Civic Intelligence

Upwell Turtles

990 • Fiscal year 2017 • EIN 82-1309235

Jan 01, 2017 to Dec 31, 2017 • Filed on May 01, 2018

Organization ProfileWWW.UPWELL.ORG

View Organization Page

99 Pacific St No 555-aMonterey, CA 93940

(831) 291-5123

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

62nd percentile

9.3%

Higher net margin than 62% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

98th percentile

$104,180

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 39.5% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

$24,623

No earlier filing loaded for comparison.

Net Assets

$24,623

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin62nd percentile

Revenue

$263,969

No earlier filing loaded for comparison.

Expenses

$239,346

No earlier filing loaded for comparison.

Net Income

$24,623

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5M$1.0M$500K$0Assets 2017: $24,623Liabilities 2017: $0Net Assets 2017: $24,6232017Assets 2018: $471,911Liabilities 2018: $80,391Net Assets 2018: $391,5202018Assets 2019: $660,708Liabilities 2019: $59,606Net Assets 2019: $601,1022019Assets 2020: $738,040Liabilities 2020: $37,339Net Assets 2020: $700,7012020Assets 2021: $1,087,594Liabilities 2021: $50,131Net Assets 2021: $1,037,4632021Assets 2022: $991,328Liabilities 2022: $29,828Net Assets 2022: $961,5002022Assets 2023: $1,176,836Liabilities 2023: $48,498Net Assets 2023: $1,128,3382023Assets 2024: $1,191,513Liabilities 2024: $131,795Net Assets 2024: $1,059,7182024

Highlighted filing

2017

Assets$24,623
Liabilities$0
Net Assets$24,623
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KRevenue 2017: $263,969Expenses 2017: $239,346Net Income 2017: $24,6232017Revenue 2018: $740,399Expenses 2018: $509,594Net Income 2018: $230,8052018Revenue 2019: $1,024,161Expenses 2019: $814,579Net Income 2019: $209,5822019Revenue 2020: $854,682Expenses 2020: $755,083Net Income 2020: $99,5992020Revenue 2021: $1,332,043Expenses 2021: $995,281Net Income 2021: $336,7622021Revenue 2022: $1,194,121Expenses 2022: $1,270,084Net Income 2022: -$75,9632022Revenue 2023: $1,428,958Expenses 2023: $1,262,120Net Income 2023: $166,8382023Revenue 2024: $1,200,884Expenses 2024: $1,269,504Net Income 2024: -$68,6202024

Highlighted filing

2017

Revenue$263,969
Expenses$239,346
Net Income$24,623
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 1, 2018
Return Version
2017v2.2
Gross Receipts
$263,969
Mission and Program Overview

Mission

To protect and recover endangered populations of turtles by reducing threats at sea.

Protection and recovery of endangered sea turtles through reduction of threats at sea.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$0$24,623▲ $24,623
Rtn Earn Endowment Incm Other Fnds$0$24,623▲ $24,623
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$0$24,623▲ $24,623
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$24,623▲ $24,623
Total Liabilities and Net Assets / Fund Balance$0$24,623▲ $24,623
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseTotal
George L ShillingerExecutive Director/presidentFT$104,180$104,180
Kristin ReedDirector of OperationsPT$35,165$35,165

Board Members and Trustees

NameTitle
Thomas JordeBoard Chair
William SullivanDirector
Charles Betlach IiTreasurer/secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$250,550
Program Service Revenue
$13,419
Investment Income
$0
Other Revenue
$0
All Other Contributions
$250,550
Change in Net Assets
$24,623
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$151,230
Other Expenses$88,116
Total Fundraising Expense$12,156
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$115,865$12,457$11,023$139,345
Travel$30,230-$75$30,305
Fees for Services Other$12,702$8,596-$21,298
Conferences and Meetings$12,159--$12,159
Payroll Taxes$7,844$3,208$833$11,885
Office Expenses$5,992$3,829$225$10,046
Fees for Services Legal-$9,683-$9,683
Insurance-$2,937-$2,937
Other Expenses$533$881-$1,414
All Other Expenses-$184-$184
Advertising-$90-$90
Total Functional Expenses$185,325$41,865$12,156$239,346
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
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
Yes
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

“A complete copy of the organization's form 990 and schedules are emailed to the board of directors for their review in advance of filing with the irs.”

