Civic Intelligence

Onward & Upward Initiative Charitable Trust

990PF • Fiscal year 2019 • EIN 75-2707910

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 06, 2020

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

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

64th percentile

0.13x

Higher debt load relative to revenue than 64% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

1st percentile

-3409%

Higher net margin than 1% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

4th percentile

-25%

Faster asset growth than 4% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

1st percentile

-92%

Faster revenue growth than 1% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$2,350,106

Down $1,820,044 (-44%) from 2017

Net Assets

Down

$2,346,046

Down $1,820,558 (-44%) from 2017

Liabilities

Up

$4,060

Up $514 (+14%) from 2017

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin1st percentile

Revenue

Down

$31,684

Down $40,524 (-56%) from 2017

Expenses

Up

$1,111,944

Up $303,200 (+37%) from 2017

Net Income

Down

-$1,080,260

Down $343,724 (-47%) 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 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

2019

Assets$2,350,106
Liabilities$4,060
Net Assets$2,346,046
Open 2019 Filing

Operations Trend

Revenue Growth1st 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 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

2019

Revenue$31,684
Expenses$1,111,944
Net Income-$1,080,260
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 6, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay43rd 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
2020-11-06
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 Appendix358 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/BookValueAmt1538065
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0CHCP GLOBAL SECURITIES LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1CHCP VALUE FUND LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01324464
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1538065
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt019157
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0131526
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0CHCP GLOBAL SECURITIES, LP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1CROW HOLDINGS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0-11827
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt1-116034
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt031684
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt031684
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt019157
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1080260
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0131603
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt08862
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt08862
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0131526
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt022885
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt015489
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt015489
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0413
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0413
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-127861
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-127861
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt01083835
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt08386
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01092221
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03821
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01099324
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt08799
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01111944
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt031684
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt031684
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01099324
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt08799
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01111944
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt077
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-77
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt112242
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-77
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt112242
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2119361
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt012242
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1119361
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CHCP GLOBAL SECURITIES, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CHCP GLOBAL SECURITIES, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CROW HOLDINGS 1233
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0131526
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1080260
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0277741
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02346046
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03148565
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02346046
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0102355
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0102355
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0102355
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0102584
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0229
IRS990PF/DistributableAmountGrp/TotalTaxAmt0229
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03771
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt04000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0229
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03771
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0229
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0229
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04000
IRS990PF/FMVAssetsEOYAmt02350106
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt02664
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0250
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt03148565
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02346046
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0926117
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0487577
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0487577
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersBOYAmt01396
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt01396
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02222507
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01862529
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01862529
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt01087
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03149961
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02350106
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02350106
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01396
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt04060
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03149961
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02350106
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03148565
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IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02082926
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0527247
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0806443
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt031244
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0749236
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0102584
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02051682
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0REVJEN GROUP LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt01000000
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0130 E JOHN CARPENTER FRWY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0IRVING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd075062
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES J JENSEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0130 E JOHN CARPENTER FRWY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0IRVING
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.284582
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.194278
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.231543
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt04250760
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt01.021768
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01099095
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01099324
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IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01099324
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/AppliedToCurrentYearAmt0102355
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0102355
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0853167
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0580674
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0672864
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01036102
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0499249
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0499249
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04139776
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0996969
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0853167
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0580674
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0672864
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01036102
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01099324
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0996969
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04639025
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03642056
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0413
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0413
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0-11827
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1-116034
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CHCP GLOBAL SECURITIES, LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc1CROW HOLDINGS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-11827
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1-116034
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-11827
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-116034
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0277741
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAINS AND LOSSES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01000000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt18386
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt283835
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CONSULTING FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2LEGAL AND ACCOUNTING FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01000000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt283835
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt18386
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt20
TaxesSchedule/TaxesDetail/Amt03821
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES J JENSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09729994500
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-06
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/AtSubmissionFilingDeviceId0C9CC508B603D8A41B6E0CF17653875976BD10DA7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.131.70.48
ReturnHeader/FilingSecurityInformation/IPDt02020-11-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm014:06:24
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/ReturnTs02020-11-16T08:52:33-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,350,106
Liabilities
$4,060
Net assets
$2,346,046
Revenue
$31,684
Expenses
$1,111,944
Net income
-$1,080,260
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
2019Detailed filing. Detailed filing data is available for this year.$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