Civic Intelligence

Upper Keys Foundation Inc.

990 • Fiscal year 2019 • EIN 45-2809618

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

Organization Profiletheupperkeysfoundation.org
PO Box 1040Tavernier, FL 33070-1040

(305) 852-3323

Siviq Scores

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

Liabilities / Assets

71st percentile

0.03x

Higher debt load relative to assets than 71% of similar nonprofits.

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

Liabilities / Revenue

62nd percentile

0.00x

Higher debt load relative to revenue than 62% of similar nonprofits.

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

Net Margin

17th percentile

-18%

Higher net margin than 17% 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

8th percentile

-57%

Faster asset growth than 8% of similar nonprofits.

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

Revenue Growth

26th percentile

-17%

Faster revenue growth than 26% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets71st percentile

Assets

Down

$11,396

Down $15,087 (-57%) from 2018

Net Assets

Down

$11,018

Down $15,010 (-58%) from 2018

Liabilities

Down

$378

Down $77 (-17%) from 2018

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin17th percentile

Revenue

Down

$75,810

Down $15,833 (-17%) from 2018

Expenses

Down

$89,642

Down $2,802 (-3.0%) from 2018

Net Income

Down

-$13,832

Down $13,031 (-1627%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$60K$40K$20K$0-$20KAssets 2011: $39,153Liabilities 2011: $1,722Net Assets 2011: $37,4312011Assets 2012: $18,382Liabilities 2012: $7,054Net Assets 2012: $11,3282012Assets 2013: $7,126Liabilities 2013: $4,265Net Assets 2013: $2,8612013Assets 2014: $7,541Liabilities 2014: $25,033Net Assets 2014: -$17,4922014Assets 2015: $25,065Liabilities 2015: $5,000Net Assets 2015: $20,0652015Assets 2016: $45,751Liabilities 2016: $654Net Assets 2016: $45,0972016Assets 2017: $33,669Liabilities 2017: $230Net Assets 2017: $33,4392017Assets 2018: $26,483Liabilities 2018: $455Net Assets 2018: $26,0282018Assets 2019: $11,396Liabilities 2019: $378Net Assets 2019: $11,0182019Assets 2020: $3,769Liabilities 2020: $455Net Assets 2020: $3,3142020Assets 2021: $24,424Liabilities 2021: $455Net Assets 2021: $23,9692021Assets 2023: $28,389Liabilities 2023: $455Net Assets 2023: $27,9342023Assets 2024: $26,917Liabilities 2024: $455Net Assets 2024: $26,4622024

Highlighted filing

2019

Assets$11,396
Liabilities$378
Net Assets$11,018
Open 2019 Filing

Operations Trend

Revenue Growth26th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $92,264Expenses 2011: $54,833Net Income 2011: $37,4312011Revenue 2012: $146,695Expenses 2012: $172,798Net Income 2012: -$26,1032012Revenue 2013: $243,010Expenses 2013: $251,433Net Income 2013: -$8,4232013Revenue 2014: $298,982Expenses 2014: $320,702Net Income 2014: -$21,7202014Revenue 2015: $298,444Expenses 2015: $260,887Net Income 2015: $37,5572015Revenue 2016: $185,109Expenses 2016: $160,077Net Income 2016: $25,0322016Revenue 2017: $99,041Expenses 2017: $110,699Net Income 2017: -$11,6582017Revenue 2018: $91,643Expenses 2018: $92,444Net Income 2018: -$8012018Revenue 2019: $75,810Expenses 2019: $89,642Net Income 2019: -$13,8322019Revenue 2020: $71,724Expenses 2020: $79,428Net Income 2020: -$7,7042020Revenue 2021: $122,356Expenses 2021: $101,701Net Income 2021: $20,6552021Revenue 2023: $126,835Expenses 2023: $140,595Net Income 2023: -$13,7602023Revenue 2024: $137,464Expenses 2024: $138,936Net Income 2024: -$1,4722024

Highlighted filing

2019

Revenue$75,810
Expenses$89,642
Net Income-$13,832
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.1
Gross Receipts
$80,228
Mission and Program Overview

Mission

UKFI provides coaches for the students, officials and referees, transportation and registration fees for events. The community supports the program with gifts and the students with the guidance of the staff pay back the community by participating in community voluteer programs. The students learn vital lessons in community service by working alongside community leaders.

The UKFI through donations helps to support student athletic programs of Coral Shores High School Tavernier, Florida a public high school whose athletic programs have been underfunded because of budget cutbacks.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$26,483$11,396▼ $15,087
Rtn Earn Endowment Incm Other Fnds$26,028$11,018▼ $15,010
Total Assets$26,483$11,396▼ $15,087
Liabilities
Accounts Payable and Accrued Expenses$455$378▼ $77
Total Liabilities$455$378▼ $77
Net Assets / Fund Balance
Total Net Assets Fund Balance$26,028$11,018▼ $15,010
Total Liabilities and Net Assets / Fund Balance$26,483$11,396▼ $15,087
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Barnaby RichChairman
Derek RodbergDirector
George HertelDirector
James MooneyDirector
Jan Hlisdirector
Randall l BaadDirector
Thomas R McDonaldCFO
Paul Grewesecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$71,250
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$4,560
All Other Contributions
$71,250
Change in Net Assets
$-13,832
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$75,459
Other Expenses$8,262
Salaries, Compensation, and Employee Benefits$5,921
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$75,459--$75,459
Other Expenses-$6,500-$6,500
Other Salaries and Wages-$5,500-$5,500
Office Expenses-$1,330-$1,330
Conferences and Meetings-$432-$432
Payroll Taxes-$421-$421
Total Functional Expenses$75,459$14,183$0$89,642
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Coral Shores High SchoolTavernier, FL-supplement school athletic program$8,806
Upper Keys Rotarty Foundation IncTavernier, FL--$5,570
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$8,978
Fundraising Direct Expenses$4,418
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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, Part VI, Section B, Line 11B

“members are provided a copy of the 990 for review and response prior ot filing”

Form 990, Part VI, Section C, Line 19

“All records are available upon request during normal working hours at the office of the CFO Thomas R McDonald”

Form 990, Part VI, Section A, Line 6

“UKFI is a membership organization that is open to members of he community that are willing to help in the program mission.”

