Civic Intelligence

The Upside Down Foundation Inc

990EZ • Fiscal year 2017 • EIN 20-8143518

Jul 01, 2016 to Jun 30, 2017 • Filed on May 11, 2018

800 S Osprey AvenueSarasota, FL 34236

(941) 366-3600

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

46th percentile

1.5%

Higher net margin than 46% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

97th percentile

$83,000

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 65.2% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

63rd percentile

11%

Faster asset growth than 63% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

73rd percentile

21%

Faster revenue growth than 73% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$19,579

Up $1,909 (+11%) from 2016

Net Assets

Up

$19,579

Up $1,909 (+11%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$127,389

Up $22,229 (+21%) from 2016

Expenses

Up

$125,480

Up $18,383 (+17%) from 2016

Net Income

Up

$1,909

Up $3,846 (+199%) from 2016

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0-$50KAssets 2011: $0Liabilities 2011: $10,015Net Assets 2011: -$10,0152011Assets 2012: $24,978Liabilities 2012: $0Net Assets 2012: $24,9782012Assets 2013: $166,515Liabilities 2013: $0Net Assets 2013: $166,5152013Assets 2014: $16,089Liabilities 2014: $0Net Assets 2014: $16,0892014Assets 2015: $19,607Liabilities 2015: $0Net Assets 2015: $19,6072015Assets 2016: $17,670Liabilities 2016: $0Net Assets 2016: $17,6702016Assets 2017: $19,579Liabilities 2017: $0Net Assets 2017: $19,5792017Assets 2018: $39,525Liabilities 2018: $0Net Assets 2018: $39,5252018

Highlighted filing

2017

Assets$19,579
Liabilities$0
Net Assets$19,579

Operations Trend

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

$200K$100K$0-$100K-$200KExpenses 2011: $101,1382011Expenses 2012: $5,2762012Expenses 2013: $7,1022013Revenue 2014: $45,089Expenses 2014: $195,515Net Income 2014: -$150,4262014Revenue 2015: $106,456Expenses 2015: $102,938Net Income 2015: $3,5182015Revenue 2016: $105,160Expenses 2016: $107,097Net Income 2016: -$1,9372016Revenue 2017: $127,389Expenses 2017: $125,480Net Income 2017: $1,9092017Revenue 2018: $28,027Expenses 2018: $8,081Net Income 2018: $19,9462018

Highlighted filing

2017

Revenue$127,389
Expenses$125,480
Net Income$1,909
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 11, 2018
Return Version
2016v3.0
Gross Receipts
$136,596
Mission and Program Overview

Mission

Assisting "at risk" elementary school students with poor reading skills to improve those skills, using high school students as reading mentors.

Program Services

DescriptionGrantsExpenses
CONTINUATION OF READING PROGRAM AT SARASOTA COUNTY SCHOOLS; OVER 300 HIGH SCHOOL MENTORS ARE HELPING MORE THAN 700 ELEMENTARY SCHOOL STUDENTS TO IMPROVE THEIR READING SKILLS. FLUENCY RATES AMONG THE ELEMENTARY SCHOOL STUDENTS HAVE IMPROVED BY AN AVERAGE OF 85%.$87,765$87,986
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GREGORY TRUITTChairmanFT$83,000-$83,000
EDDYE HOWARD JRVice Chairman/Liability-$0--
MICKEY CHARDTreasurer-$0--
NATHAN WEINBAUMOfficer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
2016 Giving Challenge$23,331---
Golf Tournament$26,500$9,207$1,102$8,105
Total Events$49,831$9,207$9,207$0
Filing and Contact Details

Filer

Filer Name
The Upside Down Foundation Inc
EIN
20-8143518
Phone
9413663600
Address
800 S OSPREY AVENUE, SARASOTA, FL 34236

Signing Officer

Name
Gregory Truitt
Title
President
Phone
9413663600
Signed
2018-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Suplee Shea Cramer & Rocklein Pa
Address
800 SOUTH OSPREY AVENUE, SARASOTA, FL 34236-7834
Preparer
T Raymond Suplee
Phone
9413663600
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

Description: information technology. Amount: 2,455. Description: insurance. Amount: 699. Description: interest. Amount: 596. Description: penalties. Amount: 1,065. Description: office expense. Amount: 470. Description: payroll taxes. Amount: 18,169. Description: telephone and internet. Amount: 3,331. Description: travel. Amount: 9,020. Description: training. Amount: 502. Total to form 990-ez, line 16: 36,307.

