Civic Intelligence

Upward Smiles Inc.

990 • Fiscal year 2020 • EIN 45-2780221

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

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

33rd percentile

0.02x

Higher debt load relative to assets than 33% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

24th percentile

0.02x

Higher debt load relative to revenue than 24% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

19th percentile

-15%

Higher net margin than 19% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

91st percentile

$222,342

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 8.2% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

46th percentile

4.2%

Faster asset growth than 46% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

71st percentile

16%

Faster revenue growth than 71% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$1,915,982

Up $77,963 (+4.2%) from 2019

Net Assets

Up

$1,868,623

Up $89,531 (+5.0%) from 2019

Liabilities

Down

$47,359

Down $11,568 (-20%) from 2019

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin19th percentile

Revenue

Up

$2,723,016

Up $366,639 (+16%) from 2019

Expenses

Up

$3,122,878

Up $469,230 (+18%) from 2019

Net Income

Down

-$399,862

Down $102,591 (-35%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth46th 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

2020

Assets$1,915,982
Liabilities$47,359
Net Assets$1,868,623
Open 2020 Filing

Operations Trend

Revenue Growth71st 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

2020

Revenue$2,723,016
Expenses$3,122,878
Net Income-$399,862
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.0
Gross Receipts
$2,723,016
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$898,536$895,554▼ $2,982
Land, Buildings, and Equipment, Net$684,756$753,358▲ $68,602
Cash and Non-Interest-Bearing Accounts$254,627$262,070▲ $7,443
Prepaid Expenses and Deferred Charges$100$5,000▲ $4,900
Total Assets$1,838,019$1,915,982▲ $77,963
Liabilities
Accounts Payable and Accrued Expenses$33,448$37,606▲ $4,158
Other Liabilities$25,479$9,753▼ $15,726
Total Liabilities$58,927$47,359▼ $11,568
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,779,092$1,868,623▲ $89,531
Total Net Assets Fund Balance$1,779,092$1,868,623▲ $89,531
Total Liabilities and Net Assets / Fund Balance$1,838,019$1,915,982▲ $77,963

Asset Categories

AssetBook ValueDepreciationBasis
Land$32,564-$32,564
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseTotal
William a TaylorDentistFT$222,342$222,342
Sherry L CauleyFounder & CeFT$162,944$162,944
Sherry L CauleyFounder & CEO-$162,944$162,944
Chyrelle BlountDentist-$152,953$152,953
Jeffrey R Cauley MbaCOO-$139,966$139,966

Board Members and Trustees

NameTitle
Diane WilliamsBoard Member
Kerry NobleBoard Presid
Lisa Goodwin RdhSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$379,936
Program Service Revenue
$2,341,323
Investment Income
$1,757
Other Revenue
$0
All Other Contributions
$379,936
Change in Net Assets
$-399,862
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,721,875
Other Expenses$1,401,003
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,561,719--$1,561,719
Payroll Taxes$135,356--$135,356
Depreciation Depletion$124,429--$124,429
Insurance$105,808--$105,808
Occupancy$100,668--$100,668
Fees for Services Other$93,752--$93,752
Office Expenses$71,943--$71,943
Other Employee Benefits$24,800--$24,800
All Other Expenses$8,842--$8,842
Fees for Services Accounting$7,750--$7,750
Travel$5,684--$5,684
Advertising$4,074--$4,074
Other Expenses$3,494--$3,494
Conferences and Meetings$1,100--$1,100
Total Functional Expenses$3,122,878$0$0$3,122,878
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$9,753
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
2021-11-15
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
35

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.”

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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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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL & IRA LIABILITIES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt032564
IRS990ScheduleD/TotalLiabilityAmt09753
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0222342
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1162944
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2152953
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0WILLIAM A TAYLOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1SHERRY L CAULEY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2CHYRELLE BLOUNT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0DENTIST
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1FOUNDER & CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2DENTIST
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0222342
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1162944
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt2152953
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
IRS990/TotalAssetsBOYAmt01838019
IRS990/TotalAssetsEOYAmt01915982
IRS990/TotalAssetsGrp/BOYAmt01838019
IRS990/TotalAssetsGrp/EOYAmt01915982
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt0379936
IRS990/TotalEmployeeCnt035
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03122878
IRS990/TotalFunctionalExpensesGrp/TotalAmt03122878
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt058927
IRS990/TotalLiabilitiesEOYAmt047359
IRS990/TotalLiabilitiesGrp/BOYAmt058927
IRS990/TotalLiabilitiesGrp/EOYAmt047359
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01779092
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01868623
IRS990/TotalOtherProgSrvcExpenseAmt051061
IRS990/TotalProgramServiceExpensesAmt03122878
IRS990/TotalProgramServiceRevenueAmt02341323
IRS990/TotalReportableCompFromOrgAmt0678205
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02343080
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02723016
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01838019
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01915982
IRS990/TravelGrp/ProgramServicesAmt05684
IRS990/TravelGrp/TotalAmt05684
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
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/SignatureDt02021-11-15
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/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VIRGINIA TAYLOR CPA
ReturnHeader/ReturnTs02021-11-15T22:01:58-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SHERRY L
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CAULEY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,915,982
Liabilities
$47,359
Net assets
$1,868,623
Revenue
$2,723,016
Expenses
$3,122,878
Net income
-$399,862
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