Civic Intelligence

The Upton Trio

990EZ • Fiscal year 2017 • EIN 56-2095065

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 13, 2017

Organization Profile
2233 Forest DriveCamden, SC 29020

(803) 425-7676

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

75th percentile

19%

Higher net margin than 75% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

77th percentile

28%

Faster asset growth than 77% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

13th percentile

-37%

Faster revenue growth than 13% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$39,424

Up $8,654 (+28%) from 2016

Net Assets

Up

$39,424

Up $8,654 (+28%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin75th percentile

Revenue

Down

$45,235

Down $27,090 (-37%) from 2016

Expenses

Down

$36,581

Down $10,642 (-23%) from 2016

Net Income

Down

$8,654

Down $16,448 (-66%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$80K$60K$40K$20K$0Assets 2011: $10,642Liabilities 2011: $02011Assets 2012: $3,975Liabilities 2012: $02012Assets 2013: $8,147Liabilities 2013: $02013Assets 2014: $2,640Liabilities 2014: $0Net Assets 2014: $2,6402014Assets 2015: $5,668Liabilities 2015: $0Net Assets 2015: $5,6682015Assets 2016: $30,770Liabilities 2016: $0Net Assets 2016: $30,7702016Assets 2017: $39,424Liabilities 2017: $0Net Assets 2017: $39,4242017Assets 2018: $45,776Liabilities 2018: $0Net Assets 2018: $45,7762018Assets 2019: $59,682Liabilities 2019: $0Net Assets 2019: $59,6822019Assets 2020: $56,775Liabilities 2020: $0Net Assets 2020: $56,7752020Assets 2021: $55,618Liabilities 2021: $0Net Assets 2021: $55,6182021Assets 2022: $67,422Liabilities 2022: $0Net Assets 2022: $67,4222022Assets 2023: $53,310Liabilities 2023: $0Net Assets 2023: $53,3102023

Highlighted filing

2017

Assets$39,424
Liabilities$0
Net Assets$39,424
Open 2017 Filing

Operations Trend

Revenue Growth13th percentile

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

$100K$50K$0-$50KRevenue 2011: $33,080Expenses 2011: $24,211Net Income 2011: $8,8692011Revenue 2012: $27,030Expenses 2012: $33,697Net Income 2012: -$6,6672012Revenue 2013: $44,685Expenses 2013: $40,513Net Income 2013: $4,1722013Revenue 2014: $33,440Expenses 2014: $38,947Net Income 2014: -$5,5072014Revenue 2015: $40,657Expenses 2015: $37,629Net Income 2015: $3,0282015Revenue 2016: $72,325Expenses 2016: $47,223Net Income 2016: $25,1022016Revenue 2017: $45,235Expenses 2017: $36,581Net Income 2017: $8,6542017Revenue 2018: $45,287Expenses 2018: $38,935Net Income 2018: $6,3522018Revenue 2019: $42,661Expenses 2019: $28,755Net Income 2019: $13,9062019Revenue 2020: $26,406Expenses 2020: $29,313Net Income 2020: -$2,9072020Revenue 2021: $100Expenses 2021: $1,257Net Income 2021: -$1,1572021Revenue 2022: $56,385Expenses 2022: $44,581Net Income 2022: $11,8042022Revenue 2023: $33,595Expenses 2023: $47,707Net Income 2023: -$14,1122023

Highlighted filing

2017

Revenue$45,235
Expenses$36,581
Net Income$8,654
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$45,235
Mission and Program Overview

Mission

Performances of multicultural music

Program Services

DescriptionGrantsExpenses
THE GROUP PROMOTES MULTICULTURAL MUSIC WITH ENSEMBLE PERFORMANCES IN PUBLIC SCHOOLS AND FOR THE GENERAL PUBLIC-$30,926
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Billy ShepherdManager & Artistic DirectorPT$0--
Mary Y ClarkDirector-$0--
Margaret C LawhornPresident-$0--
Ben SchreinerDirector-$0--
JoAnn SchwartzDirector-$0--
Fred SheheenDirector-$0--
Alisa G TaylorDirector-$0--
Inis GibbesSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Upton Trio
EIN
56-2095065
Address
2233 FOREST DRIVE, Camden, SC 29020

Signing Officer

Name
Billy Shepherd
Title
Managing Direct
Phone
8034324343
Signed
2017-11-13
Discuss with paid preparer
No

