Civic Intelligence

Upland & Marsh

990PF • Fiscal year 2013 • EIN 41-1956790

Jan 01, 2013 to Dec 31, 2013 • Filed on May 13, 2014

Organization Profile
63 Tamarack StMahtomedi, MN 55115

(651) 426-7188

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

3rd percentile

-401%

Higher net margin than 3% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

4th percentile

-71%

Faster asset growth than 4% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$5,750

Down $13,900 (-71%) from 2012

Net Assets

Down

$5,750

Down $13,900 (-71%) from 2012

Liabilities

Up

$1

Up $1 from 2012

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin3rd percentile

Revenue

$3,468

No earlier filing loaded for comparison.

Expenses

Down

$17,368

Down $3,457 (-17%) from 2012

Net Income

-$13,900

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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: $1Net 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

2013

Assets$5,750
Liabilities$1
Net Assets$5,750
Open 2013 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

2013

Revenue$3,468
Expenses$17,368
Net Income-$13,900
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 13, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRUCE SANBORNPresidentPT$0--
DOROTHEA SANBORNVice Pres.-$0--
THEODORE SANBORNTreasurer-$0--
NICHOLAS SANBORNSecretary-$0--
Filing and Contact Details

Filer

EIN
41-1956790
Phone
6514267188

Signing Officer

Name
Bruce Sanborn
Title
President
Phone
6514267188
Signed
2014-05-13

Preparer

Preparer
Michael Emmert
Phone
6516311675
Raw XML Appendix305 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BRUCE SANBORN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRES.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11HOPE ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine12THE CLAREMONT INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine13YOUTHCARE MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine14ST JOHN'S COLLEGE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine112300 CHICAGO AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine12937 W FOOTHILL BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine132701 UNIVERSITY AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine141160 CAMINO CRUZ BLANCA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1MPLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2CLAREMONT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City3MPLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City4SANTA FE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State3MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State4NM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode049424
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode155405
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode291711
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode355414
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode487505
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt013169
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01533
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01533
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt019465
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt029728
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt032682
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0119487
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0119487
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt093511
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt011636
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt019465
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt029728
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt032682
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013169
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt011636
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0212998
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0201362
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MN FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt095
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt21067
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt095
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21067
TaxesSchedule/TaxesDetail/Amt0413
TaxesSchedule/TaxesDetail/CategoryTxt02012 excise
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BRUCE SANBORN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06514267188
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10UPLAND & MARSH
ReturnHeader/Filer/BusinessNameControlTxt0UPLA
ReturnHeader/Filer/EIN0411956790
ReturnHeader/Filer/PhoneNum06514267188
ReturnHeader/Filer/USAddress/AddressLine1063 TAMARACK ST
ReturnHeader/Filer/USAddress/City0MAHTOMEDI
ReturnHeader/Filer/USAddress/State0MN
ReturnHeader/Filer/USAddress/ZIPCode055115
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Tax Strategies LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103101 Old Hwy 8 Suite 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Roseville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode055113
ReturnHeader/PreparerPersonGrp/PhoneNum06516311675
ReturnHeader/PreparerPersonGrp/PreparationDt02014-06-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL EMMERT
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-06-26T11:21:19-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,750
Liabilities
$1
Net assets
$5,750
Revenue
$3,468
Expenses
$17,368
Net income
-$13,900
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