Upper Perkiomen Education Foundation
Nonprofit profile at a glance
- EIN
- 453248711
- IRS 990-EZ coverage
- 2024–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2023
- Location
- Pennsburg, PA, USA
- Phone
- 2155412476
- Rating
- 61
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Single Organization Support
Reported finances
- Revenue
- $114,872
- Expenses
- $69,138
- Assets
- $86,765
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
21 people listed
People named in this filing
- JESSICA HILLEGASS (EXECUTIVE DI)
- LUANNE STAUFFER (BOARD CHAIR)
- ANDY PISTORIA (VICE CHAIR)
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 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Our mission is to provide supplemental funding for innovative educational programs and initiatives to enrich student learning for the upper perkiomen school district
What it reported doing in 2024
Provide supplemental funding for innovative educational programs and initiatives to enrich student learning for the staff and students of the upper perkiomen school district.
Operating model
- Revenue model
- Donor-supported. 97% of the money available for current operations came from contributions and gifts.
- 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
SUPPORTED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and reported officer compensation is a large share of total spending, which may reflect staffing concentration.
Rating breakdown
- Financial Efficiency: 50
- Transparency & Controls: 82
- Sustainability: 62
- Growth: NotEnoughData
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 40%; rating input score 40
- Program expense ratio: 65.8%; rating input score 66
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 39.8%; rating input score 89; 89th percentile among comparable filings
- Total-asset coverage ratio: 1.25; rating input score 67; 67th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 39.6%; rating input score 7; 7th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: Limited
- Asset growth: Limited
Details
- Where the money goes: 40% of revenue deployed · 65.8% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $45K in reported program spending
- Leadership: top reported pay $0 · 21 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 2 filed schedules
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- 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.
- Moderate — Financial Efficiency: Mission deployment rate scored 40/100.
- High — Sustainability: Officer compensation ratio scored 7/100.