Civic Intelligence

Upper Clearwater Community Foundation Inc.

990EZ • Fiscal year 2021 • EIN 82-0536501

Jan 01, 2021 to Dec 31, 2021 • Filed on May 09, 2022

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

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

19th percentile

-19%

Higher net margin than 19% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

25th percentile

-11%

Faster asset growth than 25% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

79th percentile

63%

Faster revenue growth than 79% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$211,450

Down $26,138 (-11%) from 2020

Net Assets

Down

$211,450

Down $26,138 (-11%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin19th percentile

Revenue

Up

$139,500

Up $53,819 (+63%) from 2020

Expenses

Up

$165,638

Up $157,905 (+2042%) from 2020

Net Income

Down

-$26,138

Down $104,086 (-134%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth25th 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

2021

Assets$211,450
Liabilities$0
Net Assets$211,450
Open 2021 Filing

Operations Trend

Revenue Growth79th 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

2021

Revenue$139,500
Expenses$165,638
Net Income-$26,138
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 9, 2022
Return Version
2021v4.0
Gross Receipts
$139,500
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
OBTAIN AND MANAGE SAVE THE POOL FUNDS$161,000-
MANAGE LOCAL AREA AGENCY AND GRANT FUNDS THROUGH ACTION TEAMS--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT SIMMONSPresident-$0--
JERRY CLONINGERVice President-$0--
SHEILA SIMMONSSecretary-$0--
SHEILA SIMMONSTreasurer-$0--
DAWN MARIE JOHNSONDirector-$0--
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
2022-05-09
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Expenses.1009

“Depreciation $2687”

Other Expenses.1

“Grant funds to city of kamiah $161000”

Other Expenses.2

“RENT - STORAGE $360”

Other Assets.1004

“Miscellaneous - Beginning $23809 Miscellaneous - Ending $21122”

Raw XML Appendix164 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/PersonNm3SHEILA SIMMONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DAWN MARIE JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt023809
IRS990EZ/OtherAssetsTotalDetail/EOYAmt021122
IRS990EZ/OtherExpensesTotalAmt0164047
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/PrintingPublicationsPostageAmt071
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0161000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0165638
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IRS990EZ/TotalRevenueAmt0139500
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0139436
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt065868
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt025018
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0105
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IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02007
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0233336
IRS990ScheduleA/TotalSupportAmt0235343
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Depreciation $2687
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GRANT FUNDS TO CITY OF KAMIAH $161000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2RENT - STORAGE $360
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Miscellaneous - Beginning $23809 Miscellaneous - Ending $21122
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/Filer/EIN0820536501
ReturnHeader/Filer/PhoneNum02089350764
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0ID
ReturnHeader/Filer/USAddress/ZIPCd083536
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ID
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ReturnHeader/PreparerPersonGrp/PhoneNum02089623161
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ReturnHeader/ReturnTs02022-05-09T10:40:39-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SIMMONS
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 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$211,450
Liabilities
$0
Net assets
$211,450
Revenue
$139,500
Expenses
$165,638
Net income
-$26,138
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