Civic Intelligence

Uplift Community Foundation

990 • Fiscal year 2024 • EIN 87-3546281

Oct 01, 2023 to Sep 30, 2024 • Filed on Feb 05, 2025

195 Page Mill Road Ste 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

18th percentile

0.00x

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

18th percentile

0.00x

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

1st percentile

-437%

Higher net margin than 1% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

3rd percentile

-43%

Faster asset growth than 3% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

1st percentile

-85%

Faster revenue growth than 1% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$1,544,997

Down $1,158,611 (-43%) from 2023

Net Assets

Down

$1,544,997

Down $1,158,611 (-43%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Down

$43,765

Down $252,787 (-85%) from 2023

Expenses

Down

$234,820

Down $42,395 (-15%) from 2023

Net Income

Down

-$191,055

Down $210,392 (-1088%) 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 2024: $1,544,997Liabilities 2024: $0Net Assets 2024: $1,544,9972024Assets 2025: $1,824,353Liabilities 2025: $0Net Assets 2025: $1,824,3532025

Highlighted filing

2024

Assets$1,544,997
Liabilities$0
Net Assets$1,544,997

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 2024: $43,765Expenses 2024: $234,820Net Income 2024: -$191,0552024Revenue 2025: $32,657Expenses 2025: $41,944Net Income 2025: -$9,2872025

Highlighted filing

2024

Revenue$43,765
Expenses$234,820
Net Income-$191,055
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Feb 5, 2025
Return Version
2023v6.0
Gross Receipts
$43,765
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$2,703,608$1,544,997▼ $1,158,611
Investments in Publicly Traded Securities$1,682,100$714,600▼ $967,500
Savings and Temporary Cash Investments$916,837$708,725▼ $208,112
Cash and Non-Interest-Bearing Accounts$83,195$102,417▲ $19,222
Land, Buildings, and Equipment, Net$21,476$19,255▼ $2,221
Total Assets$2,703,608$1,544,997▼ $1,158,611
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,703,608$1,544,997▼ $1,158,611
Total Liabilities and Net Assets / Fund Balance$2,703,608$1,544,997▼ $1,158,611

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$19,255$2,962$22,217
Compensation and Service Providers

Board Members and Trustees

NameTitle
Lourdes N Angco GilbertPresident
Revenue and Support

Revenue Composition

Contributions and Grants
$80
Program Service Revenue
$0
Investment Income
$43,685
Other Revenue
$0
Change in Net Assets
$-191,055
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$184,820
Grants and Similar Amounts Paid$50,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$76,651--$76,651
Grants to Domestic Orgs$50,000--$50,000
Occupancy$39,560$2,040-$41,600
Fees for Services Accounting-$27,697-$27,697
Travel$8,866--$8,866
Office Expenses$1,372$5,162-$6,534
Insurance$527$5,336-$5,863
Depreciation Depletion$2,222--$2,222
Fees for Services Legal-$477-$477
All Other Expenses-$468-$468
Other Expenses$5,083$384-$384
Advertising-$200-$200
Information Technology-$55-$55
Total Functional Expenses$188,370$46,450$0$234,820
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
EqualaiWashington, DC501c6To Support the Nonprofits Mission$50,000
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
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

Members or stockholder classes and rights Part VI line 6

(a) the exclusive right to elect any director and to set the number ofauthorized 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 ofall 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 theextent 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 presentedto the members for a vote, pursuant to this corporations certificate ofincorporation, bylaws, or action of the board of directors, or by operationof law.

Member election for additional members Part VI line 7A

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

Governing body decisions Part VI 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; andthe right to amend or repeal of the bylaws.

Committee meeting documentation Part VI line 8B

During the year ended septemeber 30, 2024, the organization did not haveany committees.

Form 990 governing body review Part VI line 11

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

Conflict of interest policy compliance Part VI 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.

Governing documents etc available to public Part VI 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
Address
195 PAGE MILL ROAD STE 115, PALO ALTO, CA 94306

Signing Officer

Name
Lourdes N Angco Gilbert
Title
President
Phone
6503946012
Signed
2025-02-05
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Rosen Weissman Gerardo Coberly CPAs
Address
3709 W Jetton Ave Suite 203, Tampa, FL 33629
Preparer
Martina C Woerner CPA
Phone
8132880434
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

Education - $403personal care - $71medical - $1,631resident allowance - $1,460team building - $30unity events - $1,434sober angels - $40contract labor - $71,582

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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/ExplanationTxt0(A) THE EXCLUSIVE RIGHT TO ELECT ANY DIRECTOR AND TO SET THE NUMBER OFAUTHORIZED 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 OFALL 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 THEEXTENT 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 PRESENTEDTO THE MEMBERS FOR A VOTE, PURSUANT TO THIS CORPORATIONS CERTIFICATE OFINCORPORATION, BYLAWS, OR ACTION OF THE BOARD OF DIRECTORS, OR BY OPERATIONOF LAW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEMBER(S) OF THE ORGANIZATION HAVE THE EXCLUSIVE RIGHT TO ELECT ANYDIRECTOR AND TO SET THE NUMBER OF AUTHORIZED DIRECTORS; THE MEMBER(S) ALSOMAY 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; ANDTHE RIGHT TO AMEND OR REPEAL OF THE BYLAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DURING THE YEAR ENDED SEPTEMEBER 30, 2024, THE ORGANIZATION DID NOT HAVEANY COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990 IS DISTRIBUTED TO THE BOARD FOR REVIEW BEFORE FILING WITH THEINTERNAL 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/ExplanationTxt7EDUCATION - $403PERSONAL CARE - $71MEDICAL - $1,631RESIDENT ALLOWANCE - $1,460TEAM BUILDING - $30UNITY EVENTS - $1,434SOBER ANGELS - $40CONTRACT LABOR - $71,582
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Committee meeting documentation Part VI line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7List of other fees for services expenses Part IX line 11g
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IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0188370
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt043685
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt043765
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt02
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02703608
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01544997
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt08866
IRS990/TravelGrp/TotalAmt08866
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0WWW.UPLIFT-COMMUNITY.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LOURDES N ANGCO GILBERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06503946012
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPLIFT COMMUNITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0UPLI
ReturnHeader/Filer/EIN0873546281
ReturnHeader/Filer/USAddress/AddressLine1Txt0195 PAGE MILL ROAD STE 115
ReturnHeader/Filer/USAddress/CityNm0PALO ALTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094306
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453939024
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rosen Weissman Gerardo Coberly CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03709 W Jetton Ave Suite 203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tampa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033629
ReturnHeader/PreparerPersonGrp/PhoneNum08132880434
ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Martina C Woerner CPA
ReturnHeader/ReturnTs02025-02-10T10:01:22-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

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