Civic Intelligence

Upshot Foundation

EIN 84-1730205 • Luquillo, PR

Pub. 78 Eligible
PO Box 165Luquillo, PR 00773
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

1st percentile

-6511%

Higher net margin than 1% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

3rd percentile

-63%

Faster asset growth than 3% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

7th percentile

-47%

Faster revenue growth than 7% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$2,199,787

Down $3,755,475 (-63%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$2,199,787

Down $3,755,475 (-63%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin1st percentile

Revenue

Down

$57,675

Down $50,138 (-47%) from 2023

Expenses

Up

$3,813,150

Up $3,811,700 (+262876%) from 2023

Net Income

Down

-$3,755,475

Down $3,861,838 (-3631%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth3rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020Assets 2021: $5,834,575Liabilities 2021: $0Net Assets 2021: $5,834,5752021Assets 2022: $5,848,899Liabilities 2022: $0Net Assets 2022: $5,848,8992022Assets 2023: $5,955,262Liabilities 2023: $0Net Assets 2023: $5,955,2622023Assets 2024: $2,199,787Liabilities 2024: $0Net Assets 2024: $2,199,7872024

Highlighted filing

2024

Assets$2,199,787
Liabilities$0
Net Assets$2,199,787
Open 2024 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2019: $8,650,556Expenses 2019: $293,705Net Income 2019: $8,356,8512019Revenue 2020: $3,946,357Expenses 2020: $403,172Net Income 2020: $3,543,1852020Revenue 2021: $264,863Expenses 2021: $4,620Net Income 2021: $260,2432021Revenue 2022: $48,910Expenses 2022: $34,586Net Income 2022: $14,3242022Revenue 2023: $107,813Expenses 2023: $1,450Net Income 2023: $106,3632023Revenue 2024: $57,675Expenses 2024: $3,813,150Net Income 2024: -$3,755,4752024

Highlighted filing

2024

Revenue$57,675
Expenses$3,813,150
Net Income-$3,755,475
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,199,787
Liabilities
$0
Net assets
$2,199,787
Revenue
$57,675
Expenses
$3,813,150
Net income
-$3,755,475
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.06$3.81$3.76
2023Detailed filing. Detailed filing data is available for this year.$5.96$0.00$5.96$0.11$0.00$0.11
2022Detailed filing. Detailed filing data is available for this year.$5.85$0.00$5.85$0.05$0.03$0.01
2021Detailed filing. Detailed filing data is available for this year.$5.83$0.00$5.83$0.26$0.00$0.26
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$3.95$0.40$3.54
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$8.65$0.29$8.36
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STUART BERNSENTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Upshot Foundation
EIN
84-1730205
Phone
8479122411
Address
PO BOX 165, LUQUILLO, PR 00773

Signing Officer

Name
Stuart Bernsen
Title
Trustee
Phone
8479122411
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Cdh CPA Pllc
Address
100 PIERCE ROAD SUITE 100, ITASCA, IL 60143
Preparer
Daniel Duncan
Phone
6302850215
Raw XML Appendix260 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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OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0FULL POTENTIAL LOAN
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PONZI SCHEME LOSS - HEMINGWAY INVESTMENT
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt13800000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt012150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13800000
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STUART BERNSEN
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPSHOT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0UPSH
ReturnHeader/Filer/EIN0841730205
ReturnHeader/Filer/PhoneNum08479122411
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 165
ReturnHeader/Filer/USAddress/CityNm0LUQUILLO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PR
ReturnHeader/Filer/USAddress/ZIPCd000773
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0991528977
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CDH CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 PIERCE ROAD SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ITASCA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060143
ReturnHeader/PreparerPersonGrp/PhoneNum06302850215
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL DUNCAN
ReturnHeader/ReturnTs02025-11-17T22:49:02-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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