Civic Intelligence

Level Up Solutions Inc.

990 • Fiscal year 2017 • EIN 47-3406976

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 30, 2018

1303 E Walnut AveEl Segundo, CA 90245

(310) 648-1787

Siviq Scores

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

Liabilities / Assets

58th percentile

0.07x

Higher debt load relative to assets than 58% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

43rd percentile

0.02x

Higher debt load relative to revenue than 43% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

71st percentile

14%

Higher net margin than 71% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

87th percentile

$96,518

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 11.2% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

93rd percentile

85%

Faster asset growth than 93% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

74th percentile

24%

Faster revenue growth than 74% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$234,133

Up $107,394 (+85%) from 2016

Net Assets

Up

$216,976

Up $119,039 (+122%) from 2016

Liabilities

Down

$17,157

Down $11,645 (-40%) from 2016

Revenue

Up

$859,447

Up $164,801 (+24%) from 2016

Expenses

Up

$736,710

Up $141,529 (+24%) from 2016

Net Income

Up

$122,737

Up $23,272 (+23%) from 2016

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2015: $10,539Liabilities 2015: $0Net Assets 2015: $10,5392015Assets 2016: $126,739Liabilities 2016: $28,802Net Assets 2016: $97,9372016Assets 2017: $234,133Liabilities 2017: $17,157Net Assets 2017: $216,9762017Assets 2018: $225,286Liabilities 2018: $28,168Net Assets 2018: $197,1182018Assets 2019: $257,952Liabilities 2019: $44,031Net Assets 2019: $213,9212019Assets 2020: $393,442Liabilities 2020: $60,801Net Assets 2020: $332,6412020Assets 2021: $532,430Liabilities 2021: $22,169Net Assets 2021: $510,2612021Assets 2022: $375,890Liabilities 2022: $52,716Net Assets 2022: $323,1742022Assets 2023: $510,957Liabilities 2023: $58,711Net Assets 2023: $452,2462023Assets 2024: $502,356Liabilities 2024: $70,952Net Assets 2024: $431,4042024

Highlighted filing

2017

Assets$234,133
Liabilities$17,157
Net Assets$216,976

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2015: $168,839Expenses 2015: $158,300Net Income 2015: $10,5392015Revenue 2016: $694,646Expenses 2016: $595,181Net Income 2016: $99,4652016Revenue 2017: $859,447Expenses 2017: $736,710Net Income 2017: $122,7372017Revenue 2018: $829,102Expenses 2018: $848,960Net Income 2018: -$19,8582018Revenue 2019: $808,270Expenses 2019: $791,467Net Income 2019: $16,8032019Revenue 2020: $925,639Expenses 2020: $806,919Net Income 2020: $118,7202020Revenue 2021: $955,420Expenses 2021: $816,251Net Income 2021: $139,1692021Revenue 2022: $811,814Expenses 2022: $902,093Net Income 2022: -$90,2792022Revenue 2023: $1,132,396Expenses 2023: $1,003,336Net Income 2023: $129,0602023Revenue 2024: $1,004,003Expenses 2024: $1,024,845Net Income 2024: -$20,8422024

Highlighted filing

2017

Revenue$859,447
Expenses$736,710
Net Income$122,737
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 30, 2018
Return Version
2017v2.3
Gross Receipts
$859,447
Mission and Program Overview

Mission

Level up solutions was founded to provide services and support to adults with developmental disabilities in the southern california area. With a focus on the people we support and their families, as well as our staff; we seek to provide the guidance and instruction necessary for people with disabilities to live safe, fulfilling, meaningful lives in the least restrictive, most natural environment possible.

Provide training, education, support and general assistance to adults with developmental disabilitites.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$116,189$228,896▲ $112,707
Rtn Earn Endowment Incm Other Fnds$94,239$216,976▲ $122,737
Land, Buildings, and Equipment, Net$1,953$4,107▲ $2,154
Intangible Assets$1,217$1,130▼ $87
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$119,359$234,133▲ $114,774
Liabilities
Other Liabilities$24,309$16,571▼ $7,738
Accounts Payable and Accrued Expenses$811$586▼ $225
Total Liabilities$25,120$17,157▼ $7,963
Net Assets / Fund Balance
Total Net Assets Fund Balance$94,239$216,976▲ $122,737
Total Liabilities and Net Assets / Fund Balance$119,359$234,133▲ $114,774

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,261$6,911$10,172
Other Land Buildings$846$1,291$2,137
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Michael HarleyVP & Executive DirectorFT$96,518$96,518
Shannon HahnOperations DirectorFT$82,441$82,441

