Civic Intelligence

Uplift

990EZ • Fiscal year 2020 • EIN 33-0210280

Jan 01, 2020 to Dec 31, 2020 • Filed on May 10, 2021

2801 B StreetSan Diego, CA 92102

(619) 234-4504

Siviq Scores

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

Liabilities / Assets

76th percentile

0.12x

Higher debt load relative to assets than 76% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

85th percentile

0.26x

Higher debt load relative to revenue than 85% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

32nd percentile

-5.8%

Higher net margin than 32% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

58th percentile

10%

Faster asset growth than 58% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

24th percentile

-47%

Faster revenue growth than 24% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$267,739

Up $24,517 (+10%) from 2019

Net Assets

Down

$234,743

Down $7,340 (-3.0%) from 2019

Liabilities

Up

$32,996

Up $31,857 (+2797%) from 2019

Revenue

Down

$127,614

Down $113,562 (-47%) from 2019

Expenses

Down

$134,954

Down $38,505 (-22%) from 2019

Net Income

Down

-$7,340

Down $75,057 (-111%) from 2019

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

2020

Assets$267,739
Liabilities$32,996
Net Assets$234,743

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

2020

Revenue$127,614
Expenses$134,954
Net Income-$7,340
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 10, 2021
Return Version
2020v4.0
Gross Receipts
$154,482
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

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 for the homeless and also assists low income students to excel academically so all may live up to their potential.

Program Services

DescriptionGrantsExpenses
KIDS AT HEART IS A WEEKLY AFTER SCHOOL TUTORING AND MENTORING PROGRAM FOR INNER CITY CHILDREN. DUE TO THE COVID-19 PANDEMIC THE PROGRAM OPERATED VIRTUALLY DURING 2020.$37,830-
THE HOME TEAM WORKS WITH HOMELESS INDIVIDUALS AND ASSISTS WITH BENEFIT COORDINATION, HOUSING NAVIGATION AND COMPANIONSHIP TO HELP NEW RESIDENCE SETTLE INTO THEIR NEW HOMES.$25,372-
THE TRIPLE CROSS PROGRAM HELPS THE HOMELESS IN SAN DIEGO BY PROVIDING RESOURCES AND TRANSPORTATION TO SOCIAL SERVICE FACILITIES.$24,735-
SWIMMING UPSTREAM IS A TEN WEEK LEADERSHIP PROGRAM PROVIDING TOOLS AND RESOURCES FOR YOUNG MEN AND WOMEN HELPING THEM GO THROUGH ADOLESENCE.$2,620-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MONICA BALLDirectorFT$0--
JAN MAGOTPresidentPT$0--
BOB LINKSecretaryPT$0--
BOB ANNETTDirector-$0--
GENNY CRANEDirector-$0--
DR ETHEL SIMSDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Level Up Ptr$56,057$56,057$26,337$29,720
12 Days Kind$7,637$7,637$531$7,106
Total Events$63,694$63,694$26,868$36,826
Filing and Contact Details

Filer

Filer Name
Uplift
EIN
33-0210280
Phone
6192344504
Address
2801 B STREET, SAN DIEGO, CA 92102

Signing Officer

Name
Jan Magot
Title
Treasurer
Signed
2021-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Todhunter & Associates Inc
Address
18457 Santa Belinda, Fountain Valley, CA 92708
Preparer
Mark D Todhunter
Phone
7149681491
Supplemental Narrative

