Civic Intelligence

Up21 Foundation

990EZ • Fiscal year 2024 • EIN 46-1703166

Jan 01, 2024 to Dec 31, 2024 • Filed on Feb 16, 2025

Organization ProfileWWW.UP21FOUNDATION.ORG
PO Box 838Madisonville, LA 70447

(985) 502-5155

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

12th percentile

-37%

Higher net margin than 12% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

29th percentile

-13%

Faster asset growth than 29% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

16th percentile

-37%

Faster revenue growth than 16% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$130,738

Down $20,350 (-13%) from 2023

Net Assets

Down

$130,738

Down $20,350 (-13%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin12th percentile

Revenue

Down

$55,155

Down $31,721 (-37%) from 2023

Expenses

Up

$75,505

Up $4,466 (+6.3%) from 2023

Net Income

Down

-$20,350

Down $36,187 (-228%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$200K$150K$100K$50K$0Assets 2013: $57,290Liabilities 2013: $0Net Assets 2013: $57,2902013Assets 2014: $95,431Liabilities 2014: $0Net Assets 2014: $95,4312014Assets 2015: $113,661Liabilities 2015: $0Net Assets 2015: $113,6612015Assets 2016: $145,511Liabilities 2016: $0Net Assets 2016: $145,5112016Assets 2017: $158,440Liabilities 2017: $0Net Assets 2017: $158,4402017Assets 2018: $163,706Liabilities 2018: $0Net Assets 2018: $163,7062018Assets 2019: $150,934Liabilities 2019: $0Net Assets 2019: $150,9342019Assets 2020: $155,135Liabilities 2020: $0Net Assets 2020: $155,1352020Assets 2023: $151,088Liabilities 2023: $0Net Assets 2023: $151,0882023Assets 2024: $130,738Liabilities 2024: $0Net Assets 2024: $130,7382024

Highlighted filing

2024

Assets$130,738
Liabilities$0
Net Assets$130,738
Open 2024 Filing

Operations Trend

Revenue Growth16th percentile

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

$100K$50K$0-$50KRevenue 2013: $66,975Expenses 2013: $9,685Net Income 2013: $57,2902013Revenue 2014: $83,991Expenses 2014: $45,850Net Income 2014: $38,1412014Revenue 2015: $39,182Expenses 2015: $20,952Net Income 2015: $18,2302015Revenue 2016: $45,440Expenses 2016: $13,590Net Income 2016: $31,8502016Revenue 2017: $41,476Expenses 2017: $28,547Net Income 2017: $12,9292017Revenue 2018: $48,517Expenses 2018: $43,251Net Income 2018: $5,2662018Revenue 2019: $31,881Expenses 2019: $44,653Net Income 2019: -$12,7722019Revenue 2020: $22,640Expenses 2020: $18,439Net Income 2020: $4,2012020Revenue 2023: $86,876Expenses 2023: $71,039Net Income 2023: $15,8372023Revenue 2024: $55,155Expenses 2024: $75,505Net Income 2024: -$20,3502024

Highlighted filing

2024

Revenue$55,155
Expenses$75,505
Net Income-$20,350
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 16, 2025
Return Version
2024v5.0
Gross Receipts
$55,155
Mission and Program Overview

Mission

To provide support, resources and education to families of individuals with down syndrome and the community to foster an environment in which individuals with down syndrome achieve their full potential in their community.

To provide support, resources and education to familites of individuals with down syndrome and the community to foster an environment in which individuals with down syndrome achieve their full potential in their community.

