Civic Intelligence

Rarerising

990 • Fiscal year 2023 • EIN 85-3253125

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 21, 2024

Organization ProfileUPEQUITY.ORG
3974 Windemere DrColgate, WI 53017-9142

(414) 405-7042

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

78th percentile

25%

Higher net margin than 78% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

94th percentile

145%

Faster asset growth than 94% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

90th percentile

100%

Faster revenue growth than 90% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$157,839

Up $93,458 (+145%) from 2022

Net Assets

Up

$157,839

Up $93,458 (+145%) from 2022

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin78th percentile

Revenue

Up

$370,330

Up $184,938 (+100%) from 2022

Expenses

Up

$276,872

Up $152,535 (+123%) from 2022

Net Income

Up

$93,458

Up $32,403 (+53%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$200K$150K$100K$50K$0Assets 2022: $64,381Net Assets 2022: $64,3812022Assets 2023: $157,839Liabilities 2023: $0Net Assets 2023: $157,8392023Assets 2024: $97,406Liabilities 2024: $1,812Net Assets 2024: $95,5942024

Highlighted filing

2023

Assets$157,839
Liabilities$0
Net Assets$157,839
Open 2023 Filing

Operations Trend

Revenue Growth90th percentile

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

$400K$200K$0-$200KRevenue 2022: $185,392Expenses 2022: $124,337Net Income 2022: $61,0552022Revenue 2023: $370,330Expenses 2023: $276,872Net Income 2023: $93,4582023Revenue 2024: $182,325Expenses 2024: $244,571Net Income 2024: -$62,2462024

Highlighted filing

2023

Revenue$370,330
Expenses$276,872
Net Income$93,458
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 21, 2024
Return Version
2023v5.0
Gross Receipts
$370,330
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$62,166$155,383▲ $93,217
Land, Buildings, and Equipment, Net$2,215$1,329▼ $886
Prepaid Expenses and Deferred Charges-$1,127-
Total Assets$64,381$157,839▲ $93,458
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$64,381$157,839▲ $93,458
Total Net Assets Fund Balance$64,381$157,839▲ $93,458
Total Liabilities and Net Assets / Fund Balance$64,381$157,839▲ $93,458

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,329$1,440$2,769
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Fernando SanchezBoard Member
Gabriela PrudencioBoard Member
Mousumi BoseBoard Member
Kimberly K HaugstadCEO, Directo
Revenue and Support

Revenue Composition

Contributions and Grants
$370,330
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$369,649
Change in Net Assets
$93,458
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$216,277
Salaries, Compensation, and Employee Benefits$39,536
Grants and Similar Amounts Paid$20,850
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$126,274--$126,274
Other Salaries and Wages$35,582$3,954-$39,536
Travel$39,037--$39,037
Office Expenses$26,139$2,838-$28,977
Grants to Domestic Orgs$20,850--$20,850
Conferences and Meetings$5,875--$5,875
Fees for Services Accounting-$2,411-$2,411
Insurance-$1,245-$1,245
Depreciation Depletion$797$89-$886
Other Expenses$798$215-$215
Benefits to Members$209--$209
Total Functional Expenses$266,120$10,752$0$276,872
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Hemophilia Found of N CaliforniaMartinez, CA--$20,000
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
No
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

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Ceo will review and then board of directors will review.”

Form 990, Page 6, Part VI, Line 12C

“If issues of policy variance are identified, a review process is implemented and appropriate action is taken.”

Form 990, Page 6, Part VI, Line 19

“Documents are made available upon request.”

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
2024-08-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kimberly K Haugstad
Formed
2020
Legal Domicile
Az
Voting Board Members
4
Independent Board Members
4
Employees
1
Volunteers
10

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, Part IX, Line 11G

“Consulting 1,103 0 0 translation 3,500 0 0 contract labor 121,626 0 0 bank fees 45 0 0 total 126,274 0 0”

Raw XML Appendix311 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.

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ReturnHeader/PreparerPersonGrp/PhoneNum02627988160
ReturnHeader/PreparerPersonGrp/PreparationDt02024-08-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL P BETTERS
ReturnHeader/ReturnTs02024-10-28T13:47:58-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$157,839
Liabilities
$0
Net assets
$157,839
Revenue
$370,330
Expenses
$276,872
Net income
$93,458
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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$0.64$1.85$1.24$0.61