Civic Intelligence

The Upbeat Foundation Co Hamill & Kaplan LLP Cpas

990PF • Fiscal year 2023 • EIN 95-4457104

Dec 01, 2022 to Nov 30, 2023

Organization Profile
Westlake Vlg, CA
Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

Higher debt load relative to assets than 62% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

76th percentile

0.03x

Higher debt load relative to revenue than 76% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

1st percentile

-7603%

Higher net margin than 1% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2023

Asset Growth

26th percentile

-13%

Faster asset growth than 26% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

96th percentile

270%

Faster revenue growth than 96% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$19,129

Down $2,813 (-13%) from 2022

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2022

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin1st percentile

Revenue

Up

$37

Up $27 (+270%) from 2022

Expenses

Up

$2,850

Up $435 (+18%) from 2022

Net Income

Down

-$2,813

Down $408 (-17%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2023

Assets$19,129
Liabilities$1
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth96th 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

2023

Revenue$37
Expenses$2,850
Net Income-$2,813
Open 2023 Filing
Filing Detail Status

This 2023 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

View Latest Detailed Filing (2025)
Jump To
Filing Snapshot
Filing Period
Dec 1, 2022 to Nov 30, 2023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing
Assets
$19,129
Liabilities
$1
Net assets
-
Revenue
$37
Expenses
$2,850
Net income
-$2,813
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

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • <$500k nonprofits