Civic Intelligence

Upper Investment Group Foundation

990PF • Fiscal year 2014 • EIN 87-0734802

Jan 01, 2014 to Dec 31, 2014

Hacienda Heights, CA
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

43rd percentile

0.1%

Higher net margin than 43% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

50th percentile

0.7%

Faster asset growth than 50% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

48th percentile

0.0%

Faster revenue growth than 48% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$1,051

Up $7 (+0.7%) from 2013

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue

Flat

$5,500

Flat from 2013

Expenses

Up

$5,493

Up $28 (+0.5%) from 2013

Net Income

Down

$7

Down $28 (-80%) from 2013

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

Highlighted filing

2014

Assets$1,051
Liabilities$0
Net Assets-

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

Highlighted filing

2014

Revenue$5,500
Expenses$5,493
Net Income$7
Filing Detail Status

This 2014 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

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Filing Period
Jan 1, 2014 to Dec 31, 2014

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