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Upr Foundation INC FY2024 filing

Tax-deductible

West Lafayette, IN501(c)(3)Arts & Culture EIN 20-3579367Revenue $67K in FY2024Latest return filed Feb 5, 2026

On file with the IRS1700 Lindberg Road 354, 47906-7317 · West Lafayette, INTax-exempt since Jan 2006Publicly supported charity — 170(b)(1)(A)(vi)

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The mission of the Upr Foundation is to: -accept, receive, and acquire property or assets and to hold and manage such property or assets. -to foster and promote educational programs and facilities specially designed to aid persons in living happier, productive and more useful lives in their senior years. -to provide funds for research into the social, economic, physical, spritual and health care problems of the elderly. -to provide funds for special education, cultural, musical, social, artistic, recreational, and health care programs, projects and facilities specially designed to benefit residents of university place and persons in the general community. -to engage in joint or cooperative ventures or programs with any unite or agency of federal, state, or local government or with other not-for-profit charitable organizations including institutions of higher learning.

501(c)(3) charity; gifts are tax-deductible.
85¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $102K a year · 67% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
85%
of spending
Looks good: 85% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
2 mo
of spending, in cash
Plus $1.0M in investments, Pt X · Ln 11–13
Fine: 2.3 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $1K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$67K
-54% vs prior year
Spent
$85K
To programs
85%
Net assets
$1.0M
By yearFY2020–FY2025
Revenue
$67K
FY2024▼ -54%
Tap a bar for its year
Revenue by fiscal year
FY2020$279K
FY2021$147K
FY2022$101K
FY2023$147K
FY2024$67K
FY2025$171K
Expenses
$85K
FY2024▲ +56%
Tap a bar for its year
Expenses by fiscal year
FY2020$21K
FY2021$36K
FY2022$60K
FY2023$55K
FY2024$85K
FY2025$39K
Net assets
$1.0M
FY2024▲ +4%
Tap a bar for its year
Net assets by fiscal year
FY2020$814K
FY2021$961K
FY2022$824K
FY2023$1.0M
FY2024$1.0M
FY2025$1.3M

From the FY2024 Form 990 · see the original

990 PDF Claim
You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jan 2006.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

85 cents of each dollar spent went to programs.

Program services 85% · $73K Management & general 15% · $12K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

9 people listed on the 990.

Part VII, Section A · reportable compensation
Jim Bemiller
President
$0Pt VII · Sec A
Donna Ahlen
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
Joe Emig
Secretary
$0Pt VII · Sec A
Todd Marye
Treasurer
$0Pt VII · Sec A
Judy Nixon
Director
$0Pt VII · Sec A
Karen Byrd
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
See Upr Foundation INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Manages assets and funds educational, research, and community programs for seniors.

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Provided by the organization

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1 program · $73K · in their own filed words · FY2024
01

The costs related to activities benefited the senior residents at University Place. In addition, $9,000 was awarded to individuals for educational schoarships.

$73Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Ponce Health Sciences Education Foundation INCFY2024$1K
Total grants receivedfrom 1 funder$1K
Grants paid · 6 grants · $50K · 2020–2025
Unitemized GrantFY2025$8,000
Unitemized GrantFY2024$9,000
Unitemized GrantFY2023$9,000
Unitemized GrantFY2022$9,000
Unitemized GrantFY2021$9,000
Unitemized GrantFY2020$6,000

