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UPSTREAM EDUCATION INC: Form 990EZ, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
UPSTREAM EDUCATION INC (EIN 47-2990914)
Tax period
2018-01-01 to 2018-12-31
Filed
2020-07-15
IRS object ID
202001979349202505
Schema version
2018v3.1
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)
Return2020-07-15T10:04:26-07:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN200076308PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Henry Waters & Associates IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14740 Table Mesa DriveAddressLine1Txt
CityBoulderCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80305ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN472990914EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ASSET EDUCATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlASSEBusinessNameControlTxt
Phone2036443658PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11644 PLATTE STAddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80202ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTESSA ZIMMERMANPersonNm
Person TitleExecutive DirectorPersonTitleTxt
Signature2020-07-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN T HENRYPreparerPersonNm
PTINP00393813PTIN
Phone3034944050PhoneNum
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Amended ReturnYes (X)AmendedReturnInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Website Addressasset-edu.orgWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$182,111GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$161,868ContributionsGiftsGrantsEtcAmt
Program Service Revenue$20,243ProgramServiceRevenueAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Special Events Direct Expenses$0SpecialEventsDirectExpensesAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Total Revenue$182,111TotalRevenueAmt
Salaries Other Comp Empl Bnft$62,991SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$9,245FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$9,835OccupancyRentUtltsAndMaintAmt
Other Expenses Total$8,818OtherExpensesTotalAmt
Total Expenses$90,889TotalExpensesAmt
Excess Or Deficit For Year$91,222ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$60,440NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$151,662NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$57,832BOYAmt
EOY$41,645EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$4,275BOYAmt
EOY$114,600EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$62,107BOYAmt
EOY$156,245EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,667BOYAmt
EOY$4,583EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$60,440BOYAmt
EOY$151,662EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeAt ASSET Education, we equip teachers with the tools to help their students mitigate anxiety and build resilience in order to uncap students' potential and improve learning. We envision school systems nationwide in which students flourish and their potential and ability to learn are not compromised by debilitating school-related stress.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomASSET renewed every school partner from the 2017-18 academic year for the 2018-19 academic year. 92% of our students reported using their ASSET tools inside or outside the classroom. Additionally, ASSET raised enough funds to bring an additional staff member on full-time and another individual part-time.DescriptionProgramSrvcAccomTxt
Grants And Allocations$90,889GrantsAndAllocationsAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$90,889TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
SUELLEN INWOOD
President1.00$0
TESSA ZIMMERMAN
Executive Dir.40.00$45,833
STACY SCHREIBER
Secretary2.00$0
MICHAEL BRENT MODAK
Employee40.00$10,000
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Organization Filed990 TfalseOrganizationFiled990TInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Initiation Fees And Cap Contri$0InitiationFeesAndCapContriAmt
Gross Receipts For Public Use$0GrossReceiptsForPublicUseAmt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonTESSA ZIMMERMANPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11644 PLATTE STAddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80202ZIPCd
FieldValueIRS element (for citing)
Phone2036443658PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Form720 FiledfalseForm720FiledInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Related Org Sect527 OrgfalseRelatedOrgSect527OrgInd
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)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$22,450CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$83,943CurrentTaxYearMinus1YearAmt
Current Tax Year$161,868CurrentTaxYearAmt
Total$268,261TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$8,975CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$12,000CurrentTaxYearMinus1YearAmt
Current Tax Year$20,543CurrentTaxYearAmt
Total$41,518TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$31,425CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$95,943CurrentTaxYearMinus1YearAmt
Current Tax Year$182,411CurrentTaxYearAmt
Total$309,779TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$309,779PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$31,425CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$95,943CurrentTaxYearMinus1YearAmt
Current Tax Year$182,411CurrentTaxYearAmt
Total$309,779TotalAmt
FieldValueIRS element (for citing)
First5 Years509Yes (X)First5Years509Ind
Public Support CY5090.00000PublicSupportCY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct

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 O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Other Expenses.1001Advertising and Promotion $125
Other Expenses.1005Travel $3379
Other Expenses.1012Insurance $846
Other Expenses.1TECHNOLOGY & WEB SERVICES $3114
Other Expenses.2MEALS $580
Other Expenses.3PRODUCT DEVELOPMENT $540
Other Expenses.4CASE STUDIES $128
Other Expenses.5BANK CHARGES $53
Other Expenses.6SUPPLIES $43
Other Expenses.7LICENSES & PERMITS $10
Other Assets.1005Accounts Receivable - Beginning $4275 Accounts Receivable - Ending $114600
Total Liabilities.1PAYROLL TAX LIABILITIES - Beginning $1667 PAYROLL TAX LIABILITIES - Ending $4583

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