Civic Intelligence

Upha Chapter 5 Inc.

990EZ • Fiscal year 2018 • EIN 47-5673951

Jan 01, 2018 to Dec 31, 2018 • Filed on Mar 14, 2019

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

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

45th percentile

1.0%

Higher net margin than 45% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

55th percentile

4.1%

Faster asset growth than 55% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

35th percentile

-9.3%

Faster revenue growth than 35% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$43,011

Up $1,695 (+4.1%) from 2017

Net Assets

Up

$43,011

Up $1,695 (+4.1%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin45th percentile

Revenue

Down

$165,803

Down $16,976 (-9.3%) from 2017

Expenses

Up

$164,108

Up $8,899 (+5.7%) from 2017

Net Income

Down

$1,695

Down $25,875 (-94%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2018

Assets$43,011
Liabilities$0
Net Assets$43,011
Open 2018 Filing

Operations Trend

Revenue Growth35th 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

2018

Revenue$165,803
Expenses$164,108
Net Income$1,695
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Mar 14, 2019
Return Version
2018v3.1
Gross Receipts
$165,803
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--
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
Member
Phone
8162972975
Signed
2019-03-14
Discuss with paid preparer
No

Preparer

Firm
Engelhardt Bookkeeping & Tax LLC
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 2,075bank fees 308returned check (309)dues 350supplies 109insurance 664dues 3,755travel and meetings 5,829show expenses 140,142other 11,000”

Raw XML Appendix135 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/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/BOYAmt041316
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt043011
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02407
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01695
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0125
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt041316
IRS990EZ/Form990TotalAssetsGrp/EOYAmt043011
IRS990EZ/GrossReceiptsAmt0165803
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt041316
IRS990EZ/NetAssetsOrFundBalancesEOYAmt043011
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt041316
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt043011
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/OtherExpensesTotalAmt0163923
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PrimaryExemptPurposeTxt0SEE ORGANIZATIONS PRIMARY EXEMPT PURPOS
IRS990EZ/PrintingPublicationsPostageAmt060
IRS990EZ/ProgramServiceRevenueAmt0163396
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/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0164108
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0165803
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0129035
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0182779
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0126537
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0152527
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0590878
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt021844
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt021844
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0612722
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0129035
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0182779
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0126537
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0174371
IRS990ScheduleA/Total509Grp/TotalAmt0612722
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0129035
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0182779
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0126537
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0174371
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0612722
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTADVERTISING 2,075BANK FEES 308RETURNED CHECK (309)DUES 350SUPPLIES 109INSURANCE 664DUES 3,755TRAVEL AND MEETINGS 5,829SHOW EXPENSES 140,142OTHER 11,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0CONNIE PRUDEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MEMBER
ReturnHeader/BusinessOfficerGrp/PhoneNum08162972975
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-14
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/AtSubmissionCreationDeviceId08648397D1986B6EC73833169227A0C8A1F344A90
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08648397D1986B6EC73833169227A0C8A1F344A90
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId04370282019134mbgwcee
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-05-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.40.247.149
ReturnHeader/FilingSecurityInformation/IPDt02019-05-14
ReturnHeader/FilingSecurityInformation/IPTm012:31:49
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Engelhardt Bookkeeping & Tax LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 217
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Adrian
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064720
ReturnHeader/PreparerPersonGrp/PhoneNum08162974185
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0S Troy Engelhardt
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-05-14T11:24:53-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,011
Liabilities
$0
Net assets
$43,011
Revenue
$165,803
Expenses
$164,108
Net income
$1,695
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