Civic Intelligence

Upstream Education Inc.

990EZ • Fiscal year 2018 • EIN 47-2990914

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 14, 2020

Organization Profileasset-edu.org
1644 Platte StDenver, CO 80202

(203) 644-3658

Siviq Scores

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

Liabilities / Assets

70th percentile

0.03x

Higher debt load relative to assets than 70% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

72nd percentile

0.03x

Higher debt load relative to revenue than 72% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

92nd percentile

50%

Higher net margin than 92% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

91st percentile

$45,833

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 25.2% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

94th percentile

152%

Faster asset growth than 94% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

92nd percentile

90%

Faster revenue growth than 92% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$156,245

Up $92,428 (+145%) from 2018

Net Assets

$151,662

No earlier filing loaded for comparison.

Liabilities

Down

$4,583

Down $4,402 (-49%) from 2018

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin92nd percentile

Revenue

Up

$182,111

Up $90,537 (+99%) from 2018

Expenses

Down

$90,889

Down $6,293 (-6.5%) from 2018

Net Income

Up

$91,222

Up $96,830 (+1727%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$1.5M$1.0M$500K$0Assets 2017: $62,107Liabilities 2017: $1,6672017Assets 2018: $156,245Liabilities 2018: $4,583Net Assets 2018: $151,6622018Assets 2018: $63,817Liabilities 2018: $8,9852018Assets 2019: $280,958Liabilities 2019: $5,642Net Assets 2019: $275,3162019Assets 2020: $346,329Liabilities 2020: $4,266Net Assets 2020: $342,0632020Assets 2021: $582,321Liabilities 2021: $6,512Net Assets 2021: $575,8092021Assets 2022: $565,499Liabilities 2022: $14,978Net Assets 2022: $550,5212022Assets 2023: $895,218Liabilities 2023: $7,169Net Assets 2023: $888,0492023Assets 2024: $1,253,236Liabilities 2024: $5,650Net Assets 2024: $1,247,5862024

Highlighted filing

2018

Assets$156,245
Liabilities$4,583
Net Assets$151,662
Open 2018 Filing

Operations Trend

Revenue Growth92nd percentile

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

$1.0M$500K$0-$500KRevenue 2017: $95,943Expenses 2017: $48,357Net Income 2017: $47,5862017Revenue 2018: $182,111Expenses 2018: $90,889Net Income 2018: $91,2222018Revenue 2018: $91,574Expenses 2018: $97,182Net Income 2018: -$5,6082018Revenue 2019: $362,546Expenses 2019: $238,892Net Income 2019: $123,6542019Revenue 2020: $316,444Expenses 2020: $249,697Net Income 2020: $66,7472020Revenue 2021: $569,910Expenses 2021: $336,164Net Income 2021: $233,7462021Revenue 2022: $399,042Expenses 2022: $424,330Net Income 2022: -$25,2882022Revenue 2023: $749,053Expenses 2023: $411,525Net Income 2023: $337,5282023Revenue 2024: $831,353Expenses 2024: $471,816Net Income 2024: $359,5372024

Highlighted filing

2018

Revenue$182,111
Expenses$90,889
Net Income$91,222
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 14, 2020
Return Version
2018v3.1
Gross Receipts
$182,111
Mission and Program Overview

Mission

ASSET Education trains and equips educators with concrete tools to help theirstudents reduce stress and build resilience for future success. We envision an education system where students mental health is just as important as their academics.

At ASSET Education, we equip teachers with the tools to help their students mitigate anxiety and build resilience in order to uncap students' potential and improve learning. We envision school systems nationwide in which students flourish and their potential and ability to learn are not compromised by debilitating school-related stress.

