Civic Intelligence

Upwelling Foundation Inc

990EZ • Fiscal year 2019 • EIN 47-2140216

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 20, 2020

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

57th percentile

0.00x

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

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

2nd percentile

-394%

Higher net margin than 2% 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

23rd percentile

-16%

Faster asset growth than 23% of similar nonprofits.

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

Revenue Growth

2nd percentile

-96%

Faster revenue growth than 2% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$46,993

Down $9,051 (-16%) from 2018

Net Assets

Down

$46,993

Down $9,051 (-16%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin2nd percentile

Revenue

Down

$2,300

Down $50,900 (-96%) from 2018

Expenses

Up

$11,351

Up $1,985 (+21%) from 2018

Net Income

Down

-$9,051

Down $52,885 (-121%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth23rd 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

2019

Assets$46,993
Liabilities$0
Net Assets$46,993
Open 2019 Filing

Operations Trend

Revenue Growth2nd percentile

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

2019

Revenue$2,300
Expenses$11,351
Net Income-$9,051
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 20, 2020
Return Version
2019v5.0
Gross Receipts
$2,300
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
NONE$0$0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH ANNE ELLIOTDirector, President-$0--
LOREN L LATADirector, V President-$0--
ANNA-LENA MAKOWSKIDirector, Secretary, TreasurerPT$0--
FRANCESCO TRAVASCIODirector-$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
2020-03-20
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990EZ, Part I, Line 10

“Gift; gift; : , , , ; , 3000.”

Form 990EZ, Part I, Line 16

“Computer and Website Expenses 4777.”

Form 990EZ, Part I, Line 16

“Administrative and Bank Charges 116.”

Form 990EZ, Part I, Line 16

“Research Expenses 2714.”

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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0UPWELLING FOUNDATION INC
IRS990EZ/BooksInCareOfDetail/PhoneNum05188347685
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010150 NW 10th Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Plantation
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033322
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt056044
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt046993
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02300
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-9051
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0744
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt056044
IRS990EZ/Form990TotalAssetsGrp/EOYAmt046993
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03000
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt02300
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt056044
IRS990EZ/NetAssetsOrFundBalancesEOYAmt046993
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt056044
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt046993
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ELIZABETH ANNE ELLIOT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LOREN L LATA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANNA-LENA MAKOWSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3FRANCESCO TRAVASCIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR, PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR, V PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR, SECRETARY, TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt07607
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MEDICAL RESEARCH FOR BASIC SCIENCE AND SURGICAL TECHNIQUES, AND MEDICAL AND EDUCATION TRAINING
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NONE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt011351
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt02300
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.upwelling.foundation
IRS990ScheduleA/HospitalNameAndAddressGrp/CityNm0MIAMI BEACH
IRS990ScheduleA/HospitalNameAndAddressGrp/StateAbbreviationCd0FL
IRS990ScheduleA/HospitalNameAndAddressGrp/SupportedOrganizationName/BusinessNameLine1Txt0MT SINAI MEDICAL CENTER
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/MedicalResearchOrganizationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GIFT; GIFT; : , , , ; , 3000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Computer and Website Expenses 4777.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Administrative and Bank Charges 116.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Research Expenses 2714.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH ANNE ELLIOT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09546555383
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-20
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/FilingSecurityInformation/AtSubmissionCreationDeviceId05ED8F7CE50B20A4663B38BFF5ABE27115D4EC524
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05ED8F7CE50B20A4663B38BFF5ABE27115D4EC524
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.71.61.141
ReturnHeader/FilingSecurityInformation/IPDt02020-04-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm011:45:58
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/ZIPCd010314
ReturnHeader/PreparerPersonGrp/PhoneNum07186986300
ReturnHeader/PreparerPersonGrp/PreparationDt02020-04-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ARTHUR GREENBERG
ReturnHeader/ReturnTs02020-04-01T11:46:07-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$46,993
Liabilities
$0
Net assets
$46,993
Revenue
$2,300
Expenses
$11,351
Net income
-$9,051
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