Civic Intelligence

Upbeat

990EZ • Fiscal year 2023 • EIN 36-5009047

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 04, 2024

Organization ProfileN/A
2301 Asti CourtMerced, CA 95340

(209) 233-1467

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

82nd percentile

31%

Higher net margin than 82% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

76th percentile

25%

Faster asset growth than 76% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

25th percentile

-20%

Faster revenue growth than 25% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$62,086

Up $12,247 (+25%) from 2022

Net Assets

Up

$62,086

Up $12,247 (+25%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin82nd percentile

Revenue

Down

$40,012

Down $9,988 (-20%) from 2022

Expenses

Up

$27,765

Up $27,604 (+17145%) from 2022

Net Income

Down

$12,247

Down $37,592 (-75%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$1.0M$500K$0Assets 2022: $49,839Net Assets 2022: $49,8392022Assets 2023: $62,086Net Assets 2023: $62,0862023Assets 2024: $812,449Liabilities 2024: $0Net Assets 2024: $812,4492024

Highlighted filing

2023

Assets$62,086
Liabilities-
Net Assets$62,086
Open 2023 Filing

Operations Trend

Revenue Growth25th percentile

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

$800K$600K$400K$200K$0Revenue 2022: $50,000Expenses 2022: $161Net Income 2022: $49,8392022Revenue 2023: $40,012Expenses 2023: $27,765Net Income 2023: $12,2472023Revenue 2024: $750,363Expenses 2024: $0Net Income 2024: $750,3632024

Highlighted filing

2023

Revenue$40,012
Expenses$27,765
Net Income$12,247
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 4, 2024
Return Version
2023v4.0
Gross Receipts
$40,012
Mission and Program Overview

Mission

Help provide tuition payments for under privilegded individuals who are unable to provide or fund the tuition themselves

Program Services

DescriptionGrantsExpenses
HAVE HELPED SPONSOR 2 LOWER INCOME STUDENTS TO ACHIEVE ADMISSIONS AND TUITIONS COSTS TO HIGHER EDUCATION UNIVERSITIES$27,765-
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AJINDER SINGHPresident & CEO-$0--
Filing and Contact Details

Filer

Filer Name
Upbeat
EIN
36-5009047
Phone
2092331467
Address
2301 ASTI COURT, MERCED, CA 95340

Signing Officer

Name
Ajinder Singh
Title
President & CEO
Signed
2024-03-04
Discuss with paid preparer
Yes

Preparer

Firm
Wm J Koenig Inc
Address
902 W 18th STREET, MERCED, CA 95340
Preparer
Nicholas a Koenig Ea
Phone
2093834234
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“Class of Activity: SCHOLARSHIP | Donee's Name: ROSIE KAUR | Donee's Address: 2301 ASTI COURT MERCED CA 95340 | Relationship of Donee: NONE | Cash Amount Given: $27765”

Raw XML Appendix134 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0WM J KOENIG INC
IRS990EZ/BooksInCareOfDetail/PhoneNum02093834234
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0902 W 18TH ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MERCED
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095340
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt049839
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt062086
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt040012
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012247
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt049839
IRS990EZ/Form990TotalAssetsGrp/EOYAmt062086
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt027765
IRS990EZ/GrossReceiptsAmt040012
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt049839
IRS990EZ/NetAssetsOrFundBalancesEOYAmt062086
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt049839
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt062086
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AJINDER SINGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President & CEO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0HELP PROVIDE TUITION PAYMENTS FOR UNDER PRIVILEGDED INDIVIDUALS WHO ARE UNABLE TO PROVIDE OR FUND THE TUITION THEMSELVES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HAVE HELPED SPONSOR 2 LOWER INCOME STUDENTS TO ACHIEVE ADMISSIONS AND TUITIONS COSTS TO HIGHER EDUCATION UNIVERSITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt027765
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt027765
IRS990EZ/TotalRevenueAmt040012
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt040012
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt050000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0-1
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0-1
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0-1
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt090009
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt090009
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt040012
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt050000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0-1
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0-1
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0-1
IRS990ScheduleA/Total509Grp/TotalAmt090009
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt040012
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt050000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0-1
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0-1
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0-1
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt090009
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: SCHOLARSHIP | Donee's Name: ROSIE KAUR | Donee's Address: 2301 ASTI COURT MERCED CA 95340 | Relationship of Donee: NONE | Cash Amount Given: $27765
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AJINDER SINGH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPBEAT
ReturnHeader/Filer/BusinessNameControlTxt0UPBE
ReturnHeader/Filer/EIN0365009047
ReturnHeader/Filer/PhoneNum02092331467
ReturnHeader/Filer/USAddress/AddressLine1Txt02301 ASTI COURT
ReturnHeader/Filer/USAddress/CityNm0MERCED
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095340
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942745628
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WM J KOENIG INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0902 W 18th STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MERCED
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095340
ReturnHeader/PreparerPersonGrp/PhoneNum02093834234
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NICHOLAS A KOENIG EA
ReturnHeader/ReturnTs02024-03-04T09:14:08-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AJINDER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SINGH
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$62,086
Liabilities
-
Net assets
$62,086
Revenue
$40,012
Expenses
$27,765
Net income
$12,247
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.12$0.00$8.12$7.50$0.00$7.50
2023Detailed filing. Detailed filing data is available for this year.$0.62$0.62$0.40$0.28$0.12
2022Detailed filing. Detailed filing data is available for this year.$0.50$0.50$0.50$0.00$0.50