Civic Intelligence

Upland & Marsh

990PF • Fiscal year 2011 • EIN 41-1956790

Jan 01, 2011 to Dec 31, 2011 • Filed on Jul 23, 2012

Organization Profile
63 Tamarack St55115
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

$19,329

No earlier filing loaded for comparison.

Net Assets

$19,329

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$35,762

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$20K$15K$10K$5.0K$0Assets 2011: $19,329Liabilities 2011: $0Net Assets 2011: $19,3292011Assets 2012: $19,650Liabilities 2012: $0Net Assets 2012: $19,6502012Assets 2013: $5,750Liabilities 2013: $0Net Assets 2013: $5,7502013Assets 2014: $13,803Liabilities 2014: $0Net Assets 2014: $13,8032014Assets 2015: $10,552Liabilities 2015: $0Net Assets 2015: $10,5522015Assets 2016: $8,230Liabilities 2016: $0Net Assets 2016: $8,2302016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2011

Assets$19,329
Liabilities$0
Net Assets$19,329
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$20K$0-$20KExpenses 2011: $35,7622011Expenses 2012: $20,8252012Revenue 2013: $3,468Expenses 2013: $17,368Net Income 2013: -$13,9002013Revenue 2014: $17,133Expenses 2014: $36,889Net Income 2014: -$19,7562014Revenue 2015: $444Expenses 2015: $3,695Net Income 2015: -$3,2512015Revenue 2016: $25,202Expenses 2016: $27,524Net Income 2016: -$2,3222016Revenue 2017: $5,979Expenses 2017: $14,209Net Income 2017: -$8,2302017

Highlighted filing

2011

Revenue-
Expenses$35,762
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Jul 23, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRUCE SANBORNPresidentPT$0--
DOROTHEA SANBORNVice Pres.-$0--
THEODORE SANBORNTreasurer-$0--
NICHOLAS SANBORNSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantST JOHNS COLLEGEGENERALN/ASANTE FE, NM, US$25,000
Paid GrantHOPE ACADEMYGENERALN/AMPLS, MN, US$5,800
Paid GrantSEARCH MINISTRIESGENERALN/AMPLS, MN, US$300
Paid GrantHILLSDALE COLLEGEGENERALN/AHILLSDALE, MI, US$0
Paid GrantTHE CLAREMONT INSTITUTEGENERALN/ACLAREMONT, CA, US$0
Filing and Contact Details

Filer

EIN
41-1956790
Raw XML Appendix372 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.

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IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SupplementaryInformation/ContributingManager0BRUCE SANBORN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount00
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount15800
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount20
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount325000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount4300
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10HILLSDALE COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11HOPE ACADEMY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12THE CLAREMONT INSTITUTE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13ST JOHNS COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14SEARCH MINISTRIES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1033 E COLLEGE ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine112300 CHICAGO AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12937 W FOOTHILL BLVD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine131160 CAMINO CRUZ BLANCA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine147400 METRO BLVD STE 210
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0HILLSDALE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1MPLS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2CLAREMONT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3SANTE FE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4MPLS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1MN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3NM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4MN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode049424
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode155405
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode291711
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode387505
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode455419
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear031100
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear01372
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted01372
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1032682
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear30119487
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear40117647
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear50137484
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear50137484
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0299544
IRS990PF/UndistributedIncome/ExcessFromCurrentYear029728
IRS990PF/UndistributedIncome/ExcessFromYear1032682
IRS990PF/UndistributedIncome/ExcessFromYear30119487
IRS990PF/UndistributedIncome/ExcessFromYear40117647
IRS990PF/UndistributedIncome/QualifyingDistributions031100
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus029728
IRS990PF/UndistributedIncome/TotalCorpus0437028
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0407300
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherDecreasesSchedule/OtherDecreases/Amount01445
OtherDecreasesSchedule/OtherDecreases/Description0STOCK LOSSES
OtherExpensesSchedule/OtherExpenses/Description0BANK FEES
OtherExpensesSchedule/OtherExpenses/Description1MN FILING FEE
OtherExpensesSchedule/OtherExpenses/Description2SUPPLIES
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0289
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0289
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks125
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks2472
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0411956790
ReturnHeader/Filer/Name/BusinessNameLine10UPLAND & MARSH
ReturnHeader/Filer/NameControl0UPLA
ReturnHeader/Filer/Phone06514261332
ReturnHeader/Filer/USAddress/AddressLine1063 TAMARACK ST
ReturnHeader/Filer/USAddress/City0MAHTOMEDI
ReturnHeader/Filer/USAddress/State0MN
ReturnHeader/Filer/USAddress/ZIPCode055115
ReturnHeader/Officer/DateSigned02012-07-23
ReturnHeader/Officer/Name0BRUCE SANBORN
ReturnHeader/Officer/Phone06514261332
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02012-07-23
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10TAX STRATEGIES LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine103101 OLD HWY 8 SUITE 108
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0ROSEVILLE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode055113
ReturnHeader/Preparer/Name0MICHAEL EMMERT
ReturnHeader/Preparer/Phone06516311675
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-07-23T13:04:02-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,329
Liabilities
$0
Net assets
$19,329
Revenue
-
Expenses
$35,762
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$5.98$14.2$8.23
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.23$0.00$8.23$25.2$27.5$2.32
2015Detailed filing. Detailed filing data is available for this year.$10.6$0.00$10.6$0.44$3.70$3.25
2014Detailed filing. Detailed filing data is available for this year.$13.8$0.00$13.8$17.1$36.9$19.8
2013Detailed filing. Detailed filing data is available for this year.$5.75$0.00$5.75$3.47$17.4$13.9
2012Detailed filing. Detailed filing data is available for this year.$19.7$0.00$19.7$20.8
2011Detailed filing. Detailed filing data is available for this year.$19.3$0.00$19.3$35.8