Upswing Foundation FY2024 filing

Tax-deductible

Lakewood, CO501(c)(3)Since 2020Youth DevelopmentEIN 85-3622275Revenue $1.0M in FY2024

This page gets seen. Tell your story. Claim this org.

Upswing foundation's mission is to catapult dreams and connect people, specifically by (I) providing first-rate resources & opportunities to underserved youth. (II) unifying diverse communities via education, whimsy & gathering. (III) building & maintaining sports facility that empowers & inspires all. (IV) supporting other nonprofit and foreign organizations that align both in mission and application of foundation's aim.

501(c)(3) charity; gifts are tax-deductible.
83¢ of each $1 spent went to programs.
$249K 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

FY2024 · 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
1 of 3
filings with a surplus
Average surplus $1.9M a year · 47% of revenue · last 3 filings
Worth a look: a surplus in 1 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
83%
of spending
Looks good: 83% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$249K
to officers and key staff · 9% of spending
Looks good: pay to officers and key staff is 9% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
66 mo
of spending, in cash
Looks good: 66.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$1.5M
5% of total assets
Looks good: liabilities are 5% of assets; 50% or less.
Pt X · Ln 26
Independent board members
1
of 3 voting members
Worth a look: 1 of 3 voting members are independent, under half.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.0M
+10% vs prior year
Spent
$2.8M
To programs
83%
Net assets
$27.3M
By yearFY2022–FY2024
Revenue
$1.0M
FY2024▲ +10%
Revenue by fiscal year
FY2022$10.1M
FY2023$915K
FY2024$1.0M
FY2024$916K
Expenses
$2.8M
FY2024▲ +52%
Expenses by fiscal year
FY2022$1.7M
FY2023$1.8M
FY2024$2.8M
FY2024$3.4M
Net assets
$27.3M
FY2024▼ -6%
Net assets by fiscal year
FY2022$30.5M
FY2023$29.1M
FY2024$27.3M
FY2024$24.9M

From the FY2024 Form 990 (year ending September 2024) · figures checked against the IRS filing · see the original

Give Claim
You’re viewing the FY2024 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 2023.

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

Where the money goes

83 cents of each dollar spent went to programs.

Program services 83% · $2.3M Management & general 17% · $485K

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

Something off? The org can add a note here. Request edit privileges.

Who runs it and what they're paid

5 people listed on the 990; $249K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
$159,549Pt VII · Sec A
CMO (thru 7/24)
$89,706Pt VII · Sec A
President
$0Pt VII · Sec A
Secretary/Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A

Kristy Detrick’s $184K as Vice President Operations is at the 81st percentile of top reported officer pay among 1552 $1–10M youth 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 · 4 named individuals · Part VII

NameFY2024FY2024FY2023
Brian Kula——$204,510
Kristy Detrick$183,528——
Josh Wilson$146,114$159,549$55,292
Ted Gerbick—$89,706$8,442

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 Upswing Foundation executive salaries →

Are you one of these people? Claim this org to confirm your role

Something off? The org can add a note here. Request edit privileges.

Questions the 990 asks

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

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes
  • Loans to or from officersSch L · Pt II1 listed

Programs and updates

Empowers underserved youth with resources, unites communities through education and events, and builds inspiring sports facilities.

Provided by the organization

Know this organization? Claim it to add your story

2 programs · $2.3M · in their own filed words · FY2023
01

Enrichment, Scholarships, Athletic Facility

Upswing provides specialized sports training and mentorship to educate gifted underserved student-athletes who do not otherwise have the resources to obtain such sports TRAINING.OUR upswing experience scholarship provides aspiring athletes with access to the highest quality performance training and recovery programs available, helping…

$1.8Mprogram expense
02

Humanitarian

Upswing foundation maintains a retreat home and education facility (previously the retreat home) to support general well-being, mental health, and development and provide retreats for children from underserved communities.

