Civic Intelligence

The Onward and Upward Charitable Foundation

990PF • Fiscal year 2016 • EIN 47-4940206

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 09, 2017

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

97th percentile

90%

Higher net margin than 97% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

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.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

99th percentile

896%

Faster asset growth than 99% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

99th percentile

900%

Faster revenue growth than 99% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$99,640

Up $89,637 (+896%) from 2015

Net Assets

$99,640

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin97th percentile

Revenue

Up

$100,016

Up $90,013 (+900%) from 2015

Expenses

Up

$10,379

Up $10,379 from 2015

Net Income

Up

$89,637

Up $79,634 (+796%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$3.0M$2.0M$1.0M$0Assets 2015: $10,003Liabilities 2015: $02015Assets 2016: $99,640Liabilities 2016: $0Net Assets 2016: $99,6402016Assets 2017: $119,969Liabilities 2017: $0Net Assets 2017: $119,9692017Assets 2018: $202,645Liabilities 2018: $0Net Assets 2018: $202,6452018Assets 2019: $332,362Liabilities 2019: $1Net Assets 2019: $332,3622019Assets 2020: $611,057Liabilities 2020: $1Net Assets 2020: $611,0572020Assets 2021: $1,410,029Liabilities 2021: $1Net Assets 2021: $1,410,0292021Assets 2022: $1,969,428Liabilities 2022: $1Net Assets 2022: $1,969,4282022Assets 2023: $2,088,084Liabilities 2023: $1Net Assets 2023: $2,088,0842023Assets 2024: $2,031,396Liabilities 2024: $0Net Assets 2024: $2,031,3962024

Highlighted filing

2016

Assets$99,640
Liabilities$0
Net Assets$99,640
Open 2016 Filing

Operations Trend

Revenue Growth99th percentile

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

$1.0M$500K$0-$500KRevenue 2015: $10,003Expenses 2015: $0Net Income 2015: $10,0032015Revenue 2016: $100,016Expenses 2016: $10,379Net Income 2016: $89,6372016Revenue 2017: $25,029Expenses 2017: $4,700Net Income 2017: $20,3292017Revenue 2018: $105,401Expenses 2018: $22,725Net Income 2018: $82,6762018Revenue 2019: $166,650Expenses 2019: $36,933Net Income 2019: $129,7172019Revenue 2020: $304,585Expenses 2020: $25,890Net Income 2020: $278,6952020Revenue 2021: $854,208Expenses 2021: $55,236Net Income 2021: $798,9722021Revenue 2022: $646,059Expenses 2022: $86,660Net Income 2022: $559,3992022Revenue 2023: $207,851Expenses 2023: $89,195Net Income 2023: $118,6562023Revenue 2024: $73,278Expenses 2024: $129,966Net Income 2024: -$56,6882024

Highlighted filing

2016

Revenue$100,016
Expenses$10,379
Net Income$89,637
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 9, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kathryn A ClarkTreas-$0--
Ken ClarkSec-$0--
Kevin Christopher ClarkTreas-$0--
Kevin ClarkPres / Director-$0--
Filing and Contact Details

Filer

Filer Name
The Onward and Upward Charitable Foundation
EIN
47-4940206
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Kevin C Clark
Title
President
Phone
8008391754
Signed
2017-03-09
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix245 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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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt038399
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt038399
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0576
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Kathryn A Clark
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Ken Clark
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Kevin Christopher Clark
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Treas
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Pres / Dir
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Wilmington
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IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt010204
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Onward Search LLC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0c/o Alex Ruiz 64 Danbury Road
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Administrative Set-Up Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Delaware Incorporation Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4IRS Application Fees
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt14500
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2500
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3850
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt425
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0175
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4850
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt525
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN C CLARK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Onward and Upward Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ONWA
ReturnHeader/Filer/EIN0474940206
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A03CA8425FE017993163D7917FD3F5FFAC126974
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId006391520170905000067
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-03-31
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt05.102.240.171
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0One Hollow Ln Ste 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lake Success
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02017-03-31T13:40:51-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$99,640
Liabilities
$0
Net assets
$99,640
Revenue
$100,016
Expenses
$10,379
Net income
$89,637
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.07$0.13$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.21$0.09$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.65$0.09$0.56
2021Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.85$0.06$0.80
2020Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.30$0.03$0.28
2019Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.17$0.04$0.13
2018Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.11$0.02$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.03$0.00$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.10$0.01$0.09
2015Summary only. Only limited summary data is available for this year.$0.01$0.00$0.01$0.00$0.01