STRATEGY STUDIO / PUBLIC DATA EXPLORER

UPAVIM COMMUNITY DEVELOPMENT FOUNDATION: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
UPAVIM COMMUNITY DEVELOPMENT FOUNDATION (EIN 68-0558209)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-10-03
IRS object ID
202312769349301306
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-10-03T13:52:22-04:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN742243906PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LUDWICK MONTGOMERY & STAPP PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11949 SCOTT BLVDAddressLine1Txt
CityTEMPLECityNm
State AbbreviationTXStateAbbreviationCd
ZIP76504ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN680558209EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UPAVIM COMMUNITY DEVELOPMENTBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlUPAVBusinessNameControlTxt
Phone2549359506PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13705 WOODOLEE DRIVEAddressLine1Txt
CityTEMPLECityNm
State AbbreviationTXStateAbbreviationCd
ZIP76502ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGREG NORMANPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone2549359506PhoneNum
Signature2023-09-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGREGPersonFirstNm
Person LastNORMANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBLAKE P STAPPPreparerPersonNm
PTINP01505663PTIN
Phone2547710061PhoneNum
Preparation2023-08-30PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerGREG NORMANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1713 W GARFIELD AVEAddressLine1Txt
CityTEMPLECityNm
State AbbreviationTXStateAbbreviationCd
ZIP76501ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$291,872GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Legal Domicile StateTXLegalDomicileStateCd
Activity Or MissionCHARITABLE ACTIVITIES IN GUATEMALAActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$209,328PYContributionsGrantsAmt
CY Contributions Grants$189,714CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$6,323PYInvestmentIncomeAmt
CY Investment Income$48,387CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$215,651PYTotalRevenueAmt
CY Total Revenue$238,101CYTotalRevenueAmt
PY Grants And Similar Paid$213,722PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$220,225CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$29,298PYOtherExpensesAmt
CY Other Expenses$18,484CYOtherExpensesAmt
PY Total Expenses$243,020PYTotalExpensesAmt
CY Total Expenses$238,709CYTotalExpensesAmt
PY Revenues Less Expenses-$27,369PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$608CYRevenuesLessExpensesAmt
Total Assets BOY$329,412TotalAssetsBOYAmt
Total Assets EOY$328,804TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$329,412NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$328,804NetAssetsOrFundBalancesEOYAmt
MissionCHARITABLE ACTIVITIES IN GUATEMALAMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$119,777ExpenseAmt
Grant$101,293GrantAmt
DescPROMOTED AWARENESS OF AND RAISED FUNDS FOR UPAVIM WOMEN'S COOPERATIVE, LOCATED IN GUATEMALA CITY. FUNDS GRANTED TO SUPPORT EDUCATIONAL ACTIVITIES, HEALTH CARE, SCHOLARSHIPS, CONSTRUCTION, AND BASIC NEEDS SUPPLY FOR LOCAL FAMILIES. THIS SUPPORT IS PART OF LONG-TERM PARTNERSHIP.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$118,932ExpenseAmt
Grant$118,932GrantAmt
DescSUPPORTED VARIOUS SMALL PROJECTS IN RURAL AREAS OF GUATEMALA, INCLUDING SCHOOL CONSTRUCTION, ORGANIZING MEETINGS, AND TRANSPORTATION FOR PARTNER ORGANIZATIONS, DIRECT SUPPORT FOR ORPHANED CHILDREN IN PARTNER COMMUNITIES.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$238,709TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredfalseScheduleORequiredInd
IRP Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonGREG NORMANPersonNm
Phone2549359506PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1713 W GARFIELD AVEAddressLine1Txt
CityTEMPLECityNm
State AbbreviationTXStateAbbreviationCd
ZIP76501ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
KATIE ABBOT
BOARD MEMBER1.00Yes (X)$0$0$0
LINDA BILLOTTI
TREASURER1.00Yes (X)$0$0$0Yes (X)
ANDREA BURBANO
BOARD MEMBER1.00Yes (X)$0$0$0
VERONICA BURBANO
BOARD MEMBER1.00Yes (X)$0$0$0
LIESBETH CARBALLO-JANS
BOARD MEMBER1.00Yes (X)$0$0$0
ESTUARDO COBO
BOARD MEMBER1.00Yes (X)$0$0$0
RACHEL DISBROW
BOARD MEMBER1.00Yes (X)$0$0$0
