Upstart Bay Area

California
Registered In
07/21/2008
Incorp. Date

Company Summary

Upstart Bay Area at 1111 Broadway FL 3rd, Oakland, Ca 94607 lists Aaron Katler and Jed Snerson of Oakland, CA as associates.

Overview

Registered In
California
Incorporation Date
Company Type
Nonprofit Corporation - Ca - Public Benefit
Status
Active
Registration Type
Domestic
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People

Aaron Katler Individual Agent
1111 BROADWAY FL 3, OAKLAND, CA 94607
Aaron Katler CEO
1111 BROADWAY FL 3, OAKLAND, CA 94607
Jed Snerson Chief Financial Officer
1111 BROADWAY FL 3, OAKLAND, CA 94607
Jonathan Horowitz Secretary
1111 BROADWAY FL 3RD, OAKLAND, CA 94607 (View Past Addresses)
Showing current associates only (4 of 6 total associates). Create a free account to see the full associate history

Map & Locations

1111 BROADWAY FL 3RD, OAKLAND, CA 94607 View Map
Showing current addresses only (1 of 3 total addresses). Create a free account to see the full address history

Financials

Financial Information for Upstart Bay Area

Form 5500

UPSTART BAY AREA

1111 Broadway FL 3, Oakland, Ca 94607 (415) 536-5918 EIN:26-3094076 Plan Admin:Guideline, Inc.
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameUPSTART BAY AREA 401(K) PLAN Plan #001 Participants BOY/EOY30 / 33 Assets BOY/EOY$1,404,400 / $1,862,894 2023 UPSTART BAY AREA 401(K) PLAN - Plan #001 30 / 33 $1,404,400 / $1,862,894
2022 Plan NameUPSTART BAY AREA 401(K) PLAN Plan #001 Participants BOY/EOY33 / 33 Assets BOY/EOY$1,697,850 / $1,404,400 2022 UPSTART BAY AREA 401(K) PLAN - Plan #001 33 / 33 $1,697,850 / $1,404,400
2021 Plan NameUPSTART BAY AREA 401(K) PLAN Plan #001 Participants BOY/EOY28 / 36 Assets BOY/EOY$1,211,745 / $1,697,850 2021 UPSTART BAY AREA 401(K) PLAN - Plan #001 28 / 36 $1,211,745 / $1,697,850
2020 Plan NameUPSTART BAY AREA 401(K) PLAN Plan #001 Participants BOY/EOY33 / 28 Assets BOY/EOY$907,273 / $1,211,745 2020 UPSTART BAY AREA 401(K) PLAN - Plan #001 33 / 28 $907,273 / $1,211,745
2019 Plan NameUPSTART BAY AREA 401(K) PLAN Plan #001 Participants BOY/EOY30 / 33 Assets BOY/EOY$481,446 / $907,273 2019 UPSTART BAY AREA 401(K) PLAN - Plan #001 30 / 33 $481,446 / $907,273
Benefit & Retirement Plans based on Form 5500.
Form 990

UPSTART BAY AREA

1111 Broadway 3rd Floor, Oakland, Ca 94607-4139 EIN:26-3094076 Deductibility:Contributions are deductible Classification:Charitable Organization Type:Nonprofit Management
Year # of Emps Contributions Revenue Expenses Assets EOY Liabilities
2022 # of Emps28 Contributions$7,389,437 Revenue$7,572,356 Expenses$4,924,962 Assets EOY$5,268,133 Liabilities$322,624 2022 28 $7,389,437 $7,572,356 $4,924,962 $5,268,133 $322,624
2021 # of Emps27 Contributions$6,175,206 Revenue$6,387,953 Expenses$5,382,054 Assets EOY$3,262,664 Liabilities$964,549 2021 27 $6,175,206 $6,387,953 $5,382,054 $3,262,664 $964,549
2020 # of Emps32 Contributions$6,035,189 Revenue$6,490,768 Expenses$7,113,343 Assets EOY$2,044,138 Liabilities$751,922 2020 32 $6,035,189 $6,490,768 $7,113,343 $2,044,138 $751,922
2019 # of Emps30 Contributions$5,859,092 Revenue$6,475,497 Expenses$6,013,985 Assets EOY$2,123,454 Liabilities$208,663 2019 30 $5,859,092 $6,475,497 $6,013,985 $2,123,454 $208,663
2018 # of Emps19 Contributions$2,366,868 Revenue$2,985,223 Expenses$3,744,705 Assets EOY$1,614,468 Liabilities$161,189 2018 19 $2,366,868 $2,985,223 $3,744,705 $1,614,468 $161,189
Tax Returns based on Form 990 & 990N.
PPP Loans

UPSTART BAY AREA

1111 Broadway Fl 3, Oakland, CA 94607-4139 Industry:Other Social Advocacy Organizations
Loan Date Approved Forgiven Lender Jobs
03/13/2021 Approved$503,107 Forgiven$508,014 LenderJPMorgan Chase Bank, National Association Jobs19 03/13/2021 $503,107 $508,014 JPMorgan Chase Bank, National Association 19
04/16/2020 Approved$503,100 Forgiven$506,932 LenderJPMorgan Chase Bank, National Association Jobs21 04/16/2020 $503,100 $506,932 JPMorgan Chase Bank, National Association 21
PPP Loans based on Paycheck Protection Program.

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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor • U.S. Small Business Administration • Internal Revenue Service
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