Civic Intelligence

Udem Foundation

990 • Fiscal year 2021 • EIN 52-2272401

Jan 01, 2021 to Dec 31, 2021 • Filed on May 18, 2022

Organization ProfileN/A
3248 Prospect Street NWWashington, DC 20007

(202) 965-3983

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

86th percentile

49%

Higher net margin than 86% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

40th percentile

5.0%

Faster asset growth than 40% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

95th percentile

250%

Faster revenue growth than 95% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$4,606,237

Up $219,940 (+5.0%) from 2020

Net Assets

Up

$4,606,237

Up $219,940 (+5.0%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin86th percentile

Revenue

Up

$137,575

Up $98,305 (+250%) from 2020

Expenses

Up

$69,488

Up $5,225 (+8.1%) from 2020

Net Income

Up

$68,087

Up $93,080 (+372%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $75Liabilities 2011: $02011Assets 2012: $188Liabilities 2012: $0Net Assets 2012: $1882012Assets 2013: $108Liabilities 2013: $0Net Assets 2013: $1082013Assets 2014: $68Liabilities 2014: $0Net Assets 2014: $682014Assets 2015: $68Liabilities 2015: $0Net Assets 2015: $682015Assets 2016: $63Liabilities 2016: $0Net Assets 2016: $632016Assets 2017: $2,000,070Liabilities 2017: $0Net Assets 2017: $2,000,0702017Assets 2018: $3,896,341Liabilities 2018: $0Net Assets 2018: $3,896,3412018Assets 2019: $4,345,090Liabilities 2019: $0Net Assets 2019: $4,345,0902019Assets 2020: $4,386,297Liabilities 2020: $0Net Assets 2020: $4,386,2972020Assets 2021: $4,606,237Liabilities 2021: $0Net Assets 2021: $4,606,2372021Assets 2022: $4,138,228Liabilities 2022: $0Net Assets 2022: $4,138,2282022Assets 2023: $4,420,507Liabilities 2023: $0Net Assets 2023: $4,420,5072023Assets 2024: $4,758,666Liabilities 2024: $0Net Assets 2024: $4,758,6662024

Highlighted filing

2021

Assets$4,606,237
Liabilities$0
Net Assets$4,606,237
Open 2021 Filing

Operations Trend

Revenue Growth95th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,100Expenses 2011: $1,216Net Income 2011: -$1162011Revenue 2012: $200,275Expenses 2012: $200,162Net Income 2012: $1132012Revenue 2013: $250Expenses 2013: $330Net Income 2013: -$802013Revenue 2014: $32,220Expenses 2014: $32,260Net Income 2014: -$402014Revenue 2015: $25,300Expenses 2015: $25,300Net Income 2015: $02015Revenue 2016: $32,215Expenses 2016: $32,220Net Income 2016: -$52016Revenue 2017: $2,080,408Expenses 2017: $80,401Net Income 2017: $2,000,0072017Revenue 2018: $2,135,594Expenses 2018: $61,129Net Income 2018: $2,074,4652018Revenue 2019: $284,453Expenses 2019: $45,916Net Income 2019: $238,5372019Revenue 2020: $39,270Expenses 2020: $64,263Net Income 2020: -$24,9932020Revenue 2021: $137,575Expenses 2021: $69,488Net Income 2021: $68,0872021Revenue 2022: -$216,483Expenses 2022: $257,613Net Income 2022: -$474,0962022Revenue 2023: $149,285Expenses 2023: $200,353Net Income 2023: -$51,0682023Revenue 2024: $169,647Expenses 2024: $54,273Net Income 2024: $115,3742024

Highlighted filing

2021

Revenue$137,575
Expenses$69,488
Net Income$68,087
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 18, 2022
Return Version
2021v4.0
Gross Receipts
$137,575
Mission and Program Overview

Mission

The corporation shall be organized and operate exclusively to benefit, perform, and carry out the charitable, scientific, literary or educational purposes of the university of monterrey, mexico. It will provide information about and promote interest in the educational programs and resources within the university of monterrey and promote continuing relationships of loyalty and support for the university among its former students and friends and residents in the united states. It will also encourage individuals, corporations and charitable entities to become involved in and to provide financial and other support for education, teaching and research within the university of monterrey.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,310,428$4,440,132▲ $129,704
Cash and Non-Interest-Bearing Accounts$75,536$166,105▲ $90,569
Prepaid Expenses and Deferred Charges$333$0▼ $333
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$4,386,297$4,606,237▲ $219,940
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$4,386,297$4,606,237▲ $219,940
Total Net Assets Fund Balance$4,386,297$4,606,237▲ $219,940
Total Liabilities and Net Assets / Fund Balance$4,386,297$4,606,237▲ $219,940
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Victor Zorrilla VargasPresident
Alvaro Fernandez GarzaVice President
Luis Agustin Landa Garcia-tellDirector
Luis Rolando Miranda GarciaDirector
Thomas J ScanlonExecutive Direc
Carlos De La Garza SantosSecretary
Antoinio Jose Dieck AssadTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$36,162
Program Service Revenue
$0
Investment Income
$101,413
Other Revenue
$0
All Other Contributions
$36,162
Change in Net Assets
$68,087
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$41,312
Other Expenses$28,176
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$41,312--$41,312
Fees for Service Investment Mgmnt Fees$22,591--$22,591
Fees for Services Accounting-$3,750-$3,750
Other Expenses-$1,465-$1,465
Office Expenses$370--$370
Total Functional Expenses$64,273$5,215$0$69,488
International Activity

