Civic Intelligence

Upr Foundation Inc.

990 • Fiscal year 2019 • EIN 20-3579367

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 23, 2020

Organization ProfileN/A
2200 Franciscan DriveWest Lafayette, IN 47906

(239) 776-7432

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

64th percentile

10%

Higher net margin than 64% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

68th percentile

16%

Faster asset growth than 68% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

50th percentile

1.2%

Faster revenue growth than 50% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$480,197

Up $67,298 (+16%) from 2018

Net Assets

Up

$480,197

Up $67,298 (+16%) from 2018

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin64th percentile

Revenue

Up

$47,032

Up $536 (+1.2%) from 2018

Expenses

Up

$42,132

Up $22,762 (+118%) from 2018

Net Income

Down

$4,900

Down $22,226 (-82%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth68th 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

2019

Assets$480,197
Liabilities$0
Net Assets$480,197
Open 2019 Filing

Operations Trend

Revenue Growth50th 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

2019

Revenue$47,032
Expenses$42,132
Net Income$4,900
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 23, 2020
Return Version
2019v5.0
Gross Receipts
$236,279
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$383,943$462,676▲ $78,733
Savings and Temporary Cash Investments$28,956$17,521▼ $11,435
Total Assets$412,899$480,197▲ $67,298
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$176,381$377,762▲ $201,381
Net Assets With Donor Restrictions$236,518$102,435▼ $134,083
Total Net Assets Fund Balance$412,899$480,197▲ $67,298
Total Liabilities and Net Assets / Fund Balance$412,899$480,197▲ $67,298

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$412,900$-3,480▲ $80,420-$480,196
2018$413,875$36,639▼ $30,052-$412,900
2017$349,823$11,516▲ $58,737-$413,875
2016$313,424$26,121▲ $18,668-$349,823
2015$287,885$45,227▼ $8,454-$313,424
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Jim BemillerPresident
Barbara PurkhiserDirector
David LangbreeDirector
Donna AhlenDirector
Erik SpykmanDirector
Karen ByrdDirector
Kevin NicosonDirector
Margie SharpelDirector
Robert SlagelDirector
David KinderEx Officio
John LindenlaubEx Officio
Opal ReiffEx Officio
Maria PearsonSecretary
Linda FirestoneTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$29,008
Program Service Revenue
$0
Investment Income
$18,024
Other Revenue
$0
All Other Contributions
$29,008
Change in Net Assets
$4,900
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$36,132
Grants and Similar Amounts Paid$6,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$6,000--$6,000
Fees for Service Investment Mgmnt Fees-$3,644-$3,644
Other Expenses$1,979--$1,979
Fees for Services Accounting-$1,300-$1,300
All Other Expenses$174$950-$1,124
Office Expenses-$195-$195
Total Functional Expenses$36,043$6,089$0$42,132
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 35% controlled entity
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
2200 FRANCISCAN DRIVE, WEST LAFAYETTE, IN 47906

Signing Officer

Name
Linda Firestone
Title
Treasurer
Phone
7654633394
Signed
2020-04-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jim Bemiller
Legal Domicile
In
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
24

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”

Form 990, Part XI, Line 9

“Unrealized gain/loss on investments 62,398”

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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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt042057
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IRS990ScheduleA/TotalSupportAmt0203770
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IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0-6000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt080420
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0413875
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt036639
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0412900
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-4000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-30052
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0-3201
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0349823
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt011516
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0413875
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-3000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt058737
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0-5390
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0313424
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt026121
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0349823
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-3000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt018668
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0-8234
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0287885
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt045227
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-3000
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IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
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
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt06000
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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/ExplanationTxt4UNREALIZED GAIN/LOSS ON INVESTMENTS 62,398
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
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IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalContributionsAmt029008
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06089
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt036043
IRS990/TotalFunctionalExpensesGrp/TotalAmt042132
IRS990/TotalGrossUBIAmt00
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IRS990/TotalProgramServiceExpensesAmt036043
IRS990/TotalRevenueGrp/ExclusionAmt018024
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt047032
IRS990/TotalVolunteersCnt024
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0WEST LAFAYETTE
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IRS990/WhistleblowerPolicyInd0false
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ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-23
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ReturnHeader/FilingSecurityInformation/IPTm010:06:31

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$480,197
Liabilities
$0
Net assets
$480,197
Revenue
$47,032
Expenses
$42,132
Net income
$4,900
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