Civic Intelligence

Upper Valley Business & Education Partnership

990EZ • Fiscal year 2016 • EIN 02-0505585

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 15, 2016

Organization ProfileN/A

View Organization Page

PO Box 350Hanover, NH 03755-0350

(603) 643-2902

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

76th percentile

0.09x

Higher debt load relative to assets than 76% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

63rd percentile

0.01x

Higher debt load relative to revenue than 63% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

71st percentile

15%

Higher net margin than 71% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

94th percentile

$58,513

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 31.7% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

22nd percentile

-18%

Faster asset growth than 22% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

75th percentile

22%

Faster revenue growth than 75% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets76th percentile

Assets

Down

$18,298

Down $3,932 (-18%) from 2015

Net Assets

Up

$16,681

Up $27,222 (+258%) from 2015

Liabilities

Down

$1,617

Down $31,154 (-95%) from 2015

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin71st percentile

Revenue

Up

$184,795

Up $33,901 (+22%) from 2015

Expenses

Up

$157,573

Up $19,046 (+14%) from 2015

Net Income

Up

$27,222

Up $14,855 (+120%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200K$150K$100K$50K$0-$50KAssets 2011: $24,267Liabilities 2011: $5,085Net Assets 2011: $19,1822011Assets 2012: $28,685Liabilities 2012: $6,009Net Assets 2012: $22,6762012Assets 2013: $12,852Liabilities 2013: $8,179Net Assets 2013: $4,6732013Assets 2014: $4,741Liabilities 2014: $27,649Net Assets 2014: -$22,9082014Assets 2015: $22,230Liabilities 2015: $32,771Net Assets 2015: -$10,5412015Assets 2016: $18,298Liabilities 2016: $1,617Net Assets 2016: $16,6812016Assets 2017: $42,781Liabilities 2017: $25,8702017Assets 2018: $57,480Liabilities 2018: $34,779Net Assets 2018: $22,7012018Assets 2019: $54,707Liabilities 2019: $28,565Net Assets 2019: $26,1422019Assets 2020: $81,543Liabilities 2020: $70,650Net Assets 2020: $10,8932020Assets 2021: $109,002Liabilities 2021: $63,746Net Assets 2021: $45,2562021Assets 2022: $69,078Liabilities 2022: $1,820Net Assets 2022: $67,2582022Assets 2023: $77,434Liabilities 2023: $24,251Net Assets 2023: $53,1832023Assets 2024: $170,107Liabilities 2024: $1,539Net Assets 2024: $168,5682024Assets 2025: $118,854Liabilities 2025: $2,311Net Assets 2025: $116,5432025

Highlighted filing

2016

Assets$18,298
Liabilities$1,617
Net Assets$16,681
Open 2016 Filing

Operations Trend

Revenue Growth75th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KRevenue 2011: $188,006Expenses 2011: $198,990Net Income 2011: -$10,9842011Revenue 2012: $207,563Expenses 2012: $204,069Net Income 2012: $3,4942012Revenue 2013: $159,487Expenses 2013: $177,490Net Income 2013: -$18,0032013Revenue 2014: $154,423Expenses 2014: $182,004Net Income 2014: -$27,5812014Revenue 2015: $150,894Expenses 2015: $138,527Net Income 2015: $12,3672015Revenue 2016: $184,795Expenses 2016: $157,573Net Income 2016: $27,2222016Revenue 2017: $163,672Expenses 2017: $163,442Net Income 2017: $2302017Revenue 2018: $208,256Expenses 2018: $202,466Net Income 2018: $5,7902018Revenue 2019: $219,794Expenses 2019: $216,353Net Income 2019: $3,4412019Revenue 2020: $183,488Expenses 2020: $198,737Net Income 2020: -$15,2492020Revenue 2021: $233,214Expenses 2021: $198,851Net Income 2021: $34,3632021Revenue 2022: $242,967Expenses 2022: $220,965Net Income 2022: $22,0022022Revenue 2023: $215,876Expenses 2023: $229,951Net Income 2023: -$14,0752023Revenue 2024: $384,562Expenses 2024: $269,177Net Income 2024: $115,3852024Revenue 2025: $211,901Expenses 2025: $263,926Net Income 2025: -$52,0252025

Highlighted filing

2016

Revenue$184,795
Expenses$157,573
Net Income$27,222
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 15, 2016
Return Version
2015v2.1
Gross Receipts
$184,795
Mission and Program Overview

