Civic Intelligence

Upper Room Dining Hall Inc.

990 • Fiscal year 2023 • EIN 47-4732040

Jul 01, 2022 to Jun 30, 2023 • Filed on May 10, 2023

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

34th percentile

0.00x

Higher debt load relative to assets than 34% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

34th percentile

0.00x

Higher debt load relative to revenue than 34% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

16th percentile

-20%

Higher net margin than 16% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

22nd percentile

-6.7%

Faster asset growth than 22% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

15th percentile

-24%

Faster revenue growth than 15% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets34th percentile

Assets

Down

$696,467

Down $50,291 (-6.7%) from 2022

Net Assets

Down

$696,153

Down $50,605 (-6.8%) from 2022

Liabilities

Up

$314

Up $314 from 2022

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin16th percentile

Revenue

Down

$480,652

Down $151,405 (-24%) from 2022

Expenses

Up

$579,171

Up $64,445 (+13%) from 2022

Net Income

Down

-$98,519

Down $215,850 (-184%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2023

Assets$696,467
Liabilities$314
Net Assets$696,153
Open 2023 Filing

Operations Trend

Revenue Growth15th 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

2023

Revenue$480,652
Expenses$579,171
Net Income-$98,519
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 10, 2023
Return Version
2022v5.0
Gross Receipts
$480,652
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$527,819$486,951▼ $40,868
Land, Buildings, and Equipment, Net$104,807$115,202▲ $10,395
Cash and Non-Interest-Bearing Accounts$90,379$92,854▲ $2,475
Savings and Temporary Cash Investments$15,955--
Intangible Assets$3,748$1,460▼ $2,288
Total Assets$746,758$696,467▼ $50,291
Other Assets Total$4,050--
Liabilities
Accounts Payable and Accrued Expenses-$314-
Total Liabilities$0$314▲ $314
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$746,758$696,153▼ $50,605
Total Net Assets Fund Balance$746,758$696,153▼ $50,605
Total Liabilities and Net Assets / Fund Balance$746,758$696,467▼ $50,291

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$72,209$51,131$123,340
Equipment$42,993$50,358$93,351
Compensation and Service Providers
Top Officer Pay54th 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
$486,962
Program Service Revenue
$0
Investment Income
$-6,310
Other Revenue
$0
All Other Contributions
$486,962
Change in Net Assets
$-98,519
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$333,424
Salaries, Compensation, and Employee Benefits$245,247
Grants and Similar Amounts Paid$500
Total Fundraising Expense$50
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$184,324--$184,324
All Other Expenses$27,406$21,695$50$49,151
Occupancy$44,839--$44,839
Other Employee Benefits$31,751--$31,751
Depreciation Depletion$19,044--$19,044
Pension Plan Contributions$16,318--$16,318
Payroll Taxes$12,854--$12,854
Other Expenses$12,268--$12,268
Insurance$3,806$6,542-$10,348
Fees for Services Accounting-$8,602-$8,602
Office Expenses-$5,878-$5,878
Grants to Domestic Orgs$500--$500
Total Functional Expenses$536,404$42,717$50$579,171
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
2023-05-10
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
350

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 6,192 unrealized investment losses 41,722 total 47,914”

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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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IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt093351
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0115202
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COPY OF FORM 990 PROVIDED TO BOARD PRIOR TO FILING TAX RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOOK / TAX DEPRECIATION DIFFERENCE 6,192 UNREALIZED INVESTMENT LOSSES 41,722 TOTAL 47,914
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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0746758
IRS990/TotalAssetsEOYAmt0696467
IRS990/TotalAssetsGrp/BOYAmt0746758
IRS990/TotalAssetsGrp/EOYAmt0696467
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0486962
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt050
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt042717
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0536404
IRS990/TotalFunctionalExpensesGrp/TotalAmt0579171
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt0314
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt0314
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0746758
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0696153
IRS990/TotalProgramServiceExpensesAmt0536404
IRS990/TotalRevenueGrp/ExclusionAmt0-6310
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0480652
IRS990/TotalVolunteersCnt0350
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0746758
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0696467
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02709 BARNESTEAD PLACE
IRS990/USAddress/CityNm0PLACERVILLE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095667
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0UPPERROOMDININGHALL.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DERRELL ROBERTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05309197834
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-10
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/PreparationDt02024-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN W MILLER CPA
ReturnHeader/ReturnTs02024-05-14T17:40:03-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DERRELL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROBERTS
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$696,467
Liabilities
$314
Net assets
$696,153
Revenue
$480,652
Expenses
$579,171
Net income
-$98,519
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