Civic Intelligence

Upstream Works

990EZ • Fiscal year 2021 • EIN 82-5298960

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 28, 2022

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

51st percentile

0.00x

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

2021 filings • NTEE S20 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

52nd percentile

0.00x

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

2021 filings • NTEE S20 • <$500k nonprofits • Source year 2021

Net Margin

15th percentile

-25%

Higher net margin than 15% of similar nonprofits.

2021 filings • NTEE S20 • <$500k nonprofits • Source year 2021

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.

2021 filings • NTEE S20 • <$500k nonprofits • Source year 2021

Asset Growth

6th percentile

-63%

Faster asset growth than 6% of similar nonprofits.

2021 filings • NTEE S20 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

11th percentile

-64%

Faster revenue growth than 11% of similar nonprofits.

2021 filings • NTEE S20 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$14,625

Down $24,893 (-63%) from 2020

Net Assets

Down

$14,625

Down $24,893 (-63%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$99,545

Down $177,665 (-64%) from 2020

Expenses

Down

$124,438

Down $133,025 (-52%) from 2020

Net Income

Down

-$24,893

Down $44,640 (-226%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$14,625
Liabilities$0
Net Assets$14,625

Operations Trend

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

2021

Revenue$99,545
Expenses$124,438
Net Income-$24,893
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 28, 2022
Return Version
2021v4.1
Gross Receipts
$99,545
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.

Program Services

DescriptionGrantsExpenses
We fiscally sponsored several programs including several Durham-based food assistance programsfor families and seniors requiring meal delivery (EAT NC, COPA 50 Meals a Day); Lantern's KitchenPatrol, a cooking and food education program for low-income children; an organization focused on$26,045$118,292
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Beth KatzPresident-$0--
Julia KatzBoard Member-$0--
Mark DessauerSecretary-$0--
Yvette Garcia MissriTreasurer-$0--
Beverly ScurryBoard Member-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Beth Katz
Title
President
Phone
5413370603
Signed
2022-04-28
Discuss with paid preparer
Yes

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 990EZ, Part I, Line 16

Program Expenses 118292.

Form 990EZ, Part I, Line 16

Bank Fees 100.

Form 990EZ, Part I, Line 16

Insurance 1333.

Form 990EZ, Part I, Line 16

Merchant Service Fees 5.

Form 990EZ, Part I, Line 16

CSL Fee 237.

Form 990EZ, Part I, Line 16

Internet 236.

Form 990EZ, Part I, Line 16

QBO and Productivity Software 766.

Form 990EZ, Part I, Line 16

Program Expenses

Raw XML Appendix201 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
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IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Green Bean Counters LLC
IRS990EZ/BooksInCareOfDetail/PhoneNum09195330113
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0587 Old Farrington Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Chapel Hill
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027517
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt039518
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014625
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IRS990EZ/ContributionsGiftsGrantsEtcAmt099545
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IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-24893
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03469
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt039518
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IRS990EZ/FundraisingGrossIncomeAmt00
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt099545
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt039518
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014625
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt039518
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014625
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Beth Katz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Julia Katz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Mark Dessauer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Yvette Garcia Missri
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Beverly Scurry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0120969
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0We 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.
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0We fiscally sponsored several programs including several Durham-based food assistance programsfor families and seniors requiring meal delivery (EAT NC, COPA 50 Meals a Day); Lantern's KitchenPatrol, a cooking and food education program for low-income children; an organization focused on
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt026045
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0118292
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0124438
IRS990EZ/TotalProgramServiceExpensesAmt0118292
IRS990EZ/TotalRevenueAmt099545
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.upstreamworks.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part III, Line 12 Description: Consulting 2019: 419. 2020: 0.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt III Ln 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt099545
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0277210
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0226774
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt012575
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0616104
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt021
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt036
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt059
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt021
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt036
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt059
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0419
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0419
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal509Amt0616104
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt099545
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0277210
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0226774
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt012575
IRS990ScheduleA/Total509Grp/TotalAmt0616104
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0616582
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No officers are paid at this time
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No one is paid at this time
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conflicts are reviewed annualy at a board meeting
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Beth and Julia Katz are married, Beth Katz and Linden Thayer are business partners in separate business
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The 990 is distributed via email to members of the board for review before filing
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Program Expenses 118292.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Bank Fees 100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Insurance 1333.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Merchant Service Fees 5.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9CSL Fee 237.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Internet 236.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11QBO and Productivity Software 766.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Program Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Beth Katz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum05413370603
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-28
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/PreparerFirmGrp/PreparerFirmEIN0461353670
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/PreparationDt02022-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tracy Kondracki EA
ReturnHeader/ReturnTs02022-05-06T17:35:06-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Beth
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Katz
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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