Civic Intelligence

Upswing Foundation

990 • Fiscal year 2022 • EIN 85-3622275

Oct 01, 2021 to Sep 30, 2022 • Filed on Aug 14, 2023

Organization ProfileUPSWINGFOUNDATION.ORG
1746 Cole Blvd Building 21 Ste 30Lakewood, CO 80401

(303) 892-7214

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

Higher debt load relative to assets than 7% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

6th percentile

0.01x

Higher debt load relative to revenue than 6% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Net Margin

97th percentile

83%

Higher net margin than 97% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

9th percentile

$0

Higher top officer pay than 9% of similar nonprofits.

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

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Balance Sheet
Liabilities / Assets7th percentile

Assets

$30,631,775

No earlier filing loaded for comparison.

Net Assets

$30,537,003

No earlier filing loaded for comparison.

Liabilities

$94,772

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin97th percentile

Revenue

$10,093,105

No earlier filing loaded for comparison.

Expenses

$1,720,281

No earlier filing loaded for comparison.

Net Income

$8,372,824

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$40M$30M$20M$10M$0Assets 2022: $30,631,775Liabilities 2022: $94,772Net Assets 2022: $30,537,0032022Assets 2023: $29,390,588Liabilities 2023: $276,544Net Assets 2023: $29,114,0442023Assets 2024: $28,801,739Liabilities 2024: $1,457,379Net Assets 2024: $27,344,3602024

Highlighted filing

2022

Assets$30,631,775
Liabilities$94,772
Net Assets$30,537,003
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15M$10M$5.0M$0-$5.0MRevenue 2022: $10,093,105Expenses 2022: $1,720,281Net Income 2022: $8,372,8242022Revenue 2023: $915,309Expenses 2023: $1,829,147Net Income 2023: -$913,8382023Revenue 2024: $1,010,282Expenses 2024: $2,779,966Net Income 2024: -$1,769,6842024

Highlighted filing

2022

Revenue$10,093,105
Expenses$1,720,281
Net Income$8,372,824
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Aug 14, 2023
Return Version
2021v4.2
Gross Receipts
$10,093,105
Mission and Program Overview

Mission

Upswing foundation's mission is to catapult dreams and connect people, specifically by (i) providing first-rate resources & opportunities to underserved youth. (ii) unifying diverse communities via education, whimsy & gathering. (iii) building & maintaining sports facility that empowers & inspires all. (iv) supporting other nonprofit and foreign organizations that align both in mission and application of foundation's aim.

Upswing foundation's mission is to catapult dreams and connect people, specifically by (i) providing first-rate resources & opportunities to underserved youth. (ii) unifying diverse communities via education, whimsy & gathering (mtn retreat home). (iii) building & maintaining sports facility that empowers & inspires all. (iv) supporting other nonprofit and foreign organizations that align both in mission and application of foundation's aim.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$21,769,886$20,844,329▼ $925,557
Investments Other Securities-$4,374,276-
Other Notes and Loans Receivable, Net$0$2,680,000▲ $2,680,000
Land, Buildings, and Equipment, Net$0$2,315,450▲ $2,315,450
Cash and Non-Interest-Bearing Accounts$146,365$144,541▼ $1,824
Prepaid Expenses and Deferred Charges$0$51,069▲ $51,069
Total Assets$22,166,251$30,631,775▲ $8,465,524
Other Assets Total$250,000$222,110▼ $27,890
Liabilities
Accounts Payable and Accrued Expenses$2,072$85,360▲ $83,288
Other Liabilities$0$9,412▲ $9,412
Total Liabilities$2,072$94,772▲ $92,700
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$22,164,179$30,537,003▲ $8,372,824
Total Net Assets Fund Balance$22,164,179$30,537,003▲ $8,372,824
Total Liabilities and Net Assets / Fund Balance$22,166,251$30,631,775▲ $8,465,524

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,527,524$43,643$1,571,167
Land$773,859-$773,859
Other Land Buildings$14,067$1,901$15,968
Other Securities$1,169,388--
Compensation and Service Providers
Top Officer Pay9th percentile

