Upper Dublin Education Foundation EIN 23-2800379 Form 990 (PDF) Claim this org

Upper Dublin Education Foundation

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Funds programs benefiting Upper Dublin School District students. For fiscal year 2024 it reported $269K in revenue, $260K in expenses, and $427K in net assets.Pt I

Founded
1995
Type
Public charity (501(c)(3)) · Education
Location
Maple Glen, PA
Website
www.udefoundation.org
Filings
4 on file (2021–2024)
Revenue
$269KFY2024
Expenses
$260K
Net assets
$427K
People
16
Filings
4
Updates
0
More identity details & actions ⌄
EIN  23-2800379 Public charity (501(c)(3)) Maple Glen, PA Founded 1995
Form 990 (PDF)
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Size
$100K–1M
What they do
Funds programs benefiting Upper Dublin School District students.
Leadership
Michelle Gill · Board Member
Money in and out
$269K revenue, $260K expenses
Bottom line
63% program efficiency
Where the money goes · FY2024
Total revenue
$269K
Pt VIII · Ln 12
Total expenses
$260K
Pt IX · Ln 25
Net assets
$427K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $8K
Where spending went · Part IX cols B–D
Program services $0.63 Management & general $0.26 Fundraising $0.11
Program efficiency
63%
of spending reaches programs▼ -11% vs prior filing year
Operating runway
19.7mo
months of highly liquid reserves at operating expense rate▲ +19% vs prior filing year
Surplus margin
+3%
revenue over expenses, this year▲ +286% vs prior filing year

Summary of the Filing

Part I · fiscal year 2024 · Form 990
Revenue
$269K
FY2024▼ -11%
Expenses
$260K
FY2024▼ -15%
Total assets
$427K
FY2024▲ +2%
Total liabilities
$0
FY2024
Total revenue
$269K
Pt VIII · Ln 12
Total expenses
$260K
Pt IX · Ln 25
Net assets
$427K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$8K
Total assetsPt X · Ln 16$427K
Program-expense ratioPt IX · col B63%
Voting members of governing bodyPt I · Ln 313
Independent voting membersPt I · Ln 413

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CUpper Dublin Education Foundation
EINHdr · item D23-2800379
Principal addressHdr · item CMaple Glen, PA
WebsiteHdr · item Jwww.udefoundation.org
Year of formationHdr · item L1995
State of legal domicileHdr · item MPA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFEducation (B122)
Ruling yearIRS BMFAug 2000

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a13
Independent voting membersPt VI · Ln 1b13
Conflict-of-interest policyPt VI · Ln 12aNo
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14No
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Vice Preside
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
See Upper Dublin Education Foundation executive salaries →

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Mission & Programs · Part III

Where the work happens

3 program services account for $130K of program spending, described in the organization's own filed words · FY2024.
01

Gyff

The greenfield youth film festival is a forum for young film enthusiasts from upper dublin and across the region to learn specific industry skills and showcase their creativity in the form of short video productions.

$97Kprogram expense
02

Eitc

Programs funded through out eitc program include expanding the planetarium, using a laser cutter to support project based learning in stem business classes, udhs live streaming upgrade, bringinig bio labs into the 21ST century with probes, and makey makey in library stem class for engineering engagement.

$18Kprogram expense
03

Innovation Grants

The upper dublin education foundation awarded numerous educator grants to give all students, grades k-12 in udsd access to enhanced learning opportunities across a diverse array of subjects, including literacy, stem and the arts.

$15Kprogram expense

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Statement of Revenue

Part VIII
Contributions & grants$259K · 96%
Investment income$9K · 4%
Contributions & grants96%$259K
Investment income4%$9K
— government grantsLn 1e$4K
Total revenueLn 12$269K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.63 Management & general $0.26 Fundraising $0.11
Program services63%$165K
Management & general26%$67K
Fundraising11%$28K
Total functional expensesLn 25$260K

Balance Sheet

Part X · end of year
CashLn 1$202K
Total assetsLn 16$427K
Total liabilitiesLn 26$0
Total net assetsLn 32$427K
Months of cash on handcomputed9.3

Financial Metrics

Form 990 · FY2024 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $427K · Operating expenses/yr $260K
19.7 months
Where the money goes
Program services
Program services $165K · Total expenses $260K
63%
Management & General
Management & general $67K · Total expenses $260K
26%
Fundraising
Fundraising $28K · Total expenses $260K
11%
Cost to raise $1
Fundraising expense (3-yr avg) $27K · Solicited contributions (3-yr avg) $247K
$0.11 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $259K · Total revenue $269K
96%
Government reliance
Government grants $4K · Total revenue $269K
2%
Earned-income share
Program service revenue $0 · Total revenue $269K
0%
Investment reliance
Investment income $9K · Total revenue $269K
+4%
Program self-sufficiency
Program service revenue $0 · Total expenses $260K
0%
Growth & trend
Revenue growth (YoY)
This year $269K · Prior year $300K
-11%
Revenue CAGR
FY2020 $188K · FY2024 $269K
+9%
Net-asset trend (YoY)
End of year $427K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $269K · Expenses $260K
+3%
Liabilities-to-Assets
Total liabilities — · Total assets $427K
Net-asset ratio
Net assets $427K · Total assets $427K
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $104K · Other securities (Pt X, ln 12) $121K · Total assets (Pt X, ln 16) $427K
53%
People & payroll
Highest Reported Total Compensation
Individual Michelle Gill · Reported title BOARD MEMBER · Highest reported compensation $0 · Total expenses $260K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $48K · Total expenses $260K
18%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 63%
Overhead ratio 26%
Fundraising cost ratio 11%
Revenue growth -11%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 1 funder$8K
Grants paid · 22 grants · $456K · 2020–2024
School District of Upper DublinFY2024$36,039
School District of Upper DublinFY2024$17,577
School District of Upper DublinFY2023$32,454
School District of Upper DublinFY2023$32,454
School District of Upper DublinFY2023$23,211
School District of Upper DublinFY2023$20,091
School District of Upper DublinFY2023$18,000
School District of Upper DublinFY2023$18,000
School District of Upper DublinFY2023$14,793
School District of Upper DublinFY2023$11,673
School District of Upper DublinFY2023$11,541
School District of Upper DublinFY2023$11,541
School District of Upper DublinFY2023$10,000
School District of Upper DublinFY2023$10,000
School District of Upper DublinFY2022$30,680
School District of Upper DublinFY2022$24,678
School District of Upper DublinFY2022$10,978
School District of Upper DublinFY2022$10,490
See all 22 grants →

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024$300K revenue · ⤓ 990 PDF
FY2023$216K revenue · ⤓ 990 PDF
FY2022$290K revenue · ⤓ 990 PDF
FY2021$188K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2024IRS
Classification, formation year, addressIRS Business Master File
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