2023-02-24T11:39:19-08:00 2022-06-30 262769279 DORAN & ASSOCIATES 70 MITCHELL BLVD Ste 102 San Rafael CA 94903 990 2021-07-01 263094076 UPSTART BAY AREA UPST 4155365918 1111 BROADWAY 3RD FLOOR OAKLAND CA 94607 AARON KATLER CEO 2023-02-24 true AARON KATLER 999009999 Lisa Doran CPA P00791709 4154911130 X 2 AAL1 IAL1 FAL1 2021 2023-04-26 12:10:37Z AARON KATLER 1111 BROADWAY 3RD FLOOR OAKLAND CA 94607 7572356 false X www.upstartlab.org X 2008 CA 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. 15 15 28 16 0 6175206 7389437 212572 182515 175 404 0 6387953 7572356 1820987 1027057 0 2491102 2835970 0 554777 1069965 1061935 5382054 4924962 1005899 2647394 3262664 5268133 964549 322624 2298115 4945509 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. false false 2873060 305400 166836 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 902071 721657 15679 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. 3775131 true true false false false false false false false false false false false false false true true false false false true true false false false false false true false true false false false false false false false false true false false false false false false false false true 53 0 true 28 true false false false false false false false 0 false false false false false false false X 15 15 false false false false false false false true true false false true true true true true true true true false CA IL NY X AARON KATLER 4155365918 1111 BROADWAY 3RD FLOOR OAKLAND CA 94607 AARON KATLER CEO 40.00 0.00 X 270833 0 19766 ALIZA MAZOR CHIEF FLD BLD OFF. 35.00 0.00 181965 0 28412 JED SNERSON CFO 40.00 0.00 X 177890 0 19647 REBECCA KADURU CF STRAT. OFFICER 40.00 0.00 143231 0 12605 JAIME BARRY CF STAFF & BRAND 40.00 0.00 132954 0 7130 TAYLOR EPSTEIN MG DIR, LRN/DESIGN 40.00 0.00 126082 0 11875 SARAH KORNHAUSER SR DIR., ENT./VENT 40.00 0.00 118280 0 16323 HARRY NATHAN GOTTLIEB MEMBER 1.00 0.00 X 0 0 0 GAMAL PALMER MEMBER 1.00 0.00 X 0 0 0 RAYMOND STERN Treasurer 1.00 0.00 X X 0 0 0 MICHAEL ROSOFF MEMBER 1.00 0.00 X 0 0 0 MONICA RODRIGUEZ KUNIYOSHI MEMBER 1.00 0.00 X 0 0 0 KATE HOLSAPPLE MEMBER 1.00 0.00 X 0 0 0 JONATHAN HOROWITZ Secretary 1.00 0.00 X X 0 0 0 MARK ACHLER Chair 1.00 0.00 X X 0 0 0 EMERI HANDLER MEMBER 1.00 0.00 X 0 0 0 ELI MALINSKY MEMBER 1.00 0.00 X 0 0 0 JULIE MALEK MEMBER 1.00 0.00 X 0 0 0 ANDY CHENG MEMBER 1.00 0.00 X 0 0 0 RABBI SARAH BASSIN MEMBER 1.00 0.00 X 0 0 0 VICKI DANSKY MEMBER 1.00 0.00 X 0 0 0 DAVID WAGONFELD MEMBER 1.00 0.00 X 0 0 0 1151235 115758 8 false true false WELLSPRING CONSULTING LLC 198 AMITY ROAD STE 23 WOODBRIDGE CT 06525 STRATEGIC PLANNING PROJ. 162000 1 503107 6886330 30297 7389437 PROGRAM FEES 541900 182515 182515 182515 404 404 0 0 0 0 0 0 0 0 7572356 182515 404 1025857 1025857 0 1200 1200 0 474660 2564 286601 185495 0 1878113 1314862 376284 186967 84617 47439 24712 12466 229465 105529 92315 31621 169115 94215 50079 24821 0 0 100160 100160 0 0 0 425871 200827 209546 15498 0 116468 44040 70569 1859 0 0 138595 125 138470 26664 7520 18175 969 0 11512 9553 1959 0 0 19056 19056 38995 38995 PROGRAM AND PROJECT CONSULTANT 120495 120495 OTHER PROGRAMMING EXPENSES 60543 45238 13067 2238 BANK AND SERVICE FEES 2036 641 1015 380 ALL OTHER EXPENSES 1540 1540 0 755026 -847489 92463 4924962 3775131 595054 554777 2058998 2362366 355129 501646 742372 2300000 14983 22912 0 0 0 0 19458 28541 0 0 0 0 71724 52668 0 3262664 5268133 461442 322624 503107 964549 322624 X 1363243 2628009 934872 2317500 2298115 4945509 3262664 5268133 2647394 X false true X true false X 2366868 5859092 6035189 6175206 7389437 27825792 0 0 2366868 5859092 6035189 6175206 7389437 27825792 13532754 14293038 218 1438 175 404 2235 0 0 27828027 0.51360 0.53230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 7573339 983 983 7572356 7572356 4925945 983 983 4924962 4924962 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 (four years for California). 