2024-11-12T11:02:29-06:00 2023-12-31 390974031 WEGNER CPAS LLP 230 PARK AVE FL 3 NEW YORK NY 101690005 990 2023-01-01 821736267 UPSOLVE INC UPSO 2695689257 228 PARK AVENUE S PMB 53933 NEW YORK NY 10003 JONATHAN PETTS CHIEF EXECUTIVE OFFICER 2695689257 2024-11-11 1 1 YIGIT UCTUM CPA P01269549 2125511724 2024-11-07 2023 2024-10-15 13:58:12Z JONATHAN PETTS 228 PARK AVENUE S PMB 53933 NEW YORK NY 10003 1162627 0 X UPSOLVE.ORG X 2017 NY UPSOLVE'S MISSION IS TO EDUCATE, EMPOWER, AND SERVE UNDERPRIVILEGED, DISTRESSED, AND VULNERABLE POPULATIONS THROUGHOUT THE UNITED STATES BY HELPING THEM ACCESS THEIR CIVIL RIGHTS AND LIBERTIES SECURED BY LAW. 5 5 12 15 0 0 1888318 643806 446459 416319 16413 90354 0 12148 2351190 1162627 2250 0 0 0 871665 985658 0 0 193045 1198357 942642 2072272 1928300 278918 -765673 4097671 3322708 53648 44358 4044023 3278350 UPSOLVE'S MISSION IS TO EDUCATE, EMPOWER, AND SERVE UNDERPRIVILEGED, DISTRESSED, AND VULNERABLE POPULATIONS THROUGHOUT THE UNITED STATES BY HELPING THEM ACCESS THEIR CIVIL RIGHTS AND LIBERTIES SECURED BY LAW. 0 0 1422957 0 416319 LEGAL RELATED AND EDUCATION SERVICES - UPSOLVE PROVIDES FREE FINANCIAL AND LEGAL EDUCATION, FREE ONLINE COMMUNITY, ACCESS TO FREE EVALUATIONS, AND FREE TECHNOLOGY TOOLS TO UNDERPRIVILEGED, DISTRESSED, AND LOW-INCOME INDIVIDUALS. IN 2023, ALMOST THREE MILLION PEOPLE VISITED UPSOLVE'S WEBSITE TO CONSUME ITS FREE EDUCATION AND OVER 82,000 PEOPLE USED UPSOLVE'S BANKRUPTCY TECHNOLOGY TOOLS. IN 2023, UPSOLVE MEMBERS CONFIRMED RELIEVING OVER $88 MILLION IN DEBT BY FILING BANKRUPTCY FORMS THEY GENERATED WITH OUR TOOLS. UPSOLVE ALSO PROMOTES EQUAL RIGHTS UNDER THE LAW THROUGH PUBLIC EDUCATION, ADVOCACY, AND COMMUNITY-BASED PARTNERSHIPS. 1422957 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 14 0 12 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X ACCOUNTING SOLUTIONS OF NEW YORK INC 5739533688 241 WEST 37TH STREET SUITE 1207 NEW YORK NY 10018 ROHAN PAVULURI BOARD CHAIR 1.00 X X 0 0 0 ALISA PRATT DIRECTOR 1.00 X 0 0 0 SCOTT KELLY DIRECTOR 1.00 X 0 0 0 MARK HANSEN DIRECTOR 1.00 X 0 0 0 MILTON SYED DIRECTOR 1.00 X 0 0 0 JONATHAN PETTS CEO 40.00 X 193192 0 11800 JEFFREY ZHOU CHIEF TECHNOLOGY OFFICER 40.00 X 197615 0 5850 TINA TRAN MANAGING ATTORNEY 40.00 X 114408 0 6842 BEN JACKSON CHIEF PRODUCT OFFICER 40.00 X 199035 0 11800 ZEV IZENBERG SOFTWARE ENGINEER 40.00 X 120500 0 5363 824750 0 41655 5 0 1 0 0 643806 643806 PROGRAM SERVICES 541900 416319 416319 416319 90354 90354 12148 12148 12148 1162627 416319 0 102502 X 204992 40998 81997 81997 672508 584955 51289 36264 41796 29815 6348 5633 66362 47339 10079 8944 90295 90295 29789 29789 237249 201036 5635 30578 4313 4313 208417 162347 26043 20027 74239 74239 17462 12456 2653 2353 35706 25470 5424 4812 5802 4139 881 782 227090 227090 12280 8760 1865 1655 1928300 1422957 312298 193045 1372461 