Civic Intelligence

U Foundation

990 • Fiscal year 2023 • EIN 87-2018847

Jan 01, 2023 to Dec 31, 2023 • Filed on May 15, 2024

Organization Profile
2198 Reeves RoadPlainfield, IN 46168

(317) 224-6960

Siviq Scores

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

Liabilities / Assets

95th percentile

1.00x

Higher debt load relative to assets than 95% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

93rd percentile

0.58x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

92nd percentile

58%

Higher net margin than 92% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

100th percentile

9647%

Faster asset growth than 100% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

40th percentile

-3.6%

Faster revenue growth than 40% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets95th percentile

Assets

Up

$31,969

Up $31,641 (+9647%) from 2022

Net Assets

Down

$0

Down $328 (-100%) from 2022

Liabilities

Up

$31,969

Up $31,969 from 2022

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin92nd percentile

Revenue

Down

$54,805

Down $2,046 (-3.6%) from 2022

Expenses

Down

$23,164

Down $32,403 (-58%) from 2022

Net Income

Up

$31,641

Up $30,357 (+2364%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$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

2023

Assets$31,969
Liabilities$31,969
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth40th percentile

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

2023

Revenue$54,805
Expenses$23,164
Net Income$31,641
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 15, 2024
Return Version
2023v5.0
Gross Receipts
$54,805
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$328$31,969▲ $31,641
Total Assets$328$31,969▲ $31,641
Liabilities
Accounts Payable and Accrued Expenses$328$31,969▲ $31,641
Total Liabilities$328$31,969▲ $31,641
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$0→ $0
Total Liabilities and Net Assets / Fund Balance$328$31,969▲ $31,641
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
James R BeebeChairman
Revenue and Support

Revenue Composition

Contributions and Grants
$54,805
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$31,641
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$21,544
Total Fundraising Expense$2,356
Grants and Similar Amounts Paid$1,500
Salaries, Compensation, and Employee Benefits$120
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$11,285--$11,285
Grants to Domestic Orgs---$1,500
Interest$751--$751
Other Salaries and Wages$120--$120
Other Expenses--$104$104
Fees for Services Legal$22--$22
Total Functional Expenses$12,178$0$2,356$23,164
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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 2

“Chairman Owns Crosstraining facility Traning is done in”

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
2024-05-15
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
Raw XML Appendix297 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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IRS990/ScheduleBRequiredInd0false
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI Line 2
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES R BEEBE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/PhoneNum03172246960
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0U Foundation
ReturnHeader/Filer/BusinessNameControlTxt0UFOU
ReturnHeader/Filer/EIN0872018847
ReturnHeader/Filer/InCareOfNm0% James R Beebe
ReturnHeader/Filer/PhoneNum03172246960
ReturnHeader/Filer/USAddress/AddressLine1Txt02198 Reeves Road
ReturnHeader/Filer/USAddress/CityNm0Plainfield
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046168
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0831164492
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kinnamon Financial LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02680 E Main St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0Suite 214
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Plainfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046168
ReturnHeader/PreparerPersonGrp/PhoneNum03172795531
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL L KINNAMON
ReturnHeader/ReturnTs02024-05-15T14:39:50-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BEEBE
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,969
Liabilities
$31,969
Net assets
$0
Revenue
$54,805
Expenses
$23,164
Net income
$31,641
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