Civic Intelligence

Upward Bound Senior Villa Inc.

990 • Fiscal year 2017 • EIN 95-4468960

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 07, 2018

Organization ProfileWWW.UPWARDBOUNDHOUSE.ORG

Refreshing map…

1104 Washington AvenueSanta Monica, CA 90403

(310) 458-7779

Siviq Scores

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

Liabilities / Assets

97th percentile

1.39x

Higher debt load relative to assets than 97% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

98th percentile

19.01x

Higher debt load relative to revenue than 98% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

6th percentile

-44%

Higher net margin than 6% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

17th percentile

-4.6%

Faster asset growth than 17% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

33rd percentile

-0.6%

Faster revenue growth than 33% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets97th percentile

Assets

Flat

$6,590,570

Flat from 2017

Net Assets

Flat

-$2,548,911

Flat from 2017

Liabilities

Flat

$9,139,481

Flat from 2017

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin6th percentile

Revenue

Flat

$480,840

Flat from 2017

Expenses

Flat

$690,178

Flat from 2017

Net Income

Flat

-$209,338

Flat from 2017

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$10M$5.0M$0-$5.0MAssets 2010: $7,905,689Liabilities 2010: $9,246,309Net Assets 2010: -$1,340,6202010Assets 2011: $7,730,130Liabilities 2011: $9,206,156Net Assets 2011: -$1,476,0262011Assets 2012: $7,544,572Liabilities 2012: $9,175,404Net Assets 2012: -$1,630,8322012Assets 2013: $7,366,074Liabilities 2013: $9,126,549Net Assets 2013: -$1,760,4752013Assets 2014: $7,196,479Liabilities 2014: $9,087,045Net Assets 2014: -$1,890,5662014Assets 2015: $7,018,919Liabilities 2015: $9,101,733Net Assets 2015: -$2,082,8142015Assets 2016: $6,906,909Liabilities 2016: $9,246,482Net Assets 2016: -$2,339,5732016Assets 2017: $6,590,570Liabilities 2017: $9,139,481Net Assets 2017: -$2,548,9112017Assets 2017: $6,590,570Liabilities 2017: $9,139,481Net Assets 2017: -$2,548,9112017Assets 2018: $6,385,392Liabilities 2018: $9,141,428Net Assets 2018: -$2,756,0362018Assets 2019: $6,269,434Liabilities 2019: $9,235,652Net Assets 2019: -$2,966,2182019Assets 2020: $6,107,895Liabilities 2020: $9,284,108Net Assets 2020: -$3,176,2132020Assets 2021: $5,876,455Liabilities 2021: $9,238,301Net Assets 2021: -$3,361,8462021Assets 2022: $5,836,177Liabilities 2022: $9,322,839Net Assets 2022: -$3,486,6622022Assets 2023: $5,555,984Liabilities 2023: $9,199,094Net Assets 2023: -$3,643,1102023Assets 2024: $5,406,516Liabilities 2024: $9,230,684Net Assets 2024: -$3,824,1682024

Highlighted filing

2017

Assets$6,590,570
Liabilities$9,139,481
Net Assets-$2,548,911
Open 2017 Filing

Operations Trend

Revenue Growth33rd percentile

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

$1.0M$500K$0-$500KExpenses 2010: $582,7362010Expenses 2011: $611,1762011Expenses 2012: $647,0932012Revenue 2013: $509,715Expenses 2013: $639,358Net Income 2013: -$129,6432013Revenue 2014: $519,201Expenses 2014: $649,292Net Income 2014: -$130,0912014Revenue 2015: $481,699Expenses 2015: $673,947Net Income 2015: -$192,2482015Revenue 2016: $483,713Expenses 2016: $740,472Net Income 2016: -$256,7592016Revenue 2017: $480,840Expenses 2017: $690,178Net Income 2017: -$209,3382017Revenue 2017: $480,840Expenses 2017: $690,178Net Income 2017: -$209,3382017Revenue 2018: $479,775Expenses 2018: $686,900Net Income 2018: -$207,1252018Revenue 2019: $474,805Expenses 2019: $684,987Net Income 2019: -$210,1822019Revenue 2020: $507,980Expenses 2020: $717,975Net Income 2020: -$209,9952020Revenue 2021: $581,226Expenses 2021: $766,859Net Income 2021: -$185,6332021Revenue 2022: $564,754Expenses 2022: $689,570Net Income 2022: -$124,8162022Revenue 2023: $575,703Expenses 2023: $732,151Net Income 2023: -$156,4482023Revenue 2024: $585,570Expenses 2024: $766,628Net Income 2024: -$181,0582024

Highlighted filing

2017

Revenue$480,840
Expenses$690,178
Net Income-$209,338
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 7, 2018
Return Version
2017v2.3
Gross Receipts
$480,840
Mission and Program Overview

Mission

Provide affordable rental housing with links to services for low income senior citizens by providing safe and comfortable facilities, a productive intergenerational community, and the resources essential to lead enriched, empowered, and independent lives.

