Civic Intelligence

Frederick S Upton Foundation

EIN 84-2579330 • St Joseph, MI

2900 S State Street Ste 2ESt Joseph, MI 49085
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

$25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

15th percentile

0.00x

Higher debt load relative to revenue than 15% of similar nonprofits.

$25M-$50M nonprofits • Source year 2023

Net Margin

70th percentile

19%

Higher net margin than 70% of similar nonprofits.

$25M-$50M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

38th percentile

1.8%

Faster asset growth than 38% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

93rd percentile

135%

Faster revenue growth than 93% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$30,233,122

Up $792,187 (+2.7%) from 2023

Liabilities

Up

$10,035

Up $10,035 from 2023

Net Assets

Up

$30,223,087

Up $782,152 (+2.7%) from 2023

Operations
Liabilities / Revenue15th percentileNet Margin70th percentile

Revenue

Up

$3,261,312

Up $449,984 (+16%) from 2023

Expenses

Up

$2,479,160

Up $197,637 (+8.7%) from 2023

Net Income

Up

$782,152

Up $252,347 (+48%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth38th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$30M$20M$10M$0Assets 2020: $28,462,876Liabilities 2020: $0Net Assets 2020: $28,462,8762020Assets 2021: $29,696,277Liabilities 2021: $0Net Assets 2021: $29,696,2772021Assets 2022: $28,911,130Liabilities 2022: $0Net Assets 2022: $28,911,1302022Assets 2023: $29,440,935Liabilities 2023: $0Net Assets 2023: $29,440,9352023Assets 2024: $30,233,122Liabilities 2024: $10,035Net Assets 2024: $30,223,0872024

Highlighted filing

2024

Assets$30,233,122
Liabilities$10,035
Net Assets$30,223,087
Open 2024 Filing

Operations Trend

Revenue Growth93rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0MRevenue 2020: $2,121,039Expenses 2020: $1,840,538Net Income 2020: $280,5012020Revenue 2021: $3,122,638Expenses 2021: $1,889,237Net Income 2021: $1,233,4012021Revenue 2022: $1,196,160Expenses 2022: $2,953,041Net Income 2022: -$1,756,8812022Revenue 2023: $2,811,328Expenses 2023: $2,281,523Net Income 2023: $529,8052023Revenue 2024: $3,261,312Expenses 2024: $2,479,160Net Income 2024: $782,1522024

Highlighted filing

2024

Revenue$3,261,312
Expenses$2,479,160
Net Income$782,152
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,233,122
Liabilities
$10,035
Net assets
$30,223,087
Revenue
$3,261,312
Expenses
$2,479,160
Net income
$782,152
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$30.2$0.01$30.2$3.26$2.48$0.78
2023Detailed filing. Detailed filing data is available for this year.$29.4$0.00$29.4$2.81$2.28$0.53
2022Detailed filing. Detailed filing data is available for this year.$28.9$0.00$28.9$1.20$2.95$1.76
2021Detailed filing. Detailed filing data is available for this year.$29.7$0.00$29.7$3.12$1.89$1.23
2020Detailed filing. Detailed filing data is available for this year.$28.5$0.00$28.5$2.12$1.84$0.28
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 29, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARRIE VILLChair-$0--
JEFF UPTONVice Chair-$0--
THOMAS FOWLERTreasurer-$0--
BEN UPTONSecretary-$0--
BETSY UPTON STOVERMember-$0--
FRED UPTONMember-$0--
KATHLEEN MCCLENDONMember-$0--
SARAH DUPONTMember-$0--
Filing and Contact Details

Filer

Filer Name
Frederick S Upton Foundation
EIN
84-2579330
Phone
2699833304
Address
2900 S STATE STREET STE 2E, ST JOSEPH, MI 49085

Signing Officer

Name
Lisa Cripps
Title
Director
Phone
2699833304
Signed
2025-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Kruggel Lawton & Company LLC
Address
526 UPTON DRIVE, ST JOSEPH, MI 49085
Preparer
Robert Alex Schaeffer
Phone
2699830131
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