Civic Intelligence

Upr Foundation Inc.

990 • Fiscal year 2023 • EIN 20-3579367

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 13, 2024

Organization ProfileN/A
1700 Lindberg Rd 354West Lafayette, IN 47906

(765) 409-8761

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

93rd percentile

63%

Higher net margin than 93% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

78th percentile

22%

Faster asset growth than 78% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

82nd percentile

46%

Faster revenue growth than 82% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,005,903

Up $182,397 (+22%) from 2022

Net Assets

Up

$1,005,903

Up $182,397 (+22%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin93rd percentile

Revenue

Up

$146,683

Up $46,131 (+46%) from 2022

Expenses

Down

$54,762

Down $5,103 (-8.5%) from 2022

Net Income

Up

$91,921

Up $51,234 (+126%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2023

Assets$1,005,903
Liabilities$0
Net Assets$1,005,903
Open 2023 Filing

Operations Trend

Revenue Growth82nd 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

2023

Revenue$146,683
Expenses$54,762
Net Income$91,921
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 13, 2024
Return Version
2023v5.0
Gross Receipts
$311,595
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$810,514$985,680▲ $175,166
Savings and Temporary Cash Investments$12,992$20,223▲ $7,231
Total Assets$823,506$1,005,903▲ $182,397
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$364,607$526,408▲ $161,801
Net Assets With Donor Restrictions$458,899$479,495▲ $20,596
Total Net Assets Fund Balance$823,506$1,005,903▲ $182,397
Total Liabilities and Net Assets / Fund Balance$823,506$1,005,903▲ $182,397

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$810,513$77,500▲ $113,594-$985,680
2022$945,958$33,411▼ $151,856-$810,513
2021$801,494$72,385▲ $88,788-$945,958
2020$462,677$240,704▲ $108,504-$801,494
2019$383,943$7,958▲ $80,420-$462,677
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Jim BemillerPresident
Allan StonerDirector
Donna AhlenDirector
Judy NixonDirector
Kevin NicosonDirector
Maria PearsonDirector
Linda FirestoneAssistant Tr
Joe EmigSecretary
Todd MaryeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$122,289
Program Service Revenue
$0
Investment Income
$24,394
Other Revenue
$0
All Other Contributions
$122,289
Change in Net Assets
$91,921
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$45,762
Grants and Similar Amounts Paid$9,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$9,000--$9,000
Fees for Service Investment Mgmnt Fees-$6,927-$6,927
Other Expenses$2,971$1,740-$1,740
Fees for Services Accounting-$1,585-$1,585
Office Expenses-$792-$792
Total Functional Expenses$43,718$11,044$0$54,762
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
7654098761
Address
1700 LINDBERG RD 354, WEST LAFAYETTE, IN 47906

Signing Officer

Name
Todd Marye
Title
Treasurer
Phone
7654098761
Signed
2024-06-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jim Bemiller
Legal Domicile
In
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
19

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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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt017835
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IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0113594
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0-7709
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt072385
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-9000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt088788
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0-4391
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0462677
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0240704
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0801494
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-6000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0108504
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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/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
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IRS990/TotalContributionsAmt0122289
IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011044
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt043718
IRS990/TotalFunctionalExpensesGrp/TotalAmt054762
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IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalProgramServiceExpensesAmt043718
IRS990/TotalRevenueGrp/ExclusionAmt024394
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0146683
IRS990/TotalVolunteersCnt019
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IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TODD MARYE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07654098761
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPR FOUNDATION INC
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ReturnHeader/PreparerPersonGrp/PhoneNum07654285000
ReturnHeader/PreparerPersonGrp/PreparationDt02024-06-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLEY R MORISETTE
ReturnHeader/ReturnTs02024-06-17T15:47:07-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TODD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MARYE
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,005,903
Liabilities
$0
Net assets
$1,005,903
Revenue
$146,683
Expenses
$54,762
Net income
$91,921
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