Civic Intelligence

Uplift

990 • Fiscal year 2019 • EIN 33-0210280

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 17, 2020

2801 B Street Suite 26San Diego, CA 92102

(619) 234-4504

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

62nd percentile

0.00x

Higher debt load relative to revenue than 62% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

82nd percentile

28%

Higher net margin than 82% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

81st percentile

39%

Faster asset growth than 81% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

80th percentile

33%

Faster revenue growth than 80% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$243,222

Up $68,856 (+39%) from 2018

Net Assets

Up

$242,083

Up $67,717 (+39%) from 2018

Liabilities

Up

$1,139

Up $1,139 from 2018

Revenue

Up

$241,176

Up $59,343 (+33%) from 2018

Expenses

Up

$173,459

Up $67,738 (+64%) from 2018

Net Income

Down

$67,717

Down $8,395 (-11%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2010: $26,965Liabilities 2010: $0Net Assets 2010: $26,9652010Assets 2011: $25,446Liabilities 2011: $0Net Assets 2011: $25,4462011Assets 2012: $13,727Liabilities 2012: $0Net Assets 2012: $13,7272012Assets 2013: $27,969Liabilities 2013: $0Net Assets 2013: $27,9692013Assets 2014: $35,029Liabilities 2014: $0Net Assets 2014: $35,0292014Assets 2015: $26,127Liabilities 2015: $49Net Assets 2015: $26,0782015Assets 2016: $58,838Liabilities 2016: $0Net Assets 2016: $58,8382016Assets 2017: $98,254Liabilities 2017: $0Net Assets 2017: $98,2542017Assets 2018: $174,366Liabilities 2018: $0Net Assets 2018: $174,3662018Assets 2019: $243,222Liabilities 2019: $1,139Net Assets 2019: $242,0832019Assets 2020: $267,739Liabilities 2020: $32,996Net Assets 2020: $234,7432020Assets 2021: $289,939Liabilities 2021: $21,242Net Assets 2021: $268,6972021Assets 2022: $369,708Liabilities 2022: $1,511Net Assets 2022: $368,1972022Assets 2023: $295,825Liabilities 2023: $2,395Net Assets 2023: $293,4302023Assets 2024: $209,165Liabilities 2024: $1,740Net Assets 2024: $207,4252024Assets 2025: $195,776Liabilities 2025: $3,585Net Assets 2025: $192,1912025

Highlighted filing

2019

Assets$243,222
Liabilities$1,139
Net Assets$242,083

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2010: $121,777Expenses 2010: $110,870Net Income 2010: $10,9072010Revenue 2011: $124,289Expenses 2011: $125,808Net Income 2011: -$1,5192011Revenue 2012: $97,291Expenses 2012: $109,010Net Income 2012: -$11,7192012Revenue 2013: $91,432Expenses 2013: $77,190Net Income 2013: $14,2422013Revenue 2014: $86,573Expenses 2014: $79,513Net Income 2014: $7,0602014Revenue 2015: $95,539Expenses 2015: $104,490Net Income 2015: -$8,9512015Revenue 2016: $100,862Expenses 2016: $68,102Net Income 2016: $32,7602016Revenue 2017: $140,325Expenses 2017: $100,909Net Income 2017: $39,4162017Revenue 2018: $181,833Expenses 2018: $105,721Net Income 2018: $76,1122018Revenue 2019: $241,176Expenses 2019: $173,459Net Income 2019: $67,7172019Revenue 2020: $127,614Expenses 2020: $134,954Net Income 2020: -$7,3402020Revenue 2021: $239,105Expenses 2021: $205,151Net Income 2021: $33,9542021Revenue 2022: $435,620Expenses 2022: $361,275Net Income 2022: $74,3452022Revenue 2023: $263,136Expenses 2023: $354,249Net Income 2023: -$91,1132023Revenue 2024: $221,325Expenses 2024: $307,329Net Income 2024: -$86,0042024Revenue 2025: $187,196Expenses 2025: $192,376Net Income 2025: -$5,1802025

