Wisconsin Upside Down Foundation Inc

Nonprofit profile at a glance

EIN
371560779
IRS 990-EZ coverage
2012–2014
Forms available
Form 990-EZ 2014
Location
Hartland, WI, USA
Phone
2624438690
Rating
65
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Patient Services - Entertainment, Recreation

Official website

Reported finances

Revenue
$22,030
Expenses
$19,013
Assets
$9,936
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2014. Amounts in USD.

Leadership & pay

5 people listed

Executive titles in this filing

  • ROBBIN LYONS (PRESIDENT)
  • MARTIN HUGHES (VICE PRESIDENT)

People named in this filing

  • ROBBIN LYONS (PRESIDENT)
  • MARTIN HUGHES (VICE PRESIDENT)
  • STEPHANIE BRESTER (TREASURER)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2014. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Down syndrome awareness and support

What it reported doing in 2014

Member services & education - grants, social activities, awards, art classes, basketball camps, eductional materials

Operating model

Revenue model
Other-operating. 60% of the money available for current operations came from other operating revenue.
Distribution model
Hybrid. The nonprofit split its reported program spending across 70% for direct work, and 30% for member benefits.

The verdict

SUPPORTED - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 59
  • Transparency & Controls: 82
  • Sustainability: 57
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 56.4%; rating input score 56
  • Program expense ratio: 65.3%; rating input score 65

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 13.7%; rating input score 69; 69th percentile among comparable filings
  • Total-asset coverage ratio: 0.52; rating input score 31; 31st percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 75; 75th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 57; 57th percentile among comparable filings

Growth

  • Program expense growth: -25.5% per year; rating input score 0; 19th percentile among comparable filings
  • Revenue growth: -32.3% per year; rating input score 0; 12th percentile among comparable filings
  • Asset growth: -11.8% per year; rating input score 0; 21st percentile among comparable filings

Details

  • Where the money goes: 56.4% of revenue deployed · 65.3% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $12K in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 3 filing years from 2012 to 2014
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

  • Review — Financial Efficiency: Mission deployment rate scored 56/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 31/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 57/100.
  • High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.