Civic Intelligence

Upchieve Inc.

990 • Fiscal year 2022 • EIN 82-4456163

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 09, 2023

150 Court Street FL 2Brooklyn, NY 11201

(646) 979-8755

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2022 filings • NTEE B • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

19th percentile

0.00x

Higher debt load relative to revenue than 19% of similar nonprofits.

2022 filings • NTEE B • $1M-$5M nonprofits • Source year 2022

Net Margin

83rd percentile

35%

Higher net margin than 83% of similar nonprofits.

2022 filings • NTEE B • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

76th percentile

$134,362

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 5.0% of source-year revenue.

2022 filings • NTEE B • $1M-$5M nonprofits • Source year 2022

Asset Growth

76th percentile

27%

Faster asset growth than 76% of similar nonprofits.

2022 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

32nd percentile

-3.8%

Faster revenue growth than 32% of similar nonprofits.

2022 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Up

$3,885,476

Up $817,893 (+27%) from 2021

Net Assets

Up

$3,882,991

Up $946,756 (+32%) from 2021

Liabilities

Down

$2,485

Down $128,863 (-98%) from 2021

Revenue

Down

$2,705,013

Down $106,997 (-3.8%) from 2021

Expenses

Up

$1,758,257

Up $1,022,601 (+139%) from 2021

Net Income

Down

$946,756

Down $1,129,598 (-54%) from 2021

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2019: $400,545Liabilities 2019: $6,963Net Assets 2019: $393,5822019Assets 2020: $903,052Liabilities 2020: $43,171Net Assets 2020: $859,8812020Assets 2021: $3,067,583Liabilities 2021: $131,348Net Assets 2021: $2,936,2352021Assets 2022: $3,885,476Liabilities 2022: $2,485Net Assets 2022: $3,882,9912022Assets 2023: $5,997,267Liabilities 2023: $19,068Net Assets 2023: $5,978,1992023Assets 2024: $6,085,864Liabilities 2024: $6,093Net Assets 2024: $6,079,7712024

Highlighted filing

2022

Assets$3,885,476
Liabilities$2,485
Net Assets$3,882,991

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2019: $491,001Expenses 2019: $141,948Net Income 2019: $349,0532019Revenue 2020: $791,405Expenses 2020: $345,106Net Income 2020: $446,2992020Revenue 2021: $2,812,010Expenses 2021: $735,656Net Income 2021: $2,076,3542021Revenue 2022: $2,705,013Expenses 2022: $1,758,257Net Income 2022: $946,7562022Revenue 2023: $4,074,759Expenses 2023: $2,004,383Net Income 2023: $2,070,3762023Revenue 2024: $2,761,492Expenses 2024: $2,763,644Net Income 2024: -$2,1522024

Highlighted filing

2022

Revenue$2,705,013
Expenses$1,758,257
Net Income$946,756
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 9, 2023
Return Version
2022v5.0
Gross Receipts
$2,705,013
Mission and Program Overview

Mission

We connect low-income youth with live academic support to help them on their path to achieving upward mobility.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,474,439$2,414,473▼ $59,966
Pledges and Grants Receivable-$980,758-
Land, Buildings, and Equipment, Net$0$478,058▲ $478,058
Intangible Assets$274,067--
Prepaid Expenses and Deferred Charges$20,267$7,187▼ $13,080
Accounts Receivable$298,810$5,000▼ $293,810
Total Assets$3,067,583$3,885,476▲ $817,893
Liabilities
Unsecured Notes Loans Payable$77,579--
Deferred Revenue$15,000--
Accounts Payable and Accrued Expenses$38,769$2,485▼ $36,284
Total Liabilities$131,348$2,485▼ $128,863
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,263,335$2,969,381▲ $706,046
Net Assets With Donor Restrictions$672,900$913,610▲ $240,710
Total Net Assets Fund Balance$2,936,235$3,882,991▲ $946,756
Total Liabilities and Net Assets / Fund Balance$3,067,583$3,885,476▲ $817,893

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$478,058$238,941$716,999
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alysa MurrayChair/executive DirectorFT$121,317$13,045$134,362
Jericho ApoDirector of Growth MarketingFT$104,716$25,494$130,210
Kathryn Elliott LairdDirector of ProgramsFT$115,000$1,384$116,384

Board Members and Trustees

NameTitle
Margaret BoushellVice Chair
David CrawfordDirector
Kerri-ann WrightDirector
Samia AfrinDirector
Patrice HenrySecretary
Geoffrey HillTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,667,119
Program Service Revenue
$37,100
Investment Income
$0
Other Revenue
$794
All Other Contributions
$2,589,540
Change in Net Assets
$946,756

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,705,013
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,705,013
Total Revenue per Form 990
$2,705,013
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,326,010
Other Expenses$432,247
Total Fundraising Expense$113,069
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$853,570$48,874$75,055$977,499
Depreciation Depletion$153,285--$153,285
Current Officers, Directors, Trustees, and Key Employees$118,239$6,718$9,405$134,362
Other Employee Benefits$95,706$5,438$7,613$108,757
Payroll Taxes$92,745$5,270$7,377$105,392
Office Expenses$88,239$11,534$3,302$103,075
Information Technology$40,953$1,410$1,404$43,767
Fees for Services Other$27,137$7,704$2,326$37,167
Fees for Services Accounting-$36,056-$36,056
Conferences and Meetings$24,268$835$833$25,936
Travel$15,113-$5,386$20,499
Insurance$4,770$2,197$368$7,335
Other Expenses-$5,000-$5,000
Interest-$127-$127
Total Functional Expenses$1,514,025$131,163$113,069$1,758,257

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,758,257
Total Expenses per Audited Statements$1,758,257
Total Expenses per Form 990$1,758,257
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

International Summary

Offices
0
Employees
1
Spending
$33,225

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
South AsiaData Migration Consulting--1$33,225
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
No
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 A, Line 8B

The organization does not have any committee with authority to act on behalf of the governing body.

