Civic Intelligence

Upper Investment Group Foundation

990T • Fiscal year 2021 • EIN 87-0734802

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

18809 Aldridge PlaceRowland Heights, CA 91748

(626) 839-5588

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

Latest loaded filing

2024

Assets$504,870
Liabilities$0
Net Assets$504,870

Operations Trend

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

Latest loaded filing

2024

Revenue$504,370
Expenses$545
Net Income$503,825
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.1
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
2022-11-14
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 Appendix52 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.

Path#Value
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IRS990T/BooksInCareOfDetail/PhoneNum06268395588
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt018809 ALDRIDGE PLACE
IRS990T/BooksInCareOfDetail/USAddress/CityNm0ROWLAND HEIGHTS
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd091748
IRS990T/BookValueAssetsEOYAmt02384
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt00
IRS990T/TaxExemptInterestAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalUBTIAmt00
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
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ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NELSON TAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-14
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
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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
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREW L SAY CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-14T16:48:09-08:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NELSON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TAN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
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