Civic Intelligence

Invest Up

990 • Fiscal year 2020 • EIN 82-2441360

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 27, 2021

Organization ProfileWWW.INVESTUPMI.COM
857 W Washington St Ste 301Marquette, MI 49855

(906) 228-3900

Siviq Scores

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

Liabilities / Assets

86th percentile

0.37x

Higher debt load relative to assets than 86% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

82nd percentile

0.18x

Higher debt load relative to revenue than 82% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

45th percentile

2.0%

Higher net margin than 45% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

89th percentile

$39,259

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 10.4% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

82nd percentile

60%

Faster asset growth than 82% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

84th percentile

32%

Faster revenue growth than 84% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$182,865

Up $68,726 (+60%) from 2019

Net Assets

Up

$114,705

Up $7,698 (+7.2%) from 2019

Liabilities

Up

$68,160

Up $61,028 (+856%) from 2019

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin45th percentile

Revenue

Up

$377,818

Up $91,665 (+32%) from 2019

Expenses

Up

$370,120

Up $88,361 (+31%) from 2019

Net Income

Up

$7,698

Up $3,304 (+75%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2017: $33,104Liabilities 2017: $4,7552017Assets 2018: $109,995Liabilities 2018: $7,380Net Assets 2018: $102,6152018Assets 2019: $114,139Liabilities 2019: $7,132Net Assets 2019: $107,0072019Assets 2020: $182,865Liabilities 2020: $68,160Net Assets 2020: $114,7052020Assets 2021: $228,607Liabilities 2021: $72,087Net Assets 2021: $156,5202021Assets 2022: $261,240Liabilities 2022: $4,573Net Assets 2022: $256,6672022Assets 2023: $540,962Liabilities 2023: $317,857Net Assets 2023: $223,1052023Assets 2024: $2,705,062Liabilities 2024: $1,158,651Net Assets 2024: $1,546,4112024

Highlighted filing

2020

Assets$182,865
Liabilities$68,160
Net Assets$114,705
Open 2020 Filing

Operations Trend

Revenue Growth84th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2017: $83,632Expenses 2017: $55,283Net Income 2017: $28,3492017Revenue 2018: $230,948Expenses 2018: $156,682Net Income 2018: $74,2662018Revenue 2019: $286,153Expenses 2019: $281,759Net Income 2019: $4,3942019Revenue 2020: $377,818Expenses 2020: $370,120Net Income 2020: $7,6982020Revenue 2021: $612,162Expenses 2021: $570,347Net Income 2021: $41,8152021Revenue 2022: $1,071,521Expenses 2022: $971,374Net Income 2022: $100,1472022Revenue 2023: $994,377Expenses 2023: $1,044,163Net Income 2023: -$49,7862023Revenue 2024: $2,498,859Expenses 2024: $1,175,553Net Income 2024: $1,323,3062024

Highlighted filing

2020

Revenue$377,818
Expenses$370,120
Net Income$7,698
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 27, 2021
Return Version
2020v4.0
Gross Receipts
$377,818
Mission and Program Overview

Mission

To enhance the vitality of the communities affected by the michigan's upper peninsula by leveraging local resources with capital and expertise and fostering economic opportunity throughout the area.

To enhance the vitality of the communities affected by michigan's upper peninsula by leveraging local resources with capital and expertise and fostering economic opportunity throughout the area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$84,187$154,027▲ $69,840
Accounts Receivable$18,861$20,000▲ $1,139
Land, Buildings, and Equipment, Net$11,091$8,838▼ $2,253
Total Assets$114,139$182,865▲ $68,726
Liabilities
Mortgage Notes Payable Secured by Investment Property-$38,500-
Accounts Payable and Accrued Expenses$7,132$29,660▲ $22,528
Total Liabilities$7,132$68,160▲ $61,028
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$107,007$114,705▲ $7,698
Total Net Assets Fund Balance$107,007$114,705▲ $7,698
Total Liabilities and Net Assets / Fund Balance$114,139$182,865▲ $68,726

