Efficiency: 89
- Transparency & Controls: 100
- Sustainability: 71
- Growth: NotEnoughData
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 93.7%; rating input score 94
- Program expense ratio: 80.4%; rating input score 80
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: 18.3%; rating input score 70; 70th percentile among comparable filings
- Total-asset coverage ratio: 3.96; rating input score 80; 80th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: Limited
- Asset growth: Limited
Details
- Where the money goes: 93.7% of revenue deployed · 80.4% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $56K in reported program spending
- Leadership: top reported pay $0 · 14 people listed
- Consistency: 9 of 9 current checks pass
- Schedules: 3 filed schedules
- Contacts: How to reach this organization
- Money network: Resolved incoming and outgoing counterparties from filed money flows.
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Sustainability: Officer compensation ratio scored 56/100.