2021-11-12T11:59:22-06:00 2020-12-31 430765316 RUBINBROWN LLP ONE NORTH BRENTWOOD SAINT LOUIS MO 63105 990 2020-01-01 430654857 UNLEASHING POTENTIAL UNLE 3143831733 1000 N VANDEVENTER SAINT LOUIS MO 63113 DARLENE SOWELL PRESIDENT & CEO 3143831733 2021-11-12 1 DARLENE SOWELL 999009999 MINDY G KRUEGER P01290370 3142903300 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z DARLENE SOWELL 1000 N VANDEVENTER SAINT LOUIS MO 63113 3287725 0 X WWW.UPSTL.ORG X 1913 MO TO CLOSE THE OPPORTUNITY GAP FOR CHILDREN AND YOUTH BY BUILDING ON THEIR STRENGTHS 15 15 118 73 0 0 3162347 3139183 462794 143385 1892 2608 -42516 -18972 3584517 3266204 12250 4500 0 0 2704180 2173329 10763 1113 244179 1181167 772459 3908360 2951401 -323843 314803 1320511 1956396 246126 158263 1074385 1798133 X THE MISSION OF UNLEASHING POTENTIAL IS TO CLOSE THE OPPORTUNITY GAP FOR CHILDREN AND YOUTH BY BUILDING ON THEIR STRENGTHS. WE CREATE EDUCATIONAL AND EMPOWERING EXPERIENCES THROUGH EARLY CHILDHOOD EDUCATION, AFTER SCHOOL PROGRAMS, YOUTH (CONTINUED ON SCHEDULE O) DEVELOPMENT, AND ENRICHMENT CAMPS. 0 0 958619 145934 EARLY CHILDHOOD EDUCATION: THE LICENSED AND ACCREDITED EARLY CHILDHOOD EDUCATION CENTER AT CAROLINE MISSION PROVIDES CHILDREN, AGES 6 WEEKS TO FIVE YEARS, FROM LOW-INCOME FAMILIES WITH HIGH-QUALITY EARLY CHILDHOOD EDUCATION AND CARE. THE SERVICES ARE OFFERED ON A SLIDING SCALE AND INCLUDE AN INDIVIDUALIZED DEVELOPMENT PLAN FOR EACH CHILD IN ADDITION TO A STRONG FOCUS ON PARENT ENGAGEMENT. THE TEACHING STRATEGIES GOLD ASSESSMENT SYSTEM IS UTILIZED TO DESIGN ACTIVITIES AND TRACK EACH CHILD'S INDIVIDUAL PROGRESS. DURING COVID IN 2020, THIS PROGRAM CONNECTED WITH CHILDREN AND PARENTS VIRTUALLY, PROVIDING NURSING SUPPORT, READING AND SOCIAL OUTLETS FOR CHILDREN. EMERGENCY SUPPLIES WERE ALSO DISTRIBUTED TO FAMILIES WEEKLY. ULTIMATELY, THE GOAL OF CAROLINE MISSION IS TO PREPARE CHILDREN (CONTINUED ON SCHEDULE O)FOR SUCCESS IN KINDERGARTEN AND BEYOND. 2020 CLIENTS SERVED: 812020 OUTCOMES: - 100% OF CHILDREN WERE READY TO ENTER KINDERGARTEN. - 87% OF CHILDREN MET OR EXCEEDED AGE-APPROPRIATE DEVELOPMENTAL MILESTONES. YOUTH DEVELOPMENT: MAGNIFICENT CREATIONS, A T-SHIRT SCREEN PRINTING BUSINESS LOCATED IN NORTH CITY, IS A SOCIAL ENTERPRISE AND A COMPREHENSIVE PROGRAM THAT COMBINES POSITIVE YOUTH DEVELOPMENT WITH VALUABLE WORK EXPERIENCE. THIS CAREFULLY DESIGNED PROGRAM, SERVING TEEN GIRLS AND BOYS, ENSURES THAT THE YOUTH ARE EQUIPPED WITH THE SKILLS NEEDED TO ENTER AND SUCCEED IN THE WORKFORCE. TEENS BENEFIT FROM A SAFE AND NURTURING ENVIRONMENT DURING THE CRITICAL AFTERSCHOOL