Liabilities / Assets
58th percentile
Tied with the lowest-debt nonprofits in its peer group.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
58th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
81st percentile
Higher net margin than 81% of similar nonprofits.
Top Officer Pay
78th percentile
Higher top officer pay than 78% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Balance Sheet
Assets
$64,381
No earlier filing loaded for comparison.
Net Assets
$64,381
No earlier filing loaded for comparison.
Liabilities
$0
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
$185,392
No earlier filing loaded for comparison.
Expenses
$124,337
No earlier filing loaded for comparison.
Net Income
$61,055
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2022 to Dec 31, 2022
- Signed
- Aug 3, 2023
- Return Version
- 2022v5.0
- Gross Receipts
- $185,392
Mission and Program Overview
Mission
Deliver patient-centered, evidence-based research, incubate emerging rare disease entities on their journey, and explore novel solutions to positively impact rare disease communities.
Deliver patient-centered research and novel, evidence-based programs and services that improve access to quality, affordable healthcare for underserved populations with rare and serious health conditions.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| DELIVERS PATIENT-CENTERED, EVIDENCE-BASED RESEARCH AND EXPLORE NOVEL SOLUTIONS TO POSITIVELY IMPACT UNDERSERVED COMMUNITIES WITH RARE AND SERIOUS CHRONIC HEALTH CONDITIONS. | $5,500 | $120,754 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| KIMBERLY K HAUGSTAD | CEO, Directo | FT | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Upequity Corporation
- EIN
- 85-3253125
- Phone
- 4144057042
- Address
- 3974 WINDEMERE DR, COLGATE, WI 53017-9142
Signing Officer
- Name
- Kimberly K Haugstad
- Title
- CEO, Director
- Phone
- 4144057042
- Signed
- 2023-08-03
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Betters & Associates Sc
- Address
- 21095 WATERTOWN RD, WAUKESHA, WI 53186-1806
- Preparer
- Michael P Betters
- Phone
- 2627988160
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16
“Expenses marketing supplies 2,710 office supplies 10,212 phones & internet 3,569 travel 9,137 conference registration 300 events 27,299 insurance 1,150 business registration 800 meals 3,188 professional development 210 subscriptions 620 non-investment depreciation 554 total 59,749”
Form 990-ez, Part II, Line 24
“Computers & office equipment 0 2,769 less accumulated depreciation 0 554 total 0 2,215”
Form 990-ez, Part III
“Deliver patient-centered research and novel, evidence-based programs and services that improve access to quality, affordable healthcare for underserved populations with rare and serious health conditions.”
Raw XML Appendix125 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BenefitsPaidToOrForMembersAmt | 0 | 102 |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | KIMBERLY HAUGSTAD |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 4144057042 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 3974 WINDEMERE DR |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | COLGATE |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | WI |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 53017 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 3326 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 62166 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 183190 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 61055 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 58360 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 3326 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 64381 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 5500 |
| IRS990EZ/GrossReceiptsAmt | 0 | 185392 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InitialReturnInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 3326 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 64381 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 3326 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 64381 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 35.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | KIMBERLY K HAUGSTAD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | CEO, DIRECTO |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 2215 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 59749 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | DELIVER PATIENT-CENTERED RESEARCH AND NOVEL, EVIDENCE-BASED PROGRAMS AND SERVICES THAT IMPROVE ACCESS TO QUALITY, AFFORDABLE HEALTHCARE FOR UNDERSERVED POPULATIONS WITH RARE AND SERIOUS HEALTH CONDITIONS. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 626 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 2202 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | DELIVERS PATIENT-CENTERED, EVIDENCE-BASED RESEARCH AND EXPLORE NOVEL SOLUTIONS TO POSITIVELY IMPACT UNDERSERVED COMMUNITIES WITH RARE AND SERIOUS CHRONIC HEALTH CONDITIONS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 5500 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 120754 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 124337 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 120754 |
| IRS990EZ/TotalRevenueAmt | 0 | 185392 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | HTTPS://UPEQUITY.ORG/ |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 183190 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 183190 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 2202 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 2202 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 185392 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 185392 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 185392 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 185392 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 185392 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES MARKETING SUPPLIES 2,710 OFFICE SUPPLIES 10,212 PHONES & INTERNET 3,569 TRAVEL 9,137 CONFERENCE REGISTRATION 300 EVENTS 27,299 INSURANCE 1,150 BUSINESS REGISTRATION 800 MEALS 3,188 PROFESSIONAL DEVELOPMENT 210 SUBSCRIPTIONS 620 NON-INVESTMENT DEPRECIATION 554 TOTAL 59,749 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | COMPUTERS & OFFICE EQUIPMENT 0 2,769 LESS ACCUMULATED DEPRECIATION 0 554 TOTAL 0 2,215 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DELIVER PATIENT-CENTERED RESEARCH AND NOVEL, EVIDENCE-BASED PROGRAMS AND SERVICES THAT IMPROVE ACCESS TO QUALITY, AFFORDABLE HEALTHCARE FOR UNDERSERVED POPULATIONS WITH RARE AND SERIOUS HEALTH CONDITIONS. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART III |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | KIMBERLY K HAUGSTAD |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | CEO, DIRECTOR |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4144057042 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2023-08-03 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | UPEQUITY CORPORATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | UPEQ |
| ReturnHeader/Filer/EIN | 0 | 853253125 |
| ReturnHeader/Filer/PhoneNum | 0 | 4144057042 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 3974 WINDEMERE DR |
| ReturnHeader/Filer/USAddress/CityNm | 0 | COLGATE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | WI |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 530179142 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 391783820 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | BETTERS & ASSOCIATES SC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 21095 WATERTOWN RD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | WAUKESHA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | WI |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 531861806 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 2627988160 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2023-08-03 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | MICHAEL P BETTERS |
| ReturnHeader/ReturnTs | 0 | 2023-08-16T17:02:30-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | KIMBERLY |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | HAUGSTAD |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2022-12-31 |
| ReturnHeader/TaxYr | 0 | 2022 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $64,381
- Liabilities
- $0
- Net assets
- $64,381
- Revenue
- $185,392
- Expenses
- $124,337
- Net income
- $61,055
| Balance Sheet | Operations | |||||
|---|---|---|---|---|---|---|
| Year | Assets | Liabilities | Net Assets | Revenue | Expenses | Net Income |
| 2024Detailed filing. Detailed filing data is available for this year. | $0.97 | $0.02 | $0.96 | $1.82 | $2.45 | $0.62 |
| 2023Detailed filing. Detailed filing data is available for this year. | $1.58 | $0.00 | $1.58 | $3.70 | $2.77 | $0.93 |
| 2022Detailed filing. Detailed filing data is available for this year. | $0.64 | $0.00 | $0.64 | $1.85 | $1.24 | $0.61 |