Civic Intelligence

Upstream Works

990 • Fiscal year 2023 • EIN 82-5298960

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 30, 2024

Organization Profileupstreamworks.org
106 Drayton CourtChapel Hill, NC 27516

(541) 337-0603

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$0

Flat from 2022

Net Assets

Flat

$0

Flat from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses

Revenue

Down

$0

Down $282,974 (-100%) from 2022

Expenses

Up

$444,176

Up $385,912 (+662%) from 2022

Net Income

Down

-$444,176

Down $668,886 (-298%) from 2022

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$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: $0Liabilities 2023: $0Net Assets 2023: $02023Assets 2024: $381,879Liabilities 2024: $3,800Net Assets 2024: $378,0792024

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

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: $0Expenses 2023: $444,176Net Income 2023: -$444,1762023Revenue 2024: $900,218Expenses 2024: $1,156,713Net Income 2024: -$256,4952024

Highlighted filing

2023

Revenue$0
Expenses$444,176
Net Income-$444,176
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 30, 2024
Return Version
2023v5.0
Gross Receipts
$839,413
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$241,336$634,573▲ $393,237
Total Assets$241,336$634,573▲ $393,237
Liabilities
Accounts Payable and Accrued Expenses$2,000--
Total Liabilities$2,000$0▼ $2,000
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$239,336$634,573▲ $395,237
Total Net Assets Fund Balance$239,336$634,573▲ $395,237
Total Liabilities and Net Assets / Fund Balance$241,336$634,573▲ $393,237
Compensation and Service Providers

Board Members and Trustees

NameTitle
Beth KatzPresident
Beverly ScurryVice President
Linden ThayerExecutive Director
Yvette MissriAt Large
Mark DessauerSecretary
Julia KatzTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$839,413
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$685,213
Change in Net Assets
$395,237
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$444,176
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
Occupancy$16,950$0$0$16,950
Fees for Services Accounting$0$9,091$0$9,091
Fees for Services Management$6,075$0$0$6,075
All Other Expenses$956$4,013$0$4,969
Other Expenses$4,018$0$0$4,018
Travel$1,963$0$0$1,963
Advertising$1,500$0$0$1,500
Total Functional Expenses$431,072$13,104$0$444,176
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
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
2024-04-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linden Thayer
Formed
2018
Legal Domicile
Nc
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
50

Preparer

Firm
Green Bean Counters LLC
Address
587 Old Farrington Rd, Chapel Hill, NC 27517
Preparer
Tracy Kondracki EA
Phone
9192750094
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 annually at a board meeting”

Pt VI, Line 2

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

Pt VI, Line 11B

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

Other

“Amending because software left off the income/donations”

Form 990, Part III, Line 4D

“Other Programs 58999. 0. 0.”

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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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IRS990/TotalLiabilitiesBOYAmt02000
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt02000
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0239336
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0634573
IRS990/TotalOtherProgSrvcExpenseAmt058999
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt0431072
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0839413
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0241336
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0634573
IRS990/TravelGrp/FundraisingAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt00
IRS990/TravelGrp/ProgramServicesAmt01963
IRS990/TravelGrp/TotalAmt01963
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0106 Drayton Court
IRS990/USAddress/CityNm0Chapel Hill
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd027516
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0upstreamworks.org
IRS990/WhistleblowerPolicyInd0true
IRS990/WrittenPolicyOrProcedureInd0true
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Beth Katz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum05413370603
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-30
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/IRSResponsiblePrtyInfoCurrInd0true
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/PhoneNum09192750094
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tracy Kondracki EA
ReturnHeader/ReturnTs02024-05-24T09:21:37-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Beth
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Katz
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$0
Expenses
$444,176
Net income
-$444,176
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.$0.00$0.00$0.00$0.00$0.44$0.44
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