UPLIFT: Form 990EZ, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UPLIFT (EIN 33-0210280)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-14
- IRS object ID
- 201241359349203269
- Schema version
- 2011v1.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T14:42:49-07:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eric J Blackhall CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1050 Rosecrans Street Suite 8 | AddressLine1 |
| City | San Diego | City |
| State | CA | State |
| ZIP Code | 921063099 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330210280 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Uplift | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UPLI | NameControl |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 B Street Suite 26 | AddressLine1 |
| City | San Diego | City |
| State | CA | State |
| ZIP Code | 92102 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | John Latchem | Name |
| Title | Executive Direc | Title |
| Date Signed | 2012-05-11 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Eric J Blackhall CPA | Name |
| Phone | 6192241711 | Phone |
| Date Prepared | 2012-05-14 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Web Site | wwwupliftsandiegoorg | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 124289 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 115316 | ContributionsGiftsGrantsEtc |
| Program Service Revenue | 7656 | ProgramServiceRevenue |
| Investment Income | 7 | InvestmentIncome |
| Gaming Gross Income | 1310 | GamingGrossIncome |
| Special Events Net Income Loss | 1310 | SpecialEventsNetIncomeLoss |
| Total Revenue | 124289 | TotalRevenue |
| Salaries Other Comp Empl Benefits | 77381 | SalariesOtherCompEmplBenefits |
| Fees And Oth Pymt To Ind Contractors | 900 | FeesAndOthPymtToIndContractors |
| Occupancy Rent Utilities And Maint | 3000 | OccupancyRentUtilitiesAndMaint |
| Printing Publications Postage | 5357 | PrintingPublicationsPostage |
| Other Expenses Total | 39170 | OtherExpensesTotal |
| Total Expenses | 125808 | TotalExpenses |
| Excess Or Deficit For Year | -1519 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 26965 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 25446 | NetAssetsOrFundBalancesEOY |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26965 | BOY |
| EOY | 25446 | EOY |
Land And Buildings LandAndBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26965 | BOY |
| EOY | 25446 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26965 | BOY |
| EOY | 25446 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Primary Exempt Purpose | Commty service uplifting lives of poor | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment (4 entries)
| Description Program Service AccomDescriptionProgramServiceAccom | Program Service ExpensesProgramServiceExpenses |
|---|---|
| Kids at Heart is a weekly after school tutoring and mentoring program for inner city children helping over 130 children Transportation provided | 3364 |
| Triple Cross program assists the homeless in San Diego by providing resources and transportation to social service facilities serving over 1000 people in 2011 | 4035 |
| Senior Partners Plus provides fellowship and group activies shopping and cultural programs for nearly 100 low income seniors in downtown San Diego | 57 |
| Other program services | 633 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 8089 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (9 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| John Latchem | ||||||||
| 2801 B Street Suite 26 | San Diego | CA | 92102 | President | 3 | 0 | 0 | 0 |
| Barbara Morrison | ||||||||
| 2801 B Street Suite 26 | San Diego | CA | 92102 | Secretary | 3 | 0 | 0 | 0 |
| Peter Blackhall | ||||||||
| 2801 B Street Suite 26 | San Diego | CA | 92102 | Treasurer | 3 | 0 | 0 | 0 |
| Bob Annett | ||||||||
| 2801 B Street Suite 26 | San Diego | CA | 92102 | Director | 3 | 0 | 0 | 0 |
| Monica Ball | ||||||||
| 2801 B Street Suite 26 | San Diego | CA | 92102 | Director | 3 | 0 | 0 | 0 |
| Lois Joy Hoffmann | ||||||||
| 2801 B Street Suite 26 | San Diego | CA | 92102 | Director | 3 | 0 | 0 | 0 |
| Jan Magot | ||||||||
| 2801 B Street Suite 26 | San Diego | CA | 92102 | Director | 3 | 0 | 0 | 0 |
| Annette Ritchie Buis | ||||||||
| 2801 B Street Suite 26 | San Diego | CA | 92102 | Director | 3 | 0 | 0 | 0 |
| Julie Watson | ||||||||
| 2801 B Street Suite 26 | San Diego | CA | 92102 | Excutive Direct | 25 | 34650 | 2400 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | false | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | false | OrganizationHadUBI |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Organization Dissolved Etc | false | OrganizationDissolvedEtc |
| Did Org File Form1120 POL This Year | false | DidOrgFileForm1120POLThisYear |
| Made Loans To From Officers | false | MadeLoansToFromOfficers |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTrans |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Julie Watson | NamePerson |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 B Street Suite 26 | AddressLine1 |
| City | San Diego | City |
| State | CA | State |
| ZIP Code | 92102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6192344504 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccount |
| Foreign Office | false | ForeignOffice |
| Maintain Any Donor Advised Funds | false | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | false | DoesOrgHaveHospital |
| Tanning Services Provided | false | TanningServicesProvided |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction With Control Entity | false | TransactionWithControlEntity |
| Engage Political Cmpgn Activities | false | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | false | EngageInLobbyingActivities |
| Operating School | false | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | false | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | true | FiledScheduleA |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 146692 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 143734 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 107926 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 114758 | CurrentTaxYearMinus1Year |
| Current Tax Year | 115316 | CurrentTaxYear |
| Total | 628426 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 146692 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 143734 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 107926 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 114758 | CurrentTaxYearMinus1Year |
| Current Tax Year | 115316 | CurrentTaxYear |
| Total | 628426 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 628426 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 48 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 51 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 20 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7 | CurrentTaxYear |
| Total | 132 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 628558 | TotalSupport |
| Gross Receipts From Admissions Etc | 43844 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.99980 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.89790 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | false | AgreementRefFundraising |
| Licensed States | CA | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Tribute | NameOfEvent1 |
| Charitable Contributions Event1 | 30816 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | -30816 | GrossRevenueEvent1 |
| Name Of Event2 | UpliftSD Day | NameOfEvent2 |
| Charitable Contributions Event2 | 3970 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | -3970 | GrossRevenueEvent2 |
| Charitable Contributions Total | 34786 | CharitableContributionsTotal |
| Gross Revenue Total Events | -34786 | GrossRevenueTotalEvents |
| Net Income Summary | -34786 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| 01. General explanation attachment | Form 990 EZ Part V Line 35 Explanation for Not Reporting Business Income Program revenue is generated from transportation fees a low cost community service for seniors related to exempt services for seniors related to the expemt purpose of the organization Raffle income was generated form Tribute Event for the public to support programs Form 990 EZ Part V Information Regarding Personal Benefit Contracts The organization did not during the year receive any funds directly or indirectly to pay premiums on a personal benefit contract The organization did not during the year pay any premiums directly or indirectly on a personal benefit contract |
| 02. Description of other expenses (Part I, line 16) | Description Amount Insurance 2443 Licence and permits 161 Dues and subscriptions 1494 Office supplies 868 Repairs and maint 40 Telephoneinternet 2236 Advertizing 125 Bank charges 50 Misc 314 Training 920 Payroll processing 1816 Workers compensation ins 1625 Auto expense 7910 Kids at Heart 3364 Triple Cross 4035 Senior Partners 57 Swimming Upstream 633 Event Expense 11079 |
| 03. Other program services (Part III, line 31) | Swimming Upstream is a ten week leadership program providing tools and resources for young men and women helping them navigate adolesence and emerge as young leadersOn average 25 teens complete this program annually Transportation provided Grants 0 Expenses 633 |
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