Civic Intelligence

Upward Project

990EZ • Fiscal year 2022 • EIN 82-5201485

Jan 01, 2022 to Dec 31, 2022 • Filed on Jul 26, 2023

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

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

69th percentile

19%

Higher net margin than 69% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

96th percentile

$75,510

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 43.5% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

90th percentile

91%

Faster asset growth than 90% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

72nd percentile

47%

Faster revenue growth than 72% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$68,604

Up $32,656 (+91%) from 2021

Net Assets

Up

$68,604

Up $32,656 (+91%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$173,685

Up $55,435 (+47%) from 2021

Expenses

Up

$141,029

Up $57,870 (+70%) from 2021

Net Income

Down

$32,656

Down $2,435 (-6.9%) from 2021

Historical Trend

Balance Sheet Trend

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

2022

Assets$68,604
Liabilities$0
Net Assets$68,604

Operations Trend

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

2022

Revenue$173,685
Expenses$141,029
Net Income$32,656
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jul 26, 2023
Return Version
2022v5.0
Gross Receipts
$173,685
Mission and Program Overview

Mission

Career development for college students

Career development for college students.

Program Services

DescriptionGrantsExpenses
CAREER DEVELOPMENT COUNSELING. THE EXECUTIVE DIRECTOR AND DIRECTOR OF CAREER DEVELOPMENT HELP STUDENTS SHAPE THEIR CAREER GOALS AND ADVISE THEM ON HOW TO SUCCESSFULLY PURSUE THESE GOALS. THEY CONNECT WITH INTERSHIP OPPORTUNITIES WITH THEIR CORPORATE SPONSORS AND OTHER COMPANIES AND COACH THE STUDENTS THROUGH THE APPLICATION AND INTERVIEW PROCESS-$42,117
FINANCIAL SUPPORT. THE ORGANIZATION PROVIDES FINANCIAL SUPPORT TO THE STUDENTS THROUGH THREE FUNDS. THE OPPORTUNITY FUND, THE INTERNSHIP FUND, AND THE EMERGENCY FUND. THEY ALSO PROVIDE THE FIRST-YEAR STUDENTS WITH LAPTOPS, PROFESSIONAL ATTIRE, AND A STIPEND.-$34,724
ACADEMIC AND PERSONAL COACHING. THE EXECUTIVE DIRECTOR PROVIDES REGULAR MENTORSHIP TO THE STUDENTS AND COACHES THEM THROUGH ACADEMIC AND PERSONAL CHALLENGES THAT ARISE DURING COLLEGE. DURING 2022, THE ORGANIZATION SERVED APPROXIMATELY 31 STUDENTS.-$21,059
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MINDY WRIGHTExecutive DiFT$75,510-$75,510
MICHAEL DAMIANODirector Of Care-$0--
TAMIKA JAQUESPresident-$0--
CHRIS CONROYVice Preside-$0--
ANDREW WARDTreasurer-$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
Mindy Wright
Title
Executive Director
Phone
4018646343
Signed
2023-07-26
Discuss with paid preparer
Yes

Preparer

Firm
Doucette & Doucette Cpas LLC
Address
31 HAYWARD ST STE 2F, FRANKLIN, MA 02038
Preparer
Denise M Smith CPA
Phone
5083393078
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Other income 1,009 total 1,009

Form 990-ez, Part I, Line 16

Expenses advertising and marketing 744 office supplies 4,383 transportation 415 meals 2,532 book stipend 4,500 emergency fund 1,612 laptops 9,931 opportunity fund 14,285 administration expense 3,538 internship fund 4,396 other expenses 4,201 other programming expense 5,132 total 55,669

Form 990-ez, Part II, Line 24

Other assets 0 250 total 0 250

Form 990-ez, Part III, Line 28

Career development counseling. The executive director and director of career development help students shape their career goals and advise them on how to successfully pursue these goals. They connect with intership opportunities with their corporate sponsors and other companies and coach the students through the application and interview process

Form 990-ez, Part III, Line 29

Academic and personal coaching. The executive director provides regular mentorship to the students and coaches them through academic and personal challenges that arise during college. During 2022, the organization served approximately 31 students.

Form 990-ez, Part III, Line 30

Financial support. The organization provides financial support to the students through three funds. The opportunity fund, the internship fund, and the emergency fund. They also provide the first-year students with laptops, professional attire, and a stipend.