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
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, Line 11B: Form 990 Review Process

“The form 990 is reviewed by the executive director prior to filing.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“All documents are available at the foundation's office.”

Filing and Contact Details

Filer

Filer Name
Udem Foundation
EIN
52-2272401
Phone
2029653983
Address
3248 PROSPECT STREET NW, WASHINGTON, DC 20007

Signing Officer

Name
Thomas J Scanlon
Title
Executive Direc
Signed
2022-05-18
Discuss with paid preparer
Yes

Organization Details

Formed
2000
Legal Domicile
Dc
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Barbetti McHale LLC
Address
1421 East Drinker Street, Dunmore, PA 18512
Preparer
Joseph X Garvey CPA
Phone
5703462057
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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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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt036162
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt022159
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt020080
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02064857
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02080408
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04223666
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0101746
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt017111
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0264373
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt060574
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0443804
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0101746
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt017111
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0264373
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt060574
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0443804
IRS990ScheduleA/InvestmentIncomeCYPct00.09510
IRS990ScheduleA/InvestmentIncomePYPct00.07150
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.90490
IRS990ScheduleA/PublicSupportPY509Pct00.92850
IRS990ScheduleA/PublicSupportTotal509Amt04223666
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt036162
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt022159
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt020080
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02064857
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02080408
IRS990ScheduleA/Total509Grp/TotalAmt04223666
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0137908
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt039270
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0284453
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02125431
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02080408
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04667470
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleF/BoycottCountriesInd0false
IRS990ScheduleF/ForeignCorpOwnershipInd0false
IRS990ScheduleF/ForeignPartnershipInd0false
IRS990ScheduleF/GrantRecordsMaintainedInd0true
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0WIRE TRANSFE
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0PROMOTE EDUCATION
IRS990ScheduleF/InterestInForeignTrustInd0false
IRS990ScheduleF/PassiveForeignInvestmestCoInd0false
IRS990ScheduleF/TotalOtherOrgCnt01
IRS990ScheduleF/TransferToForeignCorpInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL DOCUMENTS ARE AVAILABLE AT THE FOUNDATION'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt04386297
IRS990/TotalAssetsEOYAmt04606237
IRS990/TotalAssetsGrp/BOYAmt04386297
IRS990/TotalAssetsGrp/EOYAmt04606237
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt036162
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05215
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt064273
IRS990/TotalFunctionalExpensesGrp/TotalAmt069488
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04386297
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04606237
IRS990/TotalProgramServiceExpensesAmt064273
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0101413
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0137575
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04386297
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04606237
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03248 PROSPECT STREET NW
IRS990/USAddress/CityNm0WASHINGTON
IRS990/USAddress/StateAbbreviationCd0DC
IRS990/USAddress/ZIPCd0200073214
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS J SCANLON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Direc
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UDEM FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0UDEM
ReturnHeader/Filer/EIN0522272401
ReturnHeader/Filer/PhoneNum02029653983
ReturnHeader/Filer/USAddress/AddressLine1Txt03248 PROSPECT STREET NW
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020007
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0851549759
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Barbetti McHale LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01421 East Drinker Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dunmore
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd018512
ReturnHeader/PreparerPersonGrp/PhoneNum05703462057
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH X GARVEY CPA
ReturnHeader/ReturnTs02022-05-18T07:48:42-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0THOMAS J
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCANLON
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,606,237
Liabilities
$0
Net assets
$4,606,237
Revenue
$137,575
Expenses
$69,488
Net income
$68,087
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.76$0.00$4.76$0.17$0.05$0.12
2023Detailed filing. Detailed filing data is available for this year.$4.42$0.00$4.42$0.15$0.20$0.05
2022Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.22$0.26$0.47
2021Detailed filing. Detailed filing data is available for this year.$4.61$0.00$4.61$0.14$0.07$0.07
2020Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$0.04$0.06$0.02
2019Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.28$0.05$0.24
2018Detailed filing. Detailed filing data is available for this year.$3.90$0.00$3.90$2.14$0.06$2.07
2017Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$2.08$0.08$2.00
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.03$0.03$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.03$0.03$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.03$0.03$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.20$0.20$0.00
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00