Program Services

DescriptionGrantsExpenses
ASSET renewed every school partner from the 2017-18 academic year for the 2018-19 academic year. 92% of our students reported using their ASSET tools inside or outside the classroom. Additionally, ASSET raised enough funds to bring an additional staff member on full-time and another individual part-time.$90,889-
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TESSA ZIMMERMANExecutive DirectorFT$45,833-$45,833
MICHAEL BRENT MODAKEmployeeFT$10,000-$10,000
SUELLEN INWOODPresident-$0--
STACY SCHREIBERSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Asset Education
EIN
47-2990914
Phone
2036443658
Address
1644 PLATTE ST, DENVER, CO 80202

Signing Officer

Name
Tessa Zimmerman
Title
Executive Director
Signed
2020-07-14
Discuss with paid preparer
Yes

Preparer

Firm
Henry Waters & Associates Inc
Address
4740 Table Mesa Drive, Boulder, CO 80305
Preparer
Steven T Henry
Phone
3034944050
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $125”

Other Expenses.1005

“Travel $3379”

Other Expenses.1012

“Insurance $846”

Other Expenses.1

“Technology & web services $3114”

Other Expenses.2

“MEALS $580”

Other Expenses.3

“PRODUCT DEVELOPMENT $540”

Other Expenses.4

“CASE STUDIES $128”

Other Expenses.5

“BANK CHARGES $53”

Other Expenses.6

“SUPPLIES $43”

Other Expenses.7

“LICENSES & PERMITS $10”

Other Assets.1005

“Accounts Receivable - Beginning $4275 Accounts Receivable - Ending $114600”

Total Liabilities.1

“PAYROLL TAX LIABILITIES - Beginning $1667 PAYROLL TAX LIABILITIES - Ending $4583”

Raw XML Appendix176 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/OfficerDirectorTrusteeEmplGrp/PersonNm3MICHAEL BRENT MODAK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Executive Dir.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Employee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
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IRS990EZ/OtherAssetsTotalDetail/BOYAmt04275
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IRS990EZ/OtherExpensesTotalAmt08818
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/ProgramServiceRevenueAmt020243
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt090889
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990ScheduleA/First5Years509Ind0X
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0182411
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt095943
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $125
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $3379
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $846
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TECHNOLOGY & WEB SERVICES $3114
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MEALS $580
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PRODUCT DEVELOPMENT $540
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CASE STUDIES $128
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BANK CHARGES $53
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SUPPLIES $43
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9LICENSES & PERMITS $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Accounts Receivable - Beginning $4275 Accounts Receivable - Ending $114600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11PAYROLL TAX LIABILITIES - Beginning $1667 PAYROLL TAX LIABILITIES - Ending $4583
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Total Liabilities.1
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TESSA ZIMMERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ASSET EDUCATION
ReturnHeader/Filer/BusinessNameControlTxt0ASSE
ReturnHeader/Filer/EIN0472990914
ReturnHeader/Filer/PhoneNum02036443658
ReturnHeader/Filer/USAddress/AddressLine1Txt01644 PLATTE ST
ReturnHeader/Filer/USAddress/CityNm0DENVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080202
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200076308
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04740 Table Mesa Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Boulder
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080305
ReturnHeader/PreparerPersonGrp/PhoneNum03034944050
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN T HENRY
ReturnHeader/ReturnTs02020-07-15T10:04:26-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$156,245
Liabilities
$4,583
Net assets
$151,662
Revenue
$182,111
Expenses
$90,889
Net income
$91,222
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.25$0.01$1.25$0.83$0.47$0.36
2023Summary only. Only limited summary data is available for this year.$0.90$0.01$0.89$0.75$0.41$0.34
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.57$0.01$0.55$0.40$0.42$0.03
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.01$0.58$0.57$0.34$0.23
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.00$0.34$0.32$0.25$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.01$0.28$0.36$0.24$0.12
2018Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.15$0.18$0.09$0.09
2018Summary only. Only limited summary data is available for this year.$0.06$0.01$0.09$0.10$0.01
2017Summary only. Only limited summary data is available for this year.$0.06$0.00$0.10$0.05$0.05