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Nonprofit · EIN 26-3094076

UPSTART BAY AREA

Tax-exempt · OAKLAND, CA 94607

Financials

$4.6M$6.1M2022$4.1M$6.8M2023
Revenue Expenses · by fiscal year end
Financials of UPSTART BAY AREA by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2024990$4,096,349$6,825,997-$2,729,648$1,355,629$583,287$772,342
June 30, 2023990$4,632,384$6,075,903-$1,443,519$3,750,262$248,272$3,501,990
Financial details: 990 for the year ended June 30, 2024

Revenue

Contributions, gifts and grants
$3,967,989
Program service revenue
$34,320
Investment income
$94,040
Other revenue
$0

Expenses

Grants and similar amounts paid
$1,955,441
Compensation of officers, directors and key employees
$643,583
Other salaries and wages
$2,074,454
Salaries, compensation and benefits (total)
$3,246,975
Professional fundraising fees
$0
Legal fees
$14,000
Accounting fees
$106,807
Occupancy
$73,117
Travel
$34,337
Depreciation
$19,056
Program services (functional)
$5,656,468
Management and general (functional)
$508,032
Fundraising (functional)
$661,497

Balance sheet and other

Total assets, start of year
$3,750,262
Total assets, end of year
$1,355,629
Total liabilities, end of year
$583,287
Net assets, end of year
$772,342
Publicly traded securities
$25,631
Net assets without donor restrictions
$230,342
Net assets with donor restrictions
$542,000
Gross receipts
$4,096,349
Employees
26
Volunteers
15
Year formed
2008
State of legal domicile
CA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
AARON KATLERCEO
Officer
40$279,354$26,070
ALIZA MAZORCHIEF FLD BLD OFC.40$194,734$24,878
JED SNERSONCFOO
Officer
40$182,972$22,211
ALEEZA LUBINMANAGING DIR.40$152,355$15,964
SARAH KORNHAUSERMAN. DIR.,PROG.40$148,903$16,018
WHITNEY WEATHERSMAN. DIR., DEIJ40$142,230$12,768
REBECCA KADURUCHIEF STRAT. OFF.40$123,778$7,988
KATE HOLSAPPLEMEMBER
Trustee or director
2.5$0$0
RAYMOND STERNTreasurer
Trustee or director, Officer
2.5$0$0
RACHEL CORTMEMBER
Trustee or director
2.5$0$0
MONICA RODRIGUEZ KUNIYOSHIMEMBER
Trustee or director
2.5$0$0
DAVID FORMANMEMBER
Trustee or director
2.5$0$0
JONATHAN SCHILITSecretary
Trustee or director, Officer
2.5$0$0
MARK ACHLERChair
Trustee or director, Officer
2.5$0$0
EMERI HANDLERMEMBER
Trustee or director
2.5$0$0
9 more people on this return
NameTitleHours / weekCompensation
LEILI DAVARIMEMBER
Trustee or director
2.5$0
JULIE MALEKMEMBER
Trustee or director
2.5$0
ANDY CHENGMEMBER
Trustee or director
2.5$0
GAMAL PALMERMEMBER
Trustee or director
2.5$0
VICKI DANSKYMEMBER
Trustee or director
2.5$0
JONATHAN HOROWITZMEMBER
Trustee or director
2.5$0
DAVID WAGONFELDMEMBER
Trustee or director
2.5$0
LEV TSYPINMEMBER
Trustee or director
2.5$0
KENDELL PINKNEYMEMBER
Trustee or director
2.5$0
990 for the year ended June 30, 2023: 23 people
NameTitleHours / weekCompensationOther / benefits
AARON KATLERCEO
Officer
40$284,294$24,571
ALIZA MAZORCHIEF FLD BLD OFF.36$192,668$26,113
JED SNERSONCFOO
Officer
40$194,060$21,271
REBECCA KADURUCHIEF STRAT. OFF.40$190,666$17,086
ALEEZA LUBINMAN. DIR.,PROG OPS40$145,321$14,953
SARAH KORNHAUSERMAN. DIR.,SOC. ENT40$142,533$14,523
WHITNEY WEATHERSMAN. DIR., DEIJ40$140,758$11,395
GAMAL PALMERMEMBER
Trustee or director
1$0$0
RAYMOND STERNTreasurer
Trustee or director, Officer
1$0$0
RACHEL CORTMEMBER
Trustee or director
1$0$0
MONICA RODRIGUEZ KUNIYOSHIMEMBER
Trustee or director
1$0$0
KATE HOLSAPPLEMEMBER
Trustee or director
1$0$0
JONATHAN HOROWITZSecretary
Trustee or director, Officer
1$0$0
MARK ACHLERChair
Trustee or director, Officer
1$0$0
EMERI HANDLERMEMBER
Trustee or director
1$0$0
ELI MALINSKYMEMBER
Trustee or director
1$0$0
JULIE MALEKMEMBER
Trustee or director
1$0$0
ANDY CHENGMEMBER
Trustee or director
1$0$0
RABBI SARAH BASSINMEMBER
Trustee or director
1$0$0
VICKI DANSKYMEMBER
Trustee or director
1$0$0
JONATHAN SCHILITMEMBER
Trustee or director
1$0$0
DAVID WAGONFELDMEMBER
Trustee or director
1$0$0
LEV TSYPINMEMBER
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
1111 BROADWAY 3RD FL, OAKLAND, CA 94607-4139
Principal officer (990 for 2023)
AARON KATLER, 1111 BROADWAY 3RD FLOOR, OAKLAND, CA 94607
Signed the 990
AARON KATLER, CEO
Phone
(415) 536-5918
Return prepared by
DORAN & ASSOCIATES

