Civic Intelligence

Upturn Inc.

990 • Fiscal year 2019 • EIN 81-4574412

Jan 01, 2019 to Dec 31, 2019 • Filed on May 12, 2020

Organization ProfileWWW.UPTURN.ORG
1015 15th St NW No 600Washington, DC 20005

(202) 677-2359

Siviq Scores

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

Liabilities / Assets

59th percentile

0.14x

Higher debt load relative to assets than 59% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

81st percentile

0.58x

Higher debt load relative to revenue than 81% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

14th percentile

-19%

Higher net margin than 14% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

90th percentile

$210,492

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 21.3% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

65th percentile

9.3%

Faster asset growth than 65% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

2nd percentile

-74%

Faster revenue growth than 2% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$4,133,900

Up $352,649 (+9.3%) from 2018

Net Assets

Down

$3,559,278

Down $190,070 (-5.1%) from 2018

Liabilities

Up

$574,622

Up $542,719 (+1701%) from 2018

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin14th percentile

Revenue

Down

$989,116

Down $2,858,270 (-74%) from 2018

Expenses

Up

$1,179,186

Up $126,296 (+12%) from 2018

Net Income

Down

-$190,070

Down $2,984,566 (-107%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2017: $987,168Liabilities 2017: $32,316Net Assets 2017: $954,8522017Assets 2018: $3,781,251Liabilities 2018: $31,903Net Assets 2018: $3,749,3482018Assets 2019: $4,133,900Liabilities 2019: $574,622Net Assets 2019: $3,559,2782019Assets 2020: $3,375,661Liabilities 2020: $64,025Net Assets 2020: $3,311,6362020Assets 2021: $4,369,468Liabilities 2021: $70,084Net Assets 2021: $4,299,3842021Assets 2022: $6,352,640Liabilities 2022: $56,498Net Assets 2022: $6,296,1422022Assets 2023: $5,262,965Liabilities 2023: $133,469Net Assets 2023: $5,129,4962023Assets 2024: $6,024,111Liabilities 2024: $36,874Net Assets 2024: $5,987,2372024

Highlighted filing

2019

Assets$4,133,900
Liabilities$574,622
Net Assets$3,559,278
Open 2019 Filing

Operations Trend

Revenue Growth2nd percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2017: $1,125,996Expenses 2017: $171,144Net Income 2017: $954,8522017Revenue 2018: $3,847,386Expenses 2018: $1,052,890Net Income 2018: $2,794,4962018Revenue 2019: $989,116Expenses 2019: $1,179,186Net Income 2019: -$190,0702019Revenue 2020: $1,297,649Expenses 2020: $1,545,291Net Income 2020: -$247,6422020Revenue 2021: $2,696,130Expenses 2021: $1,708,382Net Income 2021: $987,7482021Revenue 2022: $3,778,152Expenses 2022: $1,781,394Net Income 2022: $1,996,7582022Revenue 2023: $827,647Expenses 2023: $1,994,293Net Income 2023: -$1,166,6462023Revenue 2024: $3,175,373Expenses 2024: $2,317,632Net Income 2024: $857,7412024

Highlighted filing

2019

Revenue$989,116
Expenses$1,179,186
Net Income-$190,070
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 12, 2020
Return Version
2019v5.1
Gross Receipts
$989,116
Mission and Program Overview

Mission

Upturn advances equity and justice in the design, governance, and use of technology.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$2,927,440$1,691,601▼ $1,235,839
Savings and Temporary Cash Investments-$1,609,360-
Cash and Non-Interest-Bearing Accounts$840,387$819,936▼ $20,451
Prepaid Expenses and Deferred Charges$6,934$7,485▲ $551
Accounts Receivable$990$18▼ $972
Total Assets$3,781,251$4,133,900▲ $352,649
Other Assets Total$5,500$5,500→ $0
Liabilities
Deferred Revenue-$535,000-
Accounts Payable and Accrued Expenses$31,903$39,622▲ $7,719
Total Liabilities$31,903$574,622▲ $542,719
Net Assets / Fund Balance
Net Assets With Donor Restrictions$3,003,594$2,416,368▼ $587,226
Net Assets Without Donor Restrictions$745,754$1,142,910▲ $397,156
Total Net Assets Fund Balance$3,749,348$3,559,278▼ $190,070
Total Liabilities and Net Assets / Fund Balance$3,781,251$4,133,900▲ $352,649
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Harlan YuPresident & Executive DirectorFT$185,909$24,583$210,492
Aaron RiekeManaging DirectorFT$175,128$23,970$199,098