Form 990, Part VI, Section B, Line 12C

“members of the board are not paid for any services provided by themselves and family members. They are known to each other and would report any conflict in accordance with the conflict of interest policy.”

Filing and Contact Details

Filer

Filer Name
Upper Keys Foundation Inc
EIN
45-2809618
Phone
3058523323
Address
PO BOX 1040, TAVERNIER, FL 33070-1040

Signing Officer

Name
Thomas R McDonald
Title
CFO
Signed
2020-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Randall E Baad
Formed
2011
Legal Domicile
Fl
Voting Board Members
8
Independent Board Members
8
Employees
1

Preparer

Firm
Thomas R Mc Donald CPAPA
Address
P O Box 1040, Tavernier, FL 33070
Preparer
Thomas R Mc Donald
Phone
3058523323
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

“Program Service Expenses 5,570, Grants and allocations 0, Revenue 0 Donation to Upper Keys Rotary Foundation in support of HurricanE Dorian victims”

Form 990, Part III, Line 2

“Students assited in gathering items to be sent to the Bahamas for help to victims of Hurricane Dorian”

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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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IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt061083
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0total support of athletic programs
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0supplement school athletic program
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Coral Shores High School
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Upper Keys Rotarty Foundation Inc
IRS990ScheduleI/RecipientTable/RecipientEIN0596000750
IRS990ScheduleI/RecipientTable/RecipientEIN1650385528
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt089901 Old Hwy
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt191645 Overseas Hwy
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Tavernier
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Tavernier
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0FL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1FL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd033070
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd133070
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0Book
IRS990ScheduleI/TotalOtherOrgCnt02
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Program Service Expenses 5,570, Grants and allocations 0, Revenue 0 Donation to Upper Keys Rotary Foundation in support of HurricanE Dorian victims
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Students assited in gathering items to be sent to the Bahamas for help to victims of Hurricane Dorian
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2members are provided a copy of the 990 for review and response prior ot filing
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3All records are available upon request during normal working hours at the office of the CFO Thomas R McDonald
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UKFI is a membership organization that is open to members of he community that are willing to help in the program mission.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5members of the board are not paid for any services provided by themselves and family members. They are known to each other and would report any conflict in accordance with the conflict of interest policy.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part III, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section A, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section B, Line 12c
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0true
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt026483
IRS990/TotalAssetsEOYAmt011396
IRS990/TotalAssetsGrp/BOYAmt026483
IRS990/TotalAssetsGrp/EOYAmt011396
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt071250
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt014183
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt075459
IRS990/TotalFunctionalExpensesGrp/TotalAmt089642
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0455
IRS990/TotalLiabilitiesEOYAmt0378
IRS990/TotalLiabilitiesGrp/BOYAmt0455
IRS990/TotalLiabilitiesGrp/EOYAmt0378
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt026028
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt011018
IRS990/TotalOtherProgSrvcExpenseAmt05570
IRS990/TotalProgramServiceExpensesAmt075459
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt075810
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt026483
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt011396
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt089240 Overseas Hwy No 6
IRS990/USAddress/CityNm0Tavernier
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033070
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Thomas R McDonald
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPPER KEYS FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0UPPE
ReturnHeader/Filer/EIN0452809618
ReturnHeader/Filer/PhoneNum03058523323
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1040
ReturnHeader/Filer/USAddress/CityNm0TAVERNIER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0330701040
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E97010541B8F0AA75513BBE4324E1137E9502082
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E97010541B8F0AA75513BBE4324E1137E9502082
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.56.206.76
ReturnHeader/FilingSecurityInformation/IPDt02020-11-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm015:35:42
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Thomas R Mc Donald CPAPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O Box 1040
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tavernier
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033070
ReturnHeader/PreparerPersonGrp/PhoneNum03058523323
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas R Mc Donald
ReturnHeader/ReturnTs02020-11-16T01:36:51-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$11,396
Liabilities
$378
Net assets
$11,018
Revenue
$75,810
Expenses
$89,642
Net income
-$13,832
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.26$1.37$1.39$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$1.27$1.41$0.14
2021Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$1.22$1.02$0.21
2020Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.03$0.72$0.79$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.76$0.90$0.14
2018Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.92$0.92$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.33$0.99$1.11$0.12
2016Detailed filing. Detailed filing data is available for this year.$0.46$0.01$0.45$1.85$1.60$0.25
2015Detailed filing. Detailed filing data is available for this year.$0.25$0.05$0.20$2.98$2.61$0.38
2014Detailed filing. Detailed filing data is available for this year.$0.08$0.25$0.17$2.99$3.21$0.22
2013Detailed filing. Detailed filing data is available for this year.$0.07$0.04$0.03$2.43$2.51$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.18$0.07$0.11$1.47$1.73$0.26
2011Summary only. Only limited summary data is available for this year.$0.39$0.02$0.37$0.92$0.55$0.37