Civic Intelligence

Upstart Bay Area

990 • Fiscal year 2016 • EIN 26-3094076

Jul 01, 2015 to Jun 30, 2016 • Filed on Apr 25, 2017

Organization Profilewww.upstartbayarea.org

View Organization Page

560 Mission StreetSan Francisco, CA 94105

(415) 536-5918

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

36th percentile

0.04x

Higher debt load relative to assets than 36% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

40th percentile

0.06x

Higher debt load relative to revenue than 40% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

3rd percentile

-112%

Higher net margin than 3% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

84th percentile

$150,860

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 19.2% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

3rd percentile

-39%

Faster asset growth than 3% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

2nd percentile

-73%

Faster revenue growth than 2% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$1,419,335

Down $890,418 (-39%) from 2015

Net Assets

Down

$1,368,472

Down $878,575 (-39%) from 2015

Liabilities

Down

$50,863

Down $11,843 (-19%) from 2015

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin3rd percentile

Revenue

Down

$787,549

Down $2,106,006 (-73%) from 2015

Expenses

Up

$1,666,124

Up $450,986 (+37%) from 2015

Net Income

Down

-$878,575

Down $2,556,992 (-152%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2011: $321,703Liabilities 2011: $15,007Net Assets 2011: $306,6962011Assets 2012: $360,840Liabilities 2012: $16,042Net Assets 2012: $344,7982012Assets 2013: $481,440Liabilities 2013: $25,938Net Assets 2013: $455,5022013Assets 2014: $619,317Liabilities 2014: $42,752Net Assets 2014: $576,5652014Assets 2015: $2,309,753Liabilities 2015: $62,706Net Assets 2015: $2,247,0472015Assets 2016: $1,419,335Liabilities 2016: $50,863Net Assets 2016: $1,368,4722016Assets 2017: $2,333,690Liabilities 2017: $120,929Net Assets 2017: $2,212,7612017Assets 2018: $1,614,468Liabilities 2018: $161,189Net Assets 2018: $1,453,2792018Assets 2019: $2,123,454Liabilities 2019: $208,663Net Assets 2019: $1,914,7912019Assets 2020: $2,044,138Liabilities 2020: $751,922Net Assets 2020: $1,292,2162020Assets 2021: $3,262,664Liabilities 2021: $964,549Net Assets 2021: $2,298,1152021Assets 2022: $5,268,133Liabilities 2022: $322,624Net Assets 2022: $4,945,5092022Assets 2023: $3,750,262Liabilities 2023: $248,272Net Assets 2023: $3,501,9902023Assets 2024: $1,355,629Liabilities 2024: $583,287Net Assets 2024: $772,3422024

Highlighted filing

2016

Assets$1,419,335
Liabilities$50,863
Net Assets$1,368,472
Open 2016 Filing

Operations Trend

Revenue Growth2nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2011: $653,9432011Expenses 2012: $1,018,2122012Expenses 2013: $1,088,9172013Revenue 2014: $1,322,986Expenses 2014: $1,201,923Net Income 2014: $121,0632014Revenue 2015: $2,893,555Expenses 2015: $1,215,138Net Income 2015: $1,678,4172015Revenue 2016: $787,549Expenses 2016: $1,666,124Net Income 2016: -$878,5752016Revenue 2017: $3,414,508Expenses 2017: $2,570,219Net Income 2017: $844,2892017Revenue 2018: $2,985,223Expenses 2018: $3,744,705Net Income 2018: -$759,4822018Revenue 2019: $6,475,497Expenses 2019: $6,013,985Net Income 2019: $461,5122019Revenue 2020: $6,490,768Expenses 2020: $7,113,343Net Income 2020: -$622,5752020Revenue 2021: $6,387,953Expenses 2021: $5,382,054Net Income 2021: $1,005,8992021Revenue 2022: $7,572,356Expenses 2022: $4,924,962Net Income 2022: $2,647,3942022Revenue 2023: $4,632,384Expenses 2023: $6,075,903Net Income 2023: -$1,443,5192023Revenue 2024: $4,096,349Expenses 2024: $6,825,997Net Income 2024: -$2,729,6482024

Highlighted filing

2016

Revenue$787,549
Expenses$1,666,124
Net Income-$878,575
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Apr 25, 2017
Return Version
2015v3.0
Gross Receipts
$787,549
Mission and Program Overview

