Upstart Bay Area
- Assets
- $5.3m
- Revenue
- $7.6m
- Investments
- $0.0
- Employees
- 28
- Location
- Oakland, CA
- Founding
- 03/2009
- Data as of
- 06/2022
- EIN
- 26-3094076
Organization Overview
Upstart Bay Area is located in Oakland, CA. The organization was established in 2009. According to its NTEE Classification (S50) the organization is classified as: Nonprofit Management, under the broad grouping of Community Improvement & Capacity Building and related organizations. As of 06/2022, Upstart Bay Area employed 28 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Upstart Bay Area is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Upstart Bay Area generated $7.6m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 38.2% each year . All expenses for the organization totaled $4.9m during the year ending 06/2022. While expenses have increased by 16.7% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2017, Upstart Bay Area has awarded 196 individual grants totaling $10,209,874. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
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.
Describe the Organization's Program Activity:
Part 3 - Line 4a
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 VENTURES; AN EARLY STAGE PROGRAM THAT PROVIDES RESOURCES AND TRAINING TO SUPPORT ENTREPRENEURS TO ACHIEVE PRODUCT-MARKET FIT FOR THEIR VENTURE;CONT. ON SCH. O
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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Aaron Katler CEO | Officer | 40 | $270,833 |
Aliza Mazor Chief Fld Bld Off. | 35 | $181,965 | |
Jed Snerson CFO | Officer | 40 | $177,890 |
Rebecca Kaduru Cf Strat. Officer | 40 | $143,231 | |
Jaime Barry Cf Staff & Brand | 40 | $132,954 | |
Taylor Epstein Mg Dir, Lrn/design | 40 | $126,082 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $503,107 |
| All other contributions, gifts, grants, and similar amounts not included above | $6,886,330 |
| Noncash contributions included in lines 1a–1f | $30,297 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $7,389,437 |
| Total Program Service Revenue | $182,515 |
| Investment income | $404 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $7,572,356 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $1,025,857 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $1,200 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $474,660 |
| Compensation of current officers, directors, key employees. | $286,601 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $1,878,113 |
| Pension plan accruals and contributions | $84,617 |
| Other employee benefits | $229,465 |
| Payroll taxes | $169,115 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $100,160 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $425,871 |
| Advertising and promotion | $0 |
| Office expenses | $116,468 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $138,595 |
| Travel | $26,664 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $11,512 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $19,056 |
| Insurance | $38,995 |
| All other expenses | $0 |
| Total functional expenses | $4,924,962 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $2,362,366 |
| Savings and temporary cash investments | $501,646 |
| Pledges and grants receivable | $2,300,000 |
| Accounts receivable, net | $22,912 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $28,541 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $52,668 |
| Other assets | $0 |
| Total assets | $5,268,133 |
| Accounts payable and accrued expenses | $322,624 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $322,624 |
| Net assets without donor restrictions | $2,628,009 |
| Net assets with donor restrictions | $2,317,500 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $5,268,133 |
Grants Awarded
Over the last fiscal year, Upstart Bay Area has awarded $967,907 in support to 18 organizations.
| Grant Recipient | Amount |
|---|---|
Scottsdale, AZ PURPOSE: Fiscal Sponsorship | $429,123 |
Belmont, MA PURPOSE: Fiscal Sponsorship | $200,000 |
EMBODIED JEWISH LEARNING PURPOSE: Fiscal Sponsorship | $96,534 |
Los Angeles, CA PURPOSE: Philanthropic Strategy | $25,000 |
Santa Monica, CA PURPOSE: Collaboratory Challenge Grant | $23,000 |
New York, NY PURPOSE: Collaboratory Challenge Grant | $20,625 |
Grants Recieved
Over the last fiscal year, we have identified 22 grants that Upstart Bay Area has recieved totaling $3,836,760.
| Awarding Organization | Amount |
|---|---|
Shimon Ben Joseph Foundation San Francisco, CA PURPOSE: GENERAL OPERATING SUPPORT | $2,000,000 |
Circle Of Service Foundation Chicago, IL PURPOSE: JEWISH COMMUNITY | $350,000 |
William Davidson Foundation Birmingham, MI PURPOSE: TO SUPPORT ACCELERATOR PROGRAMS AND FOR GENERAL OPERATING SUPPORT | $250,000 |
Schwab Charitable Fund San Francisco, CA PURPOSE: PUBLIC, SOCIETAL BENEFIT | $218,016 |
Rodan Family Foundation Orinda, CA PURPOSE: CHARITABLE PURPOSES OF THE ORGANIZATION | $206,780 |
Jewish Communal Fund New York, NY PURPOSE: GENERAL SUPPORT | $175,500 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Jacobs Center For Neighborhood Innovation San Diego, CA | $67,799,135 | $4,267,167 |
Horizons Foundation San Francisco, CA | $41,480,128 | $8,470,990 |
Satellite Affordable Housing Associates Property Management Berkeley, CA | $2,977,079 | $7,479,132 |
Impact Online Inc Pleasanton, CA | $7,315,523 | $8,512,412 |
Upstart Bay Area Oakland, CA | $5,268,133 | $7,572,356 |
Power California Los Angeles, CA | $5,114,857 | $3,690,526 |
Long Beach Nonprofit Partnership Long Beach, CA | $993,393 | $3,069,719 |
La Union Del Pueblo Entero Keene, CA | $5,952,315 | $4,158,568 |
Cfs Real Property Inc Ewa Beach, HI | $18,749,955 | $2,331,459 |
Compasspoint Nonprofit Services San Francisco, CA | $4,915,311 | $4,789,548 |
Southern California Center For Nonprofit Management Los Angeles, CA | $834,254 | $2,511,911 |
West Valley Mission Community College District Foundation Saratoga, CA | $27,021,382 | $2,481,984 |