Civic Intelligence

The Upbeat Foundation Co Hamill & Kaplan LLP Cpas

990PF • Fiscal year 2015 • EIN 95-4457104

Dec 01, 2014 to Nov 30, 2015 • Filed on Jan 25, 2016

Organization Profile
21860 Burbank BlvdWoodland Hills, CA 91367

(818) 347-1686

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

1st percentile

-14676%

Higher net margin than 1% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

30th percentile

-7.3%

Faster asset growth than 30% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

42nd percentile

-3.8%

Faster revenue growth than 42% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Flat

$46,763

Flat from 2015

Net Assets

$46,763

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin1st percentile

Revenue

Flat

$25

Flat from 2015

Expenses

Flat

$3,694

Flat from 2015

Net Income

Flat

-$3,669

Flat from 2015

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$80K$60K$40K$20K$0Assets 2011: $63,355Liabilities 2011: $02011Assets 2012: $58,367Liabilities 2012: $02012Assets 2013: $53,106Liabilities 2013: $0Net Assets 2013: $53,1062013Assets 2014: $50,432Liabilities 2014: $0Net Assets 2014: $50,4322014Assets 2015: $46,763Liabilities 2015: $0Net Assets 2015: $46,7632015Assets 2015: $46,763Liabilities 2015: $12015Assets 2016: $40,834Liabilities 2016: $0Net Assets 2016: $40,8342016Assets 2017: $36,794Liabilities 2017: $0Net Assets 2017: $36,7942017Assets 2018: $34,250Liabilities 2018: $0Net Assets 2018: $34,2502018Assets 2019: $30,931Liabilities 2019: $0Net Assets 2019: $30,9312019Assets 2020: $27,350Liabilities 2020: $0Net Assets 2020: $27,3502020Assets 2021: $24,347Liabilities 2021: $0Net Assets 2021: $24,3472021Assets 2022: $21,942Liabilities 2022: $0Net Assets 2022: $21,9422022Assets 2023: $19,129Liabilities 2023: $12023

Highlighted filing

2015

Assets$46,763
Liabilities$0
Net Assets$46,763
Open 2015 Filing

Operations Trend

Revenue Growth42nd percentile

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

$10K$5.0K$0-$5.0K-$10KRevenue 2011: $13Expenses 2011: $4,695Net Income 2011: -$4,6822011Revenue 2012: $6Expenses 2012: $4,944Net Income 2012: -$4,9382012Expenses 2013: $5,2802013Revenue 2014: $26Expenses 2014: $2,700Net Income 2014: -$2,6742014Revenue 2015: $25Expenses 2015: $3,694Net Income 2015: -$3,6692015Revenue 2015: $25Expenses 2015: $3,694Net Income 2015: -$3,6692015Revenue 2016: $22Expenses 2016: $5,951Net Income 2016: -$5,9292016Revenue 2017: $20Expenses 2017: $4,060Net Income 2017: -$4,0402017Revenue 2018: $56Expenses 2018: $2,600Net Income 2018: -$2,5442018Revenue 2019: $82Expenses 2019: $3,401Net Income 2019: -$3,3192019Revenue 2020: $30Expenses 2020: $3,611Net Income 2020: -$3,5812020Revenue 2021: $8Expenses 2021: $3,011Net Income 2021: -$3,0032021Revenue 2022: $10Expenses 2022: $2,415Net Income 2022: -$2,4052022Revenue 2023: $37Expenses 2023: $2,850Net Income 2023: -$2,8132023

Highlighted filing

2015

Revenue$25
Expenses$3,694
Net Income-$3,669
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2014 to Nov 30, 2015
Signed
Jan 25, 2016
Return Version
2014v6.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STACY ALLENPresident & CEO-$0--
JACK KAPLANTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Upbeat Foundation
EIN
95-4457104
Phone
8183471686
Address
21860 BURBANK BLVD, WOODLAND HILLS, CA 91367

Signing Officer

Name
Stacy Allen
Title
President & CEO
Signed
2016-01-25
Discuss with paid preparer
Yes

Preparer

Firm
Hamill & Kaplan LLP CPAS
Address
21860 Burbank Blvd 165, Woodland Hills, CA 91367-7440
Preparer
Jack-Irwin Kaplan CPA
Phone
8183471686
Raw XML Appendix250 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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0NO OFFICER RECEIVES COMPENSATION, CONTRIBUTION TO EMPLOYEE BENEFIT PLANS, OR AN EXPENSE ACCOUNT AS A RESULT OF THEIR POSITION WITH THE ORGANIZATION. MR. KAPLAN'S FIRM, HAMILL & KAPLAN, LLP, FUNCTIONS SEPARATELY AS THE TAX PREPARER AND IS COMPENSATED ACCORDINGLY (TOTALING $1,280 FOR FISCAL YEAR ENDED NOVEMBER 30, 2015).
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IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt0325
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02431
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt02560
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FAILURE TO FILE PENALTY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1LICENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt110
TaxesSchedule/TaxesDetail/Amt099
TaxesSchedule/TaxesDetail/CategoryTxt0PY EXCISE TAX ON UNDISTRIBUTED INCOME
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STACY ALLEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE UPBEAT FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO HAMILL & KAPLAN LLP CPAS
ReturnHeader/Filer/BusinessNameControlTxt0UPBE
ReturnHeader/Filer/EIN0954457104
ReturnHeader/Filer/PhoneNum08183471686
ReturnHeader/Filer/USAddress/AddressLine1Txt021860 BURBANK BLVD
ReturnHeader/Filer/USAddress/CityNm0WOODLAND HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091367
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hamill & Kaplan LLP CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt021860 Burbank Blvd 165
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Woodland Hills
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0913677440
ReturnHeader/PreparerPersonGrp/PhoneNum08183471686
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jack-Irwin Kaplan CPA
ReturnHeader/ReturnTs02016-01-25T13:06:02-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-12-01
ReturnHeader/TaxPeriodEndDt02015-11-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$46,763
Liabilities
$0
Net assets
$46,763
Revenue
$25
Expenses
$3,694
Net income
-$3,669
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$19.1$0.00$0.04$2.85$2.81
2022Detailed filing. Detailed filing data is available for this year.$21.9$0.00$21.9$0.01$2.42$2.41
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.3$0.00$24.3$0.01$3.01$3.00
2020Detailed filing. Detailed filing data is available for this year.$27.4$0.00$27.4$0.03$3.61$3.58
2019Detailed filing. Detailed filing data is available for this year.$30.9$0.00$30.9$0.08$3.40$3.32
2018Detailed filing. Detailed filing data is available for this year.$34.3$0.00$34.3$0.06$2.60$2.54
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.8$0.00$36.8$0.02$4.06$4.04
2016Detailed filing. Detailed filing data is available for this year.$40.8$0.00$40.8$0.02$5.95$5.93
2015Detailed filing. Detailed filing data is available for this year.$46.8$0.00$46.8$0.03$3.69$3.67
2015Summary only. Only limited summary data is available for this year.$46.8$0.00$0.03$3.69$3.67
2014Detailed filing. Detailed filing data is available for this year.$50.4$0.00$50.4$0.03$2.70$2.67
2013Detailed filing. Detailed filing data is available for this year.$53.1$0.00$53.1$5.28
2012Summary only. Only limited summary data is available for this year.$58.4$0.00$0.01$4.94$4.94
2011Summary only. Only limited summary data is available for this year.$63.4$0.00$0.01$4.70$4.68