Civic Intelligence

Upbeat Nyc Inc

EIN 27-2232366 • 501(c)3 • Bronx, NY

Profile

Upbeat nyc uses the pursuit of musical excellence and ensemble performance to bring about positive change in the lives of south bronx children. Upbeat provides intensive musical engagement throughout participants' early childhood, adolescent and young adult years.

287 East 139th Street Floor 2Bronx, NY 10454

upbeatnyc.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

82nd percentile

0.19x

Higher debt load relative to assets than 82% of similar nonprofits.

NTEE A68 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

84th percentile

0.09x

Higher debt load relative to revenue than 84% of similar nonprofits.

NTEE A68 • <$500k nonprofits • Source year 2024

Net Margin

15th percentile

-21%

Higher net margin than 15% of similar nonprofits.

NTEE A68 • <$500k nonprofits • Source year 2024

Top Officer Pay

93rd percentile

$32,463

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 7.9% of source-year revenue.

NTEE A68 • <$500k nonprofits • Source year 2024

Asset Growth

22nd percentile

-26%

Faster asset growth than 22% of similar nonprofits.

NTEE A68 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

24th percentile

-27%

Faster revenue growth than 24% of similar nonprofits.

NTEE A68 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$199,598

Down $71,857 (-26%) from 2023

Liabilities

Up

$38,468

Up $15,219 (+65%) from 2023

Net Assets

Down

$161,130

Down $87,076 (-35%) from 2023

Revenue

Down

$411,752

Down $154,693 (-27%) from 2023

Expenses

Down

$498,828

Down $11,903 (-2.3%) from 2023

Net Income

Down

-$87,076

Down $142,790 (-256%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2017: $132,097Liabilities 2017: $66,791Net Assets 2017: $65,3062017Assets 2018: $114,534Liabilities 2018: $36,977Net Assets 2018: $77,5572018Assets 2019: $135,044Liabilities 2019: $15,848Net Assets 2019: $119,1962019Assets 2020: $253,470Liabilities 2020: $36,438Net Assets 2020: $217,0322020Assets 2021: $232,101Liabilities 2021: $42,679Net Assets 2021: $189,4222021Assets 2022: $183,791Liabilities 2022: $21,299Net Assets 2022: $162,4922022Assets 2023: $271,455Liabilities 2023: $23,249Net Assets 2023: $248,2062023Assets 2024: $199,598Liabilities 2024: $38,468Net Assets 2024: $161,1302024

Highlighted filing

2024

Assets$199,598
Liabilities$38,468
Net Assets$161,130

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2017: $221,536Expenses 2017: $212,575Net Income 2017: $8,9612017Revenue 2018: $238,189Expenses 2018: $225,938Net Income 2018: $12,2512018Revenue 2019: $302,944Expenses 2019: $255,446Net Income 2019: $47,4982019Revenue 2020: $359,125Expenses 2020: $261,289Net Income 2020: $97,8362020Revenue 2021: $287,901Expenses 2021: $315,511Net Income 2021: -$27,6102021Revenue 2022: $342,508Expenses 2022: $369,438Net Income 2022: -$26,9302022Revenue 2023: $566,445Expenses 2023: $510,731Net Income 2023: $55,7142023Revenue 2024: $411,752Expenses 2024: $498,828Net Income 2024: -$87,0762024

Highlighted filing

2024

Revenue$411,752
Expenses$498,828
Net Income-$87,076

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$411,752
Mission and Program Overview

Mission

Upbeat nyc uses the pursuit of musical excellence and ensemble performance to bring about positive change in the lives of south bronx children. Upbeat provides intensive musical engagement throughout participants' early childhood, adolescent and young adult years.

