Civic Intelligence

Uplift Community Fund

990EZ • Fiscal year 2023 • EIN 86-2596693

Jan 01, 2023 to Dec 31, 2023 • Filed on May 15, 2024

Organization Profile
2066 The AlamedaSan Jose, CA 95126

(415) 987-8025

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

93rd percentile

59%

Higher net margin than 93% 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

96th percentile

211%

Faster asset growth than 96% of similar nonprofits.

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

Revenue Growth

86th percentile

71%

Faster revenue growth than 86% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$70,380

Up $47,730 (+211%) from 2022

Net Assets

Up

$70,380

Up $47,730 (+211%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin93rd percentile

Revenue

Up

$81,000

Up $33,500 (+71%) from 2022

Expenses

Down

$33,270

Down $44,730 (-57%) from 2022

Net Income

Up

$47,730

Up $78,230 (+256%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$100K$50K$0Assets 2021: $53,150Liabilities 2021: $0Net Assets 2021: $53,1502021Assets 2022: $22,650Liabilities 2022: $0Net Assets 2022: $22,6502022Assets 2023: $70,380Liabilities 2023: $0Net Assets 2023: $70,3802023Assets 2024: $83,123Liabilities 2024: $0Net Assets 2024: $83,1232024

Highlighted filing

2023

Assets$70,380
Liabilities$0
Net Assets$70,380
Open 2023 Filing

Operations Trend

Revenue Growth86th percentile

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

$100K$50K$0-$50KRevenue 2021: $53,219Expenses 2021: $69Net Income 2021: $53,1502021Revenue 2022: $47,500Expenses 2022: $78,000Net Income 2022: -$30,5002022Revenue 2023: $81,000Expenses 2023: $33,270Net Income 2023: $47,7302023Revenue 2024: $75,000Expenses 2024: $62,257Net Income 2024: $12,7432024

Highlighted filing

2023

Revenue$81,000
Expenses$33,270
Net Income$47,730
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 15, 2024
Return Version
2023v5.1
Gross Receipts
$81,000
Mission and Program Overview

Mission

Investing in communities through educati

Program Services

DescriptionGrantsExpenses
INVESTING IN COMMUNITIES THROUGH EDUCATION IN CALIFORNIA.--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROLANDO BONILLAPresidentPT$0--
PERLA RODRIGUEZTreasurerPT$0--
DIEGO BARRAGANDirector-$0--
FATIMA RODRIGUEZDirector-$0--
Filing and Contact Details

Filer

Filer Name
Uplift Community Fund
EIN
86-2596693
Address
2066 THE ALAMEDA, SAN JOSE, CA 95126

Signing Officer

Name
Perla Rodriguez
Title
Treasurer
Phone
4159878025
Signed
2024-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Chiang and Youngberg Llp
Address
2007 W HEDDING ST SUITE 209, SAN JOSE, CA 95128
Preparer
Jonathan Youngberg CPA
Phone
4082442002
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountstrategic support services 20,000donations 2,500scholarship donation 4,750crowdfunding projects 5,020”

Raw XML Appendix140 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0PERLA RODRIGUEZ
IRS990EZ/BooksInCareOfDetail/PhoneNum04159878025
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02066 THE ALAMEDA
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN JOSE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0951262222
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt022650
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt070380
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt081000
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt047730
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01000
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt022650
IRS990EZ/Form990TotalAssetsGrp/EOYAmt070380
IRS990EZ/GrossReceiptsAmt081000
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt022650
IRS990EZ/NetAssetsOrFundBalancesEOYAmt070380
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt022650
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt070380
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROLANDO BONILLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PERLA RODRIGUEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DIEGO BARRAGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3FATIMA RODRIGUEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt032270
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0INVESTING IN COMMUNITIES THROUGH EDUCATI
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0INVESTING IN COMMUNITIES THROUGH EDUCATION IN CALIFORNIA.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt033270
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt081000
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt081000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt047500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt053219
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0181719
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0181719
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt081000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt047500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt053219
IRS990ScheduleA/Total509Grp/TotalAmt0181719
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt081000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt047500
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt053219
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0181719
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTSTRATEGIC SUPPORT SERVICES 20,000DONATIONS 2,500SCHOLARSHIP DONATION 4,750CROWDFUNDING PROJECTS 5,020
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PERLA RODRIGUEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04159878025
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPLIFT COMMUNITY FUND
ReturnHeader/Filer/BusinessNameControlTxt0UPLI
ReturnHeader/Filer/EIN0862596693
ReturnHeader/Filer/USAddress/AddressLine1Txt02066 THE ALAMEDA
ReturnHeader/Filer/USAddress/CityNm0SAN JOSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095126
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461538069
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHIANG AND YOUNGBERG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02007 W HEDDING ST SUITE 209
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN JOSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095128
ReturnHeader/PreparerPersonGrp/PhoneNum04082442002
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JONATHAN YOUNGBERG CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-07T13:36:24-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$70,380
Liabilities
$0
Net assets
$70,380
Revenue
$81,000
Expenses
$33,270
Net income
$47,730
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$83.1$0.00$83.1$75.0$62.3$12.7
2023Detailed filing. Detailed filing data is available for this year.$70.4$0.00$70.4$81.0$33.3$47.7
2022Detailed filing. Detailed filing data is available for this year.$22.7$0.00$22.7$47.5$78.0$30.5
2021Detailed filing. Detailed filing data is available for this year.$53.2$0.00$53.2$53.2$0.07$53.2