Uptake Institute
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 198,304 | 196,119 | 2,185 | 6.5 | — |
| 2012 | 654,390 | 313,969 | 340,421 | 4.5 | 18% |
| 2013 | 352,026 | 331,666 | 20,360 | 6.1 | 59% |
| 2014 | 232,907 | 230,129 | 2,778 | 2.2 | 77% |
| 2015 | 131,705 | 123,479 | 8,226 | 4.8 | — |
| 2016 | 74,609 | 76,238 | −1,629 | 7.6 | — |
| 2017 | 71,821 | 65,440 | 6,381 | 12.8 | — |
| 2018 | 51,122 | 44,141 | 6,981 | 19.5 | — |
| 2019 | 45,013 | 64,875 | −19,862 | 9.6 | — |
| 2020 | 60,568 | 82,874 | −22,306 | 4.5 | — |
| 2021 | 119,490 | 110,749 | 8,741 | 5.9 | — |
| 2022 | 65,136 | 82,684 | −17,548 | 3.3 | — |
| 2023 | 65,430 | 66,979 | −1,549 | 5.2 | — |
In its most recent public year (2023), this organization spent $1,549 more than it brought in. Its reserves stood at about 5.2 months of spending, down from 6.5 in 2011.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
Uptake Institute's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works