Upstart Bay Area FY2022 filing

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Our mission is to inspire and empower leaders to dream, build, and grow bold initiatives that enhance the vitality of Jewish life. Together, were creating a more just, vibrant, and inclusive future.

501(c)(3) charity; gifts are tax-deductible.
77¢ of each $1 spent went to programs.
$1.2M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average deficit $228K a year · 4% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
77%
of spending
Looks good: 77% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.2M
to officers and key staff · 23% of spending
Worth a look: pay to officers and key staff is 23% of spending; over 20%.
Pt VII · Sec A
7 mo
of spending, in cash
Looks good: 7.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $19K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$323K
6% of total assets
Looks good: liabilities are 6% of assets; 50% or less.
Pt X · Ln 26
Independent board members
15
of 15 voting members
Looks good: 15 of 15 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$7.6M
+19% vs prior year
Spent
$4.9M
To programs
77%
Net assets
$4.9M
By yearFY2020–FY2024
Revenue
$7.6M
FY2022▲ +19%
Tap a bar for its year
Revenue by fiscal year
FY2020$6.5M
FY2021$6.4M
FY2022$7.6M
FY2023$4.6M
FY2024$4.1M
Expenses
$4.9M
FY2022▼ -8%
Tap a bar for its year
Expenses by fiscal year
FY2020$7.1M
FY2021$5.4M
FY2022$4.9M
FY2023$6.1M
FY2024$6.8M
Net assets
$4.9M
FY2022▲ +115%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.3M
FY2021$2.3M
FY2022$4.9M
FY2023$3.5M
FY2024$772K

From the FY2022 Form 990 (year ending June 2022) · figures checked against the IRS filing · see the original

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You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Mar 2009.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

77 cents of each dollar spent went to programs.

Program services 77% · $3.8M Management & general 12% · $595K Fundraising 11% · $555K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

22 people listed on the 990; $1.2M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
$270,833Pt VII · Sec A
Chief Fld Bld Off.
$181,965Pt VII · Sec A
$177,890Pt VII · Sec A
Cf Strat. Officer
$143,231Pt VII · Sec A
Cf Staff & Brand
$132,954Pt VII · Sec A
Mg Dir, Lrn/Design
$126,082Pt VII · Sec A
SR Dir., Ent./Vent
$118,280Pt VII · Sec A
$0Pt VII · Sec A

Aaron Katler’s $279K as CEO is at the 83rd percentile of top reported officer pay among 2832 $1–10M community development nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Aaron Katler$279,354$284,294$270,833$261,044$257,861
Aliza Mazor$194,734$192,668$181,965$181,338$153,831
Jed Snerson$182,972$194,060$177,890$171,600$164,471
Rebecca Kaduru$123,778$190,666$143,231——
Linda Gerard————$167,092
Aleeza Lubin$152,355$145,321———
Sarah Kornhauser$148,903$142,533$118,280$114,167—
Whitney Weathers$142,230$140,758———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Upstart Bay Area executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Empowers leaders to launch and grow bold initiatives that enhance Jewish life by providing fiscal sponsorship, resources, and support to build a vibrant future.

Questions for Upstart Bay Area

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Your first name shows with your question. Upstart Bay Area answers here, for everyone.

2 programs · $3.8M · in their own filed words · FY2021
01

Social Entrepreneurship and Venture Network

Upstart exists to serve bold jewish entrepreneurs who work to make the jewish community more just, vibrant, and INCLUSIVE.UPSTART supports a diverse set of jewish entrepreneurs at every stage of their ventures development: an idea stage program specifically designed to support underrepresented jewish entrepreneurs seeking to launch…

$2.9Mprogram expense
02

Fiscal Sponsorship

Upstart offers pre-approved grant relationship fiscal sponsorship (model c fiscal sponsorship) to mission-aligned organizations, and charges them a nominal administrative fee for operating the program.

$902Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 2 funders$19K
Grants paid · 176 grants · $9.2M · 2019–2023
FjcNY · FY2023$276,997
Gather ConsultingFY2023$235,500
Social Good Fund INCCA · FY2023$103,862
Jewfolk Media INCMN · FY2023$101,350
Tides CenterCA · FY2023$101,117
LehrhausCA · FY2023$100,511
Theirstory INCFY2023$100,000
Ammud the Joc Torah AcademyNY · FY2023$100,000
Individual RecipientFY2023$86,900
Embodied Jewish LearningFY2023$80,308
The Efshar ProjectNY · FY2023$50,350
Mitsui CollectivePA · FY2023$40,000
The Inheiritance ProjectNY · FY2023$33,249
Community PartnersCA · FY2023$30,899
Unitemized GrantFY2023$30,072
The Advot ProjectCA · FY2023$30,000
See all 176 grants →

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$7.6M
Ln 12
Gifts and grantsLn 1h$7.4M
Fees for servicesLn 2g$183K
Investment incomeLn 3$404
Money outPt IX
$4.9M
Ln 25
Programscol B$3.8M
Managementcol C$595K
Fundraisingcol D$555K
Owns and owesPt X
$4.9M
net assets · Ln 32
Cash and savingsLn 1–2$2.9M
Total assetsLn 16$5.3M
LiabilitiesLn 26$323K
PeoplePt VI, VII
22
listed · VII A
PaidVII A7
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$7.4M
Government grantsLn 1e$503K
Noncash giftsLn 1g$30K
Fees for servicesLn 2g$183K
Investment incomeLn 3$404
Gains on assetsLn 7$0
Total revenueLn 12$7.6M
Assets in detailPt X, end of year
CashLn 1$2.4M
SavingsLn 2$502K
Cash and savings togetherLn 1–2$2.9M
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$0
Total assetsLn 16$5.3M
LiabilitiesLn 26$323K
Net assetsLn 32$4.9M
OperationsPt I, VI
EmployeesI 532
VolunteersI 619
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
Abroad and in kindSch F, M
Grants to other countriesSch F Pt II–III$1K
Noncash gifts receivedSch M Pt I$30K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$2.4M$2.9M
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$3.3M$5.3M
LiabilitiesLn 26$965K$323K
Net assetsLn 32$2.3M$4.9M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$1.0M$1.0M
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$1K$1K
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$475K$3K$287K$185K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$1.9M$1.3M$376K$187K
Pension plan contributionsLn 8$85K$47K$25K$12K
Other employee benefitsLn 9$229K$106K$92K$32K
Payroll taxesLn 10$169K$94K$50K$25K
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$100K$100K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$426K$201K$210K$15K
Advertising and promotionLn 12$0
Office expensesLn 13$116K$44K$71K$2K
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$139K$125$138K
TravelLn 17$27K$8K$18K$969
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$12K$10K$2K
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$19K$19K
InsuranceLn 23$39K$39K
Other expenses (24a–d)Ln 24$185K$166K$16K$3K
All other expensesLn 24e$0$755K−$847K$92K
Total functional expensesLn 25$4.9M$3.8M$595K$555K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 LatestFiled with the IRS Apr 14, 2025 $4.1M$6.8M−$2.7M$772K 990 PDF
FY2023Filed with the IRS Mar 18, 2024 $4.6M$6.1M−$1.4M$3.5M 990 PDF
FY2022 ViewingFiled with the IRS Feb 24, 2023 $7.6M$4.9M$2.6M$4.9M 990 PDF
FY2021Filed with the IRS Apr 15, 2022 $6.4M$5.4M$1.0M$2.3M 990 PDF
FY2020Filed with the IRS Apr 13, 2021 $6.5M$7.1M−$623K$1.3M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support M · Noncash J · Pay O · Explanations
See the full FY2022 990 (6 parts)
Part I · Summary $7,572,356 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $6,175,206$7,389,437
I-9 Program service revenuePrior year $212,572$182,515
I-10 Investment incomePrior year $175$404
I-11 Other revenue$0
I-12 Total revenuePrior year $6,387,953$7,572,356
I-13 Grants and similar amounts paidPrior year $1,820,987$1,027,057
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $2,491,102$2,835,970
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $1,069,965$1,061,935
I-18 Total expensesPrior year $5,382,054$4,924,962
I-19 Revenue less expensesPrior year $1,005,899$2,647,394
Part VI · Governance 15 of 15 board members independent, no flags
VI-1a Voting members of the governing body15
VI-1b Independent voting members15
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $7,572,356 across 11 lines filed
VIII-1e Government grants$503,107
VIII-1f All other contributions, gifts and grants$6,886,330
VIII-1g Noncash contributions (included above)$30,297
VIII-1h Total contributions, gifts and grants$7,389,437
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $182,515$182,515
VIII-3 Investment incomeExcluded from tax $404$404
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $182,515 · Excluded from tax $404$7,572,356
Part IX · Statement of functional expenses $4,924,962 across 31 lines filed
IX-1 Grants to domestic organizationsPrograms $1,025,857$1,025,857
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipientsPrograms $1,200$1,200
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $2,564 · Management $286,601 · Fundraising $185,495$474,660
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $1,314,862 · Management $376,284 · Fundraising $186,967$1,878,113
IX-8 Pension plan contributionsPrograms $47,439 · Management $24,712 · Fundraising $12,466$84,617
IX-9 Other employee benefitsPrograms $105,529 · Management $92,315 · Fundraising $31,621$229,465
IX-10 Payroll taxesPrograms $94,215 · Management $50,079 · Fundraising $24,821$169,115
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting feesManagement $100,160$100,160
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $200,827 · Management $209,546 · Fundraising $15,498$425,871
IX-12 Advertising and promotion$0
IX-13 Office expensesPrograms $44,040 · Management $70,569 · Fundraising $1,859$116,468
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 OccupancyPrograms $125 · Management $138,470$138,595
IX-17 TravelPrograms $7,520 · Management $18,175 · Fundraising $969$26,664
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetingsPrograms $9,553 · Management $1,959$11,512
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationManagement $19,056$19,056
IX-23 InsuranceManagement $38,995$38,995
IX-24 Other expenses (24a–d)Programs $166,374 · Management $15,622 · Fundraising $2,618$184,614
IX-24e All other expensesPrograms $755,026 · Management −$847,489 · Fundraising $92,463$0
IX-25 Total functional expensesPrograms $3,775,131 · Management $595,054 · Fundraising $554,777$4,924,962
Part X · Balance sheet $5,268,133 assets, 19 lines filed
X-1 Cash, non-interest-bearingStart of year $2,058,998$2,362,366
X-2 Savings and temporary cash investmentsStart of year $355,129$501,646
X-3 Pledges and grants receivableStart of year $742,372$2,300,000
X-4 Accounts receivableStart of year $14,983$22,912
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $19,458$28,541
X-10c Land, buildings and equipment, net$0
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assetsStart of year $71,724$52,668
X-15 Other assets$0
X-16 Total assetsStart of year $3,262,664$5,268,133
X-17 Accounts payable and accrued expensesStart of year $461,442$322,624
X-26 Total liabilitiesStart of year $964,549$322,624
X-27 Net assets without donor restrictionsStart of year $1,363,243$2,628,009
X-28 Net assets with donor restrictionsStart of year $934,872$2,317,500
X-32 Total net assets or fund balancesStart of year $2,298,115$4,945,509
X-33 Total liabilities and net assetsStart of year $3,262,664$5,268,133
Part XI · Reconciliation of net assets $4,945,509 net assets at year end
XI-1 Total revenue$7,572,356
XI-2 Total expenses$4,924,962
XI-3 Revenue less expenses$2,647,394
XI-4 Net assets at start of year$2,298,115
XI-10 Net assets at end of year$4,945,509

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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