Civic Intelligence

Upr Foundation Inc.

990 • Fiscal year 2016 • EIN 20-3579367

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 20, 2017

Organization ProfileN/A
2220 Franciscan DrWest Lafayette, IN 47906

(239) 776-7432

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

79th percentile

22%

Higher net margin than 79% of similar nonprofits.

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

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

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

Revenue Growth

12th percentile

-41%

Faster revenue growth than 12% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$369,297

Up $35,800 (+11%) from 2015

Net Assets

Up

$369,297

Up $35,800 (+11%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin79th percentile

Revenue

Down

$32,096

Down $22,750 (-41%) from 2015

Expenses

Down

$24,926

Down $1,200 (-4.6%) from 2015

Net Income

Down

$7,170

Down $21,550 (-75%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $129,215Liabilities 2011: $02011Assets 2012: $153,409Liabilities 2012: $02012Assets 2013: $199,304Net Assets 2013: $199,3042013Assets 2014: $331,644Net Assets 2014: $331,6442014Assets 2015: $333,497Liabilities 2015: $0Net Assets 2015: $333,4972015Assets 2016: $369,297Liabilities 2016: $0Net Assets 2016: $369,2972016Assets 2017: $442,658Liabilities 2017: $0Net Assets 2017: $442,6582017Assets 2018: $412,899Net Assets 2018: $412,8992018Assets 2019: $480,197Liabilities 2019: $0Net Assets 2019: $480,1972019Assets 2020: $814,114Liabilities 2020: $0Net Assets 2020: $814,1142020Assets 2021: $960,674Liabilities 2021: $0Net Assets 2021: $960,6742021Assets 2022: $823,506Liabilities 2022: $0Net Assets 2022: $823,5062022Assets 2023: $1,005,903Liabilities 2023: $0Net Assets 2023: $1,005,9032023Assets 2024: $1,043,510Liabilities 2024: $0Net Assets 2024: $1,043,5102024Assets 2025: $1,302,142Liabilities 2025: $0Net Assets 2025: $1,302,1422025

Highlighted filing

2016

Assets$369,297
Liabilities$0
Net Assets$369,297
Open 2016 Filing

Operations Trend

Revenue Growth12th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $81,773Expenses 2011: $84,334Net Income 2011: -$2,5612011Revenue 2012: $24,466Expenses 2012: $10,019Net Income 2012: $14,4472012Revenue 2013: $37,434Expenses 2013: $2,768Net Income 2013: $34,6662013Revenue 2014: $149,641Expenses 2014: $11,484Net Income 2014: $138,1572014Revenue 2015: $54,846Expenses 2015: $26,126Net Income 2015: $28,7202015Revenue 2016: $32,096Expenses 2016: $24,926Net Income 2016: $7,1702016Revenue 2017: $47,946Expenses 2017: $16,566Net Income 2017: $31,3802017Revenue 2018: $46,496Expenses 2018: $19,370Net Income 2018: $27,1262018Revenue 2019: $47,032Expenses 2019: $42,132Net Income 2019: $4,9002019Revenue 2020: $278,533Expenses 2020: $21,467Net Income 2020: $257,0662020Revenue 2021: $146,968Expenses 2021: $36,461Net Income 2021: $110,5072021Revenue 2022: $100,552Expenses 2022: $59,865Net Income 2022: $40,6872022Revenue 2023: $146,683Expenses 2023: $54,762Net Income 2023: $91,9212023Revenue 2024: $67,174Expenses 2024: $85,381Net Income 2024: -$18,2072024Revenue 2025: $170,635Expenses 2025: $39,160Net Income 2025: $131,4752025

Highlighted filing

2016

Revenue$32,096
Expenses$24,926
Net Income$7,170
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 20, 2017
Return Version
2016v3.0
Gross Receipts
$183,043
Mission and Program Overview

Mission

The mission of the upr foundation is to: -accept, receive, and acquire property or assets and to hold and manage such property or assets. -to foster and promote educational programs and facilities specially designed to aid persons in living happier, productive and more useful lives in their senior years. -to provide funds for research into the social, economic, physical, spritual and health care problems of the elderly. -to provide funds for special education, cultural, musical, social, artistic, recreational, and health care programs, projects and facilities specially designed to benefit residents of university place and persons in the general community. -to engage in joint or cooperative ventures or programs with any unite or agency of federal, state, or local government or with other not-for-profit charitable organizations including institutions of higher learning.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$313,423$344,538▲ $31,115
Savings and Temporary Cash Investments$20,074$24,759▲ $4,685
Total Assets$333,497$369,297▲ $35,800
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$132,820$158,642▲ $25,822
Temporarily Rstr Net Assets$115,592$119,320▲ $3,728
Permanently Rstr Net Assets$85,085$91,335▲ $6,250
Total Net Assets Fund Balance$333,497$369,297▲ $35,800
Total Liabilities and Net Assets / Fund Balance$333,497$369,297▲ $35,800