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$67K
Ln 12
Investment incomeLn 3$42K
Gifts and grantsLn 1h$25K
Money outPt IX
$85K
Ln 25
Programscol B$73K
Managementcol C$12K
Owns and owesPt X
$1.0M
net assets · Ln 32
Cash and savingsLn 1–2$16K
Total assetsLn 16$1.0M
LiabilitiesLn 26$0
PeoplePt VI, VII
9
listed · VII A
PaidVII A0
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$25K
Investment incomeLn 3$42K
Gains on assetsLn 7$2K
Total revenueLn 12$67K
Assets in detailPt X, end of year
CashLn 1$16K
Cash and savings togetherLn 1–2$16K
InvestmentsLn 11–13$1.0M
Total assetsLn 16$1.0M
LiabilitiesLn 26$0
Net assetsLn 32$1.0M
OperationsPt I, VI
EmployeesI 50
VolunteersI 627
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3More from this return
EndowmentSch D · Pt V
LineFY24FY23FY22FY21FY20
End of yearLn 1g$986K$986K$811K$946K$801K
Given inLn 1b$78K$33K$72K$241K
SpentLn 1d–1f$16K$17K$17K$10K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$20K$16K
InvestmentsLn 11–13$986K$1.0M
Total assetsLn 16$1.0M$1.0M
LiabilitiesLn 26$0$0
Net assetsLn 32$1.0M$1.0M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$9K$9K
Accounting feesLn 11c$2K$0$2K$0
Investment management feesLn 11f$9K$0$9K$0
Advertising and promotionLn 12$1K$0$1K$0
Other expenses (24a–d)Ln 24$59K$58K$464$0
All other expensesLn 24e$6K$6K$0$0
Total functional expensesLn 25$85K$73K$12K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Feb 5, 2026 $171K$39K$131K$1.3M 990 PDF
FY2024 ViewingFiled with the IRS Feb 25, 2025 $67K$85K−$18K$1.0M 990 PDF
FY2023Filed with the IRS Jun 17, 2024 $147K$55K$92K$1.0M 990 PDF
FY2022Filed with the IRS Apr 4, 2023 $101K$60K$41K$824K 990 PDF
FY2021Filed with the IRS Aug 10, 2022 $147K$36K$111K$961K 990 PDF
FY2020Filed with the IRS Jun 28, 2021 $279K$21K$257K$814K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $67,174 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $122,289$24,956
I-9 Program service revenue$0
I-10 Investment incomePrior year $24,394$42,218
I-11 Other revenue$0
I-12 Total revenuePrior year $146,683$67,174
I-13 Grants and similar amounts paidPrior year $9,000$9,000
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $45,762$76,381
I-18 Total expensesPrior year $54,762$85,381
I-19 Revenue less expensesPrior year $91,921−$18,207
Part VI · Governance 7 of 7 board members independent, 4 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $67,174 across 5 lines filed
VIII-1f All other contributions, gifts and grants$24,956
VIII-1h Total contributions, gifts and grants$24,956
VIII-3 Investment incomeUnrelated business $0 · Excluded from tax $39,924$39,924
VIII-7 Net gain or loss on sales of assetsRelated to mission $0 · Unrelated business $0 · Excluded from tax $2,294$2,294
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $42,218$67,174
Part IX · Statement of functional expenses $85,381 across 6 lines filed
IX-2 Grants to domestic individualsPrograms $9,000$9,000
IX-11c Accounting feesPrograms $0 · Management $1,800 · Fundraising $0$1,800
IX-11f Investment management feesPrograms $0 · Management $8,758 · Fundraising $0$8,758
IX-12 Advertising and promotionPrograms $0 · Management $1,456 · Fundraising $0$1,456
IX-24 Other expenses (24a–d)Programs $58,051 · Management $464 · Fundraising $0$58,515
IX-24e All other expensesPrograms $5,852 · Management $0 · Fundraising $0$5,852
IX-25 Total functional expensesPrograms $72,903 · Management $12,478 · Fundraising $0$85,381
Part X · Balance sheet $1,043,510 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $20,223$16,225
X-11 Publicly traded securitiesStart of year $985,680$1,027,285
X-16 Total assetsStart of year $1,005,903$1,043,510
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $526,408$910,518
X-28 Net assets with donor restrictionsStart of year $479,495$132,992
X-32 Total net assets or fund balancesStart of year $1,005,903$1,043,510
X-33 Total liabilities and net assetsStart of year $1,005,903$1,043,510
Part XI · Reconciliation of net assets $1,043,510 net assets at year end
XI-1 Total revenue$67,174
XI-2 Total expenses$85,381
XI-3 Revenue less expenses−$18,207
XI-4 Net assets at start of year$1,005,903
XI-5 Net unrealized gains (losses) on investments$55,814
XI-10 Net assets at end of year$1,043,510

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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