Civic Intelligence

Round-Up Foundation

990 • Fiscal year 2019 • EIN 41-2034082

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 13, 2020

216 N Frontier StWickenburg, AZ 85390

(928) 684-5479

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

4th percentile

-130%

Higher net margin than 4% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

21st percentile

-19%

Faster asset growth than 21% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

4th percentile

-77%

Faster revenue growth than 4% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$188,566

Down $43,583 (-19%) from 2018

Net Assets

Down

$188,566

Down $43,583 (-19%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$33,465

Down $109,215 (-77%) from 2018

Expenses

Down

$77,047

Down $213,214 (-73%) from 2018

Net Income

Up

-$43,582

Up $103,999 (+70%) from 2018

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $426,083Liabilities 2011: $0Net Assets 2011: $426,0832011Assets 2012: $426,330Net Assets 2012: $426,3302012Assets 2013: $432,346Liabilities 2013: $0Net Assets 2013: $432,3462013Assets 2014: $422,206Liabilities 2014: $0Net Assets 2014: $422,2062014Assets 2015: $447,349Liabilities 2015: $0Net Assets 2015: $447,3492015Assets 2016: $449,200Liabilities 2016: $0Net Assets 2016: $449,2002016Assets 2017: $379,730Liabilities 2017: $0Net Assets 2017: $379,7302017Assets 2018: $232,149Liabilities 2018: $0Net Assets 2018: $232,1492018Assets 2019: $188,566Liabilities 2019: $0Net Assets 2019: $188,5662019Assets 2020: $254,046Liabilities 2020: $0Net Assets 2020: $254,0462020Assets 2021: $158,284Liabilities 2021: $1Net Assets 2021: $158,2832021Assets 2022: $175,532Liabilities 2022: $0Net Assets 2022: $175,5322022Assets 2023: $338,108Liabilities 2023: $0Net Assets 2023: $338,1082023Assets 2024: $238,453Net Assets 2024: $238,4532024

Highlighted filing

2019

Assets$188,566
Liabilities$0
Net Assets$188,566

Operations Trend

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

$400K$200K$0-$200KExpenses 2011: $23,2502011Revenue 2012: $35,932Expenses 2012: $35,685Net Income 2012: $2472012Revenue 2013: $17,667Expenses 2013: $11,651Net Income 2013: $6,0162013Revenue 2014: $18,471Expenses 2014: $28,611Net Income 2014: -$10,1402014Revenue 2015: $39,684Expenses 2015: $14,541Net Income 2015: $25,1432015Revenue 2016: $29,513Expenses 2016: $27,662Net Income 2016: $1,8512016Revenue 2017: $150,573Expenses 2017: $220,043Net Income 2017: -$69,4702017Revenue 2018: $142,680Expenses 2018: $290,261Net Income 2018: -$147,5812018Revenue 2019: $33,465Expenses 2019: $77,047Net Income 2019: -$43,5822019Revenue 2020: $152,078Expenses 2020: $86,598Net Income 2020: $65,4802020Revenue 2021: $200,131Expenses 2021: $296,437Net Income 2021: -$96,3062021Revenue 2022: $17,249Expenses 2022: $0Net Income 2022: $17,2492022Revenue 2023: $153,707Expenses 2023: $50Net Income 2023: $153,6572023Revenue 2024: $6,9242024

Highlighted filing

2019

Revenue$33,465
Expenses$77,047
Net Income-$43,582
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 13, 2020
Return Version
2019v5.0
Gross Receipts
$96,534
Mission and Program Overview

Mission

To support the charitable, educational and economic vitality of the wickenburg area business community, to provide community-wide support and education, and to promote and support activities of the business community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$232,149$188,566▼ $43,583
Investments in Publicly Traded Securities$229,969$180,395▼ $49,574
Savings and Temporary Cash Investments$2,180$8,171▲ $5,991
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$232,149$188,566▼ $43,583
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$232,149$188,566▼ $43,583
Total Liabilities and Net Assets / Fund Balance$232,149$188,566▼ $43,583
Compensation and Service Providers

