Civic Intelligence

Upside Down Foundation

990PF • Fiscal year 2017 • EIN 20-3701540

Jan 01, 2017 to Dec 31, 2017 • Filed on May 23, 2018

399 Flintridge Oaks DrLA Canada, CA 91011

(818) 952-4120

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

94th percentile

63%

Higher net margin than 94% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

81st percentile

20%

Faster asset growth than 81% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

97th percentile

377%

Faster revenue growth than 97% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$723,693

Up $121,740 (+20%) from 2016

Net Assets

Up

$723,693

Up $121,740 (+20%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$192,877

Up $152,446 (+377%) from 2016

Expenses

Up

$71,137

Up $15,890 (+29%) from 2016

Net Income

Up

$121,740

Up $136,556 (+922%) from 2016

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $259,020Liabilities 2010: $0Net Assets 2010: $259,0202010Assets 2011: $463,343Liabilities 2011: $02011Assets 2012: $709,524Liabilities 2012: $0Net Assets 2012: $709,5242012Assets 2013: $641,104Liabilities 2013: $0Net Assets 2013: $641,1042013Assets 2014: $586,873Liabilities 2014: $0Net Assets 2014: $586,8732014Assets 2015: $616,769Liabilities 2015: $0Net Assets 2015: $616,7692015Assets 2016: $601,953Liabilities 2016: $0Net Assets 2016: $601,9532016Assets 2017: $723,693Liabilities 2017: $0Net Assets 2017: $723,6932017Assets 2018: $712,637Liabilities 2018: $0Net Assets 2018: $712,6372018Assets 2019: $654,546Liabilities 2019: $0Net Assets 2019: $654,5462019Assets 2020: $633,815Liabilities 2020: $0Net Assets 2020: $633,8152020Assets 2021: $618,736Liabilities 2021: $0Net Assets 2021: $618,7362021Assets 2022: $585,847Liabilities 2022: $0Net Assets 2022: $585,8472022Assets 2023: $549,707Liabilities 2023: $0Net Assets 2023: $549,7072023Assets 2024: $569,689Liabilities 2024: $0Net Assets 2024: $569,6892024

Highlighted filing

2017

Assets$723,693
Liabilities$0
Net Assets$723,693

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $55,0712010Revenue 2011: $454,098Expenses 2011: $249,775Net Income 2011: $204,3232011Expenses 2012: $158,2412012Revenue 2013: $50,440Expenses 2013: $118,860Net Income 2013: -$68,4202013Revenue 2014: $99,061Expenses 2014: $153,292Net Income 2014: -$54,2312014Revenue 2015: $76,931Expenses 2015: $47,035Net Income 2015: $29,8962015Revenue 2016: $40,431Expenses 2016: $55,247Net Income 2016: -$14,8162016Revenue 2017: $192,877Expenses 2017: $71,137Net Income 2017: $121,7402017Revenue 2018: $43,150Expenses 2018: $54,206Net Income 2018: -$11,0562018Revenue 2019: $37,343Expenses 2019: $95,434Net Income 2019: -$58,0912019Revenue 2020: $107,579Expenses 2020: $128,310Net Income 2020: -$20,7312020Revenue 2021: $148,670Expenses 2021: $163,749Net Income 2021: -$15,0792021Revenue 2022: $85,420Expenses 2022: $118,309Net Income 2022: -$32,8892022Revenue 2023: $123,137Expenses 2023: $159,277Net Income 2023: -$36,1402023Revenue 2024: $206,188Expenses 2024: $186,206Net Income 2024: $19,9822024

Highlighted filing

2017

Revenue$192,877
Expenses$71,137
Net Income$121,740
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 23, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JERRY WADAPresident &-$0--
JANE WADASecretary &-$0--
Filing and Contact Details

Filer

Filer Name
Upside Down Foundation
EIN
20-3701540
Phone
8189524120
Address
399 FLINTRIDGE OAKS DR, LA CANADA, CA 91011

Signing Officer

Name
Jerry Wada
Title
President & Director
Signed
2018-05-23
Discuss with paid preparer
Yes

