Civic Intelligence

Upward Smiles Inc.

990 • Fiscal year 2019 • EIN 45-2780221

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

Organization Profile
2820 Anchor DriveFarmington, MO 63640

(573) 327-8010

Siviq Scores

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

Liabilities / Assets

38th percentile

0.03x

Higher debt load relative to assets than 38% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

30th percentile

0.03x

Higher debt load relative to revenue than 30% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

18th percentile

-13%

Higher net margin than 18% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

89th percentile

$191,359

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 8.1% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

7th percentile

-18%

Faster asset growth than 7% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

57th percentile

6.8%

Faster revenue growth than 57% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$1,838,019

Down $404,309 (-18%) from 2018

Net Assets

Down

$1,779,092

Down $297,271 (-14%) from 2018

Liabilities

Down

$58,927

Down $107,038 (-64%) from 2018

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin18th percentile

Revenue

Up

$2,356,377

Up $150,578 (+6.8%) from 2018

Expenses

Up

$2,653,648

Up $840,124 (+46%) from 2018

Net Income

Down

-$297,271

Down $689,546 (-176%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$10M$5.0M$0Assets 2012: $116,291Liabilities 2012: $26,854Net Assets 2012: $89,4372012Assets 2013: $230,701Liabilities 2013: $21,238Net Assets 2013: $209,4632013Assets 2014: $933,180Liabilities 2014: $189,284Net Assets 2014: $743,8962014Assets 2015: $1,196,916Liabilities 2015: $171,502Net Assets 2015: $1,025,4142015Assets 2016: $1,294,017Liabilities 2016: $146,178Net Assets 2016: $1,147,8392016Assets 2017: $1,874,736Liabilities 2017: $190,648Net Assets 2017: $1,684,0882017Assets 2018: $2,242,328Liabilities 2018: $165,965Net Assets 2018: $2,076,3632018Assets 2019: $1,838,019Liabilities 2019: $58,927Net Assets 2019: $1,779,0922019Assets 2020: $1,915,982Liabilities 2020: $47,359Net Assets 2020: $1,868,6232020Assets 2021: $2,728,554Liabilities 2021: $50,085Net Assets 2021: $2,678,4692021Assets 2022: $2,918,701Liabilities 2022: $38,943Net Assets 2022: $2,879,7582022Assets 2023: $6,593,547Liabilities 2023: $65,892Net Assets 2023: $6,527,6552023Assets 2024: $9,679,889Liabilities 2024: $54,662Net Assets 2024: $9,625,2272024

Highlighted filing

2019

Assets$1,838,019
Liabilities$58,927
Net Assets$1,779,092
Open 2019 Filing

Operations Trend

Revenue Growth57th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2012: $412,9772012Revenue 2013: $841,187Expenses 2013: $721,161Net Income 2013: $120,0262013Revenue 2014: $1,658,027Expenses 2014: $1,123,594Net Income 2014: $534,4332014Revenue 2015: $1,998,317Expenses 2015: $1,716,799Net Income 2015: $281,5182015Revenue 2016: $2,004,857Expenses 2016: $1,882,432Net Income 2016: $122,4252016Revenue 2017: $2,350,301Expenses 2017: $1,814,052Net Income 2017: $536,2492017Revenue 2018: $2,205,799Expenses 2018: $1,813,524Net Income 2018: $392,2752018Revenue 2019: $2,356,377Expenses 2019: $2,653,648Net Income 2019: -$297,2712019Revenue 2020: $2,723,016Expenses 2020: $3,122,878Net Income 2020: -$399,8622020Revenue 2021: $3,487,224Expenses 2021: $2,935,286Net Income 2021: $551,9382021Revenue 2022: $4,157,316Expenses 2022: $3,818,760Net Income 2022: $338,5562022Revenue 2023: $7,271,733Expenses 2023: $3,623,836Net Income 2023: $3,647,8972023Revenue 2024: $7,295,986Expenses 2024: $4,198,414Net Income 2024: $3,097,5722024

Highlighted filing

2019

Revenue$2,356,377
Expenses$2,653,648
Net Income-$297,271
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.0
Gross Receipts
$2,356,377
Mission and Program Overview

