Liabilities / Assets
69th percentile
Higher debt load relative to assets than 69% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.03x
Liabilities / Revenue
61st percentile
Higher debt load relative to revenue than 61% of similar nonprofits.
Net Margin
39th percentile
Higher net margin than 39% of similar nonprofits.
Top Officer Pay
82nd percentile
Higher top officer pay than 82% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
3rd percentile
Faster asset growth than 3% of similar nonprofits.
Revenue Growth
19th percentile
Faster revenue growth than 19% of similar nonprofits.
Balance Sheet
Assets
Down$7,857
Down $17,392 (-69%) from 2012
Net Assets
Down$7,598
Down $391 (-4.9%) from 2012
Liabilities
Down$259
Down $17,001 (-98%) from 2012
Revenue And Expenses
Revenue
Down$53,503
Down $11,172 (-17%) from 2012
Expenses
Down$53,894
Down $13,837 (-20%) from 2012
Net Income
Up-$391
Up $2,665 (+87%) from 2012
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2013 to Dec 31, 2013
- Signed
- Jan 31, 2014
- Return Version
- 2013v3.0
- Gross Receipts
- $53,503
Mission and Program Overview
Mission
To provide guardianship and representative payee services to individuals in need who can not otherwise get the needed care
SOCIAL WELFARE
Program Services
| Description | Grants | Expenses |
|---|---|---|
| TO PROVIDE GUARDIANSHIP AND REPRESENTATIVE PAYEE SERVICES TO INDIVIDUALS IN NEED WHO CAN NOT OTHERWISE GET THE NEEDED SERVICES | $0 | $53,894 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| CAROL TOLLEY | President | PT | $0 | - | - |
| DIANE WAITE | Vice President | PT | $0 | - | - |
| JULIE ROSEBERRY | Secretary/Treasurer | PT | $0 | - | - |
| PATTY SCHAUMBURG | Director | - | $0 | - | - |
| RICK PEASE | Director | - | $0 | - | - |
Filing and Contact Details
Filer
- EIN
- 39-1974643
- Phone
- 6083390260
Signing Officer
- Name
- Carol Tolley
- Title
- President
- Phone
- 6083390260
- Signed
- 2014-01-31
- Discuss with paid preparer
- Yes
Preparer
- Preparer
- Morgan Klemm
- Phone
- 6083567733
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 8 - Other Revenue
“Description: miscellaneous income . Amount: 1,840.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: payroll taxes . Amount: 6,393. Description: insurance . Amount: 2,894. Description: office expense . Amount: 2,453. Description: travel . Amount: 793. Description: advertising . Amount: 1,003. Description: miscellaneous expense . Amount: 218. Description: client expense . Amount: 670. Description: dues and subscriptions . Amount: 20. Description: meals and entertainment . Amount: 323. Description: mileage reimbursement . Amount: 1,815. Description: ouside services . Amount: 225. Description: repairs and maintenance . Amount: 79. Total to form 990-ez, line 16: 16,886.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: protective payee accounts. Beg. Of year amount: 16,866. End of year amount: 0. Description: other depreciable assets. Beg. Of year amount: 0. End of year amount: 4,944.”
Form 990-ez, Part II, Line 26 - Other Liabilities
“Description: payroll liabilities . Beg. Of year amount: 394. End of year amount: 259. Description: protective payee accounts. Beg. Of year amount: 16,866. End of year amount: 0.”
Raw XML Appendix127 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/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1 | 0 | SHELLEY SLEEMAN |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 6083390260 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | PO BOX 408 |
| IRS990EZ/BooksInCareOfDetail/USAddress/City | 0 | FRIENDSHIP |
| IRS990EZ/BooksInCareOfDetail/USAddress/State | 0 | WI |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 53934 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 8383 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 2913 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -391 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 1435 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 25249 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 7857 |
| IRS990EZ/GrossReceiptsAmt | 0 | 53503 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 7989 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 7598 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 7989 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 7598 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 4912 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 20.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 20.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | CAROL TOLLEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | DIANE WAITE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | JULIE ROSEBERRY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | PATTY SCHAUMBURG |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | RICK PEASE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY/TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 16866 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 4944 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 16886 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 1840 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | SOCIAL WELFARE |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 51663 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | TO PROVIDE GUARDIANSHIP AND REPRESENTATIVE PAYEE SERVICES TO INDIVIDUALS IN NEED WHO CAN NOT OTHERWISE GET THE NEEDED SERVICES |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 53894 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 30661 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | WI |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 17260 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 259 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 53894 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 53894 |
| IRS990EZ/TotalRevenueAmt | 0 | 53503 |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: MISCELLANEOUS INCOME . AMOUNT: 1,840. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: PAYROLL TAXES . AMOUNT: 6,393. DESCRIPTION: INSURANCE . AMOUNT: 2,894. DESCRIPTION: OFFICE EXPENSE . AMOUNT: 2,453. DESCRIPTION: TRAVEL . AMOUNT: 793. DESCRIPTION: ADVERTISING . AMOUNT: 1,003. DESCRIPTION: MISCELLANEOUS EXPENSE . AMOUNT: 218. DESCRIPTION: CLIENT EXPENSE . AMOUNT: 670. DESCRIPTION: DUES AND SUBSCRIPTIONS . AMOUNT: 20. DESCRIPTION: MEALS AND ENTERTAINMENT . AMOUNT: 323. DESCRIPTION: MILEAGE REIMBURSEMENT . AMOUNT: 1,815. DESCRIPTION: OUSIDE SERVICES . AMOUNT: 225. DESCRIPTION: REPAIRS AND MAINTENANCE . AMOUNT: 79. TOTAL TO FORM 990-EZ, LINE 16: 16,886. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: PROTECTIVE PAYEE ACCOUNTS. BEG. OF YEAR AMOUNT: 16,866. END OF YEAR AMOUNT: 0. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 4,944. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: PAYROLL LIABILITIES . BEG. OF YEAR AMOUNT: 394. END OF YEAR AMOUNT: 259. DESCRIPTION: PROTECTIVE PAYEE ACCOUNTS. BEG. OF YEAR AMOUNT: 16,866. END OF YEAR AMOUNT: 0. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE 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/BuildTS | 0 | 2015-11-30 17:44:51Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | CAROL TOLLEY |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6083390260 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2014-01-31 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | UPPER CHAMBER INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | UPPE |
| ReturnHeader/Filer/EIN | 0 | 391974643 |
| ReturnHeader/Filer/PhoneNum | 0 | 6083390260 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | PO BOX 408 |
| ReturnHeader/Filer/USAddress/City | 0 | FRIENDSHIP |
| ReturnHeader/Filer/USAddress/State | 0 | WI |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 53934 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 200794302 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1 | 0 | MOY BORCHERT ERBS & ASSOCIATES LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1 | 0 | PO BOX 163 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City | 0 | BARABOO |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State | 0 | WI |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode | 0 | 53913 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6083567733 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2014-01-29 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | MORGAN KLEMM |
| ReturnHeader/ReturnTs | 0 | 2014-03-12T16:23:54-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2013-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2013-12-31 |
| ReturnHeader/TaxYr | 0 | 2013 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $7,857
- Liabilities
- $259
- Net assets
- $7,598
- Revenue
- $53,503
- Expenses
- $53,894
- Net income
- -$391