Owns and operates a 70-unit apartment complex for low-income senior citizens.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$6,431,981$6,240,382▼ $191,599
Cash and Non-Interest-Bearing Accounts$38,332$36,275▼ $2,057
Accounts Receivable$5,768$0▼ $5,768
Prepaid Expenses and Deferred Charges$1,606$0▼ $1,606
Total Assets$6,906,909$6,590,570▼ $316,339
Other Assets Total$429,222$313,913▼ $115,309
Liabilities
Mortgage Notes Payable Secured by Investment Property$9,051,889$9,051,889→ $0
Accounts Payable and Accrued Expenses$174,745$67,603▼ $107,142
Other Liabilities$19,848$19,989▲ $141
Total Liabilities$9,246,482$9,139,481▼ $107,001
Net Assets / Fund Balance
Unrestricted Net Assets$-2,339,573$-2,548,911▼ $209,338
Total Net Assets Fund Balance$-2,339,573$-2,548,911▼ $209,338
Total Liabilities and Net Assets / Fund Balance$6,906,909$6,590,570▼ $316,339

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,232,815$3,317,987$7,550,802
Land$2,000,000-$2,000,000
Other Land Buildings$0$78,186$78,186
Equipment$7,567$52,281$59,848
Compensation and Service Providers
Top Officer Pay20th percentile

Board Members and Trustees

NameTitle
Renee Ordeneaux CPAChair
Tracy EdwardsVice Chair
Booker PearsonDirector
Cindy Mcquade LcswDirector
Glenda MartinezDirector
Jane Spiegel Md MsphDirector
Kim DefenderferDirector
Kitty WallaceDirector
Michael SongDirector
Reverend Patricia FarrisDirector
Tom WilsonDirector
Ysette WitteveenDirector
CATHY O' SHEASecretary
Sara LoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$264,330
Program Service Revenue
$214,513
Investment Income
$1,538
Other Revenue
$459
Change in Net Assets
$-209,338

Audited Revenue Reconciliation

Revenue per Audited Statements
$480,840
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$480,840
Total Revenue per Form 990
$480,840
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$583,166
Salaries, Compensation, and Employee Benefits$107,012
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$191,599--$191,599
Other Salaries and Wages-$90,393-$90,393
Fees for Services Management$60,803--$60,803
Insurance$46,761--$46,761
Fees for Services Accounting-$36,336-$36,336
Payroll Taxes$16,619--$16,619
Office Expenses-$11,372-$11,372
Other Expenses$10,044--$10,044
All Other Expenses$1,945$647-$2,592
Conferences and Meetings$450--$450
Travel-$416-$416
Fees for Services Legal$20--$20
Advertising$7--$7
Total Functional Expenses$551,014$139,164$0$690,178

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$690,178
Total Expenses per Audited Statements$690,178
Total Expenses per Form 990$690,178
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Deposits$19,989
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The board of directors of upward bound house are also the board of directors of the taxpayer. The employees of upward bound house perform the management functions of the taxpayer. A monthly management fee is paid to upward bound house by the taxpayer, and appropriate allocations of certain employee and other costs of upward bound house are reimbursed by the taxpayer.”

Form 990, Part VI, Section A, Line 8B

“There is no committee with authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“Form 990 is prepared by our outside accountants using information supplied by the taxpayer. Following completion of the draft form 990, the outside accountants provide management and the finance committee with the draft for review. After incorporating management's and the committee's comments, the accountants provide a revised form 990 which is distributed to the full board of directors for their review and comments before filing.”

Form 990, Part VI, Section B, Line 12C

“Each director is required to complete an annual certificate of compliance with the organization's conflict of interest policy. This certificate affirms the reading and understanding of the conflict of interest policy, lists the affiliations of the individual and certifies that the individual is in compliance with the conflict of interest policy. Changes occurring during the year in board member associations are communicated to the board liaison for updating of the organization's conflict of interest records.”

