Civic Intelligence

Upper Country Education Foundation Inc.

990 • Fiscal year 2023 • EIN 45-3569836

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 16, 2024

Organization ProfileN/A
PO Box 374Cambridge, ID 83610

(208) 257-3491

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

1st percentile

-1173%

Higher net margin than 1% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

24th percentile

-19%

Faster asset growth than 24% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

2nd percentile

-97%

Faster revenue growth than 2% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$262,313

Down $62,823 (-19%) from 2022

Net Assets

Down

$262,313

Down $62,823 (-19%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin1st percentile

Revenue

Down

$5,357

Down $196,495 (-97%) from 2022

Expenses

Up

$68,180

Up $47,792 (+234%) from 2022

Net Income

Down

-$62,823

Down $244,287 (-135%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$400K$300K$200K$100K$0Assets 2012: $7,519Liabilities 2012: $0Net Assets 2012: $7,5192012Assets 2013: $68,739Liabilities 2013: $0Net Assets 2013: $68,7392013Assets 2014: $26,109Liabilities 2014: $0Net Assets 2014: $26,1092014Assets 2015: $91,946Net Assets 2015: $91,9462015Assets 2016: $108,933Net Assets 2016: $108,9332016Assets 2017: $57,695Net Assets 2017: $57,6952017Assets 2018: $153,136Net Assets 2018: $153,1362018Assets 2019: $156,397Net Assets 2019: $156,3972019Assets 2020: $230,935Liabilities 2020: $0Net Assets 2020: $230,9352020Assets 2021: $143,672Liabilities 2021: $0Net Assets 2021: $143,6722021Assets 2022: $325,136Liabilities 2022: $0Net Assets 2022: $325,1362022Assets 2023: $262,313Liabilities 2023: $0Net Assets 2023: $262,3132023Assets 2024: $250,510Liabilities 2024: $1Net Assets 2024: $250,5092024

Highlighted filing

2023

Assets$262,313
Liabilities$0
Net Assets$262,313
Open 2023 Filing

Operations Trend

Revenue Growth2nd percentile

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

$300K$200K$100K$0-$100KRevenue 2012: $72,987Expenses 2012: $67,487Net Income 2012: $5,5002012Revenue 2013: $66,268Expenses 2013: $5,048Net Income 2013: $61,2202013Revenue 2014: $10,056Expenses 2014: $52,686Net Income 2014: -$42,6302014Revenue 2015: $91,100Expenses 2015: $25,263Net Income 2015: $65,8372015Revenue 2016: $88,346Expenses 2016: $71,359Net Income 2016: $16,9872016Revenue 2017: $9,134Expenses 2017: $60,372Net Income 2017: -$51,2382017Revenue 2018: $106,964Expenses 2018: $11,523Net Income 2018: $95,4412018Revenue 2019: $107,977Expenses 2019: $104,716Net Income 2019: $3,2612019Revenue 2020: $204,261Expenses 2020: $129,723Net Income 2020: $74,5382020Revenue 2021: $5,314Expenses 2021: $92,577Net Income 2021: -$87,2632021Revenue 2022: $201,852Expenses 2022: $20,388Net Income 2022: $181,4642022Revenue 2023: $5,357Expenses 2023: $68,180Net Income 2023: -$62,8232023Revenue 2024: $114,410Expenses 2024: $129,145Net Income 2024: -$14,7352024

Highlighted filing

2023

Revenue$5,357
Expenses$68,180
Net Income-$62,823
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 16, 2024
Return Version
2023v5.1
Gross Receipts
$10,468
Mission and Program Overview

Mission

To enrich the education of the students in the Cambridge School District by providing financial support, additional resources, and opportunities for community collaboration.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$325,136$262,313▼ $62,823
Savings and Temporary Cash Investments-$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-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$325,136$262,313▼ $62,823
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$325,136$262,313▼ $62,823
Total Net Assets Fund Balance$325,136$262,313▼ $62,823
Total Liabilities and Net Assets / Fund Balance$325,136$262,313▼ $62,823
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Christy CroccoDirector
Jackie EdwardsDirector
Judy WaltersDirector
Mary Beth SchwartzDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$850
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$4,507
All Other Contributions
$850
Change in Net Assets
$-62,823
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$67,151
Other Expenses$1,029
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$67,151--$67,151
Fees for Services Accounting-$1,029-$1,029
Total Functional Expenses$67,151$1,029$0$68,180
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cambridge School DistrictCambridge, ID-Educational Grants & Scholarships.$62,925
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$9,618
Fundraising Direct Expenses$5,111
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
No
Annual disclosure for covered persons
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
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

“The Form 990 is reviewed and approved by a designated board member prior to filing.”

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

“Monitoring of compliance with the Organization's conflict of interest policy is ongoing and is facilitated by the fact that there are no employees.”

Form 990, Part VI, Section C, Line 19

“All public information documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Upper Country Education Foundation Inc
EIN
45-3569836
Phone
2082573491
Address
PO Box 374, Cambridge, ID 83610

Signing Officer

Name
Barbara Ertel
Title
Director
Signed
2024-10-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barbara Ertel
Legal Domicile
Id
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Firm
Lamm and Company CPA PA
Address
311 Deinhard Ln, McCall, ID 83638
Preparer
Tammie Cox
Phone
2086342351
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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/SupplementalInformationDetail/ExplanationTxt0Potential grant recipients fill out a grant request form. The Organization's board reviews the completed forms. If the grant is approved, the grant recipient is required to follow up on completion of the grant with a letter reporting on the grant's specific use and success.
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1The Organization monitors the use of grant funds by monitoring the meetings, significant actions, and accomplishments of the grant fund recipient.
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IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0325136
IRS990/TotalAssetsEOYAmt0262313
IRS990/TotalAssetsGrp/BOYAmt0325136
IRS990/TotalAssetsGrp/EOYAmt0262313
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0850
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01029
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt067151
IRS990/TotalFunctionalExpensesGrp/TotalAmt068180
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0325136
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0262313
IRS990/TotalProgramServiceExpensesAmt067151
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt04507
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05357
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0325136
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0262313
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Barbara Ertel
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Upper Country Education Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0UPPE
ReturnHeader/Filer/EIN0453569836
ReturnHeader/Filer/PhoneNum02082573491
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 374
ReturnHeader/Filer/USAddress/CityNm0Cambridge
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ID
ReturnHeader/Filer/USAddress/ZIPCd083610
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0841373775
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lamm and Company CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0311 Deinhard Ln
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0McCall
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ID
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd083638
ReturnHeader/PreparerPersonGrp/PhoneNum02086342351
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tammie Cox
ReturnHeader/ReturnTs02024-10-16T13:55:26-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$262,313
Liabilities
$0
Net assets
$262,313
Revenue
$5,357
Expenses
$68,180
Net income
-$62,823
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.51$0.00$2.51$1.14$1.29$0.15
2023Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.05$0.68$0.63
2022Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$2.02$0.20$1.81
2021Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.05$0.93$0.87
2020Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$2.04$1.30$0.75
2019Detailed filing. Detailed filing data is available for this year.$1.56$1.56$1.08$1.05$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.53$1.53$1.07$0.12$0.95
2017Detailed filing. Detailed filing data is available for this year.$0.58$0.58$0.09$0.60$0.51
2016Detailed filing. Detailed filing data is available for this year.$1.09$1.09$0.88$0.71$0.17
2015Detailed filing. Detailed filing data is available for this year.$0.92$0.92$0.91$0.25$0.66
2014Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.10$0.53$0.43
2013Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.66$0.05$0.61
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.08$0.00$0.08$0.73$0.67$0.06