Civic Intelligence

The Upper Chamber Inc

990EZ • Fiscal year 2015 • EIN 39-1974643

Jan 01, 2015 to Dec 31, 2015 • Filed on Sep 12, 2016

Organization ProfileN/A
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

57th percentile

0.00x

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

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

57th percentile

0.00x

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

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Net Margin

80th percentile

20%

Higher net margin than 80% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Asset Growth

98th percentile

182%

Faster asset growth than 98% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

82nd percentile

24%

Faster revenue growth than 82% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$19,461

Up $12,555 (+182%) from 2014

Net Assets

Up

$19,461

Up $13,713 (+239%) from 2014

Liabilities

Down

$0

Down $1,158 (-100%) from 2014

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin80th percentile

Revenue

Up

$67,158

Up $12,791 (+24%) from 2014

Expenses

Down

$53,445

Down $2,772 (-4.9%) from 2014

Net Income

Up

$13,713

Up $15,563 (+841%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

2015

Assets$19,461
Liabilities$0
Net Assets$19,461
Open 2015 Filing

Operations Trend

Revenue Growth82nd percentile

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

2015

Revenue$67,158
Expenses$53,445
Net Income$13,713
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Sep 12, 2016
Return Version
2015v2.1
Gross Receipts
$67,158
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
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROL TOLLEYPresident-$0--
DIANE WAITEVice President-$0--
JULIE ROSEBERRYSecretary/Treasurer-$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
2016-09-12

Preparer

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

Additional Explanations

Part 1 Line 2 Guardianship Fees

“67033”

Part 1 Line 8

“125”

Part 1 Line 12

“38518”

Part 1 Line 14

“5689”

Part 1 Line 15

“917”

Part 1 Line 16

“EXPENSES :”

Advertising

“220”

Client Exp

“232”

Dues

“10”

Office Equ

“550”

Insurance

“1181”

Lic , Permeits and Fee

“82”

Meals

“33”

Mileage Reimbursement

“437”

Motor Vehicle Exp

“1480”

Repairs & Maint

“926”

Supplies

“2789”

Taxes State Unemployment

“221”

Taxes Other

“149”

Raw XML Appendix151 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/ActivitiesNotPreviouslyRptInd0false
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/BOYAmt01962
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014032
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt013713
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt06906
IRS990EZ/Form990TotalAssetsGrp/EOYAmt019461
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt067158
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt05748
IRS990EZ/NetAssetsOrFundBalancesEOYAmt019461
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt05748
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt019461
IRS990EZ/OccupancyRentUtltsAndMaintAmt05689
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
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/EOYAmt05429
IRS990EZ/OtherExpensesTotalAmt08321
IRS990EZ/OtherRevenueTotalAmt0125
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SOCIAL WELFARE
IRS990EZ/PrintingPublicationsPostageAmt0917
IRS990EZ/ProgramServiceRevenueAmt067033
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE GUARDIANSHIP AND REPRESENTATIVE PAYEE SERVICE TO INDIVIDUALS IN NEED WHO CAN NOT OTHERWISE GER THE NEEDED SERVICES
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt038518
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01158
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt053445
IRS990EZ/TotalRevenueAmt067158
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/LicensedInd0false
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt067033
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1125
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt238518
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt35689
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4917
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EXPENSES :
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6220
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt810
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt101181
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1182
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1233
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13437
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt141480
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15926
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt162789
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17221
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18149
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1 LINE 2 GUARDIANSHIP FEES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART 1 LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART 1 LINE 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART 1 LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART 1 LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART 1 LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6ADVERTISING
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7CLIENT EXP
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8DUES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9OFFICE EQU
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10INSURANCE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11LIC , PERMEITS AND FEE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12MEALS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13MILEAGE REIMBURSEMENT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14MOTOR VEHICLE EXP
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15REPAIRS & MAINT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16SUPPLIES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17TAXES STATE UNEMPLOYMENT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18TAXES OTHER
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL TOLLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06083390260
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-12
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/PreparationDt02016-09-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Wendy Kipfer
ReturnHeader/ReturnTs02016-09-12T15:47:54Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,461
Liabilities
$0
Net assets
$19,461
Revenue
$67,158
Expenses
$53,445
Net income
$13,713
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