Highlighted filing

2019

Revenue$241,176
Expenses$173,459
Net Income$67,717
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 17, 2020
Return Version
2019v5.1
Gross Receipts
$241,176
Mission and Program Overview

Mission

The organization's main mission is to accelerate community involvement and transformation by providing needed services to san diego's most vulnerable population. The organization helps to provide housing navigation for the homeless and also assists low income students to excel academically so all may live up to their potential

Community service uplifting lives of poor

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$164,767$237,462▲ $72,695
Land, Buildings, and Equipment, Net$9,599$5,760▼ $3,839
Total Assets$174,366$243,222▲ $68,856
Liabilities
Other Liabilities-$1,139-
Total Liabilities$0$1,139▲ $1,139
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$174,366$242,083▲ $67,717
Total Net Assets Fund Balance$174,366$242,083▲ $67,717
Total Liabilities and Net Assets / Fund Balance$174,366$243,222▲ $68,856

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,760$14,237-
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jan MagotPresident
Bob AnnettDirector
Ginney CraneDirector
Monica BallDirector
Tracey WilsonDirector
Robert LinkSecretary
Maureen A BlackhallTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$241,176
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$188,329
Change in Net Assets
$67,717
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$144,621
Total Fundraising Expense$50,171
Salaries, Compensation, and Employee Benefits$28,838
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other--$42,884$42,884
Fees for Services Management$28,633$10,575-$39,208
Other Salaries and Wages$25,078$1,148-$26,226
All Other Expenses$15,812$5,518$1,906$23,236
Other Expenses$9,753$851$4,983$9,753
Occupancy$184$4,650-$4,834
Depreciation Depletion-$3,839-$3,839
Payroll Taxes$2,538$74-$2,612
Insurance$2,164$33-$2,197
Advertising$1,162$15$398$1,575
Office Expenses-$285-$285
Total Functional Expenses$92,535$30,753$50,171$173,459
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Trib Awards$52,847$52,847$5,440$47,407
Total Events$52,847$52,847$42,884$9,963
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued payroll$1,139
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
No
Other officer compensation reviewed
No
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 governing body review Part VI line 11

Governing body reviews tax return for accuracy prior to filing

Conflict of interest policy compliance Part VI line 12C

Directors are required to immediately report to the Governing Body any potential conflict of interest which would be reviewed by the Board.

Governing documents etc available to public Part VI line 19

Governing documents available on request

Filing and Contact Details

Filer

Filer Name
Uplift
EIN
33-0210280
Address
2801 B Street Suite 26, San Diego, CA 92102

Signing Officer

Name
Jan Magot
Title
President
Phone
6192344504
Signed
2020-04-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jan Magot
Formed
1987
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
3
Volunteers
80

Preparer

Firm
Eric J Blackhall CPA
Address
1229 Scott Street, San Diego, CA 92106-2724
Preparer
Eric J Blackhall
Phone
6192241711
Supplemental Narrative

Additional Explanations

Amended return information

Additional accounting information and allocations for year end December 31, 2019 were not included in original tax return filed.

List of other fees for services expenses Part IX line 11G

Fundraising:Event space $6,413Food and beverage 18,915Other expenses 17,556Total $42,884

List of other expenses Part IX line 24E

Prog Serv Postage 554 Awards 621 Assistance 891License 122 Fundraising 865Equipment Rental 2323 Auto exp 3885 Meetings and conf 886Misc 2843 Non personnel 297Snacks 818 Supplies 363 Total 15812 Management and General Postage 1630 Worker comp 448 Awards 566 License 50 Equipment Rental 1135Auto exp 1Meetings and conf Misc 154Snacks 181 Supplies 82 Bank fees 581Property tax 20payroll proc 488Hiring fees 17Repairs and maint 165Total 5518 Fundraising Postage 343Worker comp 448Awards 207License 27Non personnel 297Snacks 205Supplies 596Bank fees 80Total 1906