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$8,838$4,256$13,094
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Martin F FittanteCEOFT$35,385$3,874$39,259

Board Members and Trustees

NameTitle
Robert MahaneyChairman
Steve HicksVice Chairma
Matt JohnsonSecretary
Melissa HolmquistTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Michigan WorksPayroll2950 COLLEGE AVE, Escanaba, MI 49829$200,255
Revenue and Support

Revenue Composition

Contributions and Grants
$377,396
Program Service Revenue
$0
Investment Income
$422
Other Revenue
$0
All Other Contributions
$268,436
Change in Net Assets
$7,698
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$286,398
Salaries, Compensation, and Employee Benefits$83,722
Total Fundraising Expense$2,219
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$178,227$22,028-$200,255
Other Salaries and Wages$61,862$7,646-$69,508
Fees for Services Other-$28,111-$28,111
Information Technology$17,471$4,368-$21,839
Advertising$4,121$3,350$2,219$9,690
Travel$4,144$4,822-$8,966
Payroll Taxes$4,942$611-$5,553
Other Employee Benefits$4,887$604-$5,491
Fees for Services Accounting-$3,969-$3,969
Pension Plan Contributions$2,821$349-$3,170
Office Expenses$1,755$1,032-$2,787
Depreciation Depletion-$2,253-$2,253
Insurance-$989-$989
Other Expenses$1,423$447-$447
Total Functional Expenses$284,346$83,555$2,219$370,120
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The form 990 is reviewed by the board chairman and discussed with the accountant and executive director”

Form 990, Page 6, Part VI, Line 19

“Documents are made available to the public on request”

Filing and Contact Details

Filer

Filer Name
Invest Up
EIN
82-2441360
Phone
9062283900
Address
857 W WASHINGTON ST STE 301, MARQUETTE, MI 49855

Signing Officer

Name
Robert Mahaney
Title
Chairman
Phone
9062283900
Signed
2021-10-27

Organization Details

Principal Officer
Robert Mahaney
Formed
2017
Legal Domicile
Mi
Voting Board Members
4
Independent Board Members
4
Employees
3

Preparer

Firm
Anderson Tackman & Company Plc
Address
102 W WASHINGTON ST SUITE 109, MARQUETTE, MI 49855
Preparer
Daniel E Bianchi CPA
Phone
9062251166
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE BOARD CHAIRMAN AND DISCUSSED WITH THE ACCOUNTANT AND EXECUTIVE DIRECTOR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC ON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TaxablePartyNotificationInd0false
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IRS990/TotalOtherCompensationAmt03874
IRS990/TotalProgramServiceExpensesAmt0284346
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IRS990/TravelGrp/ProgramServicesAmt04144
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IRS990/WebsiteAddressTxt0WWW.INVESTUPMI.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT MAHANEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum09062283900
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INVEST UP
ReturnHeader/Filer/BusinessNameControlTxt0INVE
ReturnHeader/Filer/EIN0822441360
ReturnHeader/Filer/PhoneNum09062283900
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSON TACKMAN & COMPANY PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0102 W WASHINGTON ST SUITE 109
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MARQUETTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049855
ReturnHeader/PreparerPersonGrp/PhoneNum09062251166
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL E BIANCHI CPA
ReturnHeader/ReturnTs02021-11-10T09:57:25-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MAHANEY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$182,865
Liabilities
$68,160
Net assets
$114,705
Revenue
$377,818
Expenses
$370,120
Net income
$7,698
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.71$1.16$1.55$2.50$1.18$1.32
2023Detailed filing. Detailed filing data is available for this year.$0.54$0.32$0.22$0.99$1.04$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$1.07$0.97$0.10
2021Detailed filing. Detailed filing data is available for this year.$0.23$0.07$0.16$0.61$0.57$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.18$0.07$0.11$0.38$0.37$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.11$0.01$0.11$0.29$0.28$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.11$0.01$0.10$0.23$0.16$0.07
2017Summary only. Only limited summary data is available for this year.$0.03$0.00$0.08$0.06$0.03