Civic Intelligence

Uplift Community Foundation

990 • Fiscal year 2022 • EIN 87-3546281

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

195 Page Mill Road 115Palo Alto, CA 94306

(650) 394-6012

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

99th percentile

99%

Higher net margin than 99% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2022 filings • 501(c)3 • $1M-$5M 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

Assets

$2,003,137

No earlier filing loaded for comparison.

Net Assets

$2,003,137

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$2,397,644

No earlier filing loaded for comparison.

Expenses

$21,108

No earlier filing loaded for comparison.

Net Income

$2,376,536

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2022: $2,003,137Liabilities 2022: $0Net Assets 2022: $2,003,1372022Assets 2023: $2,703,608Liabilities 2023: $0Net Assets 2023: $2,703,6082023Assets 2025: $1,824,353Liabilities 2025: $0Net Assets 2025: $1,824,3532025

Highlighted filing

2022

Assets$2,003,137
Liabilities$0
Net Assets$2,003,137

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2022: $2,397,644Expenses 2022: $21,108Net Income 2022: $2,376,5362022Revenue 2023: $296,552Expenses 2023: $277,215Net Income 2023: $19,3372023Revenue 2025: $32,657Expenses 2025: $41,944Net Income 2025: -$9,2872025

Highlighted filing

2022

Revenue$2,397,644
Expenses$21,108
Net Income$2,376,536
Jump To
Filing Snapshot
Filing Period
Nov 1, 2021 to Sep 30, 2022
Signed
Aug 30, 2023
Return Version
2021v4.2
Gross Receipts
$4,070,244
Mission and Program Overview

Mission

Help the least fortunate members of society find a path toward healthy, productive, and sustainable living.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$0$2,003,137▲ $2,003,137
Savings and Temporary Cash Investments-$1,107,662-
Investments in Publicly Traded Securities-$754,600-
Cash and Non-Interest-Bearing Accounts-$140,875-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$0$2,003,137▲ $2,003,137
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$2,003,137▲ $2,003,137
Total Liabilities and Net Assets / Fund Balance$0$2,003,137▲ $2,003,137
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$2,800,600
Program Service Revenue
$0
Investment Income
$-402,956
Other Revenue
$0
All Other Contributions
$2,800,600
Change in Net Assets
$2,376,536

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded10$2,800,600Fair Market Value
Total Noncash Contributions10$2,800,600-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$21,108
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$19,906$93-$19,999
Fees for Services Legal-$820-$820
Office Expenses-$221-$221
Information Technology-$68-$68
Total Functional Expenses$19,906$1,202$0$21,108
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
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The member(s) of the organization have the following rights: (a) the exclusive right to elect any director and to set the number of authorized directors; (b) the exclusive right to remove a director, with or without cause; (c) the right to vote on any sale, lease, transfer, or other disposition of all or substantially all of the assets or properties of this corporation; (d) the right to vote on any merger of this corporation, but only to the extent required by the delaware general corporation law; (e) the right to vote on dissolution of this corporation; (f) the right to amend or repeal of these bylaws; (g) the right to vote on any other matters that may properly be presented to the members for a vote, pursuant to this corporation's certificate of incorporation, bylaws, or action of the board of directors, or by operation of law.

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

The member(s) of the organization have the exclusive right to elect any director and to set the number of authorized directors; the member(s) also may remove a director, with or without cause.

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

The member(s) of the organization have the right to vote on any merger of this corporation, but only to the extent required by the delaware general corporation law; the right to vote on dissolution of this corporation; and the right to amend or repeal of the bylaws.

Form 990, Part VI, Section A, Line 8B

During the year ended septemeber 30, 2022, the organization did not have any committees.

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

Form 990 is distributed to the board for review before filing with the internal revenue service.

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

Annual disclosure form requirements for all officers, directors, trustees, and key employees. Review and evaluation of said forms and systematic documentation in internal servers.

Form 990, Part VI, Section C, Line 19

The organization does not make its governing documents, conflict of interest policy, or financial statements available to the public.

