Upper Merion Township Foundation

Tax-deductible

Kng of Prussa, PA501(c)(3)Since 1998Human ServicesEIN 23-2988737

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A fund of Upper Merion Township that is used to account for special activities that generate income/expense for the benefit of the community.

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

FY2025 · 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
4 of 6
filings with a surplus
Average surplus $17K a year · 9% of revenue · last 6 filings
Fine: a surplus in 4 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
Cash reserves
17 mo
of spending, in cash
Looks good: 17.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $150
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$266K
96% of total assets
Concern: liabilities are 96% of assets; over 80%.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$284K
+83% vs prior year
Spent
$194K
To programs
100%
Net assets
$10K
By yearFY2020–FY2025
Revenue
$284K
FY2025▲ +83%
Revenue by fiscal year
FY2020$176K
FY2021$112K
FY2022$134K
FY2023$219K
FY2024$155K
FY2025$284K
Expenses
$194K
FY2025+0.4%
Expenses by fiscal year
FY2020$218K
FY2021$94K
FY2022$133K
FY2023$146K
FY2024$193K
FY2025$194K
Net assets
$10K
FY20250%
Net assets by fiscal year
FY2020$10K
FY2021$10K
FY2022$10K
FY2023$10K
FY2024$10K
FY2025$10K

From the FY2025 Form 990 · see the original

Form 990 (PDF) Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Oct 1999.

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% · $194K

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

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Who runs it and what they're paid

7 people listed on the 990.

Part VII, Section A · reportable compensation
Chairperson
$0Pt VII · Sec A
Vice-Chairperson
$0Pt VII · Sec A
$0Pt VII · Sec A
Member
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Upper Merion Township 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 special community projects generating income and expenses.

Provided by the organization

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1 program · $194K · in their own filed words · FY2025
01

Contributions from the Valley Forge Casino, per agreement with Upper Merion Township dated January 31, 2012. These funds are distributed to various community organizations and colleges/universities for student scholarship/scholars via an application process.

$194Kprogram 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 · FY2023
Total grants receivedfrom 1 funder$150
Grants paid · 17 grants · $230K · 2020–2025
Upper Merion Area Community CupboardFY2025$19,600
Upper Merion Area Community Cupboard Emergency HousingFY2025$7,000
Unitemized GrantFY2025$5,004
Upper Merion Area School DistrictFY2024$14,700
Unitemized GrantFY2024$10,000
Swedesburg Vol Fire CoFY2024$6,000
King of Prussia Fire AssociationFY2024$6,000
Mitzvah Circle FoundationPA · FY2024$5,613
Unitemized GrantFY2023$22,000
Upper Merion Area School DistrictFY2023$11,000
Unitemized GrantFY2022$20,000
Upper Merion Area School DistrictFY2022$10,000
Unitemized GrantFY2021$25,000
Unitemized GrantFY2020$32,000

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$284K
Ln 12
Gifts and grantsLn 1h$284K
Money outPt IX
$194K
Ln 25
Programscol B$194K
Owns and owesPt X
$10K
net assets · Ln 32
Cash and savingsLn 1–2$277K
Total assetsLn 16$277K
LiabilitiesLn 26$266K
PeoplePt VI, VII
7
listed · VII A
PaidVII A0
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$284K
Government grantsLn 1e$0
Noncash giftsLn 1g$0
Fundraising eventsLn 1c$0
Total revenueLn 12$284K
Assets in detailPt X, end of year
CashLn 1$277K
Cash and savings togetherLn 1–2$277K
Total assetsLn 16$277K
LiabilitiesLn 26$266K
Net assetsLn 32$10K
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$180K$277K
Total assetsLn 16$180K$277K
LiabilitiesLn 26$170K$266K
Net assetsLn 32$10K$10K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$137K$137K
Grants to domestic individualsLn 2$57K$57K
Total functional expensesLn 25$194K$194K$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $284K$194K$90K$10K 990 PDF
FY2024 $155K$193K−$38K$10K 990 PDF
FY2023 $219K$146K$73K$10K 990 PDF
FY2022 $134K$133K$537$10K 990 PDF
FY2021 $112K$94K$18K$10K 990 PDF
FY2020 $176K$218K−$42K$10K 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 FY2025 990 (4 parts)
Part VIII · Statement of revenue $283,529 across 9 lines filed
VIII-1a Federated campaigns$0
VIII-1b Membership dues$0
VIII-1c Fundraising events$0
VIII-1d Related organizations$0
VIII-1e Government grants$0
VIII-1f All other contributions, gifts and grants$283,529
VIII-1g Noncash contributions (included above)$0
VIII-1h Total contributions, gifts and grants$283,529
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$283,529
Part IX · Statement of functional expenses $193,873 across 2 lines filed
IX-1 Grants to domestic organizationsPrograms $137,366$137,366
IX-2 Grants to domestic individualsPrograms $56,507$56,507
IX-25 Total functional expensesPrograms $193,873 · Management $0 · Fundraising $0$193,873
Part X · Balance sheet $276,780 assets, 6 lines filed
X-1 Cash, non-interest-bearingStart of year $180,480$276,780
X-16 Total assetsStart of year $180,480$276,780
X-17 Accounts payable and accrued expensesStart of year $170,029$266,329
X-26 Total liabilitiesStart of year $170,029$266,329
X-32 Total net assets or fund balancesStart of year $10,451$10,451
X-33 Total liabilities and net assetsStart of year $180,480$276,780
Part XI · Reconciliation of net assets $10,451 net assets at year end
XI-1 Total revenue$283,529
XI-2 Total expenses$193,873
XI-3 Revenue less expenses$89,656
XI-4 Net assets at start of year$10,451
XI-5 Net unrealized gains (losses) on investments$0
XI-6 Donated services and use of facilities$0
XI-7 Investment expenses$0
XI-8 Prior period adjustments$0
XI-9 Other changes in net assets−$89,656
XI-10 Net assets at end of year$10,451

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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