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UPCHIEVE, INC.

Company Details

Name: UPCHIEVE, INC.
Jurisdiction: New York
Legal type: FOREIGN NOT-FOR-PROFIT CORPORATION
Status: Active
Date of registration: 19 Jun 2017 (8 years ago)
Entity Number: 5156283
ZIP code: 19808
County: New York
Place of Formation: Delaware
Address: ATTN: UPCHIEVE, INC., 2711 CENTERVILLE RD., STE. 400, WILMINGTON, DE, United States, 19808

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
UPCHIEVE 401(K) PLAN 2023 824456163 2024-05-16 UPCHIEVE, INC. 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 611000
Sponsor’s telephone number 6469798755
Plan sponsor’s address 150 COURT ST. FLOOR 2, BROOKLYN, NY, 11201

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2024-05-16
Name of individual signing QIAN LIU
UPCHIEVE 401(K) PLAN 2022 824456163 2023-05-27 UPCHIEVE, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 611000
Sponsor’s telephone number 6469798755
Plan sponsor’s address 150 COURT ST. FLOOR 2, BROOKLYN, NY, 11201

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2023-05-27
Name of individual signing CHRISTINE RIMER
UPCHIEVE 401(K) PLAN 2021 824456163 2022-05-31 UPCHIEVE, INC. 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 611000
Sponsor’s telephone number 6469798755
Plan sponsor’s address 150 COURT ST. FLOOR 2, BROOKLYN, NY, 11201

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1645 E 6TH STREET, SUITE 200, AUSTIN, TX, 78702
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2022-05-31
Name of individual signing CHRISTINE RIMER

DOS Process Agent

Name Role Address
CORPORATION SERVICE COMPANY DOS Process Agent ATTN: UPCHIEVE, INC., 2711 CENTERVILLE RD., STE. 400, WILMINGTON, DE, United States, 19808

Filings

Filing Number Date Filed Type Effective Date
170619000082 2017-06-19 APPLICATION OF AUTHORITY 2017-06-19

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
82-4456163 Corporation Unconditional Exemption 150 COURT ST STE 2, BROOKLYN, NY, 11201-6274 2019-04
In Care of Name % ALYSA MURRAY
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Educational Organization, Local Association of Employees, Horticultural Organization, Business League, Voluntary Employees' Beneficiary Association (Govt. Emps.), Mutual Ditch or Irrigation Co., Cemetery Company, Other Mutual Corp. or Assoc.
Deductibility Contributions are deductible.
Foundation Organization that receives a substantial part of its support from a governmental unit or the general public 170(b)(1)(A)(vi)
Tax Period 2023-12
Asset 5,000,000 to 9,999,999
Income 1,000,000 to 4,999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Dec
Asset Amount 5997267
Income Amount 4074759
Form 990 Revenue Amount 4074759
National Taxonomy of Exempt Entities Education: Student Services, Organizations of Students
Sort Name UPCHIEVE

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Determination Letter

Final Letter(s) FinalLetter_82-4456163_UPCHIEVEINC_03292019_01.tif

Form 990-N (e-Postcard)

Organization Name UPCHIEVE INC
EIN 82-4456163
Tax Year 2018
Beginning of tax period 2018-01-01
End of tax period 2018-12-31
Gross receipts not greater than $50000 Yes
Organization has terminated No
Mailing Address 150 COURT ST STE 2, BROOKLYN, NY, 11201, US
Principal Officer's Name Alysa Murray
Principal Officer's Address 150 COURT ST STE 2, BROOKLYN, NY, 11201, US
Website URL www.upchieve.org
Organization Name UPCHIEVE INC
EIN 82-4456163
Tax Year 2017
Beginning of tax period 2017-01-01
End of tax period 2017-12-31
Gross receipts not greater than $50000 Yes
Organization has terminated No
Mailing Address 150 COURT ST STE 2, BROOKLYN, NY, 11201, US
Principal Officer's Name Alysa Murray
Principal Officer's Address 150 COURT ST STE 2, BROOKLYN, NY, 11201, US
Website URL www.upchieve.org

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name UPCHIEVE INC
EIN 82-4456163
Tax Period 202212
Filing Type E
Return Type 990
File View File
Organization Name UPCHIEVE INC
EIN 82-4456163
Tax Period 202112
Filing Type E
Return Type 990
File View File
Organization Name UPCHIEVE INC
EIN 82-4456163
Tax Period 202012
Filing Type E
Return Type 990
File View File
Organization Name UPCHIEVE INC
EIN 82-4456163
Tax Period 201912
Filing Type E
Return Type 990
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
3621398401 2021-02-05 0202 PPS 150 Court St Ste 2, Brooklyn, NY, 11201-6274
Loan Status Date 2022-02-12
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 77579
Loan Approval Amount (current) 77579
Undisbursed Amount 0
Franchise Name -
Lender Location ID 455644
Servicing Lender Name Live Oak Banking Company
Servicing Lender Address 1741 Tiburon Dr, WILMINGTON, NC, 28403-6244
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Brooklyn, KINGS, NY, 11201-6274
Project Congressional District NY-10
Number of Employees 6
NAICS code 611710
Borrower Race White
Borrower Ethnicity Hispanic or Latino
Business Type Non-Profit Organization
Originating Lender ID 455644
Originating Lender Name Live Oak Banking Company
Originating Lender Address WILMINGTON, NC
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 78320.78
Forgiveness Paid Date 2022-02-01
3899607804 2020-05-27 0202 PPP 150 Court St, floor 2, brooklyn, NY, 11201
Loan Status Date 2021-04-08
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 41200
Loan Approval Amount (current) 41200
Undisbursed Amount 0
Franchise Name -
Lender Location ID 455644
Servicing Lender Name Live Oak Banking Company
Servicing Lender Address 1741 Tiburon Dr, WILMINGTON, NC, 28403-6244
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address brooklyn, KINGS, NY, 11201-0001
Project Congressional District NY-10
Number of Employees 6
NAICS code 611710
Borrower Race White
Borrower Ethnicity Hispanic or Latino
Business Type Non-Profit Organization
Originating Lender ID 455644
Originating Lender Name Live Oak Banking Company
Originating Lender Address WILMINGTON, NC
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 41514.93
Forgiveness Paid Date 2021-03-03

Date of last update: 24 Mar 2025

Sources: New York Secretary of State