Civic Intelligence

Upshot Foundation

990PF • Fiscal year 2022 • EIN 84-1730205

Jan 01, 2022 to Dec 31, 2022 • Filed on May 06, 2025

Organization Profile
PO Box 165Luquillo, PR 00773

(847) 912-2411

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

21st percentile

0.00x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Net Margin

77th percentile

29%

Higher net margin than 77% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Asset Growth

52nd percentile

0.2%

Faster asset growth than 52% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

4th percentile

-82%

Faster revenue growth than 4% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$5,848,899

Up $14,324 (+0.2%) from 2021

Net Assets

Up

$5,848,899

Up $14,324 (+0.2%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin77th percentile

Revenue

Down

$48,910

Down $215,953 (-82%) from 2021

Expenses

Up

$34,586

Up $29,966 (+649%) from 2021

Net Income

Down

$14,324

Down $245,919 (-94%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$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

2022

Assets$5,848,899
Liabilities$0
Net Assets$5,848,899
Open 2022 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$48,910
Expenses$34,586
Net Income$14,324
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 6, 2025
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay32nd 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
2025-05-06
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 Appendix280 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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AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01255
IRS990PF/AddressChangeInd0X
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt044593
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05848899
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05834575
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05848899
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0287898
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0287898
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0287898
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0288058
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0160
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0160
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt05848899
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt05834575
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt05848899
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0346862
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IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt02046862
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05848899
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03802037
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt087733
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IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0288058
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05761166
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd00
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08479122411
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
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IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO FUND ITEMS AND SERVICES TO CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1DONATION TO DOG RESCUE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1TIAH SCHEIBLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LAKE FOREST
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0286398
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0286
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0286
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0346862
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt10
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt20
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0FULL POTENTIAL LOAN
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1LINEAGE FAMILY TRUST LOAN
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2STUART BERNSEN LOAN
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0621862
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt11300000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt2125000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0621862
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt11300000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt2125000
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK SERVICE FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STUART BERNSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08479122411
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-06
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/PreparationDt02025-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL DUNCAN
ReturnHeader/ReturnTs02025-05-06T14:21:03-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,848,899
Liabilities
$0
Net assets
$5,848,899
Revenue
$48,910
Expenses
$34,586
Net income
$14,324
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