Filing and Contact Details

Filer

Filer Name
Uplift Community Foundation
EIN
87-3546281
Phone
6503946012
Address
195 PAGE MILL ROAD 115, PALO ALTO, CA 94306

Signing Officer

Name
Lourdes Nicole Angco Gilbert
Title
President
Phone
6503946012
Signed
2023-08-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lourdes Nicole Angco Gilb
Formed
2021
Legal Domicile
De
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
2

Preparer

Firm
Clark Nuber Ps
Address
10900 NE 4TH ST STE 1400, BELLEVUE, WA 98004
Preparer
Megan R Ryan
Phone
4254544919
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Contract labor: program service expenses 19,906. Management and general expenses 0. Fundraising expenses 0. Total expenses 19,906. Other professional services: program service expenses 0. Management and general expenses 93. Fundraising expenses 0. Total expenses 93.

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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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE 2021 COLUMN REFLECTS THE ORGANIZATION'S INITIAL, SHORT YEAR BEGINNING ON NOVEMBER 1, 2021 AND ENDING SEPTEMBER 30, 2022.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MEMBER(S) OF THE ORGANIZATION HAVE THE FOLLOWING RIGHTS: (A) THE EXCLUSIVE RIGHT TO ELECT ANY DIRECTOR AND TO SET THE NUMBER OF AUTHORIZED DIRECTORS; (B) THE EXCLUSIVE RIGHT TO REMOVE A DIRECTOR, WITH OR WITHOUT CAUSE; (C) THE RIGHT TO VOTE ON ANY SALE, LEASE, TRANSFER, OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OR PROPERTIES OF THIS CORPORATION; (D) THE RIGHT TO VOTE ON ANY MERGER OF THIS CORPORATION, BUT ONLY TO THE EXTENT REQUIRED BY THE DELAWARE GENERAL CORPORATION LAW; (E) THE RIGHT TO VOTE ON DISSOLUTION OF THIS CORPORATION; (F) THE RIGHT TO AMEND OR REPEAL OF THESE BYLAWS; (G) THE RIGHT TO VOTE ON ANY OTHER MATTERS THAT MAY PROPERLY BE PRESENTED TO THE MEMBERS FOR A VOTE, PURSUANT TO THIS CORPORATION'S CERTIFICATE OF INCORPORATION, BYLAWS, OR ACTION OF THE BOARD OF DIRECTORS, OR BY OPERATION OF LAW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEMBER(S) OF THE ORGANIZATION HAVE THE EXCLUSIVE RIGHT TO ELECT ANY DIRECTOR AND TO SET THE NUMBER OF AUTHORIZED DIRECTORS; THE MEMBER(S) ALSO MAY REMOVE A DIRECTOR, WITH OR WITHOUT CAUSE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MEMBER(S) OF THE ORGANIZATION HAVE THE RIGHT TO VOTE ON ANY MERGER OF THIS CORPORATION, BUT ONLY TO THE EXTENT REQUIRED BY THE DELAWARE GENERAL CORPORATION LAW; THE RIGHT TO VOTE ON DISSOLUTION OF THIS CORPORATION; AND THE RIGHT TO AMEND OR REPEAL OF THE BYLAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DURING THE YEAR ENDED SEPTEMEBER 30, 2022, THE ORGANIZATION DID NOT HAVE ANY COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990 IS DISTRIBUTED TO THE BOARD FOR REVIEW BEFORE FILING WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ANNUAL DISCLOSURE FORM REQUIREMENTS FOR ALL OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES. REVIEW AND EVALUATION OF SAID FORMS AND SYSTEMATIC DOCUMENTATION IN INTERNAL SERVERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CONTRACT LABOR: PROGRAM SERVICE EXPENSES 19,906. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,906. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 93. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 93.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART IX, LINE 11G
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911194016
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLARK NUBER PS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010900 NE 4TH ST STE 1400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BELLEVUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098004
ReturnHeader/PreparerPersonGrp/PhoneNum04254544919
ReturnHeader/PreparerPersonGrp/PreparationDt02023-08-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MEGAN R RYAN
ReturnHeader/ReturnTs02023-08-31T12:21:58-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LOURDES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NICOLE ANGCO GILBERT
ReturnHeader/TaxPeriodBeginDt02021-11-01
ReturnHeader/TaxPeriodEndDt02022-09-30
ReturnHeader/TaxYr02021

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