Civic Intelligence

Upper Kirby District Foundation

EIN 80-0472449 • 501(c)3 • Houston, TX

Profile

Benefitting, supporting and enhancing the Upper Kirby District in Houston, TX for commerce and residential life through education and community programs, public improvements, utilization of services, and beautification and environmental efforts

3120 Southwest Frwy 102Houston, TX 77098

see schedule o

Siviq Scores

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

Liabilities / Assets

54th percentile

0.09x

Higher debt load relative to assets than 54% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.15x

Higher debt load relative to revenue than 62% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

28th percentile

-5.1%

Higher net margin than 28% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

45th percentile

1.8%

Faster asset growth than 45% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

39th percentile

1.5%

Faster revenue growth than 39% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$3,132,607

Up $56,751 (+1.8%) from 2023

Liabilities

Down

$268,744

Down $51,310 (-16%) from 2023

Net Assets

Up

$2,863,863

Up $108,061 (+3.9%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin28th percentile

Revenue

Up

$1,778,020

Up $25,416 (+1.5%) from 2023

Expenses

Up

$1,868,794

Up $119,715 (+6.8%) from 2023

Net Income

Down

-$90,774

Down $94,299 (-2675%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,359,272Liabilities 2011: $2,026,804Net Assets 2011: $332,4682011Assets 2012: $2,383,208Liabilities 2012: $1,988,946Net Assets 2012: $394,2622012Assets 2013: $2,484,781Liabilities 2013: $1,954,265Net Assets 2013: $530,5162013Assets 2014: $2,140,593Liabilities 2014: $102Net Assets 2014: $2,140,4912014Assets 2015: $2,178,478Liabilities 2015: $62,891Net Assets 2015: $2,115,5872015Assets 2016: $2,718,278Liabilities 2016: $144,522Net Assets 2016: $2,573,7562016Assets 2017: $3,171,445Liabilities 2017: $659,295Net Assets 2017: $2,512,1502017Assets 2018: $2,798,602Liabilities 2018: $441,596Net Assets 2018: $2,357,0062018Assets 2019: $3,139,458Liabilities 2019: $444,122Net Assets 2019: $2,695,3362019Assets 2020: $2,715,902Liabilities 2020: $87,754Net Assets 2020: $2,628,1482020Assets 2021: $3,113,175Liabilities 2021: $95,460Net Assets 2021: $3,017,7152021Assets 2022: $3,060,912Liabilities 2022: $258,993Net Assets 2022: $2,801,9192022Assets 2023: $3,075,856Liabilities 2023: $320,054Net Assets 2023: $2,755,8022023Assets 2024: $3,132,607Liabilities 2024: $268,744Net Assets 2024: $2,863,8632024

Highlighted filing

2024

Assets$3,132,607
Liabilities$268,744
Net Assets$2,863,863
Open 2024 Filing

Operations Trend

Revenue Growth39th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $69,055Expenses 2011: $43,765Net Income 2011: $25,2902011Revenue 2012: $116,450Expenses 2012: $54,656Net Income 2012: $61,7942012Revenue 2013: $579,488Expenses 2013: $443,234Net Income 2013: $136,2542013Revenue 2014: $2,174,374Expenses 2014: $564,399Net Income 2014: $1,609,9752014Revenue 2015: $302,963Expenses 2015: $246,530Net Income 2015: $56,4332015Revenue 2016: $966,114Expenses 2016: $632,721Net Income 2016: $333,3932016Revenue 2017: $1,100,499Expenses 2017: $1,386,581Net Income 2017: -$286,0822017Revenue 2018: $1,340,081Expenses 2018: $1,357,804Net Income 2018: -$17,7232018Revenue 2019: $831,484Expenses 2019: $766,712Net Income 2019: $64,7722019Revenue 2020: $1,267,431Expenses 2020: $1,377,108Net Income 2020: -$109,6772020Revenue 2021: $1,280,635Expenses 2021: $1,366,078Net Income 2021: -$85,4432021Revenue 2022: $1,559,265Expenses 2022: $1,554,421Net Income 2022: $4,8442022Revenue 2023: $1,752,604Expenses 2023: $1,749,079Net Income 2023: $3,5252023Revenue 2024: $1,778,020Expenses 2024: $1,868,794Net Income 2024: -$90,7742024

