Nonprofit · EIN 56-2095065
UPTON TRIO
Tax-exempt · FLORENCE, SC 29501
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2022 | 990-EZ | $56,385 | $44,581 | $11,804 | $67,422 | $0 | $67,422 |
Financial details: 990-EZ for the year ended June 30, 2022
Revenue
- Contributions, gifts and grants
- $40,385
- Program service revenue
- $16,000
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $34,255
- Printing, publications and postage
- $1,882
- Other expenses
- $8,444
- Program services (functional)
- $42,700
Balance sheet and other
- Total assets, start of year
- $55,618
- Total assets, end of year
- $67,422
- Total liabilities, end of year
- $0
- Net assets, end of year
- $67,422
- Cash, savings and investments
- $67,422
- Gross receipts
- $56,385
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended June 30, 2022, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Billy Shepherd | Manager & Artistic Director | 20 | $0 |
| Stephen Smith | President | 1 | $0 |
| Dionne C Hough | Director | 1 | $0 |
| JoAnn Schwartz | Director | 1 | $0 |
| Mary Clark | Treasurer | 1 | $0 |
| Inis G Gibbes | Secretary | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2920 HOFFMEYER RD, FLORENCE, SC 29501-7550
- In care of
- % WILLIAM SHEPHERD
- Mailing address (990-N for 2024)
- 2920 Hoffmeyer Road, Florence SC 29501
- Principal officer (990-N for 2024)
- John Hoffmeyer, 2920 Hoffmeyer Road, Florence SC 29501
- Signed the 990-EZ
- BILLY SHEPHERD, MANAGING DIRECT
- Return prepared by
- STOKES & MESSIER LLC
Mission
PERFORMANCES OF MULTICULTURAL MUSIC
Program accomplishments
- THE GROUP PROMOTES MULTICULTURAL MUSIC WITH ENSEMBLE PERFORMANCES IN PUBLIC SCHOOLS AND FOR THE GENERAL PUBLIC.Expenses $42,700
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-N on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-N on file |
IRS record
- EIN
- 56-2095065
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1999
- Accounting year ends
- June
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Arts, culture and humanities (A6C)
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-N for 2024 Officer: John Hoffmeyer | June 30, 2025 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2023 Officer: BILLY SHEPHERD | June 30, 2024 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | $56,385 | $44,581 | $67,422 | XML |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 56-2095065).
Questions about UPTON TRIO
- What is the EIN of UPTON TRIO?
- The employer identification number (EIN) of UPTON TRIO is 56-2095065.
- Is UPTON TRIO tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to UPTON TRIO tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UPTON TRIO file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of UPTON TRIO due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UPTON TRIO last file with the IRS?
- The latest return in the IRS public files is the 990-N for 2024 for the year ended June 30, 2025.
- Who is the principal officer of UPTON TRIO?
- The 990-N for 2024 names John Hoffmeyer.
- Who are the officers and directors of UPTON TRIO?
- The 990-EZ for the year ended June 30, 2022 lists 6 people; 0 received compensation from the organization.
- How much revenue does UPTON TRIO have?
- On its 990-EZ for the year ended June 30, 2022 it reported revenue of $56,385, expenses of $44,581 and total assets of $67,422 at year end.
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