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Upton Trio

  • Camden, SC
  • Tax-exempt since Sept. 1999
  • EIN: 56-2095065

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Arts, Culture and Humanities / Music Groups, Bands, Ensembles (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$33.6k (2023)

Expenses
$47.7k (2023)

Total Assets
$53.3k (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$33,595
Expenses
$47,707
Net Income
-$14,112
Net Assets
$53,310
Notable Sources of Revenue Percent of Total Revenue
Contributions $27,935
83.2%
Program Services $5,660
16.8%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $53,310
Total Liabilities $0
Net Assets $53,310
Compensation
Key Employees and Officers Compensation Other
Billy Shepherd (Manager & Artistic Director) $0 $0
Stephen Smith (President) $0 $0
Dionne C Hough (Director) $0 $0
Jo Ann Schwartz (Director) $0 $0
Mary Clark (Treasurer) $0 $0
Inis G Gibbes (Secretary) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 15, 2023

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$56,385
Expenses
$44,581
Net Income
$11,804
Net Assets
$67,422
Notable Sources of Revenue Percent of Total Revenue
Contributions $40,385
71.6%
Program Services $16,000
28.4%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $67,422
Total Liabilities $0
Net Assets $67,422
Compensation
Key Employees and Officers Compensation Other
Billy Shepherd (Manager & Artistic Director) $0 $0
Stephen Smith (President) $0 $0
Dionne C Hough (Director) $0 $0
Jo Ann Schwartz (Director) $0 $0
Mary Clark (Treasurer) $0 $0
Inis G Gibbes (Secretary) $0 $0
+ View more people

Document Links

990-EZ
Filed on Sept. 14, 2022

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$100
Expenses
$1,257
Net Income
-$1,157
Net Assets
$55,618
Notable Sources of Revenue Percent of Total Revenue
Contributions $100
100%
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $55,618
Total Liabilities $0
Net Assets $55,618
Compensation
Key Employees and Officers Compensation Other
Billy Shepherd (Manager & Artistic Director) $0 $0
Stephen Smith (Director) $0 $0
Margaret C Lawhorn (President) $0 $0
Jo Ann Schwartz (Director) $0 $0
Mary Clark (Director) $0 $0
Alisa G Taylor (Treasurer) $0 $0
Inis Gibbes (Secretary) $0 $0
+ View more people

Document Links

990-EZ
Filed on Oct. 25, 2021

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$26,406
Expenses
$29,313
Net Income
-$2,907
Net Assets
$56,775
Notable Sources of Revenue Percent of Total Revenue
Contributions $23,256
88.1%
Program Services $3,150
11.9%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $56,775
Total Liabilities $0
Net Assets $56,775
Compensation
Key Employees and Officers Compensation Other
Billy Shepherd (Manager & Artistic Director) $0 $0
Stephen Smith (Director) $0 $0
Margaret C Lawhorn (President) $0 $0
Jo Ann Schwartz (Director) $0 $0
Mary Clark (Director) $0 $0
Alisa G Taylor (Treasurer) $0 $0
Inis Gibbes (Secretary) $0 $0
+ View more people

Document Links

990-EZ
Filed on Oct. 29, 2020

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$42,661
Expenses
$28,755
Net Income
$13,906
Net Assets
$59,682
Notable Sources of Revenue Percent of Total Revenue
Contributions $38,440
90.1%
Program Services $4,221
9.9%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $59,682
Total Liabilities $0
Net Assets $59,682
Compensation
Key Employees and Officers Compensation Other
Billy Shepherd (Manager & Artistic Director) $0 $0
Mary Y Clark (Director) $0 $0
Margaret C Lawhorn (President) $0 $0
Ben Schreiner (Director) $0 $0
Jo Ann Schwartz (Director) $0 $0
Fred Sheheen (Director) $0 $0
Alisa G Taylor (Director) $0 $0
Inis Gibbes (Secretary) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 7, 2019