Highlighted filing

2024

Revenue$1,778,020
Expenses$1,868,794
Net Income-$90,774
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,132,607
Liabilities
$268,744
Net assets
$2,863,863
Revenue
$1,778,020
Expenses
$1,868,794
Net income
-$90,774
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.13$0.27$2.86$1.78$1.87$0.09
2023Summary only. Only limited summary data is available for this year.$3.08$0.32$2.76$1.75$1.75$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.06$0.26$2.80$1.56$1.55$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.11$0.10$3.02$1.28$1.37$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.72$0.09$2.63$1.27$1.38$0.11
2019Summary only. Only limited summary data is available for this year.$3.14$0.44$2.70$0.83$0.77$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.80$0.44$2.36$1.34$1.36$0.02
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.17$0.66$2.51$1.10$1.39$0.29
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.72$0.14$2.57$0.97$0.63$0.33
2015Detailed filing. Detailed filing data is available for this year.$2.18$0.06$2.12$0.30$0.25$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$2.17$0.56$1.61
2013Summary only. Only limited summary data is available for this year.$2.48$1.95$0.53$0.58$0.44$0.14
2012Summary only. Only limited summary data is available for this year.$2.38$1.99$0.39$0.12$0.05$0.06
2011Summary only. Only limited summary data is available for this year.$2.36$2.03$0.33$0.07$0.04$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$1,848,020
Mission and Program Overview

Mission

Benefitting, supporting and enhancing the Upper Kirby District in Houston, TX for commerce and residential life through education and community programs, public improvements, utilization of services, and beautification and environmental efforts.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,718,563$1,975,935▲ $257,372
Investments in Publicly Traded Securities$387,454$413,622▲ $26,168
Cash and Non-Interest-Bearing Accounts$717,199$413,373▼ $303,826
Land, Buildings, and Equipment, Net$0$63,926▲ $63,926
Accounts Receivable$6,041$32,664▲ $26,623
Prepaid Expenses and Deferred Charges$10,228$0▼ $10,228
Pledges and Grants Receivable$73,872$282▼ $73,590
Total Assets$3,075,856$3,132,607▲ $56,751
Other Assets Total$162,499$232,805▲ $70,306
Liabilities
Accounts Payable and Accrued Expenses$284,242$229,433▼ $54,809
Other Liabilities$35,812$39,311▲ $3,499
Total Liabilities$320,054$268,744▼ $51,310
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,755,802$2,863,863▲ $108,061
Total Net Assets Fund Balance$2,755,802$2,863,863▲ $108,061
Total Liabilities and Net Assets / Fund Balance$3,075,856$3,132,607▲ $56,751

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$63,926$180,268$244,194
Other Assets Org$232,805--
Other Securities$1,975,935--
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Amanda StephensChairperson
Travis YounkinPresident
Blake AlldayDirector
Jamie BrewsterDirector
Jennifer LevyDirector
Judy NyquistDirector
Sharon HaynieSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Central Investigation And Security SolutSecurity2189 FARM TO MARKET 1960 RD W SUITE, Houston, TX 77090$244,392
Revenue and Support

Revenue Composition

Contributions and Grants
$41,000
Program Service Revenue
$1,608,794
Investment Income
$128,226
Other Revenue
$0
All Other Contributions
$41,000
Change in Net Assets
$-90,774

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,755,141
Revenue Not Reported on Financial Statements
$22,879
Revenue Not Reported on Form 990
$198,835
Total Revenue per Audited Statements
$1,953,976
Total Revenue per Form 990
$1,778,020
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,868,794
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$150,172$206,266-$150,172
Fees for Services Accounting$36,204$37,682-$73,886
Advertising$30,451$31,693-$62,144
Fees for Services Legal$23,186$24,133-$47,319
Office Expenses-$44,835-$44,835
All Other Expenses$19,790$17,913-$37,703
Information Technology$20,393$4,897-$25,290
Fees for Service Investment Mgmnt Fees-$22,879-$22,879
Insurance-$22,431-$22,431
Travel$719$5,585-$6,304
Depreciation Depletion$3,364--$3,364
Total Functional Expenses$1,450,480$418,314$0$1,868,794

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,868,794
Expenses per Audited Statements$1,845,915
Total Expenses per Audited Statements$1,845,915
Expenses Not Reported on Financial Statements$22,879
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Contract Liabilities$39,311
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“Board members annually affirm their understanding of any conflicts of interest. No transactions occured in fical year 2022-2023 that resulted in any conflict of interest.”

Form 990, Part VI, Section B, Line 11B

“The accountant and the president review the organization's form 990 prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Board members annually affirm their understanding of any conflicts of interest.”

Form 990, Part VI, Section C, Line 19

“The upper kirby district foundation makes its form 990 available to the public upon written request via letter or email.”

