Search icon

UPWARD NOTES, INC. - Florida Company Profile

Company Details

Entity Name: UPWARD NOTES, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Non-Profit
Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 04 Oct 2021 (4 years ago)
Document Number: N21000011759
FEI/EIN Number 87-3945087

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 3904 LAKESIDE ROAD, #174, SARASOTA, FL, 34232, US
Mail Address: 3904 LAKESIDE ROAD, #174, SARASOTA, FL, 34232, US
ZIP code: 34232
County: Sarasota
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
CROSS STREET CORPORATE SERVICES, LLC Agent -
HELM NATALIE V Director 3904 LAKESIDE ROAD, #174, SARASOTA, FL, 34232
FANCHER STEPHEN Director 3830 SARASOTA AVENUE, SARASOTA, FL, 34234
JARAMILLO JUAN Director 1010 JANCEY STREET, PITTSBURGH, PA, 15206
MILLER JOHN Director 3609 51ST STREET COURT WEST, BRADENTON, FL, 34209
CHANDRA BHARAT Director 2424 MAIN STREET, SARASOTA, FL, 34237

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2023-10-30 50 CENTRAL AVENUE,, 8TH FLOOR,, SARASOTA, FL 34236 -

Documents

Name Date
ANNUAL REPORT 2024-05-01
ANNUAL REPORT 2023-04-30
ANNUAL REPORT 2022-04-23
Domestic Non-Profit 2021-10-04

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
87-3945087 Corporation Unconditional Exemption 3904 LAKESIDE ROAD 174, SARASOTA, FL, 34232-1114 2022-02
In Care of Name % NATALIE HELM
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Educational Organization, Local Association of Employees, Horticultural Organization, Business League, Voluntary Employees' Beneficiary Association (Govt. Emps.), Mutual Ditch or Irrigation Co., Cemetery Company, Other Mutual Corp. or Assoc.
Deductibility Contributions are deductible.
Foundation Organization that normally receives no more than one-third of its support from gross investment income and unrelated business income and at the same time more than one-third of its support from contributions, fees, and gross receipts related to exempt purposes 509(a)(2)
Tax Period 2023-12
Asset 0
Income 0
Filing Requirement 990 - Required to file Form 990-N - Income less than $50,000 per year
PF Filing Requirement No 990-PF return
Accounting Period Dec
Asset Amount 0
Income Amount 0
Form 990 Revenue Amount 0
National Taxonomy of Exempt Entities Arts, Culture and Humanities: Music
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Determination Letter

Final Letter(s) FinalLetter_87-3945087_UPWARDNOTESINC_12162021_00.tif

Form 990-N (e-Postcard)

Organization Name UPWARD NOTES INC
EIN 87-3945087
Tax Year 2023
Beginning of tax period 2023-01-01
End of tax period 2023-12-31
Gross receipts not greater than $50000 Yes
Organization has terminated No
Mailing Address 3904 LAKESIDE ROAD 174, SARASOTA, FL, 34232, US
Principal Officer's Name NATALIE HELM
Principal Officer's Address 3904 LAKESIDE ROAD, 174, SARASOTA, FL, 34232, US
Website URL WWW.UPWARDNOTES.COM
Organization Name UPWARD NOTES INC
EIN 87-3945087
Tax Year 2022
Beginning of tax period 2022-01-01
End of tax period 2022-12-31
Gross receipts not greater than $50000 Yes
Organization has terminated No
Mailing Address 3904 LAKESIDE ROAD 174, SARASOTA, FL, 34232, US
Principal Officer's Name NATALIE HELM
Principal Officer's Address 3904 LAKESIDE ROAD, 174, SARASOTA, FL, 34232, US
Website URL WWW.UPWARDNOTES.COM
Organization Name UPWARD NOTES INC
EIN 87-3945087
Tax Year 2021
Beginning of tax period 2021-10-04
End of tax period 2021-12-31
Gross receipts not greater than $50000 Yes
Organization has terminated No
Mailing Address 3904 LAKESIDE ROAD 174, SARASOTA, FL, 34232, US
Principal Officer's Name NATALIE HELM
Principal Officer's Address 3904 LAKESIDE ROAD, 174, SARASOTA, FL, 34232, US
Website URL WWW.UPWARDNOTES.COM

Date of last update: 03 Apr 2025

Sources: Florida Department of State