2026-09-21T15:19:12-05:00 2025-12-31 341874260 CBIZ ADVISORS LLC 700 WEST 47TH STREET SUITE 1100 KANSAS CITY MO 64112 990 2025-01-01 431803509 UPPER ROOM KC UPPE 8163633819 300 E 39TH ST KANSAS CITY MO 64111 TONIA GILBERT CEO 8163633819 2026-09-21 1 LISA BURKE P00220718 8169455500 2026-09-21 2025 TONIA GILBERT 300 E 39TH ST KANSAS CITY MO 64111 3867896 0 X UPPERROOMKC.ORG X 1999 MO PROVIDE HIGH-QUALITY EDUCATIONAL PROGRAMS TO ENHANCE STUDENT PERFORMANCE IN THE KC URBAN AREA. 6 6 200 225 0 0 873304 673048 2831802 3179942 12100 9788 3009 5118 3720215 3867896 0 0 0 0 2001616 2110497 0 50000 114659 1237620 1484701 3239236 3645198 480979 222698 2385212 2060019 1435367 887476 949845 1172543 X OUR MISSION IS TO PROVIDE HIGH QUALITY, EDUCATIONAL PROGRAMS WHILE ACTIVELY ENGAGING AND CHALLENGING STUDENTS TO ENJOY LEARNING. WE WORK TO SUPPORT URBAN CORE NEIGHBORHOODS BY OFFERING AND DEVELOPING QUALITY EDUCATIONAL PROGRAMS. 0 0 2247081 2802901 SUMMER ACADEMIC PROGRAMUPPER ROOM KC'S SUMMER ACADEMIC PROGRAM CONTINUED TO ALIGN WITH MISSOURI LEARNING STANDARDS, PROVIDING A COMPREHENSIVE EIGHT-WEEK EXPERIENCE WITH 11 HOURS OF DAILY PROGRAMMING FOR OVER 1,500 KINDERGARTEN THROUGH EIGHTH-GRADE STUDENTS ACROSS 13 SITES, INCLUDING COMMUNITY CENTERS, SCHOOLS, AND CHURCHES. CERTIFIED TEACHERS DELIVERED ACADEMIC INSTRUCTION DESIGNED TO REINFORCE AND PREVIEW CORE SUBJECTS FOR THE UPCOMING SCHOOL YEAR, WHILE ENRICHMENT OFFERINGS IN ART, MUSIC, AND PHYSICAL ACTIVITY PROMOTED WHOLE-CHILD DEVELOPMENT. STUDENTS ALSO PARTICIPATED IN FIELD TRIPS AND HANDS-ON LEARNING EXPERIENCES THAT EXPANDED CLASSROOM LESSONS INTO REAL-WORLD APPLICATIONS. (CONTINUED ON SCHEDULE O)SUPPORTED BY STATE FUNDING AND PARTNERSHIPS WITH LOCAL SCHOOLS, ALL PROGRAMS REMAINED FREE, SUBSIDIZED, OR LOW COST, ENSURING EQUITABLE ACCESS FOR FAMILIES THROUGHOUT THE KANSAS CITY AREA. 585948 377041 AFTER-SCHOOL PROGRAMUPPER ROOM KC'S AFTER-SCHOOL PROGRAM PROVIDED INDIVIDUALIZED ACADEMIC SUPPORT, ENRICHMENT ACTIVITIES, AND DAILY MEALS FOR MORE THAN 250 STUDENTS ACROSS FIVE PROGRAM SITES. CERTIFIED TEACHERS AND TUTORS OFFERED 1-ON-1 HOMEWORK ASSISTANCE, LITERACY AND MATH ENRICHMENT, AND PROJECT-BASED LEARNING EXPERIENCES ALIGNED WITH STUDENTS' SCHOOL CURRICULA. IN 2025, UPPER ROOM STRENGTHENED PARTNERSHIPS WITH HOLY CROSS CATHOLIC SCHOOL, ACADEMY FOR INTEGRATED ARTS (AFIA), AND ACADEMIE LAFAYETTE (OAK & CHERRY CAMPUSES), WHILE EXPANDING COLLABORATIONS WITH ADDITIONAL SCHOOLS TO BETTER MEET COMMUNITY NEEDS. (CONTINUED ON SCHEDULE O)THE PROGRAM CONTINUED TO PRIORITIZE ACADEMIC CONTINUITY, SOCIAL DEVELOPMENT, AND FAMILY SUPPORT, PARTICULARLY FOR WORKING PARENTS SEEKING STRUCTURED, SAFE AFTER-SCHOOL ENVIRONMENTS. ALL PROGRAMMING AT UPPER ROOM KC IS STATE LICENSED FOR ALL AFTER-SCHOOL SITES, UNDERSCORING ITS COMMITMENT TO QUALITY AND COMPLIANCE. 