Civic Intelligence

Upper Investment Group Foundation

EIN 87-0734802 • Hacienda Heights, CA

3129 S Hacienda Blvd Suite 387Hacienda Heights, CA 91745
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

100th percentile

48213%

Faster asset growth than 100% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$504,870

Up $503,825 (+48213%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$504,870

Up $503,825 (+48213%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin99th percentile

Revenue

Up

$504,370

Up $504,370 from 2023

Expenses

Down

$545

Down $110 (-17%) from 2023

Net Income

Up

$503,825

Up $504,480 (+77020%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth100th percentile

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

$600K$400K$200K$0Assets 2011: $1,618Liabilities 2011: $02011Assets 2012: $1,009Liabilities 2012: $02012Assets 2013: $1,044Liabilities 2013: $02013Assets 2014: $1,051Liabilities 2014: $02014Assets 2015: $1,077Liabilities 2015: $02015Assets 2016: $1,444Liabilities 2016: $0Net Assets 2016: $1,4442016Assets 2017: $2,482Liabilities 2017: $0Net Assets 2017: $2,4822017Assets 2019: $8,816Liabilities 2019: $0Net Assets 2019: $8,8162019Assets 2020: $6,126Liabilities 2020: $0Net Assets 2020: $6,1262020Assets 2021: $2,384Liabilities 2021: $0Net Assets 2021: $2,3842021Assets 2022: $1,700Liabilities 2022: $0Net Assets 2022: $1,7002022Assets 2023: $1,045Liabilities 2023: $0Net Assets 2023: $1,0452023Assets 2024: $504,870Liabilities 2024: $0Net Assets 2024: $504,8702024

Highlighted filing

2024

Assets$504,870
Liabilities$0
Net Assets$504,870
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KRevenue 2011: $5,000Expenses 2011: $5,464Net Income 2011: -$4642011Revenue 2012: $10,000Expenses 2012: $10,609Net Income 2012: -$6092012Revenue 2013: $5,500Expenses 2013: $5,465Net Income 2013: $352013Revenue 2014: $5,500Expenses 2014: $5,493Net Income 2014: $72014Revenue 2015: $5,500Expenses 2015: $5,474Net Income 2015: $262015Revenue 2016: $6,000Expenses 2016: $5,633Net Income 2016: $3672016Revenue 2017: $6,500Expenses 2017: $5,462Net Income 2017: $1,0382017Revenue 2019: $11,000Expenses 2019: $5,489Net Income 2019: $5,5112019Revenue 2020: $5,000Expenses 2020: $7,690Net Income 2020: -$2,6902020Revenue 2021: $0Expenses 2021: $3,742Net Income 2021: -$3,7422021Revenue 2022: $0Expenses 2022: $684Net Income 2022: -$6842022Revenue 2023: $0Expenses 2023: $655Net Income 2023: -$6552023Revenue 2024: $504,370Expenses 2024: $545Net Income 2024: $503,8252024

Highlighted filing

2024

Revenue$504,370
Expenses$545
Net Income$503,825
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$504,870
Liabilities
$0
Net assets
$504,870
Revenue
$504,370
Expenses
$545
Net income
$503,825
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.05$0.00$5.05$5.04$0.01$5.04
2023Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00$0.01$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00$0.01$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00$0.04$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.05$0.08$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.11$0.05$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.07$0.05$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.06$0.06$0.00
2015Summary only. Only limited summary data is available for this year.$0.01$0.00$0.06$0.05$0.00
2014Summary only. Only limited summary data is available for this year.$0.01$0.00$0.06$0.05$0.00
2013Summary only. Only limited summary data is available for this year.$0.01$0.00$0.06$0.05$0.00
2012Summary only. Only limited summary data is available for this year.$0.01$0.00$0.10$0.11$0.01
2011Summary only. Only limited summary data is available for this year.$0.02$0.00$0.05$0.05$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NELSON TANDirector-$0--
ROSSANA TANSecretary-$0--
WILLIE TANCEO-$0--
Filing and Contact Details

Filer

Filer Name
Upper Investment Group Foundation
EIN
87-0734802
Phone
2132682075
Address
3129 S HACIENDA BLVD SUITE 387, HACIENDA HEIGHTS, CA 91745

Signing Officer

Name
Rossana Tan
Title
Secretary
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Andrew L Say CPA a Pac
Address
25129 THE OLD ROAD SUITE 302, STEVENSON RANCH, CA 91381
Preparer
Andrew L Say CPA
Phone
6612533788
Raw XML Appendix239 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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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/DisasterReliefTxt0LA WILDFIRE: FEMA-4856-DR-CA
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPPER INVESTMENT GROUP FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0UPPE
ReturnHeader/Filer/EIN0870734802
ReturnHeader/Filer/PhoneNum02132682075
ReturnHeader/Filer/USAddress/AddressLine1Txt03129 S HACIENDA BLVD SUITE 387
ReturnHeader/Filer/USAddress/CityNm0HACIENDA HEIGHTS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091745
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954791497
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDREW L SAY CPA A PAC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt025129 THE OLD ROAD SUITE 302
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STEVENSON RANCH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091381
ReturnHeader/PreparerPersonGrp/PhoneNum06612533788
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREW L SAY CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-17T13:39:02-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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