The organization uses the pursuit of musical excellence and ensemble performance to bring about positive change in the lives of south bronx children. The organization provides intensive musical engagement throughout the participants' childhood, adolescent and young adult years.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$145,953$131,352▼ $14,601
Pledges and Grants Receivable$120,449$66,327▼ $54,122
Land, Buildings, and Equipment, Net$4,440$1,289▼ $3,151
Prepaid Expenses and Deferred Charges$613$630▲ $17
Total Assets$271,455$199,598▼ $71,857
Liabilities
Accounts Payable and Accrued Expenses$23,249$38,468▲ $15,219
Total Liabilities$23,249$38,468▲ $15,219
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$128,206$101,130▼ $27,076
Net Assets With Donor Restrictions$120,000$60,000▼ $60,000
Total Net Assets Fund Balance$248,206$161,130▼ $87,076
Total Liabilities and Net Assets / Fund Balance$271,455$199,598▼ $71,857

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,289$57,408$58,697
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Liza AustriaCo-executive DirectorFT$32,463$32,463
Richard MillerCo-executive DirectorFT$32,463$32,463

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$409,368
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$2,384
All Other Contributions
$316,713
Change in Net Assets
$-87,076
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$318,687
Salaries, Compensation, and Employee Benefits$180,141
Total Fundraising Expense$38,478
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$198,020$31,008$18,820$247,848
Current Officers, Directors, Trustees, and Key Employees$16,399$49,198$16,399$81,996
Other Salaries and Wages$69,032$12,683-$81,715
Office Expenses$30,852$6,294$146$37,292
Payroll Taxes$8,574$6,210$1,646$16,430
Occupancy$7,642$5,536$1,467$14,645
Other Expenses-$9,681-$9,681
Travel$3,434--$3,434
Depreciation Depletion-$3,151-$3,151
Insurance-$2,636-$2,636
Total Functional Expenses$333,953$126,397$38,478$498,828
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

The co-executive directors have a family relationship

Form 990, Part VI, Section A, Line 8B

The organization did not have any committee with authority to act on behalf of the board of directors.

Form 990, Part VI, Section B, Line 11B

The executive director reviews the form 990 and then board members receive copies for their review before it is filed.

Form 990, Part VI, Section B, Line 12C

The conflict of interest policy is reviewed for compliance annually at the board of directors' meeting.

Form 990, Part VI, Section B, Line 15

Compensation for executive director, top management officials, other officers and key employees is reviewed and approved at the annual board of directors' meeting by board members who have no conflict of interest according to the organization's conflict of interest policy. The compensation amount is based on comparability data which has in the past included the nonprofit coordinating committee of new york's nonprofit salary survey report. The board determines the reasonableness of the employee's compensation based on this and/or other similar comparability data. The board's deliberations and decisions regarding compensation are recorded in the minutes of the board of directors' meeting. This process was last undertaken in fy2021 when liza austria was hired as co-executive director.

Form 990, Part VI, Section C, Line 19

The organization's governing documents, conflict of interest policy, and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Upbeat Nyc Inc
EIN
27-2232366
Phone
7187665291
Address
287 EAST 139TH STREET FLOOR 2, BRONX, NY 10454

Signing Officer

Name
Richard Miller
Title
Co-executive Director
Phone
7187665291
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Miller
Formed
2010
Legal Domicile
Ny
Voting Board Members
5
Independent Board Members
3
Employees
5
Volunteers
2

Preparer

Firm
Weaver and Tidwell Llp
Address
ONE PENNSYLVANIA PLAZA STE 3200, NEW YORK, NY 10119
Preparer
Peter Metz
Phone
2126955003
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Teacher fees: program service expenses 198,020. Management and general expenses 0. Fundraising expenses 0. Total expenses 198,020. Consultant: program service expenses 0. Management and general expenses 31,008. Fundraising expenses 18,820. Total expenses 49,828.

Part XII, Line 2C

The board of directors assumes responsibility for oversight of the review of its financial statements and selection of its independent accountants.

Financial Statement Notes

PART X, LINE 2:

The institution files an annual form 990, return of institution exempt from income tax, with the internal revenue service ('irs'). At june 30, 2024, the institution's form 990s for the years 2021 through 2023 remain eligible for examination by the irs.