Mission

The corporation was organized exclusively for charitable, educational, religious or scientific purposes, primarily to employ dentists and dental hygienists licensed in the state of mo to render dental services to medicaid receipients and low-income individuals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,077,167$898,536▼ $178,631
Land, Buildings, and Equipment, Net$747,701$684,756▼ $62,945
Cash and Non-Interest-Bearing Accounts$412,460$254,627▼ $157,833
Prepaid Expenses and Deferred Charges$5,000$100▼ $4,900
Total Assets$2,242,328$1,838,019▼ $404,309
Liabilities
Unsecured Notes Loans Payable$87,098--
Accounts Payable and Accrued Expenses$63,602$33,448▼ $30,154
Other Liabilities$15,265$25,479▲ $10,214
Total Liabilities$165,965$58,927▼ $107,038
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,076,363$1,779,092▼ $297,271
Total Net Assets Fund Balance$2,076,363$1,779,092▼ $297,271
Total Liabilities and Net Assets / Fund Balance$2,242,328$1,838,019▼ $404,309

Asset Categories

AssetBook ValueDepreciationBasis
Land$32,564-$32,564
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
William a TaylorDentistPT$191,327$32$191,327
Chyrelle BlountDentistFT$187,514-$187,514
Sherry L CauleyFounder & CeFT$152,000-$152,000
Sherry L CauleyFounder & CEO-$152,000-$152,000
Jeffrey R Cauley MbaCOO-$131,178-$131,178

Board Members and Trustees

NameTitle
Erik SchonhardtPast Board President
Amy Schomer MdBoard Member
Patrick Smith DcBoard Member
Kerry NobleBoard Presid
Diane WilliamsBoard Vice-p
Erik SchonhardtPast Board P
Lisa Goodwin RdhSecretary&tr
Revenue and Support

Revenue Composition

Contributions and Grants
$9,865
Program Service Revenue
$2,343,959
Investment Income
$2,553
Other Revenue
$0
All Other Contributions
$9,865
Change in Net Assets
$-297,271
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,426,311
Other Expenses$1,227,337
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,295,223--$1,295,223
Depreciation Depletion$121,518--$121,518
Fees for Services Other$113,440--$113,440
Payroll Taxes$112,719--$112,719
Occupancy$98,352--$98,352
Insurance$75,789--$75,789
Office Expenses$58,687--$58,687
Advertising$38,347--$38,347
Fees for Services Accounting$29,861--$29,861
Other Employee Benefits$18,369--$18,369
Travel$15,614--$15,614
All Other Expenses$12,127--$12,127
Other Expenses$5,461--$5,461
Conferences and Meetings$4,415--$4,415
Interest$2,473--$2,473
Total Functional Expenses$2,653,648$0$0$2,653,648
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll & Ira Liabilities$25,479
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The return is presented to the executive director and board prior to filing for review.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Upward Smiles Inc
EIN
45-2780221
Address
2820 ANCHOR DRIVE, FARMINGTON, MO 63640

Signing Officer

Name
Sherry L Cauley
Title
Founder & CEO
Phone
5733278010
Signed
2020-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sherry L Cauley
Formed
2011
Legal Domicile
Mo
Voting Board Members
5
Independent Board Members
0
Employees
38

Preparer

Firm
Taylor Tax & Consulting LLC
Address
23 S FRANKLIN ST, FARMINGTON, MO 63640-2503
Preparer
Virginia Taylor CPA
Phone
5737010112
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The corporation was organized exclusively for charitable, educational, religious or scientific purposes, primarily to employ dentists and dental hygienists licensed in the state of mo to render dental services to medicaid receipients and low-income individuals.”

