Civic Intelligence

Upha Chapter 5 Inc.

990EZ • Fiscal year 2024 • EIN 47-5673951

Jan 01, 2024 to Dec 31, 2024 • Filed on Feb 27, 2025

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

Score unavailable

No value available

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

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

44th percentile

0.5%

Higher net margin than 44% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

45th percentile

-1.0%

Faster asset growth than 45% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

667%

Faster revenue growth than 99% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$103,739

Down $1,087 (-1.0%) from 2023

Net Assets

Up

$103,739

Up $951 (+0.9%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin44th percentile

Revenue

Up

$191,971

Up $166,946 (+667%) from 2023

Expenses

Up

$191,020

Up $182,804 (+2225%) from 2023

Net Income

Down

$951

Down $15,858 (-94%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2024

Assets$103,739
Liabilities-
Net Assets$103,739
Open 2024 Filing

Operations Trend

Revenue Growth99th 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

2024

Revenue$191,971
Expenses$191,020
Net Income$951
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 27, 2025
Return Version
2024v5.0
Gross Receipts
$191,971
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

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$164,335
Compensation and Service Providers
Top Officer Pay79th 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
2025-02-27
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 1965.”

Form 990EZ, Part I, Line 16

“Fundraisers 165.”

Form 990EZ, Part I, Line 16

“Insurance 1979.”

Form 990EZ, Part I, Line 16

“Gifts 2683.”

Form 990EZ, Part I, Line 16

“Show Expenses 164335.”

Form 990EZ, Part I, Line 16

“Memberships 100.”

Form 990EZ, Part I, Line 16

“Office Expense 1260.”

Form 990EZ, Part I, Line 16

“Software 516.”

Form 990EZ, Part I, Line 16

“Travel 16995.”

Form 990EZ, Part I, Line 16

“Advertising 586.”

Form 990EZ, Part II, Line 26

“Other Liabilities 2038.”

Raw XML Appendix170 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/BOYAmt0104826
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0103739
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0187108
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0951
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0436
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0104826
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0103739
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0191971
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt04863
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0102788
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0103739
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0102788
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0103739
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/OtherExpensesTotalAmt0190584
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
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/ProgramServiceExpensesAmt0164335
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02038
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0191020
IRS990EZ/TotalProgramServiceExpensesAmt0164335
IRS990EZ/TotalRevenueAmt0191971
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0187108
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt025025
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt065380
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt056883
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0125059
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0459455
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/PublicSupportTotal509Amt0459455
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0187108
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt025025
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt065380
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt056883
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0125059
IRS990ScheduleA/Total509Grp/TotalAmt0459455
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0459455
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No business activity that would generate unrelated business income
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Credit Card Fees 1965.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Fundraisers 165.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance 1979.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Gifts 2683.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Show Expenses 164335.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Memberships 100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Office Expense 1260.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Software 516.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Travel 16995.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Advertising 586.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Other Liabilities 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 I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0John C Willis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08168087043
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-27
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/PreparationDt02025-02-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Larry C Boeshart CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-02-27T13:42:48-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$103,739
Liabilities
-
Net assets
$103,739
Revenue
$191,971
Expenses
$191,020
Net income
$951
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