Civic Intelligence

Onward & Upward Initiative Charitable Trust

990PF • Fiscal year 2018 • EIN 75-2707910

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 14, 2019

Organization Profile
3899 Maple Avenue No 400Dallas, TX 75219

(972) 999-4500

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

3rd percentile

-168%

Higher net margin than 3% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

4th percentile

-24%

Faster asset growth than 4% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

98th percentile

439%

Faster revenue growth than 98% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$3,149,961

Down $1,020,189 (-24%) from 2017

Net Assets

Down

$3,148,565

Down $1,018,039 (-24%) from 2017

Liabilities

Down

$1,396

Down $2,150 (-61%) from 2017

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin3rd percentile

Revenue

Up

$389,080

Up $316,872 (+439%) from 2017

Expenses

Up

$1,044,052

Up $235,308 (+29%) from 2017

Net Income

Up

-$654,972

Up $81,564 (+11%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth4th 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 2018: $3,149,961Liabilities 2018: $1,396Net Assets 2018: $3,148,5652018Assets 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

2018

Assets$3,149,961
Liabilities$1,396
Net Assets$3,148,565
Open 2018 Filing

Operations Trend

Revenue Growth98th percentile

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 2018: $389,080Expenses 2018: $1,044,052Net Income 2018: -$654,9722018Revenue 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

2018

Revenue$389,080
Expenses$1,044,052
Net Income-$654,972
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES J JENSENTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Onward & Upward Initiative
EIN
75-2707910
Phone
9729994500
Address
3899 MAPLE AVENUE NO 400, DALLAS, TX 75219

Signing Officer

Name
James J Jensen
Title
Trustee
Phone
9729994500
Signed
2019-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Whitley Penn Llp
Address
8343 DOUGLAS AVENUE STE 400, DALLAS, TX 75225
Preparer
Curtis Maxfield
Phone
2143939300
Raw XML Appendix351 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/CategoryOrItemTxt0CROW HOLDINGS CAPITAL INVESTMENT PARTNERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1CHCP GLOBAL SECURITIES LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2CHCP VALUE FUND LP
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0519954
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01029672
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt014380
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01044052
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt061487
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt185226
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt019688
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-1315
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt019688
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1355008
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt261347
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0363067
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03511632
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04166604
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03148565
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0176505
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0176505
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0180252
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03747
IRS990PF/DistributableAmountGrp/TotalTaxAmt03747
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt015
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0146
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03747
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03747
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt03616
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0146
IRS990PF/FMVAssetsEOYAmt03149961
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IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0926117
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersBOYAmt01396
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt01396
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt069682
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt054899
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IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0180252
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03605030
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES J JENSEN
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.162557
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.194278
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.231543
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.125024
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt05707195
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt06633824
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt07665279
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01029672
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.812785
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01025925
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01029672
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt03747
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01029672
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt07
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0OTHER INCOME FROM SCHEDULE K-1 (CHCP GLOBAL SECURITIES, L.P.).
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MARISA D WILLIS CFO
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03899 MAPLE AVE STE 400
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DALLAS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd075219
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02143771002
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JAMES J JENSEN
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0176505
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0176505
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0580674
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0672864
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01036102
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0499249
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0197120
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0197120
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03642056
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0853167
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0580674
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0672864
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01036102
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0499249
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01029672
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0853167
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03839176
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02986009
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0363067
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED GAINS AND LOSSES
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0-14493
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CHCP GLOBAL SECURITIES, LP
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-14493
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-14493
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01006975
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt114380
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CONSULTING FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01006975
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt114380
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES J JENSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09729994500
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ONWARD & UPWARD INITIATIVE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ONWA
ReturnHeader/Filer/EIN0752707910
ReturnHeader/Filer/PhoneNum09729994500
ReturnHeader/Filer/USAddress/AddressLine1Txt03899 MAPLE AVENUE NO 400
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075219
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05AB0508C917B9D793C9B3D17A0B80BA1E12A49C9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.51.12.244
ReturnHeader/FilingSecurityInformation/IPDt02019-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm016:19:56
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752393478
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WHITLEY PENN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08343 DOUGLAS AVENUE STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075225
ReturnHeader/PreparerPersonGrp/PhoneNum02143939300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CURTIS MAXFIELD
ReturnHeader/ReturnTs02019-11-15T09:23:32-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,149,961
Liabilities
$1,396
Net assets
$3,148,565
Revenue
$389,080
Expenses
$1,044,052
Net income
-$654,972
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
2018Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.39$1.04$0.65
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