Form 990, Part VI, Section B, Line 15

“This organization has no employees. It pays a management fee and reimburses certain expenses to upward bound house, an affiliate, for services provided to the organization.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy, and audited financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Upward Bound Senior Villa Inc
EIN
95-4468960
Phone
3104587779
Address
1104 WASHINGTON AVENUE, SANTA MONICA, CA 90403

Signing Officer

Name
Christine Mirasy-glasco
Title
Executive Director
Phone
3104587779
Signed
2018-08-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christine Mirasy-glasco
Formed
1994
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
3
Volunteers
14

Preparer

Firm
Cohnreznick Llp
Address
400 CAPITOL MALL SUITE 1200, SACRAMENTO, CA 95814
Preparer
Lisa M Cummings CPA
Phone
9164429100
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization's board of directors has responsibility for oversight of the audit of its financial statements and selection of the independent auditor. This responsibility is unchanged from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The corporation has applied for and received a determination letter from the internal revenue service ("irs") to be treated as a tax exempt entity pursuant to section 501(c)(3) of the internal revenue code and did not have any unrelated business income for the year ended december 31, 2017. Due to its tax exempt status, the corporation is not subject to income taxes. The corporation is required to file and does file tax returns with the irs and other taxing authorities. Accordingly, these financial statements do not reflect a provision for income taxes and the corporation has no other tax positions that must be considered for disclosure. The corporation is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Management believes it is no longer subject to income tax examination for fiscal years prior to 2014.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GovernmentGrantsAmt0264330
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0480840
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt046761
IRS990/InsuranceGrp/TotalAmt046761
IRS990/InvestmentIncomeGrp/ExclusionAmt01538
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01538
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03448454
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06431981
IRS990/LandBldgEquipBasisNetGrp/EOYAmt06240382
IRS990/LandBldgEquipCostOrOtherBssAmt09688836
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE AFFORDABLE RENTAL HOUSING WITH LINKS TO SERVICES FOR LOW-INCOME SENIOR CITIZENS BY PROVIDING SAFE AND COMFORTABLE FACILITIES, A PRODUCTIVE INTERGENERATIONAL COMMUNITY, AND THE RESOURCES ESSENTIAL TO LEAD ENRICHED, EMPOWERED, AND INDEPENDENT LIVES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt09051889
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt09051889
IRS990/NetAssetsOrFundBalancesBOYAmt0-2339573
IRS990/NetAssetsOrFundBalancesEOYAmt0-2548911
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt011372
IRS990/OfficeExpensesGrp/TotalAmt011372
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0429222
IRS990/OtherAssetsTotalGrp/EOYAmt0313913
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc1UTILITIES
IRS990/OtherExpensesGrp/Desc2NURSING & ELDERLY CARE
IRS990/OtherExpensesGrp/Desc3REAL ESTATE TAXES
IRS990/OtherExpensesGrp/ProgramServicesAmt0124672
IRS990/OtherExpensesGrp/ProgramServicesAmt172634
IRS990/OtherExpensesGrp/ProgramServicesAmt225460
IRS990/OtherExpensesGrp/ProgramServicesAmt310044
IRS990/OtherExpensesGrp/TotalAmt0124672
IRS990/OtherExpensesGrp/TotalAmt172634
IRS990/OtherExpensesGrp/TotalAmt225460
IRS990/OtherExpensesGrp/TotalAmt310044
IRS990/OtherLiabilitiesGrp/BOYAmt019848
IRS990/OtherLiabilitiesGrp/EOYAmt019989
IRS990/OtherRevenueMiscGrp/BusinessCd0531110
IRS990/OtherRevenueMiscGrp/Desc0LAUNDRY & VENDING
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0459
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0459
IRS990/OtherRevenueTotalAmt0459
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt090393
IRS990/OtherSalariesAndWagesGrp/TotalAmt090393
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt016619
IRS990/PayrollTaxesGrp/TotalAmt016619
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01606
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0CHRISTINE MIRASY-GLASCO
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0214513
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0214513
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0270423
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02029
IRS990/PYOtherExpensesAmt0740472
IRS990/PYOtherRevenueAmt040
IRS990/PYProgramServiceRevenueAmt0211221
IRS990/PYRevenuesLessExpensesAmt0-256759
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0740472
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0483713
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-209338
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0214972
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0264330
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0270423
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0260054
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0258973
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0245234
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01299014
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01538
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02029
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01800
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01729
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01619
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt08715
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01092068
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0459
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt040
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0186
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt037329
