Civic Intelligence

The Upper Chamber Inc

990EZ • Fiscal year 2014 • EIN 39-1974643

Jan 01, 2014 to Dec 31, 2014 • Filed on Sep 14, 2015

PO Box 408Friendship, WI 53934

(608) 339-0260

Siviq Scores

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

Liabilities / Assets

81st percentile

0.17x

Higher debt load relative to assets than 81% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

67th percentile

0.02x

Higher debt load relative to revenue than 67% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

33rd percentile

-3.4%

Higher net margin than 33% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

22nd percentile

-12%

Faster asset growth than 22% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

53rd percentile

1.6%

Faster revenue growth than 53% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$6,906

Down $951 (-12%) from 2013

Net Assets

Down

$5,748

Down $1,850 (-24%) from 2013

Liabilities

Up

$1,158

Up $899 (+347%) from 2013

Revenue

Up

$54,367

Up $864 (+1.6%) from 2013

Expenses

Up

$56,217

Up $2,323 (+4.3%) from 2013

Net Income

Down

-$1,850

Down $1,459 (-373%) from 2013

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $82,154Liabilities 2010: $68,962Net Assets 2010: $13,1922010Assets 2011: $107,450Liabilities 2011: $96,405Net Assets 2011: $11,0452011Assets 2012: $25,249Liabilities 2012: $17,260Net Assets 2012: $7,9892012Assets 2013: $7,857Liabilities 2013: $259Net Assets 2013: $7,5982013Assets 2014: $6,906Liabilities 2014: $1,158Net Assets 2014: $5,7482014Assets 2015: $19,461Liabilities 2015: $0Net Assets 2015: $19,4612015Assets 2016: $28,717Liabilities 2016: $0Net Assets 2016: $28,7172016Assets 2017: $14,127Liabilities 2017: $0Net Assets 2017: $14,1272017Assets 2018: $6,320Liabilities 2018: $0Net Assets 2018: $6,3202018Assets 2019: $8,308Liabilities 2019: $75Net Assets 2019: $8,2332019Assets 2020: $12,410Liabilities 2020: $1,633Net Assets 2020: $10,7772020Assets 2021: $15,911Liabilities 2021: $4,326Net Assets 2021: $11,5852021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2014

Assets$6,906
Liabilities$1,158
Net Assets$5,748

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2010: $64,523Expenses 2010: $60,149Net Income 2010: $4,3742010Revenue 2011: $77,804Expenses 2011: $79,951Net Income 2011: -$2,1472011Revenue 2012: $64,675Expenses 2012: $67,731Net Income 2012: -$3,0562012Revenue 2013: $53,503Expenses 2013: $53,894Net Income 2013: -$3912013Revenue 2014: $54,367Expenses 2014: $56,217Net Income 2014: -$1,8502014Revenue 2015: $67,158Expenses 2015: $53,445Net Income 2015: $13,7132015Revenue 2016: $80,054Expenses 2016: $70,809Net Income 2016: $9,2452016Revenue 2017: $75,136Expenses 2017: $89,726Net Income 2017: -$14,5902017Revenue 2018: $84,333Expenses 2018: $92,140Net Income 2018: -$7,8072018Revenue 2019: $95,321Expenses 2019: $93,408Net Income 2019: $1,9132019Revenue 2020: $119,052Expenses 2020: $116,508Net Income 2020: $2,5442020Revenue 2021: $163,198Expenses 2021: $162,390Net Income 2021: $8082021Revenue 2022: $211,151Expenses 2022: $206,314Net Income 2022: $4,8372022Revenue 2023: $297,096Expenses 2023: $261,578Net Income 2023: $35,5182023

Highlighted filing

2014

Revenue$54,367
Expenses$56,217
Net Income-$1,850
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Sep 14, 2015
Return Version
2014v5.0
Gross Receipts
$54,367
Mission and Program Overview