Filing and Contact Details

Filer

Filer Name
Upper Kirby District Foundation
EIN
80-0472449
Phone
7135248000
Address
3120 SOUTHWEST FRWY 102, HOUSTON, TX 77098

Signing Officer

Name
Travis Younkin
Title
President
Phone
7135248000
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Travis Younkin
Formed
2009
Legal Domicile
TX
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Cri Advisors LLC
Address
TWO RIVERWAY 15TH FLOOR, HOUSTON, TX 77056
Preparer
Kristen Simpson
Phone
7136218090
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The foundation is a nonprofit corporation that is exempt from income taxes under section 501(c)(3) of the internal revenue code and is classified as a public charity under section 509(a)(2). The foundation utilizes the accounting requirements associated with uncertainty in income taxes using the provisions of fasb asc 740, income taxes. Using that guidance, tax positions initially need to be recognized in the financial statements when it is morelikelythannot the positions will be sustained upon examination by the tax authorities. It also provides guidance for derecognition, classification, interest and penalties, accounting in interim periods, disclosure and transition. As of june 30, 2024 and 2023, the foundation has no uncertain tax provisions that qualify for recognition or disclosure in the financial statements.”

Raw XML AppendixShowing 400 of 458 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
IRS990/AccountantCompileOrReviewInd00
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IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0BENEFITTING, SUPPORTING AND ENHANCING THE UPPER KIRBY DISTRICT IN HOUSTON, TX FOR COMMERCE AND RESIDENTIAL LIFE THROUGH EDUCATION AND COMMUNITY PROGRAMS, PUBLIC IMPROVEMENTS, UTILIZATION OF SERVICES, AND BEAUTIFICATION AND ENVIRONMENTAL EFFORTS.
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IRS990/BooksInCareOfDetail/PhoneNum07135248000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03120 SOUTHWEST FREEWAY STE 102
IRS990/BooksInCareOfDetail/USAddress/CityNm0HOUSTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd077098
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IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0HOUSTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0TX
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IRS990/ContractorCompensationGrp/ServicesDesc0SECURITY
IRS990/CreditCounselingInd00
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IRS990/CYContributionsGrantsAmt041000
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0128226
IRS990/CYOtherExpensesAmt01868794
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01608794
IRS990/CYRevenuesLessExpensesAmt0-90774
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01868794
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IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01778020
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IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
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IRS990/DepreciationDepletionGrp/TotalAmt03364
IRS990/Desc0PARK PROGRAMS AND EVENTS
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0545738
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt037682
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IRS990/FeesForServicesAccountingGrp/TotalAmt073886
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IRS990/FeesForServicesLegalGrp/ProgramServicesAmt023186
IRS990/FeesForServicesLegalGrp/TotalAmt047319
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt022879
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt022879
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.17
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IRS990/Form990PartVIISectionAGrp/PersonNm1JUDY NYQUIST
IRS990/Form990PartVIISectionAGrp/PersonNm2JAMIE BREWSTER
IRS990/Form990PartVIISectionAGrp/PersonNm3JENNIFER LEVY
IRS990/Form990PartVIISectionAGrp/PersonNm4BLAKE ALLDAY
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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
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IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
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IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0BENEFITTING, SUPPORTING AND ENHANCING THE UPPER KIRBY DISTRICT IN HOUSTON, TX FOR COMMERCE AND RESIDENTIAL LIFE THROUGH EDUCATION AND COMMUNITY PROGRAMS, PUBLIC IMPROVEMENTS, UTILIZATION OF SERVICES, AND BEAUTIFICATION AND ENVIRONMENTAL EFFORTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02755802
IRS990/NetAssetsOrFundBalancesEOYAmt02863863
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt036703
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt036703
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0198836
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02755802
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02863863
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt044835
IRS990/OfficeExpensesGrp/TotalAmt044835
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0162499
IRS990/OtherAssetsTotalGrp/EOYAmt0232805
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0EMPLOYEE LEASING
IRS990/OtherExpensesGrp/Desc1SECURITY
IRS990/OtherExpensesGrp/Desc2PARK REPAIRS & MAINTENA
IRS990/OtherExpensesGrp/Desc3PARK EVENTS & PROGRAMS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0206266
IRS990/OtherExpensesGrp/ProgramServicesAmt0697069
IRS990/OtherExpensesGrp/ProgramServicesAmt1244392
IRS990/OtherExpensesGrp/ProgramServicesAmt2224740
IRS990/OtherExpensesGrp/ProgramServicesAmt3150172
IRS990/OtherExpensesGrp/TotalAmt0903335
IRS990/OtherExpensesGrp/TotalAmt1244392
IRS990/OtherExpensesGrp/TotalAmt2224740
IRS990/OtherExpensesGrp/TotalAmt3150172
IRS990/OtherLiabilitiesGrp/BOYAmt035812
IRS990/OtherLiabilitiesGrp/EOYAmt039311
IRS990/PartialLiquidationInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt073872
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0282
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010228
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0TRAVIS YOUNKIN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0561700
IRS990/ProgramServiceRevenueGrp/BusinessCd1722513
IRS990/ProgramServiceRevenueGrp/BusinessCd2713990
IRS990/ProgramServiceRevenueGrp/Desc0PARK OPERATIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARK CONCESSIONS
IRS990/ProgramServiceRevenueGrp/Desc2PARK EVENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01074102
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1368650
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2166042
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01074102
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1368650
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2166042
IRS990/ProgSrvcAccomActy2Grp/Desc0PARK OPERATIONS AND MAINTENANCE