California records

California keeps its own records of charities and corporations. Search them by EIN 26-3094076 or by the name UPSTART BAY AREA.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

TO ACCELERATE GROWTH, NURTURE IDEAS, AND ADVANCE NEW EXPERIENCES FOR THE JEWISH COMMUNITY BY CONNECTING IMPACT-DRIVEN ENTREPRENEURS TO EXPERTISE, COMMUNITY, AND CAPITAL. TOGETHER, WERE CREATING A MORE JUST, VIBRANT, AND INCLUSIVE FUTURE.

990 for the year ended June 30, 2024

Program accomplishments

  • SOCIAL ENTREPRENEURSHIP AND VENTURE NETWORK: UpStart supports a diverse set of Jewish entrepreneurs at every stage of their ventures development. Idea-stage programming is specifically designed to support underrepresented Jewish social entrepreneurs seeking to develop ideas that answer unmet needs in the community; Early-stage cohort programming provides resources and training to support social entrepreneurs to achieve product-market fit for their ventures; Growth-stage cohort programming teaches social entrepreneurs how to run effective organizations, acquire sustainable revenue, and create impact; Services for mezzanine-stage ventures formalize their operations.UpStart participants and program alumni have ongoing access to a clearly defined network that provides robust resources.
    Expenses $5,062,787 · grants $1,480,101 · revenue $12,141
  • FISCAL SPONSORSHIP: UpStart offers a 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.
    Expenses $593,681 · grants $475,340 · revenue $22,179

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025Not on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
26-3094076
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2009
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,355,629
Income (IRS master file)
$4,096,349

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2024$4,096,349$6,825,997$1,355,629XML
990June 2023$4,632,384$6,075,903$3,750,262XML
990June 2022$7,572,356$4,924,962$5,268,133IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 26-3094076).

Questions about UPSTART BAY AREA

What is the EIN of UPSTART BAY AREA?
The employer identification number (EIN) of UPSTART BAY AREA is 26-3094076.
Is UPSTART BAY AREA tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
Are donations to UPSTART BAY AREA tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does UPSTART BAY AREA file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of UPSTART BAY AREA due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did UPSTART BAY AREA last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2024.
Who is the principal officer of UPSTART BAY AREA?
The 990 for the year ended June 30, 2024 names AARON KATLER.
Who are the officers and directors of UPSTART BAY AREA?
The 990 for the year ended June 30, 2024 lists 24 people; 7 received compensation from the organization, the highest $279,354 (AARON KATLER, CEO).
How much revenue does UPSTART BAY AREA have?
On its 990 for the year ended June 30, 2024 it reported revenue of $4,096,349, expenses of $6,825,997 and total assets of $1,355,629 at year end.

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