Civic Intelligence

Upland & Marsh

990PF • Fiscal year 2016 • EIN 41-1956790

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 13, 2017

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

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

27th percentile

-9.2%

Higher net margin than 27% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

18th percentile

-22%

Faster asset growth than 18% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

100th percentile

5576%

Faster revenue growth than 100% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$8,230

Down $2,322 (-22%) from 2015

Net Assets

Down

$8,230

Down $2,322 (-22%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin27th percentile

Revenue

Up

$25,202

Up $24,758 (+5576%) from 2015

Expenses

Up

$27,524

Up $23,829 (+645%) from 2015

Net Income

Up

-$2,322

Up $929 (+29%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth18th 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: $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

2016

Assets$8,230
Liabilities$0
Net Assets$8,230
Open 2016 Filing

Operations Trend

Revenue Growth100th percentile

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

2016

Revenue$25,202
Expenses$27,524
Net Income-$2,322
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 13, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

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

Filer

Filer Name
Upland & Marsh
EIN
41-1956790
Phone
6514267188
Address
63 TAMARACK ST, MAHTOMEDI, MN 55115

Signing Officer

Name
Bruce Sanborn
Title
President
Phone
6514267188
Signed
2017-11-13

Preparer

Firm
Tax Strategies LLC
Address
3101 Old Hwy 8 Suite 202, Roseville, MN 55113
Preparer
Michael Emmert
Phone
6516311675
Raw XML Appendix323 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/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0731
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0731
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt032006
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt011636
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt019465
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt029728
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt029728
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt086736
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt023629
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt032006
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt011636
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt019465
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt024360
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt023629
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0116464
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt092835
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0BRUCE SANBORN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt063 TAMARACK ST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SAINT PAUL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd055115
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt024998
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum21
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum31
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum41
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum51
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt03966
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt13186
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt21701
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt39133
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt42095
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt54917
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc084 SHARES REYNOLDS AMERICAN
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc138 SHARES BURLINGTON STORES
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc229 SHARES MANHATTAN ASSOC
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc312 SHARES AMAZON
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc426 SHARES CHARLES RIVER LABS
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc510 SHARES CHINA BIOLOGIC 48 SHARES EURONET
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02016-09-14
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12016-09-14
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22016-09-14
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt32016-09-14
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt42016-09-14
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt52016-09-14
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MN FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0175
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
TaxesSchedule/TaxesDetail/Amt022
TaxesSchedule/TaxesDetail/Amt113
TaxesSchedule/TaxesDetail/CategoryTxt02014 EXCISE
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt013
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BRUCE SANBORN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06514267188
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPLAND & MARSH
ReturnHeader/Filer/BusinessNameControlTxt0UPLA
ReturnHeader/Filer/EIN0411956790
ReturnHeader/Filer/PhoneNum06514267188
ReturnHeader/Filer/USAddress/AddressLine1Txt063 TAMARACK ST
ReturnHeader/Filer/USAddress/CityNm0MAHTOMEDI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055115
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06C50E34278B10042E14E5A8030F047AB98DB65E2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06C50E34278B10042E14E5A8030F047AB98DB65E2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0174.20.140.195
ReturnHeader/FilingSecurityInformation/IPDt02017-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm018:15:59
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tax Strategies LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03101 Old Hwy 8 Suite 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Roseville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055113
ReturnHeader/PreparerPersonGrp/PhoneNum06516311675
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL EMMERT
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-13T18:16:11-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$8,230
Liabilities
$0
Net assets
$8,230
Revenue
$25,202
Expenses
$27,524
Net income
-$2,322
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
2016Detailed filing. Detailed filing data is available for this year.$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