AUMdb

Upswing Foundation

EIN 853622275 · 501(c)(3) · Public charity · Lakewood, CO · recognized 2023

Assets
$28.8M
Revenue
$1.0M
Expenses
$2.8M
Investment income
$992K

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
Davis Graham & Stubbs Llp Legal services $231,056

Officers & directors

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

Name Title Compensation Other
Josh Wilson Ceo $364,779 $1,955
Ted Gerbick Cmo (thru 7/24) $221,572 $8,881
Harmony Myers President $0 $0
Jason Myers Secretary/treasurer $0 $0
Susan Hollern Director $0 $0