Civic Intelligence

Upper Lafayette Economic Dev Foundation

EIN 20-5006336 • 501(c)6 • Lafayette, LA

Profile

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.

2901 Moss StreetLafayette, LA 70501

www.upperlafayette.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

100th percentile

87.07x

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

501(c)6 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

99th percentile

5.89x

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

501(c)6 • <$500k nonprofits • Source year 2022

Net Margin

4th percentile

-181%

Higher net margin than 4% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2022

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2022

Asset Growth

27th percentile

-17%

Faster asset growth than 27% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

91st percentile

62%

Faster revenue growth than 91% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets100th percentile

Assets

Down

$1,733

Down $356 (-17%) from 2021

Liabilities

Up

$150,900

Up $46,000 (+44%) from 2021

Net Assets

Down

-$149,167

Down $46,356 (-45%) from 2021

Operations
Liabilities / Revenue99th percentileNet Margin4th percentile

Revenue

Up

$25,600

Up $9,750 (+62%) from 2021

Expenses

Up

$71,956

Up $8,154 (+13%) from 2021

Net Income

Up

-$46,356

Up $1,596 (+3.3%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2022

Assets$1,733
Liabilities$150,900
Net Assets-$149,167
Open 2022 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income by year, with the latest 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

2022

Revenue$25,600
Expenses$71,956
Net Income-$46,356
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,733
Liabilities
$150,900
Net assets
-$149,167
Revenue
$25,600
Expenses
$71,956
Net income
-$46,356
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jul 14, 2023
Return Version
2022v5.0
Gross Receipts
$25,600
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 Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Chris KrampeDirectorPT$0--
Todd CitronPresidentPT$0--
Karen RueDirectorPT$0--
Jonathan WilliamsExecutive DirectorFT$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
2023-07-14
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 $1100”

Other Expenses.1003

“Information Technology $1330”

Other Expenses.1

“UTILITIES $3433”

Other Expenses.3

“Repairs & maintenance $500”

Other Expenses.4

“BANK CHARGES $248”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $103000 Accounts Payable and Accrued Expenses - Ending $149000”

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
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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/BOYAmt02089
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01733
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt025600
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-46356
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt064145
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt01733
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt025600
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-102811
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-149167
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Chris Krampe
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Karen Rue
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jonathan Williams
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Herbert Schilling
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Donna Landry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Executive Dir.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt06611
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/PrintingPublicationsPostageAmt01200
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
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IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0104900
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0150900
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt071956
IRS990EZ/TotalRevenueAmt025600
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.upperlafayette.com
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $1100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $1330
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UTILITIES $3433
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REPAIRS & MAINTENANCE $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK CHARGES $248
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Accounts Payable and Accrued Expenses - Beginning $103000 Accounts Payable and Accrued Expenses - Ending $149000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Payable to Officers, Directors, Etc. - Beginning $1900 Payable to Officers, Directors, Etc. - Ending $1900
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Total Liabilities.1006
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/Filer/EIN0205006336
ReturnHeader/Filer/PhoneNum03377616326
ReturnHeader/Filer/USAddress/AddressLine1Txt02901 Moss Street
ReturnHeader/Filer/USAddress/CityNm0Lafayette
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263940785
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ReturnHeader/PreparerPersonGrp/PhoneNum03379423041
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT HAYES CPA
ReturnHeader/ReturnTs02023-07-17T07:54:56-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Todd
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ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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