Civic Intelligence

Upland Community Foundation

990EZ • Fiscal year 2021 • EIN 33-0848970

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

PO Box 794Upland, CA 91785

(909) 294-2350

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

57th percentile

14%

Higher net margin than 57% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

56th percentile

10%

Faster asset growth than 56% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

26th percentile

-30%

Faster revenue growth than 26% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$122,028

Up $11,133 (+10%) from 2020

Net Assets

Up

$122,028

Up $11,133 (+10%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$79,772

Down $33,763 (-30%) from 2020

Expenses

Down

$68,639

Down $34,029 (-33%) from 2020

Net Income

Up

$11,133

Up $266 (+2.4%) from 2020

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $52,072Liabilities 2010: $0Net Assets 2010: $52,0722010Assets 2011: $80,200Liabilities 2011: $0Net Assets 2011: $80,2002011Assets 2012: $268,190Liabilities 2012: $0Net Assets 2012: $268,1902012Assets 2013: $265,256Net Assets 2013: $265,2562013Assets 2014: $267,041Net Assets 2014: $267,0412014Assets 2015: $196,278Liabilities 2015: $0Net Assets 2015: $196,2782015Assets 2016: $255,711Liabilities 2016: $0Net Assets 2016: $255,7112016Assets 2017: $185,635Net Assets 2017: $185,6352017Assets 2018: $106,384Net Assets 2018: $106,3842018Assets 2019: $100,028Net Assets 2019: $100,0282019Assets 2020: $110,895Net Assets 2020: $110,8952020Assets 2021: $122,028Net Assets 2021: $122,0282021Assets 2022: $85,653Net Assets 2022: $85,6532022Assets 2023: $68,928Net Assets 2023: $68,9282023Assets 2024: $58,633Net Assets 2024: $58,6332024

Highlighted filing

2021

Assets$122,028
Liabilities-
Net Assets$122,028

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $105,8972010Expenses 2011: $12,9252011Expenses 2012: $37,6022012Revenue 2013: $47,687Expenses 2013: $50,621Net Income 2013: -$2,9342013Revenue 2014: $32,748Expenses 2014: $30,963Net Income 2014: $1,7852014Revenue 2015: $366,595Expenses 2015: $437,358Net Income 2015: -$70,7632015Revenue 2016: $285,973Expenses 2016: $226,540Net Income 2016: $59,4332016Revenue 2017: $173,801Expenses 2017: $243,877Net Income 2017: -$70,0762017Revenue 2018: $30,585Expenses 2018: $109,836Net Income 2018: -$79,2512018Revenue 2019: $69,366Expenses 2019: $75,722Net Income 2019: -$6,3562019Revenue 2020: $113,535Expenses 2020: $102,668Net Income 2020: $10,8672020Revenue 2021: $79,772Expenses 2021: $68,639Net Income 2021: $11,1332021Revenue 2022: $67,081Expenses 2022: $103,456Net Income 2022: -$36,3752022Revenue 2023: $12,534Expenses 2023: $29,259Net Income 2023: -$16,7252023Revenue 2024: $19,863Expenses 2024: $30,158Net Income 2024: -$10,2952024

Highlighted filing

2021

Revenue$79,772
Expenses$68,639
Net Income$11,133
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.1
Gross Receipts
$79,772
Mission and Program Overview

Mission

To improve and enhance the community of upland and support city programs.

Program Services

DescriptionGrantsExpenses
RAISED FUNDS TO BUILD NEW BASKETBALL COURTS AT MEMORIAL PARK IN UPLAND.-$24,525
RAISED FUNDS FOR AND MAINTAINED VETERANS MONUMENT FOR THE CITY OF UPLAND.-$12,951
ENGAGED IN OTHER PROJECTS, INCLUDING A HOMELESS OUTREACH PROJECT, MILITARY BANNER PROJECT AND LIBRARY REPAIRS.-$11,307
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CLIFF MATTHEWSDirector-$0--
KELLY McMENOMY CPAVice President-$0--
RALPH CAVALLODirector-$0--
JERRY FENNINGSecretary-$0--
STEPHANIE WELLSTreasurer-$0--
ANDY PETERSONVice President-$0--
RENUKA BALAKRISHNANDirector-$0--
TOM THOMASPresident-$0--
NEIL GERARDVice President-$0--
SID ROBINSONDirector-$0--
RUBY AHMEDDirector-$0--
Filing and Contact Details

