Civic Intelligence

Leading Upward Inc

990 • Fiscal year 2017 • EIN 47-5677411

Jan 01, 2017 to Dec 31, 2017 • Filed on May 17, 2018

4056 Glass Road NECedar Rapids, IA 52402

(319) 560-8801

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.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

57th percentile

0.00x

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

96th percentile

58%

Higher net margin than 96% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

95th percentile

88%

Faster asset growth than 95% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

4th percentile

-71%

Faster revenue growth than 4% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$159,652

Up $74,878 (+88%) from 2016

Net Assets

Up

$159,652

Up $74,878 (+88%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$129,164

Down $313,371 (-71%) from 2016

Expenses

Down

$54,286

Down $367,655 (-87%) from 2016

Net Income

Up

$74,878

Up $54,284 (+264%) from 2016

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2016: $84,774Liabilities 2016: $0Net Assets 2016: $84,7742016Assets 2017: $159,652Liabilities 2017: $0Net Assets 2017: $159,6522017Assets 2020: $52,252Liabilities 2020: $0Net Assets 2020: $52,2522020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2017

Assets$159,652
Liabilities$0
Net Assets$159,652

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2016: $442,535Expenses 2016: $421,941Net Income 2016: $20,5942016Revenue 2017: $129,164Expenses 2017: $54,286Net Income 2017: $74,8782017Revenue 2020: $7,099Expenses 2020: $91,200Net Income 2020: -$84,1012020Revenue 2021: $33Expenses 2021: $52,285Net Income 2021: -$52,2522021

Highlighted filing

2017

Revenue$129,164
Expenses$54,286
Net Income$74,878
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 17, 2018
Return Version
2017v2.2
Gross Receipts
$129,164
Mission and Program Overview

Mission

Research public policy,educate and inform iowans.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$84,774$159,652▲ $74,878
Savings and Temporary Cash Investments$57,404$149,715▲ $92,311
Cash and Non-Interest-Bearing Accounts$27,370$9,937▼ $17,433
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$84,774$159,652▲ $74,878
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$84,774$159,652▲ $74,878
Total Liabilities and Net Assets / Fund Balance$84,774$159,652▲ $74,878
Compensation and Service Providers

Board Members and Trustees

NameTitle
Daniel L SeufferleinPresident
Kimberly a ReemVP/sec/treas
Revenue and Support

Revenue Composition

Contributions and Grants
$129,000
Program Service Revenue
$0
Investment Income
$164
Other Revenue
$0
All Other Contributions
$129,000
Change in Net Assets
$74,878
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$39,286
Professional Fundraising Fees$15,000
Total Fundraising Expense$15,000
Grants and Similar Amounts Paid$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Professional Fundraising--$15,000$15,000
Fees for Services Legal-$1,373-$1,373
Fees for Services Accounting-$750-$750
Other Expenses$64--$64
All Other Expenses$26--$26
Total Functional Expenses$37,163$2,123$15,000$54,286
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$15,000
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Reviewed by the officers for accurate reporting of income and expense(s).

Form 990, Part VI, Section C, Line 19

All governing documents, financial statements,and policies are available for public inspection by contacting a current officer of the organization.

Filing and Contact Details

Filer

Filer Name
Leading Upward Inc
EIN
47-5677411
Phone
3195608801
Address
4056 GLASS ROAD NE, CEDAR RAPIDS, IA 52402

Signing Officer

Name
Kimberly a Reem
Title
VP/sec/treas
Phone
3195608801
Signed
2018-05-17

Organization Details

Principal Officer
Kimberly a Reem
Formed
2015
Legal Domicile
Ia
Voting Board Members
2
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
James T Brems Pc
Address
PO BOX 1386, CEDAR RAPIDS, IA 52406-1386
Preparer
James T Brems
Phone
3193640101
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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