Mission

To inspire and advance innovative ideas that contribute to the continued growth and vitality of jewish life.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$825,196$750,627▼ $74,569
Pledges and Grants Receivable$1,250,943$441,500▼ $809,443
Cash and Non-Interest-Bearing Accounts$201,849$177,064▼ $24,785
Accounts Receivable$17,350$25,648▲ $8,298
Prepaid Expenses and Deferred Charges$13,826$24,349▲ $10,523
Land, Buildings, and Equipment, Net$589$147▼ $442
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$2,309,753$1,419,335▼ $890,418
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$62,706$50,863▼ $11,843
Total Liabilities$62,706$50,863▼ $11,843
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,009,152$792,082▼ $217,070
Unrestricted Net Assets$1,237,895$576,390▼ $661,505
Total Net Assets Fund Balance$2,247,047$1,368,472▼ $878,575
Total Liabilities and Net Assets / Fund Balance$2,309,753$1,419,335▼ $890,418

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$147$8,613-
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Toby RubinCEO (to 11/15)FT$130,000$20,860$150,860
Erik LudwigCOO-$63,207$571$63,778
Aaron KatlerCEO (11/15 On)FT$35,645$756$36,401

Board Members and Trustees

NameTitle
Janet HolmgrenChair
David SteirmanMember
Emeri HandlerMember
Joel YanowitzMember
Jordan FishfeldMember
Kate ForesterMember
Mark AchlerMember
Patricia Karlin-neumannMember
Randi ShaftonMember
Raymond SternMember
Shirley SolomonMember
Ralph GuggenheimSecretary
Joe PreisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$505,084
Program Service Revenue
$281,894
Investment Income
$571
Other Revenue
$0
All Other Contributions
$505,084
Change in Net Assets
$-878,575

Audited Revenue Reconciliation

Revenue per Audited Statements
$787,549
Revenue Not Reported on Form 990
$1,820
Total Revenue per Audited Statements
$789,369
Total Revenue per Form 990
$787,549
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$796,878
Other Expenses$791,746
Total Fundraising Expense$254,060
Grants and Similar Amounts Paid$77,500
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$382,650$13,140$50,819$446,609
Current Officers, Directors, Trustees, and Key Employees$46,597$93,194$93,195$232,986
Fees for Services Other$9,492$75,754$38,014$123,260
Occupancy$104,540$15,726$1,460$121,726
Fees for Services Accounting$20,000$61,571-$81,571
Grants to Domestic Orgs$77,500--$77,500
Travel$60,083$12,931$720$73,734
Payroll Taxes$33,294$13,790$12,157$59,241
Other Employee Benefits$38,302$11,013$8,727$58,042
Conferences and Meetings$25,518$5,436$65$31,019
Office Expenses$9,146$16,886$187$26,219
Insurance-$7,305-$7,305
Depreciation Depletion-$442-$442
Other Expenses$10$265$372$275
All Other Expenses$237,498$-285,842$48,344$0
Total Functional Expenses$1,315,669$96,395$254,060$1,666,124

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,667,944
Expenses per Audited Statements$1,666,124
Total Expenses per Form 990$1,666,124
Expenses Not Reported on Form 990$1,820
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The organization's ceo is responsible for the timely preparation of the form 990. The organization's ceo may confer with accountants and legal counsel of the organization with respect to drafts of the form 990.copies of the completed form 990 (including required schedules) will also be reviewed by the finance committee prior to filing, and distributed to the board after filing.any questions or concerns will be noted and addressed, and the ceo shall ensure that any appropriate changes are incorporated into the form 990, which then shall be signed by the ceo or other authorized officer of the organization.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Conflict disclosure statements are renewed at the annual meeting.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Analysis of compensation of key employees, including the executive director/ceo, other officers, and highly compensated employees required on at least a biennial basis. Salaries shall be compared to similar positions at equivalent organizations based on the region where the employee is located. Based on the analysis, the board shall conclude on whether each key employee's compensation is appropriate. Such analysis shall be documented and filed in the corporation's records.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“Analysis of compensation of key employees, including the executive director/ceo, other officers, and highly compensated employees required on at least a biennial basis. Salaries shall be compared to similar positions at equivalent organizations based on the region where the employee is located. Based on the analysis, the board shall conclude on whether each key employee's compensation is appropriate. Such analysis shall be documented and filed in the corporation's records.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Governing documents are available for public disclosure at the principal place ofbusiness. Financial statements and the conflict of interest policy are availableupon request.”

