Civic Intelligence

Joe and Mary Upshaw Family Foundation

EIN 75-2685047 • Southlake, TX

651 E HighlandSouthlake, TX 76092
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2018

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2018

Net Margin

4th percentile

-869%

Higher net margin than 4% of similar nonprofits.

<$500k nonprofits • Source year 2018

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2018

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

8th percentile

-88%

Faster revenue growth than 8% of similar nonprofits.

<$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $1,529,188 (-100%) from 2017

Liabilities

Flat

$0

Flat from 2017

Net Assets

Down

$0

Down $1,529,188 (-100%) from 2017

Operations
Liabilities / Revenue66th percentileNet Margin4th percentile

Revenue

Down

$175,795

Down $1,258,871 (-88%) from 2017

Expenses

Up

$1,702,633

Up $1,685,270 (+9706%) from 2017

Net Income

Down

-$1,526,838

Down $2,944,141 (-208%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2010: $153,849Liabilities 2010: $0Net Assets 2010: $153,8492010Assets 2011: $152,909Liabilities 2011: $12011Assets 2012: $152,375Liabilities 2012: $0Net Assets 2012: $152,3752012Assets 2013: $183,205Liabilities 2013: $1Net Assets 2013: $183,2052013Assets 2014: $181,559Liabilities 2014: $1Net Assets 2014: $181,5592014Assets 2015: $170,106Liabilities 2015: $1Net Assets 2015: $170,1062015Assets 2016: $154,082Liabilities 2016: $0Net Assets 2016: $154,0822016Assets 2017: $1,529,188Liabilities 2017: $0Net Assets 2017: $1,529,1882017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2018

Assets$0
Liabilities$0
Net Assets$0
Open 2018 Filing

Operations Trend

Revenue Growth8th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $9532010Revenue 2011: $6,060Expenses 2011: $7,000Net Income 2011: -$9402011Expenses 2012: $02012Revenue 2013: $46,881Expenses 2013: $16,051Net Income 2013: $30,8302013Revenue 2014: $13,207Expenses 2014: $14,853Net Income 2014: -$1,6462014Revenue 2015: $1,455Expenses 2015: $12,908Net Income 2015: -$11,4532015Revenue 2016: -$3,314Expenses 2016: $12,710Net Income 2016: -$16,0242016Revenue 2017: $1,434,666Expenses 2017: $17,363Net Income 2017: $1,417,3032017Revenue 2018: $175,795Expenses 2018: $1,702,633Net Income 2018: -$1,526,8382018

Highlighted filing

2018

Revenue$175,795
Expenses$1,702,633
Net Income-$1,526,838
Open 2018 Filing

Filings

Most recent year

2018 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$175,795
Expenses
$1,702,633
Net income
-$1,526,838
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.18$1.70$1.53
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.00$1.53$1.43$0.02$1.42
2016Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.00$0.01$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.00$0.01$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.01$0.01$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.05$0.02$0.03
2012Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.00
2011Summary only. Only limited summary data is available for this year.$0.15$0.00$0.01$0.01$0.00
2010Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.00
Latest Detailed Filing

The latest 2018 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2016 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 9, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY UPSHAWCo-Trustee-$0--
MARY JO MILNERCo-Trustee-$0--
HUGH GENE UPSHAWCo-Trustee-$0--
RICHARD EVERMOND UPSHAWCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Joe and Mary Upshaw Family Foundation
EIN
75-2685047
Phone
8174889531
Address
651 E HIGHLAND, SOUTHLAKE, TX 76092

Signing Officer

Name
Mary Jo Milner
Title
Co-trustee
Signed
2017-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Margie S Mcqueen & Co
Address
6300 RIDGLEA PL STE 411, FORT WORTH, TX 76116-5706
Preparer
Margie S McQueen
Phone
8177313769
Raw XML Appendix290 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.

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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt03694
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt016
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARY UPSHAW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARY JO MILNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2HUGH GENE UPSHAW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3RICHARD EVERMOND UPSHAW
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SOUTHLAKE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd076092
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MARY JO MILNER
IRS990PF/StatementsRegardingActyGrp/PhoneNum08174889531
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt09000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0RELIGIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0CHRISTIAN SCIENCE BROADCAST COMMITT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05655 WEST NORTHWEST HIGHWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd075220
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt09000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt08072
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08072
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0470
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0983
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02381
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0928
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0470
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0983
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0928
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02381
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01453
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02194
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt11500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Management Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Tax Preparation Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02194
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt11500
TaxesSchedule/TaxesDetail/Amt016
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Tax Paid
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt016
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY JO MILNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOE AND MARY UPSHAW FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOEA
ReturnHeader/Filer/EIN0752685047
ReturnHeader/Filer/PhoneNum08174889531
ReturnHeader/Filer/USAddress/AddressLine1Txt0651 E HIGHLAND
ReturnHeader/Filer/USAddress/CityNm0SOUTHLAKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076092
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARGIE S MCQUEEN & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06300 RIDGLEA PL STE 411
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT WORTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0761165706
ReturnHeader/PreparerPersonGrp/PhoneNum08177313769
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Margie S McQueen
ReturnHeader/ReturnTs02017-11-09T12:21:49-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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