UPPER MERION TOWNSHIP 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

1998

Legal Domicile

Phone

6102652600

Tax Period

2025-01-01 to 2025-12-31

UPPER MERION TOWNSHIP FOUNDATION, founded in 1998, is a small nonprofit in the Human Services sector that reported $284K in total revenue in fiscal year 2025. Revenue surged 83% from the prior year, signaling strong growth momentum. The organization ran a surplus of $90K, a strong 32% operating margin.

Mission

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

Program Service Accomplishments

Program 1

Expenses: $193,873 Revenue: $283,529

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...

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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 (2025)

Revenue Breakdown

Contributions & Grants $283,529

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $283,529

Expense Breakdown

Grants Paid $193,873

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $193,873

Other Expenses $0

TOTAL EXPENSES $193,873

Year-over-Year Comparison

	2025	2024	Change
Revenue	$283,529	$155,295	+0.8%
Expenses	$193,873	$193,021	+0.0%
Net Income	$89,656	$-37,726	-3.4%

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

N/A

Volunteers

N/A

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	Role	Reportable Comp	Other Comp	Total
Tina Garzillo	Chairperson	Director	$0	$0	$0
Vincent O Grady	Vice-Chairperson	Director	$0	$0	$0
Laurel Dasher	Member	Director	$0	$0	$0
Greg Waks	Member	Director	$0	$0	$0
Carole Kenney	Member	Director	$0	$0	$0
William Jenaway	Member	Director	$0	$0	$0
Greg Philips	Member	Director	$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	$283,529	$193,873	$276,780	$89,656
2024	$155,295	$193,021	$180,480	$-37,726
2023	$218,820	$145,738	$210,154	$73,082
2022	$133,887	$133,350	$132,653	$537
2021	$111,513	$93,943	$131,430	$17,570
2020	$175,960	$217,759	$154,597	$-41,799