Civic Intelligence

Wisconsin Upside Down Foundation Inc

990EZ • Fiscal year 2014 • EIN 37-1560779

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 09, 2015

155 E Capital Drive 9CHartland, WI 53029

(262) 443-8690

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

70th percentile

14%

Higher net margin than 70% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

83rd percentile

44%

Faster asset growth than 83% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

45th percentile

-1.1%

Faster revenue growth than 45% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$9,936

Up $3,017 (+44%) from 2013

Net Assets

Up

$9,936

Up $3,017 (+44%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$22,030

Down $240 (-1.1%) from 2013

Expenses

Down

$19,013

Down $8,560 (-31%) from 2013

Net Income

Up

$3,017

Up $8,320 (+157%) from 2013

Historical Trend

Balance Sheet Trend

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

$20K$15K$10K$5.0K$0Assets 2011: $5,837Liabilities 2011: $3,9032011Assets 2012: $12,222Liabilities 2012: $0Net Assets 2012: $12,2222012Assets 2013: $6,919Liabilities 2013: $0Net Assets 2013: $6,9192013Assets 2014: $9,936Liabilities 2014: $0Net Assets 2014: $9,9362014Assets 2015: $16,816Liabilities 2015: $02015

Highlighted filing

2014

Assets$9,936
Liabilities$0
Net Assets$9,936

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $41,724Expenses 2011: $46,811Net Income 2011: -$5,0872011Revenue 2012: $40,250Expenses 2012: $33,865Net Income 2012: $6,3852012Revenue 2013: $22,270Expenses 2013: $27,573Net Income 2013: -$5,3032013Revenue 2014: $22,030Expenses 2014: $19,013Net Income 2014: $3,0172014Revenue 2015: $29,036Expenses 2015: $41,682Net Income 2015: -$12,6462015

Highlighted filing

2014

Revenue$22,030
Expenses$19,013
Net Income$3,017
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 9, 2015
Return Version
2014v5.0
Gross Receipts
$50,375
Mission and Program Overview

Mission

Down syndrome awareness and support

Program Services

DescriptionGrantsExpenses
MEMBER SERVICES & EDUCATION - GRANTS, SOCIAL ACTIVITIES, AWARDS, ART CLASSES, BASKETBALL CAMPS, EDUCTIONAL MATERIALS$0$6,046
AWARENESS - WEBSITE, NEWSLETTERS, BROCHURES, NEW PARENT/PATIENT PACKETS$0$3,460
EDUCATION SUPPORT$0$2,915
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBBIN LYONSPresidentFT$0--
MARTIN HUGHESVice PresidentPT$0--
STEPHANIE BRESTERTreasurerPT$0--
KATHY GALLENBERGERSecretary-$0--
KATHERINE KOLTONMember-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Awareness Walk$22,427$22,427$9,496$12,931
Golf Outing$19,196$19,196$1,932$17,264
Total Events$41,623$41,623$28,345$13,278
Filing and Contact Details

Filer

Filer Name
Wisconsin Upside Down Foundation Inc
EIN
37-1560779
Phone
2624438690
Address
155 E CAPITAL DRIVE 9C, HARTLAND, WI 53029

Signing Officer

Name
Robbin Lyons
Title
President
Phone
2624438690
Signed
2015-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Freyberg Hinkle Ashland Powers & Stowell
Address
15420 W CAPITOL DR, BROOKFIELD, WI 53005-2621
Preparer
Stephanie Brester CPA
Phone
2627846210
Supplemental Narrative

Additional Explanations

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

Description: supplies. Amount: 755. Description: telephone. Amount: 2,086. Description: membership dues. Amount: 1,269. Description: miscellaneous. Amount: 1,781. Description: insurance. Amount: 1,363. Description: advertising. Amount: 1,005. Description: service fees. Amount: 10. Description: conferences. Amount: 692. Total to form 990-ez, line 16: 8,961.

Form 990-ez, Part II, Line 24 - Other Assets

Description: other. Beg. Of year amount: 914. End of year amount: 914.

Raw XML Appendix192 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/PoliticalCampaignActyInd00
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IRS990EZ/PrintingPublicationsPostageAmt02079
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2AWARENESS - WEBSITE, NEWSLETTERS, BROCHURES, NEW PARENT/PATIENT PACKETS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: SUPPLIES. AMOUNT: 755. DESCRIPTION: TELEPHONE. AMOUNT: 2,086. DESCRIPTION: MEMBERSHIP DUES. AMOUNT: 1,269. DESCRIPTION: MISCELLANEOUS. AMOUNT: 1,781. DESCRIPTION: INSURANCE. AMOUNT: 1,363. DESCRIPTION: ADVERTISING. AMOUNT: 1,005. DESCRIPTION: SERVICE FEES. AMOUNT: 10. DESCRIPTION: CONFERENCES. AMOUNT: 692. TOTAL TO FORM 990-EZ, LINE 16: 8,961.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: OTHER. BEG. OF YEAR AMOUNT: 914. END OF YEAR AMOUNT: 914.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
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/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBBIN LYONS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02624438690
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WISCONSIN UPSIDE DOWN FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WISC
ReturnHeader/Filer/EIN0371560779
ReturnHeader/Filer/PhoneNum02624438690
ReturnHeader/Filer/USAddress/AddressLine1Txt0155 E CAPITAL DRIVE 9C
ReturnHeader/Filer/USAddress/CityNm0HARTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053029
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391531945
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FREYBERG HINKLE ASHLAND POWERS & STOWELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015420 W CAPITOL DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BROOKFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0530052621
ReturnHeader/PreparerPersonGrp/PhoneNum02627846210
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHANIE BRESTER CPA
ReturnHeader/ReturnTs02015-11-09T08:24:52-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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