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$313,424$26,121▲ $18,668-$349,823
2015$287,885$45,227▼ $8,454-$313,424
2014$50,000$236,237▲ $8,756-$287,885
2013-$50,000--$50,000
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Erik SpykmanPresident
John LindenlaubDirector
Karen BoganDirector
Nancy CartwrightDirector
William WeinhardtDirector
John RiceDirector Resigne
Bernard ZookDir.resigned
Karl ZollnerSecretary
Linda FirestoneTreasurer
Ronald CoolbaughTreasurer Ti
Robert SorensenVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$42,057
Program Service Revenue
$0
Investment Income
$-9,961
Other Revenue
$0
All Other Contributions
$42,057
Change in Net Assets
$7,170
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$21,926
Grants and Similar Amounts Paid$3,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$3,000--$3,000
Fees for Service Investment Mgmnt Fees-$2,789-$2,789
Fees for Services Accounting-$1,440-$1,440
Other Expenses$1,157--$1,157
All Other Expenses$500$514-$1,014
Office Expenses-$271-$271
Total Functional Expenses$19,912$5,014$0$24,926
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Upr Foundation Inc
EIN
20-3579367
Phone
2397767432
Address
2220 FRANCISCAN DR, WEST LAFAYETTE, IN 47906

Signing Officer

Name
Linda Firestone
Title
Treasurer
Phone
7654633394
Signed
2017-03-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linda Firestone
Legal Domicile
In
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Huth Thompson Llp
Address
PO BOX 970, LAFAYETTE, IN 47902-0970
Preparer
Kimberley R Morisette
Phone
7654285000
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The mission of the upr foundation is to: -accept, receive, and acquire property or assets and to hold and manage such property or assets. -to foster and promote educational programs and facilities specially designed to aid persons in living happier, productive and more useful lives in their senior years. -to provide funds for research into the social, economic, physical, spritual and health care problems of the elderly. -to provide funds for special education, cultural, musical, social, artistic, recreational, and health care programs, projects and facilities specially designed to benefit residents of university place and persons in the general community. -to engage in joint or cooperative ventures or programs with any unite or agency of federal, state, or local government or with other not-for-profit charitable organizations including institutions of higher learning.”

Form 990, Page 1, Part I, Line 6

“Board members, volunteer archivist, treasurer assistant, executive director of university place”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“Endowment funds fund scholarships and provide long-term support for various mission related projects.”

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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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IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt026121
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0349823
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IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt018668
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0287885
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt045227
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-3000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-8454
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IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.26000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ENDOWMENT FUNDS FUND SCHOLARSHIPS AND PROVIDE LONG-TERM SUPPORT FOR VARIOUS MISSION RELATED PROJECTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.29000
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MISSION OF THE UPR FOUNDATION IS TO: -ACCEPT, RECEIVE, AND ACQUIRE PROPERTY OR ASSETS AND TO HOLD AND MANAGE SUCH PROPERTY OR ASSETS. -TO FOSTER AND PROMOTE EDUCATIONAL PROGRAMS AND FACILITIES SPECIALLY DESIGNED TO AID PERSONS IN LIVING HAPPIER, PRODUCTIVE AND MORE USEFUL LIVES IN THEIR SENIOR YEARS. -TO PROVIDE FUNDS FOR RESEARCH INTO THE SOCIAL, ECONOMIC, PHYSICAL, SPRITUAL AND HEALTH CARE PROBLEMS OF THE ELDERLY. -TO PROVIDE FUNDS FOR SPECIAL EDUCATION, CULTURAL, MUSICAL, SOCIAL, ARTISTIC, RECREATIONAL, AND HEALTH CARE PROGRAMS, PROJECTS AND FACILITIES SPECIALLY DESIGNED TO BENEFIT RESIDENTS OF UNIVERSITY PLACE AND PERSONS IN THE GENERAL COMMUNITY. -TO ENGAGE IN JOINT OR COOPERATIVE VENTURES OR PROGRAMS WITH ANY UNITE OR AGENCY OF FEDERAL, STATE, OR LOCAL GOVERNMENT OR WITH OTHER NOT-FOR-PROFIT CHARITABLE ORGANIZATIONS INCLUDING INSTITUTIONS OF HIGHER LEARNING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS, VOLUNTEER ARCHIVIST, TREASURER ASSISTANT, EXECUTIVE DIRECTOR OF UNIVERSITY PLACE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
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IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt032096
IRS990/TotalVolunteersCnt09
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IRS990/UnrestrictedNetAssetsGrp/EOYAmt0158642
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0WEST LAFAYETTE
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IRS990/USAddress/ZIPCd047906
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA FIRESTONE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07654633394
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPR FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0UPRF
ReturnHeader/Filer/EIN0203579367
ReturnHeader/Filer/PhoneNum02397767432
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId063513E302A43B5293327A799864AEF58E96E1FD6
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0352055043
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HUTH THOMPSON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 970
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAFAYETTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0479020970
ReturnHeader/PreparerPersonGrp/PhoneNum07654285000
ReturnHeader/PreparerPersonGrp/PreparationDt02017-03-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLEY R MORISETTE
ReturnHeader/ReturnTs02017-04-03T21:24:46+00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$369,297
Liabilities
$0
Net assets
$369,297
Revenue
$32,096
Expenses
$24,926
Net income
$7,170
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.17$0.04$0.13
2024Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.07$0.09$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.15$0.05$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.10$0.06$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.15$0.04$0.11
2020Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.28$0.02$0.26
2019Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.05$0.04$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.41$0.41$0.05$0.02$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.05$0.02$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.03$0.02$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.05$0.03$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.33$0.33$0.15$0.01$0.14
2013Detailed filing. Detailed filing data is available for this year.$0.20$0.20$0.04$0.00$0.03
2012Summary only. Only limited summary data is available for this year.$0.15$0.00$0.02$0.01$0.01
2011Summary only. Only limited summary data is available for this year.$0.13$0.00$0.08$0.08$0.00