JANESSA LANDECK
PRESIDENT1.00Yes (X)$0$0$0Yes (X)
BARBARA LORRAINE
BOARD MEMBER1.00Yes (X)$0$0$0
GREG NORMAN
VICE PRESIDE1.00Yes (X)$0$0$0Yes (X)
LINDA WILEY
SECRETARY1.00Yes (X)$0$0$0Yes (X)
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Government Grants$156,714GovernmentGrantsAmt
All Other Contributions$33,000AllOtherContributionsAmt
Total Contributions$189,714TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,201TotalRevenueColumnAmt
Related Or Exempt Func Income$5,201RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$96,897SecuritiesAmt
Other$60OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$53,771SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$43,126SecuritiesAmt
Other$60OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$43,186TotalRevenueColumnAmt
Related Or Exempt Func Income$43,186RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$238,101TotalRevenueColumnAmt
Related Or Exempt Func Income$48,387RelatedOrExemptFuncIncomeAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$220,225TotalAmt
Program Services$220,225ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$900TotalAmt
Program Services$900ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$16,762TotalAmt
Program Services$16,762ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$440TotalAmt
Program Services$440ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$382TotalAmt
Program Services$382ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$238,709TotalAmt
Program Services$238,709ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$101,619BOYAmt
EOY$146,624EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$10,824BOYAmt
EOY$29,103EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$216,969BOYAmt
EOY$153,077EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$329,412BOYAmt
EOY$328,804EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$329,412BOYAmt
EOY$328,804EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$329,412BOYAmt
EOY$328,804EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$329,412BOYAmt
EOY$328,804EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$608ReconcilationRevenueExpnssAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$146,866CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$202,201CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$238,398CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$209,328CurrentTaxYearMinus1YearAmt
Current Tax Year$189,714CurrentTaxYearAmt
Total$986,507TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$146,866CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$202,201CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$238,398CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$209,328CurrentTaxYearMinus1YearAmt
Current Tax Year$189,714CurrentTaxYearAmt
Total$986,507TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$986,507PublicSupportTotal170Amt
Total Support$986,507TotalSupportAmt
Gross Receipts Rltd Activities$20,060GrossReceiptsRltdActivitiesAmt
Public Support CY1701.00000PublicSupportCY170Pct
Public Support PY1701.00000PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescMORGAN STANLEYDesc
Book Value$153,077BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$153,077TotalBookValueSecuritiesAmt

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionUPAVIM WOMEN'S COOPERATIVERegionTxt
Offices1OfficesCnt
Employee3EmployeeCnt
Type Of Activities ConductedSEE 990 PART IIITypeOfActivitiesConductedTxt
Specific Services ProvidedCHARITABLESpecificServicesProvidedTxt
Region Total Expenditures$220,225RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices1SubtotalOfficesCnt
Subtotal Employees3SubtotalEmployeesCnt
Total Office1TotalOfficeCnt
Total Employee3TotalEmployeeCnt
Subtotal Spent$220,225SubtotalSpentAmt
Total Spent$220,225TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)

Purpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
SEE 990 PART III$101,293CASH
SEE 990 PART III$118,932CASH
FieldValueIRS element (for citing)
Transfer To Foreign CorpfalseTransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE F, PAGE 1, PART I, LINE 3FormAndLineReferenceDesc
ExplanationUPAVIM WOMEN'S COOPERATIVE 220,225 0ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 11BNO REVIEW WAS OR WILL BE CONDUCTED.
FORM 990, PAGE 6, PART VI, LINE 19NO DOCUMENTS AVAILABLE TO THE PUBLIC