Civic Intelligence

Upper Valley Mend

990T • Fiscal year 2021 • EIN 91-1415660

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

Organization Profilewww.uvmend.org
PO Box 772Leavenworth, WA 98826

(509) 548-0408

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $1,762,812Liabilities 2010: $208,624Net Assets 2010: $1,554,1882010Assets 2011: $2,622,448Liabilities 2011: $521,763Net Assets 2011: $2,100,6852011Assets 2012: $2,914,115Liabilities 2012: $730,672Net Assets 2012: $2,183,4432012Assets 2013: $4,300,998Liabilities 2013: $1,534,390Net Assets 2013: $2,766,6082013Assets 2014: $5,095,854Liabilities 2014: $2,189,167Net Assets 2014: $2,906,6872014Assets 2015: $5,410,132Liabilities 2015: $2,472,259Net Assets 2015: $2,937,8732015Assets 2016: $5,343,800Liabilities 2016: $2,335,312Net Assets 2016: $3,008,4882016Assets 2017: $4,532,483Liabilities 2017: $2,393,814Net Assets 2017: $2,138,6692017Assets 2018: $4,984,619Liabilities 2018: $2,846,541Net Assets 2018: $2,138,0782018Assets 2019: $4,876,388Liabilities 2019: $2,862,606Net Assets 2019: $2,013,7822019Assets 2020: $5,435,817Liabilities 2020: $2,881,099Net Assets 2020: $2,554,7182020Assets 2021: $3,228,472Liabilities 2021: $226,830Net Assets 2021: $3,001,6422021Assets 2022: $4,049,984Liabilities 2022: $802,728Net Assets 2022: $3,247,2562022Assets 2023: $10,697,589Liabilities 2023: $2,887,538Net Assets 2023: $7,810,0512023Assets 2024: $10,622,695Liabilities 2024: $264,112Net Assets 2024: $10,358,5832024

Latest loaded filing

2024

Assets$10,622,695
Liabilities$264,112
Net Assets$10,358,583
Open 2024 Filing

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $398,8512010Revenue 2011: $1,073,247Expenses 2011: $526,750Net Income 2011: $546,4972011Revenue 2012: $743,578Expenses 2012: $660,820Net Income 2012: $82,7582012Revenue 2013: $1,269,876Expenses 2013: $686,711Net Income 2013: $583,1652013Revenue 2014: $806,306Expenses 2014: $730,515Net Income 2014: $75,7912014Revenue 2015: $872,785Expenses 2015: $865,627Net Income 2015: $7,1582015Revenue 2016: $935,119Expenses 2016: $891,762Net Income 2016: $43,3572016Revenue 2017: $981,000Expenses 2017: $950,665Net Income 2017: $30,3352017Revenue 2018: $1,130,608Expenses 2018: $1,137,965Net Income 2018: -$7,3572018Revenue 2019: $1,142,317Expenses 2019: $1,121,316Net Income 2019: $21,0012019Revenue 2020: $1,766,830Expenses 2020: $1,267,019Net Income 2020: $499,8112020Revenue 2021: $1,643,735Expenses 2021: $1,244,301Net Income 2021: $399,4342021Revenue 2022: $1,793,267Expenses 2022: $1,428,365Net Income 2022: $364,9022022Revenue 2023: $6,828,079Expenses 2023: $2,358,958Net Income 2023: $4,469,1212023Revenue 2024: $4,929,697Expenses 2024: $2,481,795Net Income 2024: $2,447,9022024

Latest loaded filing

2024

Revenue$4,929,697
Expenses$2,481,795
Net Income$2,447,902
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.1
Mission and Program Overview

Mission

Provide assistance to needy individuals and affordable housing to low income individuals and families.

Filing and Contact Details

Filer

Filer Name
Upper Valley MEND
EIN
91-1415660
Phone
5095480408
Address
PO Box 772, Leavenworth, WA 98826

