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Nonprofiteer
← UPWARD UNLIMITED

Form 990 for tax year 2024

Filed by UPWARD UNLIMITED.

Totals

Total revenue
$9,347,217
Total expenses
$7,890,945
Contributions and grants received
$5,633
Grants paid
$302,132
Program services expenses (Part IX)
$5,248,629
Management and general expenses
$2,642,316
Fundraising expenses
$0
Program service expenses (Part III)
$5,248,629

Program services were 66.5% 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
    $192,878
    From this org
    $170,416
    From related orgs
    $0
    Other
    $22,462
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $149,916
    Bonus
    $18,680
    Other
    $1,820
    Deferred
    $4,604
    Nontaxable benefits
    $17,858
    Filer's total
    $192,878

  • Kevin Drake

    Executive Director

    Total calculated
    $277,154
    From this org
    $274,480
    From related orgs
    $0
    Other
    $2,674
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $234,455
    Bonus
    $38,110
    Other
    $1,915
    Deferred
    $2,674
    Nontaxable benefits
    $0
    Filer's total
    $277,154

  • Andrew Provence

    Director of Partner Relations

    Total calculated
    $155,674
    From this org
    $132,140
    From related orgs
    $0
    Other
    $23,534
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $109,731
    Bonus
    $18,800
    Other
    $3,609
    Deferred
    $0
    Nontaxable benefits
    $23,534
    Filer's total
    $155,674

  • Brian Tramel

    Director of Information Technology

    Total calculated
    $161,576
    From this org
    $135,120
    From related orgs
    $0
    Other
    $26,456
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $113,947
    Bonus
    $16,800
    Other
    $4,373
    Deferred
    $0
    Nontaxable benefits
    $26,456
    Filer's total
    $161,576

  • Matthew Bradley

    Director of Supply Chain

    Total calculated
    $164,642
    From this org
    $138,109
    From related orgs
    $0
    Other
    $26,533
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $114,535
    Bonus
    $18,800
    Other
    $4,774
    Deferred
    $3,061
    Nontaxable benefits
    $23,472
    Filer's total
    $164,642

  • Mitchell Hollis

    Director of Upward Running

    Total calculated
    $165,927
    From this org
    $143,773
    From related orgs
    $0
    Other
    $22,154
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $123,331
    Bonus
    $18,780
    Other
    $1,662
    Deferred
    $0
    Nontaxable benefits
    $22,154
    Filer's total
    $165,927

  • Travis Vaughn

    Director of Market Research

    Total calculated
    $157,810
    From this org
    $143,628
    From related orgs
    $0
    Other
    $14,182
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $119,359
    Bonus
    $18,800
    Other
    $5,469
    Deferred
    $3,386
    Nontaxable benefits
    $10,796
    Filer's total
    $157,810

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 · Travel for companions
  • 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 Travel for companions
The spouse of the Executive Director occasionally travels with the Executive Director on certain business trips, the cost of which is borne by the Organization as deemed appropriate by the Organization. These costs are documented as taxable fringe benefits and are reported as wages on the Executive Director's Form W-2.
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

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
2024
Filed
13 February 2026
IRS schema version
2024v5.1
Source object
202630449349301598

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