Civic Intelligence

Upper Peninsula Association Of

990EZ • Fiscal year 2017 • EIN 81-5443267

Feb 10, 2017 to Dec 31, 2017 • Filed on Nov 06, 2018

1523 Ludington StreetEscanaba, MI 49829

(906) 786-2511

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

47th percentile

0.00x

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

95th percentile

41%

Higher net margin than 95% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

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

Source year 2017

Revenue Growth

Score unavailable

No value available

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

Source year 2017

Assets

$43,289

No earlier filing loaded for comparison.

Net Assets

$43,289

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$105,119

No earlier filing loaded for comparison.

Expenses

$61,830

No earlier filing loaded for comparison.

Net Income

$43,289

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2017: $43,289Liabilities 2017: $0Net Assets 2017: $43,2892017Assets 2018: $31,049Liabilities 2018: $0Net Assets 2018: $31,0492018Assets 2019: $69,666Liabilities 2019: $0Net Assets 2019: $69,6662019Assets 2020: $42,269Liabilities 2020: $0Net Assets 2020: $42,2692020Assets 2021: $24,581Liabilities 2021: $0Net Assets 2021: $24,5812021Assets 2022: $74,151Liabilities 2022: $0Net Assets 2022: $74,1512022Assets 2023: $84,049Liabilities 2023: $02023Assets 2024: $88,761Net Assets 2024: $88,7612024

Highlighted filing

2017

Assets$43,289
Liabilities$0
Net Assets$43,289

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2017: $105,119Expenses 2017: $61,830Net Income 2017: $43,2892017Revenue 2018: $68,994Expenses 2018: $81,234Net Income 2018: -$12,2402018Revenue 2019: $74,286Expenses 2019: $35,669Net Income 2019: $38,6172019Revenue 2020: $3,923Expenses 2020: $31,320Net Income 2020: -$27,3972020Revenue 2021: $43,842Expenses 2021: $61,530Net Income 2021: -$17,6882021Revenue 2022: $97,756Expenses 2022: $49,186Net Income 2022: $48,5702022Revenue 2023: $69,827Expenses 2023: $59,528Net Income 2023: $10,2992023Revenue 2024: $72,372Expenses 2024: $67,298Net Income 2024: $5,0742024

Highlighted filing

2017

Revenue$105,119
Expenses$61,830
Net Income$43,289
Jump To
Filing Snapshot
Filing Period
Feb 10, 2017 to Dec 31, 2017
Signed
Nov 6, 2018
Return Version
2017v2.3
Gross Receipts
$105,119
Mission and Program Overview

Mission

To provide a business network setting to improve awareness of and education on common issues and interests of independent insurance agents in the upper peninsula of michigan.

Program Services

DescriptionGrantsExpenses
HOSTED AN ANNUAL INSURANCE AGENT CONVENTION, PROVIDED ONLINE RESOURCES INCLUDING PUBLICATIONS AND LINKS TO KEEP INSURANCE PROFESSIONALS CURRENT AND PROVIDED GRANTS TO LOCAL ORGANIZATIONS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RYAN NUMMELAPresident-$0--
ANDREW LORENZVice President-$0--
JOLEE HUGHESSecretary/Treasurer-$0--
BOB FRANTTIDirector-$0--
RYAN DANIELSONDirector-$0--
CHRIS KATONADirector-$0--
JULIE RUOTSALADirector-$0--
ELISSA SIMONEDirector-$0--
STEPH OLSSONDirector-$0--
PETE SAIGHDirector-$0--
BILL JOHNSTONDirector-$0--
GORDON CHAMBERLAINDirector-$0--
Filing and Contact Details

Filer

Filer Name
Upper Peninsula Association of
EIN
81-5443267
Phone
9067862511
Address
1523 LUDINGTON STREET, ESCANABA, MI 49829

