Civic Intelligence

Upha Chapter 5 Inc.

990EZ • Fiscal year 2016 • EIN 47-5673951

Jan 01, 2016 to Dec 31, 2016 • Filed on May 15, 2017

15119 NE County Rd 7743Adrian, MO 64720

(816) 297-2975

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

36th percentile

-1.9%

Higher net margin than 36% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

24th percentile

-15%

Faster asset growth than 24% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

24th percentile

-20%

Faster revenue growth than 24% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$14,404

Down $2,625 (-15%) from 2015

Net Assets

Down

$14,404

Down $2,625 (-15%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$136,503

Down $34,709 (-20%) from 2015

Expenses

Down

$139,128

Down $19,530 (-12%) from 2015

Net Income

Down

-$2,625

Down $15,179 (-121%) from 2015

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2015: $17,029Net Assets 2015: $17,0292015Assets 2016: $14,404Net Assets 2016: $14,4042016Assets 2017: $41,316Liabilities 2017: $0Net Assets 2017: $41,3162017Assets 2018: $43,011Liabilities 2018: $0Net Assets 2018: $43,0112018Assets 2020: $65,924Net Assets 2020: $65,9242020Assets 2021: $63,871Net Assets 2021: $63,8712021Assets 2022: $86,367Liabilities 2022: $388Net Assets 2022: $85,9792022Assets 2023: $104,826Liabilities 2023: $2,038Net Assets 2023: $102,7882023Assets 2024: $103,739Net Assets 2024: $103,7392024

Highlighted filing

2016

Assets$14,404
Liabilities-
Net Assets$14,404

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2015: $171,212Expenses 2015: $158,658Net Income 2015: $12,5542015Revenue 2016: $136,503Expenses 2016: $139,128Net Income 2016: -$2,6252016Revenue 2017: $182,779Expenses 2017: $155,209Net Income 2017: $27,5702017Revenue 2018: $165,803Expenses 2018: $164,108Net Income 2018: $1,6952018Revenue 2020: $125,059Expenses 2020: $93,352Net Income 2020: $31,7072020Revenue 2021: $56,883Expenses 2021: $58,936Net Income 2021: -$2,0532021Revenue 2022: $65,380Expenses 2022: $43,272Net Income 2022: $22,1082022Revenue 2023: $25,025Expenses 2023: $8,216Net Income 2023: $16,8092023Revenue 2024: $191,971Expenses 2024: $191,020Net Income 2024: $9512024

Highlighted filing

2016

Revenue$136,503
Expenses$139,128
Net Income-$2,625
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 15, 2017
Return Version
2016v3.0
Gross Receipts
$141,488
Mission and Program Overview

Mission

The primary purpose is to better the conditions of those engaged in the pursuit of various equine related activities in the State of Missouri. The organization

To promote the development and improvement of the horse in MO.

Program Services

DescriptionGrantsExpenses
To help those engaged in various equine activities, support research aimed at helping horses and to promote conditions of the show horse.-$138,037
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT STEZOVSKYPresidentPT$0--
LORI BAKERTreasurer-$0--
CAROL CARLSONSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Upha Chapter 5 Inc
EIN
47-5673951
Phone
8162972975
Address
15119 NE COUNTY RD 7743, ADRIAN, MO 64720

Signing Officer

Name
Robert Stevoksy
Title
President
Phone
8162972975
Signed
2017-05-15

Preparer

Firm
Julia E Hampton CPA Pc
Address
26 SE 3rd STREET SUITE 200, LEES SUMMIT, MO 64063
Preparer
Julia Hampton CPA
Phone
8165540394
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

ADVERTISING 275.

Form 990EZ, Part I, Line 16

AWARDS 650.

Form 990EZ, Part I, Line 16

BANK FEES 15.

Form 990EZ, Part I, Line 16

DONATION 1175.

Form 990EZ, Part I, Line 16

Dues & subscriptions 125.

Form 990EZ, Part I, Line 16

INSURANCE 510.

Form 990EZ, Part I, Line 16

SHOW EXPENSES 132738.

Form 990EZ, Part I, Line 16

SUPPLIES 159.

Form 990EZ, Part I, Line 16

SPONSORSHIPS 700.

Form 990EZ, Part I, Line 16

TRAVEL 1540.

Raw XML Appendix151 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0LORI BAKER
IRS990EZ/BooksInCareOfDetail/PhoneNum08162236067
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt022801 E 189TH STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PLEASANT HILL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd064080
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt017029
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014404
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt010666
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2625
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01070
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt017029
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014404
IRS990EZ/FundraisingGrossIncomeAmt014951
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0141488
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt017029
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014404
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt017029
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014404
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROBERT STEZOVSKY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LORI BAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CAROL CARLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0137887
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To promote the development and improvement of the horse in MO.
IRS990EZ/PrintingPublicationsPostageAmt0171
IRS990EZ/ProgramServiceRevenueAmt0115871
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To help those engaged in various equine activities, support research aimed at helping horses and to promote conditions of the show horse.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0138037
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt04985
IRS990EZ/SpecialEventsNetIncomeLossAmt09966
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0139128
IRS990EZ/TotalProgramServiceExpensesAmt0138037
IRS990EZ/TotalRevenueAmt0136503
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0126537
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0152527
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0279064
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt021844
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt021844
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0300908
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0126537
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0174371
IRS990ScheduleA/Total509Grp/TotalAmt0300908
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0300908
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADVERTISING 275.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AWARDS 650.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK FEES 15.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DONATION 1175.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DUES & SUBSCRIPTIONS 125.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INSURANCE 510.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SHOW EXPENSES 132738.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SUPPLIES 159.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SPONSORSHIPS 700.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TRAVEL 1540.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT STEVOKSY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08162972975
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPHA CHAPTER 5 INC
ReturnHeader/Filer/BusinessNameControlTxt0UPHA
ReturnHeader/Filer/EIN0475673951
ReturnHeader/Filer/PhoneNum08162972975
ReturnHeader/Filer/USAddress/AddressLine1Txt015119 NE COUNTY RD 7743
ReturnHeader/Filer/USAddress/CityNm0ADRIAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd064720
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C7DE422B8811C3E8D5C4BD1A243BB774A6A88C33
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C7DE422B8811C3E8D5C4BD1A243BB774A6A88C33
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.166.21.170
ReturnHeader/FilingSecurityInformation/IPDt02017-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm012:01:33
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JULIA E HAMPTON CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt026 SE 3rd STREET SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEES SUMMIT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064063
ReturnHeader/PreparerPersonGrp/PhoneNum08165540394
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIA HAMPTON CPA
ReturnHeader/ReturnTs02017-05-15T12:01:47-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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Filings