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$45,287
Expenses
$38,935
Net Income
$6,352
Net Assets
$45,776
Notable Sources of Revenue Percent of Total Revenue
Contributions $40,462
89.3%
Program Services $4,825
10.7%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $45,776
Total Liabilities $0
Net Assets $45,776
Compensation
Key Employees and Officers Compensation Other
Billy Shepherd (Manager & Artistic Director) $0 $0
Mary Y Clark (Director) $0 $0
Margaret C Lawhorn (President) $0 $0
Ben Schreiner (Director) $0 $0
Jo Ann Schwartz (Director) $0 $0
Fred Sheheen (Director) $0 $0
Alisa G Taylor (Director) $0 $0
Inis Gibbes (Secretary) $0 $0
+ View more people

Document Links

990-EZ
Filed on Jan. 12, 2019

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$45,235
Expenses
$36,581
Net Income
$8,654
Net Assets
$39,424
Notable Sources of Revenue Percent of Total Revenue
Contributions $39,439
87.2%
Program Services $5,796
12.8%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $39,424
Total Liabilities $0
Net Assets $39,424
Compensation
Key Employees and Officers Compensation Other
Billy Shepherd (Manager & Artistic Director) $0 $0
Mary Y Clark (Director) $0 $0
Margaret C Lawhorn (President) $0 $0
Ben Schreiner (Director) $0 $0
Jo Ann Schwartz (Director) $0 $0
Fred Sheheen (Director) $0 $0
Alisa G Taylor (Director) $0 $0
Inis Gibbes (Secretary) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 10, 2017

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$72,325
Expenses
$47,223
Net Income
$25,102
Net Assets
$30,770
Notable Sources of Revenue Percent of Total Revenue
Contributions $61,750
85.4%
Program Services $10,575
14.6%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $30,770
Total Liabilities $0
Net Assets $30,770
Compensation
Key Employees and Officers Compensation Other
Billy Shepherd (Manager & Artistic Director) $0 $0
Mary Y Clark (Director) $0 $0
Margaret C Lawhorn (President) $0 $0
Ben Schreiner (Director) $0 $0
Jo Ann Schwartz (Director) $0 $0
Fred Sheheen (Director) $0 $0
Alisa G Taylor (Director) $0 $0
Inis Gibbes (Secretary) $0 $0
+ View more people

Document Links

990-EZ
Filed on Aug. 29, 2016

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$40,657
Expenses
$37,629
Net Income
$3,028
Net Assets
$5,668
Notable Sources of Revenue Percent of Total Revenue
Contributions $35,657
87.7%
Program Services $5,000
12.3%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $5,668
Total Liabilities $0
Net Assets $5,668
Compensation
Key Employees and Officers Compensation Other
Billy Shepherd (Manager & Artistic Director) $0 $0
Mary Y Clark (Director) $0 $0
Margaret C Lawhorn (Director) $0 $0
Ben Schreiner (Director) $0 $0
Jo Ann Schwartz (Director) $0 $0
Fred Sheheen (Director) $0 $0
Alisa G Taylor (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Oct. 26, 2015

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$33,440
Expenses
$38,947
Net Income
-$5,507
Net Assets
$2,640
Notable Sources of Revenue Percent of Total Revenue
Contributions $31,190
93.3%
Program Services $2,250
6.7%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $2,640
Total Liabilities $0
Net Assets $2,640
Compensation
Key Employees and Officers Compensation Other
Billy Shepherd (Manager & Artistic Director) $7,200 $0
Mary Y Clark (Director) $0 $0
Margaret C Lawhorn (Director) $0 $0
Ben Schreiner (Director) $0 $0
Jo Ann Schwartz (Director) $0 $0
Fred Sheheen (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Oct. 29, 2014

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$44,685
Expenses
$40,513
Net Income
$4,172
Net Assets
$8,147
Notable Sources of Revenue Percent of Total Revenue
Contributions $42,060
94.1%
Program Services $2,625
5.9%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $8,147
Total Liabilities $0
Net Assets $8,147

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$27,030
Expenses
$33,697
Net Income
-$6,667
Net Assets
$3,975
Notable Sources of Revenue Percent of Total Revenue
Contributions $25,770
95.3%
Program Services $1,260
4.7%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $3,975
Total Liabilities $0
Net Assets $3,975

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$33,080
Expenses
$24,211
Net Income
$8,869
Net Assets
$10,642
Notable Sources of Revenue Percent of Total Revenue
Contributions $28,880
87.3%
Program Services $4,200
12.7%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $10,642
Total Liabilities $0
Net Assets $10,642

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated