UPPER DUBLIN EDUCATION FOUNDATION

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1995

Legal Domicile

Principal Officer

HEIDI YUTZLER-OVERTON

Phone

2156438809

Tax Period

2024-07-01 to 2025-06-30

UPPER DUBLIN EDUCATION FOUNDATION, founded in 1995, is a small nonprofit in the Education sector that reported $269K in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. Expenses of $260K left a modest 3% surplus.

Mission

TO ENHANCE THE EXPERIENCES FOR STUDENTS IN THE UPPER DUBLIN SCHOOL DISTRICT AND FUND INNOVATIVE LEARNING OPPORTUNITIES

Program Service Accomplishments

Program 1

Expenses: $97,063 Revenue: $80,438

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. THE PROGRAM INCLUDES A FULL DAY WORKSHOP FOR STUDENTS AND CULMINATES IN AN ACADEMY AWARDS - STYLE EVENT SHOWCASING THOSE FILMS.

Program 2

Expenses: $17,577 Revenue: $17,500

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...

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.

Program 3

Expenses: $14,979 Revenue: $1,475

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...

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $259,202

Program Service Revenue $0

Investment Income $9,405

Other Revenue $0

TOTAL REVENUE $268,607

Expense Breakdown

Grants Paid $102,421

Salaries & Benefits $47,989

Fundraising Expenses $28,265

Program Expenses $165,310

Other Expenses $110,021

TOTAL EXPENSES $260,431

Year-over-Year Comparison

	2024	2023	Change
Revenue	$268,607	$300,270	-0.1%
Expenses	$260,431	$305,177	-0.1%
Net Income	$8,176	$-4,907	-2.7%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

100

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHELLE GILL	BOARD MEMBER	N/A	Director	$0	$0	$0
ED KOVEL	BOARD MEMBER	N/A	Director	$0	$0	$0
BABS KRUG	BOARD MEMBER	N/A	Director	$0	$0	$0
JIM OWENS	BOARD MEMBER	N/A	Director	$0	$0	$0
REBECCA PERKINS	BOARD MEMBER	N/A	Director	$0	$0	$0
TINA POLIN	BOARD MEMBER	N/A	Director	$0	$0	$0
KAREN RAPONE	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
LIZ RIDGWAY	BOARD MEMBER	N/A	Director	$0	$0	$0
PAM RYAN	BOARD MEMBER	N/A	Director	$0	$0	$0
MARC SCHLESINGER	BOARD MEMBER	N/A	Director	$0	$0	$0
LAURIE SMITH	BOARD MEMBER	N/A	Director	$0	$0	$0
BECCA SOKOLOFF	BOARD MEMBER	N/A	Director	$0	$0	$0
PHIL STAN	SECRETARY	N/A	Officer Director	$0	$0	$0
JEFF WALLACK	BOARD MEMBER	N/A	Director	$0	$0	$0
HEIDI YUTZLER-OVERTON	PRESIDENT	N/A	Officer Director	$0	$0	$0
ANDREW LECHMAN	TREASURER	N/A	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$268,607	$260,431	$427,239	$8,176
2024	$300,270	$305,177	$419,063	$-4,907
2024	$300,270	$305,177	$419,063	$-4,907
2023	$215,588	$231,976	$423,970	$-16,388
2022	$290,333	$319,618	$440,936	$-29,285
2021	$188,223	$215,946	$473,207	$-27,723
2020	$241,985	$229,210	$501,143	$12,775
2019	$362,737	$317,830	$486,525	$44,907
2018	$343,784	$339,574	$439,112	$4,210