Signing Officer

Name
Jolee Hughes
Title
Secretary/treasurer
Phone
9067862511
Signed
2018-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Makela Toutant Hill Nardi & Katona Pc
Address
201 W BLUFF STREET, MARQUETTE, MI 49855
Preparer
Robin Rauvala CPA
Phone
9062283600
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: donation. Grantee name: michigan association of insurance agents. Grantee address: 1141 centennial way, lansing, mi 48917. Amount given: 9,500.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: donation. Grantee name: michigan association of professional insurance grantee name: michigan association of professional insurance. Grantee address: po box 99579, troy, mi 48099. Amount given: 6,500. Total included on form 990-ez, line 10: 16,000.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: supplies. Amount: 166. Description: meetings. Amount: 2,512. Description: insurance agent convention expense. Amount: 25,476. Description: education. Amount: 777. Description: travel and meals. Amount: 384. Description: irs exemption application fee. Amount: 850. Description: golf outing expenses. Amount: 5,167. Total to form 990-ez, line 16: 35,332.

Raw XML Appendix170 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum09067862511
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01523 LUDINGTON STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ESCANABA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd049829
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RYAN NUMMELA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOLEE HUGHES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BOB FRANTTI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RYAN DANIELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CHRIS KATONA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JULIE RUOTSALA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ELISSA SIMONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8STEPH OLSSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9PETE SAIGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10BILL JOHNSTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11GORDON CHAMBERLAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt035332
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE A BUSINESS NETWORK SETTING TO IMPROVE AWARENESS OF AND EDUCATION ON COMMON ISSUES AND INTERESTS OF INDEPENDENT INSURANCE AGENTS IN THE UPPER PENINSULA OF MICHIGAN.
IRS990EZ/PrintingPublicationsPostageAmt0383
IRS990EZ/ProgramServiceRevenueAmt023124
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HOSTED AN ANNUAL INSURANCE AGENT CONVENTION, PROVIDED ONLINE RESOURCES INCLUDING PUBLICATIONS AND LINKS TO KEEP INSURANCE PROFESSIONALS CURRENT AND PROVIDED GRANTS TO LOCAL ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt061830
IRS990EZ/TotalRevenueAmt0105119
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.UPAIIA.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: DONATION. GRANTEE NAME: MICHIGAN ASSOCIATION OF INSURANCE AGENTS. GRANTEE ADDRESS: 1141 CENTENNIAL WAY, LANSING, MI 48917. AMOUNT GIVEN: 9,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: DONATION. GRANTEE NAME: MICHIGAN ASSOCIATION OF PROFESSIONAL INSURANCE GRANTEE NAME: MICHIGAN ASSOCIATION OF PROFESSIONAL INSURANCE. GRANTEE ADDRESS: PO BOX 99579, TROY, MI 48099. AMOUNT GIVEN: 6,500. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 16,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: SUPPLIES. AMOUNT: 166. DESCRIPTION: MEETINGS. AMOUNT: 2,512. DESCRIPTION: INSURANCE AGENT CONVENTION EXPENSE. AMOUNT: 25,476. DESCRIPTION: EDUCATION. AMOUNT: 777. DESCRIPTION: TRAVEL AND MEALS. AMOUNT: 384. DESCRIPTION: IRS EXEMPTION APPLICATION FEE. AMOUNT: 850. DESCRIPTION: GOLF OUTING EXPENSES. AMOUNT: 5,167. TOTAL TO FORM 990-EZ, LINE 16: 35,332.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOLEE HUGHES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09067862511
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPPER PENINSULA ASSOCIATION OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INDEPENDENT INSURANCE AGENTS
ReturnHeader/Filer/BusinessNameControlTxt0UPPE
ReturnHeader/Filer/EIN0815443267
ReturnHeader/Filer/PhoneNum09067862511
ReturnHeader/Filer/USAddress/AddressLine1Txt01523 LUDINGTON STREET
ReturnHeader/Filer/USAddress/CityNm0ESCANABA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049829
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0147D39CB7ED1021EF76DE7342746D7A7CD9FD390
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0147D39CB7ED1021EF76DE7342746D7A7CD9FD390
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.13.97.2
ReturnHeader/FilingSecurityInformation/IPDt02018-11-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm016:03:44
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382806590
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MAKELA TOUTANT HILL NARDI & KATONA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 W BLUFF STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MARQUETTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049855
ReturnHeader/PreparerPersonGrp/PhoneNum09062283600
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBIN RAUVALA CPA
ReturnHeader/ReturnTs02018-11-08T09:53:32-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-02-10
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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