$446Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · this organization's grantmaking
Grants paid · 22 grants · $2.1M · 2021–2024
Hope Haven Charitable TrustCO · FY2024$158,131
Ace ScholarshipsCO · FY2024$115,000
Restore InternationalCA · FY2024$10,000
Unitemized GrantFY2024$8,341
Irresistable Church NetworkGA · FY2024$7,500
Hope Haven Charitable TrustCO · FY2023$100,000
Covered CorporationCO · FY2023$100,000
Colorado JR BuffsFY2023$25,000
Jeffco Public Schools (arvada West Hs)FY2023$8,000
Covered CorporationCO · FY2022$100,000
Hope Haven Charitable TrustCO · FY2022$100,000
Athletics & BeyondCO · FY2022$54,000
Pools for Kids INCCO · FY2022$32,000
Gold Crown Foundation INCCO · FY2022$20,000
See all 22 grants →

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$1.0M
Ln 12
Investment incomeLn 3$992K
Fees for servicesLn 2g$11K
Gifts and grantsLn 1h$6K
Money outPt IX
$2.8M
Ln 25
Programscol B$2.3M
Managementcol C$485K
Owns and owesPt X
$27.3M
net assets · Ln 32
Cash and savingsLn 1–2$15.4M
Total assetsLn 16$28.8M
LiabilitiesLn 26$1.5M
PeoplePt VI, VII
5
listed · VII A
PaidVII A2
Voting boardVI 1a3
IndependentVI 1b1
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$6K
Fees for servicesLn 2g$11K
Investment incomeLn 3$992K
Other incomeLn 4–11$2K
Total revenueLn 12$1.0M
Assets in detailPt X, end of year
CashLn 1$320K
SavingsLn 2$15.1M
Cash and savings togetherLn 1–2$15.4M
InvestmentsLn 11–13$4.1M
Land, buildings, equipmentLn 10c$4.2M
Other assetsLn 15$1.5M
Total assetsLn 16$28.8M
LiabilitiesLn 26$1.5M
Net assetsLn 32$27.3M
OperationsPt I, VI
EmployeesI 522
VolunteersI 613
Fiscal year endsHeaderSeptember
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 FY24End FY24
Cash and savingsLn 1–2$19.8M$15.4M
InvestmentsLn 11–13$4.1M$4.1M
Land, buildings, equipmentLn 10c$2.5M$4.2M
Total assetsLn 16$29.4M$28.8M
LiabilitiesLn 26$277K$1.5M
Net assetsLn 32$29.1M$27.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$291K$291K
Pay of current officers, directors and key staffLn 5$286K$269K$17K
Other salaries and wagesLn 7$388K$350K$38K
Other employee benefitsLn 9$15K$12K$3K
Payroll taxesLn 10$57K$53K$5K
Legal feesLn 11b$238K$57K$181K
Accounting feesLn 11c$116K$116K
Other fees for servicesLn 11g$265K$259K$6K
Advertising and promotionLn 12$37K$29K$7K
Office expensesLn 13$33K$25K$8K
Information technologyLn 14$21K$4K$18K
OccupancyLn 16$297K$295K$2K
TravelLn 17$94K$92K$1K
Conferences, conventions and meetingsLn 19$78K$18K$60K
InterestLn 20$667$667
Depreciation, depletion and amortizationLn 22$164K$163K$1K
InsuranceLn 23$38K$33K$5K
Other expenses (24a–d)Ln 24$329K$327K$2K
All other expensesLn 24e$32K$20K$13K
Total functional expensesLn 25$2.8M$2.3M$485K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Viewing $1.0M$2.8M−$1.8M$27.3M 990 PDF
FY2023 $915K$1.8M−$914K$29.1M 990 PDF
FY2022 $10.1M$1.7M$8.4M$30.5M 990 PDF

