Civic Intelligence

Onward & Upward Initiative Charitable Trust

990PF • Fiscal year 2012 • EIN 75-2707910

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 14, 2013

Organization Profile
3824 Cedar Springs Road No 44975219
Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

62nd percentile

$0

Higher top officer pay than 62% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Source year 2012

Asset Growth

69th percentile

6.5%

Faster asset growth than 69% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$7,745,167

Up $475,472 (+6.5%) from 2011

Net Assets

$7,739,545

No earlier filing loaded for comparison.

Liabilities

Up

$5,622

Up $4,196 (+294%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$166,741

Up $48,948 (+42%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $7,381,410Liabilities 2010: $1,396Net Assets 2010: $7,380,0142010Assets 2011: $7,269,695Liabilities 2011: $1,4262011Assets 2012: $7,745,167Liabilities 2012: $5,622Net Assets 2012: $7,739,5452012Assets 2013: $7,247,493Liabilities 2013: $4,971Net Assets 2013: $7,242,5222013Assets 2014: $6,585,121Liabilities 2014: $1,3962014Assets 2015: $5,264,241Liabilities 2015: $774Net Assets 2015: $5,263,4672015Assets 2017: $4,170,150Liabilities 2017: $3,546Net Assets 2017: $4,166,6042017Assets 2019: $2,350,106Liabilities 2019: $4,060Net Assets 2019: $2,346,0462019Assets 2020: $2,286,310Liabilities 2020: $1,396Net Assets 2020: $2,284,9142020Assets 2021: $3,006,252Liabilities 2021: $1,396Net Assets 2021: $3,004,8562021Assets 2022: $1,399,686Liabilities 2022: $1,896Net Assets 2022: $1,397,7902022Assets 2023: $2,573,147Liabilities 2023: $32,9082023Assets 2024: $962,569Liabilities 2024: $0Net Assets 2024: $962,5692024

Highlighted filing

2012

Assets$7,745,167
Liabilities$5,622
Net Assets$7,739,545
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $93,0282010Revenue 2011: -$6,162Expenses 2011: $117,793Net Income 2011: -$123,9552011Expenses 2012: $166,7412012Revenue 2013: -$358,858Expenses 2013: $602,458Net Income 2013: -$961,3162013Revenue 2014: $137,318Expenses 2014: $891,862Net Income 2014: -$754,5442014Revenue 2015: $21,720Expenses 2015: $1,377,793Net Income 2015: -$1,356,0732015Revenue 2017: $72,208Expenses 2017: $808,744Net Income 2017: -$736,5362017Revenue 2019: $31,684Expenses 2019: $1,111,944Net Income 2019: -$1,080,2602019Revenue 2020: $2,586,746Expenses 2020: $1,662,593Net Income 2020: $924,1532020Revenue 2021: $2,708,966Expenses 2021: $2,019,354Net Income 2021: $689,6122021Revenue 2022: $535,501Expenses 2022: $2,108,730Net Income 2022: -$1,573,2292022Revenue 2023: $3,511,800Expenses 2023: $2,455,545Net Income 2023: $1,056,2552023Revenue 2024: $1,374,854Expenses 2024: $2,666,841Net Income 2024: -$1,291,9872024

Highlighted filing

2012

Revenue-
Expenses$166,741
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 14, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES J JENSENTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBETTY FORD INSTITUTEGENERAL SUPPORT501(C)(3)PALM DESERT, CA, US$143,000
Filing and Contact Details

Filer

EIN
75-2707910
Raw XML Appendix368 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/InvestmentsOther/BookValue21271977
InvestmentsOtherSchedule2/InvestmentsOther/BookValue31924036
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0EPIC LEARNING CENTER EARLY COLLEGE, LLC
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1FIXED INCOME
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JAMES J JENSEN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
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IRS990PF/SupplementaryInformation/ContributingManager0JAMES J JENSEN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0143000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10BETTY FORD INSTITUTE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501(C)(3)
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode092211
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear0149848
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0358618
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear30771836
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear40576408
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus0208770
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY0208770
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear01139474
IRS990PF/UndistributedIncome/ExcessFromYear30771836
IRS990PF/UndistributedIncome/ExcessFromYear40367638
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0149848
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus01139474
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover01348244
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
IRS990ScheduleB/ContributorInfo/AggregateContributions0500000
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine103824 CEDAR SPRING RD 449
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0DALLAS
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0TX
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode075219
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0JENERATION LLC
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherExpensesSchedule/OtherExpenses/Description0BANK CHARGES
OtherExpensesSchedule/OtherExpenses/Description1ADMINISTRATIVE FEES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps0163
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps1500
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome10
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0163
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1500
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome024091
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome1-22462
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome225307
OtherIncomeSchedule2/OtherIncome/Description0CROW HOLDINGS CAPITAL PARTNERS
OtherIncomeSchedule2/OtherIncome/Description1FLOW-THROUGH LOSS FROM EPIC LEARNING SYSTEMS, LLC
OtherIncomeSchedule2/OtherIncome/Description2MISCELLANEOUS REVENUE
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome024091
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks024091
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks1-22462
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks225307
OtherIncreasesSchedule/OtherIncreases/Amount012528
OtherIncreasesSchedule/OtherIncreases/Amount159605
OtherIncreasesSchedule/OtherIncreases/Description0M-1 ADJUSTMENT FROM FLOW-THROUGH - EPIC LEARNING SYSTEMS, LLC
OtherIncreasesSchedule/OtherIncreases/Description1UNREALIZED INCOME
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount016474
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome016474
TaxesSchedule/Taxes/Amount0419
TaxesSchedule/Taxes/Category0EXCISE TAX
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0752707910
ReturnHeader/Filer/Name/BusinessNameLine10ONWARD & UPWARD INITIATIVE CHARITABLE TRUST
ReturnHeader/Filer/NameControl0ONWA
ReturnHeader/Filer/Phone09729994500
ReturnHeader/Filer/USAddress/AddressLine103824 CEDAR SPRINGS ROAD NO 449
ReturnHeader/Filer/USAddress/City0DALLAS
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode075219
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-11-14
ReturnHeader/Officer/Name0JAMES J JENSEN
ReturnHeader/Officer/Phone09729994500
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/EIN0752393478
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10WHITLEY PENN LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine108343 DOUGLAS AVENUE STE 400
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0DALLAS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0TX
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode075225
ReturnHeader/Preparer/Name0CURTIS MAXFIELD
ReturnHeader/Preparer/Phone02143939300
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-15T16:54:21-06:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,745,167
Liabilities
$5,622
Net assets
$7,739,545
Revenue
-
Expenses
$166,741
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.00$0.96$1.37$2.67$1.29
2023Summary only. Only limited summary data is available for this year.$2.57$0.03$3.51$2.46$1.06
2022Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.54$2.11$1.57
2021Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.00$2.71$2.02$0.69
2020Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.28$2.59$1.66$0.92
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.35$0.00$2.35$0.03$1.11$1.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.17$0.00$4.17$0.07$0.81$0.74
2015Detailed filing. Detailed filing data is available for this year.$5.26$0.00$5.26$0.02$1.38$1.36
2014Summary only. Only limited summary data is available for this year.$6.59$0.00$0.14$0.89$0.75
2013Detailed filing. Detailed filing data is available for this year.$7.25$0.00$7.24$0.36$0.60$0.96
2012Detailed filing. Detailed filing data is available for this year.$7.75$0.01$7.74$0.17
2011Summary only. Only limited summary data is available for this year.$7.27$0.00$0.01$0.12$0.12
2010Detailed filing. Detailed filing data is available for this year.$7.38$0.00$7.38$0.09