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. true NORTH AMERICA 0 0 GRANTS 1200 1200 1200 NORTH AMERICA CHANGE ACCEL. 1200 CHECK 1 false false false false false false Part I, Line 2 - Grantmakers Explanation For Monitoring Use of Funds Outside US Grants are monitored with regular reporting and status updates. true 4G44 Esports Inc 11871 E Del Timbre Dr Scottsdale AZ 85259 832619226 501(c)(3) 429123 0 Fiscal Sponsorship BISHULIM SF 494 Cheney Ave Apt 1 Oakland CA 94610 326044086 10000 0 Collaboratory Challenge Grant Boundless Israel Inc 464 Common Street 329 Belmont MA 02478 863691816 501(c)(3) 200000 0 Fiscal Sponsorship CUSTOM CRAFT AND JEWISH RIT 269 Varick St Apt 5e Jesey City NJ 07302 824765805 501(c)(3) 20000 0 CUSTOM CRAFT AND JEWISH RIT. Embodied Jewish Learning 3024 Fulton Street Berkeley CA 94705 822073241 96534 0 Fiscal Sponsorship FJC - A Foundation of Philan 31 West 34th St No 8026 New York NY 10001 133848582 15000 0 Collaboratory Challenge Grant ISH FESTIVAL 427 TUSCULUM AVE CINCINNATI OH 45226 832433747 501(c)(3) 20000 0 Collaboratory Challenge Grant JQY INC 1460 Broadway Suite 9015 NEW YORK NY 10036 275305498 501(c)(3) 20625 0 Collaboratory Challenge Grant JUMPSTART LABS INC 2801 OCEAN PARK BLVD 348 SANTA MONICA CA 90405 262173175 501(c)(3) 23000 0 Collaboratory Challenge Grant Keshet 610 Academy Dr Northbrook IL 60062 363441392 501(c)(3) 10000 0 Collaboratory Challenge Grant No Shame On U 2651 W Greenleaf 1W Chicago IL 60645 472268140 501(c)(3) 15000 0 Collaboratory Challenge Grant Or HaLev Center for Jewish Sp 440 N Barranca Ave 8404 Covina CA 91723 822531089 501(c)(3) 8000 0 Alumni Program Rappers and Rabbis 41 Overbrook Pkwy Wynnewood PA 19096 842371966 501(c)(3) 20000 0 Collaboratory Challenge Grant Sisterhood of Salaam Shalom PO Box 7117 North Brunswick NJ 08902 464185618 501(c)(3) 20000 0 Collaboratory Challenge Grant The Advot Project 5870 West Olympic Blvd Los Angeles CA 90036 273084801 501(c)(3) 5625 0 Alumni Program The Giving Group Community 2208 Canyonback Road Los Angeles CA 90049 043367888 25000 0 Philanthropic Strategy TKIYA 114 TROUTMAN ST 226 BROOKLYN NY 11206 823240823 501(c)(3) 20000 0 Collaboratory Challenge Grant Urban Adamah 1151 Sixth Street Berkeley CA 94710 274349643 501(c)(3) 10000 0 Collaboratory Challenge Grant 14 4 Grantmaker's Description of How Grants are Used GRANTS ARE MONITORED WITH REGULAR REPORTING AND STATUS UPDATES. X X false false false false false false false false false AARON KATLER CEO 264307 6526 8125 11641 290599 ALIZA MAZOR CHIEF FLD BLD OFF. 179965 2000 7279 21133 210377 JED SNERSON CFO 175890 2000 6815 12832 197537 REBECCA KADURU CF STRAT. OFFICER 143231 5729 6876 155836 X 2 30297 FMV false false false 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 AUDIT 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 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 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. CONT. FROM PART III, STMT. OF PROGRAM SERVICE ACCOMPLISHMENTS A VENTURE ACCELERATOR THAT TEACHES ENTREPRENEURS WITH GROWTH STAGE VENTURES HOW TO RUN EFFECTIVE ORGANIZATIONS, ACQUIRE SUSTAINABLE REVENUE, AND CREATE IMPACT; A SET OF SERVICES TO HELP MEZZANINE STAGE VENTURES FORMALIZE THEIR OPERATIONS.UPSTART PARTICIPANTS AND PROGRAM ALUMNI HAVE ONGOING ACCESS TO A CLEARLY DEFINED NETWORK THAT PROVIDES ROBUST RESOURCES, INCLUDING: CONNECTION TO LIKE-MINDED PEERS AND MENTORS; OPPORTUNITIES TO ENGAGE WITH MAJOR JEWISH FUNDERS AND INSTITUTIONS; A VARIETY OF EVENTS AND TRAININGS.UPSTARTS TRAININGS TEACH VENTURES HOW TO PARTNER EFFECTIVELY WITH FUNDERS AND INSTITUTIONS; UPSTART ADDITIONALLY ENGAGES DIRECTLY WITH JEWISH FUNDERS AND INSTITUTIONS TO PROVIDE: ONGOING INSIGHT INTO TRENDS AND OPPORTUNITIES RELATED TO JEWISH INNOVATION; CONNECTIONS TO PROMISING VENTURES THAT COULD BE STRONG PARTNERS OR GRANTEES; RESOURCES TO HELP FUNDERS AND INSTITUTIONS BETTER SUPPORT ENTREPRENEURS AND THEIR VENTURES.