UPAVIM COMMUNITY DEVELOPMENT FOUNDATION: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
UPAVIM COMMUNITY DEVELOPMENT FOUNDATION (EIN 68-0558209)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-06-27
IRS object ID
201901789349300220
Schema version
2018v3.1
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)
Return2019-06-27T10:49:33-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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
Signature2019-05-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBLAKE P STAPPPreparerPersonNm
PTINP01505663PTIN
Phone2547710061PhoneNum
Preparation2019-05-22PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address24.173.14.50IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-06-27IPDt
IP Tm10:49:33IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id8D19A8546576371D76A4EB017FE333F72E4A3265AtSubmissionCreationDeviceId
At Submission Filing Device IdCAF12180A237D1CCED8DAD85B2CA615B4077EA3FAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

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$260,783GrossReceiptsAmt
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$282,780PYContributionsGrantsAmt
CY Contributions Grants$146,866CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$12,136PYInvestmentIncomeAmt
CY Investment Income$34,826CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$294,916PYTotalRevenueAmt
CY Total Revenue$181,692CYTotalRevenueAmt
PY Grants And Similar Paid$235,820PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$174,243CYGrantsAndSimilarPaidAmt
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$0CYOtherExpensesAmt
PY Total Expenses$235,820PYTotalExpensesAmt
CY Total Expenses$174,243CYTotalExpensesAmt
PY Revenues Less Expenses$59,096PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$7,449CYRevenuesLessExpensesAmt
Total Assets BOY$295,536TotalAssetsBOYAmt
Total Assets EOY$302,985TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$295,536NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$302,985NetAssetsOrFundBalancesEOYAmt
MissionCHARITABLE ACTIVITIES IN GUATEMALAMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$112,173ExpenseAmt
Grant$112,173GrantAmt
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$62,070ExpenseAmt
Grant$62,070GrantAmt
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$174,243TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
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
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 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
LINDA BILLOTTI
BOARD MEMBERYes (X)$0$0$0
ESTUARDO COBO
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
STEPHANIE MCGRATH
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
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$146,866GovernmentGrantsAmt
Total Contributions$146,866TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,024TotalRevenueColumnAmt
Related Or Exempt Func Income$3,024RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$110,316SecuritiesAmt
Other$577OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$79,091SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$31,225SecuritiesAmt
Other$577OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$31,802TotalRevenueColumnAmt
Related Or Exempt Func Income$31,802RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$181,692TotalRevenueColumnAmt
Related Or Exempt Func Income$34,826RelatedOrExemptFuncIncomeAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$174,243TotalAmt
Program Services$174,243ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$174,243TotalAmt
Program Services$174,243ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$109,048BOYAmt
EOY$81,672EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$7,181BOYAmt
EOY$38,505EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$935BOYAmt
EOY$16,520EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$178,372BOYAmt
EOY$166,288EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$295,536BOYAmt
EOY$302,985EOYAmt

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$295,536BOYAmt
EOY$302,985EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$295,536BOYAmt
EOY$302,985EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$295,536BOYAmt
EOY$302,985EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$7,449ReconcilationRevenueExpnssAmt
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$110,015CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$131,231CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$160,541CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$282,780CurrentTaxYearMinus1YearAmt
Current Tax Year$146,866CurrentTaxYearAmt
Total$831,433TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$110,015CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$131,231CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$160,541CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$282,780CurrentTaxYearMinus1YearAmt
Current Tax Year$146,866CurrentTaxYearAmt
Total$831,433TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$831,433PublicSupportTotal170Amt
Total Support$831,433TotalSupportAmt
Gross Receipts Rltd Activities$4,716GrossReceiptsRltdActivitiesAmt
Public Support CY1701.00000PublicSupportCY170Pct
Public Support PY1701.00000PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule D IRS990ScheduleD

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
MORAN STANLEY$80,284F
ETF'S AND CEF'S - MORGAN STANLEY$52,045F
MUTUAL FUNDS - MORGAN STANLEY$33,959F
FieldValueIRS element (for citing)
Total Book Value Securities$166,288TotalBookValueSecuritiesAmt

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$174,244RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices1SubtotalOfficesCnt
Subtotal Employees3SubtotalEmployeesCnt
Total Office1TotalOfficeCnt
Total Employee3TotalEmployeeCnt
Subtotal Spent$174,244SubtotalSpentAmt
Total Spent$174,244TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)

Purpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
SEE 990 PART III$112,173CASH
SEE 990 PART III$62,070CASH
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 174,244 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

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