Civic Intelligence

The David William Upham Foundation

990PF • Fiscal year 2014 • EIN 95-4652179

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 28, 2015

Organization Profile
3550 Wilshire Blvd No 840Los Angeles, CA 90010-2409

(213) 380-7130

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.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

60th percentile

7.7%

Higher net margin than 60% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

68th percentile

11%

Faster asset growth than 68% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

57th percentile

5.7%

Faster revenue growth than 57% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$27,008

Up $2,601 (+11%) from 2013

Net Assets

$27,008

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin60th percentile

Revenue

Up

$4,009

Up $215 (+5.7%) from 2013

Expenses

Up

$3,700

Up $175 (+5.0%) from 2013

Net Income

Up

$309

Up $40 (+15%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$100M$50M$0Assets 2011: $17,303Liabilities 2011: $02011Assets 2012: $19,405Liabilities 2012: $02012Assets 2013: $24,407Liabilities 2013: $02013Assets 2014: $27,008Liabilities 2014: $0Net Assets 2014: $27,0082014Assets 2015: $27,576Liabilities 2015: $0Net Assets 2015: $27,5762015Assets 2016: $29,704Liabilities 2016: $0Net Assets 2016: $29,7042016Assets 2017: $35,530Liabilities 2017: $0Net Assets 2017: $35,5302017Assets 2018: $39,394Liabilities 2018: $0Net Assets 2018: $39,3942018Assets 2019: $354,753Liabilities 2019: $0Net Assets 2019: $354,7532019Assets 2020: $2,265,218Liabilities 2020: $0Net Assets 2020: $2,265,2182020Assets 2021: $78,108,119Liabilities 2021: $0Net Assets 2021: $78,108,1192021Assets 2022: $65,834,312Liabilities 2022: $0Net Assets 2022: $65,834,3122022Assets 2023: $74,432,017Liabilities 2023: $0Net Assets 2023: $74,432,0172023Assets 2024: $83,306,353Liabilities 2024: $0Net Assets 2024: $83,306,3532024

Highlighted filing

2014

Assets$27,008
Liabilities$0
Net Assets$27,008
Open 2014 Filing

Operations Trend

Revenue Growth57th percentile

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

$80M$60M$40M$20M$0-$20MRevenue 2011: $2,767Expenses 2011: $2,590Net Income 2011: $1772011Revenue 2012: $7,824Expenses 2012: $7,065Net Income 2012: $7592012Revenue 2013: $3,794Expenses 2013: $3,525Net Income 2013: $2692013Revenue 2014: $4,009Expenses 2014: $3,700Net Income 2014: $3092014Revenue 2015: $336Expenses 2015: $10Net Income 2015: $3262015Revenue 2016: $6,712Expenses 2016: $6,350Net Income 2016: $3622016Revenue 2017: $3,525Expenses 2017: $3,120Net Income 2017: $4052017Revenue 2018: $10,465Expenses 2018: $4,649Net Income 2018: $5,8162018Revenue 2019: $365,424Expenses 2019: $58,527Net Income 2019: $306,8972019Revenue 2020: $1,976,258Expenses 2020: $65,793Net Income 2020: $1,910,4652020Revenue 2021: $73,488,381Expenses 2021: $1,131,121Net Income 2021: $72,357,2602021Revenue 2022: -$928,862Expenses 2022: $2,992,210Net Income 2022: -$3,921,0722022Revenue 2023: $3,281,284Expenses 2023: $4,009,102Net Income 2023: -$727,8182023Revenue 2024: $5,958,749Expenses 2024: $4,316,091Net Income 2024: $1,642,6582024

Highlighted filing

2014

Revenue$4,009
Expenses$3,700
Net Income$309
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 28, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID WILLIAM UPHAMDirector-$0--
ROBERT A HARABEDIANDirector-$0--
WILLARD M REISZDirector-$0--
Filing and Contact Details

Filer

Filer Name
The David William Upham Foundation
EIN
95-4652179
Phone
2133807130
Address
3550 WILSHIRE BLVD NO 840, LOS ANGELES, CA 90010-2409

Signing Officer

Name
David Upham
Title
President
Phone
2133807130
Signed
2015-07-28
Discuss with paid preparer
Yes

Preparer

Firm
Harabedian Hall & Co
Address
3550 WILSHIRE BLVD SUITE 840, LOS ANGELES, CA 90010
Preparer
Robert a Harabedian
Phone
2133807130
Raw XML Appendix299 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/NetInvestmentIncomeAmt00
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART VIII OF FORM 990-PF, LINE 1
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0INFORMATION ABOUT OFFICERS, DIRECTORS, TRUSTEES,AND FOUNDATION MANAGERS
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0ROBERT A. HARABEDIAN IS A DIRECTOR OF THE FOUNDATION AND IS ALSO A PARTNER IN THE FIRM OF HARABEDIAN, HALL & CO., WHICH PROVIDES ACCOUNTING AND TAX PREPARATION SERVICES TO THE FOUNDATION. THE FIRM RECEIVED A TOTAL OF $3,690.00 DURING THE YEAR.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DAVID WILLIAM UPHAM
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DAVID WILLIAM UPHAM
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01252
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01252
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02437
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06132
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01653
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt028562
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt029765
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt029765
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt041222
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02438
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02437
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06132
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01653
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt028562
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03690
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02438
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt070987
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt068549
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02292
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN ON INVESTMENTS
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/CategoryTxt0STATE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID UPHAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02133807130
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DAVID WILLIAM UPHAM FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0954652179
ReturnHeader/Filer/PhoneNum02133807130
ReturnHeader/Filer/USAddress/AddressLine1Txt03550 WILSHIRE BLVD NO 840
ReturnHeader/Filer/USAddress/CityNm0LOS ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0900102409
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953169005
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HARABEDIAN HALL & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03550 WILSHIRE BLVD SUITE 840
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090010
ReturnHeader/PreparerPersonGrp/PhoneNum02133807130
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT A HARABEDIAN
ReturnHeader/ReturnTs02015-07-31T12:39:57-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,008
Liabilities
$0
Net assets
$27,008
Revenue
$4,009
Expenses
$3,700
Net income
$309
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$83.3$0.00$83.3$5.96$4.32$1.64
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$74.4$0.00$74.4$3.28$4.01$0.73
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$65.8$0.00$65.8$0.93$2.99$3.92
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$78.1$0.00$78.1$73.5$1.13$72.4
2020Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$1.98$0.07$1.91
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.00$0.35$0.37$0.06$0.31
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.04$0.00$0.04$0.01$0.00$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.04$0.00$0.04$0.00$0.00$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.03$0.00$0.03$0.01$0.01$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.03$0.00$0.03$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.00$0.00$0.00
2013Summary only. Only limited summary data is available for this year.$0.02$0.00$0.00$0.00$0.00
2012Summary only. Only limited summary data is available for this year.$0.02$0.00$0.01$0.01$0.00
2011Summary only. Only limited summary data is available for this year.$0.02$0.00$0.00$0.00$0.00