Civic Intelligence

Upturn Inc.

990 • Fiscal year 2020 • EIN 81-4574412

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 02, 2021

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

30th percentile

0.02x

Higher debt load relative to assets than 30% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

33rd percentile

0.05x

Higher debt load relative to revenue than 33% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

16th percentile

-19%

Higher net margin than 16% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

91st percentile

$214,720

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 16.5% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

5th percentile

-18%

Faster asset growth than 5% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

81st percentile

31%

Faster revenue growth than 81% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$3,375,661

Down $758,239 (-18%) from 2019

Net Assets

Down

$3,311,636

Down $247,642 (-7.0%) from 2019

Liabilities

Down

$64,025

Down $510,597 (-89%) from 2019

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin16th percentile

Revenue

Up

$1,297,649

Up $308,533 (+31%) from 2019

Expenses

Up

$1,545,291

Up $366,105 (+31%) from 2019

Net Income

Down

-$247,642

Down $57,572 (-30%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth5th 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

2020

Assets$3,375,661
Liabilities$64,025
Net Assets$3,311,636
Open 2020 Filing

Operations Trend

Revenue Growth81st 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

2020

Revenue$1,297,649
Expenses$1,545,291
Net Income-$247,642
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 2, 2021
Return Version
2020v4.1
Gross Receipts
$1,297,649
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,609,360$1,899,737▲ $290,377
Pledges and Grants Receivable$1,691,601$909,174▼ $782,427
Cash and Non-Interest-Bearing Accounts$819,936$543,303▼ $276,633
Prepaid Expenses and Deferred Charges$7,485$17,947▲ $10,462
Accounts Receivable$18--
Total Assets$4,133,900$3,375,661▼ $758,239
Other Assets Total$5,500$5,500→ $0
Liabilities
Accounts Payable and Accrued Expenses$39,622$46,525▲ $6,903
Deferred Revenue$535,000$17,500▼ $517,500
Total Liabilities$574,622$64,025▼ $510,597
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,416,368$2,175,271▼ $241,097
Net Assets Without Donor Restrictions$1,142,910$1,136,365▼ $6,545
Total Net Assets Fund Balance$3,559,278$3,311,636▼ $247,642
Total Liabilities and Net Assets / Fund Balance$4,133,900$3,375,661▼ $758,239
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Harlan YuPresident & Executive DirectorFT$189,937$24,783$214,720
Aaron RiekeManaging DirectorFT$176,087$25,683$201,770
Mingwei HsuSr Quantitative Analyst(from 2/2020)FT$127,885$13,390$141,275
John Logan KoepkeSenior Policy AnalystFT$111,750$17,062$128,812

Board Members and Trustees

NameTitle
Nabiha SyedSecretary
Paul OhmTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,269,305
Program Service Revenue
$1,250
Investment Income
$25,704
Other Revenue
$1,390
All Other Contributions
$1,269,305
Change in Net Assets
$-247,642

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,297,649
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,297,649
Total Revenue per Form 990
$1,297,649
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,310,379
Other Expenses$234,912
Total Fundraising Expense$13,599
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$734,163$119,590$808$854,561
Current Officers, Directors, Trustees, and Key Employees$150,304$53,680$10,736$214,720
Pension Plan Contributions$73,382$11,941$76$85,399
Payroll Taxes$69,431$13,378$825$83,634
Other Employee Benefits$60,566$11,015$484$72,065
Occupancy$50,385$21,003$624$72,012
Fees for Services Accounting-$53,451-$53,451
Fees for Services Other$27,845$437$9$28,291
Conferences and Meetings$8,455$10,624-$19,079
Office Expenses$2,539$14,797-$17,336
Travel$16,717--$16,717
Information Technology$831$12,156-$12,987
Insurance$3,517$3,219$37$6,773
Fees for Services Legal-$1,140-$1,140
Other Expenses$155$305-$460
Total Functional Expenses$1,202,586$329,106$13,599$1,545,291

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,545,291
Total Expenses per Audited Statements$1,545,291
Total Expenses per Form 990$1,545,291
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
2021-08-02
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
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IRS990/PensionPlanContributionsGrp/ProgramServicesAmt073382
IRS990/PensionPlanContributionsGrp/TotalAmt085399
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01691601
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0909174
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07485
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt017947
IRS990/PrincipalOfficerNm0HARLAN YU
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0HONORARIUM
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01250
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01250
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0970677
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02073
IRS990/PYOtherExpensesAmt0369442
IRS990/PYOtherRevenueAmt011066
IRS990/PYProgramServiceRevenueAmt05300
IRS990/PYRevenuesLessExpensesAmt0-190070
IRS990/PYSalariesCompEmpBnftPaidAmt0809744
IRS990/PYTotalExpensesAmt01179186
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0989116
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-247642
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01250
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01609360
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01899737
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01269305
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0970677
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03835492
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01125005
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt07200479
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt025704
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02073
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt027777
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt06550
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt01390
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt011066
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt011894
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0991
IRS990ScheduleA/OtherIncome170Grp/TotalAmt025341
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt01089082
IRS990ScheduleA/SubstantialContributorsTotAmt06111397
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01269305
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0970677
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03835492
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01125005
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07200479
IRS990ScheduleA/TotalSupportAmt07253597
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/ExpensesSubtotalAmt01545291
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01297649
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01545291
IRS990ScheduleD/TotalRevenuePerForm990Amt01297649
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01297649
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01545291
IRS990ScheduleJ/AnyNonFixedPaymentsInd01
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0189937
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1176087
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/NontaxableBenefitsFilingOrgAmt05692
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt16592
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/TotalCompensationFilingOrgAmt0214720
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1201770
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0JOHN LOGAN KOEPKE, SENIOR POLICY ANALYST, RECEIVED BONUS COMPENSATION OF $19,950. THIS IS INCLUDED IN PART VII, SECTION A, COLUMN D.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 7
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/TotalAssetsBOYAmt04133900
IRS990/TotalAssetsEOYAmt03375661
IRS990/TotalAssetsGrp/BOYAmt04133900
IRS990/TotalAssetsGrp/EOYAmt03375661
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt01269305
IRS990/TotalEmployeeCnt011
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt013599
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0329106
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01202586
IRS990/TotalFunctionalExpensesGrp/TotalAmt01545291
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0574622
IRS990/TotalLiabilitiesEOYAmt064025
IRS990/TotalLiabilitiesGrp/BOYAmt0574622
IRS990/TotalLiabilitiesGrp/EOYAmt064025

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,375,661
Liabilities
$64,025
Net assets
$3,311,636
Revenue
$1,297,649
Expenses
$1,545,291
Net income
-$247,642
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