Board Members and Trustees

NameTitle
Chad HahnSecretary
Lisa Amin DesaiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$375
Program Service Revenue
$856,672
Investment Income
$0
Other Revenue
$2,400
All Other Contributions
$375
Change in Net Assets
$122,737
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$590,227
Other Expenses$146,483
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$364,584--$364,584
Current Officers, Directors, Trustees, and Key Employees$178,959--$178,959
Payroll Taxes$46,684--$46,684
Occupancy$30,900--$30,900
All Other Expenses$21,916--$21,916
Insurance$15,042--$15,042
Office Expenses$11,970--$11,970
Travel$9,263--$9,263
Other Expenses$6,674--$6,674
Fees for Services Legal$6,561--$6,561
Depreciation Depletion$5,396--$5,396
Conferences and Meetings$3,485--$3,485
Advertising$2,812--$2,812
Fees for Services Accounting$1,801--$1,801
Information Technology$939--$939
Fees for Services Other$195--$195
Interest$96--$96
Total Functional Expenses$736,710$0$0$736,710
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Participant Retainer$14,820
Payroll Liabilities$1,420
Security Deposit$300
Other Taxes Payable$31
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
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 A, Line 2

Shannon hahn and chad hahn are married

Form 990, Part VI, Section B, Line 11B

The board shall have the responsibility for reviewing the organization's form 990 (including all pertinent schedules) before it is filed with the internal revenue service. A draft of the form 990 will be sent to all the board members via email. Board members can then ask or make questions, comments, and suggested revisions. Once the board has completed its initial review of the form 990, all of the questions, comments, and suggested revisions set forth by the board should be documented, along with any responses from the preparer of the form 990, if applicable.

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

The organization sends out conflict of interest disclosure form on an annual basis to officers, directors and key employees. The board of directors review and discuss whether or not there is conflict of interest on case by case.

Form 990, Part VI, Section B, Line 15

The board of directors annually review compensation for all employees using review of industry and comparability data. The board of directores must document how it reached its decisions, including the data on which it relied, in minutes of the meeting during which the compensation was approved

Form 990, Part VI, Section C, Line 18

Procedures - public inspection of documents the following organizational documents of the organization will be available (for inspection or copying) at the organization's main office during normal business hours at no charge: -tax exemption application (form 1023) -internal revenue service determination letter -articles of incorporation -by-laws the public inspection copy of the organization's form 990, from the previous three years (at a minimum), will be available (for inspection or copying) at the organization's main office during normal business hours at no charge and will also be posted at www.guidestar.org. The public inspection copy of the form 990 will not include the schedule a excess contributors or the schedule b names and addresses of contributors. The organization will make best efforts to ensure that the forms 990 held at their main office are the most updated versions of such. For example, in the instance where a form 990 has been amended, the amended version of the form 990 should be the one available for public inspection. When responding to a public inspection request for any organizational document or form 990 by anyone, the organization shall fulfill such request in a timely fashion without inquiring as to the reason for the public inspection request.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, financial statements and conflict of interest policy available to public inspection upon request.

Filing and Contact Details

Filer

Filer Name
Level Up Solutions Inc
EIN
47-3406976
Phone
3106481787
Address
1303 E WALNUT AVE, EL SEGUNDO, CA 90245

Signing Officer

Name
Shannon Hahn
Title
Operations Director
Phone
3106481787
Signed
2018-08-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Harley
Formed
2015
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
2
Employees
34
Volunteers
0

Preparer

Firm
Beach Freeman Lim & Cleland Llp
Address
861 PARKVIEW DR N SUITE 200, EL SEGUNDO, CA 90245
Preparer
Steve Cleland
Phone
3104471234
Raw XML Appendix375 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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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0856707
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0687602
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0468839
IRS990ScheduleA/Total509Grp/TotalAmt02013148
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0468839
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02013148
IRS990/ScheduleBRequiredInd00
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt06911
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt010172
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0846
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01291
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt02137
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01420
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt114820
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt231
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3300
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PARTICIPANT RETAINER
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2OTHER TAXES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3SECURITY DEPOSIT
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04107
IRS990ScheduleD/TotalLiabilityAmt016571
IRS990/ScheduleJRequiredInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SHANNON HAHN AND CHAD HAHN ARE MARRIED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD SHALL HAVE THE RESPONSIBILITY FOR REVIEWING THE ORGANIZATION'S FORM 990 (INCLUDING ALL PERTINENT SCHEDULES) BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. A DRAFT OF THE FORM 990 WILL BE SENT TO ALL THE BOARD MEMBERS VIA EMAIL. BOARD MEMBERS CAN THEN ASK OR MAKE QUESTIONS, COMMENTS, AND SUGGESTED REVISIONS. ONCE THE BOARD HAS COMPLETED ITS INITIAL REVIEW OF THE FORM 990, ALL OF THE QUESTIONS, COMMENTS, AND SUGGESTED REVISIONS SET FORTH BY THE BOARD SHOULD BE DOCUMENTED, ALONG WITH ANY RESPONSES FROM THE PREPARER OF THE FORM 990, IF APPLICABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION SENDS OUT CONFLICT OF INTEREST DISCLOSURE FORM ON AN ANNUAL BASIS TO OFFICERS, DIRECTORS AND KEY EMPLOYEES. THE BOARD OF DIRECTORS REVIEW AND DISCUSS WHETHER OR NOT THERE IS CONFLICT OF INTEREST ON CASE BY CASE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS ANNUALLY REVIEW COMPENSATION FOR ALL EMPLOYEES USING REVIEW OF INDUSTRY AND COMPARABILITY DATA. THE BOARD OF DIRECTORES MUST DOCUMENT HOW IT REACHED ITS DECISIONS, INCLUDING THE DATA ON WHICH IT RELIED, IN MINUTES OF THE MEETING DURING WHICH THE COMPENSATION WAS APPROVED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROCEDURES - PUBLIC INSPECTION OF DOCUMENTS THE FOLLOWING ORGANIZATIONAL DOCUMENTS OF THE ORGANIZATION WILL BE AVAILABLE (FOR INSPECTION OR COPYING) AT THE ORGANIZATION'S MAIN OFFICE DURING NORMAL BUSINESS HOURS AT NO CHARGE: -TAX EXEMPTION APPLICATION (FORM 1023) -INTERNAL REVENUE SERVICE DETERMINATION LETTER -ARTICLES OF INCORPORATION -BY-LAWS THE PUBLIC INSPECTION COPY OF THE ORGANIZATION'S FORM 990, FROM THE PREVIOUS THREE YEARS (AT A MINIMUM), WILL BE AVAILABLE (FOR INSPECTION OR COPYING) AT THE ORGANIZATION'S MAIN OFFICE DURING NORMAL BUSINESS HOURS AT NO CHARGE AND WILL ALSO BE POSTED AT WWW.GUIDESTAR.ORG. THE PUBLIC INSPECTION COPY OF THE FORM 990 WILL NOT INCLUDE THE SCHEDULE A EXCESS CONTRIBUTORS OR THE SCHEDULE B NAMES AND ADDRESSES OF CONTRIBUTORS. THE ORGANIZATION WILL MAKE BEST EFFORTS TO ENSURE THAT THE FORMS 990 HELD AT THEIR MAIN OFFICE ARE THE MOST UPDATED VERSIONS OF SUCH. FOR EXAMPLE, IN THE INSTANCE WHERE A FORM 990 HAS BEEN AMENDED, THE AMENDED VERSION OF THE FORM 990 SHOULD BE THE ONE AVAILABLE FOR PUBLIC INSPECTION. WHEN RESPONDING TO A PUBLIC INSPECTION REQUEST FOR ANY ORGANIZATIONAL DOCUMENT OR FORM 990 BY ANYONE, THE ORGANIZATION SHALL FULFILL SUCH REQUEST IN A TIMELY FASHION WITHOUT INQUIRING AS TO THE REASON FOR THE PUBLIC INSPECTION REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
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IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0736710
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0859447
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IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt09263
IRS990/TravelGrp/TotalAmt09263
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0EL SEGUNDO
IRS990/USAddress/StateAbbreviationCd0CA
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IRS990/VotingMembersGoverningBodyCnt03
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IRS990/WebsiteAddressTxt0WWW.LEVELUPSOLUTIONS.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SHANNON HAHN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OPERATIONS DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03106481787
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEVEL UP SOLUTIONS INC
ReturnHeader/Filer/BusinessNameControlTxt0LEVE
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C8E48D0C83DCBCBA4FC90F0893FCE6DAB456FB6B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0159.100.168.41
ReturnHeader/FilingSecurityInformation/IPDt02018-08-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm019:07:45
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562306396
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BEACH FREEMAN LIM & CLELAND LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0861 PARKVIEW DR N SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EL SEGUNDO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090245
ReturnHeader/PreparerPersonGrp/PhoneNum03104471234
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVE CLELAND
ReturnHeader/ReturnTs02018-10-04T12:49:12-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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