Civic Intelligence

Upward Notes Inc.

990EZ • Fiscal year 2024 • EIN 87-3945087

Jan 01, 2024 to Dec 31, 2024 • Filed on Jun 15, 2025

Organization ProfileWWW.UPWARDNOTES.COM
3904 Lakeside Road 174Sarasota, FL 34232

(502) 648-3854

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2024

Net Margin

92nd percentile

55%

Higher net margin than 92% of similar nonprofits.

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

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 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.

Net Assets

$67,395

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin92nd 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.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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 across loaded years, with this 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
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 Pay79th 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0NATALIE HELM
IRS990EZ/BooksInCareOfDetail/PhoneNum05026483854
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03904 LAKESIDE ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0174
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SARASOTA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
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IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt067395
IRS990EZ/OccupancyRentUtltsAndMaintAmt07263
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NATALIE HELM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEPHEN FRANCHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JUAN JARAMILLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOHN MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BHARAT CHANDRA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt026601
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MUSIC 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MUSIC PERFORMANCE AND EDUCATION FOR UNDER SERVED MEMBERS OF OUR COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt036404
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt036404
IRS990EZ/TotalProgramServiceExpensesAmt036404
IRS990EZ/TotalRevenueAmt081349
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.UPWARDNOTES.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt081349
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt020274
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02750
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0104373
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0104373
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt081349
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt020274
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02750
IRS990ScheduleA/Total509Grp/TotalAmt0104373
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt081349
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt020274
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02750
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0104373
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/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
ReturnHeader/BusinessOfficerGrp/PersonNm0NATALIE HELM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05026483854
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPWARD NOTES INC
ReturnHeader/Filer/BusinessNameControlTxt0UPWA
ReturnHeader/Filer/EIN0873945087
ReturnHeader/Filer/PhoneNum05026483854
ReturnHeader/Filer/USAddress/AddressLine1Txt03904 LAKESIDE ROAD 174
ReturnHeader/Filer/USAddress/CityNm0SARASOTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034232
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260757578
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MERCURIO & MAXWELL CPAS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0713 S ORANGE AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SARASOTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034236
ReturnHeader/PreparerPersonGrp/PhoneNum09417064632
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JODY MAXWELL
ReturnHeader/ReturnTs02025-06-13T09:07:02-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed 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