Civic Intelligence

Upha Chapter 5 Inc.

990EZ • Fiscal year 2023 • EIN 47-5673951

Jan 01, 2023 to Dec 31, 2023 • Filed on May 08, 2024

Organization ProfileN/A
19605 E 11th Terr NIndependence, MO 64056

(816) 808-7043

Siviq Scores

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

Liabilities / Assets

70th percentile

0.02x

Higher debt load relative to assets than 70% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

81st percentile

0.08x

Higher debt load relative to revenue than 81% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

94th percentile

67%

Higher net margin than 94% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

74th percentile

21%

Faster asset growth than 74% of similar nonprofits.

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

Revenue Growth

8th percentile

-62%

Faster revenue growth than 8% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$104,826

Up $18,459 (+21%) from 2022

Net Assets

Up

$102,788

Up $16,809 (+20%) from 2022

Liabilities

Up

$2,038

Up $1,650 (+425%) from 2022

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin94th percentile

Revenue

Down

$25,025

Down $40,355 (-62%) from 2022

Expenses

Down

$8,216

Down $35,056 (-81%) from 2022

Net Income

Down

$16,809

Down $5,299 (-24%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2023

Assets$104,826
Liabilities$2,038
Net Assets$102,788
Open 2023 Filing

Operations Trend

Revenue Growth8th 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

2023

Revenue$25,025
Expenses$8,216
Net Income$16,809
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 8, 2024
Return Version
2023v5.0
Gross Receipts
$25,025
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

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 also supports reserarch aimed at improving the horse as a species and the developmen of a higher degree of efficiency for its members in the efforts to improve the general condition of the show horse industry

Program Services

DescriptionGrantsExpenses
Facility fees paid to State of Mo for use of the fairground.Officials fees for judge, show manager and show secretary$0$1,627
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kent SwallaPresidentPT$0--
John C WillisTreasurer-$0--
Sandy BackerSecretary-$0--
Filing and Contact Details

Filer

Filer Name
UPHA Chapter 5 Inc
EIN
47-5673951
Phone
8168087043
Address
19605 E 11th Terr N, Independence, MO 64056

Signing Officer

Name
John C Willis
Title
Treasurer
Phone
8168087043
Signed
2024-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Larry C Boeshart CPA
Address
2209 NE 107th Terr, Kansas City, MO 64155
Preparer
Larry C Boeshart CPA
Phone
8167340201
Supplemental Narrative

Additional Explanations

Pt V, Line 35B

“No business activity that would generate unrelated business income”

Form 990EZ, Part I, Line 16

“Credit Card Fees 2302.”

Form 990EZ, Part I, Line 16

“Fundraisers 364.”

Form 990EZ, Part I, Line 16

“Insurance 34.”

Form 990EZ, Part I, Line 16

“Gifts 2900.”

Form 990EZ, Part I, Line 16

“Show Expenses 1627.”

Form 990EZ, Part I, Line 16

“Memberships 277.”

Form 990EZ, Part I, Line 16

“Office Expense 36.”

Form 990EZ, Part II, Line 26

“Other Liabilities 388. 2038.”

Raw XML Appendix172 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/PersonNm0John C Willis
IRS990EZ/BooksInCareOfDetail/PhoneNum08168087043
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt019605 E 11th Terr N
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Independence
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd064056
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt086367
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0104826
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt025025
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt016809
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0431
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt086367
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0104826
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt025025
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt085979
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0102788
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt085979
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0102788
IRS990EZ/OccupancyRentUtltsAndMaintAmt0245
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
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/PersonNm0Kent Swalla
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1John C Willis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Sandy Backer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt07540
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The 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 also supports reserarch aimed at improving the horse as a species and the developmen of a higher degree of efficiency for its members in the efforts to improve the general condition of the show horse industry
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Facility fees paid to State of Mo for use of the fairground.Officials fees for judge, show manager and show secretary
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01627
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0388
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02038
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt08216
IRS990EZ/TotalProgramServiceExpensesAmt01627
IRS990EZ/TotalRevenueAmt025025
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt025025
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt065380
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt056883
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0125059
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0150030
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0422377
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0422377
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt025025
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt065380
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt056883
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0125059
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0150030
IRS990ScheduleA/Total509Grp/TotalAmt0422377
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0422377
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No business activity that would generate unrelated business income
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Credit Card Fees 2302.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Fundraisers 364.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance 34.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Gifts 2900.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Show Expenses 1627.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Memberships 277.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Office Expense 36.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Other Liabilities 388. 2038.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt V, Line 35b
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 II, Line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0John C Willis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08168087043
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPHA Chapter 5 Inc
ReturnHeader/Filer/BusinessNameControlTxt0UPHA
ReturnHeader/Filer/EIN0475673951
ReturnHeader/Filer/PhoneNum08168087043
ReturnHeader/Filer/USAddress/AddressLine1Txt019605 E 11th Terr N
ReturnHeader/Filer/USAddress/CityNm0Independence
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd064056
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0264732910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Larry C Boeshart CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02209 NE 107th Terr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Kansas City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064155
ReturnHeader/PreparerPersonGrp/PhoneNum08167340201
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Larry C Boeshart CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-08T18:37:26-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0John
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Willis
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$104,826
Liabilities
$2,038
Net assets
$102,788
Revenue
$25,025
Expenses
$8,216
Net income
$16,809
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