UPLIFT: Form 990EZ, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
UPLIFT (EIN 33-0210280)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-10
IRS object ID
202131309349202363
Schema version
2020v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-05-10T20:30:02-07:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN571228868PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Todhunter & Associates IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line118457 Santa BelindaAddressLine1Txt
CityFountain ValleyCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92708ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN330210280EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UPLIFTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUPLIBusinessNameControlTxt
Phone6192344504PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12801 B STREETAddressLine1Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92102ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAN MAGOTPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2021-05-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJANPersonFirstNm
Person LastMAGOTPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMark D TodhunterPreparerPersonNm
PTINP00444354PTIN
Phone7149681491PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website Addresswww.upliftsandiego.orgWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$154,482GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$90,788ContributionsGiftsGrantsEtcAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$63,694FundraisingGrossIncomeAmt
Special Events Direct Expenses$26,868SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$36,826SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Total Revenue$127,614TotalRevenueAmt
Salaries Other Comp Empl Bnft$77,332SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$9,186FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$5,509OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$2,671PrintingPublicationsPostageAmt
Other Expenses Total$40,256OtherExpensesTotalAmt
Total Expenses$134,954TotalExpensesAmt
Excess Or Deficit For Year-$7,340ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$242,083NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$234,743NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$237,462BOYAmt
EOY$247,018EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$5,760BOYAmt
EOY$20,721EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$243,222BOYAmt
EOY$267,739EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,139BOYAmt
EOY$32,996EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$242,083BOYAmt
EOY$234,743EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeTHE ORGANIZATION'S MAIN MISSION IS TO ACCELERATE COMMUNITY INVOLVEMENT AND TRANSFORMATION BY PROVIDING NEEDED SERVICES TO SAN DIEGO'S MOST VULNERABLE POPULATION. THE ORGANIZATION HELPS TO PROVIDE HOUSING FOR THE HOMELESS AND ALSO ASSISTS LOW INCOME STUDENTS TO EXCEL ACADEMICALLY SO ALL MAY LIVE UP TO THEIR POTENTIAL.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmt
KIDS AT HEART IS A WEEKLY AFTER SCHOOL TUTORING AND MENTORING PROGRAM FOR INNER CITY CHILDREN. DUE TO THE COVID-19 PANDEMIC THE PROGRAM OPERATED VIRTUALLY DURING 2020.$37,830
THE TRIPLE CROSS PROGRAM HELPS THE HOMELESS IN SAN DIEGO BY PROVIDING RESOURCES AND TRANSPORTATION TO SOCIAL SERVICE FACILITIES.$24,735
THE HOME TEAM WORKS WITH HOMELESS INDIVIDUALS AND ASSISTS WITH BENEFIT COORDINATION, HOUSING NAVIGATION AND COMPANIONSHIP TO HELP NEW RESIDENCE SETTLE INTO THEIR NEW HOMES.$25,372
SWIMMING UPSTREAM IS A TEN WEEK LEADERSHIP PROGRAM PROVIDING TOOLS AND RESOURCES FOR YOUNG MEN AND WOMEN HELPING THEM GO THROUGH ADOLESENCE.$2,620
FieldValueIRS element (for citing)
Total Program Service Expenses$90,557TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (6 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
MONICA BALL
Director40.00$0
JAN MAGOT
President25.00$0
BOB LINK
Secretary12.00$0
BOB ANNETT
Director4.00$0
GENNY CRANE
Director4.00$0
DR ETHEL SIMS
Director4.00$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJAN MAGOTPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12801 B STREET 26AddressLine1Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92102ZIPCd
FieldValueIRS element (for citing)
Phone6192344504PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$100,856CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$140,325CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$181,834CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$241,176CurrentTaxYearMinus1YearAmt
Current Tax Year$154,482CurrentTaxYearAmt
Total$818,673TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$100,856CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$140,325CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$181,834CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$241,176CurrentTaxYearMinus1YearAmt
Current Tax Year$154,482CurrentTaxYearAmt
Total$818,673TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$818,673PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6CurrentTaxYearMinus4YearsAmt
Total$6TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$818,679TotalSupportAmt
Public Support CY1701.00000PublicSupportCY170Pct
Public Support PY1700.70580PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1LEVEL UP PTREvent1Nm
Gross Receipts Event1$56,057GrossReceiptsEvent1Amt
Gross Revenue Event1$56,057GrossRevenueEvent1Amt
Other Direct Expenses Event1$26,337OtherDirectExpensesEvent1Amt
Event212 DAYS KINDEvent2Nm
Gross Receipts Event2$7,637GrossReceiptsEvent2Amt
Gross Revenue Event2$7,637GrossRevenueEvent2Amt
Other Direct Expenses Event2$531OtherDirectExpensesEvent2Amt
Gross Receipts Total$63,694GrossReceiptsTotalAmt
Gross Revenue Total Events$63,694GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$26,868OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$26,868DirectExpenseSummaryEventsAmt
Net Income Summary$36,826NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (27 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Other Expenses.1001Advertising and Promotion $199
Other Expenses.1002Office Expenses $6517
Other Expenses.1007Conferences, Conventions, and Meetings $1479
Other Expenses.1009Depreciation $3999
Other Expenses.1012Insurance $3421
Other Expenses.1MISCELLANEOUS $5176
Other Expenses.2TELECOMMUNICATION $3708
Other Expenses.3LEASED EQUIPMENT $3125
Other Expenses.4MEDICAL INSURANCE $2594
Other Expenses.5AUTOS $2228
Other Expenses.7DIRECT ASSISTANCE $1892
Other Expenses.8MEMBERSHIPS/DUES $1845
Other Expenses.9SUPPLIES $1143
Other Expenses.10WORKER'S COMPENSATION $782
Other Expenses.11AWARDS $566
Other Expenses.12Small Equipment $497
Other Expenses.14PAYROLL PROCESSING $476
Other Expenses.15BACKGROUND CHECKS $277
Other Expenses.16BANK FEES $246
Other Expenses.17PROPERTY TAXES $66
Other Expenses.18LICENSES AND FEES $20
Other Assets.1001Automobiles - Beginning $5760 Automobiles - Ending $1761
Other Assets.1009Notes and Loans Receivable - Beginning $0 Notes and Loans Receivable - Ending $17435
Other Assets.1011Prepaid Expenses and Deferred Charges - Beginning $0 Prepaid Expenses and Deferred Charges - Ending $1525
Total Liabilities.1001Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $15
Total Liabilities.1008Unsecured Notes and Loans Payable - Beginning $0 Unsecured Notes and Loans Payable - Ending $10800
Total Liabilities.1PAYROLL LIABILITIES - Beginning $1139 PAYROLL LIABILITIES - Ending $22181

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