The Up Foundation

990EZ • Fiscal year 2017 • EIN 47-1960657

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

Organization Profile N/A

2420 Memorial AvenueLynchburg, VA 24501

(434) 846-7611

Siviq Scores

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

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

-13%

Higher net margin than 20% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

$14,550

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 23.1% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

45%

Faster asset growth than 83% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2017

106%

Faster revenue growth than 93% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2017

Balance Sheet

Liabilities / Assets56th percentile

Assets

$14,934

Up $7,795 (+109%) from 2015

Net Assets

$14,934

Up $14,057 (+1603%) from 2015

Liabilities

Down

Down $6,262 (-100%) from 2015

Revenue And Expenses

Liabilities / Revenue56th percentile Net Margin20th percentile

Revenue

$63,069

Up $48,201 (+324%) from 2015

Expenses

$71,403

Up $57,412 (+410%) from 2015

Net Income

Down

-$8,334

Down $9,211 (-1050%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

Highlighted filing

2017

Assets$14,934

Liabilities$0

Net Assets$14,934

Open 2017 Filing

Operations Trend

Revenue Growth93rd percentile

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

Highlighted filing

2017

Revenue$63,069

Expenses$71,403

Net Income-$8,334

Open 2017 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2017 to Dec 31, 2017
Signed: Nov 15, 2018
Return Version: 2017v2.3
Gross Receipts: $63,069

Mission and Program Overview

Mission

To empower young people to reach their unlimited potential free from addiction

Program Services

Description	Grants	Expenses
TO EMPOWER YOUNG PEOPLE TO REACH THEIR UNLIMITED POTENTIAL FREE FROM ADDICTION	$0	$71,402

Compensation and Service Providers

Top Officer Pay81st percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
LEWIS JOHNSTON	CEO	FT	$14,550	-	$14,550
BRIAN KELLEHER	Treasurer	-	$0	-	-
JAMES STEWART	Vice-President	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: The Up Foundation
EIN: 47-1960657
Phone: 4348467611
Address: 2420 MEMORIAL AVENUE, LYNCHBURG, VA 24501

Signing Officer

Name: Lewis Johnston
Title: Treasurer
Phone: 4348468822
Signed: 2018-11-15
Discuss with paid preparer: Yes

Preparer

Firm: Davidson Doyle & Hilton Llp
Address: PO BOX 800, LYNCHBURG, VA 24505-0800
Preparer: Amy a Gallagher CPA
Phone: 4348467611

Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

“Description: INTEREST. Amount: 28.”

Form 990-EZ, Part I, Line 16 - Other Expenses

“Description: ADVERTISING. Amount: 1,534. Description: BANK CHARGES. Amount: 47. Description: GRANTS. Amount: 300. Description: COMMISSIONS & FEES. Amount: 875. Description: DUES & SUBSCRIPTIONS. Amount: 456. Description: INSURANCE. Amount: 1,565. Description: PROFESSIONAL FEES. Amount: 643. Description: MEALS & ENTERTAINMENT. Amount: 3,629. Description: OFFICE EXPENSES. Amount: 2,564. Description: SUPPLIES. Amount: 244. Description: MISCELLANEOUS. Amount: 1,824. Description: TRAVEL. Amount: 3,489. Total to Form 990-EZ, line 16: 17,170.”

Form 990-EZ, Part II, Line 24 - Other Assets

“Description: LOANS TO OTHERS. Beg. of Year Amount: 0. End of Year Amount: 163. Description: Other Depreciable Assets. Beg. of Year Amount: 0. End of Year Amount: 492.”

Raw XML Appendix143 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/BooksInCareOfDetail/PhoneNum	0	4348467611
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	2420 MEMORIAL AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	LYNCHBURG
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	24501
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	23268
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	14279
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	0
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	11704
IRS990EZ/DirectIndirectPltclExpendAmt	0	0
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IRS990EZ/EngagedInExcessBenefitTransInd	0	0
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IRS990EZ/GrossReceiptsAmt	0	63069
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InfoInScheduleOPartVInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	28
IRS990EZ/LobbyingActivitiesInd	0	0
IRS990EZ/MadeLoansToFromOfficersInd	0	0
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	23268
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	14934
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	23268
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	14934
IRS990EZ/OccupancyRentUtltsAndMaintAmt	0	35120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	14550
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	1	0
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	BRIAN KELLEHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	LEWIS JOHNSTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	JAMES STEWART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	VICE-PRESIDENT
IRS990EZ/OperateHospitalInd	0	0
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IRS990EZ/OrganizationDissolvedEtcInd	0	0
IRS990EZ/OrganizationHadUBIInd	0	0
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	0
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	655
IRS990EZ/OtherChangesInNetAssetsAmt	0	0
IRS990EZ/OtherExpensesTotalAmt	0	17170
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	0
IRS990EZ/PrimaryExemptPurposeTxt	0	TO EMPOWER YOUNG PEOPLE TO REACH THEIR UNLIMITED POTENTIAL FREE FROM ADDICTION
IRS990EZ/PrintingPublicationsPostageAmt	0	1394
IRS990EZ/ProgramServiceRevenueAmt	0	51337
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	TO EMPOWER YOUNG PEOPLE TO REACH THEIR UNLIMITED POTENTIAL FREE FROM ADDICTION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	71402
IRS990EZ/ProhibitedTaxShelterTransInd	0	0
IRS990EZ/RelatedOrganizationCtrlEntInd	0	0
IRS990EZ/SalariesOtherCompEmplBnftAmt	0	14550
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	0
IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	VA
IRS990EZ/SubjectToProxyTaxInd	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	0
IRS990EZ/TaxImposedOnOrganizationMgrAmt	0	0
IRS990EZ/TaxImposedUnderIRC4911Amt	0	0
IRS990EZ/TaxImposedUnderIRC4912Amt	0	0
IRS990EZ/TaxImposedUnderIRC4955Amt	0	0
IRS990EZ/TaxReimbursedByOrganizationAmt	0	0
IRS990EZ/TotalExpensesAmt	0	71403
IRS990EZ/TotalProgramServiceExpensesAmt	0	71402
IRS990EZ/TotalRevenueAmt	0	63069
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	0
IRS990EZ/TypeOfOrganizationTrustInd	0	X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt	0	11704
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt	0	11704
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt	0	28
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt	0	28
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt	0	51337
IRS990ScheduleA/PublicOrganization170Ind	0	X
IRS990ScheduleA/PublicSupportCY170Pct	0	0.99760
IRS990ScheduleA/PublicSupportTotal170Amt	0	11704
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind	0	X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt	0	11704
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt	0	11704
IRS990ScheduleA/TotalSupportAmt	0	11732
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	Description: INTEREST. Amount: 28.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	Description: ADVERTISING. Amount: 1,534. Description: BANK CHARGES. Amount: 47. Description: GRANTS. Amount: 300. Description: COMMISSIONS & FEES. Amount: 875. Description: DUES & SUBSCRIPTIONS. Amount: 456. Description: INSURANCE. Amount: 1,565. Description: PROFESSIONAL FEES. Amount: 643. Description: MEALS & ENTERTAINMENT. Amount: 3,629. Description: OFFICE EXPENSES. Amount: 2,564. Description: SUPPLIES. Amount: 244. Description: MISCELLANEOUS. Amount: 1,824. Description: TRAVEL. Amount: 3,489. Total to Form 990-EZ, line 16: 17,170.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	Description: LOANS TO OTHERS. Beg. of Year Amount: 0. End of Year Amount: 163. Description: Other Depreciable Assets. Beg. of Year Amount: 0. End of Year Amount: 492.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	Form 990-EZ, Part II, Line 24 - Other Assets
TransferPrsnlBnftContractsDecl/DeclarationDesc	0	The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS	0	2019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	LEWIS JOHNSTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	4348468822
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE UP FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	UPFO
ReturnHeader/Filer/EIN	0	471960657
ReturnHeader/Filer/PhoneNum	0	4348467611
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	2420 MEMORIAL AVENUE
ReturnHeader/Filer/USAddress/CityNm	0	LYNCHBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	VA
ReturnHeader/Filer/USAddress/ZIPCd	0	24501
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	23.25.106.77
ReturnHeader/FilingSecurityInformation/IPDt	0	2018-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd	0	ES
ReturnHeader/FilingSecurityInformation/IPTm	0	16:03:43
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	541953476
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	DAVIDSON DOYLE & HILTON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	PO BOX 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	LYNCHBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	245050800
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4348467611
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	AMY A GALLAGHER CPA
ReturnHeader/ReturnTs	0	2018-11-15T16:07:06-06:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2017-01-01
ReturnHeader/TaxPeriodEndDt	0	2017-12-31
ReturnHeader/TaxYr	0	2017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $14,934
Liabilities: $0
Net assets: $14,934
Revenue: $63,069
Expenses: $71,403
Net income: -$8,334

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$0.94	$0.04	$0.90	$0.55	$0.34	$0.21
2024Detailed filing. Detailed filing data is available for this year.	$0.73	$0.04	$0.69	$0.59	$0.55	$0.05
2023Detailed filing. Detailed filing data is available for this year.	$0.68	$0.04	$0.64	$0.50	$0.55	$0.05
2022Detailed filing. Detailed filing data is available for this year.	$0.71	$0.04	$0.67	$1.08	$1.08	$0.00
2021Detailed filing. Detailed filing data is available for this year.	$0.70	$0.03	$0.66	$1.01	$0.70	$0.30
2020Detailed filing. Detailed filing data is available for this year.	$0.36	$0.00	$0.36	$1.16	$1.66	$0.49
2019Detailed filing. Detailed filing data is available for this year.	$0.85	$0.00	$0.85	$1.95	$1.19	$0.77
2018Detailed filing. Detailed filing data is available for this year.	$0.08	$0.00	$0.08	$0.65	$0.71	$0.07
2017Detailed filing. Detailed filing data is available for this year.	$0.15	$0.00	$0.15	$0.63	$0.71	$0.08
2015Detailed filing. Detailed filing data is available for this year.	$0.07	$0.06	$0.01	$0.15	$0.14	$0.01