UPPER MERION SENIOR SERVICE CENTER: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- UPPER MERION SENIOR SERVICE CENTER (EIN 23-2966030)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2025-01-27
- IRS object ID
- 202520279349200247
- Schema version
- 2023v6.0
- 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 | 2025-01-27T14:16:16-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 2023-01-01 | 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 | SHARON BRZOSKA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6102654715 | PhoneNum |
| Signature | 2025-01-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONALD J PIERCE CPA | PreparerPersonNm |
| PTIN | P00635740 | PTIN |
| Phone | 6109351420 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | 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 | $109,963 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $69,201 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $17,533 | ProgramServiceRevenueAmt |
| Membership Dues | $7,870 | MembershipDuesAmt |
| Investment Income | $4,531 | InvestmentIncomeAmt |
| Fundraising Gross Income | $10,828 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $3,071 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $7,757 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $106,892 | TotalRevenueAmt |
| Salaries Other Comp Empl Bnft | $50,123 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $1,057 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $1,910 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $1,234 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $39,038 | OtherExpensesTotalAmt |
| Total Expenses | $93,362 | TotalExpensesAmt |
| Excess Or Deficit For Year | $13,530 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $154,262 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $167,792 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,235 | BOYAmt |
| EOY | $160,451 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,207 | BOYAmt |
| EOY | $13,672 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $157,442 | BOYAmt |
| EOY | $174,123 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,180 | BOYAmt |
| EOY | $6,331 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,262 | BOYAmt |
| EOY | $167,792 | 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 | $84,605 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $84,605 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (11 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| SHARON BRZOSKA | ||||
| PRESIDENT | 30.00 | $0 | $0 | $0 |
| TONY BALSANO | ||||
| BOARD MEMBER | 10.00 | $0 | $0 | $0 |
| JOAN SHAW | ||||
| BOARD MEMBER | 10.00 | $0 | $0 | $0 |
| TOM HARRINGTON | ||||
| TREASURER | 10.00 | $0 | $0 | $0 |
| JOAN BANAS | ||||
| BOARD MEMBER | 10.00 | $0 | $0 | $0 |
| PAT HOLDEN | ||||
| BOARD MEMBER | 10.00 | $0 | $0 | $0 |
| CINDY EASTMAN | ||||
| VICE PRESIDENT | 10.00 | $0 | $0 | $0 |
| HELEN CURRYKOSKY | ||||
| SECRETARY | 10.00 | $0 | $0 | $0 |
| LEONARD DEBOSE | ||||
| BOARD MEMBER | 10.00 | $0 | $0 | $0 |
| LAURETTA ZIMMER | ||||
| BOARD MEMBER | 10.00 | $0 | $0 | $0 |
| MARION WILKINSON | ||||
| 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 | $89,299 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $85,373 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $65,200 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $75,719 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $69,201 | CurrentTaxYearAmt |
| Total | $384,792 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $89,299 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $85,373 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $65,200 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $75,719 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $69,201 | CurrentTaxYearAmt |
| Total | $384,792 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $384,792 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,789 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $406 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,908 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,531 | CurrentTaxYearAmt |
| Total | $8,650 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $393,442 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $72,691 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.97800 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98670 | 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 (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: INTEREST/DIVIDEND INCOME. AMOUNT: 4,531. |
| FORM 990-EZ, PART I, LINE 14 | DESCRIPTION: DEPRECIATION. AMOUNT: 1,910. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: INSURANCE. AMOUNT: 7,807. DESCRIPTION: EQUIPMENT RENTAL AND MAINTENANCE. AMOUNT: 2,532. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 6,466. DESCRIPTION: PROGRAM SERVICES. AMOUNT: 22,233. TOTAL TO FORM 990-EZ, LINE 16: 39,038. |
| FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS | DESCRIPTION: OTHER ASSETS. BEG. OF YEAR AMOUNT: 6,598. END OF YEAR AMOUNT: 4,973. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 10,609. END OF YEAR AMOUNT: 8,699. |
| FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES | DESCRIPTION: DEFERRED REVENUES. BEG. OF YEAR AMOUNT: 3,180. END OF YEAR AMOUNT: 4,927. DESCRIPTION: PAYROLL TAX LIABILITIES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1,404. |
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 |