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Nonprofiteer
← UPWARD FOR CHILDREN AND FAMILIES

Form 990 for tax year 2022

Filed by UPWARD FOR CHILDREN AND FAMILIES.

Totals

Total revenue
$1,568,504
Total expenses
$2,122,218
Contributions and grants received
$655,692
Grants paid
$0
Program service revenue
$894,862
Investment income
$0
Other revenue
$17,950
Total assets, end of year
$4,350,740
Total liabilities, end of year
$1,062,273
Net assets or fund balances, end of year
$3,288,467
Program services expenses (Part IX)
$1,702,904
Management and general expenses
$384,749
Fundraising expenses
$34,565
Program service expenses (Part III)
$1,702,904

Program services were 80.2% 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)

    $153,823

  • 1f · All other contributions, gifts and grants

    $501,869

  • 1g · Noncash contributions included above

    $19,486

  • 2a · Program service revenue: SPECIAL EDUCATION

    total $468,895 · related or exempt $468,895

  • 2b · Program service revenue: CHILD CARE

    total $458,725 · related or exempt $458,725

  • 2c · Program service revenue: THERAPY

    total -$32,758 · related or exempt -$32,758

  • 11a · Other revenue: MISCELLANEOUS RECEIPTS

    total $17,950 · related or exempt $17,950

  • 11e · Other revenue, total

    $17,950

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $144,104 · program services $103,509 · management and general $40,595

  • 7 · Other salaries and wages

    total $746,005 · program services $535,851 · management and general $210,154

  • 9 · Other employee benefits

    total $77,171 · program services $55,432 · management and general $21,739

  • 10 · Payroll taxes

    total $77,986 · program services $56,017 · management and general $21,969

  • 11g · Fees: other

    total $403,834 · program services $383,007 · management and general $6,355 · fundraising $14,472

  • 12 · Advertising and promotion

    total $1,795 · program services $1,623 · management and general $90 · fundraising $82

  • 13 · Office expenses

    total $6,583 · program services $5,965 · management and general $329 · fundraising $289

  • 14 · Information technology

    total $8,424 · program services $7,666 · management and general $421 · fundraising $337

  • 16 · Occupancy

    total $128,223 · program services $115,400 · management and general $6,412 · fundraising $6,411

  • 19 · Conferences, conventions and meetings

    total $165 · program services $150 · management and general $8 · fundraising $7

  • 20 · Interest

    total $37,007 · program services $33,158 · management and general $1,850 · fundraising $1,999

  • 22 · Depreciation, depletion and amortization

    total $159,854 · program services $143,868 · management and general $7,993 · fundraising $7,993

  • 23 · Insurance

    total $31,762 · program services $28,586 · management and general $1,588 · fundraising $1,588

  • 24a · Other expenses: OTHER PERSONNEL EXP

    total $208,332 · program services $149,668 · management and general $58,664

  • 24b · Other expenses: MATERIALS AND SUPPLIES

    total $29,343 · program services $29,343

  • 24c · Other expenses: FOOD EXPENSE

    total $28,953 · program services $28,899 · management and general $27 · fundraising $27

  • 24d · Other expenses: MISCELLANEOUS

    total $24,927 · program services $17,758 · management and general $6,182 · fundraising $987

  • 24e · All other expenses

    total $7,750 · program services $7,004 · management and general $373 · fundraising $373

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $92,037 · end of year $175,439

  • 3 · Pledges and grants receivable

    beginning of year $34,066 · end of year $12,380

  • 4 · Accounts receivable

    beginning of year $150,888 · end of year $126,566

  • 9 · Prepaid expenses and deferred charges

    beginning of year $5,350 · end of year $14,857

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

    $5,957,385

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

    $1,935,887

  • 10c · Land, buildings and equipment, net

    beginning of year $4,167,812 · end of year $4,021,498

  • 17 · Accounts payable and accrued expenses

    beginning of year $103,028 · end of year $323,321

  • 23 · Secured mortgages and notes payable

    beginning of year $504,944 · end of year $488,952

  • 24 · Unsecured notes and loans payable

    end of year $250,000

  • 27 · Net assets without donor restrictions

    beginning of year $3,798,058 · end of year $3,195,087

  • 28 · Net assets with donor restrictions

    beginning of year $44,123 · end of year $93,380

Mission and programs · 2022

Mission

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

  • 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 $778,015 · Revenue $468,895

  • 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 $742,510 · Revenue $458,725

  • PROVIDE OUTPATIENT THERAPY IN FIVE SPECIALIZED DISCIPLINES INCLUDING: FEEDING/SWALLOWING, OCCUPATIONAL, PHYSICAL, MUSIC, AND SPEECH-LANGUAGE. THE THERAPISTS EXCEED THE STANDARDS REQUIRED FOR LICENSING BY THE STATE OF ARIZONA, AND THEIR NATIONAL CERTIFICATION ORGANIZATIONS.

    Expenses $182,379 · Revenue -$32,758

As filed on the 2022 return.

Listed in Part VII

  • Jos Anshell

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Daniel Perez

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    1

  • Tracey Sutton

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Patrick Paul

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Mitch Little

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Marshall Porter

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mb Thomas

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mike Treadaway

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Doug Carter

    CEO

    Total calculated
    $147,819
    From this org
    $140,679
    From related orgs
    $0
    Other
    $7,140
    Hours/week
    40

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
2022
Filed
12 April 2024
IRS schema version
2022v5.0
Source object
202411039349301956

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