Preparer

Firm
Lucas Horsfall Murphy & Pindroh Llp
Address
100 E CORSON ST STE 200, PASADENA, CA 91103-3841
Preparer
Julie Lee
Phone
6267445100
Raw XML Appendix395 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0669405
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0VARIOUS PUBLICLY-TRADED SECURI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt052068
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0JANUS TWENTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1JANUS HENDERSON FORTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt056702
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0121740
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IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt033085
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt015695
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0687
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0687
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt070450
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt05726
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt055248
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt055562
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0314
IRS990PF/DistributableAmountGrp/TotalTaxAmt0314
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0146
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0146
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JERRY WADA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT &
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY &
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3BETHANY UNION CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4HEAVENLY TREASURES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4CHURCH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2CRYSTAL MYERS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22920 W RIVERSIDE DR A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3603 N NEW AVE E
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt47770 N HIGH SCHOOL RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5430 N PLANTERS ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61750 W 103RD ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7PO BOX 1982
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MOKELUMNE HILL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LAFEYETTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BURBANK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MONTEREY PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4INDIANAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5EMORY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7GLENDORA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6IL
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt055248
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt055248
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt014893
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt08017
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0112613
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt084545
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0141725
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0141725
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0235270
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt015202
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt014893
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt08017
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0112613
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt084545
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt070450
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt015202
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0376995
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0361793
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0JERRY AND JANE WADA IRREVOCABLE TR
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0399 FLINTRIDGE OAKS DR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LA CANADA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd091011
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0149136
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum21
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt036064
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt131412
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt281660
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0112 SHARES CHTR
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1315.7034 SHARES JBHT
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2750 SHARES MASTERCARD INC
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02017-02-14
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12017-02-14
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22017-02-14
IRS990ScheduleB/Organization501c3ExemptPFInd0X
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/Amt1652
TaxesSchedule/TaxesDetail/CategoryTxt0STATE FILING FEES
TaxesSchedule/TaxesDetail/CategoryTxt1IRS TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt035
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1652
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JERRY WADA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT & DIR
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPSIDE DOWN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0UPSI
ReturnHeader/Filer/EIN0203701540
ReturnHeader/Filer/PhoneNum08189524120
ReturnHeader/Filer/USAddress/AddressLine1Txt0399 FLINTRIDGE OAKS DR
ReturnHeader/Filer/USAddress/CityNm0LA CANADA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091011
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FD35D3361013BECD5074789C6704DD616CC57F25
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0679AEE731951ABB8C6DC16E3F044C99F2366BB8A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-06-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:25:45
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954659692
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LUCAS HORSFALL MURPHY & PINDROH LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 E CORSON ST STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PASADENA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0911033841
ReturnHeader/PreparerPersonGrp/PhoneNum06267445100
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE LEE
ReturnHeader/ReturnTs02018-06-13T10:25:45-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.70$0.00$5.70$2.06$1.86$0.20
2023Detailed filing. Detailed filing data is available for this year.$5.50$0.00$5.50$1.23$1.59$0.36
2022Detailed filing. Detailed filing data is available for this year.$5.86$0.00$5.86$0.85$1.18$0.33
2021Detailed filing. Detailed filing data is available for this year.$6.19$0.00$6.19$1.49$1.64$0.15
2020Detailed filing. Detailed filing data is available for this year.$6.34$0.00$6.34$1.08$1.28$0.21
2019Detailed filing. Detailed filing data is available for this year.$6.55$0.00$6.55$0.37$0.95$0.58
2018Detailed filing. Detailed filing data is available for this year.$7.13$0.00$7.13$0.43$0.54$0.11
2017Detailed filing. Detailed filing data is available for this year.$7.24$0.00$7.24$1.93$0.71$1.22
2016Detailed filing. Detailed filing data is available for this year.$6.02$0.00$6.02$0.40$0.55$0.15
2015Detailed filing. Detailed filing data is available for this year.$6.17$0.00$6.17$0.77$0.47$0.30
2014Detailed filing. Detailed filing data is available for this year.$5.87$0.00$5.87$0.99$1.53$0.54
2013Detailed filing. Detailed filing data is available for this year.$6.41$0.00$6.41$0.50$1.19$0.68
2012Detailed filing. Detailed filing data is available for this year.$7.10$0.00$7.10$1.58
2011Summary only. Only limited summary data is available for this year.$4.63$0.00$4.54$2.50$2.04
2010Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.55