Civic Intelligence

Upper Clearwater Community Foundation Inc.

990EZ • Fiscal year 2019 • EIN 82-0536501

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 18, 2020

Organization ProfileN/A
PO Box 73Kamiah, ID 83536

(208) 935-0764

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

97th percentile

88%

Higher net margin than 97% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

78th percentile

31%

Faster asset growth than 78% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

85th percentile

49%

Faster revenue growth than 85% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$159,640

Up $37,992 (+31%) from 2018

Net Assets

Up

$159,640

Up $37,992 (+31%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin97th percentile

Revenue

Up

$43,152

Up $14,192 (+49%) from 2018

Expenses

Up

$5,160

Up $3,033 (+143%) from 2018

Net Income

Up

$37,992

Up $11,159 (+42%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$300K$200K$100K$0Assets 2011: $16,363Net Assets 2011: $16,3632011Assets 2012: $11,461Net Assets 2012: $11,4612012Assets 2013: $10,406Liabilities 2013: $0Net Assets 2013: $10,4062013Assets 2015: $6,645Liabilities 2015: $0Net Assets 2015: $6,6452015Assets 2017: $94,815Liabilities 2017: $0Net Assets 2017: $94,8152017Assets 2018: $121,648Liabilities 2018: $0Net Assets 2018: $121,6482018Assets 2019: $159,640Liabilities 2019: $0Net Assets 2019: $159,6402019Assets 2020: $237,588Liabilities 2020: $0Net Assets 2020: $237,5882020Assets 2021: $211,450Liabilities 2021: $0Net Assets 2021: $211,4502021Assets 2022: $88,188Liabilities 2022: $0Net Assets 2022: $88,1882022Assets 2023: $117,195Liabilities 2023: $0Net Assets 2023: $117,1952023Assets 2024: $134,700Net Assets 2024: $134,7002024

Highlighted filing

2019

Assets$159,640
Liabilities$0
Net Assets$159,640
Open 2019 Filing

Operations Trend

Revenue Growth85th percentile

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

$200K$100K$0-$100K-$200KRevenue 2011: $173,640Expenses 2011: $188,549Net Income 2011: -$14,9092011Revenue 2012: $119,340Expenses 2012: $124,242Net Income 2012: -$4,9022012Revenue 2013: $20,884Expenses 2013: $21,939Net Income 2013: -$1,0552013Revenue 2015: $0Expenses 2015: $1,619Net Income 2015: -$1,6192015Revenue 2017: $2,909Expenses 2017: $647Net Income 2017: $2,2622017Revenue 2018: $28,960Expenses 2018: $2,127Net Income 2018: $26,8332018Revenue 2019: $43,152Expenses 2019: $5,160Net Income 2019: $37,9922019Revenue 2020: $85,681Expenses 2020: $7,733Net Income 2020: $77,9482020Revenue 2021: $139,500Expenses 2021: $165,638Net Income 2021: -$26,1382021Revenue 2022: $4,923Expenses 2022: $128,185Net Income 2022: -$123,2622022Revenue 2023: $48,990Expenses 2023: $19,983Net Income 2023: $29,0072023Revenue 2024: $21,541Expenses 2024: $4,036Net Income 2024: $17,5052024

Highlighted filing

2019

Revenue$43,152
Expenses$5,160
Net Income$37,992
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 18, 2020
Return Version
2019v5.0
Gross Receipts
$84,316
Mission and Program Overview

Mission

To identify, promote and fund actions and projects which provide continuing community improvement in quality of life and economic vitality and which are consistent with community values.

Program Services

DescriptionGrantsExpenses
MANAGE LOCAL AREA AGENCY AND GRANT FUNDS THROUGH ACTION TEAMS$2,700-
MANAGE SAVE THE POOL FUNDS$2,404-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT SIMMONSPresident-$0--
JERRY CLONINGERVice President-$0--
AMY WIMERSecretary-$0--
SHEILA SIMMONSTreasurer-$0--
DUANE KETCHUMBoard Member-$0--
DAWN MARIE JOHNSONBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Crab Feed$55,303$55,303$1,937$53,366
Total Events$55,303$55,303$41,164$14,139
Filing and Contact Details

Filer

Filer Name
Upper Clearwater Community Foundation
EIN
82-0536501
Phone
2089350764
Address
PO BOX 73, KAMIAH, ID 83536

Signing Officer

Name
Robert Simmons
Title
President
Signed
2020-03-18
Discuss with paid preparer
Yes

Preparer

Firm
Forsmann Accounting LLC
Address
414 MAIN ST, COTTONWOOD, ID 83522-5270
Preparer
BRANDY L McELROY CPA
Phone
2089623161
Supplemental Narrative

Additional Explanations

Other Revenue.1

“BOUNCE HOUSE RENTAL $300”

Other Expenses.1009

“Depreciation $2404”

Other Assets.1004

“Miscellaneous - Beginning $0 Miscellaneous - Ending $25434”

Raw XML Appendix165 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROBERT SIMMONS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMY WIMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHEILA SIMMONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DUANE KETCHUM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DAWN MARIE JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt025434
IRS990EZ/OtherExpensesTotalAmt02404
IRS990EZ/OtherRevenueTotalAmt0300
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO IDENTIFY, PROMOTE AND FUND ACTIONS AND PROJECTS WHICH PROVIDE CONTINUING COMMUNITY IMPROVEMENT IN QUALITY OF LIFE AND ECONOMIC VITALITY AND WHICH ARE CONSISTENT WITH COMMUNITY VALUES.
IRS990EZ/PrintingPublicationsPostageAmt056
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02700
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt017139
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt05160
IRS990EZ/TotalProgramServiceExpensesAmt05104
IRS990EZ/TotalRevenueAmt043152
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt025018
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0105
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02909
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt014992
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt043024
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0695
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt043024
IRS990ScheduleA/TotalSupportAmt044884
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt041164
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOUNCE HOUSE RENTAL $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation $2404
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Miscellaneous - Beginning $0 Miscellaneous - Ending $25434
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1009
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ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT SIMMONS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPPER CLEARWATER COMMUNITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0UPPE
ReturnHeader/Filer/EIN0820536501
ReturnHeader/Filer/PhoneNum02089350764
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 73
ReturnHeader/Filer/USAddress/CityNm0KAMIAH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ID
ReturnHeader/Filer/USAddress/ZIPCd083536
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0833486560
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ID
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0835225270
ReturnHeader/PreparerPersonGrp/PhoneNum02089623161
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRANDY L McELROY CPA
ReturnHeader/ReturnTs02020-03-18T10:54:58-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$159,640
Liabilities
$0
Net assets
$159,640
Revenue
$43,152
Expenses
$5,160
Net income
$37,992
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.35$1.35$0.22$0.04$0.18
2023Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.49$0.20$0.29
2022Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.05$1.28$1.23
2021Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$1.40$1.66$0.26
2020Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.86$0.08$0.78
2019Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.43$0.05$0.38
2018Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.29$0.02$0.27
2017Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.03$0.01$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.00$0.02$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.21$0.22$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.11$1.19$1.24$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.16$1.74$1.89$0.15