Board Members and Trustees

NameTitle
Harmony MyersPresident
Harold AndrewsDirector
Suzanne AndrewsDirector
Jason MyersSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$9,150,000
Program Service Revenue
$0
Investment Income
$943,105
Other Revenue
$0
All Other Contributions
$9,150,000
Change in Net Assets
$8,372,824
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,124,779
Other Expenses$340,807
Salaries, Compensation, and Employee Benefits$254,695
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,124,779--$1,124,779
Other Salaries and Wages$236,523--$236,523
Fees for Services Other$156,500$70-$156,570
Depreciation Depletion$45,544--$45,544
Fees for Services Legal-$32,381-$32,381
Occupancy$31,717--$31,717
Fees for Services Accounting-$23,902-$23,902
Advertising$22,499$410-$22,909
Payroll Taxes$18,172--$18,172
Insurance$6,784$3,124-$9,908
Office Expenses$2,193$2,216-$4,409
Travel$2,777--$2,777
Conferences and Meetings$386--$386
Other Expenses$867$122-$122
Total Functional Expenses$1,657,939$62,342$0$1,720,281
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Hope Haven Charitable TrustSedalia, CO501(c)(3)Construction of Secondary School in Rwanda$1,059,498
Leukemia and Lymphoma Society IncRye Brook, NY501(c)(3)General Support$50,000
Girls Incorporated of Metro DenverDenver, CO501(c)(3)General Support$10,100
Love DoesSan Diego, CA501(c)(3)General Support$5,181
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Direct Deposits Payable$9,412
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
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, Part VI, Section A, Line 2

“Jason myers and harmony myers are related.”

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

“The form 990 for upswing foundation is prepared by an outside accounting firm and reviewed internally by the foundation team. A complete copy of the form 990 is provided to the board of directors upon filing of the return with the internal revenue service.”

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

“The conflict of interest policy will be enforced by (i) ensuring each director, officer and board delegated power annually sign a statement affirming receipt and compliance with policy (ii) a semi-annual review will be conducted by a committee appointed by the governing board and (iii) a periodic review conducted by an outside agency.”

Form 990, Part VI, Section B, Line 15B

“Compensation arrangements are based on information about compensation paid by similarly situated taxable or tax-exempt organizations for similar services, current compensation surveys compiled by independent firms, or actual written offers from similarly situated organizations.”

Form 990, Part VI, Section C, Line 19

“Organization makes its governing documents and financial statements available to general public upon request.”

Filing and Contact Details

Filer

Filer Name
Upswing Foundation
EIN
85-3622275
Phone
3038927214
Address
1746 COLE BLVD BUILDING 21 STE 30, LAKEWOOD, CO 80401

Signing Officer

Name
Harmony Myers
Title
President
Phone
3038927214
Signed
2023-08-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Harmony Myers
Formed
2020
Legal Domicile
Co
Voting Board Members
4
Independent Board Members
4
Employees
1
Volunteers
4

