Civic Intelligence

The Upper Chamber Inc

990EZ • Fiscal year 2017 • EIN 39-1974643

Jan 01, 2017 to Dec 31, 2017 • Filed on May 17, 2018

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.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

57th percentile

0.00x

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

15th percentile

-19%

Higher net margin than 15% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

6th percentile

-51%

Faster asset growth than 6% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

37th percentile

-6.1%

Faster revenue growth than 37% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$14,127

Down $14,590 (-51%) from 2016

Net Assets

Down

$14,127

Down $14,590 (-51%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$75,136

Down $4,918 (-6.1%) from 2016

Expenses

Up

$89,726

Up $18,917 (+27%) from 2016

Net Income

Down

-$14,590

Down $23,835 (-258%) from 2016

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

2017

Assets$14,127
Liabilities$0
Net Assets$14,127

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

2017

Revenue$75,136
Expenses$89,726
Net Income-$14,590
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 17, 2018
Return Version
2017v2.2
Gross Receipts
$75,136
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

DescriptionGrantsExpenses
TO PROVIDE GUARDIANSHIP AND REPRESENTATIVE PAYEE SERVICES TO INDIVIDUALS IN NEED WHO CAN NOT OTHERWISE GET THE NEEDED SERVICES$0$89,726
Compensation and Service Providers

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 Buchanan
Title
President
Phone
6083390260
Signed
2018-05-17
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: 2,246. Description: insurance . Amount: 3,784. Description: office expense . Amount: 3,629. Description: travel . Amount: 1,456. Description: advertising . Amount: 175. Description: miscellaneous expense . Amount: 864. Description: client expense . Amount: 248. Description: dues and subscriptions . Amount: 1,281. Description: mileage reimbursement . Amount: 1,347. Description: ouside services . Amount: 234. Description: supplies . Amount: 1,409. Description: computer and internet . Amount: 1,540. Description: meeting expense . Amount: 33. Total to form 990-ez, line 16: 18,246.

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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LORI HENTHORN
IRS990EZ/BooksInCareOfDetail/PhoneNum06083390260
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 408
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FRIENDSHIP
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053934
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt023733
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09143
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-14590
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06471
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt028717
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014127
IRS990EZ/GrossReceiptsAmt075136
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt028717
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014127
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt028717
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014127
IRS990EZ/OccupancyRentUtltsAndMaintAmt08358
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt320.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt420.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
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/OtherExpensesTotalAmt018246
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0SOCIAL WELFARE
IRS990EZ/PrintingPublicationsPostageAmt01150
IRS990EZ/ProgramServiceRevenueAmt075136
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE GUARDIANSHIP AND REPRESENTATIVE PAYEE SERVICES TO INDIVIDUALS IN NEED WHO CAN NOT OTHERWISE GET THE NEEDED SERVICES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt089726
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt055501
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt089726
IRS990EZ/TotalProgramServiceExpensesAmt089726
IRS990EZ/TotalRevenueAmt075136
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: PAYROLL TAXES . AMOUNT: 2,246. DESCRIPTION: INSURANCE . AMOUNT: 3,784. DESCRIPTION: OFFICE EXPENSE . AMOUNT: 3,629. DESCRIPTION: TRAVEL . AMOUNT: 1,456. DESCRIPTION: ADVERTISING . AMOUNT: 175. DESCRIPTION: MISCELLANEOUS EXPENSE . AMOUNT: 864. DESCRIPTION: CLIENT EXPENSE . AMOUNT: 248. DESCRIPTION: DUES AND SUBSCRIPTIONS . AMOUNT: 1,281. DESCRIPTION: MILEAGE REIMBURSEMENT . AMOUNT: 1,347. DESCRIPTION: OUSIDE SERVICES . AMOUNT: 234. DESCRIPTION: SUPPLIES . AMOUNT: 1,409. DESCRIPTION: COMPUTER AND INTERNET . AMOUNT: 1,540. DESCRIPTION: MEETING EXPENSE . AMOUNT: 33. TOTAL TO FORM 990-EZ, LINE 16: 18,246.
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL BUCHANAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06083390260
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-17
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/AtSubmissionCreationDeviceId0441F3D43E5C06FBE80065CA1EB293150CFEFBEDD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03E5A1CD5E65DC53E6E52EE024BAAA93DEC5E50F8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.245.183.60
ReturnHeader/FilingSecurityInformation/IPDt02018-05-17
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:40:59
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/PreparationDt02018-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MORGAN KLEMM CPA
ReturnHeader/ReturnTs02018-06-04T13:02:47-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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