Upper Perkiomen Manor FY2022 filing

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Providing rental housing and related services to low-income elderly persons and persons with disabilities in red hill, PA.

501(c)(3) charity; gifts are tax-deductible.
100¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
0 of 6
filings with a surplus
Average deficit $63K a year · 6% of revenue · last 6 filings
Concern: a surplus in 0 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
<1 mo
of spending, in cash
Worth a look: 0.8 months of spending in cash; under 1.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$4.0M
179% of total assets
Concern: liabilities are 179% of assets; over 80%.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$960K
+1% vs prior year
Spent
$1.1M
To programs
100%
Net assets
−$1.8M
By yearFY2020–FY2025
Revenue
$960K
FY2022▲ +1%
Tap a bar for its year
Revenue by fiscal year
FY2020$930K
FY2021$946K
FY2022$960K
FY2023$977K
FY2024$1.0M
FY2025$1.0M
Expenses
$1.1M
FY2022▲ +6%
Tap a bar for its year
Expenses by fiscal year
FY2020$974K
FY2021$996K
FY2022$1.1M
FY2023$1.0M
FY2024$1.1M
FY2025$1.1M
Net assets
−$1.8M
FY2022▼ -6%
Tap a bar for its year
Net assets by fiscal year
FY2020−$1.6M
FY2021−$1.7M
FY2022−$1.8M
FY2023−$1.8M
FY2024−$1.9M
FY2025−$2.0M

From the FY2022 Form 990 (year ending September 2022) · figures checked against the IRS filing · see the original

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You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Nov 1983.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $1.1M

Form 990 Part IX, line 25. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

7 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
$0Pt VII · Sec A
Director/Pre
$0Pt VII · Sec A
Director/Sec
$0Pt VII · Sec A
Director/Tre
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
See Upper Perkiomen Manor executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Offers affordable housing and support services to seniors and disabled individuals in Red Hill, PA.

Questions for Upper Perkiomen Manor

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1 program · $1.1M · in their own filed words · FY2021
01

Affordable rental housing for low-income elderly persons and persons with disabilities. Upper perkiomen manor is a 100-UNIT apartment complex for low-income elderly persons and persons with disabilities, located in red hill, pa.

$1.1Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Federal money

Single Audit · Federal Audit Clearinghouse · money spent from federal programs
Year ending Sep 2025 · $4.5M federal money spent
Mortgage Insurance for the Purchase or Refinancing of Existing Multifamily Housing ProjectsDepartment of Housing and Urban Development · ALN 14.155 · Direct$3.8M
Project-Based Rental Assistance (pbra)Department of Housing and Urban Development · ALN 14.195 · Direct$616K
Multifamily Housing Service CoordinatorsDepartment of Housing and Urban Development · ALN 14.191 · Direct$30K

The auditor reported no findings.

Year ending Sep 2024 · $4.6M federal money spent
Mortgage Insurance for the Purchase or Refinancing of Existing Multifamily Housing ProjectsDepartment of Housing and Urban Development · ALN 14.155 · Direct$4.0M
Section 8 Housing Assistance Payments ProgramDepartment of Housing and Urban Development · ALN 14.195 · Direct$584K
Multifamily Housing Service CoordinatorsDepartment of Housing and Urban Development · ALN 14.191 · Direct$28K

The auditor reported no findings.

Year ending Sep 2023 · $4.7M federal money spent
Mortgage Insurance for the Purchase or Refinancing of Existing Multifamily Housing ProjectsDepartment of Housing and Urban Development · ALN 14.155 · Direct$4.1M
Section 8 Housing Assistance Payments ProgramDepartment of Housing and Urban Development · ALN 14.195 · Direct$576K
Multifamily Housing Service CoordinatorsDepartment of Housing and Urban Development · ALN 14.191 · Direct$29K

The auditor reported no findings.

Year ending Sep 2022 · $4.8M federal money spent
Mortgage Insurance for the Purchase or Refinancing of Existing Multifamily Housing ProjectsDepartment of Housing and Urban Development · ALN 14.155 · Direct$4.2M
Section 8 Housing Assistance Payments ProgramDepartment of Housing and Urban Development · ALN 14.195 · Direct$556K
Multifamily Housing Service CoordinatorsDepartment of Housing and Urban Development · ALN 14.191 · Direct$30K

The auditor reported no findings.

