Civic Intelligence

Upffa Charitable Foundation

EIN 81-1246837 • West Hartford, CT

Pub. 78 Eligible990-N CoverageNTEE T12
West Hartford, CT
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

87th percentile

77%

Higher net margin than 87% of similar nonprofits.

NTEE T12 • <$500k nonprofits • Source year 2024

Top Officer Pay

99th percentile

$0

Higher top officer pay than 99% of similar nonprofits.

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

NTEE T12 • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$36,009

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$36,009

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin87th percentile

Revenue

$22,276

No earlier filing loaded for comparison.

Expenses

$5,040

No earlier filing loaded for comparison.

Net Income

$17,236

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$40K$30K$20K$10K$0Assets 2024: $36,009Net Assets 2024: $36,0092024

Highlighted filing

2024

Assets$36,009
Liabilities-
Net Assets$36,009
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30K$20K$10K$0Revenue 2024: $22,276Expenses 2024: $5,040Net Income 2024: $17,2362024

Highlighted filing

2024

Revenue$22,276
Expenses$5,040
Net Income$17,236
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$36,009
Liabilities
-
Net assets
$36,009
Revenue
$22,276
Expenses
$5,040
Net income
$17,236
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.0$36.0$22.3$5.04$17.2
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Dec 13, 2024
Return Version
2023v5.1
Gross Receipts
$61,465
Mission and Program Overview

Mission

To raise funds to provide grants and donations to individuals for educational scholarships and to other charitable organizations for the public good.

Program Services

DescriptionGrantsExpenses
Scholarships and charitable giving$4,990$50
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN MICHALOVICTreasurer-$0--
PETER BROWNPresident-$0--
LOUIS DEMICISecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$61,465$37,950$1,239$36,711
Total Events$61,465$37,950$39,189$-1,239
Filing and Contact Details

Filer

Filer Name
Upffa Chartible Foundation
EIN
81-1246837
Phone
8609533200
Address
30 SHERMAN STREET, WEST HARTFORD, CT 06110

Signing Officer

Name
Steven Michalovic
Title
Treasurer
Signed
2024-12-13
Discuss with paid preparer
Yes

Preparer

Firm
Maletta & Company
Address
43 Enterprise Drive, Bristol, CT 06010
Preparer
Michael a Maletta CPA
Phone
8605826715
Supplemental Narrative

Additional Explanations

Other Expenses.1

“DONATIONS $1990”

Other Expenses.2

“REGISTRATION FEES $50”

Raw XML Appendix139 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0STEVEN MICHALOVIC
IRS990EZ/BooksInCareOfDetail/PhoneNum08609533200
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt030 SHERMAN STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WEST HARTFORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006110
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt018773
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt036009
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt023515
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt017236
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt018773
IRS990EZ/Form990TotalAssetsGrp/EOYAmt036009
IRS990EZ/FundraisingGrossIncomeAmt037950
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03000
IRS990EZ/GrossReceiptsAmt061465
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt018773
IRS990EZ/NetAssetsOrFundBalancesEOYAmt036009
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt018773
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt036009
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEVEN MICHALOVIC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PETER BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LOUIS DEMICI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02040
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To raise funds to provide grants and donations to individuals for educational scholarships and to other charitable organizations for the public good.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Scholarships and charitable giving
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04990
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt050
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt039189
IRS990EZ/SpecialEventsNetIncomeLossAmt0-1239
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CT
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt05040
IRS990EZ/TotalProgramServiceExpensesAmt050
IRS990EZ/TotalRevenueAmt022276
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt023515
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt09000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt032515
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt032515
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt023515
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt09000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt032515
IRS990ScheduleA/TotalSupportAmt032515
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt023515
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt023515
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt039189
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt061465
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt061465
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt037950
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt037950
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-1239
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01239
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01239
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt037950
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt037950
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DONATIONS $1990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REGISTRATION FEES $50
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN MICHALOVIC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-12-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPFFA CHARTIBLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0UPFF
ReturnHeader/Filer/EIN0811246837
ReturnHeader/Filer/PhoneNum08609533200
ReturnHeader/Filer/USAddress/AddressLine1Txt030 SHERMAN STREET
ReturnHeader/Filer/USAddress/CityNm0WEST HARTFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006110
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061209905
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Maletta & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt043 Enterprise Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bristol
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006010
ReturnHeader/PreparerPersonGrp/PhoneNum08605826715
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL A MALETTA CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-12-13T06:02:40-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-08-01
ReturnHeader/TaxPeriodEndDt02024-07-31
ReturnHeader/TaxYr02023

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