Civic Intelligence

U Foundation

990 • Fiscal year 2024 • EIN 87-2018847

Jan 01, 2024 to Dec 31, 2024 • Filed on Oct 28, 2025

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

94th percentile

1.00x

Higher debt load relative to assets than 94% of similar nonprofits.

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

Liabilities / Revenue

69th percentile

0.02x

Higher debt load relative to revenue than 69% of similar nonprofits.

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

Net Margin

10th percentile

-49%

Higher net margin than 10% of similar nonprofits.

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

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

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

Asset Growth

4th percentile

-97%

Faster asset growth than 4% of similar nonprofits.

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

Revenue Growth

65th percentile

16%

Faster revenue growth than 65% of similar nonprofits.

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

Assets

Down

$992

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

Net Assets

Flat

$0

Flat from 2023

Liabilities

Down

$992

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

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

Historical Trend

Balance Sheet Trend

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

2024

Assets$992
Liabilities$992
Net Assets$0

Operations Trend

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

2024

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

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
Raw XML Appendix262 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt031969
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0992
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc01 Fundraise for physical training health wellness for minors in poverty 2 Fundraise for Breast Cancer 3 Fundraise for military orga
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0582
IRS990/AdvertisingGrp/TotalAmt0582
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0JAMES R BEEBE
IRS990/BooksInCareOfDetail/PhoneNum03172246960
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02198 Reeves Road
IRS990/BooksInCareOfDetail/USAddress/CityNm0Plainfield
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd046168
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0true
IRS990/CashNonInterestBearingGrp/BOYAmt031969
IRS990/CashNonInterestBearingGrp/EOYAmt0992
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt063420
IRS990/CYGrantsAndSimilarPaidAmt068670
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt025726
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-30976
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt094396
IRS990/CYTotalFundraisingExpenseAmt010629
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt063420
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0Use of Crossfit Gym
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/ExpenseAmt013515
IRS990/FamilyOrBusinessRlnInd0true
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt020.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0JAMES R BEEBE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairman
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02021
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt063420
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToDomesticOrgsGrp/TotalAmt068670
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt063420
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InterestGrp/ProgramServicesAmt01000
IRS990/InterestGrp/TotalAmt01000
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IN
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0To provide health and physical trainign services for impoverished minors. Fundraise for breastcancer. Fundraise for military orgnaizations
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesEOYAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt013515
IRS990/OccupancyGrp/TotalAmt013515
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FundraisingEvent Expense
IRS990/OtherExpensesGrp/FundraisingAmt010629
IRS990/OtherExpensesGrp/TotalAmt010629
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0James R Beebe
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt054805
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt01500
IRS990/PYOtherExpensesAmt021544
IRS990/PYRevenuesLessExpensesAmt031641
IRS990/PYSalariesCompEmpBnftPaidAmt0120
IRS990/PYTotalExpensesAmt023164
IRS990/PYTotalRevenueAmt054805
IRS990/ReconcilationRevenueExpnssAmt0-30976
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt013515
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt063420
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt054805
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt056851
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0175076
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0175076
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt063420
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt054805
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt056851
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0175076
IRS990ScheduleA/TotalSupportAmt0175076
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Barbells For Boobs
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt038695
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt038695
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt038695
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt038695
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt038695
IRS990ScheduleI/RecipientTable/CashGrantAmt036091
IRS990ScheduleI/RecipientTable/CashGrantAmt11079
IRS990ScheduleI/RecipientTable/CashGrantAmt229000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ck 8725
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0IU Foundation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Navy Seal Founation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Unsure Org EIN Number
IRS990ScheduleI/RecipientTable/RecipientEIN0356043086
IRS990ScheduleI/RecipientTable/RecipientEIN1311728910
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/CashGrantAmt02000
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/PersonNm0LT MICHAEL
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Board of directors reviews 990 before filing
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Upon request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part VI Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt031969
IRS990/TotalAssetsEOYAmt0992
IRS990/TotalAssetsGrp/BOYAmt031969
IRS990/TotalAssetsGrp/EOYAmt0992
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt063420
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt010629
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0582
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt014515
IRS990/TotalFunctionalExpensesGrp/TotalAmt094396
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt031969
IRS990/TotalLiabilitiesEOYAmt0992
IRS990/TotalLiabilitiesGrp/BOYAmt031969
IRS990/TotalLiabilitiesGrp/EOYAmt0992
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt013515
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt063420
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt031969
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0992
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02198 Reeves Road
IRS990/USAddress/CityNm0Plainfield
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd046168
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES R BEEBE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/PhoneNum03172246960
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-28
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02025-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL L KINNAMON
ReturnHeader/ReturnTs02025-10-28T12:12:58-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings