Upturn advances equity and justice in the design, governance, and use of technology.

501(c)(3) charity; gifts are tax-deductible.
88¢ of each $1 spent went to programs.
$869K 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

FY2023 · 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
3 of 5
filings with a surplus
Average surplus $486K a year · 21% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
88%
of spending
Looks good: 88% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$869K
to officers and key staff · 44% of spending
Concern: pay to officers and key staff is 44% of spending; over 30%.
Pt VII · Sec A
15 mo
of spending, in cash
Looks good: 15.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
5
named funders · $3.4M
Looks good: 5 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$133K
3% of total assets
Looks good: liabilities are 3% of assets; 50% or less.
Pt X · Ln 26
Independent board members
2
of 3 voting members
Looks good: 2 of 3 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$828K
-78% vs prior year
Spent
$2.0M
To programs
88%
Net assets
$5.1M
By yearFY2020–FY2024
Revenue
$828K
FY2023▼ -78%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.3M
FY2021$2.7M
FY2022$3.8M
FY2023$828K
FY2024$3.2M
Expenses
$2.0M
FY2023▲ +12%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.5M
FY2021$1.7M
FY2022$1.8M
FY2023$2.0M
FY2024$2.3M
Net assets
$5.1M
FY2023▼ -19%
Tap a bar for its year
Net assets by fiscal year
FY2020$3.3M
FY2021$4.3M
FY2022$6.3M
FY2023$5.1M
FY2024$6.0M

From the FY2023 Form 990 · figures checked against the IRS filing · see the original

Give Claim
You’re viewing the FY2023 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 Sep 2017.

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

Where the money goes

88 cents of each dollar spent went to programs.

Program services 88% · $1.7M Management & general 12% · $232K Fundraising 1% · $15K

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

Something off? Claim to add context

Who runs it and what they're paid

9 people listed on the 990; $869K paid to officers and key staff.

Part VII, Section A · reportable compensation
President & Executive Director
$192,944Pt VII · Sec A
Senior Project Director
$158,035Pt VII · Sec A
Senior Quantitative Analyst
$155,785Pt VII · Sec A
Project Director
$122,035Pt VII · Sec A
Project Director
$122,035Pt VII · Sec A
Project Director
$117,705Pt VII · Sec A
Bd Mem, Then Treas (trans 12/2023)
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A

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

NameFY2024FY2023FY2022FY2021FY2020
Harlan Yu$191,434$192,944$194,365$187,136$189,937
Amber Piatt$192,157————
Aaron Rieke———$177,489$176,087
Mitra Ebadolahi$139,597$158,035$105,219——
Mingwei Hsu$154,275$155,785$152,260$148,950$127,885
John Logan Koepke$125,525$122,035$118,435$130,091$111,750
Natasha Duarte$125,525$122,035$118,585$114,813—
Emily Paul—$117,705$110,875——

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 Upturn INC executive salaries →

On this list? Claim this org

Something off? Claim to add context

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

Promotes equity and justice in technology's design, governance, and use.

Questions for Upturn INC

Tap to ask. Upturn INC sees how many people are interested.

Your first name shows with your question. Upturn INC answers here, for everyone.

Provided by the organization

Know this org? Add your story

1 program · $1.7M · in their own filed words · FY2023
01

Upturn believes technology should advance justice, not amplify racial and economic inequities. We drive policy change through rigorous research, legal and policy advocacy, and timely collaborations.

$1.7Mprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · funders on record
Grants received · FY2024
See all 5 funders →

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$828K
Ln 12
Gifts and grantsLn 1h$772K
Investment incomeLn 3$52K
Fees for servicesLn 2g$2K
Money outPt IX
$2.0M
Ln 25
Programscol B$1.7M
Managementcol C$232K
Fundraisingcol D$15K
Owns and owesPt X
$5.1M
net assets · Ln 32
Cash and savingsLn 1–2$2.5M
Total assetsLn 16$5.3M
LiabilitiesLn 26$133K
PeoplePt VI, VII
9
listed · VII A
PaidVII A6
Voting boardVI 1a3
IndependentVI 1b2
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$772K
Fees for servicesLn 2g$2K
Investment incomeLn 3$52K
Other incomeLn 4–11$834
Total revenueLn 12$828K
Assets in detailPt X, end of year
CashLn 1$348K
SavingsLn 2$2.1M
Cash and savings togetherLn 1–2$2.5M
Other assetsLn 15$8K
Total assetsLn 16$5.3M
LiabilitiesLn 26$133K
Net assetsLn 32$5.1M
OperationsPt I, VI
EmployeesI 511
VolunteersI 62
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$2.7M$2.5M
Total assetsLn 16$6.4M$5.3M
LiabilitiesLn 26$56K$133K
Net assetsLn 32$6.3M$5.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$220K$132K$77K$11K
Other salaries and wagesLn 7$1.2M$1.2M$20K$2K
Pension plan contributionsLn 8$121K$119K$2K$218
Other employee benefitsLn 9$93K$90K$3K$456
Payroll taxesLn 10$116K$108K$7K$968
Legal feesLn 11b$4K$4K
Accounting feesLn 11c$69K$69K
Other fees for servicesLn 11g$10K$10K
Office expensesLn 13$23K$1K$22K$1
Information technologyLn 14$16K$1K$15K
OccupancyLn 16$21K$19K$1K$172
TravelLn 17$42K$42K
Conferences, conventions and meetingsLn 19$15K$12K$3K
InterestLn 20$1K$1K
InsuranceLn 23$2K$2K
Other expenses (24a–d)Ln 24$15K$10K$6K
Total functional expensesLn 25$2.0M$1.7M$232K$15K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $3.2M$2.3M$858K$6.0M 990 PDF
FY2023 Viewing $828K$2.0M−$1.2M$5.1M 990 PDF
FY2022 $3.8M$1.8M$2.0M$6.3M 990 PDF
FY2021 $2.7M$1.7M$988K$4.3M 990 PDF
FY2020 $1.3M$1.5M−$248K$3.3M 990 PDF

More to add? Claim this org

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $827,647 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $3,761,223$772,336
I-9 Program service revenuePrior year $11,288$2,000
I-10 Investment incomePrior year $1,860$52,477
I-11 Other revenuePrior year $3,781$834
I-12 Total revenuePrior year $3,778,152$827,647
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $1,566,915$1,776,062
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $214,479$218,231
I-18 Total expensesPrior year $1,781,394$1,994,293
I-19 Revenue less expensesPrior year $1,996,758−$1,166,646
Part VI · Governance 2 of 3 board members independent, no flags
VI-1a Voting members of the governing body3
VI-1b Independent voting members2
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 $827,647 across 6 lines filed
VIII-1f All other contributions, gifts and grants$772,336
VIII-1h Total contributions, gifts and grants$772,336
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $2,000$2,000
VIII-3 Investment incomeExcluded from tax $52,477$52,477
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $834$834
VIII-12 Total revenueRelated to mission $2,000 · Unrelated business $0 · Excluded from tax $53,311$827,647
Part IX · Statement of functional expenses $1,994,293 across 16 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $131,930 · Management $76,959 · Fundraising $10,994$219,883
IX-7 Other salaries and wagesPrograms $1,203,984 · Management $19,928 · Fundraising $2,237$1,226,149
IX-8 Pension plan contributionsPrograms $118,748 · Management $1,947 · Fundraising $218$120,913
IX-9 Other employee benefitsPrograms $89,536 · Management $3,498 · Fundraising $456$93,490
IX-10 Payroll taxesPrograms $107,533 · Management $7,126 · Fundraising $968$115,627
IX-11b Legal feesManagement $4,040$4,040
IX-11c Accounting feesManagement $68,953$68,953
IX-11g Other fees for servicesPrograms $9,739$9,739
IX-13 Office expensesPrograms $1,044 · Management $21,508 · Fundraising $1$22,553
IX-14 Information technologyPrograms $1,137 · Management $14,993$16,130
IX-16 OccupancyPrograms $19,120 · Management $1,267 · Fundraising $172$20,559
IX-17 TravelPrograms $42,155$42,155
IX-19 Conferences, conventions and meetingsPrograms $12,359 · Management $2,693$15,052
IX-20 InterestManagement $1,406$1,406
IX-23 InsuranceManagement $2,196$2,196
IX-24 Other expenses (24a–d)Programs $9,573 · Management $5,875$15,448
IX-25 Total functional expensesPrograms $1,746,858 · Management $232,389 · Fundraising $15,046$1,994,293
Part X · Balance sheet $5,262,965 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $905,919$348,352
X-2 Savings and temporary cash investmentsStart of year $1,804,547$2,140,017
X-3 Pledges and grants receivableStart of year $3,608,962$2,758,997
X-9 Prepaid expenses and deferred chargesStart of year $13,812$7,375
X-15 Other assetsStart of year $7,112$8,224
X-16 Total assetsStart of year $6,352,640$5,262,965
X-17 Accounts payable and accrued expensesStart of year $56,498$133,469
X-26 Total liabilitiesStart of year $56,498$133,469
X-27 Net assets without donor restrictionsStart of year $1,706,289$1,301,147
X-28 Net assets with donor restrictionsStart of year $4,589,853$3,828,349
X-32 Total net assets or fund balancesStart of year $6,296,142$5,129,496
X-33 Total liabilities and net assetsStart of year $6,352,640$5,262,965
Part XI · Reconciliation of net assets $5,129,496 net assets at year end
XI-1 Total revenue$827,647
XI-2 Total expenses$1,994,293
XI-3 Revenue less expenses−$1,166,646
XI-4 Net assets at start of year$6,296,142
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$5,129,496

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

Your org? Add context

Made it to the end? Claim this org

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.