Upland Advisors Inc
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2019 | 116,346 | 25,767 | 90,579 | 42.2 | — |
| 2023 | 3,210,160 | 1,155,445 | 2,054,715 | 22.1 | 16% |
In its most recent public year (2023), this organization brought in $2,054,715 more than it spent. Its reserves stood at about 22.1 months of spending, down from 42.2 in 2019. Staff pay was 16% of spending. $37,500 of its net assets are donor-restricted.
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
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