Civic Intelligence

Upward Notes Inc

EIN 87-3945087 • 501(c)3 • Sarasota, FL

Profile

Music belongs to everyone. Upward notes is natalies organization that spreads the joy and benefits of music outside of the concert hall and througout the community. Currently based in the sarasota florida area, you can find her and her colleagues performing in all manner of spaces from homeless shelters to assisted living facilities to animal shelters. Upward notes is a volunteer based organization since giving back is an integral part of natalies musical mission.

3904 Lakeside Road 174Sarasota, FL 34232

www.upwardnotes.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

91st percentile

55%

Higher net margin than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

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

Source year 2024

Revenue Growth

Score unavailable

No value available

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

Source year 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$67,395

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$67,395

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin91st percentile

Revenue

$81,349

No earlier filing loaded for comparison.

Expenses

$36,404

No earlier filing loaded for comparison.

Net Income

$44,945

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2024: $67,395Net Assets 2024: $67,3952024

Highlighted filing

2024

Assets$67,395
Liabilities-
Net Assets$67,395
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0Revenue 2024: $81,349Expenses 2024: $36,404Net Income 2024: $44,9452024

Highlighted filing

2024

Revenue$81,349
Expenses$36,404
Net Income$44,945
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$67,395
Liabilities
-
Net assets
$67,395
Revenue
$81,349
Expenses
$36,404
Net income
$44,945
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$67.4$67.4$81.3$36.4$44.9
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 15, 2025
Return Version
2024v5.0
Gross Receipts
$81,349
Mission and Program Overview

Mission

Music belongs to everyone. Upward notes is natalies organization that spreads the joy and benefits of music outside of the concert hall and througout the community. Currently based in the sarasota florida area, you can find her and her colleagues performing in all manner of spaces from homeless shelters to assisted living facilities to animal shelters. Upward notes is a volunteer based organization since giving back is an integral part of natalies musical mission.

Program Services

DescriptionGrantsExpenses
MUSIC PERFORMANCE AND EDUCATION FOR UNDER SERVED MEMBERS OF OUR COMMUNITY-$36,404
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NATALIE HELMDirectorPT$0--
STEPHEN FRANCHERDirector-$0--
JUAN JARAMILLODirector-$0--
JOHN MILLERDirector-$0--
BHARAT CHANDRADirector-$0--
Filing and Contact Details

Filer

Filer Name
Upward Notes Inc
EIN
87-3945087
Phone
5026483854
Address
3904 LAKESIDE ROAD 174, SARASOTA, FL 34232

Signing Officer

Name
Natalie Helm
Title
Director
Phone
5026483854
Signed
2025-06-15

Preparer

Firm
Mercurio & Maxwell Cpas LLC
Address
713 S ORANGE AVE, SARASOTA, FL 34236
Preparer
Jody Maxwell
Phone
9417064632
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses 1,201 2,242 performance 13,551 supplies 9,607 total 26,601”

Form 990-ez, Part III

“Music belongs to everyone. Upward notes is natalies organization that spreads the joy and benefits of music outside of the concert hall and througout the community. Currently based in the sarasota florida area, you can find her and her colleagues performing in all manner of spaces from homeless shelters to assisted living facilities to animal shelters. Upward notes is a volunteer based organization since giving back is an integral part of natalies musical mission.”

Raw XML Appendix134 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES 1,201 2,242 PERFORMANCE 13,551 SUPPLIES 9,607 TOTAL 26,601
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MUSIC BELONGS TO EVERYONE. UPWARD NOTES IS NATALIES ORGANIZATION THAT SPREADS THE JOY AND BENEFITS OF MUSIC OUTSIDE OF THE CONCERT HALL AND THROUGOUT THE COMMUNITY. CURRENTLY BASED IN THE SARASOTA FLORIDA AREA, YOU CAN FIND HER AND HER COLLEAGUES PERFORMING IN ALL MANNER OF SPACES FROM HOMELESS SHELTERS TO ASSISTED LIVING FACILITIES TO ANIMAL SHELTERS. UPWARD NOTES IS A VOLUNTEER BASED ORGANIZATION SINCE GIVING BACK IS AN INTEGRAL PART OF NATALIES MUSICAL MISSION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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