Civic Intelligence

Upper Lafayette Economic Development Foundation

990EZ • Fiscal year 2020 • EIN 20-5006336

Jan 01, 2020 to Dec 31, 2020 • Filed on Feb 15, 2022

Organization Profilewww.upperlafayette.com
2901 Moss StreetLafayette, LA 70501

(337) 761-6326

Siviq Scores

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

Liabilities / Assets

100th percentile

22.59x

Higher debt load relative to assets than 100% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

99th percentile

3.57x

Higher debt load relative to revenue than 99% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Net Margin

2nd percentile

-295%

Higher net margin than 2% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Asset Growth

5th percentile

-54%

Faster asset growth than 5% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

12th percentile

-65%

Faster revenue growth than 12% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets100th percentile

Assets

Down

$2,541

Down $2,928 (-54%) from 2019

Net Assets

Down

-$54,859

Down $47,428 (-638%) from 2019

Liabilities

Up

$57,400

Up $44,500 (+345%) from 2019

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin2nd percentile

Revenue

Down

$16,100

Down $30,063 (-65%) from 2019

Expenses

Up

$63,528

Up $9,303 (+17%) from 2019

Net Income

Down

-$47,428

Down $39,366 (-488%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$200K$100K$0-$100K-$200KAssets 2011: $38,109Liabilities 2011: $23,197Net Assets 2011: $14,9122011Assets 2012: $40,572Liabilities 2012: $22,381Net Assets 2012: $18,1912012Assets 2013: $74,640Liabilities 2013: $27,881Net Assets 2013: $46,7592013Assets 2014: $112,618Liabilities 2014: $38,721Net Assets 2014: $73,8972014Assets 2015: $121,532Liabilities 2015: $24,612Net Assets 2015: $96,9202015Assets 2016: $109,503Liabilities 2016: $20,574Net Assets 2016: $88,9292016Assets 2017: $91,182Liabilities 2017: $21,203Net Assets 2017: $69,9792017Assets 2018: $17,035Liabilities 2018: $16,404Net Assets 2018: $6312018Assets 2019: $5,469Liabilities 2019: $12,900Net Assets 2019: -$7,4312019Assets 2020: $2,541Liabilities 2020: $57,400Net Assets 2020: -$54,8592020Assets 2021: $2,089Liabilities 2021: $104,900Net Assets 2021: -$102,8112021Assets 2022: $1,733Liabilities 2022: $150,900Net Assets 2022: -$149,1672022

Highlighted filing

2020

Assets$2,541
Liabilities$57,400
Net Assets-$54,859
Open 2020 Filing

Operations Trend

Revenue Growth12th percentile

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

$200K$100K$0-$100KRevenue 2011: $79,611Expenses 2011: $72,004Net Income 2011: $7,6072011Revenue 2012: $86,993Expenses 2012: $83,714Net Income 2012: $3,2792012Revenue 2013: $139,416Expenses 2013: $110,848Net Income 2013: $28,5682013Revenue 2014: $148,103Expenses 2014: $120,965Net Income 2014: $27,1382014Revenue 2015: $152,345Expenses 2015: $129,322Net Income 2015: $23,0232015Revenue 2016: $120,212Expenses 2016: $128,203Net Income 2016: -$7,9912016Revenue 2017: $93,292Expenses 2017: $112,242Net Income 2017: -$18,9502017Revenue 2018: $55,597Expenses 2018: $124,945Net Income 2018: -$69,3482018Revenue 2019: $46,163Expenses 2019: $54,225Net Income 2019: -$8,0622019Revenue 2020: $16,100Expenses 2020: $63,528Net Income 2020: -$47,4282020Revenue 2021: $15,850Expenses 2021: $63,802Net Income 2021: -$47,9522021Revenue 2022: $25,600Expenses 2022: $71,956Net Income 2022: -$46,3562022

Highlighted filing

2020

Revenue$16,100
Expenses$63,528
Net Income-$47,428
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Feb 15, 2022
Return Version
2020v4.0
Gross Receipts
$16,100
Mission and Program Overview

Mission

To enhance and direct the positive planned development of Upper Lafayette's economy; focusing on quality of life, with the support of and for local business and community leaders, organizations and homeowners.

