Nonprofit · EIN 87-3945087
UPWARD NOTES INC
Tax-exempt · SARASOTA, FL 34232
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-EZ | $81,349 | $36,404 | $44,945 | $67,395 | – | $67,395 |
Financial details: 990-EZ for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $81,349
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $2,540
- Occupancy
- $7,263
- Other expenses
- $26,601
- Program services (functional)
- $36,404
Balance sheet and other
- Total assets, start of year
- $22,450
- Total assets, end of year
- $67,395
- Total liabilities, end of year
- –
- Net assets, end of year
- $67,395
- Cash, savings and investments
- $67,395
- Gross receipts
- $81,349
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NATALIE HELM | DIRECTOR | 5 | $0 |
| STEPHEN FRANCHER | DIRECTOR | 1 | $0 |
| JUAN JARAMILLO | DIRECTOR | 1 | $0 |
| JOHN MILLER | DIRECTOR | 1 | $0 |
| BHARAT CHANDRA | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3904 LAKESIDE ROAD 174, SARASOTA, FL 34232-1114
- In care of
- % NATALIE HELM
- Mailing address (990-N for 2023)
- 3904 LAKESIDE ROAD 174, SARASOTA FL 34232
- Principal officer (990-N for 2023)
- NATALIE HELM, 3904 LAKESIDE ROAD, 174, SARASOTA FL 34232
- Signed the 990-EZ
- NATALIE HELM, DIRECTOR
- Phone
- (502) 648-3854
- Website
- WWW.UPWARDNOTES.COM
- Return prepared by
- MERCURIO & MAXWELL CPAS LLC
Mission
MUSIC BELONGS TO EVERYONE. UPWARD NOTES IS NATALIES ORGANIZATION THAT SPREADS THE JOY AND BENEFITS OF MUSIC OUTSIDE OF THE CONCERT HALL AND THROUGOUT THE COMMUNITY. CURRENTLY BASED IN THE SARASOTA FLORIDA AREA, YOU CAN FIND HER AND HER COLLEAGUES PERFORMING IN ALL MANNER OF SPACES FROM HOMELESS SHELTERS TO ASSISTED LIVING FACILITIES TO ANIMAL SHELTERS. UPWARD NOTES IS A VOLUNTEER BASED ORGANIZATION SINCE GIVING BACK IS AN INTEGRAL PART OF NATALIES MUSICAL MISSION.
Program accomplishments
- MUSIC PERFORMANCE AND EDUCATION FOR UNDER SERVED MEMBERS OF OUR COMMUNITYExpenses $36,404
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-N on file |
IRS record
- EIN
- 87-3945087
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2022
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A68)
- Assets (IRS master file)
- $67,395
- Income (IRS master file)
- $81,349
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2024 | – | – | – | IRS |
| 990-N for 2023 Officer: NATALIE HELM | December 31, 2023 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about UPWARD NOTES INC
- What is the EIN of UPWARD NOTES INC?
- The employer identification number (EIN) of UPWARD NOTES INC is 87-3945087.
- Is UPWARD NOTES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to UPWARD NOTES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UPWARD NOTES INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UPWARD NOTES INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UPWARD NOTES INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2024.
- Who is the principal officer of UPWARD NOTES INC?
- The 990-N for 2023 names NATALIE HELM.
- Who are the officers and directors of UPWARD NOTES INC?
- The 990-EZ for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does UPWARD NOTES INC have?
- On its 990-EZ for the year ended December 31, 2024 it reported revenue of $81,349, expenses of $36,404 and total assets of $67,395 at year end.
Other nonprofits in SARASOTA
- FLORIDA WEST COAST SYMPHONY INC EIN 59-2603081 · last filed 990 for 2025
- ASOLO THEATER INC EIN 59-2717909 · last filed 990 for 2025
- SARASOTA OPERA ASSOCIATION INC EIN 23-7089047 · last filed 990 for 2025
- SARASOTA BALLET OF FLORIDA INC EIN 65-0135900 · last filed 990 for 2025
- FLORIDA STUDIO THEATRE INC EIN 23-7362760 · last filed 990 for 2025
- WESTCOAST BLACK THEATRE TROUPE OF FLORIDA INC EIN 65-1040662 · last filed 990 for 2025
- WOMANS EXCHANGE INC OF SARASOTA EIN 59-1109482 · last filed 990 for 2025
- JOHN & MABLE RINGLING MUSEUM OF ART FOUNDATION EIN 59-6214423 · last filed 990 for 2025
All nonprofits in SARASOTA · Florida · Arts, culture and humanities