Civic Intelligence

The Upbeat Foundation Co Hamill & Kaplan LLP Cpas

990PF • Fiscal year 2017 • EIN 95-4457104

Dec 01, 2016 to Nov 30, 2017 • Filed on Jan 29, 2018

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

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

1st percentile

-20200%

Higher net margin than 1% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

27th percentile

-9.9%

Faster asset growth than 27% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

33rd percentile

-9.1%

Faster revenue growth than 33% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$36,794

Down $4,040 (-9.9%) from 2016

Net Assets

Down

$36,794

Down $4,040 (-9.9%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin1st percentile

Revenue

Down

$20

Down $2 (-9.1%) from 2016

Expenses

Down

$4,060

Down $1,891 (-32%) from 2016

Net Income

Up

-$4,040

Up $1,889 (+32%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth27th 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: $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

2017

Assets$36,794
Liabilities$0
Net Assets$36,794
Open 2017 Filing

Operations Trend

Revenue Growth33rd 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 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

2017

Revenue$20
Expenses$4,060
Net Income-$4,040
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2016 to Nov 30, 2017
Signed
Jan 29, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay77th 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
2018-01-29
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 Appendix214 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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AccountingFeesSchedule/AccountingFeesDetail/Amt02030
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0HAMILL & KAPLAN
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
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 $2,030 FOR FISCAL YEAR ENDED NOVEMBER 30, 2017).
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01934
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01934
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01934
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FMVAssetsEOYAmt036794
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt040834
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt040834
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt036794
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt039262
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt039262
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0589
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01934
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt038673
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt039262
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0STACY ALLEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JACK KAPLAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President & CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt06116 PAT AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt121860 BURBANK BLVD 165
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1WOODLAND HILLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt02125
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt02125
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt03200
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.054944
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt038673
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt056281
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt060137
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt02000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.274719
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02000
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02000
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd091367
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum08183471686
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0HURRICANE MARIA RELIEF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0AMERICAN RED CROSS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01450 11TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SANTA MONICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090401
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01967
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02000
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01901
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01967
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0LICENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt030
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STACY ALLEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-29
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/ReturnTs02018-01-29T17:38:21-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-12-01
ReturnHeader/TaxPeriodEndDt02017-11-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,794
Liabilities
$0
Net assets
$36,794
Revenue
$20
Expenses
$4,060
Net income
-$4,040
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
2017Detailed filing. Detailed filing data is available for this year.$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
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • <$500k nonprofits