Civic Intelligence

Upton Planning Committee Inc.

990EZ • Fiscal year 2016 • EIN 52-1016700

Jul 01, 2015 to Jun 30, 2016 • Filed on May 15, 2017

Organization Profilehttp//www.historicupton.com
828 N Carrollton AvenueBaltimore, MD 21217

(410) 299-1535

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

35th percentile

-2.5%

Higher net margin than 35% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

90th percentile

$42,750

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 38.3% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

13th percentile

-35%

Faster asset growth than 13% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

88th percentile

59%

Faster revenue growth than 88% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$5,064

Down $2,756 (-35%) from 2015

Net Assets

Down

$5,064

Down $2,756 (-35%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin35th percentile

Revenue

Up

$111,629

Up $41,305 (+59%) from 2015

Expenses

Up

$114,385

Up $45,564 (+66%) from 2015

Net Income

Down

-$2,756

Down $4,259 (-283%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$800K$600K$400K$200K$0-$200KAssets 2014: $0Net Assets 2014: $02014Assets 2015: $7,820Net Assets 2015: $7,8202015Assets 2016: $5,064Net Assets 2016: $5,0642016Assets 2017: $0Net Assets 2017: $02017Assets 2018: $0Net Assets 2018: $02018Assets 2019: $147,054Liabilities 2019: $141,077Net Assets 2019: $5,9772019Assets 2020: $164,361Liabilities 2020: $172,145Net Assets 2020: -$7,7842020Assets 2021: $552,228Liabilities 2021: $185,069Net Assets 2021: $367,1592021Assets 2022: $610,574Liabilities 2022: $317,948Net Assets 2022: $292,6262022Assets 2023: $601,478Liabilities 2023: $447,678Net Assets 2023: $153,8002023

Highlighted filing

2016

Assets$5,064
Liabilities-
Net Assets$5,064
Open 2016 Filing

Operations Trend

Revenue Growth88th percentile

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

$600K$400K$200K$0-$200KRevenue 2015: $70,324Expenses 2015: $68,821Net Income 2015: $1,5032015Revenue 2016: $111,629Expenses 2016: $114,385Net Income 2016: -$2,7562016Revenue 2019: $181,387Expenses 2019: $181,551Net Income 2019: -$1642019Revenue 2020: $256,154Expenses 2020: $297,185Net Income 2020: -$41,0312020Revenue 2021: $426,256Expenses 2021: $258,888Net Income 2021: $167,3682021Revenue 2022: $98,680Expenses 2022: $173,793Net Income 2022: -$75,1132022Revenue 2023: $0Expenses 2023: $135,430Net Income 2023: -$135,4302023

Highlighted filing

2016

Revenue$111,629
Expenses$114,385
Net Income-$2,756
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 15, 2017
Return Version
2015v3.0
Gross Receipts
$111,629
Mission and Program Overview

Mission

Inspire community pride by renovating historic places of value

Program Services

DescriptionGrantsExpenses
Overseeing the preservation and improvement of the neighborhood-$54,658
Acting as a liaison and advocate for the neighborhood to the City government-$27,329
Organizing neighborhood events and fundraising-$12,723
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Wanda G BestExecutive DirectorFT$42,750-$42,750
Norma GreenPresident-$0--
Steva KomehSecretary-$0--
Ernest GreenTreasurer-$0--
Kali MaddenMember-$0--
James HamlinMember-$0--
Janet AllenMember-$0--
James HillMember-$0--
Diane SydnorMember-$0--
Filing and Contact Details

Filer

Filer Name
Upton Planning Committee Inc
EIN
52-1016700
Phone
4102991535
Address
828 N Carrollton Avenue, Baltimore, MD 21217

Signing Officer

Name
Wanda G Best
Title
Executive Director
Phone
4102991535
Signed
2017-05-15
Discuss with paid preparer
Yes

Preparer

Firm
DAS Unlimited Inc
Address
3908 Ellis Street, Capitol Heights, MD 20743
Preparer
Tamika L Washington
Phone
3015684430
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Travel 1,115”

Form 990-EZ, Part I, Line 16, Other Expenses

“Meals and entertainment 72”

Form 990-EZ, Part I, Line 16, Other Expenses

“Conferences, conventions, and meetings 1,546”

Form 990-EZ, Part I, Line 16, Other Expenses

“Supplies 1,410”

Form 990-EZ, Part I, Line 16, Other Expenses

“Licenses and Permits 40”

Form 990-EZ, Part I, Line 16, Other Expenses

“Telecommunications 99”

Form 990-EZ, Part I, Line 16, Other Expenses

“Insurance 852”

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
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IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0828 N Carrollton Avenue
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Baltimore
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd021217
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07820
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IRS990EZ/DonorAdvisedFndsInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt0-2756
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt016476
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt07820
IRS990EZ/Form990TotalAssetsGrp/EOYAmt05064
IRS990EZ/GrossReceiptsAmt0111629
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07820
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt05064
IRS990EZ/OccupancyRentUtltsAndMaintAmt021609
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0001.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt342750
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Norma Green
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Steva Komeh
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Ernest Green
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Wanda G Best
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Kali Madden
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5James Hamlin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Janet Allen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7James Hill
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Diane Sydnor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Executive Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt05134
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Inspire community pride by renovating historic places of value
IRS990EZ/PrintingPublicationsPostageAmt014194
IRS990EZ/ProgramServiceRevenueAmt0109401
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Overseeing the preservation and improvement of the neighborhood
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Organizing neighborhood events and fundraising
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Acting as a liaison and advocate for the neighborhood to the City government
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt054658
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt112723
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt227329
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt056972
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt0114385
IRS990EZ/TotalProgramServiceExpensesAmt094710
IRS990EZ/TotalRevenueAmt0111629
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http//www.historicupton.com
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02228
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt060930
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt063158
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0109401
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0109401
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0172559
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0111629
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt060930
IRS990ScheduleA/Total509Grp/TotalAmt0172559
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0111629
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt060930
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0172559
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Travel 1,115
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Meals and entertainment 72
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, conventions, and meetings 1,546
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Supplies 1,410
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Licenses and Permits 40
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Telecommunications 99
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Insurance 852
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Wanda G Best
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum04102991535
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Upton Planning Committee Inc
ReturnHeader/Filer/BusinessNameControlTxt0UPTO
ReturnHeader/Filer/EIN0521016700
ReturnHeader/Filer/PhoneNum04102991535
ReturnHeader/Filer/USAddress/AddressLine1Txt0828 N Carrollton Avenue
ReturnHeader/Filer/USAddress/CityNm0Baltimore
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021217
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAS Unlimited Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03908 Ellis Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Capitol Heights
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020743
ReturnHeader/PreparerPersonGrp/PhoneNum03015684430
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tamika L Washington
ReturnHeader/ReturnTs02017-05-23T11:38:59-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,064
Liabilities
-
Net assets
$5,064
Revenue
$111,629
Expenses
$114,385
Net income
-$2,756
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$6.01$4.48$1.54$0.00$1.35$1.35
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.11$3.18$2.93$0.99$1.74$0.75
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.52$1.85$3.67$4.26$2.59$1.67
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.64$1.72$0.08$2.56$2.97$0.41
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$1.41$0.06$1.81$1.82$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.05$0.05$1.12$1.14$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.08$0.08$0.70$0.69$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00