California · Nonprofit
UPSTART BAY AREA
UPSTART BAY AREA (California) receives grants from 71 organizations whose IRS filings report $32,578,381 to it, the largest being THE SHIMON BEN JOSEPH FOUNDATION DBA JIM JOSEPH FOUNDATION ($16,903,000). 39 of them have funded it in more than one year.
- Revenue FY2024
- $4.1M
- Funders on record
- 71
- Grants received
- $33M
- Net assets
- $772k
What Upstart Bay Area does
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.
As stated on its FY2024 Form 990.
Programs
SOCIAL ENTREPRENEURSHIP AND VENTURE NETWORK: UpStart supports a diverse set of Jewish entrepreneurs at every stage of their ventures development. Idea-stage programming is specifically designed to support underrepresented Jewish social entrepreneurs seeking to develop ideas that answer unmet needs in the community; Early-stage cohort programming provides resources and training to support social entrepreneurs to achieve product-market fit for their ventures; Growth-stage cohort programming teaches social entrepreneurs how to run effective organizations, acquire sustainable revenue, and create impact; Services for mezzanine-stage ventures formalize their operations.UpStart participants and program alumni have ongoing access to a clearly defined network that provides robust resources.
$5,062,787 spentof which $1,480,101 as grants$12,141 earned by the program90% of program spendingFISCAL SPONSORSHIP: UpStart offers a pre-approved, grant relationship fiscal sponsorship (Model C fiscal sponsorship) to mission-aligned organizations and charges them a nominal administrative fee for operating the program.
$593,681 spentof which $475,340 as grants$22,179 earned by the program10% of program spending
The 2 programs described on its FY2023 Form 990, listed largest first by expense. Program spending in total: $5,656,468.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2023 to 2024, from $3.8M to $1.4M (−64%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
Government-grant reliance: 2021 8% · 2022 7% · 2023 11%. Grants only. Government contracts and fees sit inside program revenue.
97% of UPSTART BAY AREA’s revenue is contributions — more reliant on donations than three-quarters of its peers (60% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 4 of the last 8 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Chief executive
Aaron Katler
CEO
Board chair
Mark Achler
Chair
As listed on its FY2024 Form 990.
Who funds it, year by year
2017 → 2023: the base broadened from 20 funders to 25 funders, grant income rose $2.0M → $4.0M.
25 of 71 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 19% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
Left out of every figure on this page: $167k from one payer (the same organization on both sides, largest Upstart Bay Area). These are real filings, and they are not money UPSTART BAY AREA raised.
From the IRS filings of UPSTART BAY AREA’s funders (the co-funder graph). Top 30 of 71 funders by total. Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
UPSTART BAY AREA leans on a few funders — its largest provides 52% of grant income and the top three 61%; half comes from just 1 funder.
the vertical line marks half of all grant income — 1 funder to its left
Largest funder’s share by year: 2017 38% · 2018 69% · 2019 59% · 2020 46% · 2021 51% · 2022 48% · 2023 52% — growing more concentrated.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How long its funders stay
38% of UPSTART BAY AREA's funders are still giving 3 years after their first grant; 55% give in more than one year at all.
Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.
Where its funders are
71% of UPSTART BAY AREA's grant income comes from California funders.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $6.3M arriving through sponsors registered in 12 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
UPSTART BAY AREA's funding base is broadening — from 20 funders to 25 as grant income climbed.
this organization peer median middle 50% of peers· 4,206 community improvement nonprofits $1M–$10M, FY2024
Organizations like UPSTART BAY AREA
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In California
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
83% of spending goes to programs.
Governance
Public support
47%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Files a return copy in 3 states
Screen this organization
A dated, signed PDF of the compliance screen for UPSTART BAY AREA: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds UPSTART BAY AREA?
- UPSTART BAY AREA (California) receives grants from 71 organizations whose IRS filings report $32,578,381 to it, the largest being THE SHIMON BEN JOSEPH FOUNDATION DBA JIM JOSEPH FOUNDATION ($16,903,000). 39 of them have funded it in more than one year.
- How many funders does UPSTART BAY AREA have?
- IRS filings report 71 organizations giving $32,578,381 in grants to UPSTART BAY AREA, 39 of which have funded it in more than one year.
- Who is the largest funder of UPSTART BAY AREA?
- THE SHIMON BEN JOSEPH FOUNDATION DBA JIM JOSEPH FOUNDATION is the largest funder on record, with $16,903,000 in grants. The full list of funders is on this page.
- How can an organization like UPSTART BAY AREA find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in California. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2017–2024), and the filings of 71 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 22, 2026. What this page cannot tell you · view filing