Civic Intelligence

Upstart Bay Area

990 • Fiscal year 2018 • EIN 26-3094076

Jul 01, 2017 to Jun 30, 2018 • Filed on Apr 18, 2019

1111 Broadway 3rd FloorOakland, CA 94607

(415) 536-5918

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.10x

Higher debt load relative to assets than 52% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

39th percentile

0.05x

Higher debt load relative to revenue than 39% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

11th percentile

-25%

Higher net margin than 11% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

93rd percentile

$264,751

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 8.9% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

4th percentile

-31%

Faster asset growth than 4% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

19th percentile

-13%

Faster revenue growth than 19% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Down

$1,614,468

Down $719,222 (-31%) from 2017

Net Assets

Down

$1,453,279

Down $759,482 (-34%) from 2017

Liabilities

Up

$161,189

Up $40,260 (+33%) from 2017

Revenue

Down

$2,985,223

Down $429,285 (-13%) from 2017

Expenses

Up

$3,744,705

Up $1,174,486 (+46%) from 2017

Net Income

Down

-$759,482

Down $1,603,771 (-190%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$1,614,468
Liabilities$161,189
Net Assets$1,453,279

Operations Trend

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

2018

Revenue$2,985,223
Expenses$3,744,705
Net Income-$759,482
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Apr 18, 2019
Return Version
2017v2.2
Gross Receipts
$2,985,223
Mission and Program Overview

Mission

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

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,038,546$1,204,528▲ $165,982
Pledges and Grants Receivable$937,825$187,464▼ $750,361
Accounts Receivable$16,712$115,052▲ $98,340
Savings and Temporary Cash Investments$316,442$66,547▼ $249,895
Prepaid Expenses and Deferred Charges$24,165$40,877▲ $16,712
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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$2,333,690$1,614,468▼ $719,222
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$90,929$148,689▲ $57,760
Deferred Revenue$30,000$12,500▼ $17,500
Total Liabilities$120,929$161,189▲ $40,260
Net Assets / Fund Balance
Unrestricted Net Assets$619,460$1,012,242▲ $392,782
Temporarily Rstr Net Assets$1,593,301$441,037▼ $1,152,264
Total Net Assets Fund Balance$2,212,761$1,453,279▼ $759,482
Total Liabilities and Net Assets / Fund Balance$2,333,690$1,614,468▼ $719,222
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Aaron KatlerCEOFT$251,775$12,976$264,751
Linda GerardChief Prog OfficerPT$178,282$14,344$192,626
Taylor EpsteinSr. Dir., DesignFT$101,333$8,118$109,451

Highest Paid Contractors

ContractorServicesLocationCompensation
Abilene PartnersAccounting7500 Rialto Blvd Bldg 1 Ste 250, Austin, TX 78735$127,775
Revenue and Support

Revenue Composition

Contributions and Grants
$2,366,868
Program Service Revenue
$618,137
Investment Income
$218
Other Revenue
$0
All Other Contributions
$2,366,868
Change in Net Assets
$-759,482

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,985,223
Revenue Not Reported on Form 990
$551
Total Revenue per Audited Statements
$2,985,774
Total Revenue per Form 990
$2,985,223
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,105,070
Other Expenses$1,454,435
Total Fundraising Expense$485,685
Grants and Similar Amounts Paid$185,200
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,076,209$273,272$175,500$1,524,981
Current Officers, Directors, Trustees, and Key Employees$40,521$32,340$169,689$242,550
Fees for Services Other$136,450$58,988$5,434$200,872
Occupancy$60,058$128,764$804$189,626
Grants to Domestic Orgs$185,200--$185,200
Travel$143,279$32,279$2,954$178,512
Office Expenses$97,698$67,992$1,833$167,523
Other Employee Benefits$99,603$32,067$23,731$155,401
Conferences and Meetings$139,010$11,331$4,159$154,500
Fees for Services Accounting$17,164$132,660-$149,824
Payroll Taxes$80,658$21,875$24,993$127,526
Pension Plan Contributions$34,846$8,930$10,836$54,612
Insurance$4,133$17,864-$21,997
Fees for Services Legal$3,772--$3,772
Other Expenses$226$2,662$622$226
All Other Expenses$484,667$-547,807$63,350$210
Total Functional Expenses$2,984,863$274,157$485,685$3,744,705

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,745,256
Expenses per Audited Statements$3,744,705
Total Expenses per Form 990$3,744,705
Expenses Not Reported on Form 990$551
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Jewish Studio ProjectBerkeley, CA501(c)(3)Accelerator Program$35,200
SvaraEvanston, IL501(c)(3)Accelerator Program$35,000
FJC - A Foundation of PhilanNew York, NY501(c)(3)Venture Accelerator Program$10,000
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.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
1111 BROADWAY 3RD FLOOR, OAKLAND, CA 94607

