Civic Intelligence

The Uplands Foundation

990PF • Fiscal year 2020 • EIN 95-4442329

Jan 01, 2020 to Dec 31, 2020 • Filed on May 10, 2021

321 South Beverly Drive No KBeverly Hills, CA 90212

(510) 812-5639

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

1st percentile

-1420%

Higher net margin than 1% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

25th percentile

-2.7%

Faster asset growth than 25% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

1st percentile

-99%

Faster revenue growth than 1% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Down

$1,980,582

Down $54,884 (-2.7%) from 2019

Net Assets

Down

$1,980,582

Down $54,884 (-2.7%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$3,864

Down $284,937 (-99%) from 2019

Expenses

Down

$58,748

Down $177,051 (-75%) from 2019

Net Income

Down

-$54,884

Down $107,886 (-204%) from 2019

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,144,801Liabilities 2011: $02011Assets 2012: $2,826,448Liabilities 2012: $02012Assets 2013: $2,720,548Liabilities 2013: $34,8102013Assets 2014: $2,145,943Liabilities 2014: $0Net Assets 2014: $2,145,9432014Assets 2015: $1,885,763Liabilities 2015: $0Net Assets 2015: $1,885,7632015Assets 2016: $1,658,449Liabilities 2016: $0Net Assets 2016: $1,658,4492016Assets 2017: $1,957,383Liabilities 2017: $0Net Assets 2017: $1,957,3832017Assets 2018: $1,982,464Liabilities 2018: $0Net Assets 2018: $1,982,4642018Assets 2019: $2,035,466Liabilities 2019: $0Net Assets 2019: $2,035,4662019Assets 2020: $1,980,582Liabilities 2020: $0Net Assets 2020: $1,980,5822020Assets 2021: $2,247,016Liabilities 2021: $0Net Assets 2021: $2,247,0162021Assets 2022: $2,176,085Liabilities 2022: $0Net Assets 2022: $2,176,0852022Assets 2023: $1,828,050Liabilities 2023: $0Net Assets 2023: $1,828,0502023Assets 2024: $1,474,966Liabilities 2024: $0Net Assets 2024: $1,474,9662024

Highlighted filing

2020

Assets$1,980,582
Liabilities$0
Net Assets$1,980,582

Operations Trend

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

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $378,311Expenses 2011: $360,428Net Income 2011: $17,8832011Revenue 2012: $71,044Expenses 2012: $389,397Net Income 2012: -$318,3532012Revenue 2013: $136,195Expenses 2013: $277,830Net Income 2013: -$141,6352013Revenue 2014: $148,149Expenses 2014: $688,944Net Income 2014: -$540,7952014Revenue 2015: $110,028Expenses 2015: $370,208Net Income 2015: -$260,1802015Revenue 2016: $272,062Expenses 2016: $499,376Net Income 2016: -$227,3142016Revenue 2017: $520,394Expenses 2017: $221,460Net Income 2017: $298,9342017Revenue 2018: $324,122Expenses 2018: $299,041Net Income 2018: $25,0812018Revenue 2019: $288,801Expenses 2019: $235,799Net Income 2019: $53,0022019Revenue 2020: $3,864Expenses 2020: $58,748Net Income 2020: -$54,8842020Revenue 2021: $326,203Expenses 2021: $59,769Net Income 2021: $266,4342021Revenue 2022: $49,707Expenses 2022: $120,638Net Income 2022: -$70,9312022Revenue 2023: $88,953Expenses 2023: $436,988Net Income 2023: -$348,0352023Revenue 2024: $81,989Expenses 2024: $435,073Net Income 2024: -$353,0842024

Highlighted filing

2020

Revenue$3,864
Expenses$58,748
Net Income-$54,884
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 10, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LYNN FEINTECHSecretary-Treasurer-$0--
ANTHONY F BERNHARDTPresident/Director-$0--
Filing and Contact Details

Filer

Filer Name
The Uplands Foundation
EIN
95-4442329
Phone
5108125639
Address
321 SOUTH BEVERLY DRIVE NO K, BEVERLY HILLS, CA 90212

Signing Officer

Name
Lynn Feintech
Title
Secretary-treasurer
Phone
5106542630
Signed
2021-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Carswell Greenfield & Kunstler
Address
321 SOUTH BEVERLY DRIVE STEM, BEVERLY HILLS, CA 90212
Preparer
Evelyn Kunstler
Phone
3105560563
Raw XML Appendix318 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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IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05106542630
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt054097
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt096024
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt041927
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0135984
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0208167
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0132243
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0406122
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0259490
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt041927
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0217563
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0882516
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0135984
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0208167
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0132243
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0406122
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt054097
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01100079
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01142006
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1HIRSCH & ASSOCIATES-PHILANTHROPIC ADVISORS-SABBATICAL PROGRAM
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt153307
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03776
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03776
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt153307
TaxesSchedule/TaxesDetail/Amt085
TaxesSchedule/TaxesDetail/CategoryTxt0STATE TAXES AND FEES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt085
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LYNN FEINTECH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY-TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05106542630
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE UPLANDS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0UPLA
ReturnHeader/Filer/EIN0954442329
ReturnHeader/Filer/PhoneNum05108125639
ReturnHeader/Filer/USAddress/AddressLine1Txt0321 SOUTH BEVERLY DRIVE NO K
ReturnHeader/Filer/USAddress/CityNm0BEVERLY HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090212
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954627992
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARSWELL GREENFIELD & KUNSTLER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0321 SOUTH BEVERLY DRIVE STEM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BEVERLY HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090212
ReturnHeader/PreparerPersonGrp/PhoneNum03105560563
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EVELYN KUNSTLER
ReturnHeader/ReturnTs02021-05-16T19:52:09-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LYNN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FEINTECH
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.08$0.44$0.35
2023Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.09$0.44$0.35
2022Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.05$0.12$0.07
2021Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.33$0.06$0.27
2020Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.00$0.06$0.05
2019Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.29$0.24$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.32$0.30$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.52$0.22$0.30
2016Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.27$0.50$0.23
2015Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.11$0.37$0.26
2014Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.15$0.69$0.54
2013Summary only. Only limited summary data is available for this year.$2.72$0.03$0.14$0.28$0.14
2012Summary only. Only limited summary data is available for this year.$2.83$0.00$0.07$0.39$0.32
2011Summary only. Only limited summary data is available for this year.$3.14$0.00$0.38$0.36$0.02