Civic Intelligence

U Foundation

EIN 87-2018847 • 501(c)3 • Plainfield, IN

Pub. 78 Eligible

Profile

To provide health and physical trainign services for impoverished minors. Fundraise for breastcancer. Fundraise for military orgnaizations

2198 Reeves RoadPlainfield, IN 46168
Siviq Scores

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

Liabilities / Assets

93rd percentile

1.00x

Higher debt load relative to assets than 93% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

72nd percentile

0.02x

Higher debt load relative to revenue than 72% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

14th percentile

-49%

Higher net margin than 14% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

11th percentile

-97%

Faster asset growth than 11% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

69th percentile

16%

Faster revenue growth than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Down

$992

Down $30,977 (-97%) from 2023

Liabilities

Down

$992

Down $30,977 (-97%) from 2023

Net Assets

Flat

$0

Flat from 2023

Operations
Liabilities / Revenue72nd percentileNet Margin14th percentile

Revenue

Up

$63,420

Up $8,615 (+16%) from 2023

Expenses

Up

$94,396

Up $71,232 (+308%) from 2023

Net Income

Down

-$30,976

Down $62,617 (-198%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth11th percentile

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

$40K$30K$20K$10K$0Assets 2022: $328Liabilities 2022: $0Net Assets 2022: $3282022Assets 2023: $31,969Liabilities 2023: $31,969Net Assets 2023: $02023Assets 2024: $992Liabilities 2024: $992Net Assets 2024: $02024

Highlighted filing

2024

Assets$992
Liabilities$992
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue Growth69th percentile

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

$100K$50K$0-$50KRevenue 2022: $56,851Expenses 2022: $55,567Net Income 2022: $1,2842022Revenue 2023: $54,805Expenses 2023: $23,164Net Income 2023: $31,6412023Revenue 2024: $63,420Expenses 2024: $94,396Net Income 2024: -$30,9762024

Highlighted filing

2024

Revenue$63,420
Expenses$94,396
Net Income-$30,976
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$992
Liabilities
$992
Net assets
$0
Revenue
$63,420
Expenses
$94,396
Net income
-$30,976
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.99$0.99$0.00$63.4$94.4$31.0
2023Detailed filing. Detailed filing data is available for this year.$32.0$32.0$0.00$54.8$23.2$31.6
2022Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$56.9$55.6$1.28
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 28, 2025
Return Version
2024v5.2
Gross Receipts
$63,420
Mission and Program Overview

Mission

To provide health and physical trainign services for impoverished minors. Fundraise for breastcancer. Fundraise for military orgnaizations

1 Fundraise for physical training health wellness for minors in poverty 2 Fundraise for Breast Cancer 3 Fundraise for military orga

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$31,969$992▼ $30,977
Total Assets$31,969$992▼ $30,977
Liabilities
Accounts Payable and Accrued Expenses$31,969$992▼ $30,977
Total Liabilities$31,969$992▼ $30,977
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$0→ $0
Total Liabilities and Net Assets / Fund Balance$31,969$992▼ $30,977
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
James R BeebeChairman
Revenue and Support

Revenue Composition

Contributions and Grants
$63,420
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-30,976
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$68,670
Other Expenses$25,726
Total Fundraising Expense$10,629
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs---$68,670
Occupancy$13,515--$13,515
Other Expenses--$10,629$10,629
Interest$1,000--$1,000
Advertising-$582-$582
Total Functional Expenses$14,515$582$10,629$94,396
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
IU Foundation--ck 8725$36,091
Unsure Org EIN Number---$29,000
Navy Seal Founation---$1,079
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Barbells For Boobs$38,695$38,695-$38,695
Total Events$38,695$38,695-$38,695
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI Line 11B

“Board of directors reviews 990 before filing”

Part VI Line 19

“Upon request”

Filing and Contact Details

Filer

Filer Name
U Foundation
EIN
87-2018847
In Care Of
% James R Beebe
Phone
3172246960
Address
2198 Reeves Road, Plainfield, IN 46168

Signing Officer

Name
James R Beebe
Title
Chairman
Phone
3172246960
Signed
2025-10-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James R Beebe
Formed
2021
Legal Domicile
In
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Kinnamon Financial LLC
Address
2680 E Main St, Suite 214, Plainfield, IN 46168
Preparer
Daniel L Kinnamon
Phone
3172795531
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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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