Civic Intelligence

Upper Investment Group Foundation

990PF • Fiscal year 2020 • EIN 87-0734802

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 13, 2021

Organization Profile
18809 Aldridge PlaceRowland Heights, CA 91748

(626) 839-5588

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.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

15th percentile

-54%

Higher net margin than 15% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

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.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

13th percentile

-31%

Faster asset growth than 13% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

20th percentile

-55%

Faster revenue growth than 20% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$6,126

Down $2,690 (-31%) from 2019

Net Assets

Down

$6,126

Down $2,690 (-31%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin15th percentile

Revenue

Down

$5,000

Down $6,000 (-55%) from 2019

Expenses

Up

$7,690

Up $2,201 (+40%) from 2019

Net Income

Down

-$2,690

Down $8,201 (-149%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$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

2020

Assets$6,126
Liabilities$0
Net Assets$6,126
Open 2020 Filing

Operations Trend

Revenue Growth20th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$5,000
Expenses$7,690
Net Income-$2,690
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 13, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NELSON TANPresident-$0--
Filing and Contact Details

Filer

Filer Name
Upper Investment Group Foundation
EIN
87-0734802
Phone
6268395588
Address
18809 ALDRIDGE PLACE, ROWLAND HEIGHTS, CA 91748

Signing Officer

Name
Nelson Tan
Title
Director
Signed
2021-11-13
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 Appendix217 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum06268395588
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1467
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1AWARDS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1VARIOUS CITIES
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05467
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt029771
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt07690
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05489
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05497
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05462
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05633
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07690
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt07690
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt035245
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt027555
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt018809 ALDRIDGE PLACE
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd091748
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0663
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0663
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0DUES & SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/CategoryTxt0STATE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt010
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NELSON TAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPPER INVESTMENT GROUP FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0UPPE
ReturnHeader/Filer/EIN0870734802
ReturnHeader/Filer/PhoneNum06268395588
ReturnHeader/Filer/USAddress/AddressLine1Txt018809 ALDRIDGE PLACE
ReturnHeader/Filer/USAddress/CityNm0ROWLAND HEIGHTS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091748
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/ReturnTs02021-11-13T12:22:22-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NELSON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TAN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$6,126
Liabilities
$0
Net assets
$6,126
Revenue
$5,000
Expenses
$7,690
Net income
-$2,690
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