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

“At least once a year, the organization distributes a conflict of interest certification and disclosure form to officers, directors and professional employees under its conflict of interest policy. These persons are required to complete and sign the certification and disclosure form which is retained in the organization's files. Any potential conflicts of interest are handled accordingly to the procedures outlined in the organization's conflict of interest policy.”

Form 990, Part VI, Section B, Line 15

“The board chair and treasurer established a compensation package for the executive director with support of independent counsel providing data on comparable compensation for similarly qualified persons in comparable position at organizations in similar fields.”

Form 990, Part VI, Section C, Line 19

“Documents subject to federal, state and local disclosure laws, including but not limted to the organization's irs form 990, governing documents, conflict of interest policy and financial statements, are available for public inspection at 99 pacific st., suite 555-a monterey, ca 93940.”

Filing and Contact Details

Filer

Filer Name
Upwell Turtles
EIN
82-1309235
Phone
8312915123
Address
99 PACIFIC ST NO 555-A, MONTEREY, CA 93940

Signing Officer

Name
George L Shillinger
Title
Executive Director
Phone
8312915123
Signed
2018-05-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
George L Shillinger
Formed
2017
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
3
Employees
2
Volunteers
0

Preparer

Firm
Smith & Francis LLC
Address
6700 VIA AUSTI PKWY STE C, LAS VEGAS, NV 89119
Preparer
Robin L Robbins
Phone
7027981919
Raw XML Appendix310 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/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROTECTION AND RECOVERY OF ENDANGERED SEA TURTLES THROUGH REDUCTION OF THREATS AT SEA.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt090
IRS990/AdvertisingGrp/TotalAmt090
IRS990/AllOtherContributionsAmt0250550
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0184
IRS990/AllOtherExpensesGrp/TotalAmt0184
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DR GEORGE SCHILLINGER
IRS990/BooksInCareOfDetail/PhoneNum08312915123
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt099 PACIFIC ST SUITE 555-A
IRS990/BooksInCareOfDetail/USAddress/CityNm0MONTEREY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd093940
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt00
IRS990/CashNonInterestBearingGrp/EOYAmt024623
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt011023
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt012457
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0115865
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0139345
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt012159
IRS990/ConferencesMeetingsGrp/TotalAmt012159
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0250550
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt088116
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt013419
IRS990/CYRevenuesLessExpensesAmt024623
IRS990/CYSalariesCompEmpBnftPaidAmt0151230
IRS990/CYTotalExpensesAmt0239346
IRS990/CYTotalFundraisingExpenseAmt012156
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0263969
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROTECTION AND RECOVERY OF ENDANGERED SEA TURTLES THROUGH REDUCTION OF THREATS AT SEA.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0185325
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt09683
IRS990/FeesForServicesLegalGrp/TotalAmt09683
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt08596
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt012702
IRS990/FeesForServicesOtherGrp/TotalAmt021298
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt424.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0THOMAS JORDE
IRS990/Form990PartVIISectionAGrp/PersonNm1CHARLES BETLACH II
IRS990/Form990PartVIISectionAGrp/PersonNm2WILLIAM SULLIVAN
IRS990/Form990PartVIISectionAGrp/PersonNm3GEORGE L SHILLINGER
IRS990/Form990PartVIISectionAGrp/PersonNm4KRISTIN REED
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3104180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt435165
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER/SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3EXECUTIVE DIRECTOR/PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR OF OPERATIONS
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02017
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0263969
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InitialReturnInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt02937
IRS990/InsuranceGrp/TotalAmt02937
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROTECTION AND RECOVERY OF ENDANGERED SEA TURTLES THROUGH REDUCTION OF THREATS AT SEA.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesEOYAmt024623
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt0225
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03829
IRS990/OfficeExpensesGrp/ProgramServicesAmt05992
IRS990/OfficeExpensesGrp/TotalAmt010046
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0881
IRS990/OtherExpensesGrp/ProgramServicesAmt0533
IRS990/OtherExpensesGrp/TotalAmt01414
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0833
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03208
IRS990/PayrollTaxesGrp/ProgramServicesAmt07844
IRS990/PayrollTaxesGrp/TotalAmt011885
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0GEORGE L SHILLINGER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/Desc0SCHOOL TRIP
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt013419
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt013419
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYExcessBenefitTransInd00