HOURS, GAIN VALUABLE WORK EXPERIENCE, EARN A PAYCHECK, AND BUILD STRONG RELATIONSHIPS WITH PEERS AND ADULTS. THROUGH GROUP SESSIONS USING OVERCOMING OBSTACLES CURRICULUM, TEENS WORK ON CHARACTER DEVELOPMENT, PROFESSIONAL DEVELOPMENT, AND SETTING AND ACHIEVING EDUCATIONAL AND CAREER GOALS. CONTINUED ON SCHEDULE O. PROGRAM RE-LOCATION AND THE INTENT TO PARTNER WITH ANOTHER ORGANIZATION CAUSED THIS PROGRAM TO PAUSE FOR RESTRUCTURING AT THE END OF 2019. 1369860 4500 AFTER SCHOOL AND ENRICHMENT CAMPSAFTER SCHOOL: WITH A STRONG COMMITMENT TO PERSONAL GROWTH AND ACADEMIC SUCCESS, UP AFTER SCHOOL PROVIDES BEFORE-SCHOOL AND AFTER-SCHOOL SERVICES FOR ELEMENTARY AGED STUDENTS IN PRIMARILY LOW-INCOME NEIGHBORHOODS IN THE ST. LOUIS AREA. THE PROGRAM PROVIDES HOMEWORK ASSISTANCE, CHARACTER DEVELOPMENT, CULTURAL AWARENESS, STRONG ARTS PROGRAMMING, AND USES AN EVIDENCE-BASED CURRICULUM FOR MATH, LITERATURE, PHYSICAL FITNESS, AND NUTRITION. CONSCIOUS DISCIPLINE, A RESEARCH-BASED BEHAVIOR MANAGEMENT CURRICULUM, IS USED TO EMPOWER STAFF TO USE EVERYDAY CONFLICTS TO TEACH CHILDREN LIFE SKILLS AND ENCOURAGE PRO-SOCIAL BEHAVIOR. A NEW PROGRAM, BUILDING RESILIENT FAMILIES, USES A TWO GENERATIONAL APPROACH; (CONTINUED ON SCHEDULE O) SERVING FAMILIES IN EARLY CHILDHOOD EDUCATION AND SCHOOL AGE SERVICES. IN 2020, 76% OF THE 69 FAMILIES SERVED MAINTAINED OR IMPROVED THEIR QUALITY OF LIFE DURING THESE CHALLENGING TIMES. THE PROGRAM WORKS DIRECTLY WITH FAMILY MEMBERS TO PROVIDE BASIC NEEDS, REFERRALS AND SUPPORT. UP RESPONDED TO FAMILY REQUESTS FOR TECHNOLOGY SUPPORT, DIAPERS AND FOOD ALONG WITH PERSONALIZED CARE. 2020 CLIENTS SERVED: 7722020 OUTCOMES: - 100% OF STUDENTS GAINED/MAINTAINED INDEPENDENT LIVING/ESSENTIAL LIFE SKILLS. - 82% OF CHILDREN IDENTIFIED, MANAGED, AND APPROPRIATELY EXPRESSED EMOTIONS AND BEHAVIORS. ENRICHMENT CAMPS: UP ENRICHMENT CAMPS OFFER FUN AND ENRICHING ACTIVITIES DESIGNED TO PROVIDE AN EXPERIENTIAL APPROACH TO JOYFUL SUMMER LEARNING. STRATEGICALLY LOCATED AT PARTNER SITES IN ST. LOUIS CITY AND COUNTY, THE 8-WEEK CAMPS GIVE CHILDREN AGES 5 TO 12 YEARS OLD OPPORTUNITIES FOR TRADITIONAL CAMP, AND AN OVERNIGHT CAMP EXPERIENCE. CAMP ACTIVITIES INCLUDE SWIMMING LESSONS, NUTRITION, FITNESS, STUDIO AND PERFORMING ARTS, STEM, FIELD TRIPS, SPORTS, ALL WITHIN THE CONTEXT OF PROMOTING HEALTHY SOCIAL/EMOTIONAL GROWTH.2020 CLIENTS SERVED: 612020 OUTCOMES: - 86% OF CHILDREN EXPERIENCED A SENSE OF BELONGING. - 100% OF STUDENTS GAINED/MAINTAINED INDEPENDENT LIVING/ESSENTIAL LIFE SKILLS. IN AN EFFORT TO PREPARE CHILDREN WITH SKILLS NECESSARY FOR THE FUTURE, A STRONG EMPHASIS ON STEM (SCIENCE, TECHNOLOGY, ENGINEERING AND MATH) CURRICULA HAS BEEN INTRODUCED INTO BOTH PROGRAMS. 2328479 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 16 0 118 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X PAUL KRUSSEL 3143831733 1000 N VANDEVENTER ST LOUIS MO 63113 LYNN TIEDE PRESIDENT 1.00 X X 0 0 0 REV PATRICK CHANDLER VICE PRESIDENT 1.00 X X 0 0 0 JACKIE DIPPEL TREASURER 1.00 X X 0 0 0 THOMAS STRINGER SECRETARY 1.00 X X 0 0 0 TOM BAYNHAM DIRECTOR 1.00 X 0 0 0 SUZANNE BESNIA DIRECTOR 1.00 X 0 0 0 DR KAREN SEIBERT BOYD THRU NOV 2020) DIRECTOR 1.00 X 0 0 0 NICOLE GORE DIRECTOR 1.00 X 0 0 0 VIRGINIA LAY DIRECTOR 1.00 X 0 0 0 JONATHAN LEE DIRECTOR 1.00 X 0 0 0 AMANDA MEYER DIRECTOR 1.00 X 0 0 0 MICHELE OTTINGER DIRECTOR 1.00 X 0 0 0 JASON ROBISON DIRECTOR 1.00 X 0 0 0 MICHELLE SYMANK THRU MAY 2020 DIRECTOR 1.00 X 0 0 0 JERRY WALKER DIRECTOR 1.00 X 0 0 0 ANDREW WALSHAW DIRECTOR 1.00 X 0 0 0 ELISA WANG DIRECTOR 1.00 X 0 0 0 DARLENE SOWELL PRESIDENT AND CEO 40.00 X 133638 0 22028 133638 0 22028 1 0 1 0 0 509752 126927 1671026 831478 117383 3139183 PROGRAM SERVICE FEES 900099 143385 143385 143385 2608 2608 0 126927 21521 -21521 -21521 2549 2549 2549 3266204 145934 0 -18913 4500 4500 155666 23350 93399 38917 1703341 1509794 51607 141940 36937 17921 17578 1438 125176 106667 11183 7326 152209 127651 10740 13818 109800 109800 1113 1113 179 179 71270 41403 29691 176 3808 378 74 3356 100034 67911 11388 20735 155022 134983 19001 1038 7119 7093 26 20940 20173 283 484 15332 10874 1652 2806 56112 52316 3796 23273 18618 4655 FOOD & MEDICAL SUPPLIES 146109 142352 3683 74 DUES AND SUBSCRIPTIONS 33371 16531 5955 10885 FIELD TRIPS & EVENTS 13628 13628 16462 12336 4053 73 2951401 2328479 378743 244179 117223 527406 554000 443200 339067 203004 40868 34148 1742144 1564382 206086 177762 63267 67032 0 503844 1320511 1956396 103311 89587 142815 68676 246126 158263 X 270172 649128 804213 1149005 1074385 1798133 1320511 1956396 X 314803 5663 340706 62576 X 0 1 X 1 0 X 3139003 3775195 3750369 3162347 3139183 16966097 3139003 3775195 3750369 3162347 3139183 16966097 16966097 3122 2966 1636 1892 2608 12224 1003 1003 16979324 1704613 0.99920 0.99820 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1148220 1010640 137580 593924 553742 40182 177762 BENEFICIAL INTEREST IN CHARITABLE REMAINDER UNITRUST 503844 503844 3415305 5663 59520 84097 149280 3266025 179 179 3266204 3032263 59520 21521 81041 2951222 179 179 2951401 PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED AGAINST REVENUES ON 990 21,521. CHANGE IN VALUE OF PERPETUAL TRUST 62,576. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED AGAINST REVENUES ON 990 21,521. ART AND SOUL (VIRTUAL) 126927 126927 21521 126927 126927 21521 21521 -21521 X X 0 0 0 0 0 0 0 0 0 DARLENE SOWELL PRESIDENT AND CEO 133638 0 0 0 0 0 17080 0 4948 0 155666 0 0 0 X 25727 101212 PROGRAM VALUE X BOOKS, TOYS, SUPPLIES & MISC 13 10720 COST/SELLING PRICE X COVID SUPPLIES 3 4896 COST/SELLING PRICE X EVENT ITEMS 3 555 COST/SELLING PRICE 0 1 0 PART I, COLUMN (B): THE ORGANIZATION REPORTS THE NUMBER OF CONTRIBUTIONS RECEIVED BY CONTRIBUTOR. FOR FOOD INVENTORY, THE NUMBER SHOWN IS THE NUMBER OF MEALS SERVED. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION HAS OUTSOURCED THE CHIEF FINANCIAL OFFICER FUNCTION TO A PROFESSIONAL SERVICES FIRM. THE ACCOUNTING ACTIVITIES AND RESPONSIBILITIES OF THE CHIEF FINANCIAL OFFICER ARE SUPERVISED BY THE PRESIDENT AND BOARD OF DIRECTORS ON A PERIODIC BASIS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY A PUBLIC ACCOUNTING FIRM, IS REVIEWED BY MANAGEMENT AND PROVIDED TO THE BOARD OF DIRECTORS ELECTRONICALLY BY MANAGEMENT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST DOCUMENTATION IS DISTRIBUTED TO OUR BOARD OF DIRECTORS AND SIGNED OFF ON ANNUALLY. A CONFLICT OF INTEREST STATEMENT IS ALSO INCLUDED IN OUR EMPLOYEE HANDBOOK, WHICH EMPLOYEES SIGN OFF ON UPON EMPLOYMENT. IF NECESSARY, MEMBERS OF THE GOVERNING BOARD OR AN APPOINTED COMMITTEE WILL REVIEW AND MAKE A DETERMINATION ON POTENTIAL CONFLICTS THAT MAY EXIST FOR THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15A QUESTION 15A: THE COMPENSATION OF THE PRESIDENT & CEO IS BASED ON COMPARABLE RATES AT SIMILAR NOT-FOR-PROFIT AGENCIES. ON AN ANNUAL BASIS, THE PERFORMANCE AND PAY OF THE PRESIDENT & CEO IS EVALUATED FORMALLY BY THE EXECUTIVE COMMITTEE. QUESTION 15B: THE ORGANIZATION DOES NOT HAVE ANY OTHER OFFICERS OR HIGHLY COMPENSATED EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 OUR MOST RECENT AUDITED FINANCIAL STATEMENTS AND 990S ARE AVAILABLE FOR REVIEW ON OUR WEBSITE. OUR ARTICLES OF INCORPORATION, BYLAWS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF PERPETUAL TRUSTS 62,576. FORM 990, PART XI, LINE 8 PRIOR PERIOD ADJUSTMENT - DURING 2020, THE ORGANIZATION DETERMINED THAT IT HAD BEEN NAMED AS A BENEFICIARY OF A CHARITABLE REMAINDER UNITRUST IN A PRIOR YEAR. SINCE THE ORGANIZATION WAS NAMED AS A BENEFICIARY OF THIS IRREVOCABLE AGREEMENTS IN A PRIOR YEAR, AN ADJUSTMENT HAS BEEN RECORDED TO REFLECT THE ORGANIZATION'S SHARE IN THIS TRUST. THE IMPACT OF THIS ADJUSTMENT INCREASED THE NET ASSETS BY $340,706.