Civic Intelligence

U P Childrens Fund

990EZ • Fiscal year 2023 • EIN 81-3604590

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 29, 2024

Organization ProfileUPCHILDRENSFUND.ORG
117 Dandelion LaneMarquette, MI 49855

(906) 250-0051

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

98th percentile

94%

Higher net margin than 98% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

81st percentile

35%

Faster asset growth than 81% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2023

Revenue Growth

17th percentile

-34%

Faster revenue growth than 17% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$55,497

Up $24,863 (+81%) from 2021

Net Assets

Up

$55,497

Up $24,863 (+81%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin98th percentile

Revenue

Down

$8,494

Down $10,745 (-56%) from 2021

Expenses

Down

$516

Down $8,864 (-94%) from 2021

Net Income

Down

$7,978

Down $1,881 (-19%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$60K$40K$20K$0Assets 2019: $24,695Liabilities 2019: $0Net Assets 2019: $24,6952019Assets 2020: $20,775Liabilities 2020: $0Net Assets 2020: $20,7752020Assets 2021: $30,634Liabilities 2021: $0Net Assets 2021: $30,6342021Assets 2023: $55,497Liabilities 2023: $0Net Assets 2023: $55,4972023Assets 2024: $58,571Net Assets 2024: $58,5712024

Highlighted filing

2023

Assets$55,497
Liabilities$0
Net Assets$55,497
Open 2023 Filing

Operations Trend

Revenue Growth17th percentile

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

$60K$40K$20K$0-$20KRevenue 2019: $51,009Expenses 2019: $26,314Net Income 2019: $24,6952019Revenue 2020: $4,649Expenses 2020: $8,569Net Income 2020: -$3,9202020Revenue 2021: $19,239Expenses 2021: $9,380Net Income 2021: $9,8592021Revenue 2023: $8,494Expenses 2023: $516Net Income 2023: $7,9782023Revenue 2024: $4,110Expenses 2024: $1,036Net Income 2024: $3,0742024

Highlighted filing

2023

Revenue$8,494
Expenses$516
Net Income$7,978
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 29, 2024
Return Version
2023v5.0
Gross Receipts
$9,659
Mission and Program Overview

Mission

Assist children with cancer

To assist families in upper michigan who have a child that is battling cancer

Program Services

DescriptionGrantsExpenses
ASSISTED FAMILIES IN UPPER MICHIGAN WHO HAVE A CHILD THAT IS BATTLING CANCER-$180
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRACY HENRIKSENPresident-$0--
GREG DIXVice Preside-$0--
JILL ZUEGERTreasurer-$0--
PAM HENRIKSENSecretary-$0--
MICHELLE WIEGANDDirector-$0--
Filing and Contact Details

Filer

Filer Name
Up Childrens Fund
EIN
81-3604590
Phone
9062500051
Address
117 DANDELION LANE, MARQUETTE, MI 49855

Signing Officer

Name
Tracy Henriksen
Title
President
Phone
9062500051
Signed
2024-10-29
Discuss with paid preparer
Yes

Preparer

Firm
Chapman & Myers Cpas Pc
Address
1010 W WASHINGTON ST STE 201, MARQUETTE, MI 49855-1007
Preparer
James Myers
Phone
9062287616
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses advertising/website 361 office 105 bank charges & fees 50 total 516”

Form 990-ez, Part I, Line 20

“Other increases 47,519 net assets at beginning of year of 47519 reported on part i, line 20, as other increases in net assets. Organization filed a 990-n postcard tax return for 2022.”

Form 990-ez, Part III

“To assist families in upper michigan who have a child that is battling cancer”

Raw XML Appendix147 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/PersonNm0TRACY HENRIKSEN
IRS990EZ/BooksInCareOfDetail/PhoneNum09062500051
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0117 DANDELION LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MARQUETTE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd049855
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt055497
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05420
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07978
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt055497
IRS990EZ/FundraisingGrossIncomeAmt04221
IRS990EZ/GrossReceiptsAmt09659
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt018
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt055497
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt055497
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TRACY HENRIKSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GREG DIX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JILL ZUEGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PAM HENRIKSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MICHELLE WIEGAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt047519
IRS990EZ/OtherExpensesTotalAmt0516
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ASSIST FAMILIES IN UPPER MICHIGAN WHO HAVE A CHILD THAT IS BATTLING CANCER
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ASSISTED FAMILIES IN UPPER MICHIGAN WHO HAVE A CHILD THAT IS BATTLING CANCER
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0180
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01165
IRS990EZ/SpecialEventsNetIncomeLossAmt03056
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0516
IRS990EZ/TotalProgramServiceExpensesAmt0180
IRS990EZ/TotalRevenueAmt08494
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://UPCHILDRENSFUND.ORG/
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05420
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt011025
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02015
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04641
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt050984
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt074085
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt018
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt09
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt043
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04221
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt019307
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt027374
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt050902
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt018
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt09
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt043
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0124987
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt09641
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt030332
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt029389
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt04641
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt050984
IRS990ScheduleA/Total509Grp/TotalAmt0124987
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt09659
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt030341
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt029397
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt04649
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt050984
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0125030
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING/WEBSITE 361 OFFICE 105 BANK CHARGES & FEES 50 TOTAL 516
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OTHER INCREASES 47,519 NET ASSETS AT BEGINNING OF YEAR OF 47519 REPORTED ON PART I, LINE 20, AS OTHER INCREASES IN NET ASSETS. ORGANIZATION FILED A 990-N POSTCARD TAX RETURN FOR 2022.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO ASSIST FAMILIES IN UPPER MICHIGAN WHO HAVE A CHILD THAT IS BATTLING CANCER
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TRACY HENRIKSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09062500051
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UP CHILDRENS FUND
ReturnHeader/Filer/BusinessNameControlTxt0UPCH
ReturnHeader/Filer/EIN0813604590
ReturnHeader/Filer/PhoneNum09062500051
ReturnHeader/Filer/USAddress/AddressLine1Txt0117 DANDELION LANE
ReturnHeader/Filer/USAddress/CityNm0MARQUETTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049855
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0842953343
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHAPMAN & MYERS CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01010 W WASHINGTON ST STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MARQUETTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0498551007
ReturnHeader/PreparerPersonGrp/PhoneNum09062287616
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES MYERS
ReturnHeader/ReturnTs02024-11-11T08:44:27-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$55,497
Liabilities
$0
Net assets
$55,497
Revenue
$8,494
Expenses
$516
Net income
$7,978
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$58.6$58.6$4.11$1.04$3.07
2023Detailed filing. Detailed filing data is available for this year.$55.5$0.00$55.5$8.49$0.52$7.98
2021Detailed filing. Detailed filing data is available for this year.$30.6$0.00$30.6$19.2$9.38$9.86
2020Detailed filing. Detailed filing data is available for this year.$20.8$0.00$20.8$4.65$8.57$3.92
2019Detailed filing. Detailed filing data is available for this year.$24.7$0.00$24.7$51.0$26.3$24.7