102728 EARLY LEARNING CENTERUPPER ROOM KC'S EARLY LEARNING CENTER (ELC) REMAINED TEMPORARILY CLOSED DURING 2025 AS THE ORGANIZATION CONTINUED TO SEEK A SUITABLE FACILITY FOR RELOCATION. THE ORGANIZATION CONTINUES TO EVALUATE COST-EFFECTIVE OPTIONS TO REOPEN A MODERNIZED, ACCREDITED EARLY CHILDHOOD EDUCATION CENTER IN THE FUTURE. IN ADDITION TO ITS CORE EDUCATIONAL PROGRAMS, UPPER ROOM KC CONTINUED TO STRENGTHEN COMMUNITY CONNECTIONS THROUGH FAMILY ENGAGEMENT EVENTS, LITERACY INITIATIVES, AND PARTNERSHIPS THAT SUPPORT STUDENTS AND FAMILIES BEYOND THE CLASSROOM. IN 2025, UPPER ROOM PARTICIPATED IN, COMMUNITY RESOURCE FAIRS AND COLLEGE AND CAREER READINESS WORKSHOPS IN COLLABORATION WITH LOCAL SCHOOLS, CHURCHES, AND NONPROFIT PARTNERS. THESE INITIATIVES PROVIDED FAMILIES WITH ACCESS TO EDUCATIONAL RESOURCES, HEALTH AND WELLNESS INFORMATION, AND ACADEMIC ENRICHMENT OPPORTUNITIES, REACHING AN ESTIMATED 1,500 INDIVIDUALS THROUGHOUT THE YEAR. THE ORGANIZATION ALSO ENGAGED VOLUNTEERS AND COMMUNITY PARTNERS TO EXPAND OUTREACH AND SUSTAIN ITS MISSION OF EMPOWERING FAMILIES THROUGH EDUCATION AND SUPPORT. 2935757 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 1 200 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 0 0 MO X SPIN MOVE LLC E2E LLC 8164619255 519 SW BOULEVARD KANSAS CITY MO 64108 LYNNE BEAVER PRESIDENT 1.00 X X 0 0 0 KENNETH HAGER TREASURER 1.00 X X 0 0 0 PAUL TANCREDI SECRETARY 1.00 X X 0 0 0 JAMES ECHOLS DIRECTOR 1.00 X 0 0 0 KEVIN FITZPATRICK DIRECTOR 1.00 X 0 0 0 ANTHONY SPRINGFIELD DIRECTOR 1.00 X 0 0 0 KIRK PERUCCA DIRECTOR (TERM END 03/2025) 1.00 X 0 0 0 TONIA GILBERT CEO 40.00 X 172468 0 8613 172468 0 8613 1 0 1 0 0 274064 398984 20000 673048 SCHOOL PROGRAMMING 611710 3179942 3179942 3179942 9788 9788 5118 5118 5118 3867896 3179942 0 14906 181081 181081 1648292 1521210 77107 49975 15520 13220 1971 329 102076 71244 30784 48 163528 140273 19201 4054 47067 47067 98124 98124 50000 50000 24923 11529 9831 3563 23603 1460 22143 222459 186069 36390 24585 8353 9542 6690 166308 143789 22519 84205 62906 21299 6509 6509 77825 77825 17723 17723 FOOD PURCHASES 372748 372748 CIP IMPAIRMENT LOSS 199738 199738 EDUCATIONAL FIELD TRIPS 118884 118884 3645198 2935757 594782 114659 274756 77838 150605 262544 324421 50000 1295730 1529240 22450 22685 217520 217520 168404 0 148846 117712 2385212 2060019 66187 28946 1219494 738538 149686 119992 1435367 887476 X 924845 1097543 25000 75000 949845 1172543 2385212 2060019 222698 0 X X 0 1 X 1 0 X 3073693 874015 476526 873304 673048 5970586 3073693 874015 476526 873304 673048 5970586 1003737 4966849 50000 2953 12100 9788 74841 32673 81439 3009 5118 122239 6167666 11261754 0.80530 0.82230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17782 17782 0 199738 199738 0 0 RIGHT OF USE ASSET 117712 117712 LEASE LIABILITIES 119992 119992 X 3868106 210 210 3867896 0 3867896 3445670 210 210 3445460 199738 199738 3645198 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND EXEMPT FROM STATE INCOME TAXES UNDER THE LAWS OF THE STATE OF MISSOURI. THE ORGANIZATION HAS ADOPTED THE STANDARDS REQUIRING DISCLOSURE OF UNCERTAIN TAX POSITIONS UNDER ACCOUNTING STANDARDS CODIFICATION ("ASC") 740, INCOME TAXES. THERE HAS NOT BEEN ANY INTEREST OR PENALTIES RECOGNIZED EITHER IN THE STATEMENTS OF ACTIVITIES AND CHANGES IN NET ASSETS OR IN THE STATEMENTS OF FINANCIAL POSITION RELATED TO UNCERTAIN TAX POSITIONS. IN ADDITION, THE ORGANIZATION DID NOT IDENTIFY ANY MATERIAL UNCERTAIN TAX POSITIONS AT DECEMBER 31, 2025 OR 2024. THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY TAXING AUTHORITIES FOR YEARS BEFORE 2022. PART XII, LINE 4B - OTHER ADJUSTMENTS: CIP IMPAIRMENT LOSS 199,738. 1 CARINCI CONSULTING LLC 231 SAXONS FERRY DR LEXINGTON SC 29072 DEVELOPED GRANT STRATEGY AND ORGANIZATIONAL CAPACITY. 0 140000 50000 90000 140000 50000 90000 X X X 0 0 0 0 0 0 0 0 0 TONIA GILBERT CEO 172468 0 0 0 0 0 4681 0 3932 0 181081 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND THE FULL BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C UPPER ROOM KC MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT-OF-INTEREST POLICY THROUGH ANNUAL WRITTEN DISCLOSURE STATEMENTS, MEETING-LEVEL DISCLOSURE AND RECUSAL, AND PERIODIC BOARD REVIEW. EACH YEAR - AND WHENEVER A NEW BOARD MEMBER, OFFICER, OR KEY EMPLOYEE JOINS - INDIVIDUALS COMPLETE AND SIGN A WRITTEN DISCLOSURE STATEMENT IDENTIFYING ANY FINANCIAL INTERESTS, RELATIONSHIPS, OR OTHER CIRCUMSTANCES THAT COULD PRESENT A CONFLICT. AT BOARD AND COMMITTEE MEETINGS, AGENDA ITEMS ARE REVIEWED FOR POTENTIAL CONFLICTS; WHEN A BOARD MEMBER HAS AN ACTUAL OR POTENTIAL CONFLICT RELATED TO A MATTER UNDER DISCUSSION, THAT MEMBER DISCLOSES IT, IS RECUSED FROM THE RELATED DISCUSSION AND VOTE, AND THE RECUSAL IS DOCUMENTED IN THE MEETING MINUTES. THE BOARD CHAIR AND EXECUTIVE DIRECTOR ARE JOINTLY RESPONSIBLE FOR ENFORCING THE POLICY - ENSURING DISCLOSURE STATEMENTS ARE COLLECTED AND KEPT ON FILE, REMINDING BOARD MEMBERS OF THE DISCLOSURE REQUIREMENT, AND CONFIRMING RECUSALS ARE PROPERLY NOTED. IN ADDITION, THE BOARD (OR A DESIGNATED COMMITTEE) PERIODICALLY REVIEWS DISCLOSURE STATEMENTS AND ANY CONFLICTS THAT HAVE ARISEN TO CONFIRM THE POLICY IS BEING APPLIED CONSISTENTLY ACROSS THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS. THE BOARD COMPILES DATA ON THE COMPENSATION OF OFFICERS HOLDING SIMILAR POSITIONS OF AUTHORITY WITHIN COMPARABLE ORGANIZATIONS FROM NONPROFIT SURVEYS, FORMS 990, AND OTHER SOURCES. COMPENSATION IS DETERMINED BASED ON SUCH DATA AND AN EVALUATION OF THE EXECUTIVE DIRECTOR'S PERFORMANCE AND EXPERIENCE AS RELATED TO THE REQUIREMENTS OF THE POSITION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE BOARD TREASURER AND EXECUTIVE DIRECTOR ASSUME RESPONSIBILITY FOR OVERSIGHT OF THE ORGANIZATION'S FINANCIAL STATEMENT AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS.