Civic Intelligence

Project Upstart Inc

990 • Fiscal year 2024 • EIN 84-2864795

Sep 01, 2023 to Aug 31, 2024 • Filed on Jul 15, 2025

Organization ProfileN/A
4246 South Riverboat Road Suite 15Taylorsville, UT 84123

(801) 576-4900

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.21x

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

2024 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

49th percentile

0.06x

Higher debt load relative to revenue than 49% of similar nonprofits.

2024 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2024

Net Margin

28th percentile

-1.4%

Higher net margin than 28% of similar nonprofits.

2024 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

95th percentile

$309,203

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 16.3% of source-year revenue.

2024 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2024

Asset Growth

15th percentile

-7.5%

Faster asset growth than 15% of similar nonprofits.

2024 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

10th percentile

-27%

Faster revenue growth than 10% of similar nonprofits.

2024 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Down

$515,289

Down $42,028 (-7.5%) from 2023

Net Assets

Down

$407,363

Down $27,291 (-6.3%) from 2023

Liabilities

Down

$107,926

Down $14,737 (-12%) from 2023

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin28th percentile

Revenue

Down

$1,896,045

Down $694,360 (-27%) from 2023

Expenses

Down

$1,923,336

Down $457,383 (-19%) from 2023

Net Income

Down

-$27,291

Down $236,977 (-113%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$1.0M$500K$0Assets 2019: $350,000Liabilities 2019: $0Net Assets 2019: $350,0002019Assets 2021: $839,008Liabilities 2021: $509,132Net Assets 2021: $329,8762021Assets 2022: $399,765Liabilities 2022: $174,797Net Assets 2022: $224,9682022Assets 2023: $557,317Liabilities 2023: $122,663Net Assets 2023: $434,6542023Assets 2024: $515,289Liabilities 2024: $107,926Net Assets 2024: $407,3632024

Highlighted filing

2024

Assets$515,289
Liabilities$107,926
Net Assets$407,363
Open 2024 Filing

Operations Trend

Revenue Growth10th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2019: $350,000Expenses 2019: $0Net Income 2019: $350,0002019Revenue 2021: $1,336,605Expenses 2021: $1,519,013Net Income 2021: -$182,4082021Revenue 2022: $1,810,830Expenses 2022: $1,915,738Net Income 2022: -$104,9082022Revenue 2023: $2,590,405Expenses 2023: $2,380,719Net Income 2023: $209,6862023Revenue 2024: $1,896,045Expenses 2024: $1,923,336Net Income 2024: -$27,2912024

Highlighted filing

2024

Revenue$1,896,045
Expenses$1,923,336
Net Income-$27,291
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jul 15, 2025
Return Version
2023v6.0
Gross Receipts
$1,896,045
Mission and Program Overview

Mission

Project upstart advocates to the public and legislative bodies for support of early childhood education intervention, particularly focusing on children from lower socioeconomic strata and other at-risk groups to combat disparities in educational opportunities.

Advocates for support of early childhood education intervention to promote equity for all learners.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$434,654$407,363▼ $27,291
Cash and Non-Interest-Bearing Accounts$425,580$399,706▼ $25,874
Accounts Receivable$131,737$115,583▼ $16,154
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$557,317$515,289▼ $42,028
Liabilities
Accounts Payable and Accrued Expenses$122,663$107,926▼ $14,737
Total Liabilities$122,663$107,926▼ $14,737
Net Assets / Fund Balance
Total Net Assets Fund Balance$434,654$407,363▼ $27,291
Total Liabilities and Net Assets / Fund Balance$557,317$515,289▼ $42,028
Compensation and Service Providers
Top Officer Pay95th percentile

Board Members and Trustees

NameTitle
Allison Gushee MolkenthinChair of the Board
Thomas G NessPresident & Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,896,045
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$1,896,045
Change in Net Assets
$-27,291
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,842,573
Salaries, Compensation, and Employee Benefits$80,763
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Lobbying$1,809,322--$1,809,322
Other Salaries and Wages$61,049--$61,049
Other Expenses$27,401--$27,401
Other Employee Benefits$19,714--$19,714
Fees for Services Accounting$5,850--$5,850
Total Functional Expenses$1,923,336$0$0$1,923,336
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Waterford institute, inc. Is the sole member of project upstart, inc.”

Form 990, Part VI, Section A, Line 7A

“The member has rights to make appointments.”

