STRATEGY STUDIO / PUBLIC DATA EXPLORER

UPAVIM COMMUNITY DEVELOPMENT FOUNDATION: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
UPAVIM COMMUNITY DEVELOPMENT FOUNDATION (EIN 68-0558209)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-09-13
IRS object ID
201702569349301350
Schema version
2016v3.0
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)
Return2017-09-13T14:04:54-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN742243906PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LUDWICK TEMPLIN 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 Begin2016-01-01TaxPeriodBeginDt

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 Line1713 W GARFIELD AVEAddressLine1Txt
CityTEMPLECityNm
State AbbreviationTXStateAbbreviationCd
ZIP76501ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGREG NORMANPersonNm
Person TitleBOARD MEMBERPersonTitleTxt
Phone2549359506PhoneNum
Signature2017-08-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBLAKE P STAPPPreparerPersonNm
PTINP01505663PTIN
Phone2547710061PhoneNum
Preparation2017-08-08PreparationDt

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device Id61954EC822E7CB3F03BCD1223B7F8877AAD65621AtSubmissionCreationDeviceId
At Submission Filing Device Id776A950B823BD477C568B0C9BF7F117F3BFE5232AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

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$188,210GrossReceiptsAmt
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 Body12VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$131,231PYContributionsGrantsAmt
CY Contributions Grants$160,541CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$986PYInvestmentIncomeAmt
CY Investment Income$5,593CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$132,217PYTotalRevenueAmt
CY Total Revenue$166,134CYTotalRevenueAmt
PY Grants And Similar Paid$168,332PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$136,808CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
CY Other Expenses$2,201CYOtherExpensesAmt
PY Total Expenses$168,332PYTotalExpensesAmt
CY Total Expenses$139,009CYTotalExpensesAmt
PY Revenues Less Expenses-$36,115PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$27,125CYRevenuesLessExpensesAmt
Total Assets BOY$209,315TotalAssetsBOYAmt
Total Assets EOY$236,440TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$209,315NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$236,440NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionCHARITABLE ACTIVITIES IN GUATEMALAMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$84,807ExpenseAmt
Grant$84,807GrantAmt
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$52,001ExpenseAmt
Grant$52,001GrantAmt
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

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$2,201ExpenseAmt
DescBANK FEE CHARGESDesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$2,201TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$139,009TotalProgramServiceExpensesAmt
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
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
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 With Officer EntfalseBusinessRlnWithOfficerEntInd
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 Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
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 (12 entries)

TitleTitleTxtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
KATIE ABBOTT
BOARD MEMBERYes (X)$0$0$0
LINDA BILLOTTI
BOARD MEMBERYes (X)$0$0$0
ELLIE FRIEDLAND
BOARD MEMBERYes (X)$0$0$0
BARBARA LORRAINE
BOARD MEMBERYes (X)$0$0$0
MEAGAN MADDOCK
BOARD MEMBERYes (X)$0$0$0
EDWARD MURPHY
BOARD MEMBERYes (X)$0$0$0
GREG NORMAN
BOARD MEMBERYes (X)$0$0$0
DEBORAH OSBORNE
BOARD MEMBERYes (X)$0$0$0
BEA STRATTNER
BOARD MEMBERYes (X)$0$0$0
MARY JOAN FERRARA-MARSLAND
PRESIDENT$0$0$0Yes (X)
JANESSA LANDECK
TREASURER$0$0$0Yes (X)
LINDA WILEY
SECRETARY$0$0$0Yes (X)
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Government Grants$122,848GovernmentGrantsAmt
All Other Contributions$37,693AllOtherContributionsAmt
Total Contributions$160,541TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,297TotalRevenueColumnAmt
Related Or Exempt Func Income$1,297RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$25,757SecuritiesAmt
Other$615OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$22,076SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$3,681SecuritiesAmt
Other$615OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,296TotalRevenueColumnAmt
Related Or Exempt Func Income$4,296RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$166,134TotalRevenueColumnAmt
Related Or Exempt Func Income$5,593RelatedOrExemptFuncIncomeAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$136,808TotalAmt
Program Services$136,808ProgramServicesAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescFIDUCIARY EXPENSESDesc
Total$2,201TotalAmt
Program Services$2,201ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$139,009TotalAmt
Program Services$139,009ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$49,428BOYAmt
EOY$73,160EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$8,888BOYAmt
EOY$2,233EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$31,897BOYAmt
EOY$21,331EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$119,102BOYAmt
EOY$139,716EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$209,315BOYAmt
EOY$236,440EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$209,315BOYAmt
EOY$236,440EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$209,315BOYAmt
EOY$236,440EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$209,315BOYAmt
EOY$236,440EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$27,125ReconcilationRevenueExpnssAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd

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$66,457CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$169,744CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$110,015CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$131,231CurrentTaxYearMinus1YearAmt
Current Tax Year$160,541CurrentTaxYearAmt
Total$637,988TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$66,457CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$169,744CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$110,015CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$131,231CurrentTaxYearMinus1YearAmt
Current Tax Year$160,541CurrentTaxYearAmt
Total$637,988TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$637,988PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$13CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$16CurrentTaxYearMinus3YearsAmt
Total$29TotalAmt
FieldValueIRS element (for citing)
Total Support$638,017TotalSupportAmt
Gross Receipts Rltd Activities$1,297GrossReceiptsRltdActivitiesAmt
Public Support CY1701.00000PublicSupportCY170Pct
Public Support PY1700.99990PublicSupportPY170Pct
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 (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
MORAN STANLEY$114,055F
MUTUAL FUNDS - MORGAN STANLEY$17,199F
ETF'S AND CEF'S - MORGAN STANLEY$8,462F
FieldValueIRS element (for citing)
Total Book Value Securities$139,716TotalBookValueSecuritiesAmt

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$136,808RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices1SubtotalOfficesCnt
Subtotal Employees3SubtotalEmployeesCnt
Total Office1TotalOfficeCnt
Total Employee3TotalEmployeeCnt
Subtotal Spent$136,808SubtotalSpentAmt
Total Spent$136,808TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)

Purpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
SEE 990 PART III$84,807CASH
SEE 990 PART III$52,001CASH
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 136,808 0ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 2, PART III, LINE 4DBANK FEE CHARGES
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