UPSTART BAY AREA (EIN 263094076) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2008

Legal Domicile

Principal Officer

AARON KATLER

Phone

4155365918

Tax Period

2023-07-01 to 2024-06-30

UPSTART BAY AREA, founded in 2008, is a community nonprofit in the Community Improvement sector that reported $4.1M in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year. Expenses of $6.8M exceeded revenue, resulting in a 67% operating deficit.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $3,967,989

Program Service Revenue $34,320

Investment Income $94,040

Other Revenue $0

TOTAL REVENUE $4,096,349

Expense Breakdown

Grants Paid $1,955,441

Salaries & Benefits $3,246,975

Fundraising Expenses $661,497

Program Expenses $5,656,468

Other Expenses $1,623,581

TOTAL EXPENSES $6,825,997

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,096,349	$4,632,384	-0.1%
Expenses	$6,825,997	$6,075,903	+0.1%
Net Income	$-2,729,648	$-1,443,519	+0.9%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$510,607

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AARON KATLER	CEO	40.00	Officer	$279,354	$26,070	$305,424
ALIZA MAZOR	CHIEF FLD BLD OFC.	40.00		$194,734	$24,878	$219,612
JED SNERSON	CFOO	40.00	Officer	$182,972	$22,211	$205,183
ALEEZA LUBIN	MANAGING DIR.	40.00		$152,355	$15,964	$168,319
SARAH KORNHAUSER	MAN. DIR.,PROG.	40.00		$148,903	$16,018	$164,921
WHITNEY WEATHERS	MAN. DIR., DEIJ	40.00		$142,230	$12,768	$154,998
REBECCA KADURU	CHIEF STRAT. OFF.	40.00		$123,778	$7,988	$131,766
KATE HOLSAPPLE	MEMBER	2.50	Director	$0	$0	$0
RAYMOND STERN	Treasurer	2.50	Officer Director	$0	$0	$0
RACHEL CORT	MEMBER	2.50	Director	$0	$0	$0
MONICA RODRIGUEZ KUNIYOSHI	MEMBER	2.50	Director	$0	$0	$0
DAVID FORMAN	MEMBER	2.50	Director	$0	$0	$0
JONATHAN SCHILIT	Secretary	2.50	Officer Director	$0	$0	$0
MARK ACHLER	Chair	2.50	Officer Director	$0	$0	$0
EMERI HANDLER	MEMBER	2.50	Director	$0	$0	$0
LEILI DAVARI	MEMBER	2.50	Director	$0	$0	$0
JULIE MALEK	MEMBER	2.50	Director	$0	$0	$0
ANDY CHENG	MEMBER	2.50	Director	$0	$0	$0
GAMAL PALMER	MEMBER	2.50	Director	$0	$0	$0
VICKI DANSKY	MEMBER	2.50	Director	$0	$0	$0
JONATHAN HOROWITZ	MEMBER	2.50	Director	$0	$0	$0
DAVID WAGONFELD	MEMBER	2.50	Director	$0	$0	$0
LEV TSYPIN	MEMBER	2.50	Director	$0	$0	$0
KENDELL PINKNEY	MEMBER	2.50	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$4,096,349	$6,825,997	$1,355,629	$-2,729,648
2023	$4,632,384	$6,075,903	$3,750,262	$-1,443,519
2022	$7,572,356	$4,924,962	$5,268,133	$2,647,394
2021	$6,387,953	$5,382,054	$3,262,664	$1,005,899
2020	$6,490,768	$7,113,343	$2,044,138	$-622,575
2019	$6,475,497	$6,013,985	$2,123,454	$461,512
2018	$2,985,223	$3,744,705	$1,614,468	$-759,482

UPSTART BAY AREA