Civic Intelligence

Upseka Inc.

990PF • Fiscal year 2023 • EIN 88-3267041

Jan 01, 2023 to Dec 31, 2023 • Filed on May 17, 2024

Organization Profile
2626 South Beverly StreetSalt Lake City, UT 84106

(385) 355-5153

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

97th percentile

96%

Higher net margin than 97% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

$2,182,658

No earlier filing loaded for comparison.

Net Assets

$2,182,658

No earlier filing loaded for comparison.

Liabilities

$1

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin97th percentile

Revenue

$2,267,830

No earlier filing loaded for comparison.

Expenses

$85,172

No earlier filing loaded for comparison.

Net Income

$2,182,658

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0Assets 2023: $2,182,658Liabilities 2023: $1Net Assets 2023: $2,182,6582023Assets 2024: $2,243,039Liabilities 2024: $25,000Net Assets 2024: $2,218,0392024

Highlighted filing

2023

Assets$2,182,658
Liabilities$1
Net Assets$2,182,658
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0Revenue 2023: $2,267,830Expenses 2023: $85,172Net Income 2023: $2,182,6582023Revenue 2024: $180,944Expenses 2024: $145,563Net Income 2024: $35,3812024

Highlighted filing

2023

Revenue$2,267,830
Expenses$85,172
Net Income$2,182,658
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 17, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAREN PARDYJAKPres Treas-$0--
ERIC PARDYJAKVP Secr-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE ROAD HOMEHOMELESS SHELTER CARETAX EXEMPTSALT LAKE CITY, UT, US$50,000
Paid GrantBOYS & GIRLS CLUB OF GREATER SLOUTDOOR RECREATIONAL PROGRAMSTAX EXEMPTMURREY, UT, US$25,000
Filing and Contact Details

Filer

Filer Name
Upeksa Inc
EIN
88-3267041
Phone
3853555153
Address
2626 SOUTH BEVERLY STREET, SALT LAKE CITY, UT 84106

Signing Officer

Name
Karen Pardyjak
Title
Pres Treas
Phone
3853555153
Signed
2024-05-17

Preparer

Firm
Bauman Associates Ltd
Address
PO BOX 1225, EAU CLAIRE, WI 54702-1225
Preparer
Jay J Grokowsky CPA
Phone
7158342001
Raw XML Appendix243 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MUTUAL FUNDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1FIXED INCOME FUNDS
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt089895
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt089895
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt090651
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0756
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IRS990PF/FMVAssetsEOYAmt02268752
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IRS990PF/InitialReturnInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01775142
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt027609
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt090651
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01813017
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IRS990PF/NameChangeInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt075848
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0KAREN ERIC PARDYJAK
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0SUPPORTING POPULATION OF PEOPLE WITH SIGNIFICANT NEEDS & LIMITED ACCESS TO GETTING THOSE NEEDS MET.
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IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0HOMELESS SHELTER CARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1OUTDOOR RECREATIONAL PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE ROAD HOME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BOYS & GIRLS CLUB OF GREATER SL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0TAX EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1TAX EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1PUBLIC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15263 SOUTH COMMERCE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SALT LAKE CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MURREY
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt075848
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt075848
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt014047
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0CLAIRE & MARJORIE JOHNSON INC
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 403
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CUMBERLAND
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IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt02204129
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt01742925
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0MARKETABLE SECURITIES
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02023-02-03
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt09290
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0STIFEL ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt09290
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0SEE SCHEDULE B
TaxesSchedule/TaxesDetail/Amt034
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt034
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN PARDYJAK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES TREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum03853555153
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPEKSA INC
ReturnHeader/Filer/BusinessNameControlTxt0UPEK
ReturnHeader/Filer/EIN0883267041
ReturnHeader/Filer/PhoneNum03853555153
ReturnHeader/Filer/USAddress/AddressLine1Txt02626 SOUTH BEVERLY STREET
ReturnHeader/Filer/USAddress/CityNm0SALT LAKE CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084106
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391277627
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAUMAN ASSOCIATES LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1225
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EAU CLAIRE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0547021225
ReturnHeader/PreparerPersonGrp/PhoneNum07158342001
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAY J GROKOWSKY CPA
ReturnHeader/ReturnTs02024-05-17T09:12:25-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KAREN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PARDYJAK
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 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,182,658
Liabilities
$1
Net assets
$2,182,658
Revenue
$2,267,830
Expenses
$85,172
Net income
$2,182,658
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.24$0.03$2.22$0.18$0.15$0.04
2023Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$2.27$0.09$2.18