Board Members and Trustees

NameTitle
Paul OhmSec. Then Treas. (trans. 12/17/19)
Nabiha SyedTreas. Then Sec. (trans. 12/17/19)
Revenue and Support

Revenue Composition

Contributions and Grants
$970,677
Program Service Revenue
$5,300
Investment Income
$2,073
Other Revenue
$11,066
All Other Contributions
$970,677
Change in Net Assets
$-190,070

Audited Revenue Reconciliation

Revenue per Audited Statements
$989,116
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$989,116
Total Revenue per Form 990
$989,116
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$809,744
Other Expenses$369,442
Total Fundraising Expense$17,703
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$425,955$44,928$4,153$475,036
Current Officers, Directors, Trustees, and Key Employees$147,344$52,623$10,525$210,492
Travel$95,056$1,435-$96,491
Fees for Services Other$87,878$964-$88,842
Occupancy$49,115$8,073$1,188$58,376
Payroll Taxes$39,151$6,435$947$46,533
Pension Plan Contributions$40,966$4,158$359$45,483
Fees for Services Accounting-$40,717-$40,717
Other Employee Benefits$27,868$3,840$492$32,200
Conferences and Meetings$6,336$23,531-$29,867
Office Expenses$14,178$14,882-$29,060
Information Technology$79$7,668-$7,747
Insurance$904$1,795$22$2,721
Fees for Services Legal-$2,615-$2,615
Other Expenses$747$385$17$1,149
Total Functional Expenses$942,799$218,684$17,703$1,179,186

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,179,186
Total Expenses per Audited Statements$1,179,186
Total Expenses per Form 990$1,179,186
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The form 990 was prepared by the outside accountants and reviewed by the executive director. A copy of the form 990 was shared with the full board prior to filing with the irs.”

Form 990, Part VI, Section B, Line 12C

“The conflict of interest policy is distributed annually to all directors, officers, and members of board committees. All covered individuals sign an annual acknowledgement that they have received a copy of the policy, understand it, and agree to abide by its terms. Whenever a director, officer, or committee member becomes aware of a potential conflict of interest, whether financial or otherwise, s/he makes the situation known to the board or committee (as the case might be) and provides all facts material to understanding the nature and scope of the conflict, including whether the interested person believes his or her ability to make an independent decision based solely on the best interest of the corporation has been compromised. The interested person with the potential conflict retires from the meeting and does not participate in final discussion and voting on the existence of the conflict. If a conflict is found to exist, the interested person may be invited to provide any relevant information that could be of use to the board in making its decision, but again retires and does not participate in the final discussion and voting regarding the transaction.”

Form 990, Part VI, Section B, Line 15A

“The executive director's compensation was reviewed and approved by the board's compensation committee, consisting of the two independent members of the board. The committee used information of executive compensation packages for similar organizations, including information from their form 990s, and documented its decision in the committee meeting minutes. The most recent review took place in october 2017.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Upturn Inc
EIN
81-4574412
Phone
2026772359
Address
1015 15TH ST NW NO 600, WASHINGTON, DC 20005

Signing Officer

Name
Harlan Yu
Title
President & Executive Director
Phone
2026772359
Signed
2020-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Harlan Yu
Formed
2016
Legal Domicile
Dc
Voting Board Members
3
Independent Board Members
2
Employees
11
Volunteers
2

