Civic Intelligence

Up & Out Foundation Inc.

990EZ • Fiscal year 2018 • EIN 47-2998849

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

Organization ProfileWWW.UPANDOUTFOUNDATION.ORG
PO Box 817Emmitsburg, MD 21727

(301) 865-1210

Siviq Scores

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

Liabilities / Assets

88th percentile

0.42x

Higher debt load relative to assets than 88% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

73rd percentile

0.03x

Higher debt load relative to revenue than 73% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

36th percentile

-1.9%

Higher net margin than 36% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

19th percentile

-22%

Faster asset growth than 19% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

43rd percentile

-3.3%

Faster revenue growth than 43% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets88th percentile

Assets

Down

$8,057

Down $2,315 (-22%) from 2017

Net Assets

Down

$4,690

Down $2,315 (-33%) from 2017

Liabilities

Flat

$3,367

Flat from 2017

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin36th percentile

Revenue

Down

$121,176

Down $4,200 (-3.3%) from 2017

Expenses

Up

$123,491

Up $5,336 (+4.5%) from 2017

Net Income

Down

-$2,315

Down $9,536 (-132%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$15K$10K$5.0K$0Assets 2017: $10,372Liabilities 2017: $3,367Net Assets 2017: $7,0052017Assets 2018: $8,057Liabilities 2018: $3,367Net Assets 2018: $4,6902018

Highlighted filing

2018

Assets$8,057
Liabilities$3,367
Net Assets$4,690
Open 2018 Filing

Operations Trend

Revenue Growth43rd percentile

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

$150K$100K$50K$0-$50KRevenue 2017: $125,376Expenses 2017: $118,155Net Income 2017: $7,2212017Revenue 2018: $121,176Expenses 2018: $123,491Net Income 2018: -$2,3152018

Highlighted filing

2018

Revenue$121,176
Expenses$123,491
Net Income-$2,315
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$121,176
Mission and Program Overview

Mission

To educate the public about the disease of addiction, the consequence of untreated addiction, and the process of recovery.

Program Services

DescriptionGrantsExpenses
TO EDUCATE THE PUBLIC ABOUT THE DISEASE OF ADDICTION, THE CONSEQUENCE OF UNTREATED ADDICTION, AND THE PROCESS OF RECOVERY$39,424$121,176
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN HOODSecretaryPT$0--
LAURIE OWENSDirectorPT$0--
ALLISON GRIMESDirectorPT$0--
KERRY SHORBPresidentPT$0--
JENNIFER MYERSDirectorPT$0--
KOREY SHORBExecutive DirectorFT$0--
Filing and Contact Details

Filer

Filer Name
Up & Out Foundation Inc
EIN
47-2998849
Phone
3018651210
Address
PO BOX 817, EMMITSBURG, MD 21727

Signing Officer

Name
Susan Hood
Title
Secretary
Phone
3018651210
Signed
2019-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Lutz and Company Pc
Address
13616 CALIFORNIA ST STE 300, OMAHA, NE 68154-5336
Preparer
Deyna C Rouse
Phone
4024968800
Supplemental Narrative

Additional Explanations

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

“Description: miscellaneous. Amount: 2,454. Description: bank charges. Amount: 53. Description: insurance. Amount: 1,014. Description: office expenses. Amount: 9,498. Description: taxes and licenses. Amount: 915. Description: training and development. Amount: 1,336. Description: treatment assistance. Amount: 39,424. Description: dues and subscriptions. Amount: 600. Description: conferences. Amount: 341. Description: travel. Amount: 2,012. Description: website. Amount: 457. Total to form 990-ez, line 16: 58,104.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: receivables. Beg. Of year amount: 691. End of year amount: 691. Description: other assets. Beg. Of year amount: 1,729. End of year amount: 1,000.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: payables. Beg. Of year amount: 1,572. End of year amount: 1,572. Description: other liabilites. Beg. Of year amount: 1,795. End of year amount: 1,795.”

Raw XML Appendix174 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ALLISON GRIMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KERRY SHORB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JENNIFER MYERS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
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IRS990EZ/OperateHospitalInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MISCELLANEOUS. AMOUNT: 2,454. DESCRIPTION: BANK CHARGES. AMOUNT: 53. DESCRIPTION: INSURANCE. AMOUNT: 1,014. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 9,498. DESCRIPTION: TAXES AND LICENSES. AMOUNT: 915. DESCRIPTION: TRAINING AND DEVELOPMENT. AMOUNT: 1,336. DESCRIPTION: TREATMENT ASSISTANCE. AMOUNT: 39,424. DESCRIPTION: DUES AND SUBSCRIPTIONS. AMOUNT: 600. DESCRIPTION: CONFERENCES. AMOUNT: 341. DESCRIPTION: TRAVEL. AMOUNT: 2,012. DESCRIPTION: WEBSITE. AMOUNT: 457. TOTAL TO FORM 990-EZ, LINE 16: 58,104.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: RECEIVABLES. BEG. OF YEAR AMOUNT: 691. END OF YEAR AMOUNT: 691. DESCRIPTION: OTHER ASSETS. BEG. OF YEAR AMOUNT: 1,729. END OF YEAR AMOUNT: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: PAYABLES. BEG. OF YEAR AMOUNT: 1,572. END OF YEAR AMOUNT: 1,572. DESCRIPTION: OTHER LIABILITES. BEG. OF YEAR AMOUNT: 1,795. END OF YEAR AMOUNT: 1,795.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
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/BuildTS02020-03-31 21:24:44Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN HOOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum03018651210
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UP & OUT FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0UP&O
ReturnHeader/Filer/EIN0472998849
ReturnHeader/Filer/PhoneNum03018651210
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 817
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ReturnHeader/FilingSecurityInformation/IPTm011:25:47
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LUTZ AND COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt013616 CALIFORNIA ST STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OMAHA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0681545336
ReturnHeader/PreparerPersonGrp/PhoneNum04024968800
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEYNA C ROUSE
ReturnHeader/ReturnTs02019-11-15T11:27:37-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,057
Liabilities
$3,367
Net assets
$4,690
Revenue
$121,176
Expenses
$123,491
Net income
-$2,315
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.08$0.03$0.05$1.21$1.23$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.10$0.03$0.07$1.25$1.18$0.07