Program Services

DescriptionGrantsExpenses
VARIOUS DONATIONS AND SUPPORT$55,155$75,505
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CASSONDRA WALTHERTreasurerPT$0--
JANE ROBINSONVice President-$0--
TIFFANI DUCOTESecretary-$0--
MEGAN BREMONDPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Up21 Foundation
EIN
46-1703166
Phone
9855025155
Address
PO BOX 838, MADISONVILLE, LA 70447

Signing Officer

Name
Cassondra Walther
Title
Treasurer
Phone
9855025155
Signed
2025-02-16
Discuss with paid preparer
Yes

Preparer

Firm
Mark D Bohnet CPA LLC
Address
1433 W CAUSEWAY APPROACH, MANDEVILLE, LA 70471
Preparer
Mark Bohnet
Phone
9852315715
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: insurance. Amount: 184. Description: promotional items. Amount: 39,009. Description: meals. Amount: 1,534. Description: donations. Amount: 11,212. Description: licenses. Amount: 10. Description: bank charges. Amount: 31. Description: miscellaneous. Amount: 888. Total to form 990-ez, line 16: 52,868.”

Raw XML Appendix141 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CASSANDRA WALTHER
IRS990EZ/BooksInCareOfDetail/PhoneNum09858451754
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 8621
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MANDEVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0LA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd070470
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0151088
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0130738
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt055155
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-20350
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04469
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0151088
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0130738
IRS990EZ/GrossReceiptsAmt055155
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0151088
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0130738
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0151088
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0130738
IRS990EZ/OccupancyRentUtltsAndMaintAmt013648
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CASSONDRA WALTHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JANE ROBINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TIFFANI DUCOTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MEGAN BREMOND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt052868
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SUPPORT, RESOURCES AND EDUCATION TO FAMILITES OF INDIVIDUALS WITH DOWN SYNDROME AND THE COMMUNITY TO FOSTER AN ENVIRONMENT IN WHICH INDIVIDUALS WITH DOWN SYNDROME ACHIEVE THEIR FULL POTENTIAL IN THEIR COMMUNITY.
IRS990EZ/PrintingPublicationsPostageAmt04520
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0VARIOUS DONATIONS AND SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt055155
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt075505
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0LA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt075505
IRS990EZ/TotalProgramServiceExpensesAmt075505
IRS990EZ/TotalRevenueAmt055155
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.UP21FOUNDATION.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt055155
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt086876
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt023041
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02653
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt022640
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0190365
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0190365
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt055155
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt086876
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt023041
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02653
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt022640
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0190365
IRS990ScheduleA/TotalSupportAmt0190365
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INSURANCE. AMOUNT: 184. DESCRIPTION: PROMOTIONAL ITEMS. AMOUNT: 39,009. DESCRIPTION: MEALS. AMOUNT: 1,534. DESCRIPTION: DONATIONS. AMOUNT: 11,212. DESCRIPTION: LICENSES. AMOUNT: 10. DESCRIPTION: BANK CHARGES. AMOUNT: 31. DESCRIPTION: MISCELLANEOUS. AMOUNT: 888. TOTAL TO FORM 990-EZ, LINE 16: 52,868.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CASSONDRA WALTHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09855025155
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UP21 FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0UP21
ReturnHeader/Filer/EIN0461703166
ReturnHeader/Filer/PhoneNum09855025155
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 838
ReturnHeader/Filer/USAddress/CityNm0MADISONVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd070447
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0813401494
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARK D BOHNET CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01433 W CAUSEWAY APPROACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MANDEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd070471
ReturnHeader/PreparerPersonGrp/PhoneNum09852315715
ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK BOHNET
ReturnHeader/ReturnTs02025-02-25T11:03:46-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$130,738
Liabilities
$0
Net assets
$130,738
Revenue
$55,155
Expenses
$75,505
Net income
-$20,350
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.55$0.76$0.20
2023Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.87$0.71$0.16
2020Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.23$0.18$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.32$0.45$0.13
2018Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.49$0.43$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.41$0.29$0.13
2016Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.45$0.14$0.32
2015Summary only. Only limited summary data is available for this year.$1.14$0.00$1.14$0.39$0.21$0.18
2014Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.84$0.46$0.38
2013Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.67$0.10$0.57