Civic Intelligence

Up Rva

990 • Fiscal year 2019 • EIN 47-4180116

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 06, 2019

4609 Wythe AvenueRichmond, VA 23226

(804) 356-2052

Siviq Scores

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

Liabilities / Assets

65th percentile

0.10x

Higher debt load relative to assets than 65% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

67th percentile

0.10x

Higher debt load relative to revenue than 67% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

85th percentile

32%

Higher net margin than 85% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

91st percentile

65%

Faster asset growth than 91% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

78th percentile

29%

Faster revenue growth than 78% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Up

$769,185

Up $303,171 (+65%) from 2018

Net Assets

Up

$688,552

Up $263,914 (+62%) from 2018

Liabilities

Up

$80,633

Up $39,257 (+95%) from 2018

Revenue

Up

$828,856

Up $188,170 (+29%) from 2018

Expenses

Up

$561,964

Up $137,668 (+32%) from 2018

Net Income

Up

$266,892

Up $50,502 (+23%) from 2018

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2015: $63,298Liabilities 2015: $52,267Net Assets 2015: $11,0312015Assets 2016: $260,469Liabilities 2016: $47,344Net Assets 2016: $213,1252016Assets 2017: $252,206Liabilities 2017: $43,9582017Assets 2018: $466,014Liabilities 2018: $41,376Net Assets 2018: $424,6382018Assets 2019: $769,185Liabilities 2019: $80,633Net Assets 2019: $688,5522019Assets 2020: $1,246,235Liabilities 2020: $96,472Net Assets 2020: $1,149,7632020Assets 2021: $1,872,206Liabilities 2021: $36,921Net Assets 2021: $1,835,2852021Assets 2022: $2,507,287Liabilities 2022: $29,616Net Assets 2022: $2,477,6712022Assets 2023: $3,079,770Liabilities 2023: $18,030Net Assets 2023: $3,061,7402023Assets 2024: $3,891,628Liabilities 2024: $2,057Net Assets 2024: $3,889,5712024Assets 2025: $4,625,433Liabilities 2025: $7,596Net Assets 2025: $4,617,8372025

Highlighted filing

2019

Assets$769,185
Liabilities$80,633
Net Assets$688,552

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2015: $66,666Expenses 2015: $55,635Net Income 2015: $11,0312015Revenue 2016: $435,175Expenses 2016: $233,081Net Income 2016: $202,0942016Revenue 2017: $163,364Expenses 2017: $168,240Net Income 2017: -$4,8762017Revenue 2018: $640,686Expenses 2018: $424,296Net Income 2018: $216,3902018Revenue 2019: $828,856Expenses 2019: $561,964Net Income 2019: $266,8922019Revenue 2020: $1,106,636Expenses 2020: $645,425Net Income 2020: $461,2112020Revenue 2021: $1,483,687Expenses 2021: $798,165Net Income 2021: $685,5222021Revenue 2022: $1,671,464Expenses 2022: $1,029,079Net Income 2022: $642,3852022Revenue 2023: $1,799,878Expenses 2023: $1,215,809Net Income 2023: $584,0692023Revenue 2024: $2,153,172Expenses 2024: $1,394,664Net Income 2024: $758,5082024Revenue 2025: $2,007,164Expenses 2025: $1,489,575Net Income 2025: $517,5892025

Highlighted filing

2019

Revenue$828,856
Expenses$561,964
Net Income$266,892
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 6, 2019
Return Version
2018v3.1
Gross Receipts
$828,856
Mission and Program Overview

Mission

Up rva aims to bridge the gap between children from limited economic resources in the city of richmond and independent schools. This bridge also extends to richmond public school students who have access to our after school program and transportation services. We will build this bridge by providing services that advocate, support, and empower students to take advantage of this educational opportunity that was once thought to be unattainable.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$432,819$691,114▲ $258,295
Land, Buildings, and Equipment, Net$31,653$78,071▲ $46,418
Total Assets$466,014$769,185▲ $303,171
Other Assets Total$1,542--
Liabilities
Mortgage Notes Payable Secured by Investment Property$30,258$55,964▲ $25,706
Other Liabilities$11,118$24,669▲ $13,551
Total Liabilities$41,376$80,633▲ $39,257
Net Assets / Fund Balance
Unrestricted Net Assets$424,638$651,052▲ $226,414
Temporarily Rstr Net Assets-$37,500-
Total Net Assets Fund Balance$424,638$688,552▲ $263,914
Total Liabilities and Net Assets / Fund Balance$466,014$769,185▲ $303,171

