Civic Intelligence

Upward Project

990EZ • Fiscal year 2021 • EIN 82-5201485

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

Organization ProfileTHEUPWARDPROJECT.ORG

View Organization Page

65 Mora StreetDorchester, MA 02124

(401) 864-6343

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

74th percentile

30%

Higher net margin than 74% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

91st percentile

$42,008

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 35.5% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

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

Source year 2021

Revenue Growth

Score unavailable

No value available

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

Source year 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

$35,948

No earlier filing loaded for comparison.

Net Assets

$35,948

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin74th percentile

Revenue

$118,250

No earlier filing loaded for comparison.

Expenses

$83,159

No earlier filing loaded for comparison.

Net Income

$35,091

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.

$300K$200K$100K$0Assets 2021: $35,948Liabilities 2021: $0Net Assets 2021: $35,9482021Assets 2022: $68,604Liabilities 2022: $0Net Assets 2022: $68,6042022Assets 2023: $252,151Liabilities 2023: $0Net Assets 2023: $252,1512023Assets 2024: $218,054Liabilities 2024: $0Net Assets 2024: $218,0542024

Highlighted filing

2021

Assets$35,948
Liabilities$0
Net Assets$35,948
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KRevenue 2021: $118,250Expenses 2021: $83,159Net Income 2021: $35,0912021Revenue 2022: $173,685Expenses 2022: $141,029Net Income 2022: $32,6562022Revenue 2023: $450,317Expenses 2023: $284,141Net Income 2023: $166,1762023Revenue 2024: $386,090Expenses 2024: $420,187Net Income 2024: -$34,0972024

Highlighted filing

2021

Revenue$118,250
Expenses$83,159
Net Income$35,091
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.2
Gross Receipts
$118,250
Mission and Program Overview

Mission

Career development for college students

Program Services

DescriptionGrantsExpenses
CAREER DEVELOPMENT COUNSELING. OUR EXECUTIVE DIRECTOR AND OUR DIRECTOR OF CAREER DEVELOPMENT HELP STUDENTS SHAPE THEIR CAREER GOALS AND ADVISE THEM ON HOW TO SUCCESSFULLY PURSUE THESE GOALS. WE CONNECT WITH INTERNSHIP OPPORTUNITIES WITH OUR CORPORATE SPONSORS AND OTHER COMPANIES AND COACH THEM THROUGH THE APPLICATION AND INTERVIEW PROCESS.$0$25,000
FINANCIAL SUPPORT. WE PROVIDE FINANCIAL SUPPORT TO OUR STUDENTS THROUGH THREE FUNDS: THE OPPORTUNITY FUND, THE INTERNSHIP FUND, AND THE EMERGENCY FUND. WE ALSO PROVIDE OUR FIRST-YEAR STUDENTS WITH LAPTOPS AND PROFESSIONAL ATTIRE.$0$23,098
ACADEMIC AND PERSONAL COACHING. OUR EXECUTIVE DIRECTOR PROVIDES REGULAR MENTORSHIP TO OUR STUDENTS AND COACHES THEM THROUGH ACADEMIC AND PERSONAL CHALLENGES THAT ARISE DURING COLLEGE. IN 2021, WE SERVED APPROXIMATELY 22 STUDENTS.$0$15,000
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MINDY WRIGHTExecutive DirectorFT$42,008-$42,008
ZACHARY SHAPIRODirector Of OperationsPT$12,000-$12,000
MICHAEL DAMIANODirector Of Career Development-$0--
Filing and Contact Details

Filer

Filer Name
The Upward Project
EIN
82-5201485
Phone
4018646343
Address
65 MORA STREET, DORCHESTER, MA 02124

Signing Officer

Name
Michael Damiano
Title
Director of Career Development
Phone
4018646343
Signed
2022-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Marcum Llp
Address
35 MASON STREET, GREENWICH, CT 06830
Preparer
Ari U Maunula
Phone
2036813100
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: books stipend. Amount: 3,000. Description: emergency fund. Amount: 6,097. Description: laptops. Amount: 6,230. Description: opportunity fund. Amount: 5,270. Description: other expense. Amount: 4,792. Total to form 990-ez, line 16: 25,389.”

Raw XML Appendix161 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
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IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt025389
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IRS990EZ/PrintingPublicationsPostageAmt092
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ACADEMIC AND PERSONAL COACHING. OUR EXECUTIVE DIRECTOR PROVIDES REGULAR MENTORSHIP TO OUR STUDENTS AND COACHES THEM THROUGH ACADEMIC AND PERSONAL CHALLENGES THAT ARISE DURING COLLEGE. IN 2021, WE SERVED APPROXIMATELY 22 STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2FINANCIAL SUPPORT. WE PROVIDE FINANCIAL SUPPORT TO OUR STUDENTS THROUGH THREE FUNDS: THE OPPORTUNITY FUND, THE INTERNSHIP FUND, AND THE EMERGENCY FUND. WE ALSO PROVIDE OUR FIRST-YEAR STUDENTS WITH LAPTOPS AND PROFESSIONAL ATTIRE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt115000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt223098
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0THEUPWARDPROJECT.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt047489
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt034084
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: BOOKS STIPEND. AMOUNT: 3,000. DESCRIPTION: EMERGENCY FUND. AMOUNT: 6,097. DESCRIPTION: LAPTOPS. AMOUNT: 6,230. DESCRIPTION: OPPORTUNITY FUND. AMOUNT: 5,270. DESCRIPTION: OTHER EXPENSE. AMOUNT: 4,792. TOTAL TO FORM 990-EZ, LINE 16: 25,389.
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TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
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ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL DAMIANO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR OF CAREER DEVELOPMENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04018646343
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-14
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ReturnHeader/Filer/EIN0825201485
ReturnHeader/Filer/PhoneNum04018646343
ReturnHeader/Filer/USAddress/AddressLine1Txt065 MORA STREET
ReturnHeader/Filer/USAddress/CityNm0DORCHESTER
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ReturnHeader/Filer/USAddress/ZIPCd002124
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0111986323
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARCUM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt035 MASON STREET
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ReturnHeader/PreparerPersonGrp/PhoneNum02036813100
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ARI U MAUNULA
ReturnHeader/ReturnTs02022-11-15T07:45:01-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DAMIANO
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,948
Liabilities
$0
Net assets
$35,948
Revenue
$118,250
Expenses
$83,159
Net income
$35,091
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$3.86$4.20$0.34
2023Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$4.50$2.84$1.66
2022Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$1.74$1.41$0.33
2021Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$1.18$0.83$0.35