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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0100856
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt095529
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0759720
IRS990ScheduleA/TotalSupportAmt0759736
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IRS990ScheduleD/EquipmentGrp/BookValueAmt05760
IRS990ScheduleD/EquipmentGrp/DepreciationAmt014237
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt019997
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01139
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IRS990ScheduleD/TotalLiabilityAmt01139
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Trib Awards
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt018050
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt018050
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt052847
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt052847
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt09963
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt012980
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt012980
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05440
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05440
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt06414
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt06414
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Additional accounting information and allocations for year end December 31, 2019 were not included in original tax return filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Governing body reviews tax return for accuracy prior to filing
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Directors are required to immediately report to the Governing Body any potential conflict of interest which would be reviewed by the Board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Governing documents available on request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Fundraising:Event space $6,413Food and beverage 18,915Other expenses 17,556Total $42,884
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Prog Serv Postage 554 Awards 621 Assistance 891License 122 Fundraising 865Equipment Rental 2323 Auto exp 3885 Meetings and conf 886Misc 2843 Non personnel 297Snacks 818 Supplies 363 Total 15812 Management and General Postage 1630 Worker comp 448 Awards 566 License 50 Equipment Rental 1135Auto exp 1Meetings and conf Misc 154Snacks 181 Supplies 82 Bank fees 581Property tax 20payroll proc 488Hiring fees 17Repairs and maint 165Total 5518 Fundraising Postage 343Worker comp 448Awards 207License 27Non personnel 297Snacks 205Supplies 596Bank fees 80Total 1906
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Amended return information
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4List of other fees for services expenses Part IX line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5List of other expenses Part IX line 24e
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IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
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IRS990/TotalEmployeeCnt03
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt030753
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt092535
IRS990/TotalFunctionalExpensesGrp/TotalAmt0173459
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt01139
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt01139
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0174366
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0242083
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt01450
IRS990/TotalProgramServiceExpensesAmt092535
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0241176
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt080
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0174366
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0243222
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/UponRequestInd0X
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IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0www.upliftsandiego.org
IRS990/WhistleblowerPolicyInd0true
IRS990/WrittenPolicyOrProcedureInd0false
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jan Magot
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06192344504
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Uplift
ReturnHeader/Filer/BusinessNameControlTxt0UPLI
ReturnHeader/Filer/EIN0330210280
ReturnHeader/Filer/USAddress/AddressLine1Txt02801 B Street Suite 26
ReturnHeader/Filer/USAddress/CityNm0San Diego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092102
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId098FDD6A7EEC94FCE86883473F1A8938A6217EE9A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId098FDD6A7EEC94FCE86883473F1A8938A6217EE9A
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03327242020119f1uyjza
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-04-28
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.204.228.70
ReturnHeader/FilingSecurityInformation/IPDt02020-09-30
ReturnHeader/FilingSecurityInformation/IPTm012:07:13
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010568806
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Eric J Blackhall CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01229 Scott Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0921062724
ReturnHeader/PreparerPersonGrp/PhoneNum06192241711
ReturnHeader/PreparerPersonGrp/PreparationDt02020-09-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Eric J Blackhall
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-09-24T12:26:15-04:00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.96$0.04$1.92$1.87$1.92$0.05
2024Detailed filing. Detailed filing data is available for this year.$2.09$0.02$2.07$2.21$3.07$0.86
2023Detailed filing. Detailed filing data is available for this year.$2.96$0.02$2.93$2.63$3.54$0.91
2022Detailed filing. Detailed filing data is available for this year.$3.70$0.02$3.68$4.36$3.61$0.74
2021Detailed filing. Detailed filing data is available for this year.$2.90$0.21$2.69$2.39$2.05$0.34
2020Detailed filing. Detailed filing data is available for this year.$2.68$0.33$2.35$1.28$1.35$0.07
2019Detailed filing. Detailed filing data is available for this year.$2.43$0.01$2.42$2.41$1.73$0.68
2018Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$1.82$1.06$0.76
2017Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$1.40$1.01$0.39
2016Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$1.01$0.68$0.33
2015Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.96$1.04$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.87$0.80$0.07
2013Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.91$0.77$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.14$0.00$0.14$0.97$1.09$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.25$0.00$0.25$1.24$1.26$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.00$0.27$1.22$1.11$0.11