Mission

SOCIAL WELFARE

Program Services

DescriptionGrantsExpenses
TO PROVIDE GUARDIANSHIP AND REPRESENTATIVE PAYEE SERVICE TO INDIVIDUALS IN NEED WHO CAN NOT OTHERWISE GER THE NEEDED SERVICES--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROL TOLLEYPresidentPT$0--
DIANE WAITEVice PresidentPT$0--
JULIE ROSEBERRYSecretary/TreasurerPT$0--
PATTY SCHAUMBURGDirector-$0--
RICK PEASEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Upper Chamber Inc
EIN
39-1974643
Phone
6083390260
Address
PO BOX 408, Friendship, WI 53934

Signing Officer

Name
Carol Tolley
Title
President
Phone
6083390260
Signed
2015-09-14

Preparer

Firm
H and R Block
Address
204 S MAIN ST, ADAMS, WI 53910
Preparer
Wendy Kipfer
Phone
6083393384
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 2 Guardianship Fees

54097

Part I, Line 8 Refunds

54097 270

Form 990- EZ Part 1, Line 14,

54097 270 .

Rent

54097 270 . 3757

Telephone

54097 270 . 3757 1519

Total of Line 14

54097 270 . 3757 1519 5094

Form 990-ez Part 1M Line 15

54097 270 . 3757 1519 5094 .

Postage

54097 270 . 3757 1519 5094 . 614

Form 990-ez Part 1 Line 16

54097 270 . 3757 1519 5094 . 614 .

Advertising

54097 270 . 3757 1519 5094 . 614 . 978

Client Exp

54097 270 . 3757 1519 5094 . 614 . 978 323

Computer Exp

54097 270 . 3757 1519 5094 . 614 . 978 323 63

Continuing Education

54097 270 . 3757 1519 5094 . 614 . 978 323 63 115

Due and Subscription

54097 270 . 3757 1519 5094 . 614 . 978 323 63 115 85

Insurance

54097 270 . 3757 1519 5094 . 614 . 978 323 63 115 85 2485

Licenses Permits and Fee

54097 270 . 3757 1519 5094 . 614 . 978 323 63 115 85 2485 85

Meals and Ent

54097 270 . 3757 1519 5094 . 614 . 978 323 63 115 85 2485 85 99

Mileage Reimb

54097 270 . 3757 1519 5094 . 614 . 978 323 63 115 85 2485 85 99 343

Motor Vehicle Exp

54097 270 . 3757 1519 5094 . 614 . 978 323 63 115 85 2485 85 99 343 1395

Suppllies

54097 270 . 3757 1519 5094 . 614 . 978 323 63 115 85 2485 85 99 343 1395 1568

Taxes State Unemplouement

54097 270 . 3757 1519 5094 . 614 . 978 323 63 115 85 2485 85 99 343 1395 1568 107

Total of Line 16 Part 1

54097 270 . 3757 1519 5094 . 614 . 978 323 63 115 85 2485 85 99 343 1395 1568 107 7646