Preparer

Firm
Jerry W Stokes CPA LLC
Address
PO Box 115, Lugoff, SC 29078
Preparer
Jerry Stokes
Phone
8034080005
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountCatering 1,155Marketing 569Piano Rentals 100Supplies 646”

Raw XML Appendix174 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/PersonNm0SUSAN ELLIOTT
IRS990EZ/BooksInCareOfDetail/PhoneNum08034257676
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0FINE ARTS CENTER
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Camden
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029020
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030770
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt039424
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt039439
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08654
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt033048
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt030770
IRS990EZ/Form990TotalAssetsGrp/EOYAmt039424
IRS990EZ/GrossReceiptsAmt045235
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt030770
IRS990EZ/NetAssetsOrFundBalancesEOYAmt039424
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030770
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt039424
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Billy Shepherd
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Mary Y Clark
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Margaret C Lawhorn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Ben Schreiner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JoAnn Schwartz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Fred Sheheen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Alisa G Taylor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Inis Gibbes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Manager & Artistic Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt02470
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PERFORMANCES OF MULTICULTURAL MUSIC
IRS990EZ/PrintingPublicationsPostageAmt01063
IRS990EZ/ProgramServiceRevenueAmt05796
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE GROUP PROMOTES MULTICULTURAL MUSIC WITH ENSEMBLE PERFORMANCES IN PUBLIC SCHOOLS AND FOR THE GENERAL PUBLIC
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt030926
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0SC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt036581
IRS990EZ/TotalProgramServiceExpensesAmt030926
IRS990EZ/TotalRevenueAmt045235
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt039439
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt061750
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt035657
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt031190
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt042060
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0210096
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt026246
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0210096
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt039439
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt061750
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt035657
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt031190
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt042060
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0210096
IRS990ScheduleA/TotalSupportAmt0210096
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/ExplanationTxt0Description AmountCatering 1,155Marketing 569Piano Rentals 100Supplies 646
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Billy Shepherd
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING DIRECT
ReturnHeader/BusinessOfficerGrp/PhoneNum08034324343
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE UPTON TRIO
ReturnHeader/Filer/BusinessNameControlTxt0UPTO
ReturnHeader/Filer/EIN0562095065
ReturnHeader/Filer/USAddress/AddressLine1Txt02233 FOREST DRIVE
ReturnHeader/Filer/USAddress/CityNm0Camden
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029020
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F3599BA85AC6DCCD47CA647149CE91CB2F471E5E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F3599BA85AC6DCCD47CA647149CE91CB2F471E5E
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId057526020173170jzckar
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-11-13
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0172.2.56.60
ReturnHeader/FilingSecurityInformation/IPDt02017-11-13
ReturnHeader/FilingSecurityInformation/IPTm011:54:45
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0582277318
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jerry W Stokes CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 115
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lugoff
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029078
ReturnHeader/PreparerPersonGrp/PhoneNum08034080005
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jerry Stokes
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-10T08:50:51-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,424
Liabilities
$0
Net assets
$39,424
Revenue
$45,235
Expenses
$36,581
Net income
$8,654
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$53.3$0.00$53.3$33.6$47.7$14.1
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$67.4$0.00$67.4$56.4$44.6$11.8
2021Detailed filing. Detailed filing data is available for this year.$55.6$0.00$55.6$0.10$1.26$1.16
2020Detailed filing. Detailed filing data is available for this year.$56.8$0.00$56.8$26.4$29.3$2.91
2019Detailed filing. Detailed filing data is available for this year.$59.7$0.00$59.7$42.7$28.8$13.9
2018Detailed filing. Detailed filing data is available for this year.$45.8$0.00$45.8$45.3$38.9$6.35
2017Detailed filing. Detailed filing data is available for this year.$39.4$0.00$39.4$45.2$36.6$8.65
2016Detailed filing. Detailed filing data is available for this year.$30.8$0.00$30.8$72.3$47.2$25.1
2015Detailed filing. Detailed filing data is available for this year.$5.67$0.00$5.67$40.7$37.6$3.03
2014Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$33.4$38.9$5.51
2013Summary only. Only limited summary data is available for this year.$8.15$0.00$44.7$40.5$4.17
2012Summary only. Only limited summary data is available for this year.$3.98$0.00$27.0$33.7$6.67
2011Summary only. Only limited summary data is available for this year.$10.6$0.00$33.1$24.2$8.87