AUMdb

Upland Advisors Inc

EIN 834572806 · 501(c)(3) · Public charity · Schererville, IN · recognized 2019

Assets
$1.5M
Revenue
$699K
Expenses
$1.3M
Investment income
$3.9K

Form 990 fiscal year ended 12/31/2024

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
Stephen Marshall Consultant fees for program advisory services $226,800
Ben White Consultant fees for project management services $137,680
Ryan Sullivan Consultant fees for program advisory services $122,850
Jh Siebert Consultant fees for program advisory services $105,600

Officers & directors

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

Name Title Compensation Other
Jason Gelbort Executive director and secretary $171,360 $12,450
Randy Benjenk President and board member $0 $0
Matthew Colman Treasurer and board member $0 $0