Civic Intelligence

The Upper Chamber Inc

990EZ • Fiscal year 2016 • EIN 39-1974643

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 11, 2017

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.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

57th percentile

0.00x

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

68th percentile

12%

Higher net margin than 68% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

90th percentile

48%

Faster asset growth than 90% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

79th percentile

19%

Faster revenue growth than 79% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$28,717

Up $9,256 (+48%) from 2015

Net Assets

Up

$28,717

Up $9,256 (+48%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin68th percentile

Revenue

Up

$80,054

Up $12,896 (+19%) from 2015

Expenses

Up

$70,809

Up $17,364 (+32%) from 2015

Net Income

Down

$9,245

Down $4,468 (-33%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth90th 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

2016

Assets$28,717
Liabilities$0
Net Assets$28,717
Open 2016 Filing

Operations Trend

Revenue Growth79th 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

2016

Revenue$80,054
Expenses$70,809
Net Income$9,245
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 11, 2017
Return Version
2016v3.0
Gross Receipts
$80,054
Mission and Program Overview

Mission

SOCIAL WELFARE

Program Services

DescriptionGrantsExpenses
TO PROVIDE GUARDIANSHIP AND REPRESENTATIVE PAYEE SERVICES TO INDIVIDUALS IN NEED WHO CAN NOT OTHERWISE GET THE NEEDED SERVICES$0$70,809
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARILYN ROGERSDirector-$0--
CAROL BUCHANANPresidentPT$0--
FLORA JOHNSONVice PresidentPT$0--
KAREN HOVERSecretaryPT$0--
LORI HENTHORNTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
The 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
2017-09-11
Discuss with paid preparer
Yes

Preparer

Firm
Mbe Cpas Llp
Address
803 N UNION STREET, MAUSTON, WI 53948
Preparer
Morgan Klemm CPA
Phone
6088471040
Supplemental Narrative

Additional Explanations

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

“Description: payroll taxes . Amount: 993. Description: insurance . Amount: 2,685. Description: office expense . Amount: 1,856. Description: travel . Amount: 1,601. Description: advertising . Amount: 200. Description: miscellaneous expense . Amount: 210. Description: client expense . Amount: 448. Description: dues and subscriptions . Amount: 110. Description: mileage reimbursement . Amount: 393. Description: ouside services . Amount: 130. Description: supplies . Amount: 2,942. Description: penalties and interest . Amount: 665. Total to form 990-ez, line 16: 12,233.”

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

“Description: other depreciable assets. Beg. Of year amount: 4,984. End of year amount: 4,984.”

Raw XML Appendix133 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/USAddress/CityNm0FRIENDSHIP
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053934
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014488
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023733
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
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IRS990EZ/ExcessOrDeficitForYearAmt09245
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/GrossReceiptsAmt080054
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt028717
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt019472
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt028717
IRS990EZ/OccupancyRentUtltsAndMaintAmt09750
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt320.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt420.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARILYN ROGERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CAROL BUCHANAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2FLORA JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KAREN HOVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LORI HENTHORN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04984
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04984
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt012233
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0SOCIAL WELFARE
IRS990EZ/PrintingPublicationsPostageAmt01024
IRS990EZ/ProgramServiceRevenueAmt080054
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE GUARDIANSHIP AND REPRESENTATIVE PAYEE SERVICES TO INDIVIDUALS IN NEED WHO CAN NOT OTHERWISE GET THE NEEDED SERVICES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt070809
IRS990EZ/TotalRevenueAmt080054
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: PAYROLL TAXES . AMOUNT: 993. DESCRIPTION: INSURANCE . AMOUNT: 2,685. DESCRIPTION: OFFICE EXPENSE . AMOUNT: 1,856. DESCRIPTION: TRAVEL . AMOUNT: 1,601. DESCRIPTION: ADVERTISING . AMOUNT: 200. DESCRIPTION: MISCELLANEOUS EXPENSE . AMOUNT: 210. DESCRIPTION: CLIENT EXPENSE . AMOUNT: 448. DESCRIPTION: DUES AND SUBSCRIPTIONS . AMOUNT: 110. DESCRIPTION: MILEAGE REIMBURSEMENT . AMOUNT: 393. DESCRIPTION: OUSIDE SERVICES . AMOUNT: 130. DESCRIPTION: SUPPLIES . AMOUNT: 2,942. DESCRIPTION: PENALTIES AND INTEREST . AMOUNT: 665. TOTAL TO FORM 990-EZ, LINE 16: 12,233.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 4,984. END OF YEAR AMOUNT: 4,984.
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL TOLLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06083390260
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE UPPER 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/FilingSecurityInformation/AtSubmissionCreationDeviceId07B8B01ED926B8E9266AD47303FC6E70EDA8BFAAB
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.245.183.60
ReturnHeader/FilingSecurityInformation/IPDt02017-09-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:53:53
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200794302
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MBE CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0803 N UNION STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MAUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053948
ReturnHeader/PreparerPersonGrp/PhoneNum06088471040
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MORGAN KLEMM CPA
ReturnHeader/ReturnTs02017-09-19T17:16:43-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,717
Liabilities
$0
Net assets
$28,717
Revenue
$80,054
Expenses
$70,809
Net income
$9,245
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