Signing Officer

Name
Aaron Katler
Title
CEO
Signed
2019-04-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Aaron Katler
Formed
2008
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
19
Volunteers
15

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 2: New Services

In November 2016, UpStart agreed to merge with two New York-based non-profit organizations, both of which had similar missions - to serve as the central resource for Jewish innovation. The newly envisioned UpStart included Bikkurim and Joshua Venture Group, along with the current U.S.-based programs of PresenTense. The four organizations provided the Jewish communitys leading support services for innovators and organizations looking to tackle todays Jewish challenges with new ways of thinking, and to create meaningful access points to Jewish life. Through this consolidation, UpStart has leveraged the best of each organization to house all innovation resources under one roof - delivering a comprehensive, streamlined suite of high-quality services to entrepreneurs, intrapreneurs, and communities pursuing Jewish innovation. UpStart is the surviving organization. The merger was approved by the States of California and New York, with an effective date of July 1, 2017. The net impact of the assumption of the assets and liabilities of the merged organizations was $132,134, recorded as a contribution on the Statement of Revenue for the year ended June 30, 2018.

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

OTHER PROGRAM SERVICES 4: Accelerators & Community Programs: Accelerators take an idea from seed to success, nurturing it every step of the way. Our Accelerators are longer-term, cohort-based programs for the most promising leaders and initiatives to grow their impact. UpStart Labs bring people together to spark solutions to our communitys most vexing challenges. Participants with the most promising ideas receive follow-on support to fuel their success in the real world. Sprints and Workshops offer dynamic trainings to develop participants' capacity to build successful entrepreneurial initiatives. OTHER PROGRAM SERVICES 5: Colorado Teen Program: The UpStart Colorado Teen Fellowship empowers Jewish teens to make change by creating their own social entrepreneurship initiatives to strengthen local community. Through the six-month fellowship, a select cohort of high school students develop new ideas, test their ventures with friends and peers, iterating and evolving the venture along the way.

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 has 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.