Form 990, Part VI, Section A, Line 7B

“The member has the right to amend bylaws and make goverance decisions.”

Form 990, Part VI, Section B, Line 11B

“The tax firm engaged by project upstart and the project upstart management team work together to gather the information necessary to complete the form 990. The tax firm prepares an initial draft form 990, which is reviewed by management as well as the board of trustees. Any recommended changes and comments are considered and the form 990 is updated with a final copy distributed to the board of trustees prior to the filing of the form 990 with the internal revenue service.”

Form 990, Part VI, Section B, Line 12C

“We request board members to disclose any conflicts at board meetings.”

Form 990, Part VI, Section C, Line 19

“These documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Project Upstart Inc
EIN
84-2864795
Phone
8015764900
Address
4246 SOUTH RIVERBOAT ROAD SUITE 15, TAYLORSVILLE, UT 84123

Signing Officer

Name
Jorge Fernandez
Title
CFO
Phone
8015764900
Signed
2025-07-15
Discuss with paid preparer
Yes

Organization Details

Formed
2019
Legal Domicile
Ut
Voting Board Members
2
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Tanner LLC
Address
36 S STATE STREET SUITE 600, SALT LAKE CITY, UT 84111
Preparer
Marc a Metcalf
Phone
8015327444
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Management of project upstart believes that it has appropriate support for the income tax positions taken and to be taken on its tax return. A liability for uncertain tax positions initially needs to be recognized in the financial statements when it is more-likely-than-not the position will not be sustained upon examination by tax authorities.”

Raw XML Appendix342 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0122663
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0107926
IRS990/AccountsReceivableGrp/BOYAmt0131737
IRS990/AccountsReceivableGrp/EOYAmt0115583
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0ADVOCATES FOR SUPPORT OF EARLY CHILDHOOD EDUCATION INTERVENTION TO PROMOTE EQUITY FOR ALL LEARNERS.
IRS990/AllOtherContributionsAmt01896045
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JORGE FERNANDEZ
IRS990/BooksInCareOfDetail/PhoneNum08013492200
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04246 SOUTH RIVERBOAT ROAD SUITE 150
IRS990/BooksInCareOfDetail/USAddress/CityNm0TAYLORSVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0UT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd084123
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0425580
IRS990/CashNonInterestBearingGrp/EOYAmt0399706
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01896045
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt01842573
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-27291
IRS990/CYSalariesCompEmpBnftPaidAmt080763
IRS990/CYTotalExpensesAmt01923336
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01896045
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PERFORMING ADVOCACY ACTIVITIES ON BEHALF OF GRANTOR(S) IN FURTHERANCE OF ADVOCATING, PRIMARILY, FOR UPSTART PROGRAM TO BE ADOPTED IN A VARIETY OF STATES.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01923336
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt05850
IRS990/FeesForServicesAccountingGrp/TotalAmt05850
IRS990/FeesForServicesLobbyingGrp/ProgramServicesAmt01809322
IRS990/FeesForServicesLobbyingGrp/TotalAmt01809322
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt136300
IRS990/Form990PartVIISectionAGrp/PersonNm0ALLISON GUSHEE MOLKENTHIN
IRS990/Form990PartVIISectionAGrp/PersonNm1THOMAS G NESS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1272903
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR OF THE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT & TREASURER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02019
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01896045
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0UT
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROJECT UPSTART ADVOCATES TO THE PUBLIC AND LEGISLATIVE BODIES FOR SUPPORT OF EARLY CHILDHOOD EDUCATION INTERVENTION, PARTICULARLY FOCUSING ON CHILDREN FROM LOWER SOCIOECONOMIC STRATA AND OTHER AT-RISK GROUPS TO COMBAT DISPARITIES IN EDUCATIONAL OPPORTUNITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0434654
IRS990/NetAssetsOrFundBalancesEOYAmt0407363
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt019714
IRS990/OtherEmployeeBenefitsGrp/TotalAmt019714
IRS990/OtherExpensesGrp/Desc0ORGANIZATIONAL EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt027401
IRS990/OtherExpensesGrp/TotalAmt027401
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt061049
IRS990/OtherSalariesAndWagesGrp/TotalAmt061049
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02590405
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt02181207
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0209686
IRS990/PYSalariesCompEmpBnftPaidAmt0199512
IRS990/PYTotalExpensesAmt02380719
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02590405
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-27291
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01896045
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0434654
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0407363
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
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT OF PROJECT UPSTART BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR THE INCOME TAX POSITIONS TAKEN AND TO BE TAKEN ON ITS TAX RETURN. A LIABILITY FOR UNCERTAIN TAX POSITIONS INITIALLY NEEDS TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0272903
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt029000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt07300
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0THOMAS G NESS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT & TREASURER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0309203
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WATERFORD INSTITUTE, INC. IS THE SOLE MEMBER OF PROJECT UPSTART, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEMBER HAS RIGHTS TO MAKE APPOINTMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MEMBER HAS THE RIGHT TO AMEND BYLAWS AND MAKE GOVERANCE DECISIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TAX FIRM ENGAGED BY PROJECT UPSTART AND THE PROJECT UPSTART MANAGEMENT TEAM WORK TOGETHER TO GATHER THE INFORMATION NECESSARY TO COMPLETE THE FORM 990. THE TAX FIRM PREPARES AN INITIAL DRAFT FORM 990, WHICH IS REVIEWED BY MANAGEMENT AS WELL AS THE BOARD OF TRUSTEES. ANY RECOMMENDED CHANGES AND COMMENTS ARE CONSIDERED AND THE FORM 990 IS UPDATED WITH A FINAL COPY DISTRIBUTED TO THE BOARD OF TRUSTEES PRIOR TO THE FILING OF THE FORM 990 WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4WE REQUEST BOARD MEMBERS TO DISCLOSE ANY CONFLICTS AT BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THESE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0WATERFORD INSTITUTE INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0510202349
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0UT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATION PROGRAMS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt04246 SOUTH RIVERBOAT ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0TAYLORSVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0UT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd084123
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt01896045
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1106407
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0WATERFORD INSTITUTE INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1WATERFORD INSTITUTE INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0C
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1P
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0UT
IRS990/StatesWhereCopyOfReturnIsFldCd1NY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0557317
IRS990/TotalAssetsEOYAmt0515289
IRS990/TotalAssetsGrp/BOYAmt0557317
IRS990/TotalAssetsGrp/EOYAmt0515289
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt01896045
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01923336
IRS990/TotalFunctionalExpensesGrp/TotalAmt01923336
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0122663
IRS990/TotalLiabilitiesEOYAmt0107926
IRS990/TotalLiabilitiesGrp/BOYAmt0122663
IRS990/TotalLiabilitiesGrp/EOYAmt0107926
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0434654
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0407363
IRS990/TotalOtherCompensationAmt036300
IRS990/TotalProgramServiceExpensesAmt01923336
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01896045
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0557317
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0515289
IRS990/TotReportableCompRltdOrgAmt0272903
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04246 SOUTH RIVERBOAT ROAD SUITE 150
IRS990/USAddress/CityNm0TAYLORSVILLE
IRS990/USAddress/StateAbbreviationCd0UT
IRS990/USAddress/ZIPCd084123
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JORGE FERNANDEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum08015764900
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PROJECT UPSTART INC
ReturnHeader/Filer/BusinessNameControlTxt0PROJ
ReturnHeader/Filer/EIN0842864795
ReturnHeader/Filer/PhoneNum08015764900
ReturnHeader/Filer/USAddress/AddressLine1Txt04246 SOUTH RIVERBOAT ROAD SUITE 15
ReturnHeader/Filer/USAddress/CityNm0TAYLORSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084123
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202253063
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TANNER LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt036 S STATE STREET SUITE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALT LAKE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084111
ReturnHeader/PreparerPersonGrp/PhoneNum08015327444
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARC A METCALF
ReturnHeader/ReturnTs02025-07-15T11:21:29-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-09-01
ReturnHeader/TaxPeriodEndDt02024-08-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$515,289
Liabilities
$107,926
Net assets
$407,363
Revenue
$1,896,045
Expenses
$1,923,336
Net income
-$27,291
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.52$0.11$0.41$1.90$1.92$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.56$0.12$0.43$2.59$2.38$0.21
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.17$0.22$1.81$1.92$0.10
2021Detailed filing. Detailed filing data is available for this year.$0.84$0.51$0.33$1.34$1.52$0.18
2019Summary only. Only limited summary data is available for this year.$0.35$0.00$0.35$0.35$0.00$0.35
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)4 • $1M-$5M nonprofits