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt037357
IRS990ScheduleA/OtherIncome170Grp/TotalAmt075371
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.93920
IRS990ScheduleA/PublicSupportPY170Pct00.91290
IRS990ScheduleA/PublicSupportTotal170Amt01299014
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0264330
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0270423
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0260054
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0258973
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0245234
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01299014
IRS990ScheduleA/TotalSupportAmt01383100
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt04232815
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03317987
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt07550802
IRS990ScheduleD/EquipmentGrp/BookValueAmt07567
IRS990ScheduleD/EquipmentGrp/DepreciationAmt052281
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt059848
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0690178
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt02000000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt02000000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt078186
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt078186
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt019989
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT DEPOSITS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0480840
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE CORPORATION HAS APPLIED FOR AND RECEIVED A DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE ("IRS") TO BE TREATED AS A TAX EXEMPT ENTITY PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND DID NOT HAVE ANY UNRELATED BUSINESS INCOME FOR THE YEAR ENDED DECEMBER 31, 2017. DUE TO ITS TAX EXEMPT STATUS, THE CORPORATION IS NOT SUBJECT TO INCOME TAXES. THE CORPORATION IS REQUIRED TO FILE AND DOES FILE TAX RETURNS WITH THE IRS AND OTHER TAXING AUTHORITIES. ACCORDINGLY, THESE FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION FOR INCOME TAXES AND THE CORPORATION HAS NO OTHER TAX POSITIONS THAT MUST BE CONSIDERED FOR DISCLOSURE. THE CORPORATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATION FOR FISCAL YEARS PRIOR TO 2014.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06240382
IRS990ScheduleD/TotalExpensesPerForm990Amt0690178
IRS990ScheduleD/TotalLiabilityAmt019989
IRS990ScheduleD/TotalRevenuePerForm990Amt0480840
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0480840
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0690178
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS OF UPWARD BOUND HOUSE ARE ALSO THE BOARD OF DIRECTORS OF THE TAXPAYER. THE EMPLOYEES OF UPWARD BOUND HOUSE PERFORM THE MANAGEMENT FUNCTIONS OF THE TAXPAYER. A MONTHLY MANAGEMENT FEE IS PAID TO UPWARD BOUND HOUSE BY THE TAXPAYER, AND APPROPRIATE ALLOCATIONS OF CERTAIN EMPLOYEE AND OTHER COSTS OF UPWARD BOUND HOUSE ARE REIMBURSED BY THE TAXPAYER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE IS NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS PREPARED BY OUR OUTSIDE ACCOUNTANTS USING INFORMATION SUPPLIED BY THE TAXPAYER. FOLLOWING COMPLETION OF THE DRAFT FORM 990, THE OUTSIDE ACCOUNTANTS PROVIDE MANAGEMENT AND THE FINANCE COMMITTEE WITH THE DRAFT FOR REVIEW. AFTER INCORPORATING MANAGEMENT'S AND THE COMMITTEE'S COMMENTS, THE ACCOUNTANTS PROVIDE A REVISED FORM 990 WHICH IS DISTRIBUTED TO THE FULL BOARD OF DIRECTORS FOR THEIR REVIEW AND COMMENTS BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EACH DIRECTOR IS REQUIRED TO COMPLETE AN ANNUAL CERTIFICATE OF COMPLIANCE WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. THIS CERTIFICATE AFFIRMS THE READING AND UNDERSTANDING OF THE CONFLICT OF INTEREST POLICY, LISTS THE AFFILIATIONS OF THE INDIVIDUAL AND CERTIFIES THAT THE INDIVIDUAL IS IN COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. CHANGES OCCURRING DURING THE YEAR IN BOARD MEMBER ASSOCIATIONS ARE COMMUNICATED TO THE BOARD LIAISON FOR UPDATING OF THE ORGANIZATION'S CONFLICT OF INTEREST RECORDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THIS ORGANIZATION HAS NO EMPLOYEES. IT PAYS A MANAGEMENT FEE AND REIMBURSES CERTAIN EXPENSES TO UPWARD BOUND HOUSE, AN AFFILIATE, FOR SERVICES PROVIDED TO THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION'S BOARD OF DIRECTORS HAS RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT AUDITOR. THIS RESPONSIBILITY IS UNCHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$6,590,570
Liabilities
$9,139,481
Net assets
-$2,548,911
Revenue
$480,840
Expenses
$690,178
Net income
-$209,338
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.41$9.23$3.82$0.59$0.77$0.18
2023Summary only. Only limited summary data is available for this year.$5.56$9.20$3.64$0.58$0.73$0.16
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.84$9.32$3.49$0.56$0.69$0.12
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.88$9.24$3.36$0.58$0.77$0.19
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.11$9.28$3.18$0.51$0.72$0.21
2019Summary only. Only limited summary data is available for this year.$6.27$9.24$2.97$0.47$0.68$0.21
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.39$9.14$2.76$0.48$0.69$0.21
2017Detailed filing. Detailed filing data is available for this year.$6.59$9.14$2.55$0.48$0.69$0.21
2017Summary only. Only limited summary data is available for this year.$6.59$9.14$2.55$0.48$0.69$0.21
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.91$9.25$2.34$0.48$0.74$0.26
2015Summary only. Only limited summary data is available for this year.$7.02$9.10$2.08$0.48$0.67$0.19
2014Detailed filing. Detailed filing data is available for this year.$7.20$9.09$1.89$0.52$0.65$0.13
2013Detailed filing. Detailed filing data is available for this year.$7.37$9.13$1.76$0.51$0.64$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.54$9.18$1.63$0.65
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.73$9.21$1.48$0.61
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.91$9.25$1.34$0.58