Civic Intelligence

Upstream Works

990 • Fiscal year 2019 • EIN 82-5298960

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 30, 2020

Organization Profileupstreamworks.org
106 Drayton CourtChapel Hill, NC 27516

(541) 337-0603

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.08x

Higher debt load relative to assets than 73% of similar nonprofits.

2019 filings • NTEE S20 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

61st percentile

0.01x

Higher debt load relative to revenue than 61% of similar nonprofits.

2019 filings • NTEE S20 • <$500k nonprofits • Source year 2019

Net Margin

56th percentile

6.7%

Higher net margin than 56% of similar nonprofits.

2019 filings • NTEE S20 • <$500k nonprofits • Source year 2019

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • NTEE S20 • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

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

Source year 2019

Revenue Growth

Score unavailable

No value available

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

Source year 2019

Balance Sheet
Liabilities / Assets73rd percentile

Assets

$21,571

No earlier filing loaded for comparison.

Net Assets

$19,771

No earlier filing loaded for comparison.

Liabilities

$1,800

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin56th percentile

Revenue

$236,460

No earlier filing loaded for comparison.

Expenses

$220,625

No earlier filing loaded for comparison.

Net Income

$15,835

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.

$800K$600K$400K$200K$0Assets 2019: $21,571Liabilities 2019: $1,800Net Assets 2019: $19,7712019Assets 2020: $39,518Liabilities 2020: $0Net Assets 2020: $39,5182020Assets 2021: $14,625Liabilities 2021: $0Net Assets 2021: $14,6252021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022Assets 2023: $634,573Liabilities 2023: $0Net Assets 2023: $634,5732023Assets 2024: $381,879Liabilities 2024: $3,800Net Assets 2024: $378,0792024

Highlighted filing

2019

Assets$21,571
Liabilities$1,800
Net Assets$19,771
Open 2019 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 2019: $236,460Expenses 2019: $220,625Net Income 2019: $15,8352019Revenue 2020: $277,210Expenses 2020: $257,463Net Income 2020: $19,7472020Revenue 2021: $99,545Expenses 2021: $124,438Net Income 2021: -$24,8932021Revenue 2022: $282,974Expenses 2022: $58,264Net Income 2022: $224,7102022Revenue 2023: $839,413Expenses 2023: $444,176Net Income 2023: $395,2372023Revenue 2024: $900,218Expenses 2024: $1,156,713Net Income 2024: -$256,4952024

Highlighted filing

2019

Revenue$236,460
Expenses$220,625
Net Income$15,835
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 30, 2020
Return Version
2019v5.1
Gross Receipts
$236,460
Mission and Program Overview

Mission

We work to support thriving and equitable communities by investigating the policies, systems, and environments that impact us all and design creative, equity-oriented solutions that last.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$11,949$21,571▲ $9,622
Loans From Officers Directors$1,800$1,800→ $0
Total Assets$11,949$21,571▲ $9,622
Liabilities
Total Liabilities$1,800$1,800→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$10,149$19,771▲ $9,622
Total Net Assets Fund Balance$10,149$19,771▲ $9,622
Total Liabilities and Net Assets / Fund Balance$11,949$21,571▲ $9,622
Compensation and Service Providers
Top Officer Pay79th percentile

Board Members and Trustees

NameTitle
Beth KatzPresident
Beverly ScurryBoard Member
Julia KatzBoard Member
Mark DessauerSecretary
Yvette Garcia MissriTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$235,994
Program Service Revenue
$430
Investment Income
$36
Other Revenue
$0
All Other Contributions
$235,994
Change in Net Assets
$15,835
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$220,625
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$216,849$0$0$216,849
Office Expenses$0$2,489$0$2,489
Fees for Services Accounting$0$1,085$0$1,085
Fees for Services Other$0$125$0$125
Fees for Services Management$0$77$0$77
Total Functional Expenses$216,849$3,776$0$220,625
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Owners are on BoardWake EEats, Cen. Kit. & Durham Bowls Progs.No$33,618

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$1,800$1,800→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
No
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
Filing and Contact Details

Filer

Filer Name
Upstream Works
EIN
82-5298960
Phone
5413370603
Address
106 Drayton Court, Chapel Hill, NC 27516
Doing Business As
Upstream Works Collaborative

Signing Officer

Name
Beth Katz
Title
President
Phone
5413370603
Signed
2020-06-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Beth Katz
Formed
2018
Legal Domicile
Nc
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
6

Preparer

Firm
Green Bean Counters LLC
Address
587 Old Farrington Rd, Chapel Hill, NC 27517
Preparer
Tracy Kondracki EA
Phone
9195330113
Supplemental Narrative

Additional Explanations

Pt VI, Line 15A

“No officers are paid at this time”

Pt VI, Line 15B

“No one is paid at this time”

Pt VI, Line 12C

“Conflicts are reviewed annualy at a board meeting”

Pt VI, Line 2

“Beth and Julia Katz are married, Beth Katz and Linden Thayer are business partners in separate business”

Pt VI, Line 11B

“The 990 is distributed via email to members of the board for review before filing”

Form 990, Part III, Line 4D

“Other Programs 5246. 0. 2500.”

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The 990 is distributed via email to members of the board for review before filing
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IRS990/USAddress/AddressLine1Txt01412 66th St
IRS990/USAddress/CityNm0Berkeley
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094702
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0upstreamworks.org
IRS990/WhistleblowerPolicyInd0true
IRS990/WrittenPolicyOrProcedureInd0true
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Beth Katz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum05413370603
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Upstream Works
ReturnHeader/Filer/BusinessNameControlTxt0UPST
ReturnHeader/Filer/EIN0825298960
ReturnHeader/Filer/PhoneNum05413370603
ReturnHeader/Filer/USAddress/AddressLine1Txt0106 Drayton Court
ReturnHeader/Filer/USAddress/CityNm0Chapel Hill
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027516
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId062D99F3FDBC9AD9BBB6C59398055CC8385C67216
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId062D99F3FDBC9AD9BBB6C59398055CC8385C67216
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.212.108.10
ReturnHeader/FilingSecurityInformation/IPDt02020-07-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm017:04:19
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Green Bean Counters LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0587 Old Farrington Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Chapel Hill
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027517
ReturnHeader/PreparerPersonGrp/PhoneNum09195330113
ReturnHeader/PreparerPersonGrp/PreparationDt02020-07-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tracy Kondracki EA
ReturnHeader/ReturnTs02020-07-06T17:04:29-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,571
Liabilities
$1,800
Net assets
$19,771
Revenue
$236,460
Expenses
$220,625
Net income
$15,835
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.90$1.16$0.26
2023Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.84$0.44$0.40
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.28$0.06$0.22
2021Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.10$0.12$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.28$0.26$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.24$0.22$0.02