Upper Providence Elementary Home and School Association

Nonprofit profile at a glance

EIN
061698037
IRS 990-EZ coverage
2022–2024
Forms available
Form 990-EZ 2024, Form 990-N 2020
Location
Royersford, PA, USA
Phone
6107056009
Rating
87
Verdict
STRONG
Rating confidence
Moderate
Sector
Parent/Teacher Group

Official website

Reported finances

Revenue
$145,179
Expenses
$127,647
Assets
$146,242
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

5 people listed

Executive titles in this filing

  • JAMIE SMITH (PRESIDENT)
  • CARLA ORAVSKY (PRESIDENT ELECT)
  • PAOLA MONSALVE (PRESIDENT ELECT)

People named in this filing

  • JAMIE SMITH (PRESIDENT)
  • ASHLEE FILCHNER (TREASURER)
  • ELIZABETH FARRELLY (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 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To enrich the academic experience of students of upe

What it reported doing in 2024

Enrichment of the academic experience of school students through assemblies, field trips and experiences

Operating model

Revenue model
Other-operating. 90% of the money available for current operations came from other operating revenue.
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. No material rating questions were generated from the available inputs.

Rating breakdown

  • Financial Efficiency: 92
  • Transparency & Controls: 82
  • Sustainability: 64
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 87.9%; rating input score 88
  • Program expense ratio: 100%; rating input score 100

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 12.1%; rating input score 62; 62nd percentile among comparable filings
  • Total-asset coverage ratio: 1.15; rating input score 64; 64th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 76; 76th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: 26.7% per year; rating input score 100; 82nd percentile among comparable filings
  • Revenue growth: 34.5% per year; rating input score 100; 92nd percentile among comparable filings
  • Asset growth: 19.8% per year; rating input score 100; 80th percentile among comparable filings

Details

  • Where the money goes: 87.9% of revenue deployed · 100% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $128K in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 3 filing years from 2022 to 2024
  • Contacts: How to reach this organization
  • 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.