Raw XML AppendixShowing 400 of 630 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt090929
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0148689
IRS990/AccountsReceivableGrp/BOYAmt016712
IRS990/AccountsReceivableGrp/EOYAmt0115052
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Our 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.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt02366868
IRS990/AllOtherExpensesGrp/FundraisingAmt063350
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0-547807
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0484667
IRS990/AllOtherExpensesGrp/TotalAmt0210
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0AARON KATLER
IRS990/BooksInCareOfDetail/PhoneNum04155365918
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01111 BROADWAY 3RD FLOOR
IRS990/BooksInCareOfDetail/USAddress/CityNm0OAKLAND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094607
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt01038546
IRS990/CashNonInterestBearingGrp/EOYAmt01204528
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt0169689
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt032340
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt040521
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0242550
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/FundraisingAmt04159
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt011331
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0139010
IRS990/ConferencesMeetingsGrp/TotalAmt0154500
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0127775
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt07500 Rialto Blvd Bldg 1 Ste 250
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0Austin
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0TX
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd078735
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0Abilene Partners
IRS990/ContractorCompensationGrp/ServicesDesc0Accounting
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02366868
IRS990/CYGrantsAndSimilarPaidAmt0185200
IRS990/CYInvestmentIncomeAmt0218
IRS990/CYOtherExpensesAmt01454435
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0618137
IRS990/CYRevenuesLessExpensesAmt0-759482
IRS990/CYSalariesCompEmpBnftPaidAmt02105070
IRS990/CYTotalExpensesAmt03744705
IRS990/CYTotalFundraisingExpenseAmt0485685
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02985223
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt030000
IRS990/DeferredRevenueGrp/EOYAmt012500
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0Organizational Capacity Building: Strengthening UpStart's infrastructure and capacity to grow and impact the community in new and more significant ways.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt019
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt01256262
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0132660
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt017164
IRS990/FeesForServicesAccountingGrp/TotalAmt0149824
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt03772
IRS990/FeesForServicesLegalGrp/TotalAmt03772
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/FundraisingAmt05434
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt058988
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0136450
IRS990/FeesForServicesOtherGrp/TotalAmt0200872
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt160.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt170.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1626.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1740.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1512976
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1614344
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt178118
IRS990/Form990PartVIISectionAGrp/PersonNm0DAVID STEIRMAN
IRS990/Form990PartVIISectionAGrp/PersonNm1NANCY SCHWARTZ STERNOFF
IRS990/Form990PartVIISectionAGrp/PersonNm2JOE PREIS
IRS990/Form990PartVIISectionAGrp/PersonNm3JORDAN FISHFELD
IRS990/Form990PartVIISectionAGrp/PersonNm4EMERI HANDLER
IRS990/Form990PartVIISectionAGrp/PersonNm5KATE FORESTER
IRS990/Form990PartVIISectionAGrp/PersonNm6KATE KASTENBAUM
IRS990/Form990PartVIISectionAGrp/PersonNm7JANET HOLMGREN
IRS990/Form990PartVIISectionAGrp/PersonNm8MARK ACHLER
IRS990/Form990PartVIISectionAGrp/PersonNm9ELI MALINSKY
IRS990/Form990PartVIISectionAGrp/PersonNm10SHIRLEY SOLOMON
IRS990/Form990PartVIISectionAGrp/PersonNm11RAYMOND STERN
IRS990/Form990PartVIISectionAGrp/PersonNm12RABBI SARAH BASSIN
IRS990/Form990PartVIISectionAGrp/PersonNm13JONATHAN HOROWITZ
IRS990/Form990PartVIISectionAGrp/PersonNm14RABBI PATRICIA KARLIN-NEUMANN
IRS990/Form990PartVIISectionAGrp/PersonNm15AARON KATLER
IRS990/Form990PartVIISectionAGrp/PersonNm16LINDA GERARD
IRS990/Form990PartVIISectionAGrp/PersonNm17TAYLOR EPSTEIN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15251775
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16178282
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17101333
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBER
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/TitleTxt13MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt16CHIEF PROG OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt17SR. DIR., DESIGN
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr02008
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt060200
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0185200
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0185200
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt02985223
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt017864
IRS990/InsuranceGrp/ProgramServicesAmt04133
IRS990/InsuranceGrp/TotalAmt021997
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0218
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0218
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt036
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Our 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02212761
IRS990/NetAssetsOrFundBalancesEOYAmt01453279
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt0804
IRS990/OccupancyGrp/ManagementAndGeneralAmt0128764
IRS990/OccupancyGrp/ProgramServicesAmt060058
IRS990/OccupancyGrp/TotalAmt0189626
IRS990/OfficeExpensesGrp/FundraisingAmt01833
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt067992
IRS990/OfficeExpensesGrp/ProgramServicesAmt097698
IRS990/OfficeExpensesGrp/TotalAmt0167523
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt023731
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt032067
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt099603
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0155401
IRS990/OtherExpensesGrp/Desc0PROGRAM AND PROJECT CONSULTANT
IRS990/OtherExpensesGrp/Desc1OTHER PROGRAMMING EXPENSES
IRS990/OtherExpensesGrp/Desc2BANK AND SERVICE FEES
IRS990/OtherExpensesGrp/Desc3TAXES
IRS990/OtherExpensesGrp/FundraisingAmt01780
IRS990/OtherExpensesGrp/FundraisingAmt1622
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0500
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1440
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22662
IRS990/OtherExpensesGrp/ProgramServicesAmt0302007
IRS990/OtherExpensesGrp/ProgramServicesAmt175291
IRS990/OtherExpensesGrp/ProgramServicesAmt24071
IRS990/OtherExpensesGrp/ProgramServicesAmt3226
IRS990/OtherExpensesGrp/TotalAmt0302507
IRS990/OtherExpensesGrp/TotalAmt177511
IRS990/OtherExpensesGrp/TotalAmt27355
IRS990/OtherExpensesGrp/TotalAmt3226
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0175500
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0273272
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01076209
IRS990/OtherSalariesAndWagesGrp/TotalAmt01524981
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt024993
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt021875
IRS990/PayrollTaxesGrp/ProgramServicesAmt080658
IRS990/PayrollTaxesGrp/TotalAmt0127526
IRS990/PensionPlanContributionsGrp/FundraisingAmt010836
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt08930
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt034846
IRS990/PensionPlanContributionsGrp/TotalAmt054612
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0937825
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0187464
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt024165
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt040877
IRS990/PrincipalOfficerNm0AARON KATLER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0541900
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0618137
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0618137
IRS990/ProgSrvcAccomActy2Grp/Desc0Accelerators & Community Programs: Accelerators take an idea from seed to success, nurturing it every step of the way. Our Accelerators are longer-term, cohort-based programs for the most promising leaders and initiatives to grow their impact. UpStart Labs bring people together to spark solutions to our communitys most vexing challenges. Participants with the most promising ideas receive follow-on support to fuel their success in the real world. Sprints and Workshops offer dynamic trainings to develop participants' capacity to build successful entrepreneurial initiatives.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01052931
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0125000
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt019154
IRS990/ProgSrvcAccomActy3Grp/Desc0Consulting: Consulting services for institutions to assist those with an entrepreneurial drive to create change within more established organizations.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0507791
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0492744
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt02940775
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0228895
IRS990/PYInvestmentIncomeAmt0331
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01118255

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2018Detailed filing. Detailed filing data is available for this year.$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