Upper Dublin Education Foundation: FY2021 Nonprofit Profile & Form 990 (EIN 23-2800379)

Revenue by fiscal year
FY2021	$188K
FY2022	$290K
FY2023	$216K
FY2024	$300K
FY2025	$269K

Expenses by fiscal year
FY2021	$216K
FY2022	$320K
FY2023	$232K
FY2024	$305K
FY2025	$260K

Net assets by fiscal year
FY2021	$473K
FY2022	$441K
FY2023	$424K
FY2024	$419K
FY2025	$427K

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 2000.

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

Where the money goes

75 cents of each dollar spent went to programs.

75%

23%

Program services 75% · $162K Management & general 23% · $49K Fundraising 2% · $4K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

13 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII

Heidi Yutzler-Overton

President

$0Pt VII · Sec A

Pamela Ryan

Vice Preside

$0Pt VII · Sec A

Andrew G Lechman

Treasurer

$0Pt VII · Sec A

Jim Owens

Secretary

$0Pt VII · Sec A

Ed Kovler

Board Member

$0Pt VII · Sec A

Babs Krug

Board Member

$0Pt VII · Sec A

Lisa Luttman

Board Member

$0Pt VII · Sec A

Patti Malitas

Board Member

$0Pt VII · Sec A

See Upper Dublin Education Foundation executive salaries →

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Questions the 990 asks

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

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Funds programs benefiting Upper Dublin School District students.

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Provided by the organization

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2 programs · $130K · in their own filed words · FY2020

01

Greenfield youth film festival benefiting the students of upper dublin school district.

$105Kprogram expense

02

North hills education and recreation program providing educational support to the students of upper dublin school district.

$25Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · received and paid

Grants received · FY2025

Pennsylvania Automotive Association FoundationFY2025$8K

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$23,211

School District of Upper DublinFY2023$20,091

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$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 →

By the numbers

The FY2021 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$188K

Ln 12

Gifts and grantsLn 1h$200K

Investment incomeLn 3$1K

Money outPt IX

$216K

Ln 25

Programscol B$162K

Managementcol C$49K

Fundraisingcol D$4K

Owns and owesPt X

$473K

net assets · Ln 32

Cash and savingsLn 1–2$426K

Total assetsLn 16$473K

LiabilitiesLn 26$0

PeoplePt VI, VII

13

listed · VII A

PaidVII A0

Voting boardVI 1a13

IndependentVI 1b13

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$200K

Government grantsLn 1e$36K

Fundraising eventsLn 1c$23K

Investment incomeLn 3$1K

Total revenueLn 12$188K

Assets in detailPt X, end of year

CashLn 1$426K

Cash and savings togetherLn 1–2$426K

InvestmentsLn 11–13$47K

Total assetsLn 16$473K

LiabilitiesLn 26$0

Net assetsLn 32$473K

OperationsPt I, VI

EmployeesI 53

VolunteersI 6100

Fiscal year endsHeaderJune

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13Yes

Records policyVI 14Yes

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY21	End FY21
Cash and savingsLn 1–2	$425K	$426K
InvestmentsLn 11–13	$77K	$47K
Total assetsLn 16	$501K	$473K
LiabilitiesLn 26	$0	$0
Net assetsLn 32	$501K	$473K

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$29K	$29K
Other salaries and wagesLn 7	$41K	$3K	$38K
Payroll taxesLn 10	$3K	$256	$3K
Other fees for servicesLn 11g	$63K	$58K	$6K
Office expensesLn 13	$7K	$1K	$2K	$4K
InsuranceLn 23	$528		$528
Other expenses (24a–d)Ln 24	$72K	$72K		$108
Total functional expensesLn 25	$216K	$162K	$49K	$4K

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest	$269K	$260K	$8K	$427K	990 PDF
FY2024	$300K	$305K	−$5K	$419K	990 PDF
FY2023	$216K	$232K	−$16K	$424K	990 PDF
FY2022	$290K	$320K	−$29K	$441K	990 PDF
FY2021 Viewing	$188K	$216K	−$28K	$473K	990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

See the full FY2021 990 (6 parts)

Part I · Summary $188,223 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $225,635$199,616

I-9 Program service revenue$0

I-10 Investment incomePrior year $4,577$1,425

I-11 Other revenuePrior year $11,773−$12,818

I-12 Total revenuePrior year $241,985$188,223

I-13 Grants and similar amounts paidPrior year $11,274$28,674

I-14 Benefits paid to members$0

I-15 Salaries and benefitsPrior year $90,582$43,960

I-16a Professional fundraising fees$0

I-17 Other expensesPrior year $127,354$143,312

I-18 Total expensesPrior year $229,210$215,946

I-19 Revenue less expensesPrior year $12,775−$27,723

Part VI · Governance 13 of 13 board members independent, 1 to look at

VI-1a Voting members of the governing body13

VI-1b Independent voting members13

VI-15a Process for setting top official's payNo

VI-2 Family or business relationship among officers or directorsNo

VI-12a Written conflict of interest policyYes

VI-13 Written whistleblower policyYes

VI-14 Document retention and destruction policyYes

Part VIII · Statement of revenue $188,223 across 7 lines filed

VIII-1c Fundraising events$22,800

VIII-1e Government grants$35,600

VIII-1f All other contributions, gifts and grants$141,216

VIII-1h Total contributions, gifts and grants$199,616

VIII-3 Investment incomeRelated to mission $1,425$1,425

VIII-8 Net income from fundraising events−$12,818

VIII-12 Total revenueRelated to mission $1,425$188,223

Part IX · Statement of functional expenses $215,946 across 7 lines filed

IX-1 Grants to domestic organizationsPrograms $28,674$28,674

IX-7 Other salaries and wagesPrograms $3,000 · Management $37,501$40,501

IX-10 Payroll taxesPrograms $256 · Management $3,203$3,459

IX-11g Other fees for servicesPrograms $57,511 · Management $5,942$63,453

IX-13 Office expensesPrograms $1,220 · Management $2,175 · Fundraising $4,090$7,485

IX-23 InsuranceManagement $528$528

IX-24 Other expenses (24a–d)Programs $71,738 · Fundraising $108$71,846

IX-25 Total functional expensesPrograms $162,399 · Management $49,349 · Fundraising $4,198$215,946

Part X · Balance sheet $473,207 assets, 8 lines filed

X-1 Cash, non-interest-bearingStart of year $424,582$426,089

X-11 Publicly traded securitiesStart of year $76,561$47,118

X-16 Total assetsStart of year $501,143$473,207

X-26 Total liabilitiesStart of year $0$0

X-27 Net assets without donor restrictionsStart of year $149,725$152,844

X-28 Net assets with donor restrictionsStart of year $351,418$320,363

X-32 Total net assets or fund balancesStart of year $501,143$473,207

X-33 Total liabilities and net assetsStart of year $501,143$473,207

Part XI · Reconciliation of net assets $473,207 net assets at year end

XI-1 Total revenue$188,223

XI-2 Total expenses$215,946

XI-3 Revenue less expenses−$27,723

XI-4 Net assets at start of year$501,143

XI-5 Net unrealized gains (losses) on investments−$213

XI-10 Net assets at end of year$473,207

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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Upper Dublin Education Foundation FY2021 filing

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Upper Dublin Education Foundation

Funders

Grants

By the numbers

Filing history

Schedules filed Part IV