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0904742
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01074102
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0105046
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0168120
IRS990/PYOtherExpensesAmt01749079
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01479438
IRS990/PYRevenuesLessExpensesAmt03525
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01749079
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01752604
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-90774
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0534692
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt041000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0105046
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt076075
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt051517
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0105768
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0379406
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt091523
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0113250
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt024
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt024
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt053
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0204874
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01608794
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01479438
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01483166
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01229094
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01161610
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt06962102
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt091523
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0113250
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt024
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt024
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt053
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0204874
IRS990ScheduleA/InvestmentIncomeCYPct00.02710
IRS990ScheduleA/InvestmentIncomePYPct00.01420
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.95440
IRS990ScheduleA/PublicSupportPY509Pct00.96880
IRS990ScheduleA/PublicSupportTotal509Amt07202371
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt03587
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt062546
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt039814
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt033190
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0139137
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt03587
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt062546
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt039814
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt033190
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt0139137
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01649794
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01584484
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01559241
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01280611
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01267378
IRS990ScheduleA/Total509Grp/TotalAmt07341508
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01741317
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01697734
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01559265
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01280635
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01267431
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt07546382
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
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt063926
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0180268
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0244194
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt022879
IRS990ScheduleD/ExpensesSubtotalAmt01845915
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt022879
IRS990ScheduleD/InvestmentExpensesNotIncldAmt022879
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0198835
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0232805
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0CONTRACT RECEIVABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt039311
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CONTRACT LIABILITIES
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01975935
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0198835
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt022879
IRS990ScheduleD/RevenueSubtotalAmt01755141
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION IS A NONPROFIT CORPORATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS CLASSIFIED AS A PUBLIC CHARITY UNDER SECTION 509(A)(2). THE FOUNDATION UTILIZES THE ACCOUNTING REQUIREMENTS ASSOCIATED WITH UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FASB ASC 740, INCOME TAXES. USING THAT GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORELIKELYTHANNOT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. IT ALSO PROVIDES GUIDANCE FOR DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AS OF JUNE 30, 2024 AND 2023, THE FOUNDATION HAS NO UNCERTAIN TAX PROVISIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt063926
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0232805
IRS990ScheduleD/TotalBookValueSecuritiesAmt01975935
IRS990ScheduleD/TotalExpensesPerForm990Amt01868794
IRS990ScheduleD/TotalLiabilityAmt039311
IRS990ScheduleD/TotalRevenuePerForm990Amt01778020
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01953976
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01845915
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD MEMBERS ANNUALLY AFFIRM THEIR UNDERSTANDING OF ANY CONFLICTS OF INTEREST. NO TRANSACTIONS OCCURED IN FICAL YEAR 2022-2023 THAT RESULTED IN ANY CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ACCOUNTANT AND THE PRESIDENT REVIEW THE ORGANIZATION'S FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD MEMBERS ANNUALLY AFFIRM THEIR UNDERSTANDING OF ANY CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE UPPER KIRBY DISTRICT FOUNDATION MAKES ITS FORM 990 AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST VIA LETTER OR EMAIL.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03075856
IRS990/TotalAssetsEOYAmt03132607
IRS990/TotalAssetsGrp/BOYAmt03075856
IRS990/TotalAssetsGrp/EOYAmt03132607
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt041000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0418314
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01450480
IRS990/TotalFunctionalExpensesGrp/TotalAmt01868794
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0320054
IRS990/TotalLiabilitiesEOYAmt0268744
IRS990/TotalLiabilitiesGrp/BOYAmt0320054
IRS990/TotalLiabilitiesGrp/EOYAmt0268744

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