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt024623
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt013419
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt024623
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt050000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt050000
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0200550
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0200550
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt013419
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt013419
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0163969
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt050000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt050000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0213969
IRS990ScheduleA/Total509Grp/TotalAmt0213969
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0213969
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0213969
IRS990/ScheduleBRequiredInd01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COMPLETE COPY OF THE ORGANIZATION'S FORM 990 AND SCHEDULES ARE EMAILED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW IN ADVANCE OF FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AT LEAST ONCE A YEAR, THE ORGANIZATION DISTRIBUTES A CONFLICT OF INTEREST CERTIFICATION AND DISCLOSURE FORM TO OFFICERS, DIRECTORS AND PROFESSIONAL EMPLOYEES UNDER ITS CONFLICT OF INTEREST POLICY. THESE PERSONS ARE REQUIRED TO COMPLETE AND SIGN THE CERTIFICATION AND DISCLOSURE FORM WHICH IS RETAINED IN THE ORGANIZATION'S FILES. ANY POTENTIAL CONFLICTS OF INTEREST ARE HANDLED ACCORDINGLY TO THE PROCEDURES OUTLINED IN THE ORGANIZATION'S CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD CHAIR AND TREASURER ESTABLISHED A COMPENSATION PACKAGE FOR THE EXECUTIVE DIRECTOR WITH SUPPORT OF INDEPENDENT COUNSEL PROVIDING DATA ON COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN COMPARABLE POSITION AT ORGANIZATIONS IN SIMILAR FIELDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS SUBJECT TO FEDERAL, STATE AND LOCAL DISCLOSURE LAWS, INCLUDING BUT NOT LIMTED TO THE ORGANIZATION'S IRS FORM 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS, ARE AVAILABLE FOR PUBLIC INSPECTION AT 99 PACIFIC ST., SUITE 555-A MONTEREY, CA 93940.
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 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsEOYAmt024623
IRS990/TotalAssetsGrp/BOYAmt00
IRS990/TotalAssetsGrp/EOYAmt024623
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0250550
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt012156
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt041865
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0185325
IRS990/TotalFunctionalExpensesGrp/TotalAmt0239346
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt024623
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0185325
IRS990/TotalProgramServiceRevenueAmt013419
IRS990/TotalReportableCompFromOrgAmt0139345
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt013419
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0263969
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt024623
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/FundraisingAmt075
IRS990/TravelGrp/ProgramServicesAmt030230
IRS990/TravelGrp/TotalAmt030305
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt099 PACIFIC ST NO 555-A
IRS990/USAddress/CityNm0MONTEREY
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093940
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.UPWELL.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE L SHILLINGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08312915123
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPWELL TURTLES
ReturnHeader/Filer/BusinessNameControlTxt0UPWE
ReturnHeader/Filer/EIN0821309235
ReturnHeader/Filer/PhoneNum08312915123
ReturnHeader/Filer/USAddress/AddressLine1Txt099 PACIFIC ST NO 555-A
ReturnHeader/Filer/USAddress/CityNm0MONTEREY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093940
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E13977FB1C6050965D45F07F5BEBDAD1D1222A6F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E13977FB1C6050965D45F07F5BEBDAD1D1222A6F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.234.45.172
ReturnHeader/FilingSecurityInformation/IPDt02018-05-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm010:45:45
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0880262893
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMITH & FRANCIS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06700 VIA AUSTI PKWY STE C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAS VEGAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd089119
ReturnHeader/PreparerPersonGrp/PhoneNum07027981919
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBIN L ROBBINS
ReturnHeader/ReturnTs02018-05-01T12:48:00-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-03-15
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,623
Liabilities
$0
Net assets
$24,623
Revenue
$263,969
Expenses
$239,346
Net income
$24,623
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.19$0.13$1.06$1.20$1.27$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.18$0.05$1.13$1.43$1.26$0.17
2022Detailed filing. Detailed filing data is available for this year.$0.99$0.03$0.96$1.19$1.27$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.09$0.05$1.04$1.33$1.00$0.34
2020Detailed filing. Detailed filing data is available for this year.$0.74$0.04$0.70$0.85$0.76$0.10
2019Detailed filing. Detailed filing data is available for this year.$0.66$0.06$0.60$1.02$0.81$0.21
2018Detailed filing. Detailed filing data is available for this year.$0.47$0.08$0.39$0.74$0.51$0.23
2017Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.26$0.24$0.02