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$960K
Ln 12
Fees for servicesLn 2g$959K
Investment incomeLn 3$240
Money outPt IX
$1.1M
Ln 25
Programscol B$1.1M
Owns and owesPt X
−$1.8M
net assets · Ln 32
Cash and savingsLn 1–2$68K
Total assetsLn 16$2.3M
LiabilitiesLn 26$4.0M
PeoplePt VI, VII
7
listed · VII A
PaidVII A0
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$959K
Investment incomeLn 3$240
Total revenueLn 12$960K
Assets in detailPt X, end of year
CashLn 1$39K
SavingsLn 2$29K
Cash and savings togetherLn 1–2$68K
Accounts receivableLn 4$25K
Prepaid expenses and deferred chargesLn 9$18K
Land, buildings, equipmentLn 10c$1.9M
Other assetsLn 15$266K
Total assetsLn 16$2.3M
LiabilitiesLn 26$4.0M
Net assetsLn 32−$1.8M
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderSeptember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$79K$68K
Land, buildings, equipmentLn 10c$2.0M$1.9M
Total assetsLn 16$2.5M$2.3M
LiabilitiesLn 26$4.1M$4.0M
Net assetsLn 32−$1.7M−$1.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$161K$161K
Pension plan contributionsLn 8$11K$11K
Other employee benefitsLn 9$26K$26K
Payroll taxesLn 10$12K$12K
Management feesLn 11a$62K$62K
Legal feesLn 11b$875$875
Accounting feesLn 11c$18K$18K
Advertising and promotionLn 12$300$300
Office expensesLn 13$4K$4K
OccupancyLn 16$103K$103K
TravelLn 17$631$631
Conferences, conventions and meetingsLn 19$1K$1K
InterestLn 20$204K$204K
Depreciation, depletion and amortizationLn 22$232K$232K
InsuranceLn 23$45K$45K
Other expenses (24a–d)Ln 24$163K$163K
All other expensesLn 24e$9K$9K
Total functional expensesLn 25$1.1M$1.1M$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Jan 22, 2026 $1.0M$1.1M−$37K−$2.0M 990 PDF
FY2024Filed with the IRS Jan 15, 2025 $1.0M$1.1M−$90K−$1.9M 990 PDF
FY2023Filed with the IRS Jan 19, 2024 $977K$1.0M−$66K−$1.8M 990 PDF
FY2022 ViewingFiled with the IRS Jan 12, 2023 $960K$1.1M−$93K−$1.8M 990 PDF
FY2021Filed with the IRS Dec 15, 2021 $946K$996K−$49K−$1.7M 990 PDF
FY2020Filed with the IRS Feb 5, 2021 $930K$974K−$43K−$1.6M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2022 990 (6 parts)
Part I · Summary $959,680 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenuePrior year $946,166$959,440
I-10 Investment incomePrior year $271$240
I-11 Other revenue$0
I-12 Total revenuePrior year $946,437$959,680
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $193,917$209,756
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $801,900$842,896
I-18 Total expensesPrior year $995,817$1,052,652
I-19 Revenue less expensesPrior year −$49,380−$92,972
Part VI · Governance 8 of 8 board members independent, 4 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-15a Process for setting top official's payNo
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $959,680 across 3 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $959,440$959,440
VIII-3 Investment incomeExcluded from tax $240$240
VIII-12 Total revenueRelated to mission $959,440 · Excluded from tax $240$959,680
Part IX · Statement of functional expenses $1,052,652 across 17 lines filed
IX-7 Other salaries and wagesPrograms $160,654$160,654
IX-8 Pension plan contributionsPrograms $10,530$10,530
IX-9 Other employee benefitsPrograms $26,282$26,282
IX-10 Payroll taxesPrograms $12,290$12,290
IX-11a Management feesPrograms $61,500$61,500
IX-11b Legal feesPrograms $875$875
IX-11c Accounting feesPrograms $18,300$18,300
IX-12 Advertising and promotionPrograms $300$300
IX-13 Office expensesPrograms $4,059$4,059
IX-16 OccupancyPrograms $102,599$102,599
IX-17 TravelPrograms $631$631
IX-19 Conferences, conventions and meetingsPrograms $1,228$1,228
IX-20 InterestPrograms $203,576$203,576
IX-22 Depreciation, depletion and amortizationPrograms $232,337$232,337
IX-23 InsurancePrograms $44,863$44,863
IX-24 Other expenses (24a–d)Programs $163,197$163,197
IX-24e All other expensesPrograms $9,431$9,431
IX-25 Total functional expensesPrograms $1,052,652 · Management $0 · Fundraising $0$1,052,652
Part X · Balance sheet $2,251,433 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $47,738$39,383
X-2 Savings and temporary cash investmentsStart of year $31,563$28,552
X-4 Accounts receivableStart of year $8,964$24,809
X-9 Prepaid expenses and deferred chargesStart of year $17,557$17,900
X-10c Land, buildings and equipment, netStart of year $2,036,752$1,874,690
X-15 Other assetsStart of year $325,066$266,099
X-16 Total assetsStart of year $2,467,640$2,251,433
X-17 Accounts payable and accrued expensesStart of year $81,031$80,122
X-24 Unsecured notes and loans payableStart of year $4,031,814$3,908,945
X-25 Other liabilitiesStart of year $35,698$36,241
X-26 Total liabilitiesStart of year $4,148,543$4,025,308
X-27 Net assets without donor restrictionsStart of year −$1,680,903−$1,773,875
X-32 Total net assets or fund balancesStart of year −$1,680,903−$1,773,875
X-33 Total liabilities and net assetsStart of year $2,467,640$2,251,433
Part XI · Reconciliation of net assets −$1,773,875 net assets at year end
XI-1 Total revenue$959,680
XI-2 Total expenses$1,052,652
XI-3 Revenue less expenses−$92,972
XI-4 Net assets at start of year−$1,680,903
XI-10 Net assets at end of year−$1,773,875

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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