Additional Explanations

Other Expenses.1001

Advertising and Promotion $199

Other Expenses.1002

Office Expenses $6517

Other Expenses.1007

Conferences, Conventions, and Meetings $1479

Other Expenses.1009

Depreciation $3999

Other Expenses.1012

Insurance $3421

Other Expenses.1

MISCELLANEOUS $5176

Other Expenses.2

TELECOMMUNICATION $3708

Other Expenses.3

LEASED EQUIPMENT $3125

Other Expenses.4

MEDICAL INSURANCE $2594

Other Expenses.5

AUTOS $2228

Other Expenses.7

DIRECT ASSISTANCE $1892

Other Expenses.8

MEMBERSHIPS/DUES $1845

Other Expenses.9

SUPPLIES $1143

Other Expenses.10

Worker's compensation $782

Other Expenses.11

AWARDS $566

Other Expenses.12

Small Equipment $497

Other Expenses.14

PAYROLL PROCESSING $476

Other Expenses.15

BACKGROUND CHECKS $277

Other Expenses.16

BANK FEES $246

Other Expenses.17

PROPERTY TAXES $66

Other Expenses.18

LICENSES AND FEES $20

Other Assets.1001

Automobiles - Beginning $5760 Automobiles - Ending $1761

Other Assets.1009

Notes and Loans Receivable - Beginning $0 Notes and Loans Receivable - Ending $17435

Other Assets.1011

Prepaid Expenses and Deferred Charges - Beginning $0 Prepaid Expenses and Deferred Charges - Ending $1525

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $15

Total Liabilities.1008

Unsecured Notes and Loans Payable - Beginning $0 Unsecured Notes and Loans Payable - Ending $10800

Total Liabilities.1

PAYROLL LIABILITIES - Beginning $1139 PAYROLL LIABILITIES - Ending $22181

Raw XML Appendix234 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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IRS990EZ/PrimaryExemptPurposeTxt0THE 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 FOR THE HOMELESS AND ALSO ASSISTS LOW INCOME STUDENTS TO EXCEL ACADEMICALLY SO ALL MAY LIVE UP TO THEIR POTENTIAL.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE TRIPLE CROSS PROGRAM HELPS THE HOMELESS IN SAN DIEGO BY PROVIDING RESOURCES AND TRANSPORTATION TO SOCIAL SERVICE FACILITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2THE HOME TEAM WORKS WITH HOMELESS INDIVIDUALS AND ASSISTS WITH BENEFIT COORDINATION, HOUSING NAVIGATION AND COMPANIONSHIP TO HELP NEW RESIDENCE SETTLE INTO THEIR NEW HOMES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3SWIMMING UPSTREAM IS A TEN WEEK LEADERSHIP PROGRAM PROVIDING TOOLS AND RESOURCES FOR YOUNG MEN AND WOMEN HELPING THEM GO THROUGH ADOLESENCE.
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.upliftsandiego.org
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IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0LEVEL UP PTR
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm012 DAYS KIND
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $199
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $6517
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $1479
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Depreciation $3999
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $3421
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MISCELLANEOUS $5176
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TELECOMMUNICATION $3708
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7LEASED EQUIPMENT $3125
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MEDICAL INSURANCE $2594
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9AUTOS $2228
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10DIRECT ASSISTANCE $1892
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11MEMBERSHIPS/DUES $1845
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12SUPPLIES $1143
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13WORKER'S COMPENSATION $782
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14AWARDS $566
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Small Equipment $497
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16PAYROLL PROCESSING $476
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17BACKGROUND CHECKS $277
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18BANK FEES $246
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19PROPERTY TAXES $66
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20LICENSES AND FEES $20
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Automobiles - Beginning $5760 Automobiles - Ending $1761
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Notes and Loans Receivable - Beginning $0 Notes and Loans Receivable - Ending $17435
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23Prepaid Expenses and Deferred Charges - Beginning $0 Prepaid Expenses and Deferred Charges - Ending $1525
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $15
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25Unsecured Notes and Loans Payable - Beginning $0 Unsecured Notes and Loans Payable - Ending $10800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26PAYROLL LIABILITIES - Beginning $1139 PAYROLL LIABILITIES - Ending $22181
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other Expenses.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Other Assets.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Other Assets.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25Total Liabilities.1008
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc26Total Liabilities.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-10
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ReturnHeader/Filer/EIN0330210280
ReturnHeader/Filer/PhoneNum06192344504
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ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092102
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0571228868
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Todhunter & Associates Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt018457 Santa Belinda
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fountain Valley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092708
ReturnHeader/PreparerPersonGrp/PhoneNum07149681491
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mark D Todhunter
ReturnHeader/ReturnTs02021-05-10T20:30:02-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MAGOT
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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