Board Members and Trustees

NameTitle
Cindy LoganChairman
Ben RootVice President
BRENT McKEEVERDirector
Jason RoveyDirector
Tom HuntDirector
Mark HancockSecretary
Brenda HershkowitzTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$17,700
Program Service Revenue
$0
Investment Income
$15,765
Other Revenue
$0
All Other Contributions
$17,700
Change in Net Assets
$-43,582
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$77,047
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$300-$300
Other Expenses$3,000$3-$3
Total Functional Expenses$76,744$303$0$77,047
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

Form 990 reviewed and approved before filing during a regularly scheduled meeting of the board of directors.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

The organization will make available, upon written request, governing documents, policies and financial statements.

Filing and Contact Details

Filer

Filer Name
Round-up Foundation
EIN
41-2034082
Phone
9286845479
Address
216 N FRONTIER ST, WICKENBURG, AZ 85390

Signing Officer

Name
Cindy Logan
Title
Chairman
Signed
2020-10-13
Discuss with paid preparer
Yes

Organization Details

Formed
2002
Legal Domicile
Az
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Badowski & White CPAs LLC
Address
510 W Savage Street, Wickenburg, AZ 85390
Preparer
Dean S White CPA
Phone
9286845532
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

ROUNDING = -$1

Raw XML Appendix392 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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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt010814
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt011895
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt010702
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt047558
IRS990ScheduleA/InvestmentIncomeCYPct00.12010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt039494
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt023159
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt07119
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt07932
IRS990ScheduleA/OtherIncome509Grp/TotalAmt088793
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleA/PublicSupportCY509Pct00.65560
IRS990ScheduleA/PublicSupportTotal509Amt0259543
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IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt017700
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt093693
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0116600
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt010500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt021050
IRS990ScheduleA/Total509Grp/TotalAmt0259543
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt033442
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0142681
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0150573
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt029514
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt039684
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0395894
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 REVIEWED AND APPROVED BEFORE FILING DURING A REGULARLY SCHEDULED MEETING OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION WILL MAKE AVAILABLE, UPON WRITTEN REQUEST, GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ROUNDING = -$1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Changes In Net Assets Or Fund Balances - Other Decreases
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0232149
IRS990/TotalAssetsEOYAmt0188566
IRS990/TotalAssetsGrp/BOYAmt0232149
IRS990/TotalAssetsGrp/EOYAmt0188566
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt017700
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0303
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt076744
IRS990/TotalFunctionalExpensesGrp/TotalAmt077047
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0232149
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0188566
IRS990/TotalProgramServiceExpensesAmt076744
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt07586
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt08179
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt033465
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0232149
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0188566
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0216 N FRONTIER ST
IRS990/USAddress/CityNm0WICKENBURG
IRS990/USAddress/StateAbbreviationCd0AZ
IRS990/USAddress/ZIPCd085390
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CINDY LOGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROUND-UP FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROUN
ReturnHeader/Filer/EIN0412034082
ReturnHeader/Filer/PhoneNum09286845479
ReturnHeader/Filer/USAddress/AddressLine1Txt0216 N FRONTIER ST
ReturnHeader/Filer/USAddress/CityNm0WICKENBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085390
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201766365
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Badowski & White CPAs LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0510 W Savage Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Wickenburg
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085390
ReturnHeader/PreparerPersonGrp/PhoneNum09286845532
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEAN S WHITE CPA
ReturnHeader/ReturnTs02020-10-13T12:05:08-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.38$2.38$0.07
2023Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$1.54$0.00$1.54
2022Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.17$0.00$0.17
2021Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$2.00$2.96$0.96
2020Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$1.52$0.87$0.65
2019Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.33$0.77$0.44
2018Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$1.43$2.90$1.48
2017Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$1.51$2.20$0.69
2016Detailed filing. Detailed filing data is available for this year.$4.49$0.00$4.49$0.30$0.28$0.02
2015Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.40$0.15$0.25
2014Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.18$0.29$0.10
2013Detailed filing. Detailed filing data is available for this year.$4.32$0.00$4.32$0.18$0.12$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.26$4.26$0.36$0.36$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.26$0.00$4.26$0.23