Civic Intelligence

Upper Kirby District Foundation

990 • Fiscal year 2023 • EIN 80-0472449

Jul 01, 2022 to Jun 30, 2023 • Filed on May 14, 2024

Organization ProfileWWW.LEVYPARKHOUSTON.ORG
3120 Southwest Frwy 102Houston, TX 77098

(713) 524-8000

Siviq Scores

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

Liabilities / Assets

57th percentile

0.10x

Higher debt load relative to assets than 57% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

63rd percentile

0.18x

Higher debt load relative to revenue than 63% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

40th percentile

0.2%

Higher net margin than 40% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

38th percentile

0.5%

Faster asset growth than 38% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

58th percentile

12%

Faster revenue growth than 58% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets57th percentile

Assets

Flat

$3,075,856

Flat from 2023

Net Assets

Flat

$2,755,802

Flat from 2023

Liabilities

Flat

$320,054

Flat from 2023

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin40th percentile

Revenue

Flat

$1,752,604

Flat from 2023

Expenses

Flat

$1,749,079

Flat from 2023

Net Income

Flat

$3,525

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$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 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

2023

Assets$3,075,856
Liabilities$320,054
Net Assets$2,755,802
Open 2023 Filing

Operations Trend

Revenue Growth58th percentile

Revenue, expenses, and net income across loaded years, with this 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 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

2023

Revenue$1,752,604
Expenses$1,749,079
Net Income$3,525
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 14, 2024
Return Version
2022v5.0
Gross Receipts
$3,551,005
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

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$2,027,783$1,718,563▼ $309,220
Cash and Non-Interest-Bearing Accounts$786,747$717,199▼ $69,548
Investments in Publicly Traded Securities-$387,454-
Pledges and Grants Receivable-$73,872-
Land, Buildings, and Equipment, Net$15,443$0▼ $15,443
Prepaid Expenses and Deferred Charges$10,828$10,228▼ $600
Accounts Receivable$29,305$6,041▼ $23,264
Total Assets$3,060,912$3,075,856▲ $14,944
Other Assets Total$190,806$162,499▼ $28,307
Liabilities
Accounts Payable and Accrued Expenses$171,493$284,242▲ $112,749
Other Liabilities$87,500$35,812▼ $51,688
Total Liabilities$258,993$320,054▲ $61,061
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,801,919$2,755,802▼ $46,117
Total Net Assets Fund Balance$2,801,919$2,755,802▼ $46,117
Total Liabilities and Net Assets / Fund Balance$3,060,912$3,075,856▲ $14,944

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$217,032$217,032
Other Assets Org$162,499--
Other Securities$1,718,563--
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Amanda StephensChairperson
Travis YounkinPresident
Jamie BrewsterDirector
Judy NyquistDirector
Katherine GillmanDirector
Sharon HaynieSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Houston Metro Coordinators INCSecurityPO BOX 15241, Houston, TX 77220$159,939
Revenue and Support

Revenue Composition

Contributions and Grants
$105,046
Program Service Revenue
$1,479,438
Investment Income
$168,120
Other Revenue
$0
All Other Contributions
$103,626
Change in Net Assets
$3,525

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,727,186
Revenue Not Reported on Financial Statements
$25,418
Revenue Not Reported on Form 990
$-49,642
Total Revenue per Audited Statements
$1,677,544
Total Revenue per Form 990
$1,752,604
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,749,079
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$150,110$147,285-$150,110
All Other Expenses$68,499$3,876-$72,375
Advertising$55,450--$55,450
Fees for Services Legal$34,406$11,468-$45,874
Information Technology$22,914$11,358-$34,272
Office Expenses-$32,820-$32,820
Fees for Service Investment Mgmnt Fees-$25,418-$25,418
Fees for Services Accounting-$21,900-$21,900
Depreciation Depletion$15,443--$15,443
Insurance-$14,865-$14,865
Travel$365$2,033-$2,398
Total Functional Expenses$1,478,056$271,023$0$1,749,079

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,749,079
Expenses per Audited Statements$1,723,661
Total Expenses per Audited Statements$1,723,661
Expenses Not Reported on Financial Statements$25,418
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$35,812
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
2024-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Travis Younkin
Formed
2009
Legal Domicile
TX
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Carr Riggs & Ingram 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, 2023 and 2022, the foundation has no uncertain tax provisions that qualify for recognition or disclosure in the financial statements.”

Raw XML AppendixShowing 400 of 451 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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IRS990/ProgramServiceRevenueGrp/Desc2PARK EVENTS
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1264333
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2147897
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01067208
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1264333
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2147897
IRS990/ProgSrvcAccomActy2Grp/Desc0PARK OPERATIONS AND MAINTENANCE
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0958933
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01067208
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt076075
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt024
IRS990/PYOtherExpensesAmt01554421
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01483166
IRS990/PYRevenuesLessExpensesAmt04844
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01554421
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01559265
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt03525
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0412230
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0105046
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt076075
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt051517
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0105768
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0595516
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0933922
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0113250
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt024
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt024
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt053
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0154
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0113505
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01479438
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01483166
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01229094
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01161610
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01575895
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt06929203
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0113250
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt024
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt024
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt053
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0154
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0113505
IRS990ScheduleA/InvestmentIncomeCYPct00.01420
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96880
IRS990ScheduleA/PublicSupportPY509Pct00.99010
IRS990ScheduleA/PublicSupportTotal509Amt07727575
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt062546
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt039814
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt033190
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0135550
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt062546
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt039814
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt033190
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt0135550
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01584484
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01559241
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01280611
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01267378
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02171411
IRS990ScheduleA/Total509Grp/TotalAmt07863125
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01697734
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01559265
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01280635
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01267431
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02171565
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt07976630
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/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0217032
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0217032
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt025418
IRS990ScheduleD/ExpensesSubtotalAmt01723661
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt025418
IRS990ScheduleD/InvestmentExpensesNotIncldAmt025418
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-49642
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0162499
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0CONTRACT RECEIVABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt035812
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CONTRACT LIABILITIES
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01718563
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0-49642
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt025418
IRS990ScheduleD/RevenueSubtotalAmt01727186
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, 2023 AND 2022, THE FOUNDATION HAS NO UNCERTAIN TAX PROVISIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0162499
IRS990ScheduleD/TotalBookValueSecuritiesAmt01718563
IRS990ScheduleD/TotalExpensesPerForm990Amt01749079
IRS990ScheduleD/TotalLiabilityAmt035812
IRS990ScheduleD/TotalRevenuePerForm990Amt01752604
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01677544
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01723661
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/TotalAssetsBOYAmt03060912
IRS990/TotalAssetsEOYAmt03075856
IRS990/TotalAssetsGrp/BOYAmt03060912
IRS990/TotalAssetsGrp/EOYAmt03075856
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0105046
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0271023
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01478056
IRS990/TotalFunctionalExpensesGrp/TotalAmt01749079
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0258993
IRS990/TotalLiabilitiesEOYAmt0320054
IRS990/TotalLiabilitiesGrp/BOYAmt0258993
IRS990/TotalLiabilitiesGrp/EOYAmt0320054
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02801919
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02755802
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01478056
IRS990/TotalProgramServiceRevenueAmt01479438
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0168120
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01479438
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01752604
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03060912

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,075,856
Liabilities
$320,054
Net assets
$2,755,802
Revenue
$1,752,604
Expenses
$1,749,079
Net income
$3,525
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
2023Detailed filing. Detailed filing data is available for this year.$3.08$0.32$2.76$1.75$1.75$0.00
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