2025-11-17T18:23:04-06:00 2024-12-31 390974031 WEGNER CPAS LLP 230 PARK AVE FL 3 NEW YORK NY 101690005 990 2024-01-01 821736267 UPSOLVE INC UPSO 2695689257 228 PARK AVENUE S PMB 53933 NEW YORK NY 10003 JONATHAN PETTS CHIEF EXECUTIVE OFFICER 2695689257 2025-11-17 1 1 YIGIT UCTUM CPA P01269549 2125511724 2025-11-17 2024 2025-03-06 01:10:19Z JONATHAN PETTS 228 PARK AVENUE S PMB 53933 NEW YORK NY 10003 2096442 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. 8 8 15 8 0 0 643806 1693077 416319 327460 90354 75905 12148 0 1162627 2096442 0 0 0 0 985658 953872 0 0 302735 942642 1020492 1928300 1974364 -765673 122078 3322708 4406125 44358 1005697 3278350 3400428 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 1333656 0 327460 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 2024, ALMOST TWO AND A HALF MILLION PEOPLE VISITED UPSOLVE'S WEBSITE TO CONSUME ITS FREE EDUCATION AND OVER 2,700 PEOPLE FILED USING UPSOLVE'S BANKRUPTCY TECHNOLOGY TOOLS. IN 2024, UPSOLVE MEMBERS CONFIRMED RELIEVING OVER $134 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. 1333656 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 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 15 0 15 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X CHRISTOPHER WILLIAMS 6019428875 11711 DOMAIN DRIVE NO 1551 AUSTIN TX 78758 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 STEVE LEE DIRECTOR 1.00 X 0 0 0 ALEX MOORADIAN DIRECTOR 1.00 X 0 0 0 CHRISTINA ZALOCHA DIRECTOR 1.00 X 0 0 0 JONATHAN PETTS CEO 40.00 X 211269 0 12450 JEFFREY ZHOU CHIEF TECHNOLOGY OFFICER 40.00 X 241846 0 0 TINA TRAN MANAGING ATTORNEY (THRU JUNE 2024) 40.00 X 102232 0 5324 BEN JACKSON CHIEF PRODUCT OFFICER 40.00 X 225500 0 11010 ZEV IZENBERG SOFTWARE ENGINEER 40.00 X 125115 0 6151 FERNANDO URBINA CHIEF OF STAFF 40.00 X 118385 0 4701 1024347 0 39636 6 0 1 0 0 1693077 1693077 PROGRAM SERVICES 541900 327460 327460 327460 75905 75905 2096442 327460 0 75905 X 223719 44744 89487 89488 632458 470367 93926 68165 36788 22133 7881 6774 60907 36644 13048 11215 21797 21797 34755 34755 232101 93523 36871 101707 10212 412 9765 35 273707 255887 10024 7796 14460 8700 3097 2663 44804 19316 13706 11782 27953 24458 1879 1616 352592 352592 8111 4880 1737 1494 1974364 1333656 337973 302735 735971 326455 250000 2412769 171641 396313 26210 21190 13147 3241 2268977 1027959 954873 1241018 1170866 5139 3322708 4406125 44358 72247 0 933450 44358 1005697 X 3106709 3368728 171641 31700 3278350 3400428 3322708 4406125 122078 0 X 0 1 X 1 0 X 1036525 3232412 1888318 643806 1693077 8494138 1036525 3232412 1888318 643806 1693077 8494138 2083678 6410460 11515 2295 16413 90354 75905 196482 8690620 2127951 0.73760 0.81550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 19208 18917 291 2249769 1009042 1240727 1241018 REFUNDABLE ADVANCE 933450 933450 2158942 62500 62500 2096442 0 2096442 2036864 62500 62500 1974364 0 1974364 X X X 0 0 0 0 0 0 0 0 0 JEFFREY ZHOU CHIEF TECHNOLOGY OFFICER 241346 0 500 0 0 0 0 0 0 0 241846 0 0 0 BEN JACKSON CHIEF PRODUCT OFFICER 225000 0 500 0 0 0 0 0 11010 0 236510 0 0 0 JONATHAN PETTS CEO 210769 0 500 0 0 0 0 0 12450 0 223719 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 3,678. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,678. TRAINING AND DEVELOPMENT: PROGRAM SERVICE EXPENSES 11,082. MANAGEMENT AND GENERAL EXPENSES 3,946. FUNDRAISING EXPENSES 3,392. TOTAL EXPENSES 18,420. CONTRACTORS: PROGRAM SERVICE EXPENSES 82,441. MANAGEMENT AND GENERAL EXPENSES 29,247. FUNDRAISING EXPENSES 98,315. TOTAL EXPENSES 210,003.