Raw XML Appendix387 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/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt015512
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0146371
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0136324
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0403903
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0711975
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt06740729
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IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt09865
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0146371
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0136324
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0403903
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0711975
IRS990ScheduleA/TotalSupportAmt0711975
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IRS990ScheduleD/LandGrp/BookValueAmt032564
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt032564
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL & IRA LIABILITIES
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IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
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IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1187514
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0WILLIAM A TAYLOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1CHYRELLE BLOUNT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2SHERRY L CAULEY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3ERIK SCHONHARDT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0DENTIST
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1DENTIST
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2FOUNDER & CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3PAST BOARD PRESIDENT
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1187514
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt2152000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt032
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CORPORATION WAS ORGANIZED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, RELIGIOUS OR SCIENTIFIC PURPOSES, PRIMARILY TO EMPLOY DENTISTS AND DENTAL HYGIENISTS LICENSED IN THE STATE OF MO TO RENDER DENTAL SERVICES TO MEDICAID RECEIPIENTS AND LOW-INCOME INDIVIDUALS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE RETURN IS PRESENTED TO THE EXECUTIVE DIRECTOR AND BOARD PRIOR TO FILING FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/BOYAmt02242328
IRS990/TotalAssetsGrp/EOYAmt01838019
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IRS990/TotalContributionsAmt09865
IRS990/TotalEmployeeCnt038
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
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IRS990/TotalFunctionalExpensesGrp/TotalAmt02653648
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IRS990/TotalLiabilitiesEOYAmt058927
IRS990/TotalLiabilitiesGrp/BOYAmt0165965
IRS990/TotalLiabilitiesGrp/EOYAmt058927
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02076363
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01779092
IRS990/TotalOtherProgSrvcExpenseAmt051063
IRS990/TotalProgramServiceExpensesAmt02653648
IRS990/TotalProgramServiceRevenueAmt02343959
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02346512
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02356377
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IRS990/TravelGrp/ProgramServicesAmt015614
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt087098
IRS990/USAddress/AddressLine1Txt02820 ANCHOR DRIVE
IRS990/USAddress/CityNm0FARMINGTON
IRS990/USAddress/StateAbbreviationCd0MO
IRS990/USAddress/ZIPCd063640
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHERRY L CAULEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FOUNDER & CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum05733278010
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPWARD SMILES INC
ReturnHeader/Filer/BusinessNameControlTxt0UPWA
ReturnHeader/Filer/EIN0452780221
ReturnHeader/Filer/USAddress/AddressLine1Txt02820 ANCHOR DRIVE
ReturnHeader/Filer/USAddress/CityNm0FARMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063640
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0452580751
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TAYLOR TAX & CONSULTING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt023 S FRANKLIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FARMINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0636402503
ReturnHeader/PreparerPersonGrp/PhoneNum05737010112
ReturnHeader/PreparerPersonGrp/PreparationDt02021-01-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VIRGINIA TAYLOR CPA
ReturnHeader/ReturnTs02021-02-23T17:14:44-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,838,019
Liabilities
$58,927
Net assets
$1,779,092
Revenue
$2,356,377
Expenses
$2,653,648
Net income
-$297,271
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.68$0.05$9.63$7.30$4.20$3.10
2023Detailed filing. Detailed filing data is available for this year.$6.59$0.07$6.53$7.27$3.62$3.65
2022Detailed filing. Detailed filing data is available for this year.$2.92$0.04$2.88$4.16$3.82$0.34
2021Detailed filing. Detailed filing data is available for this year.$2.73$0.05$2.68$3.49$2.94$0.55
2020Detailed filing. Detailed filing data is available for this year.$1.92$0.05$1.87$2.72$3.12$0.40
2019Detailed filing. Detailed filing data is available for this year.$1.84$0.06$1.78$2.36$2.65$0.30
2018Detailed filing. Detailed filing data is available for this year.$2.24$0.17$2.08$2.21$1.81$0.39
2017Detailed filing. Detailed filing data is available for this year.$1.87$0.19$1.68$2.35$1.81$0.54
2016Detailed filing. Detailed filing data is available for this year.$1.29$0.15$1.15$2.00$1.88$0.12
2015Detailed filing. Detailed filing data is available for this year.$1.20$0.17$1.03$2.00$1.72$0.28
2014Detailed filing. Detailed filing data is available for this year.$0.93$0.19$0.74$1.66$1.12$0.53
2013Summary only. Only limited summary data is available for this year.$0.23$0.02$0.21$0.84$0.72$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.03$0.09$0.41