UPPER MERION SENIOR SERVICE CENTER: Form 990EZ, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- UPPER MERION SENIOR SERVICE CENTER (EIN 23-2966030)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202103199349203980
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T11:45:43-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231518888 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAILLIE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 NORTH LEWIS RD | AddressLine1Txt |
| City | LIMERICK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19468 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232966030 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UPPER MERION SENIOR SERVICE CENTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UPPE | BusinessNameControlTxt |
| Phone | 6102654715 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 431 W VALLEY FORGE RD | AddressLine1Txt |
| City | KING OF PRUSSIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19406 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD MCCANN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6109351420 | PhoneNum |
| Signature | 2021-09-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICHARD | PersonFirstNm |
| Person Last | MCCANN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONALD J PIERCE CPA | PreparerPersonNm |
| PTIN | P00635740 | PTIN |
| Phone | 6109351420 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Website Address | WWW.UMSSC.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $88,116 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $76,993 | ContributionsGiftsGrantsEtcAmt |
| Membership Dues | $8,380 | MembershipDuesAmt |
| Investment Income | $406 | InvestmentIncomeAmt |
| Fundraising Gross Income | $2,337 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $543 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $1,794 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $87,573 | TotalRevenueAmt |
| Salaries Other Comp Empl Bnft | $37,487 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $5,026 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $2,413 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $1,032 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $21,114 | OtherExpensesTotalAmt |
| Total Expenses | $67,072 | TotalExpensesAmt |
| Excess Or Deficit For Year | $20,501 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $165,759 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | -$30,083 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $156,177 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,799 | BOYAmt |
| EOY | $138,002 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,737 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,583 | BOYAmt |
| EOY | $21,223 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $170,119 | BOYAmt |
| EOY | $159,225 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,360 | BOYAmt |
| EOY | $3,048 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $165,759 | BOYAmt |
| EOY | $156,177 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | TO PROVIDE SERVICES FOR THE ELDERLY IN MONTGOMERY COUNTY, PENNSYLVANIA | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | PROVIDED SERVICES TO THE ELDERLY WITHIN MONTGOMERY COUNTY, PENNSYLVANIA | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $0 | GrantsAndAllocationsAmt |
| Program Service Expenses | $12,540 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $12,540 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (11 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| RICHARD MCCANN | ||||
| PRESIDENT | 40.00 | $0 | $0 | $0 |
| TONY BALSANO | ||||
| VICE PRESIDENT | 30.00 | $0 | $0 | $0 |
| SHARON BRZOSKA | ||||
| TREASURER | 30.00 | $0 | $0 | $0 |
| JANE BURGER | ||||
| BOARD MEMBER | 15.00 | $0 | $0 | $0 |
| JOE LIEBREICH | ||||
| BOARD MEMBER | 10.00 | $0 | $0 | $0 |
| JEANNE GREEN | ||||
| BOARD MEMBER | 10.00 | $0 | $0 | $0 |
| HOWARD ROSENBLUM | ||||
| BOARD MEMBER | 10.00 | $0 | $0 | $0 |
| JOAN SHAW | ||||
| BOARD MEMBER | 10.00 | $0 | $0 | $0 |
| PAT CLIFTON | ||||
| SECRETARY | 30.00 | $0 | $0 | $0 |
| TOM HARRINGTON | ||||
| BOARD MEMBER | 10.00 | $0 | $0 | $0 |
| CASS HOSTLER | ||||
| BOARD MEMBER | 10.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORGANIZATION'S MANAGEMENT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 431 W VALLEY FORGE ROAD | AddressLine1Txt |
| City | KING OF PRUSSIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6102654715 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $89,101 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $84,905 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $98,376 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $89,299 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $85,373 | CurrentTaxYearAmt |
| Total | $447,054 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $89,101 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $84,905 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $98,376 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $89,299 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $85,373 | CurrentTaxYearAmt |
| Total | $447,054 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $447,054 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $337 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $648 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,480 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,789 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $406 | CurrentTaxYearAmt |
| Total | $4,660 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $451,714 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $102,616 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.98970 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99120 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: INTEREST/DIVIDEND INCOME. AMOUNT: 406. |
| FORM 990-EZ, PART I, LINE 14 | DESCRIPTION: DEPRECIATION. AMOUNT: 2,413. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: INSURANCE. AMOUNT: 9,344. DESCRIPTION: EQUIPMENT RENTAL AND MAINTENANCE. AMOUNT: 2,977. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 3,497. DESCRIPTION: PROGRAM SERVICES. AMOUNT: 5,296. TOTAL TO FORM 990-EZ, LINE 16: 21,114. |
| FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS | DESCRIPTION: PRIOR PERIOD ADJUSTMENT TO WRITE OFF OLD PROPERTY AND EQUIPMENT. AMOUNT: -30,083. |
| FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS | DESCRIPTION: OTHER ASSETS. BEG. OF YEAR AMOUNT: 6,598. END OF YEAR AMOUNT: 6,598. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 9,985. END OF YEAR AMOUNT: 14,625. |
| FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES | DESCRIPTION: ACCRUED PAYROLL TAXES. BEG. OF YEAR AMOUNT: 2,300. END OF YEAR AMOUNT: 648. DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 2,060. END OF YEAR AMOUNT: 0. DESCRIPTION: REFUNDABLE ADVANCES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 2,400. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | DeclarationDesc |