Preparer

Firm
Gelman Rosenberg & Freedman
Address
4550 MONTGOMERY AVE SUITE 800N, BETHESDA, MD 20814-2930
Preparer
Richard J Locastro CPA
Phone
3019519090
Raw XML AppendixShowing 400 of 442 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt031903
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt039622
IRS990/AccountsReceivableGrp/BOYAmt0990
IRS990/AccountsReceivableGrp/EOYAmt018
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0UPTURN ADVANCES EQUITY AND JUSTICE IN THE DESIGN, GOVERNANCE, AND USE OF TECHNOLOGY.
IRS990/AllOtherContributionsAmt0970677
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0HARLAN YU
IRS990/BooksInCareOfDetail/PhoneNum02026772359
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01015 15TH ST NW NO 600
IRS990/BooksInCareOfDetail/USAddress/CityNm0WASHINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0DC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd020005
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0840387
IRS990/CashNonInterestBearingGrp/EOYAmt0819936
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt010525
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt052623
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0147344
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0210492
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt023531
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt06336
IRS990/ConferencesMeetingsGrp/TotalAmt029867
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0970677
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt02073
IRS990/CYOtherExpensesAmt0369442
IRS990/CYOtherRevenueAmt011066
IRS990/CYProgramServiceRevenueAmt05300
IRS990/CYRevenuesLessExpensesAmt0-190070
IRS990/CYSalariesCompEmpBnftPaidAmt0809744
IRS990/CYTotalExpensesAmt01179186
IRS990/CYTotalFundraisingExpenseAmt017703
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0989116
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/EOYAmt0535000
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0UPTURN BELIEVES TECHNOLOGY SHOULD ADVANCE JUSTICE, NOT AMPLIFY RACIAL AND ECONOMIC INEQUITIES. WE DRIVE POLICY CHANGE THROUGH RIGOROUS RESEARCH, LEGAL AND POLICY ADVOCACY, AND TIMELY COLLABORATIONS. WE WORK ACROSS DISCIPLINES, BRINGING COMPUTER SCIENCE, QUANTITATIVE, AND LEGAL AND POLICY EXPERTISE TO BEAR ON THE MOST PRESSING CIVIL RIGHTS CHALLENGES. WE SEEK OUT PARTNERSHIPS WITH LOCAL AND NATIONAL ADVOCATES, LITIGATORS, ACADEMICS, AND OTHERS TO ENSURE OUR WORK IS RESPONSIVE, INFORMED, AND GROUNDED. OUR PROGRAM AREAS INCLUDE CRIMINAL JUSTICE REFORM, EQUAL EMPLOYMENT, FAIR HOUSING, FAIR CREDIT, AND BUILDING A STRONG SOCIAL SAFETY NET. (CONTINUED ON SCHEDULE O)IN EACH AREA, WE INVESTIGATE SPECIFIC APPLICATIONS OF TECHNOLOGY AND AUTOMATION THAT MAY HARM HISTORICALLY UNDERPRIVILEGED COMMUNITIES. WE BELIEVE THAT IT TAKES PROACTIVE ATTENTION TO MAKE SURE THAT TECHNOLOGY - AND THOSE WHO BUILD AND USE IT - SERVES SOCIETY FAIRLY. WITHOUT CARE, TECHNOLOGY CAN REINFORCE INEQUITABLE SYSTEMS FOUND EVERYWHERE IN OUR SOCIETY. WE PRODUCE INDEPENDENT, PROACTIVE RESEARCH TO CLARIFY AND FRAME OUR PRIORITY ISSUES FOR KEY STAKEHOLDERS, THROUGH PUBLIC REPORTS, LEGAL AND REGULATORY FILINGS, TECHNICAL STUDIES, AND SCHOLARLY ARTICLES. WE PAIR OUR RESEARCH WITH A WIDE RANGE OF POLICY ADVOCACY STRATEGIES, INCLUDING CONGRESSIONAL TESTIMONY, AMICUS BRIEFS, CORPORATE ADVOCACY, AND DIRECT SUPPORT TO ATTORNEYS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt03003594
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt02416368
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt011
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0942799
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt040717
IRS990/FeesForServicesAccountingGrp/TotalAmt040717
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt02615
IRS990/FeesForServicesLegalGrp/TotalAmt02615
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0964
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt087878
IRS990/FeesForServicesOtherGrp/TotalAmt088842
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt340.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt024583
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt323970
IRS990/Form990PartVIISectionAGrp/PersonNm0HARLAN YU
IRS990/Form990PartVIISectionAGrp/PersonNm1NABIHA SYED
IRS990/Form990PartVIISectionAGrp/PersonNm2PAUL OHM
IRS990/Form990PartVIISectionAGrp/PersonNm3AARON RIEKE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0185909
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3175128
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT & EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREAS. THEN SEC. (TRANS. 12/17/19)
IRS990/Form990PartVIISectionAGrp/TitleTxt2SEC. THEN TREAS. (TRANS. 12/17/19)
IRS990/Form990PartVIISectionAGrp/TitleTxt3MANAGING DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02016
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0989116
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt07668
IRS990/InformationTechnologyGrp/ProgramServicesAmt079
IRS990/InformationTechnologyGrp/TotalAmt07747
IRS990/InsuranceGrp/FundraisingAmt022
IRS990/InsuranceGrp/ManagementAndGeneralAmt01795
IRS990/InsuranceGrp/ProgramServicesAmt0904
IRS990/InsuranceGrp/TotalAmt02721
IRS990/InvestmentIncomeGrp/ExclusionAmt02073
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02073
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0DC
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0UPTURN ADVANCES EQUITY AND JUSTICE IN THE DESIGN, GOVERNANCE, AND USE OF TECHNOLOGY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03749348
IRS990/NetAssetsOrFundBalancesEOYAmt03559278
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0745754
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01142910
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt01188
IRS990/OccupancyGrp/ManagementAndGeneralAmt08073
IRS990/OccupancyGrp/ProgramServicesAmt049115
IRS990/OccupancyGrp/TotalAmt058376
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt014882
IRS990/OfficeExpensesGrp/ProgramServicesAmt014178
IRS990/OfficeExpensesGrp/TotalAmt029060
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt05500
IRS990/OtherAssetsTotalGrp/EOYAmt05500
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0492
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03840
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt027868
IRS990/OtherEmployeeBenefitsGrp/TotalAmt032200
IRS990/OtherExpensesGrp/Desc0OTHER PROGRAM COSTS
IRS990/OtherExpensesGrp/Desc1HONORARIUM
IRS990/OtherExpensesGrp/Desc2SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3TAXES & LICENSES
IRS990/OtherExpensesGrp/FundraisingAmt017
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02858
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11777
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2385
IRS990/OtherExpensesGrp/ProgramServicesAmt02722
IRS990/OtherExpensesGrp/ProgramServicesAmt14500
IRS990/OtherExpensesGrp/ProgramServicesAmt2747
IRS990/OtherExpensesGrp/TotalAmt05580
IRS990/OtherExpensesGrp/TotalAmt14500
IRS990/OtherExpensesGrp/TotalAmt21777
IRS990/OtherExpensesGrp/TotalAmt31149
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt011066
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt011066
IRS990/OtherRevenueTotalAmt011066
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt04153
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt044928
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0425955
IRS990/OtherSalariesAndWagesGrp/TotalAmt0475036
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0947
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06435
IRS990/PayrollTaxesGrp/ProgramServicesAmt039151
IRS990/PayrollTaxesGrp/TotalAmt046533
IRS990/PensionPlanContributionsGrp/FundraisingAmt0359
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt04158
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt040966
IRS990/PensionPlanContributionsGrp/TotalAmt045483
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt02927440
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01691601
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06934
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07485
IRS990/PrincipalOfficerNm0HARLAN YU
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0HONORARIUM
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05300
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05300
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03835492
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0237090
IRS990/PYOtherRevenueAmt011894
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt02794496
IRS990/PYSalariesCompEmpBnftPaidAmt0815800
IRS990/PYTotalExpensesAmt01052890
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03847386
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-190070
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt05300
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01609360
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0970677
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03835492
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01125005
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05931174
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02073
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02073
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt05300
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt011066
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt011894
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0991
IRS990ScheduleA/OtherIncome170Grp/TotalAmt023951
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0718339
IRS990ScheduleA/SubstantialContributorsTotAmt05212835
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0970677
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03835492
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01125005
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05931174
IRS990ScheduleA/TotalSupportAmt05957198
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
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01179186
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0989116
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01179186
IRS990ScheduleD/TotalRevenuePerForm990Amt0989116
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0989116