Program Services

DescriptionGrantsExpenses
The executive director conducted periodic business visitation outreach sessions to promote civic pride, and foster communication of the membership's and the area's concerns and opportunities for advancement of economic development in the geographic upper portion of Lafayette Parish, LA.--
Previously produced programs air on the local public access channel to inform interested parties of activities and of the businesses and the goods & services provided in the upper geographic region of Lafayette Parish.--
Maintained our website with blogs, calendar of events, and news of accomplishments affecting econcomic development and other initiatives impacting the Upper Lafayette Parish region. Produced four informative and networking events for membership to attend and provide a forum for exchange of information on economic development in the area served.--
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Chris KrampeDirector-$0--
Fran PoseyDirector-$0--
Todd CitronPresident-$0--
Karen RueDirector-$0--
Jonathan WilliamsExecutive Director-$0--
Ken LazardDirector-$0--
Herbert SchillingDirector-$0--
Donna LandryDirector-$0--
Filing and Contact Details

Filer

Filer Name
Upper Lafayette Economic Dev Foundation
EIN
20-5006336
Phone
3377616326
Address
2901 Moss Street, Lafayette, LA 70501

Signing Officer

Name
Todd Citron
Title
President
Signed
2022-02-15
Discuss with paid preparer
Yes

Preparer

Firm
Going Sebastien Fisher & Lebouef Llp
Address
2811 S UNION ST, OPELOUSAS, LA 70570
Preparer
Scott Hayes CPA
Phone
3379423041
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $300”

Other Expenses.1003

“Information Technology $1200”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $11000 Accounts Payable and Accrued Expenses - Ending $55500”

Total Liabilities.1006

“Payable to Officers, Directors, Etc. - Beginning $1900 Payable to Officers, Directors, Etc. - Ending $1900”

Raw XML Appendix133 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Andrew Grady
IRS990EZ/BooksInCareOfDetail/PhoneNum03372332337
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02901 Moss St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Lafayette
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0LA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd070501
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05469
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02541
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt016100
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-47428
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt062028
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt05469
IRS990EZ/Form990TotalAssetsGrp/EOYAmt02541
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt016100
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-7431
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-54859
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-7431
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-54859
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Chris Krampe
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Fran Posey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Todd Citron
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Karen Rue
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jonathan Williams
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Ken Lazard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Herbert Schilling
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Donna Landry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Executive Dir.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01500
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To enhance and direct the positive planned development of Upper Lafayette's economy; focusing on quality of life, with the support of and for local business and community leaders, organizations and homeowners.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The executive director conducted periodic business visitation outreach sessions to promote civic pride, and foster communication of the membership's and the area's concerns and opportunities for advancement of economic development in the geographic upper portion of Lafayette Parish, LA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Previously produced programs air on the local public access channel to inform interested parties of activities and of the businesses and the goods & services provided in the upper geographic region of Lafayette Parish.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Maintained our website with blogs, calendar of events, and news of accomplishments affecting econcomic development and other initiatives impacting the Upper Lafayette Parish region. Produced four informative and networking events for membership to attend and provide a forum for exchange of information on economic development in the area served.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt012900
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt057400
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt063528
IRS990EZ/TotalRevenueAmt016100
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.upperlafayette.com
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $1200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Accounts Payable and Accrued Expenses - Beginning $11000 Accounts Payable and Accrued Expenses - Ending $55500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Payable to Officers, Directors, Etc. - Beginning $1900 Payable to Officers, Directors, Etc. - Ending $1900
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Total Liabilities.1006
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Todd Citron
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Upper Lafayette Economic Dev Foundation
ReturnHeader/Filer/BusinessNameControlTxt0UPPE
ReturnHeader/Filer/EIN0205006336
ReturnHeader/Filer/PhoneNum03377616326
ReturnHeader/Filer/USAddress/AddressLine1Txt02901 Moss Street
ReturnHeader/Filer/USAddress/CityNm0Lafayette
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd070501
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263940785
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GOING SEBASTIEN FISHER & LEBOUEF LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02811 S UNION ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OPELOUSAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd070570
ReturnHeader/PreparerPersonGrp/PhoneNum03379423041
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT HAYES CPA
ReturnHeader/ReturnTs02022-02-15T15:34:53-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Todd
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Citron
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,541
Liabilities
$57,400
Net assets
-$54,859
Revenue
$16,100
Expenses
$63,528
Net income
-$47,428
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.02$1.51$1.49$0.26$0.72$0.46
2021Detailed filing. Detailed filing data is available for this year.$0.02$1.05$1.03$0.16$0.64$0.48
2020Detailed filing. Detailed filing data is available for this year.$0.03$0.57$0.55$0.16$0.64$0.47
2019Detailed filing. Detailed filing data is available for this year.$0.05$0.13$0.07$0.46$0.54$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.17$0.16$0.01$0.56$1.25$0.69
2017Detailed filing. Detailed filing data is available for this year.$0.91$0.21$0.70$0.93$1.12$0.19
2016Detailed filing. Detailed filing data is available for this year.$1.10$0.21$0.89$1.20$1.28$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.22$0.25$0.97$1.52$1.29$0.23
2014Detailed filing. Detailed filing data is available for this year.$1.13$0.39$0.74$1.48$1.21$0.27
2013Detailed filing. Detailed filing data is available for this year.$0.75$0.28$0.47$1.39$1.11$0.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.41$0.22$0.18$0.87$0.84$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.23$0.15$0.80$0.72$0.08