AUMdb

Upward Unlimited

EIN 571031173 · 501(c)(3) · Public charity · Spartanburg, SC · recognized 1997

Assets
$50.6M
Revenue
$8.9M
Expenses
$10.1M
Investment income
$2.0M

Form 990 fiscal year ended 09/30/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

Contractor Services Compensation
Momentec Brands Shipping services $745,918
Velosio Software implementation $191,375
Taylormade Technology Solutions Inc Software development $173,485
Womble Bond Dickinson Llp Legal services $128,822

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Kevin Drake Executive director $259,356 $3,479
Amie Busbee Cfo/assistant treasurer $167,697 $20,309
Travis Vaughn Director of market research $131,974 $13,043
Matthew Bradley Director of supply chain $130,047 $28,238
Brian Tramel Director of information technology $129,687 $25,513
Andrew Provence Director of partner relations $123,815 $21,820
Robert Swink Sr. software architect $120,526 $24,973
Hugh Brantley Secretary/treasurer $0 $0
Michael Chibbaro Vice chairman $0 $0
Tully Brewer Chairman of board $0 $0
Bob Caldwell Sr Board member $0 $0
Courtney Shelton Board member $0 $0
David Bishop Board member $0 $0