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01179186
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0185909
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1175128
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt019091
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt119091
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt05492
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt14879
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0HARLAN YU
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1AARON RIEKE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT & EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1MANAGING DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0210492
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1199098
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY THE EXECUTIVE DIRECTOR. A COPY OF THE FORM 990 WAS SHARED WITH THE FULL BOARD PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED ANNUALLY TO ALL DIRECTORS, OFFICERS, AND MEMBERS OF BOARD COMMITTEES. ALL COVERED INDIVIDUALS SIGN AN ANNUAL ACKNOWLEDGEMENT THAT THEY HAVE RECEIVED A COPY OF THE POLICY, UNDERSTAND IT, AND AGREE TO ABIDE BY ITS TERMS. WHENEVER A DIRECTOR, OFFICER, OR COMMITTEE MEMBER BECOMES AWARE OF A POTENTIAL CONFLICT OF INTEREST, WHETHER FINANCIAL OR OTHERWISE, S/HE MAKES THE SITUATION KNOWN TO THE BOARD OR COMMITTEE (AS THE CASE MIGHT BE) AND PROVIDES ALL FACTS MATERIAL TO UNDERSTANDING THE NATURE AND SCOPE OF THE CONFLICT, INCLUDING WHETHER THE INTERESTED PERSON BELIEVES HIS OR HER ABILITY TO MAKE AN INDEPENDENT DECISION BASED SOLELY ON THE BEST INTEREST OF THE CORPORATION HAS BEEN COMPROMISED. THE INTERESTED PERSON WITH THE POTENTIAL CONFLICT RETIRES FROM THE MEETING AND DOES NOT PARTICIPATE IN FINAL DISCUSSION AND VOTING ON THE EXISTENCE OF THE CONFLICT. IF A CONFLICT IS FOUND TO EXIST, THE INTERESTED PERSON MAY BE INVITED TO PROVIDE ANY RELEVANT INFORMATION THAT COULD BE OF USE TO THE BOARD IN MAKING ITS DECISION, BUT AGAIN RETIRES AND DOES NOT PARTICIPATE IN THE FINAL DISCUSSION AND VOTING REGARDING THE TRANSACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE EXECUTIVE DIRECTOR'S COMPENSATION WAS REVIEWED AND APPROVED BY THE BOARD'S COMPENSATION COMMITTEE, CONSISTING OF THE TWO INDEPENDENT MEMBERS OF THE BOARD. THE COMMITTEE USED INFORMATION OF EXECUTIVE COMPENSATION PACKAGES FOR SIMILAR ORGANIZATIONS, INCLUDING INFORMATION FROM THEIR FORM 990S, AND DOCUMENTED ITS DECISION IN THE COMMITTEE MEETING MINUTES. THE MOST RECENT REVIEW TOOK PLACE IN OCTOBER 2017.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/StatesWhereCopyOfReturnIsFldCd1IL
IRS990/StatesWhereCopyOfReturnIsFldCd2MD
IRS990/StatesWhereCopyOfReturnIsFldCd3MA
IRS990/StatesWhereCopyOfReturnIsFldCd4NY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03781251
IRS990/TotalAssetsEOYAmt04133900
IRS990/TotalAssetsGrp/BOYAmt03781251
IRS990/TotalAssetsGrp/EOYAmt04133900
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt0970677
IRS990/TotalEmployeeCnt011
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt017703
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0218684
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0942799
IRS990/TotalFunctionalExpensesGrp/TotalAmt01179186
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt031903
IRS990/TotalLiabilitiesEOYAmt0574622
IRS990/TotalLiabilitiesGrp/BOYAmt031903
IRS990/TotalLiabilitiesGrp/EOYAmt0574622
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03749348
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03559278
IRS990/TotalOtherCompensationAmt048553
IRS990/TotalProgramServiceExpensesAmt0942799
IRS990/TotalProgramServiceRevenueAmt05300
IRS990/TotalReportableCompFromOrgAmt0361037
IRS990/TotalRevenueGrp/ExclusionAmt013139
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05300
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0989116
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt02
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03781251
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04133900
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt01435
IRS990/TravelGrp/ProgramServicesAmt095056
IRS990/TravelGrp/TotalAmt096491
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$4,133,900
Liabilities
$574,622
Net assets
$3,559,278
Revenue
$989,116
Expenses
$1,179,186
Net income
-$190,070
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.02$0.04$5.99$3.18$2.32$0.86
2023Detailed filing. Detailed filing data is available for this year.$5.26$0.13$5.13$0.83$1.99$1.17
2022Detailed filing. Detailed filing data is available for this year.$6.35$0.06$6.30$3.78$1.78$2.00
2021Detailed filing. Detailed filing data is available for this year.$4.37$0.07$4.30$2.70$1.71$0.99
2020Detailed filing. Detailed filing data is available for this year.$3.38$0.06$3.31$1.30$1.55$0.25
2019Detailed filing. Detailed filing data is available for this year.$4.13$0.57$3.56$0.99$1.18$0.19
2018Detailed filing. Detailed filing data is available for this year.$3.78$0.03$3.75$3.85$1.05$2.79
2017Detailed filing. Detailed filing data is available for this year.$0.99$0.03$0.95$1.13$0.17$0.95