Civic Intelligence

Up2 Foundation Inc.

990PF • Fiscal year 2021 • EIN 81-3431661

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 02, 2022

Organization Profile
30050 Chagrin Blvd 100Pepper Pike, OH 44124

(216) 292-5555

Siviq Scores

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

Liabilities / Assets

96th percentile

1.00x

Higher debt load relative to assets than 96% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

95th percentile

1.00x

Higher debt load relative to revenue than 95% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

2nd percentile

-100%

Faster revenue growth than 2% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets96th percentile

Assets

Down

$8,850

Down $2,479 (-22%) from 2020

Net Assets

Down

$8,850

Down $2,479 (-22%) from 2020

Liabilities

Down

$0

Down $1 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin100th percentile

Revenue

Up

$44,000

Up $4,375 (+11%) from 2020

Expenses

Up

$46,479

Up $12,622 (+37%) from 2020

Net Income

Down

-$2,479

Down $8,247 (-143%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$30K$20K$10K$0Assets 2017: $7,710Liabilities 2017: $0Net Assets 2017: $7,7102017Assets 2018: $9,967Liabilities 2018: $0Net Assets 2018: $9,9672018Assets 2019: $5,561Liabilities 2019: $1Net Assets 2019: $5,5612019Assets 2020: $11,329Liabilities 2020: $1Net Assets 2020: $11,3292020Assets 2021: $8,850Liabilities 2021: $0Net Assets 2021: $8,8502021Assets 2022: $16,378Liabilities 2022: $1Net Assets 2022: $16,3782022Assets 2023: $25,922Liabilities 2023: $1Net Assets 2023: $25,9222023Assets 2024: $14,346Liabilities 2024: $0Net Assets 2024: $14,3462024

Highlighted filing

2021

Assets$8,850
Liabilities$0
Net Assets$8,850
Open 2021 Filing

Operations Trend

Revenue Growth2nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20KRevenue 2017: $8,079Expenses 2017: $6,462Net Income 2017: $1,6172017Revenue 2018: $27,617Expenses 2018: $25,360Net Income 2018: $2,2572018Revenue 2019: $36,500Expenses 2019: $40,906Net Income 2019: -$4,4062019Revenue 2020: $39,625Expenses 2020: $33,857Net Income 2020: $5,7682020Revenue 2021: $44,000Expenses 2021: $46,479Net Income 2021: -$2,4792021Revenue 2022: $48,441Expenses 2022: $40,913Net Income 2022: $7,5282022Revenue 2023: $35,398Expenses 2023: $25,854Net Income 2023: $9,5442023Revenue 2024: $40,716Expenses 2024: $52,292Net Income 2024: -$11,5762024

Highlighted filing

2021

Revenue$44,000
Expenses$46,479
Net Income-$2,479
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 2, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ADAM KAUFMANPresident-$0--
FADY CHAMOUNTrustee-$0--
BOB CAMPANATrustee-$0--
BILL KILROYTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-GENERALPCWashington, DC, US$1,000
Filing and Contact Details

Filer

Filer Name
Up2 Foundation Inc
EIN
81-3431661
Phone
2162925555
Address
30050 CHAGRIN BLVD 100, PEPPER PIKE, OH 44124

Signing Officer

Name
Adam Kaufman
Title
President
Signed
2022-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Foerster & Hayes Ltd
Address
8225 BRECKSVILLE RD STE 3, BRECKSVILLE, OH 44141
Preparer
Michael D Mcphillips
Phone
2162925555
Raw XML Appendix234 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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ReturnHeader/PreparerPersonGrp/PhoneNum02162925555
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL D MCPHILLIPS
ReturnHeader/ReturnTs02022-11-02T10:50:07-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ADAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KAUFMAN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,850
Liabilities
$0
Net assets
$8,850
Revenue
$44,000
Expenses
$46,479
Net income
-$2,479
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$14.3$0.00$14.3$40.7$52.3$11.6
2023Detailed filing. Detailed filing data is available for this year.$25.9$0.00$25.9$35.4$25.9$9.54
2022Detailed filing. Detailed filing data is available for this year.$16.4$0.00$16.4$48.4$40.9$7.53
2021Detailed filing. Detailed filing data is available for this year.$8.85$0.00$8.85$44.0$46.5$2.48
2020Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$39.6$33.9$5.77
2019Detailed filing. Detailed filing data is available for this year.$5.56$0.00$5.56$36.5$40.9$4.41
2018Detailed filing. Detailed filing data is available for this year.$9.97$0.00$9.97$27.6$25.4$2.26
2017Detailed filing. Detailed filing data is available for this year.$7.71$0.00$7.71$8.08$6.46$1.62