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Nonprofiteer
← UPWARD UNLIMITED

Form 990 for tax year 2023

Filed by UPWARD UNLIMITED.

Totals

Total revenue
$8,932,979
Total expenses
$10,077,040
Contributions and grants received
$16,600
Grants paid
$3,359,788
Program services expenses (Part IX)
$7,492,723
Management and general expenses
$2,584,317
Fundraising expenses
$0
Program service expenses (Part III)
$7,492,723

Program services were 74.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Hugh Brantley

    Secretary/Treasurer

    Total calculated
    $0
    Hours/week
    5

  • Michael Chibbaro

    Vice Chairman

    Total calculated
    $0
    Hours/week
    5

  • Tully Brewer

    Chairman of Board

    Total calculated
    $0
    Hours/week
    5

  • Bob Caldwell Sr

    Board Member

    Total calculated
    $0
    Hours/week
    5

  • Courtney Shelton

    Board Member

    Total calculated
    $0
    Hours/week
    5

  • David Bishop

    Board Member

    Total calculated
    $0
    Hours/week
    5

  • Amie Busbee

    CFO/Assistant Treasurer

    Total calculated
    $188,006
    From this org
    $167,697
    From related orgs
    $0
    Other
    $20,309
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $145,640
    Bonus
    $20,000
    Other
    $2,057
    Deferred
    $3,739
    Nontaxable benefits
    $16,570
    Filer's total
    $188,006

  • Kevin Drake

    Executive Director

    Total calculated
    $262,835
    From this org
    $259,356
    From related orgs
    $0
    Other
    $3,479
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $227,232
    Bonus
    $30,000
    Other
    $2,124
    Deferred
    $3,479
    Nontaxable benefits
    $0
    Filer's total
    $262,835

  • Andrew Provence

    Director of Partner Relations

    Total calculated
    $145,635
    From this org
    $123,815
    From related orgs
    $0
    Other
    $21,820
    Hours/week
    50

  • Brian Tramel

    Director of Information Technology

    Total calculated
    $155,200
    From this org
    $129,687
    From related orgs
    $0
    Other
    $25,513
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $107,999
    Bonus
    $20,000
    Other
    $1,688
    Deferred
    $0
    Nontaxable benefits
    $25,513
    Filer's total
    $155,200

  • Matthew Bradley

    Director of Supply Chain

    Total calculated
    $158,285
    From this org
    $130,047
    From related orgs
    $0
    Other
    $28,238
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $108,505
    Bonus
    $20,000
    Other
    $1,542
    Deferred
    $2,883
    Nontaxable benefits
    $25,355
    Filer's total
    $158,285

  • Robert Swink

    Sr. Software Architect

    Total calculated
    $145,499
    From this org
    $120,526
    From related orgs
    $0
    Other
    $24,973
    Hours/week
    50

  • Travis Vaughn

    Director of Market Research

    Total calculated
    $145,017
    From this org
    $131,974
    From related orgs
    $0
    Other
    $13,043
    Hours/week
    50

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · First-class or charter travel
  • 1a · Tax indemnification and gross-up payments
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 1a First-class or charter travel
First Class Air Travel: The Executive Director is 6'5" tall and may occasionally fly first class if there is no Comfort Plus available as regular seats don't allow him enough leg room. This occasionally occurs if a situation arises that requires travel arrangements on short notice as may happen a few times during the year.
Schedule J, Part I, Line 1a Tax indemnification and gross-up payments
Gross-up payments: The Organization grosses up taxable fringe benefits and company paid disability insurance premiums for all employees. All are reported as wages on W-2. These benefits are documented and approved during annual compensation reviews.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
30 May 2025
IRS schema version
2023v6.0
Source object
202541509349300209

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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