Civic Intelligence

Uplift Community Foundation

990 • Fiscal year 2023 • EIN 87-3546281

Oct 01, 2022 to Sep 30, 2023 • Filed on Feb 08, 2024

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.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

55th percentile

6.5%

Higher net margin than 55% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

85th percentile

35%

Faster asset growth than 85% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

1st percentile

-88%

Faster revenue growth than 1% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Flat

$2,703,608

Flat from 2023

Net Assets

Flat

$2,703,608

Flat from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Flat

$296,552

Flat from 2023

Expenses

Flat

$277,215

Flat from 2023

Net Income

Flat

$19,337

Flat from 2023

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 2023: $2,703,608Liabilities 2023: $0Net Assets 2023: $2,703,6082023Assets 2025: $1,824,353Liabilities 2025: $0Net Assets 2025: $1,824,3532025

Highlighted filing

2023

Assets$2,703,608
Liabilities$0
Net Assets$2,703,608

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 2023: $296,552Expenses 2023: $277,215Net Income 2023: $19,3372023Revenue 2025: $32,657Expenses 2025: $41,944Net Income 2025: -$9,2872025

Highlighted filing

2023

Revenue$296,552
Expenses$277,215
Net Income$19,337
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Feb 8, 2024
Return Version
2022v5.0
Gross Receipts
$296,552
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$2,003,137$2,703,608▲ $700,471
Investments in Publicly Traded Securities$754,600$1,682,100▲ $927,500
Savings and Temporary Cash Investments$1,107,662$916,837▼ $190,825
Cash and Non-Interest-Bearing Accounts$140,875$83,195▼ $57,680
Land, Buildings, and Equipment, Net$0$21,476▲ $21,476
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,003,137$2,703,608▲ $700,471
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,003,137$2,703,608▲ $700,471
Total Liabilities and Net Assets / Fund Balance$2,003,137$2,703,608▲ $700,471

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$21,476$741$22,217
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$247,300
Program Service Revenue
$0
Investment Income
$49,252
Other Revenue
$0
All Other Contributions
$247,300
Change in Net Assets
$19,337

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 Traded2$246,300Fair Market Value
Total Noncash Contributions2$246,300-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$277,215
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$100,921--$100,921
Occupancy$55,853$2,851-$58,704
Fees for Services Accounting-$29,366-$29,366
Travel$19,986$2-$19,988
Office Expenses$2,167$8,017-$10,184
Insurance$302$3,059-$3,361
Fees for Services Legal-$2,233-$2,233
Other Expenses$385$1,494-$1,879
All Other Expenses$1,429$79-$1,508
Information Technology$40$1,084-$1,124
Depreciation Depletion$741--$741
Advertising-$234-$234
Total Functional Expenses$226,166$51,049$0$277,215
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, 2023, 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
2024-02-08
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 100,921. Management and general expenses 0. Fundraising expenses 0. Total expenses 100,921.

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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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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, 2023, 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 100,921. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 100,921.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
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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
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02003137
IRS990/TotalAssetsEOYAmt02703608
IRS990/TotalAssetsGrp/BOYAmt02003137
IRS990/TotalAssetsGrp/EOYAmt02703608
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0247300
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt051049
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0226166
IRS990/TotalFunctionalExpensesGrp/TotalAmt0277215
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02003137
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02703608
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0226166
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt049252
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0296552
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt02
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02003137
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02703608
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt02
IRS990/TravelGrp/ProgramServicesAmt019986
IRS990/TravelGrp/TotalAmt019988
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0195 PAGE MILL ROAD 115
IRS990/USAddress/CityNm0PALO ALTO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094306
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0WWW.UPLIFT-COMMUNITY.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LOURDES NICOLE ANGCO GILBERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06503946012
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPLIFT COMMUNITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0UPLI
ReturnHeader/Filer/EIN0873546281
ReturnHeader/Filer/PhoneNum06503946012
ReturnHeader/Filer/USAddress/AddressLine1Txt0195 PAGE MILL ROAD 115
ReturnHeader/Filer/USAddress/CityNm0PALO ALTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094306
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
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/PreparationDt02024-02-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MEGAN R RYAN
ReturnHeader/ReturnTs02024-02-13T11:39:35-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LOURDES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NICOLE ANGCO GILBERT
ReturnHeader/TaxPeriodBeginDt02022-10-01
ReturnHeader/TaxPeriodEndDt02023-09-30
ReturnHeader/TaxYr02022

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