Civic Intelligence

The Upbeat Foundation Co Hamill & Kaplan LLP Cpas

990PF • Fiscal year 2019 • EIN 95-4457104

Dec 01, 2018 to Nov 30, 2019 • Filed on Feb 05, 2020

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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

58th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

1st percentile

-4048%

Higher net margin than 1% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

28th percentile

-9.7%

Faster asset growth than 28% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

86th percentile

46%

Faster revenue growth than 86% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$30,931

Down $3,319 (-9.7%) from 2018

Net Assets

Down

$30,931

Down $3,319 (-9.7%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin1st percentile

Revenue

Up

$82

Up $26 (+46%) from 2018

Expenses

Up

$3,401

Up $801 (+31%) from 2018

Net Income

Down

-$3,319

Down $775 (-30%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2019

Assets$30,931
Liabilities$0
Net Assets$30,931
Open 2019 Filing

Operations Trend

Revenue Growth86th 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

2019

Revenue$82
Expenses$3,401
Net Income-$3,319
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2018 to Nov 30, 2019
Signed
Feb 5, 2020
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay83rd 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
2020-02-05
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 Appendix224 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/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 $1,690 FOR FISCAL YEAR ENDED NOVEMBER 30, 2019).
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01
IRS990PF/FMVAssetsEOYAmt030931
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt034250
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt034250
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt030931
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt032455
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt032455
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0487
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01598
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt031968
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt032455
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
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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
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1WOODLAND HILLS
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01655
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01656
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01999
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt038673
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.258891
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01699
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01700
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01700
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/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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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/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0HAMILL & KAPLAN LLP CPAS
IRS990PF/StatementsRegardingActyGrp/PhoneNum08183471686
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01700
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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
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01678
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01700
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01575
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01678
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0LICENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
TaxesSchedule/TaxesDetail/Amt01
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX ON INVESTMENT INCOME
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STACY ALLEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-05
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/PreparerFirmEIN0201874095
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/ReturnTs02020-02-05T15:34:57-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-12-01
ReturnHeader/TaxPeriodEndDt02019-11-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,931
Liabilities
$0
Net assets
$30,931
Revenue
$82
Expenses
$3,401
Net income
-$3,319
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
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

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