Mission

Careers CLiC guides K-12 students through the Continuum of Career Development by

Learning opportunities for students

Program Services

DescriptionGrantsExpenses
career awareness, career exploration and work-based learning programs for students; professional development for teachers, and other school/community collaboration projects.-$137,556
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHI TERAMIExecutive DirectorFT$58,513-$58,513
LEN CADWALLADERCo-Chair-$0--
BEVERLY WIDGERCo-Chair-$0--
SOPHIE JAMESONSecretary/Treasurer-$0--
ERIK BRINEDirector-$0--
SARAH CURRIERDirector-$0--
PETER MOEYKENSDirector-$0--
LORIN PARKERDirector-$0--
ESZTER PATTANTYUSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Upper Valley Business & Education Partnership
EIN
02-0505585
Phone
6036432902
Address
PO Box 350, Hanover, NH 03755-0350

Signing Officer

Name
Sophie Jameson
Title
Co-chair
Phone
6036432902
Signed
2016-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Charles F Morgan CPA PC
Address
PO Box 111, Lebanon, NH 03766
Preparer
Charles F Morgan
Phone
6034486200
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Telephone 1018.”

Form 990EZ, Part I, Line 16

“Online fees 399.”

Form 990EZ, Part I, Line 16

“Insurance 1788.”

Form 990EZ, Part I, Line 16

“Interest and fees 573.”

Form 990EZ, Part I, Line 16

“Payroll processing fees 1719.”

Form 990EZ, Part I, Line 16

“Staff development & meetings 2134.”

Form 990EZ, Part I, Line 16

“Supplies 4244.”

Form 990EZ, Part I, Line 16

“Travel-Mileage 2437.”

Form 990EZ, Part I, Line 16

“Depreciation 646.”

Form 990EZ, Part II, Line 24

“Grants Receivable 11986. 5234.”

Raw XML Appendix198 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LORIN PARKER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8KATHI TERAMI
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary/Treasurer
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Executive Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt011986
IRS990EZ/OtherAssetsTotalDetail/EOYAmt05234
IRS990EZ/OtherExpensesTotalAmt014958
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PrintingPublicationsPostageAmt0404
IRS990EZ/ProgramServiceRevenueAmt059141
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0137556
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0157573
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IRS990EZ/TotalRevenueAmt0184795
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0184795
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0150894
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0154423
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0159487
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0207563
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0857162
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.60650
IRS990ScheduleA/PublicSupportPY509Pct00.67860
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0519881
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0129184
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt084655
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt021704
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt048590
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt053148
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0337281
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt0129184
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt084655
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IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt048590
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0159487
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0207563
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Telephone 1018.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Online fees 399.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance 1788.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Interest and fees 573.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Payroll processing fees 1719.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Staff development & meetings 2134.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Supplies 4244.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Travel-Mileage 2437.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Depreciation 646.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Grants Receivable 11986. 5234.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part II, Line 24
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SOPHIE JAMESON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum06036432902
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Upper Valley Business & Education Partnership
ReturnHeader/Filer/BusinessNameControlTxt0UPPE
ReturnHeader/Filer/EIN0020505585
ReturnHeader/Filer/PhoneNum06036432902
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 350
ReturnHeader/Filer/USAddress/CityNm0Hanover
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NH
ReturnHeader/Filer/USAddress/ZIPCd0037550350
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Charles F Morgan CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 111
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lebanon
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd003766
ReturnHeader/PreparerPersonGrp/PhoneNum06034486200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES F MORGAN
ReturnHeader/ReturnTs02016-11-15T06:16:58-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,298
Liabilities
$1,617
Net assets
$16,681
Revenue
$184,795
Expenses
$157,573
Net income
$27,222
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.19$0.02$1.17$2.12$2.64$0.52
2024Detailed filing. Detailed filing data is available for this year.$1.70$0.02$1.69$3.85$2.69$1.15
2023Detailed filing. Detailed filing data is available for this year.$0.77$0.24$0.53$2.16$2.30$0.14
2022Detailed filing. Detailed filing data is available for this year.$0.69$0.02$0.67$2.43$2.21$0.22
2021Detailed filing. Detailed filing data is available for this year.$1.09$0.64$0.45$2.33$1.99$0.34
2020Detailed filing. Detailed filing data is available for this year.$0.82$0.71$0.11$1.83$1.99$0.15
2019Detailed filing. Detailed filing data is available for this year.$0.55$0.29$0.26$2.20$2.16$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.57$0.35$0.23$2.08$2.02$0.06
2017Summary only. Only limited summary data is available for this year.$0.43$0.26$1.64$1.63$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.18$0.02$0.17$1.85$1.58$0.27
2015Detailed filing. Detailed filing data is available for this year.$0.22$0.33$0.11$1.51$1.39$0.12
2014Summary only. Only limited summary data is available for this year.$0.05$0.28$0.23$1.54$1.82$0.28
2013Summary only. Only limited summary data is available for this year.$0.13$0.08$0.05$1.59$1.77$0.18
2012Summary only. Only limited summary data is available for this year.$0.29$0.06$0.23$2.08$2.04$0.03
2011Summary only. Only limited summary data is available for this year.$0.24$0.05$0.19$1.88$1.99$0.11