Filer

Filer Name
Upland Community Foundation
EIN
33-0848970
Phone
9092942350
Address
PO BOX 794, UPLAND, CA 91785

Signing Officer

Name
Kelly K McMenomy
Title
CPA
Signed
2022-11-15

Preparer

Firm
Mcmenomy & Associates Cpas Llp
Address
876 N Mountain Ave Ste 105, Upland, CA 91786
Preparer
Kelly K McMenomy
Phone
9092942350
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $3019

Other Expenses.1012

Insurance $1561

Other Expenses.1

Memorial park basketball court $24525

Other Expenses.2

VETERANS MONUMENT $12951

Other Expenses.3

LIBRARY REPAIRS $8609

Other Expenses.4

Military banner program $2798

Other Expenses.5

Upland c.e.r.t. Program $2581

Other Expenses.6

Miscellaneous projects $2379

Other Expenses.7

WEBSITE $912

Other Expenses.8

BANK CHARGES $469

Other Expenses.9

PROFESSIONAL DUES $170

Other Expenses.10

P.O. BOX RENTAL $165

Raw XML Appendix206 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CLIFF MATTHEWS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KELLY McMENOMY CPA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RALPH CAVALLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JERRY FENNING
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ANDY PETERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6RENUKA BALAKRISHNAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7TOM THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8NEIL GERARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9SID ROBINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10RUBY AHMED
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt060139
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO IMPROVE AND ENHANCE THE COMMUNITY OF UPLAND AND SUPPORT CITY PROGRAMS.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2ENGAGED IN OTHER PROJECTS, INCLUDING A HOMELESS OUTREACH PROJECT, MILITARY BANNER PROJECT AND LIBRARY REPAIRS.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt112951
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt211307
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.uplandcommunityfdn.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt079752
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0169085
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt020
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0109
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IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/SubstantialContributorsTotAmt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt079752
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IRS990ScheduleA/TotalSupportAmt0462453
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $3019
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1561
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMORIAL PARK BASKETBALL COURT $24525
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3VETERANS MONUMENT $12951
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4LIBRARY REPAIRS $8609
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MILITARY BANNER PROGRAM $2798
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6UPLAND C.E.R.T. PROGRAM $2581
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MISCELLANEOUS PROJECTS $2379
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8WEBSITE $912
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BANK CHARGES $469
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PROFESSIONAL DUES $170
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11P.O. BOX RENTAL $165
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.10
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/PersonNm0Kelly K McMenomy
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CPA
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPLAND COMMUNITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0UPLA
ReturnHeader/Filer/EIN0330848970
ReturnHeader/Filer/PhoneNum09092942350
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 794
ReturnHeader/Filer/USAddress/CityNm0UPLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091785
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461559312
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCMENOMY & ASSOCIATES CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0876 N Mountain Ave Ste 105
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Upland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091786
ReturnHeader/PreparerPersonGrp/PhoneNum09092942350
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kelly K McMenomy
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-15T21:12:07-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Kelly K
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0McMenomy
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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.$0.59$0.59$0.20$0.30$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.69$0.69$0.13$0.29$0.17
2022Detailed filing. Detailed filing data is available for this year.$0.86$0.86$0.67$1.03$0.36
2021Detailed filing. Detailed filing data is available for this year.$1.22$1.22$0.80$0.69$0.11
2020Detailed filing. Detailed filing data is available for this year.$1.11$1.11$1.14$1.03$0.11
2019Detailed filing. Detailed filing data is available for this year.$1.00$1.00$0.69$0.76$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$1.06$0.31$1.10$0.79
2017Detailed filing. Detailed filing data is available for this year.$1.86$1.86$1.74$2.44$0.70
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.56$0.00$2.56$2.86$2.27$0.59
2015Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$3.67$4.37$0.71
2014Detailed filing. Detailed filing data is available for this year.$2.67$2.67$0.33$0.31$0.02
2013Detailed filing. Detailed filing data is available for this year.$2.65$2.65$0.48$0.51$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.68$0.00$2.68$0.38
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.80$0.00$0.80$0.13
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.52$0.00$0.52$1.06