Civic Intelligence

Up21 Foundation

990EZ • Fiscal year 2023 • EIN 46-1703166

Jan 01, 2023 to Dec 31, 2023 • Filed on Feb 02, 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

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

72nd percentile

18%

Higher net margin than 72% 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

45th percentile

-0.9%

Faster asset growth than 45% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2023

Revenue Growth

82nd percentile

57%

Faster revenue growth than 82% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$151,088

Down $4,047 (-2.6%) from 2020

Net Assets

Down

$151,088

Down $4,047 (-2.6%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin72nd percentile

Revenue

Up

$86,876

Up $64,236 (+284%) from 2020

Expenses

Up

$71,039

Up $52,600 (+285%) from 2020

Net Income

Up

$15,837

Up $11,636 (+277%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2023

Assets$151,088
Liabilities$0
Net Assets$151,088
Open 2023 Filing

Operations Trend

Revenue Growth82nd 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

2023

Revenue$86,876
Expenses$71,039
Net Income$15,837
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 2, 2025
Return Version
2023v6.0
Gross Receipts
$86,876
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$86,676$71,039
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CASSONDRA WALTHERTreasurerPT$0--
JANE ROBINSONVice President-$0--
TIFFANI DUCOTESecretary-$0--
MEGAN BREMONDPresidentPT$0--
HEATHER SEALBoard Member-$0--
MINDY LEEBoard Member-$0--
ALICE RHODEBoard Member-$0--
DAWN HUSEBoard Member-$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
2025-02-02
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: 165. Description: promotional items. Amount: 16,607. Description: meals. Amount: 844. Description: donations. Amount: 34,953. Description: licenses. Amount: 10. Total to form 990-ez, line 16: 52,579.”

Raw XML Appendix172 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum09858451754
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 8621
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MANDEVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0LA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd070470
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CASSONDRA WALTHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JANE ROBINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TIFFANI DUCOTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MEGAN BREMOND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4HEATHER SEAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MINDY LEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ALICE RHODE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DAWN HUSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt052579
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/PrintingPublicationsPostageAmt011194
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0VARIOUS DONATIONS AND SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt086676
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt071039
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0LA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.UP21FOUNDATION.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt086876
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt023041
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02653
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt022640
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt031881
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0167091
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt086876
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt031881
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0167091
IRS990ScheduleA/TotalSupportAmt0167091
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INSURANCE. AMOUNT: 165. DESCRIPTION: PROMOTIONAL ITEMS. AMOUNT: 16,607. DESCRIPTION: MEALS. AMOUNT: 844. DESCRIPTION: DONATIONS. AMOUNT: 34,953. DESCRIPTION: LICENSES. AMOUNT: 10. TOTAL TO FORM 990-EZ, LINE 16: 52,579.
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/SignatureDt02025-02-02
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/PreparationDt02025-02-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK BOHNET
ReturnHeader/ReturnTs02025-02-03T11:03:21-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$151,088
Liabilities
$0
Net assets
$151,088
Revenue
$86,876
Expenses
$71,039
Net income
$15,837
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