Civic Intelligence

Upha Chapter 5 Inc.

990EZ • Fiscal year 2017 • EIN 47-5673951

Jan 01, 2017 to Dec 31, 2017 • Filed on May 08, 2018

Organization ProfileN/A
15119 NE County Road 7743Adrian, MO 64720

(816) 297-2975

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

71st percentile

15%

Higher net margin than 71% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

95th percentile

187%

Faster asset growth than 95% of similar nonprofits.

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

Revenue Growth

80th percentile

34%

Faster revenue growth than 80% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$41,316

Up $26,912 (+187%) from 2016

Net Assets

Up

$41,316

Up $26,912 (+187%) from 2016

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin71st percentile

Revenue

Up

$182,779

Up $46,276 (+34%) from 2016

Expenses

Up

$155,209

Up $16,081 (+12%) from 2016

Net Income

Up

$27,570

Up $30,195 (+1150%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

2017

Assets$41,316
Liabilities$0
Net Assets$41,316
Open 2017 Filing

Operations Trend

Revenue Growth80th percentile

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

2017

Revenue$182,779
Expenses$155,209
Net Income$27,570
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 8, 2018
Return Version
2017v2.2
Gross Receipts
$182,779
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

See organizations primary exempt purpos

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-$155,209
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELISSA SMITHPresidentPT$0--
CONNIE PRUDENTreasurer-$0--
LISA HELMERSecretary-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Connie Pruden
Title
Treasurer
Phone
8162972975
Signed
2018-05-08
Discuss with paid preparer
No

Preparer

Firm
Engelhardt Bookkeeping & Tax Svc
Address
PO Box 217, Adrian, MO 64720
Preparer
S Troy Engelhardt
Phone
8162974185
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountadvertising 265bank fees 36returned check 2,978dues 1,135supplies 72insurance 710sponsorships 300travel and meetings 2,782show expenses 146,496rounding (2)”

Raw XML Appendix138 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0CONNIE PRUDEN
IRS990EZ/BooksInCareOfDetail/PhoneNum08162972975
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt015119 NE COUNTY ROAD 7743
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ADRIAN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd064720
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013746
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt041316
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03286
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt027570
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0350
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt013746
IRS990EZ/Form990TotalAssetsGrp/EOYAmt041316
IRS990EZ/GrossReceiptsAmt0182779
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013746
IRS990EZ/NetAssetsOrFundBalancesEOYAmt041316
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013746
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt041316
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MELISSA SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CONNIE PRUDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LISA HELMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0154772
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE ORGANIZATIONS PRIMARY EXEMPT PURPOS
IRS990EZ/PrintingPublicationsPostageAmt087
IRS990EZ/ProgramServiceRevenueAmt0179493
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/ProgramServiceExpensesAmt0155209
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0155209
IRS990EZ/TotalProgramServiceExpensesAmt0155209
IRS990EZ/TotalRevenueAmt0182779
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0182779
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0126537
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0152527
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0461843
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt021844
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt021844
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0483687
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0182779
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0126537
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0174371
IRS990ScheduleA/Total509Grp/TotalAmt0483687
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0182779
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0126537
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0174371
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0483687
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTADVERTISING 265BANK FEES 36RETURNED CHECK 2,978DUES 1,135SUPPLIES 72INSURANCE 710SPONSORSHIPS 300TRAVEL AND MEETINGS 2,782SHOW EXPENSES 146,496ROUNDING (2)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0CONNIE PRUDEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08162972975
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPHA CHAPTER 5 INC
ReturnHeader/Filer/BusinessNameControlTxt0UPHA
ReturnHeader/Filer/EIN0475673951
ReturnHeader/Filer/USAddress/AddressLine1Txt015119 NE COUNTY ROAD 7743
ReturnHeader/Filer/USAddress/CityNm0ADRIAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd064720
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00E45C7100823711A23CF150B78333F95650C4B9E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00E45C7100823711A23CF150B78333F95650C4B9E
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId04370282018129khwuhu2
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-05-09
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.40.247.149
ReturnHeader/FilingSecurityInformation/IPDt02018-05-09
ReturnHeader/FilingSecurityInformation/IPTm011:44:08
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0900438345
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Engelhardt Bookkeeping & Tax Svc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 217
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Adrian
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064720
ReturnHeader/PreparerPersonGrp/PhoneNum08162974185
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0S Troy Engelhardt
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-09T11:20:52-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,316
Liabilities
$0
Net assets
$41,316
Revenue
$182,779
Expenses
$155,209
Net income
$27,570
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.04$1.04$1.92$1.91$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.05$0.02$1.03$0.25$0.08$0.17
2022Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.65$0.43$0.22
2021Detailed filing. Detailed filing data is available for this year.$0.64$0.64$0.57$0.59$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.66$0.66$1.25$0.93$0.32
2018Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$1.66$1.64$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$1.83$1.55$0.28
2016Detailed filing. Detailed filing data is available for this year.$0.14$0.14$1.37$1.39$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.17$0.17$1.71$1.59$0.13