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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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ACADEMIC AND PERSONAL COACHING. THE EXECUTIVE DIRECTOR PROVIDES REGULAR MENTORSHIP TO THE STUDENTS AND COACHES THEM THROUGH ACADEMIC AND PERSONAL CHALLENGES THAT ARISE DURING COLLEGE. DURING 2022, THE ORGANIZATION SERVED APPROXIMATELY 31 STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2FINANCIAL SUPPORT. THE ORGANIZATION PROVIDES FINANCIAL SUPPORT TO THE STUDENTS THROUGH THREE FUNDS. THE OPPORTUNITY FUND, THE INTERNSHIP FUND, AND THE EMERGENCY FUND. THEY ALSO PROVIDE THE FIRST-YEAR STUDENTS WITH LAPTOPS, PROFESSIONAL ATTIRE, AND A STIPEND.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER INCOME 1,009 TOTAL 1,009
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADVERTISING AND MARKETING 744 OFFICE SUPPLIES 4,383 TRANSPORTATION 415 MEALS 2,532 BOOK STIPEND 4,500 EMERGENCY FUND 1,612 LAPTOPS 9,931 OPPORTUNITY FUND 14,285 ADMINISTRATION EXPENSE 3,538 INTERNSHIP FUND 4,396 OTHER EXPENSES 4,201 OTHER PROGRAMMING EXPENSE 5,132 TOTAL 55,669
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OTHER ASSETS 0 250 TOTAL 0 250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CAREER DEVELOPMENT COUNSELING. THE EXECUTIVE DIRECTOR AND DIRECTOR OF CAREER DEVELOPMENT HELP STUDENTS SHAPE THEIR CAREER GOALS AND ADVISE THEM ON HOW TO SUCCESSFULLY PURSUE THESE GOALS. THEY CONNECT WITH INTERSHIP OPPORTUNITIES WITH THEIR CORPORATE SPONSORS AND OTHER COMPANIES AND COACH THE STUDENTS THROUGH THE APPLICATION AND INTERVIEW PROCESS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACADEMIC AND PERSONAL COACHING. THE EXECUTIVE DIRECTOR PROVIDES REGULAR MENTORSHIP TO THE STUDENTS AND COACHES THEM THROUGH ACADEMIC AND PERSONAL CHALLENGES THAT ARISE DURING COLLEGE. DURING 2022, THE ORGANIZATION SERVED APPROXIMATELY 31 STUDENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FINANCIAL SUPPORT. THE ORGANIZATION PROVIDES FINANCIAL SUPPORT TO THE STUDENTS THROUGH THREE FUNDS. THE OPPORTUNITY FUND, THE INTERNSHIP FUND, AND THE EMERGENCY FUND. THEY ALSO PROVIDE THE FIRST-YEAR STUDENTS WITH LAPTOPS, PROFESSIONAL ATTIRE, AND A STIPEND.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 30
TransferPrsnlBnftContractsDecl/DeclarationDesc0DURING THE YEAR THE ORGANIZATION DID NOT RECEIVE ANY FUNDS, DIRECTLY OR INDIRECTLY, TO PAY PREMIUMS ON ANY PERSONAL BENEFIT CONTRACTS. DURING THE YEAR THE ORGANZATION DID NOT PAY ANY PREMIUMS, DIRECTLY OR INDIRECTLY, ON ANY PERSONAL BENEFIT CONTRACTS.
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0MINDY WRIGHT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04018646343
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE UPWARD PROJECT
ReturnHeader/Filer/BusinessNameControlTxt0UPWA
ReturnHeader/Filer/EIN0825201485
ReturnHeader/Filer/PhoneNum04018646343
ReturnHeader/Filer/USAddress/AddressLine1Txt065 MORA STREET
ReturnHeader/Filer/USAddress/CityNm0DORCHESTER
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814987490
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DOUCETTE & DOUCETTE CPAS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt031 HAYWARD ST STE 2F
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FRANKLIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002038
ReturnHeader/PreparerPersonGrp/PhoneNum05083393078
ReturnHeader/PreparerPersonGrp/PreparationDt02023-07-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENISE M SMITH CPA
ReturnHeader/ReturnTs02023-07-26T11:29:10-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MINDY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WRIGHT
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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