Preparer

Firm
Rubinbrown Llp
Address
1900 16TH STREET SUITE 1700, DENVER, CO 80202
Preparer
Kimberly a Ryan
Phone
3036981883
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IRS990ScheduleD/OtherSecuritiesGrp/Desc17P US PARTNERS LP
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02315450
IRS990ScheduleD/TotalBookValueSecuritiesAmt04374276
IRS990ScheduleD/TotalLiabilityAmt09412
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt01059498
IRS990ScheduleI/RecipientTable/CashGrantAmt110100
IRS990ScheduleI/RecipientTable/CashGrantAmt250000
IRS990ScheduleI/RecipientTable/CashGrantAmt35181
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CONSTRUCTION OF SECONDARY SCHOOL IN RWANDA
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0HOPE HAVEN CHARITABLE TRUST
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1GIRLS INCORPORATED OF METRO DENVER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2LEUKEMIA AND LYMPHOMA SOCIETY INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3LOVE DOES
IRS990ScheduleI/RecipientTable/RecipientEIN0453066179
IRS990ScheduleI/RecipientTable/RecipientEIN1742277668
IRS990ScheduleI/RecipientTable/RecipientEIN2135644916
IRS990ScheduleI/RecipientTable/RecipientEIN3850417128
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02417 N PERRY PARK RD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11499 JULIAN ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt23 INTERNATIONAL DR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3PO BOX 60370
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SEDALIA
IRS990ScheduleI/RecipientTable/USAddress/CityNm1DENVER
IRS990ScheduleI/RecipientTable/USAddress/CityNm2RYE BROOK
IRS990ScheduleI/RecipientTable/USAddress/CityNm3SAN DIEGO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd080135
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd180204
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd210573
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd392166
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0FOR GRANTS, THERE IS A COMMITTEE OF THE FOUNDATION THAT WORKS THROUGH DUE DILIGENCE, APPLICATION REVIEW AND SELECTION OF GRANTEES. THE FOUNDATION GENERALLY HAS A ONE-TIME GRANT POLICY PER ORGANIZATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt04
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JASON MYERS AND HARMONY MYERS ARE RELATED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 FOR UPSWING FOUNDATION IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND REVIEWED INTERNALLY BY THE FOUNDATION TEAM. A COMPLETE COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS UPON FILING OF THE RETURN WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CONFLICT OF INTEREST POLICY WILL BE ENFORCED BY (I) ENSURING EACH DIRECTOR, OFFICER AND BOARD DELEGATED POWER ANNUALLY SIGN A STATEMENT AFFIRMING RECEIPT AND COMPLIANCE WITH POLICY (II) A SEMI-ANNUAL REVIEW WILL BE CONDUCTED BY A COMMITTEE APPOINTED BY THE GOVERNING BOARD AND (III) A PERIODIC REVIEW CONDUCTED BY AN OUTSIDE AGENCY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION ARRANGEMENTS ARE BASED ON INFORMATION ABOUT COMPENSATION PAID BY SIMILARLY SITUATED TAXABLE OR TAX-EXEMPT ORGANIZATIONS FOR SIMILAR SERVICES, CURRENT COMPENSATION SURVEYS COMPILED BY INDEPENDENT FIRMS, OR ACTUAL WRITTEN OFFERS FROM SIMILARLY SITUATED ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO GENERAL PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt022166251
IRS990/TotalAssetsEOYAmt030631775
IRS990/TotalAssetsGrp/BOYAmt022166251
IRS990/TotalAssetsGrp/EOYAmt030631775
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt09150000
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt062342
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01657939
IRS990/TotalFunctionalExpensesGrp/TotalAmt01720281
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02072
IRS990/TotalLiabilitiesEOYAmt094772
IRS990/TotalLiabilitiesGrp/BOYAmt02072
IRS990/TotalLiabilitiesGrp/EOYAmt094772
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt022164179
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt030537003
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01657939
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0943105
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt010093105
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt022166251
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt030631775
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt02777
IRS990/TravelGrp/TotalAmt02777
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01746 COLE BLVD BUILDING 21 STE 300
IRS990/USAddress/CityNm0LAKEWOOD
IRS990/USAddress/StateAbbreviationCd0CO
IRS990/USAddress/ZIPCd080401
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0UPSWINGFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HARMONY MYERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03038927214
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPSWING FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0UPSW
ReturnHeader/Filer/EIN0853622275
ReturnHeader/Filer/PhoneNum03038927214
ReturnHeader/Filer/USAddress/AddressLine1Txt01746 COLE BLVD BUILDING 21 STE 30
ReturnHeader/Filer/USAddress/CityNm0LAKEWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080401
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0430765316
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RUBINBROWN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01900 16TH STREET SUITE 1700

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Filings

Displayed year

2022 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$30,631,775
Liabilities
$94,772
Net assets
$30,537,003
Revenue
$10,093,105
Expenses
$1,720,281
Net income
$8,372,824
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.8$1.46$27.3$1.01$2.78$1.77
2023Summary only. Only limited summary data is available for this year.$29.4$0.28$29.1$0.92$1.83$0.91
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.6$0.09$30.5$10.1$1.72$8.37