Raw XML Appendix365 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/EquipmentGrp/DepreciationAmt057408
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt058697
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INSTITUTION FILES AN ANNUAL FORM 990, RETURN OF INSTITUTION EXEMPT FROM INCOME TAX, WITH THE INTERNAL REVENUE SERVICE ('IRS'). AT JUNE 30, 2024, THE INSTITUTION'S FORM 990S FOR THE YEARS 2021 THROUGH 2023 REMAIN ELIGIBLE FOR EXAMINATION BY THE IRS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01289
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CO-EXECUTIVE DIRECTORS HAVE A FAMILY RELATIONSHIP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DID NOT HAVE ANY COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE EXECUTIVE DIRECTOR REVIEWS THE FORM 990 AND THEN BOARD MEMBERS RECEIVE COPIES FOR THEIR REVIEW BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CONFLICT OF INTEREST POLICY IS REVIEWED FOR COMPLIANCE ANNUALLY AT THE BOARD OF DIRECTORS' MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION FOR EXECUTIVE DIRECTOR, TOP MANAGEMENT OFFICIALS, OTHER OFFICERS AND KEY EMPLOYEES IS REVIEWED AND APPROVED AT THE ANNUAL BOARD OF DIRECTORS' MEETING BY BOARD MEMBERS WHO HAVE NO CONFLICT OF INTEREST ACCORDING TO THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. THE COMPENSATION AMOUNT IS BASED ON COMPARABILITY DATA WHICH HAS IN THE PAST INCLUDED THE NONPROFIT COORDINATING COMMITTEE OF NEW YORK'S NONPROFIT SALARY SURVEY REPORT. THE BOARD DETERMINES THE REASONABLENESS OF THE EMPLOYEE'S COMPENSATION BASED ON THIS AND/OR OTHER SIMILAR COMPARABILITY DATA. THE BOARD'S DELIBERATIONS AND DECISIONS REGARDING COMPENSATION ARE RECORDED IN THE MINUTES OF THE BOARD OF DIRECTORS' MEETING. THIS PROCESS WAS LAST UNDERTAKEN IN FY2021 WHEN LIZA AUSTRIA WAS HIRED AS CO-EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TEACHER FEES: PROGRAM SERVICE EXPENSES 198,020. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 198,020. CONSULTANT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 31,008. FUNDRAISING EXPENSES 18,820. TOTAL EXPENSES 49,828.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE REVIEW OF ITS FINANCIAL STATEMENTS AND SELECTION OF ITS INDEPENDENT ACCOUNTANTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0271455
IRS990/TotalAssetsEOYAmt0199598
IRS990/TotalAssetsGrp/BOYAmt0271455
IRS990/TotalAssetsGrp/EOYAmt0199598
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0409368
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt038478
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0126397
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0333953
IRS990/TotalFunctionalExpensesGrp/TotalAmt0498828
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt023249
IRS990/TotalLiabilitiesEOYAmt038468
IRS990/TotalLiabilitiesGrp/BOYAmt023249
IRS990/TotalLiabilitiesGrp/EOYAmt038468
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0248206
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0161130
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0333953
IRS990/TotalReportableCompFromOrgAmt064926
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02384
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0411752
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt02
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0271455
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0199598
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt03434
IRS990/TravelGrp/TotalAmt03434
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0287 EAST 139TH STREET FLOOR 2
IRS990/USAddress/CityNm0BRONX
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010454
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0UPBEATNYC.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07187665291
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPBEAT NYC INC
ReturnHeader/Filer/BusinessNameControlTxt0UPBE
ReturnHeader/Filer/EIN0272232366
ReturnHeader/Filer/PhoneNum07187665291
ReturnHeader/Filer/USAddress/AddressLine1Txt0287 EAST 139TH STREET FLOOR 2
ReturnHeader/Filer/USAddress/CityNm0BRONX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010454
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0750786316
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEAVER AND TIDWELL LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE PENNSYLVANIA PLAZA STE 3200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010119
ReturnHeader/PreparerPersonGrp/PhoneNum02126955003
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER METZ
ReturnHeader/ReturnTs02025-05-14T15:07:59-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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