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

All board members were provided with a full copy of this form 990 before filing. The board chair and treasurer reviewed the full form 990 from start to finish and checked for inaccuracies.

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

The board reviewed comparability data from guidestar and independent board members voted on the executive director's salary.

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
Upchieve Inc
EIN
82-4456163
Phone
6469798755
Address
150 COURT STREET FL 2, BROOKLYN, NY 11201

Signing Officer

Name
Alysa Murray
Title
Chair/executive Director
Phone
6469798755
Signed
2023-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alysa Murray
Formed
2017
Legal Domicile
De
Voting Board Members
7
Independent Board Members
6
Employees
0
Volunteers
2,400

Preparer

Firm
Wegner Cpas Llp
Address
230 PARK AVE FL 3, NEW YORK, NY 10169-0005
Preparer
Yigit Uctum CPA
Phone
2125511724
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 2A

Upchieve, inc. Leases employees from a professional employment organization, justworks employment group llc. The employees are considered common law employees of upchieve, inc., however, justworks employment group llc is the employer of record and employees get their w2s from justworks employment group llc.

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IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02807010
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0148613
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt05000
IRS990/PYRevenuesLessExpensesAmt02076354
IRS990/PYSalariesCompEmpBnftPaidAmt0587043
IRS990/PYTotalExpensesAmt0735656
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02812010
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0946756
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt037100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02667119
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02807010
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0791405
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0491001
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt072328
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06828863
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0794
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0794
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt042100
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.53490
IRS990ScheduleA/PublicSupportTotal170Amt03653293
IRS990ScheduleA/SubstantialContributorsTotAmt03175570
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02667119
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02807010
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0791405
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0491001
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt072328
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06828863
IRS990ScheduleA/TotalSupportAmt06829657
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/ExpensesSubtotalAmt01758257
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0478058
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0238941
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0716999
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02705013
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0478058
IRS990ScheduleD/TotalExpensesPerForm990Amt01758257
IRS990ScheduleD/TotalRevenuePerForm990Amt02705013
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02705013
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01758257
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt01
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt033225
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0SOUTH ASIA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0DATA MIGRATION CONSULTING
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt01
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt033225
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III ACCOUNTING METHOD:
IRS990ScheduleF/TotalEmployeeCnt01
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt033225
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT HAVE ANY COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL BOARD MEMBERS WERE PROVIDED WITH A FULL COPY OF THIS FORM 990 BEFORE FILING. THE BOARD CHAIR AND TREASURER REVIEWED THE FULL FORM 990 FROM START TO FINISH AND CHECKED FOR INACCURACIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD REVIEWED COMPARABILITY DATA FROM GUIDESTAR AND INDEPENDENT BOARD MEMBERS VOTED ON THE EXECUTIVE DIRECTOR'S SALARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES THEIR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPCHIEVE, INC. LEASES EMPLOYEES FROM A PROFESSIONAL EMPLOYMENT ORGANIZATION, JUSTWORKS EMPLOYMENT GROUP LLC. THE EMPLOYEES ARE CONSIDERED COMMON LAW EMPLOYEES OF UPCHIEVE, INC., HOWEVER, JUSTWORKS EMPLOYMENT GROUP LLC IS THE EMPLOYER OF RECORD AND EMPLOYEES GET THEIR W2S FROM JUSTWORKS EMPLOYMENT GROUP LLC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART V, LINE 2A
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03067583
IRS990/TotalAssetsEOYAmt03885476
IRS990/TotalAssetsGrp/BOYAmt03067583
IRS990/TotalAssetsGrp/EOYAmt03885476
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt02667119
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0113069
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0131163
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01514025
IRS990/TotalFunctionalExpensesGrp/TotalAmt01758257
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0131348
IRS990/TotalLiabilitiesEOYAmt02485
IRS990/TotalLiabilitiesGrp/BOYAmt0131348
IRS990/TotalLiabilitiesGrp/EOYAmt02485
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02936235
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03882991
IRS990/TotalOtherCompensationAmt039923
IRS990/TotalProgramServiceExpensesAmt01514025
IRS990/TotalProgramServiceRevenueAmt037100
IRS990/TotalReportableCompFromOrgAmt0341033
IRS990/TotalRevenueGrp/ExclusionAmt0794
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt037100
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02705013
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt02400
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03067583
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03885476
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/FundraisingAmt05386
IRS990/TravelGrp/ProgramServicesAmt015113
IRS990/TravelGrp/TotalAmt020499
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt077579
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0150 COURT STREET FL 2

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