Want to add your own materials alongside these filings? Claim this org

Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (6 parts)
Part I · Summary $1,010,282 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$5,627
I-9 Program service revenuePrior year $0$11,105
I-10 Investment incomePrior year $915,309$991,827
I-11 Other revenuePrior year $0$1,723
I-12 Total revenuePrior year $915,309$1,010,282
I-13 Grants and similar amounts paidPrior year $328,950$291,091
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $468,855$746,272
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,031,342$1,742,603
I-18 Total expensesPrior year $1,829,147$2,779,966
I-19 Revenue less expensesPrior year −$913,838−$1,769,684
Part VI · Governance 1 of 3 board members independent, 1 to look at
VI-1a Voting members of the governing body3
VI-1b Independent voting members1
VI-2 Family or business relationship among officers or directorsYes
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 $1,010,282 across 6 lines filed
VIII-1f All other contributions, gifts and grants$5,627
VIII-1h Total contributions, gifts and grants$5,627
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $11,105$11,105
VIII-3 Investment incomeExcluded from tax $991,827$991,827
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $1,723$1,723
VIII-12 Total revenueRelated to mission $11,105 · Unrelated business $0 · Excluded from tax $993,550$1,010,282
Part IX · Statement of functional expenses $2,779,966 across 19 lines filed
IX-1 Grants to domestic organizationsPrograms $291,091$291,091
IX-5 Pay of current officers, directors and key staffPrograms $268,652 · Management $17,485$286,137
IX-7 Other salaries and wagesPrograms $349,809 · Management $38,233$388,042
IX-9 Other employee benefitsPrograms $11,682 · Management $2,966$14,648
IX-10 Payroll taxesPrograms $52,910 · Management $4,535$57,445
IX-11b Legal feesPrograms $56,877 · Management $180,863$237,740
IX-11c Accounting feesManagement $116,039$116,039
IX-11g Other fees for servicesPrograms $259,138 · Management $5,696$264,834
IX-12 Advertising and promotionPrograms $29,245 · Management $7,498$36,743
IX-13 Office expensesPrograms $25,237 · Management $7,677$32,914
IX-14 Information technologyPrograms $3,637 · Management $17,537$21,174
IX-16 OccupancyPrograms $294,928 · Management $2,229$297,157
IX-17 TravelPrograms $92,395 · Management $1,429$93,824
IX-19 Conferences, conventions and meetingsPrograms $17,760 · Management $60,152$77,912
IX-20 InterestManagement $667$667
IX-22 Depreciation, depletion and amortizationPrograms $162,766 · Management $1,292$164,058
IX-23 InsurancePrograms $32,568 · Management $5,315$37,883
IX-24 Other expenses (24a–d)Programs $327,160 · Management $2,165$329,325
IX-24e All other expensesPrograms $19,535 · Management $12,798$32,333
IX-25 Total functional expensesPrograms $2,295,390 · Management $484,576 · Fundraising $0$2,779,966
Part X · Balance sheet $28,801,739 assets, 14 lines filed
Asset lines not itemized here account for $3,442,500; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $171,785$320,333
X-2 Savings and temporary cash investmentsStart of year $19,582,126$15,094,161
X-4 Accounts receivableStart of year $10,956$48,735
X-9 Prepaid expenses and deferred chargesStart of year $139,973$50,575
X-10c Land, buildings and equipment, netStart of year $2,481,795$4,234,455
X-12 Other securitiesStart of year $4,087,263$4,087,263
X-15 Other assetsStart of year $236,690$1,523,717
X-16 Total assetsStart of year $29,390,588$28,801,739
X-17 Accounts payable and accrued expensesStart of year $162,442$87,548
X-25 Other liabilitiesStart of year $114,102$1,369,831
X-26 Total liabilitiesStart of year $276,544$1,457,379
X-27 Net assets without donor restrictionsStart of year $29,114,044$27,344,360
X-32 Total net assets or fund balancesStart of year $29,114,044$27,344,360
X-33 Total liabilities and net assetsStart of year $29,390,588$28,801,739
Part XI · Reconciliation of net assets $27,344,360 net assets at year end
XI-1 Total revenue$1,010,282
XI-2 Total expenses$2,779,966
XI-3 Revenue less expenses−$1,769,684
XI-4 Net assets at start of year$29,114,044
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$27,344,360

Form 990 e-file (XML) FY2024 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.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.
Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.

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.