Civic Intelligence

Upper Room Dining Hall Inc.

990 • Fiscal year 2024 • EIN 47-4732040

Jul 01, 2023 to Jun 30, 2024 • Filed on Sep 16, 2024

Organization ProfileUPPERROOMDININGHALL.ORG
PO Box 484Placerville, CA 95667

(530) 497-5146

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

Higher debt load relative to revenue than 19% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

86th percentile

41%

Higher net margin than 86% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

92nd percentile

62%

Faster asset growth than 92% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

103%

Faster revenue growth than 91% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,127,788

Up $431,321 (+62%) from 2023

Net Assets

Up

$1,127,574

Up $431,421 (+62%) from 2023

Liabilities

Down

$214

Down $100 (-32%) from 2023

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin86th percentile

Revenue

Up

$975,030

Up $494,378 (+103%) from 2023

Expenses

Down

$572,578

Down $6,593 (-1.1%) from 2023

Net Income

Up

$402,452

Up $500,971 (+509%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2016: $268,271Liabilities 2016: $02016Assets 2017: $296,922Net Assets 2017: $296,9222017Assets 2018: $277,404Liabilities 2018: $02018Assets 2019: $274,752Net Assets 2019: $274,7522019Assets 2020: $418,634Liabilities 2020: $16,580Net Assets 2020: $402,0542020Assets 2021: $729,515Liabilities 2021: $0Net Assets 2021: $729,5152021Assets 2022: $746,758Liabilities 2022: $0Net Assets 2022: $746,7582022Assets 2023: $696,467Liabilities 2023: $314Net Assets 2023: $696,1532023Assets 2024: $1,127,788Liabilities 2024: $214Net Assets 2024: $1,127,5742024Assets 2025: $1,517,277Liabilities 2025: $938Net Assets 2025: $1,516,3392025

Highlighted filing

2024

Assets$1,127,788
Liabilities$214
Net Assets$1,127,574
Open 2024 Filing

Operations Trend

Revenue Growth91st percentile

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

$1.0M$500K$0-$500KRevenue 2016: $72,630Expenses 2016: $50,962Net Income 2016: $21,6682016Revenue 2017: $141,121Expenses 2017: $149,032Net Income 2017: -$7,9112017Revenue 2018: $161,448Expenses 2018: $191,568Net Income 2018: -$30,1202018Revenue 2019: $165,368Expenses 2019: $174,879Net Income 2019: -$9,5112019Revenue 2020: $385,764Expenses 2020: $256,015Net Income 2020: $129,7492020Revenue 2021: $601,894Expenses 2021: $332,443Net Income 2021: $269,4512021Revenue 2022: $632,057Expenses 2022: $514,726Net Income 2022: $117,3312022Revenue 2023: $480,652Expenses 2023: $579,171Net Income 2023: -$98,5192023Revenue 2024: $975,030Expenses 2024: $572,578Net Income 2024: $402,4522024Revenue 2025: $874,661Expenses 2025: $474,815Net Income 2025: $399,8462025

Highlighted filing

2024

Revenue$975,030
Expenses$572,578
Net Income$402,452
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Sep 16, 2024
Return Version
2023v5.0
Gross Receipts
$982,984
Mission and Program Overview

Mission

To provide prepared meals for the homeless and underprivileged

Our mission is to provide meals and support services to the homeless and other members of our community living under the strain of poverty.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$486,951$722,016▲ $235,065
Land, Buildings, and Equipment, Net$115,202$234,844▲ $119,642
Cash and Non-Interest-Bearing Accounts$92,854$170,928▲ $78,074
Intangible Assets$1,460--
Total Assets$696,467$1,127,788▲ $431,321
Liabilities
Accounts Payable and Accrued Expenses$314$214▼ $100
Total Liabilities$314$214▼ $100
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$696,153$1,113,373▲ $417,220
Net Assets With Donor Restrictions-$14,201-
Total Net Assets Fund Balance$696,153$1,127,574▲ $431,421
Total Liabilities and Net Assets / Fund Balance$696,467$1,127,788▲ $431,321

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$166,006$55,767$221,773
Buildings$68,838$57,502$126,340
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Jennifer MouzisChairwoman
Carla MilhommeVice-chairma
James GasperDirector
John FitzpatrickDirector
Lucille VillalobosDirector
Pam TenorioDirector
Debbie KierseySecretary
Derrell RobertsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$950,101
Program Service Revenue
$0
Investment Income
$24,816
Other Revenue
$113
All Other Contributions
$950,101
Change in Net Assets
$402,452
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$330,326
Salaries, Compensation, and Employee Benefits$242,252
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$134,307$40,129-$174,436
All Other Expenses$24,878$18,791-$43,669
Occupancy$43,284--$43,284
Other Employee Benefits$31,811$9,373-$41,184
Pension Plan Contributions$11,378$3,406-$14,784
Insurance$3,601$10,214-$13,815
Payroll Taxes$9,118$2,730-$11,848
Depreciation Depletion$10,912--$10,912
Other Expenses$10,853--$10,853
Fees for Services Accounting-$8,650-$8,650
Office Expenses-$4,105-$4,105
Total Functional Expenses$475,180$97,398$0$572,578
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$8,067
Fundraising Direct Expenses$7,954
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Copy of form 990 provided to board prior to filing tax return.”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Upper Room Dining Hall Inc
EIN
47-4732040
Phone
5304975146
Address
PO BOX 484, PLACERVILLE, CA 95667

Signing Officer

Name
Derrell Roberts
Title
Treasurer
Phone
5309197834
Signed
2024-09-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Mouzis
Formed
2015
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
3
Volunteers
600

Preparer

Firm
Roberts & Company Inc
Address
3182 CEDAR RAVINE RD, PLACERVILLE, CA 95667
Preparer
Stephen W Miller CPA
Phone
5306225445
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Book / tax depreciation difference -2,852 unrealized investment gains 31,821 total 28,969”

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COPY OF FORM 990 PROVIDED TO BOARD PRIOR TO FILING TAX RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOOK / TAX DEPRECIATION DIFFERENCE -2,852 UNREALIZED INVESTMENT GAINS 31,821 TOTAL 28,969
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0696467
IRS990/TotalAssetsEOYAmt01127788
IRS990/TotalAssetsGrp/BOYAmt0696467
IRS990/TotalAssetsGrp/EOYAmt01127788
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IRS990/TotalContributionsAmt0950101
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt097398
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0475180
IRS990/TotalFunctionalExpensesGrp/TotalAmt0572578
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0314
IRS990/TotalLiabilitiesEOYAmt0214
IRS990/TotalLiabilitiesGrp/BOYAmt0314
IRS990/TotalLiabilitiesGrp/EOYAmt0214
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0696153
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01127574
IRS990/TotalProgramServiceExpensesAmt0475180
IRS990/TotalRevenueGrp/ExclusionAmt024929
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0975030
IRS990/TotalVolunteersCnt0600
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0696467
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01127788
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0PLACERVILLE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095667
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0UPPERROOMDININGHALL.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DERRELL ROBERTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05309197834
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPPER ROOM DINING HALL INC
ReturnHeader/Filer/BusinessNameControlTxt0UPPE
ReturnHeader/Filer/EIN0474732040
ReturnHeader/Filer/PhoneNum05304975146
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 484
ReturnHeader/Filer/USAddress/CityNm0PLACERVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095667
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942798193
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERTS & COMPANY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03182 CEDAR RAVINE RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLACERVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095667
ReturnHeader/PreparerPersonGrp/PhoneNum05306225445
ReturnHeader/PreparerPersonGrp/PreparationDt02024-09-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN W MILLER CPA
ReturnHeader/ReturnTs02024-09-18T13:42:37-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,127,788
Liabilities
$214
Net assets
$1,127,574
Revenue
$975,030
Expenses
$572,578
Net income
$402,452
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.87$0.47$0.40
2024Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.98$0.57$0.40
2023Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.48$0.58$0.10
2022Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.63$0.51$0.12
2021Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.60$0.33$0.27
2020Detailed filing. Detailed filing data is available for this year.$0.42$0.02$0.40$0.39$0.26$0.13
2019Detailed filing. Detailed filing data is available for this year.$0.27$0.27$0.17$0.17$0.01
2018Summary only. Only limited summary data is available for this year.$0.28$0.00$0.16$0.19$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.30$0.30$0.14$0.15$0.01
2016Summary only. Only limited summary data is available for this year.$0.27$0.00$0.07$0.05$0.02