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Nonprofiteer
← UPSWING FOUNDATION

Form 990 for tax year 2022

Filed by UPSWING FOUNDATION.

Totals

Total revenue
$915,309
Total expenses
$1,829,147
Contributions and grants received
$0
Grants paid
$328,950
Program service revenue
not reported
Investment income
not reported
Other revenue
not reported
Total assets, end of year
not reported
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
not reported
Program services expenses (Part IX)
$1,394,708
Management and general expenses
$434,439
Fundraising expenses
$0
Program service expenses (Part III)
$1,394,708

Program services were 76.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • HARMONY MYERS

    PRESIDENT

    Total calculated
    $0
    Hours/week
    15

  • JASON MYERS

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    10

  • SUSAN HOLLERN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOSH WILSON

    CEO AS OF 10/22

    Total calculated
    $224,751
    From this org
    $55,292
    From related orgs
    $169,459
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $50,000 + $65,667 related
    Bonus
    $0 + $98,500 related
    Other
    $5,292 + $5,292 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $55,292 + $169,459 related

  • TED GERBICK

    CMO

    Total calculated
    $20,217
    From this org
    $8,442
    From related orgs
    $11,775
    Other
    $0
    Hours/week
    40

  • BRIAN KULA

    FORMER CEO THRU 9/22

    Total calculated
    $204,510
    From this org
    $204,510
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $192,910
    Bonus
    $11,600
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $204,510

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, and on a Form 990-PF Part VIII's — 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

  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study

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

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

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Provenance

Return type
form_990
Tax year
2022
Filed
14 August 2024
IRS schema version
2022v5.0
Source object
202432289349303453

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