UPPER MERION SENIOR SERVICE CENTER: Form 990EZ, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UPPER MERION SENIOR SERVICE CENTER (EIN 23-2966030)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-08
- IRS object ID
- 201222219349200222
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2012-08-08T10:13:12-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231518888 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAILLIE FALCONIERO & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 680 | AddressLine1 |
| City | OAKS | City |
| State | PA | State |
| ZIP Code | 194560680 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232966030 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UPPER MERION SENIOR SERVICE CENTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UPPE | NameControl |
| Phone | 6102654715 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 SOUTH HENDERSON ROAD | AddressLine1 |
| City | KING OF PRUSSIA | City |
| State | PA | State |
| ZIP Code | 19406 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GERALD ROTH | Name |
| Title | PRESIDENT | Title |
| Phone | 6109351420 | Phone |
| Date Signed | 2012-07-02 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | EDWARD J FURMAN CPA | Name |
| PTIN | P01267623 | PTIN |
| Phone | 6109351420 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Web Site | WWW.UMSSC.ORG | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 142956 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 98104 | ContributionsGiftsGrantsEtc |
| Membership Dues | 8465 | MembershipDues |
| Investment Income | 51 | InvestmentIncome |
| Gaming Gross Income | 2244 | GamingGrossIncome |
| Fundraising Gross Income | 34092 | FundraisingGrossIncome |
| Special Events Direct Expenses | 2681 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | 33655 | SpecialEventsNetIncomeLoss |
| Total Revenue | 140275 | TotalRevenue |
| Salaries Other Comp Empl Benefits | 60026 | SalariesOtherCompEmplBenefits |
| Fees And Oth Pymt To Ind Contractors | 6735 | FeesAndOthPymtToIndContractors |
| Occupancy Rent Utilities And Maint | 46300 | OccupancyRentUtilitiesAndMaint |
| Printing Publications Postage | 3259 | PrintingPublicationsPostage |
| Other Expenses Total | 40782 | OtherExpensesTotal |
| Total Expenses | 157102 | TotalExpenses |
| Excess Or Deficit For Year | -16827 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 184384 | NetAssetsOrFundBalancesBOY |
| Other Changes In Net Assets | 0 | OtherChangesInNetAssets |
| Net Assets Or Fund Balances EOY | 167557 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part II | X | InfoInScheduleOPartII |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 125537 | BOY |
| EOY | 113704 | EOY |
Land And Buildings LandAndBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49167 | BOY |
| EOY | 47523 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15890 | BOY |
| EOY | 10541 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 190594 | BOY |
| EOY | 171768 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6210 | BOY |
| EOY | 4211 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 184384 | BOY |
| EOY | 167557 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Primary Exempt Purpose | TO PROVIDE SERVICES FOR THE ELDERLY IN MONTGOMERY COUNTY, PENNSYLVANIA | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Service Accom | PROVIDED SERVICES TO THE ELDERLY WITHIN MONTGOMERY COUNTY, PENNSYLVANIA | DescriptionProgramServiceAccom |
| Grants And Allocations | 0 | GrantsAndAllocations |
| Program Service Expenses | 49426 | ProgramServiceExpenses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 49426 | TotalProgramServiceExpenses |
| Info In Schedule O Part IV | X | InfoInScheduleOPartIV |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (12 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| GERALD ROTH | ||||||||
| 650 SOUTH HENDERSON ROAD | KING OF PRUSSIA | PA | 19406 | PRESIDENT | 40.00 | 0 | 0 | 0 |
| MARY MCCREE | ||||||||
| 650 SOUTH HENDERSON ROAD | KING OF PRUSSIA | PA | 19406 | VICE PRESIDENT | 40.00 | 0 | 0 | 0 |
| HELEN CABREY | ||||||||
| 650 SOUTH HENDERSON ROAD | KING OF PRUSSIA | PA | 19406 | SECRETARY | 30.00 | 0 | 0 | 0 |
| HARLYCE GROSSMAN | ||||||||
| 650 SOUTH HENDERSON ROAD | KING OF PRUSSIA | PA | 19406 | TREASURER | 30.00 | 0 | 0 | 0 |
| PAUL BUCE | ||||||||
| 650 SOUTH HENDERSON ROAD | KING OF PRUSSIA | PA | 19406 | BOARD MEMBER | 15.00 | 0 | 0 | 0 |
| LES COHEN | ||||||||
| 650 SOUTH HENDERSON ROAD | KING OF PRUSSIA | PA | 19406 | BOARD MEMBER | 15.00 | 0 | 0 | 0 |
| ED FREUDENBERG | ||||||||
| 650 SOUTH HENDERSON ROAD | KING OF PRUSSIA | PA | 19406 | BOARD MEMBER | 10.00 | 0 | 0 | 0 |
| PARI HOORFAR | ||||||||
| 650 SOUTH HENDERSON ROAD | KING OF PRUSSIA | PA | 19406 | BOARD MEMBER | 10.00 | 0 | 0 | 0 |
| ETHEL HUTCHINSON | ||||||||
| 650 SOUTH HENDERSON ROAD | KING OF PRUSSIA | PA | 19406 | BOARD MEMBER | 10.00 | 0 | 0 | 0 |
| THOMAS STANBACK | ||||||||
| 650 SOUTH HENDERSON ROAD | KING OF PRUSSIA | PA | 19406 | EXECUTIVE DIRECTOR | 40.00 | 32409 | 0 | 0 |
| RUTH SHAND | ||||||||
| 650 SOUTH HENDERSON ROAD | KING OF PRUSSIA | PA | 19406 | BOARD MEMBER | 10.00 | 0 | 0 | 0 |