Raw XML Appendix179 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SUPLEE SHEA CRAMER & ROCKLEIN PA
IRS990EZ/BooksInCareOfDetail/PhoneNum09413663600
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0800 S OSPREY AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SARASOTA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034236
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt017670
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt019579
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0127389
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt01909
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06173
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt017670
IRS990EZ/Form990TotalAssetsGrp/EOYAmt019579
IRS990EZ/FundraisingGrossIncomeAmt09207
IRS990EZ/GrossReceiptsAmt0136596
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt017670
IRS990EZ/NetAssetsOrFundBalancesEOYAmt019579
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt017670
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt019579
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt083000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GREGORY TRUITT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1EDDYE HOWARD JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICKEY CHARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NATHAN WEINBAUM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE CHAIRMAN/LIABILITY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3OFFICER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt036307
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0ASSISTING "AT RISK" ELEMENTARY SCHOOL STUDENTS WITH POOR READING SKILLS TO IMPROVE THOSE SKILLS, USING HIGH SCHOOL STUDENTS AS READING MENTORS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONTINUATION OF READING PROGRAM AT SARASOTA COUNTY SCHOOLS; OVER 300 HIGH SCHOOL MENTORS ARE HELPING MORE THAN 700 ELEMENTARY SCHOOL STUDENTS TO IMPROVE THEIR READING SKILLS. FLUENCY RATES AMONG THE ELEMENTARY SCHOOL STUDENTS HAVE IMPROVED BY AN AVERAGE OF 85%.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt087765
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt087986
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt083000
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt09207
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0125480
IRS990EZ/TotalProgramServiceExpensesAmt087986
IRS990EZ/TotalRevenueAmt0127389
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt086765
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt054928
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt043500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt045089
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0100200
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0330482
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt049831
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt055914
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt064160
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt030165
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt060493
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0260563
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.55910
IRS990ScheduleA/PublicSupportPY170Pct00.67370
IRS990ScheduleA/PublicSupportTotal170Amt0330482
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt086765
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt054928
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt043500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt045089
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0100200
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0330482
IRS990ScheduleA/TotalSupportAmt0591045
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt040624
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt017293
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt023331
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09207
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm02016 GIVING CHALLENGE
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt01842
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt01842
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt026500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt023331
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt049831
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt09207
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt09207
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01102
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01102
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt06263
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt06263
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INFORMATION TECHNOLOGY. AMOUNT: 2,455. DESCRIPTION: INSURANCE. AMOUNT: 699. DESCRIPTION: INTEREST. AMOUNT: 596. DESCRIPTION: PENALTIES. AMOUNT: 1,065. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 470. DESCRIPTION: PAYROLL TAXES. AMOUNT: 18,169. DESCRIPTION: TELEPHONE AND INTERNET. AMOUNT: 3,331. DESCRIPTION: TRAVEL. AMOUNT: 9,020. DESCRIPTION: TRAINING. AMOUNT: 502. TOTAL TO FORM 990-EZ, LINE 16: 36,307.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GREGORY TRUITT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09413663600
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE UPSIDE DOWN FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0UPSI
ReturnHeader/Filer/EIN0208143518
ReturnHeader/Filer/PhoneNum09413663600
ReturnHeader/Filer/USAddress/AddressLine1Txt0800 S OSPREY AVENUE
ReturnHeader/Filer/USAddress/CityNm0SARASOTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034236
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BAD141F0C9AE04A66D5C3ABD70B209AAEA93B3FB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BAD141F0C9AE04A66D5C3ABD70B209AAEA93B3FB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.93.34.33
ReturnHeader/FilingSecurityInformation/IPDt02018-05-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm014:04:09
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0592213319
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SUPLEE SHEA CRAMER & ROCKLEIN PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0800 SOUTH OSPREY AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SARASOTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0342367834
ReturnHeader/PreparerPersonGrp/PhoneNum09413663600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0T RAYMOND SUPLEE
ReturnHeader/ReturnTs02018-05-15T07:29:35-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings