Civic Intelligence

Upwelling Foundation Inc

990EZ • Fiscal year 2020 • EIN 47-2140216

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 07, 2021

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

55th percentile

0.00x

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

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

97th percentile

88%

Higher net margin than 97% 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

88th percentile

103%

Faster asset growth than 88% of similar nonprofits.

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

Revenue Growth

100th percentile

2303%

Faster revenue growth than 100% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$95,609

Up $48,616 (+103%) from 2019

Net Assets

Up

$95,609

Up $48,616 (+103%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin97th percentile

Revenue

Up

$55,275

Up $52,975 (+2303%) from 2019

Expenses

Down

$6,659

Down $4,692 (-41%) from 2019

Net Income

Up

$48,616

Up $57,667 (+637%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth88th 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

2020

Assets$95,609
Liabilities$0
Net Assets$95,609
Open 2020 Filing

Operations Trend

Revenue Growth100th 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

2020

Revenue$55,275
Expenses$6,659
Net Income$48,616
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 7, 2021
Return Version
2020v4.1
Gross Receipts
$55,275
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 Pay76th 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
2021-04-07
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 16

“Journal Publication 2300.”

Form 990EZ, Part I, Line 16

“Research Expenses 3814.”

Raw XML Appendix137 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
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IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010150 NW 10th Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Plantation
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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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/OtherExpensesTotalAmt06114
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/TotalExpensesAmt06659
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt055275
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.upwelling.foundation
IRS990ScheduleA/HospitalNameAndAddressGrp/CityNm0MIAMI BEACH
IRS990ScheduleA/HospitalNameAndAddressGrp/StateAbbreviationCd0FL
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IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/MedicalResearchOrganizationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal509Amt00
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/Filer/PhoneNum09546555383
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012944
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ReturnHeader/PreparerPersonGrp/PhoneNum07186986300
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ARTHUR GREENBERG
ReturnHeader/ReturnTs02021-04-28T12:27:55-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ELIZABETH ANNE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ELLIOT
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$95,609
Liabilities
$0
Net assets
$95,609
Revenue
$55,275
Expenses
$6,659
Net income
$48,616
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