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$78,071$70,844$148,915
Compensation and Service Providers

Board Members and Trustees

NameTitle
Amanda SurgenerPresident
Dan LudwinDirector
Pamela SchutzDirector
Rand RobinsDirector
Michael MarucaSecretary
Peter GoodwinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$825,932
Program Service Revenue
$2,924
Investment Income
$0
Other Revenue
$0
All Other Contributions
$819,932
Change in Net Assets
$266,892
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$314,001
Other Expenses$247,963
Total Fundraising Expense$19,652
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$202,495--$202,495
Travel$85,478--$85,478
Current Officers, Directors, Trustees, and Key Employees$52,594$7,514$15,027$75,135
Payroll Taxes$22,693$575$1,150$24,418
Depreciation Depletion$22,858--$22,858
Fees for Services Other$22,435--$22,435
Other Employee Benefits$8,368$1,195$2,390$11,953
Other Expenses$9,543--$9,543
All Other Expenses$6,766$1,541$177$8,484
Fees for Services Accounting-$4,797-$4,797
Office Expenses$3,177$453$908$4,538
Insurance$4,059--$4,059
Interest-$111-$111
Total Functional Expenses$526,126$16,186$19,652$561,964
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Payable$15,232
Payroll Liabilities$6,408
Credit Cards Payable$3,029
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Draft of the 990 is provided to the directors for approval before filing.

Form 990, Page 6, Part VI, Line 19

UPON REQUEST.

Filing and Contact Details

Filer

Filer Name
Up Rva
EIN
47-4180116
Address
4609 WYTHE AVENUE, RICHMOND, VA 23226

Signing Officer

Name
Toby Desch
Title
Executive Director
Phone
8043562052
Signed
2019-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amanda Surgener
Formed
2015
Legal Domicile
Va
Voting Board Members
6
Independent Board Members
6
Employees
8

Preparer

Firm
Thomas and Thomas Inc
Address
10985 RICHARDSON RD, ASHLAND, VA 23005-3419
Preparer
Lorraine E Berg
Phone
8047989408
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Up rva aims to bridge the gap between children from limited economic resources in the city of richmond and independent schools. This bridge also extends to richmond public school students who have access to our after school program and transportation services. We will build this bridge by providing services that advocate, support, and empower students to take advantage of this educational opportunity that was once thought to be unattainable.

Form 990, Page 2, Part III, Line 4A

Up rva builds a bridge between economically disadvantaged children from the city of richmond, va and surrounding independent schools. Up rva provides support in the following ways: daily transportation to and from independent schools in richmond, va. After school program from 4 p.m.-8 p.m. That offers tutors, laptop access, and dinner for each student summer remediation helps students with the extra financial obligation of attending an independent school (ex. Field trip costs, meal plans, athletic fees, etc.). Facilitates communication between independent schools and families. Each of up rva's students began the school year with an action plan in place with their specific school. These plans were customized to maximize social and academic success for the individual student. Up rva students also completed a one-week independent school boot camp that exposed them to math curriculum, academic service professionals, and a crash course in technology. All of up rva's students have attendance rates of 95% or better: of the eight students, five have 100% attendance.

