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Nonprofiteer
← UPWARD FOR CHILDREN AND FAMILIES

Form 990 for tax year 2023

Filed by UPWARD FOR CHILDREN AND FAMILIES.

Totals

Total revenue
$1,878,123
Total expenses
$2,050,342
Contributions and grants received
$1,076,567
Grants paid
$0
Program service revenue
$801,409
Investment income
$42
Other revenue
$105
Total assets, end of year
$3,978,149
Total liabilities, end of year
$861,901
Net assets or fund balances, end of year
$3,116,248
Program services expenses (Part IX)
$1,315,588
Management and general expenses
$721,314
Fundraising expenses
$13,440
Program service expenses (Part III)
$1,315,588

Program services were 64.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $577,433

  • 1f · All other contributions, gifts and grants

    $499,134

  • 1g · Noncash contributions included above

    $2,736

  • 2a · Program service revenue: CHILD CARE

    total $442,425 · related or exempt $442,425

  • 2b · Program service revenue: SPECIAL EDUCATION

    total $317,204 · related or exempt $317,204

  • 2c · Program service revenue: THERAPY

    total $41,780 · related or exempt $41,780

  • 3 · Investment income

    total $42 · excluded $42

  • 11a · Other revenue: OTHER INCOME

    total $105 · related or exempt $105

  • 11e · Other revenue, total

    $105

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $144,812 · program services $111,048 · management and general $33,764

  • 7 · Other salaries and wages

    total $1,090,766 · program services $853,050 · management and general $237,716

  • 9 · Other employee benefits

    total $52,485 · program services $25,918 · management and general $26,567

  • 10 · Payroll taxes

    total $92,147 · program services $45,503 · management and general $46,644

  • 11g · Fees: other

    total $186,225 · program services $47,046 · management and general $126,963 · fundraising $12,216

  • 12 · Advertising and promotion

    total $3,245 · program services $1,594 · management and general $1,651

  • 13 · Office expenses

    total $12,820 · program services $7,472 · management and general $5,348

  • 14 · Information technology

    total $8,880 · program services $3,877 · management and general $5,003

  • 16 · Occupancy

    total $125,018 · program services $10,925 · management and general $114,093

  • 19 · Conferences, conventions and meetings

    total $1,478 · program services $1,278 · fundraising $200

  • 20 · Interest

    total $47,982 · management and general $47,982

  • 22 · Depreciation, depletion and amortization

    total $147,311 · program services $132,580 · management and general $14,731

  • 23 · Insurance

    total $30,233 · management and general $30,233

  • 24a · Other expenses: OTHER PERSONNEL EXP

    total $38,196 · program services $18,862 · management and general $19,334

  • 24b · Other expenses: FOOD EXPENSE

    total $31,128 · program services $29,747 · management and general $1,381

  • 24c · Other expenses: MISCELLANEOUS

    total $25,004 · program services $15,455 · management and general $8,525 · fundraising $1,024

  • 24d · Other expenses: CLASSROOM SUPPLIES

    total $7,916 · program services $7,896 · management and general $20

  • 24e · All other expenses

    total $4,696 · program services $3,337 · management and general $1,359

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $175,439 · end of year $30,348

  • 3 · Pledges and grants receivable

    beginning of year $12,380 · end of year $5,760

  • 4 · Accounts receivable

    beginning of year $126,566 · end of year $41,695

  • 9 · Prepaid expenses and deferred charges

    beginning of year $14,857 · end of year $17,250

  • 10a · Land, buildings and equipment: cost or other basis

    $5,957,385

  • 10b · Land, buildings and equipment: accumulated depreciation

    $2,080,455

  • 10c · Land, buildings and equipment, net

    beginning of year $4,021,498 · end of year $3,876,930

  • 15 · Other assets

    end of year $6,166

  • 17 · Accounts payable and accrued expenses

    beginning of year $323,321 · end of year $121,901

  • 23 · Secured mortgages and notes payable

    beginning of year $488,952 · end of year $740,000

  • 24 · Unsecured notes and loans payable

    beginning of year $250,000

  • 27 · Net assets without donor restrictions

    beginning of year $3,195,087 · end of year $3,116,248

  • 28 · Net assets with donor restrictions

    beginning of year $93,380

Mission and programs · 2023

Mission

HELPING CHILDREN WITH SPECIAL NEEDS MEET THEIR HIGHEST POTENTIAL WHILE EMPOWERING THEIR FAMILIES TO THRIVE.

  • PROVIDE INCLUSIVE CHILDCARE PROGRAMS FOR CHILDREN WITH SPECIAL NEEDS AS WELL AS CHILDREN THAT ARE AGE APPROPRIATE. OUR CHILDCARE PROGRAM FEATURES A VERY LOW CHILD TO TEACHER RATIO, ON-SITE NURSING CARE, CARE FOR CHILDREN WITH SEVERE DISABILITIES IN AN INTEGRATED SETTING, AND PEDIATRIC THERAPY FOR THOSE WHO QUALIFY.

    Expenses $900,303 · Revenue $442,425

  • PROVIDE CHILDREN WITH SPECIAL EDUCATION NEEDS THE BEST ENVIRONMENT IN THE GREATER PHOENIX METROPOLITAN AREA WITH LOW STUDENT-TEACHER RATIOS, HIGHLY QUALIFIED SPECIAL EDUCATION TEACHERS, AND A FULL-TIME MEDICAL STAFF.

    Expenses $415,285 · Revenue $317,204

  • IN FEBRUARY 2024 THE ORGANIZATION LEASED ITS THERAPY BUILDING TO A PRIVATE COMPANY, JUST FOR KIDS THERAPY. THIS ALLOWS OUR STUDENTS TO RECEIVE APPROPRIATE SERVICES AS WELL AS PROVIDE A SOURCE FOR STUDENT REFERRALS TO UPWARD.

    Revenue $41,780

As filed on the 2023 return.

Listed in Part VII

  • Jos Anshell

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Marshall Porter

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    1

  • Daniel Perez Thru 71523

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Mb Thomas

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Tracey Sutton Thru 71523

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • David Matthews

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Susan Stone Rosenfield

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Doug Carter

    CEO

    Total calculated
    $144,477
    From this org
    $137,184
    From related orgs
    $0
    Other
    $7,293
    Hours/week
    40

  • Alisa Chatinsky

    INTERIM CEO

    Total calculated
    $0

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202501359349312110

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