Signing Officer

Name
Kaylin Bettinger
Title
Executive Director
Signed
2022-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Goetz Bailey & Yale PS
Address
159 South Worthen St Ste 100, Wenatchee, WA 98801
Preparer
Michael J Yale CPA
Phone
5096629691
Raw XML Appendix96 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
IRS4562/BusinessOrActivityTxt0Form 990-T Sch A - Fair trade retail sto
IRS4562/OtherDepreciationAmt01292
IRS4562/TotalDepreciationAmt01292
IRS990T/BooksInCareOfDetail/PersonNm0Kaylin Bettinger Exec Dir
IRS990T/BooksInCareOfDetail/PhoneNum05095480408
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 772
IRS990T/BooksInCareOfDetail/USAddress/CityNm0Leavenworth
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd098826
IRS990T/BookValueAssetsEOYAmt03228472
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/ESPenaltyAmt021
IRS990T/EstimatedTaxPaymentsAmt08250
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form2220AttachedInd0X
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt03413
IRS990T/OverpaymentSection/OverpaymentAmt03413
IRS990TScheduleA/BeginningOfYearInventoryAmt075953
IRS990TScheduleA/CostOfGoodsSoldAmt0181171
IRS990TScheduleA/DepreciationNetAmt01292
IRS990TScheduleA/EmployeeBenefitProgramAmt05153
IRS990TScheduleA/EndOfYearInventoryAmt079354
IRS990TScheduleA/GrossProfitAmt0250672
IRS990TScheduleA/GrossReceiptsOrSalesAmt0431843
IRS990TScheduleA/NetGrossReceiptsOrSalesAmt0431843
IRS990TScheduleA/NetOperatingLossDeductionAmt049742
IRS990TScheduleA/OtherCostsAmt011437
IRS990TScheduleA/OtherDeductionsAmt077470
IRS990TScheduleA/OtherIncomeAmt0318
IRS990TScheduleA/OthInventoryValuationMethodCd0OTHER APPROVED METHOD
IRS990TScheduleA/PrincipalBusinessActivityCd0453220
IRS990TScheduleA/PurchasesAmt0173135
IRS990TScheduleA/SalariesAndWagesAmt083423
IRS990TScheduleA/Section263ARulesApplyInd0false
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TaxesAndLicensesAmt09975
IRS990TScheduleA/TotalCostGoodsSoldAmt0260525
IRS990TScheduleA/TotalDeductionsAmt0177313
IRS990TScheduleA/TotalDepreciationAmt01292
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0250990
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0250990
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0Fair trade retail store
IRS990TScheduleA/UBIBeforeNOLDedAmt073677
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt023935
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt04816
IRS990T/TaxExemptInterestAmt00
IRS990T/TaxLessCreditsAmt04816
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt08250
IRS990T/TotalTaxAmt04816
IRS990T/TotalTaxComputationAmt04816
IRS990T/TotalUBTIAmt022935
IRS990T/TotalUBTIBeforeNOLSpecificAmt023935
IRS990T/TotalUBTIBeforeSection199AAmt023935
IRS990T/TotalUBTIComputedAmt023935
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kaylin Bettinger
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Upper Valley MEND
ReturnHeader/Filer/BusinessNameControlTxt0UPPE
ReturnHeader/Filer/EIN0911415660
ReturnHeader/Filer/PhoneNum05095480408
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 772
ReturnHeader/Filer/USAddress/CityNm0Leavenworth
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098826
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911874918
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Goetz Bailey & Yale PS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0159 South Worthen St Ste 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Wenatchee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098801
ReturnHeader/PreparerPersonGrp/PhoneNum05096629691
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael J Yale CPA
ReturnHeader/ReturnTs02022-11-14T15:59:22-08:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Kaylin
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Bettinger
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
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Net assets
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Revenue
-
Expenses
-
Net income
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Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.6$0.26$10.4$4.93$2.48$2.45
2023Summary only. Only limited summary data is available for this year.$10.7$2.89$7.81$6.83$2.36$4.47
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.05$0.80$3.25$1.79$1.43$0.36
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.23$0.23$3.00$1.64$1.24$0.40
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.44$2.88$2.55$1.77$1.27$0.50
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.88$2.86$2.01$1.14$1.12$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.98$2.85$2.14$1.13$1.14$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.53$2.39$2.14$0.98$0.95$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.34$2.34$3.01$0.94$0.89$0.04
2015Detailed filing. Detailed filing data is available for this year.$5.41$2.47$2.94$0.87$0.87$0.01
2014Detailed filing. Detailed filing data is available for this year.$5.10$2.19$2.91$0.81$0.73$0.08
2013Detailed filing. Detailed filing data is available for this year.$4.30$1.53$2.77$1.27$0.69$0.58
2012Summary only. Only limited summary data is available for this year.$2.91$0.73$2.18$0.74$0.66$0.08
2011Summary only. Only limited summary data is available for this year.$2.62$0.52$2.10$1.07$0.53$0.55
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.76$0.21$1.55$0.40