Civic Intelligence

Upwelling Foundation Inc

990EZ • Fiscal year 2015 • EIN 47-2140216

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 01, 2016

Organization Profilewww.upwelling.foundation
PO Box 140Keeseville, NY 12944

(954) 655-5383

Siviq Scores

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

Liabilities / Assets

86th percentile

0.33x

Higher debt load relative to assets than 86% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

86th percentile

0.19x

Higher debt load relative to revenue than 86% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

93rd percentile

54%

Higher net margin than 93% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

100th percentile

7021000%

Faster asset growth than 100% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$70,211

Up $70,210 (+7021000%) from 2014

Net Assets

Up

$47,141

Up $65,432 (+358%) from 2014

Liabilities

Up

$23,070

Up $4,779 (+26%) from 2014

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin93rd percentile

Revenue

Up

$121,140

Up $121,140 from 2014

Expenses

Up

$55,708

Up $37,417 (+205%) from 2014

Net Income

Up

$65,432

Up $83,723 (+458%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$300K$200K$100K$0-$100KAssets 2014: $1Liabilities 2014: $18,291Net Assets 2014: -$18,2912014Assets 2015: $70,211Liabilities 2015: $23,070Net Assets 2015: $47,1412015Assets 2016: $28,294Liabilities 2016: $0Net Assets 2016: $28,2942016Assets 2017: $12,210Liabilities 2017: $0Net Assets 2017: $12,2102017Assets 2018: $56,044Liabilities 2018: $0Net Assets 2018: $56,0442018Assets 2019: $46,993Liabilities 2019: $0Net Assets 2019: $46,9932019Assets 2020: $95,609Liabilities 2020: $0Net Assets 2020: $95,6092020Assets 2021: $91,084Liabilities 2021: $0Net Assets 2021: $91,0842021Assets 2022: $58,825Liabilities 2022: $0Net Assets 2022: $58,8252022Assets 2023: $55,166Liabilities 2023: $0Net Assets 2023: $55,1662023Assets 2024: $205,096Net Assets 2024: $205,0962024

Highlighted filing

2015

Assets$70,211
Liabilities$23,070
Net Assets$47,141
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$150K$100K$50K$0-$50KRevenue 2014: $0Expenses 2014: $18,291Net Income 2014: -$18,2912014Revenue 2015: $121,140Expenses 2015: $55,708Net Income 2015: $65,4322015Revenue 2016: $10,000Expenses 2016: $28,847Net Income 2016: -$18,8472016Revenue 2017: $2,150Expenses 2017: $18,234Net Income 2017: -$16,0842017Revenue 2018: $53,200Expenses 2018: $9,366Net Income 2018: $43,8342018Revenue 2019: $2,300Expenses 2019: $11,351Net Income 2019: -$9,0512019Revenue 2020: $55,275Expenses 2020: $6,659Net Income 2020: $48,6162020Revenue 2021: $634Expenses 2021: $5,159Net Income 2021: -$4,5252021Revenue 2022: $20,800Expenses 2022: $53,059Net Income 2022: -$32,2592022Revenue 2023: $700Expenses 2023: $4,359Net Income 2023: -$3,6592023Revenue 2024: $152,000Expenses 2024: $2,070Net Income 2024: $149,9302024

Highlighted filing

2015

Revenue$121,140
Expenses$55,708
Net Income$65,432
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 1, 2016
Return Version
2015v2.1
Gross Receipts
$121,140
Mission and Program Overview

Mission

Medical research for basic science and surgical techniques, and medical and education training

Program Services

DescriptionGrantsExpenses
NONE--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH ANNE ELLIOTDirector, PresidentPT$0--
LOREN L LATADirector, V PresidentPT$0--
ANNA-LENA MAKOWSKIDirector, Secretary, TreasurerFT$0--
Filing and Contact Details

Filer

Filer Name
Upwelling Foundation Inc
EIN
47-2140216
Phone
9546555383
Address
PO BOX 140, KEESEVILLE, NY 12944

Signing Officer

Name
Elizabeth Anne Elliot
Title
Director
Phone
9546555383
Signed
2016-11-01

Preparer

Firm
M Stern Consultants Inc
Address
2550 Victory Blvd Suite 300, Staten Island, NY 10314-6635
Preparer
Arthur Greenberg
Phone
7186986300
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Merchant Services Incentive Fee Rebate 1000.”

Form 990EZ, Part I, Line 10

“Contributions; charitable; orthopaedic research society: 6640 eagle way, chicago, il, 60678; none, 1”

Form 990EZ, Part I, Line 16

“Computer and Website Expenses 6076.”

Form 990EZ, Part I, Line 16

“Merchant Services 1524.”

Form 990EZ, Part I, Line 16

“Filing Fee 35.”

Form 990EZ, Part I, Line 16

“Research Expenses 6630.”

Form 990EZ, Part I, Line 16

“Fundraising Event 14482.”

Raw XML Appendix146 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/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0UPWELLING FOUNDATION INC
IRS990EZ/BooksInCareOfDetail/PhoneNum07862610222
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03150 SW 38TH AVE SUITE 600
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MIAMI
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033146
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt070211
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0120140
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt065432
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt024325
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt070211
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01500
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0121140
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LoansToFromOfficersAmt023070
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0true
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-18291
IRS990EZ/NetAssetsOrFundBalancesEOYAmt047141
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-18291
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt047141
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt025.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt130.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ELIZABETH ANNE ELLIOT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LOREN L LATA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANNA-LENA MAKOWSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR, PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR, V PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR, SECRETARY, TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt028747
IRS990EZ/OtherRevenueTotalAmt01000
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MEDICAL RESEARCH FOR BASIC SCIENCE AND SURGICAL TECHNIQUES, AND MEDICAL AND EDUCATION TRAINING
IRS990EZ/PrintingPublicationsPostageAmt01136
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NONE
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt018291
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt023070
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt055708
IRS990EZ/TotalRevenueAmt0121140
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.upwelling.foundation
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/HospitalNameAndAddressGrp/CityNm0MIAMI BEACH
IRS990ScheduleA/HospitalNameAndAddressGrp/StateAbbreviationCd0FL
IRS990ScheduleA/HospitalNameAndAddressGrp/SupportedOrganizationName/BusinessNameLine1Txt0MT SINAI MEDICAL CENTER
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/MedicalResearchOrganizationInd0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt023070
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BusinessName/BusinessNameLine1Txt0Ouellette Group
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0cash flow
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0Director
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0false
IRS990ScheduleL/TotalBalanceDueAmt023070
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Merchant Services Incentive Fee Rebate 1000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONTRIBUTIONS; CHARITABLE; ORTHOPAEDIC RESEARCH SOCIETY: 6640 EAGLE WAY, CHICAGO, IL, 60678; NONE, 1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Computer and Website Expenses 6076.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Merchant Services 1524.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Filing Fee 35.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Research Expenses 6630.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Fundraising Event 14482.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH ANNE ELLIOT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09546555383
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPWELLING FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0UPWE
ReturnHeader/Filer/EIN0472140216
ReturnHeader/Filer/PhoneNum09546555383
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 140
ReturnHeader/Filer/USAddress/CityNm0KEESEVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012944
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0M STERN CONSULTANTS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02550 Victory Blvd Suite 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Staten Island
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0103146635
ReturnHeader/PreparerPersonGrp/PhoneNum07186986300
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ARTHUR GREENBERG
ReturnHeader/ReturnTs02016-11-08T05:58:19-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$70,211
Liabilities
$23,070
Net assets
$47,141
Revenue
$121,140
Expenses
$55,708
Net income
$65,432
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.05$2.05$1.52$0.02$1.50
2023Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.01$0.04$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.21$0.53$0.32
2021Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.01$0.05$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.55$0.07$0.49
2019Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.02$0.11$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.53$0.09$0.44
2017Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.02$0.18$0.16
2016Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.10$0.29$0.19
2015Detailed filing. Detailed filing data is available for this year.$0.70$0.23$0.47$1.21$0.56$0.65
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.18$0.18$0.00$0.18$0.18