735971 1659476 250000 139404 171641 28920 26210 28109 13147 1630240 675367 869301 954873 1170866 4097671 3322708 53648 44358 53648 44358 X 3924023 3106709 120000 171641 4044023 3278350 4097671 3322708 -765673 0 X X 0 1 X 1 0 X 1793435 1036525 3232412 1888318 643806 8594496 1793435 1036525 3232412 1888318 643806 8594496 1466448 7128048 13721 11515 2295 16413 90354 134298 12148 12148 8740942 2178483 0.81550 0.83490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 19208 17151 2057 1611032 658216 952816 954873 1230508 67881 67881 1162627 0 1162627 1996181 67881 67881 1928300 0 1928300 X X X 0 0 0 0 0 0 0 0 0 BEN JACKSON CHIEF PRODUCT OFFICER 198535 0 500 0 0 0 0 0 11800 0 210835 0 0 0 JONATHAN PETTS CEO 192692 0 500 0 0 0 0 0 11800 0 204992 0 0 0 JEFFREY ZHOU CHIEF TECHNOLOGY OFFICER 197115 0 500 0 0 0 0 0 5850 0 203465 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED BY THE ORGANIZATION'S OUTSOURCED ACCOUNTANT, CHIEF EXECUTIVE OFFICER, AND MEMBERS OF THE GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, ALL DIRECTORS AND OFFICERS COMPLETE AND SIGN A STATEMENT THAT PROVIDES INFORMATION REGARDING THEIR INTERESTS AND THOSE OF THEIR FAMILY MEMBERS THAT COULD GIVE RISE TO CONFLICTS. THE MEMBERS OF THE GOVERNING BODY MAKE DETERMINATIONS OF WHETHER A CONFLICT EXISTS AND REVIEW ACTUAL CONFLICTS. ANY PERSON WITH A CONFLICT IS PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A ANNUALLY THE MEMBERS OF THE GOVERNING BODY DETERMINE THE CHIEF EXECUTIVE OFFICER'S COMPENSATION USING DATA ON COMPENSATION PAID BY COMPARABLY-SIZED ORGANIZATIONS WITH MISSIONS SIMILAR TO THE ORGANIZATION FOR SIMILAR SERVICES BY REVIEWING THE FORM 990 OF OTHER ORGANIZATIONS AND COMPENSATION SURVEYS. THIS DECISION IS DOCUMENTED IN THE MINUTES OF THE BOARD OF DIRECTORS MEETINGS. THE MOST RECENT TIME OFFICER COMPENSATION WAS APPROVED WAS IN JANUARY 2024. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST, AS WELL AS LISTING THE FORM 990 ON THE CHARITIESNYS.COM. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PAYROLL PROCESSING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,952. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,952. PARTNERSHIPS: PROGRAM SERVICE EXPENSES 40,335. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 40,335. ADVOCACY: PROGRAM SERVICE EXPENSES 37,239. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 37,239. CONTENT: PROGRAM SERVICE EXPENSES 86,252. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 86,252. TRAINING AND DEVELOPMENT: PROGRAM SERVICE EXPENSES 3,191. MANAGEMENT AND GENERAL EXPENSES 680. FUNDRAISING EXPENSES 603. TOTAL EXPENSES 4,474. CONTRACTORS: PROGRAM SERVICE EXPENSES 34,019. MANAGEMENT AND GENERAL EXPENSES 2,003. FUNDRAISING EXPENSES 29,975. TOTAL EXPENSES 65,997. FORM 990, PART XII, LINE 2C: THE BOARD OF DIRECTORS PROVIDES OVERSIGHT OF THE AUDIT PROCESS.