Raw XML Appendix143 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/PersonNm0SHELLEY SLEEMAN
IRS990EZ/BooksInCareOfDetail/PhoneNum06083390260
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 408
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Friendship
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053934
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02913
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01962
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt0-1850
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IRS990EZ/Form990TotalAssetsGrp/BOYAmt07857
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06906
IRS990EZ/GrossReceiptsAmt054367
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07598
IRS990EZ/NetAssetsOrFundBalancesEOYAmt05748
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07598
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt05748
IRS990EZ/OccupancyRentUtltsAndMaintAmt05094
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt220.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CAROL TOLLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DIANE WAITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JULIE ROSEBERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PATTY SCHAUMBURG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RICK PEASE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04944
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04944
IRS990EZ/OtherExpensesTotalAmt07646
IRS990EZ/OtherRevenueTotalAmt0270
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PrimaryExemptPurposeTxt0SOCIAL WELFARE
IRS990EZ/PrintingPublicationsPostageAmt0614
IRS990EZ/ProgramServiceRevenueAmt054097
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE GUARDIANSHIP AND REPRESENTATIVE PAYEE SERVICE TO INDIVIDUALS IN NEED WHO CAN NOT OTHERWISE GER THE NEEDED SERVICES
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt040257
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0259
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01158
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt056217
IRS990EZ/TotalRevenueAmt054367
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt054097
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt154097 270
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt254097 270 .
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt354097 270 . 3757
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt454097 270 . 3757 1519
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt554097 270 . 3757 1519 5094
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt654097 270 . 3757 1519 5094 .
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt754097 270 . 3757 1519 5094 . 614
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt854097 270 . 3757 1519 5094 . 614 .
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt954097 270 . 3757 1519 5094 . 614 . 978
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1054097 270 . 3757 1519 5094 . 614 . 978 323
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1154097 270 . 3757 1519 5094 . 614 . 978 323 63
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1254097 270 . 3757 1519 5094 . 614 . 978 323 63 115
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1354097 270 . 3757 1519 5094 . 614 . 978 323 63 115 85
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1454097 270 . 3757 1519 5094 . 614 . 978 323 63 115 85 2485
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1554097 270 . 3757 1519 5094 . 614 . 978 323 63 115 85 2485 85
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1654097 270 . 3757 1519 5094 . 614 . 978 323 63 115 85 2485 85 99
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1754097 270 . 3757 1519 5094 . 614 . 978 323 63 115 85 2485 85 99 343
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1854097 270 . 3757 1519 5094 . 614 . 978 323 63 115 85 2485 85 99 343 1395
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1954097 270 . 3757 1519 5094 . 614 . 978 323 63 115 85 2485 85 99 343 1395 1568
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2054097 270 . 3757 1519 5094 . 614 . 978 323 63 115 85 2485 85 99 343 1395 1568 107
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2154097 270 . 3757 1519 5094 . 614 . 978 323 63 115 85 2485 85 99 343 1395 1568 107 7646
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 2 GUARDIANSHIP FEES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I, LINE 8 REFUNDS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990- EZ PART 1, LINE 14,
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3RENT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4TELEPHONE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5TOTAL OF LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ PART 1M LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7POSTAGE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990-EZ PART 1 LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9ADVERTISING
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10CLIENT EXP
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11COMPUTER EXP
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12CONTINUING EDUCATION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13DUE AND SUBSCRIPTION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14INSURANCE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15LICENSES PERMITS AND FEE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16MEALS AND ENT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17MILEAGE REIMB
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18MOTOR VEHICLE EXP
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19SUPPLLIES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20TAXES STATE UNEMPLOUEMENT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21TOTAL OF LINE 16 PART 1
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL TOLLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06083390260
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-09-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPPER CHAMBER INC
ReturnHeader/Filer/BusinessNameControlTxt0UPPE
ReturnHeader/Filer/EIN0391974643
ReturnHeader/Filer/PhoneNum06083390260
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 408
ReturnHeader/Filer/USAddress/CityNm0Friendship
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053934
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0H AND R BLOCK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0204 S MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ADAMS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053910
ReturnHeader/PreparerPersonGrp/PhoneNum06083393384
ReturnHeader/PreparerPersonGrp/PreparationDt02015-09-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Wendy Kipfer
ReturnHeader/ReturnTs02015-09-14T19:57:11Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$2.97$2.62$0.36
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$2.11$2.06$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.16$0.04$0.12$1.63$1.62$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.12$0.02$0.11$1.19$1.17$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.95$0.93$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.84$0.92$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.75$0.90$0.15
2016Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.80$0.71$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.67$0.53$0.14
2014Detailed filing. Detailed filing data is available for this year.$0.07$0.01$0.06$0.54$0.56$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.54$0.54$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.25$0.17$0.08$0.65$0.68$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.07$0.96$0.11$0.78$0.80$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$0.69$0.13$0.65$0.60$0.04