| HOWARD LURIE | ||||||||
| 650 SOUTH HENDERSON ROAD | KING OF PRUSSIA | PA | 19406 | BOARD MEMBER | 10.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | 0 | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | 0 | OrganizationHadUBI |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtc |
| Direct Indirect Political Expend | 0 | DirectIndirectPoliticalExpend |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficers |
| Tax Imposed Under IRC4911 | 0 | TaxImposedUnderIRC4911 |
| Tax Imposed Under IRC4912 | 0 | TaxImposedUnderIRC4912 |
| Tax Imposed Under IRC4955 | 0 | TaxImposedUnderIRC4955 |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTrans |
| Amount Of Tax Imposed On Org Mgr | 0 | AmountOfTaxImposedOnOrgMgr |
| Amount Of Tax Reimbursed By Org | 0 | AmountOfTaxReimbursedByOrg |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORGANIZATION'S MANAGEMENT | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 SOUTH HENDERSON ROAD | AddressLine1 |
| City | KING OF PRUSSIA | City |
| State | PA | State |
| ZIP Code | 19406 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6102654715 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Foreign Office | 0 | ForeignOffice |
| Maintain Any Donor Advised Funds | 0 | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | 0 | DoesOrgHaveHospital |
| Tanning Services Provided | 0 | TanningServicesProvided |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Engage Political Cmpgn Activities | 0 | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | 0 | EngageInLobbyingActivities |
| Operating School | 0 | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | 0 | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | 1 | FiledScheduleA |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 125927 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 141338 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 126211 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 110340 | CurrentTaxYearMinus1Year |
| Current Tax Year | 106569 | CurrentTaxYear |
| Total | 610385 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 125927 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 141338 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 126211 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 110340 | CurrentTaxYearMinus1Year |
| Current Tax Year | 106569 | CurrentTaxYear |
| Total | 610385 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 610385 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11652 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5527 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 576 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 58 | CurrentTaxYearMinus1Year |
| Current Tax Year | 51 | CurrentTaxYear |
| Total | 17864 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 628249 | TotalSupport |
| Gross Receipts From Admissions Etc | 189525 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.97160 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.95680 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | BAZAAR AND FAIRS | NameOfEvent1 |
| Gross Receipts Event1 | 4021 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 4021 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 529 | OtherDirectExpensesEvent1 |
| Name Of Event2 | DANCES AND PARTIES | NameOfEvent2 |
| Gross Receipts Event2 | 5671 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 5671 | GrossRevenueEvent2 |
| Total Number Of Other Events | 17 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 24400 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 24400 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 2152 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 34092 | GrossReceiptsTotal |
| Gross Revenue Total Events | 34092 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 2681 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 2681 | DirectExpenseSummaryEvents |
| Net Income Summary | 31411 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| OTHER INVESTMENT INCOME | FORM 990-EZ, PART I, LINE 4 | INTEREST/DIVIDEND INCOME 51.. |
| OCCUPANCY, RENT, UTILITIES AND MAINTENENCE | FORM 990-EZ, PART I, LINE 14 | DESCRIPTION: DEPRECIATION. AMOUNT: 7,165. DESCRIPTION: OTHER EXPENSES. AMOUNT: 39,135. TOTAL TO FORM 990-EZ, LINE 14: 46,300. |
| OTHER EXPENSES | FORM 990-EZ, PART I, LINE 16 | DESCRIPTION: INSURANCE. AMOUNT: 4,439. DESCRIPTION: EQUIPMENT RENTAL AND MAINTENANCE. AMOUNT: 3,653. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 5,890. DESCRIPTION: PROGRAM SERVICES. AMOUNT: 26,800. TOTAL TO FORM 990-EZ, LINE 16: 40,782. |
| OTHER ASSETS | FORM 990-EZ, PART II, LINE 24 | DESCRIPTION: OTHER ASSETS. BEG. OF YEAR AMOUNT: 2,516. END OF YEAR AMOUNT: 2,688. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 13,374. END OF YEAR AMOUNT: 7,853. |
| OTHER LIABILITIES | FORM 990-EZ, PART II, LINE 26 | DESCRIPTION: ACCRUED PAYROLL TAXES. BEG. OF YEAR AMOUNT: 710. END OF YEAR AMOUNT: 711. DESCRIPTION: PAYABLES. BEG. OF YEAR AMOUNT: 5,500. END OF YEAR AMOUNT: 3,500. |
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. | Declaration |