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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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IRS990ScheduleA/TotalSupportAmt02129000
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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IRS990ScheduleD/EquipmentGrp/BookValueAmt078071
IRS990ScheduleD/EquipmentGrp/DepreciationAmt070844
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0148915
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt16408
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LEASE PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAYROLL LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2CREDIT CARDS PAYABLE
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IRS990ScheduleD/TotalLiabilityAmt024669
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UP RVA AIMS TO BRIDGE THE GAP BETWEEN CHILDREN FROM LIMITED ECONOMIC RESOURCES IN THE CITY OF RICHMOND AND INDEPENDENT SCHOOLS. THIS BRIDGE ALSO EXTENDS TO RICHMOND PUBLIC SCHOOL STUDENTS WHO HAVE ACCESS TO OUR AFTER SCHOOL PROGRAM AND TRANSPORTATION SERVICES. WE WILL BUILD THIS BRIDGE BY PROVIDING SERVICES THAT ADVOCATE, SUPPORT, AND EMPOWER STUDENTS TO TAKE ADVANTAGE OF THIS EDUCATIONAL OPPORTUNITY THAT WAS ONCE THOUGHT TO BE UNATTAINABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UP RVA BUILDS A BRIDGE BETWEEN ECONOMICALLY DISADVANTAGED CHILDREN FROM THE CITY OF RICHMOND, VA AND SURROUNDING INDEPENDENT SCHOOLS. UP RVA PROVIDES SUPPORT IN THE FOLLOWING WAYS: DAILY TRANSPORTATION TO AND FROM INDEPENDENT SCHOOLS IN RICHMOND, VA. AFTER SCHOOL PROGRAM FROM 4 P.M.-8 P.M. THAT OFFERS TUTORS, LAPTOP ACCESS, AND DINNER FOR EACH STUDENT SUMMER REMEDIATION HELPS STUDENTS WITH THE EXTRA FINANCIAL OBLIGATION OF ATTENDING AN INDEPENDENT SCHOOL (EX. FIELD TRIP COSTS, MEAL PLANS, ATHLETIC FEES, ETC.). FACILITATES COMMUNICATION BETWEEN INDEPENDENT SCHOOLS AND FAMILIES. EACH OF UP RVA'S STUDENTS BEGAN THE SCHOOL YEAR WITH AN ACTION PLAN IN PLACE WITH THEIR SPECIFIC SCHOOL. THESE PLANS WERE CUSTOMIZED TO MAXIMIZE SOCIAL AND ACADEMIC SUCCESS FOR THE INDIVIDUAL STUDENT. UP RVA STUDENTS ALSO COMPLETED A ONE-WEEK INDEPENDENT SCHOOL BOOT CAMP THAT EXPOSED THEM TO MATH CURRICULUM, ACADEMIC SERVICE PROFESSIONALS, AND A CRASH COURSE IN TECHNOLOGY. ALL OF UP RVA'S STUDENTS HAVE ATTENDANCE RATES OF 95% OR BETTER: OF THE EIGHT STUDENTS, FIVE HAVE 100% ATTENDANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DRAFT OF THE 990 IS PROVIDED TO THE DIRECTORS FOR APPROVAL BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SubjectToProxyTaxInd0false
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
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IRS990/TerminateOperationsInd0false
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IRS990/TotalContributionsAmt0825932
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt019652
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt016186
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0526126
IRS990/TotalFunctionalExpensesGrp/TotalAmt0561964
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt041376
IRS990/TotalLiabilitiesEOYAmt080633
IRS990/TotalLiabilitiesGrp/BOYAmt041376
IRS990/TotalLiabilitiesGrp/EOYAmt080633
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0424638
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0688552
IRS990/TotalProgramServiceExpensesAmt0526126
IRS990/TotalProgramServiceRevenueAmt02924
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02924
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0828856
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0466014
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0769185
IRS990/TravelGrp/ProgramServicesAmt085478
IRS990/TravelGrp/TotalAmt085478
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0424638
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0651052
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0COLLEGIATE SCHOOL
IRS990/USAddress/AddressLine2Txt0103 N MORELAND RD
IRS990/USAddress/CityNm0RICHMOND
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd023229
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.UPRVA.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TOBY DESCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08043562052
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UP RVA
ReturnHeader/Filer/BusinessNameControlTxt0UPRV
ReturnHeader/Filer/EIN0474180116
ReturnHeader/Filer/USAddress/AddressLine1Txt04609 WYTHE AVENUE
ReturnHeader/Filer/USAddress/CityNm0RICHMOND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023226
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A38DB3E7D3E0DD1083E1DA52B78A196AD163798C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A38DB3E7D3E0DD1083E1DA52B78A196AD163798C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.147.106.220
ReturnHeader/FilingSecurityInformation/IPDt02019-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm013:55:30
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541691035
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THOMAS AND THOMAS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010985 RICHARDSON RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ASHLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0230053419
ReturnHeader/PreparerPersonGrp/PhoneNum08047989408
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORRAINE E BERG
ReturnHeader/ReturnTs02019-11-13T13:55:30-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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