Filing and Contact Details

Filer

Filer Name
Upstart Bay Area
EIN
26-3094076
Phone
4155365918
Address
560 MISSION STREET, SAN FRANCISCO, CA 94105

Signing Officer

Name
Aaron Katler
Title
CEO
Signed
2017-04-25
Discuss with paid preparer
No

Organization Details

Principal Officer
Aaron Katler
Formed
2008
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
10
Volunteers
13

Preparer

Firm
Doran & Associates
Address
55 MITCHELL BOULEVARD STE 3, SAN RAFAEL, CA 94903
Preparer
Lisa Doran CPA
Phone
4154911130
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“Other program services 4: bay area - cultivating upstart's core affiliates (upstarters) advancing their organizations through upstart's:1. Business planning2. Capacity building3. Organizational development opportunities4. Exposure to major funders and foundations5. Access to resources6. Community of change-makers other program services 5: evaluation project - to augment upstart's learning and evaluation process with the organizations it supports and assists, with a focus on understanding how organizations are cultivating, transmitting, and applying jewish wisdom and sensibilities in their work, and what practices and approaches are effective in this regard.”

Financial Statement Notes

Part X : FIN48 Footnote

“ASC 740-10, Accounting for Uncertainty in Income Taxes - The preparation of financial statements in conformity with accounting principles generally accepted in the United States of America requires the Corporation to report information regarding its exposure to various tax positions taken by the Corporation. The Corporation has determined whether any tax positions have met the recognition threshold and have measured the Corporations exposure to those tax positions. Management believes that the Corporation has adequately addressed all relevant tax positions and that there are no unrecorded tax liabilities. Federal and state tax authorities generally have the right to examine and audit the previous three years of tax returns filed. Any interest or penalties assessed to the Corporation are recorded in operating expenses. No interest or penalties from federal or state tax authorities were recorded in the accompanying financial statements.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt7Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13CEO (TO 11/15)
IRS990/Form990PartVIISectionAGrp/TitleTxt14COO
IRS990/Form990PartVIISectionAGrp/TitleTxt15CEO (11/15 ON)
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IRS990/GamingActivitiesInd0false
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IRS990/InfoInScheduleOPartIIIInd0X
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IRS990/InsuranceGrp/ManagementAndGeneralAmt07305
IRS990/InsuranceGrp/TotalAmt07305
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0571
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0571
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IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
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IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt01460
IRS990/OccupancyGrp/ManagementAndGeneralAmt015726
IRS990/OccupancyGrp/ProgramServicesAmt0104540
IRS990/OccupancyGrp/TotalAmt0121726
IRS990/OfficeExpensesGrp/FundraisingAmt0187
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt016886
IRS990/OfficeExpensesGrp/ProgramServicesAmt09146
IRS990/OfficeExpensesGrp/TotalAmt026219
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt08727
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt011013
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt038302
IRS990/OtherEmployeeBenefitsGrp/TotalAmt058042
IRS990/OtherExpensesGrp/Desc0PROGRAM AND PROJECT CONSULTANT
IRS990/OtherExpensesGrp/Desc1OTHER PROGRAMMING EXPENSES
IRS990/OtherExpensesGrp/Desc2BANK AND SERVICE FEES
IRS990/OtherExpensesGrp/Desc3ALL OTHER EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt0372
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt052567
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11737
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2480
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3265
IRS990/OtherExpensesGrp/ProgramServicesAmt0266754
IRS990/OtherExpensesGrp/ProgramServicesAmt14285
IRS990/OtherExpensesGrp/ProgramServicesAmt210
IRS990/OtherExpensesGrp/TotalAmt0319321
IRS990/OtherExpensesGrp/TotalAmt16022
IRS990/OtherExpensesGrp/TotalAmt2852
IRS990/OtherExpensesGrp/TotalAmt3275
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt013140
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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt012157
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt013790
IRS990/PayrollTaxesGrp/ProgramServicesAmt033294
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IRS990/ProgSrvcAccomActy2Grp/GrantAmt042500
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IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0208005
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IRS990/PYProgramServiceRevenueAmt0376262
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01004580
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0811518

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,419,335
Liabilities
$50,863
Net assets
$1,368,472
Revenue
$787,549
Expenses
$1,666,124
Net income
-$878,575
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.58$0.77$4.10$6.83$2.73
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.75$0.25$3.50$4.63$6.08$1.44
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.27$0.32$4.95$7.57$4.92$2.65
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.26$0.96$2.30$6.39$5.38$1.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.04$0.75$1.29$6.49$7.11$0.62
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.12$0.21$1.91$6.48$6.01$0.46
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$0.16$1.45$2.99$3.74$0.76
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.33$0.12$2.21$3.41$2.57$0.84
2016Detailed filing. Detailed filing data is available for this year.$1.42$0.05$1.37$0.79$1.67$0.88
2015Detailed filing. Detailed filing data is available for this year.$2.31$0.06$2.25$2.89$1.22$1.68
2014Detailed filing. Detailed filing data is available for this year.$0.62$0.04$0.58$1.32$1.20$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.03$0.46$1.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.02$0.34$1.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.02$0.31$0.65