PLATINUM2023

Upequity Corporation

Partners in Advancing Change

aka Upequity   |   Menomonee Falls , WI   |  https://upequity.org

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GuideStar Charity Check

Upequity Corporation

EIN: 85-3253125


Mission

Upequity is a nonprofit organization dedicated to advancing systems and policy change to create equal access to quality, affordable health care.

Ruling year info

2021

Principal Officer

Kimberly Haugstad

Main address

N85 W16110 Appleton Ave PO Box 158

Menomonee Falls , WI 53051 USA

Show more contact info

EIN

85-3253125

Subject area info

Health care quality

Health care access

Public health

Diseases and conditions

Medical support services

Population served info

Sexual identity

Family relationships

Ethnic and racial groups

Economically disadvantaged people

Health

NTEE code info

Health Support Services (E60)

IRS subsection

501(c)(3) Public Charity

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

Tax forms

Show Forms 990

Communication

Programs and results

What we aim to solve

SOURCE: Self-reported by organization

Underserved populations with rare and serious health conditions face many inequities. We are inspired to meaningfully contribute to the movement to advance health equity in rare diseases and believe that we have a responsibility as well as the unique skills, knowledge, and experience to contribute.

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Research and Novel Programs

We believe that it takes a united effort of many to truly impact lasting change and we are committed to contributing to the collective health equity movement to ensure healthcare is accessible to all who need it.

Our aim is to engage in work that supports advancing systems and policy changes, eliminating barriers, and producing tangible improvements in people’s lives.

To reach our aim, we explore and advance novel ideas, evidence-based research and incubate emerging entities in their journey to becoming nonprofit organizations. Upequity’s work is focused on underrepresented populations including women, people of color, LGBTQ+, the elderly, disabled, rural, veterans and those struggling with limited financial resources who live with rare and serious chronic health conditions.

Population(s) Served
Ethnic and racial groups
Family relationships
Health
Sexual identity

Where we work

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

Number of fiscal sponsor applicants sponsored

This metric is no longer tracked.
Totals By Year
Related Program

Research and Novel Programs

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

Fiscal Sponsor for FAIR Time for Women Coalition

Our Sustainable Development Goals

SOURCE: Self-reported by organization

Learn more about Sustainable Development Goals.

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

Upequity exists to challenge the status quo and advance change that helps families with rare and serious diseases live their healthiest, best lives. We aim to deliver patient-centered research and novel, evidence-based programs and services that improve access to quality, affordable healthcare for underserved populations with rare and serious health conditions.

- Conduct patient-centered research with an emphasis on areas of inequality in underserved rare disease and chronic illness populations
- Create and/or assist in novel, evidence-based programs and services that improve access to quality care for underserved rare disease and chronic illness populations
- Collaborate with other nonprofit organizations, educators, policymakers, and other invested parties to further the movement of health equity in underserved rare disease and chronic illness populations

How we listen

SOURCE: Self-reported by organization

Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.

done We shared information about our current feedback practices.
  • How is your organization using feedback from the people you serve?

    To make fundamental changes to our programs and/or operations, To inform the development of new programs/projects, To identify where we are less inclusive or equitable across demographic groups, To strengthen relationships with the people we serve, To understand people's needs and how we can help them achieve their goals

  • Which of the following feedback practices does your organization routinely carry out?

    We collect feedback from the people we serve at least annually, We take steps to get feedback from marginalized or under-represented people, We aim to collect feedback from as many people we serve as possible, We take steps to ensure people feel comfortable being honest with us, We look for patterns in feedback based on demographics (e.g., race, age, gender, etc.), We look for patterns in feedback based on people’s interactions with us (e.g., site, frequency of service, etc.), We engage the people who provide feedback in looking for ways we can improve in response, We act on the feedback we receive, We share the feedback we received with the people we serve, We tell the people who gave us feedback how we acted on their feedback, We ask the people who gave us feedback how well they think we responded

  • What challenges does the organization face when collecting feedback?

    It is difficult to get the people we serve to respond to requests for feedback

Financials

Upequity Corporation
Fiscal year: Jan 01 - Dec 31

Revenue vs. expenses:  breakdown

SOURCE: IRS Form 990 info
NET GAIN/LOSS:    in 
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Financial data

SOURCE: IRS Form 990

Upequity Corporation

Revenue & expenses

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990 info

Fiscal year ending: cloud_download Download Data

Upequity Corporation

Balance sheet

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990 info

The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.

Fiscal year ending: cloud_download Download Data

Operations

The people, governance practices, and partners that make the organization tick.

Documents
Form 1023/1024 is not available for this organization

Principal Officer

Kimberly Haugstad

There are no officers, directors or key employees recorded for this organization

There are no highest paid employees recorded for this organization.

Upequity Corporation

Board of directors
as of 11/07/2023
SOURCE: Self-reported by organization
Board of directors data
Download the most recent year of board of directors data for this organization
Board chair

Kimberly Haugstad

Gabriela Prudencio

Detrice Barry

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? Not applicable

Organizational demographics

SOURCE: Self-reported; last updated 10/30/2023

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.

Leadership

The organization's leader identifies as:

Race & ethnicity
White/Caucasian/European
Gender identity
Female, Not transgender
Sexual orientation
Heterosexual or Straight
Disability status
Person without a disability

Race & ethnicity

Gender identity

Transgender Identity

Sexual orientation

Disability

Equity strategies

Last updated: 10/31/2023

GuideStar partnered with Equity in the Center - an organization that works to shift mindsets, practices, and systems to increase racial equity - to create this section. Learn more

Data
  • We review compensation data across the organization (and by staff levels) to identify disparities by race.
  • We ask team members to identify racial disparities in their programs and / or portfolios.
  • We analyze disaggregated data and root causes of race disparities that impact the organization's programs, portfolios, and the populations served.
  • We disaggregate data to adjust programming goals to keep pace with changing needs of the communities we support.
  • We employ non-traditional ways of gathering feedback on programs and trainings, which may include interviews, roundtables, and external reviews with/by community stakeholders.
  • We disaggregate data by demographics, including race, in every policy and program measured.
  • We have long-term strategic plans and measurable goals for creating a culture such that one’s race identity has no influence on how they fare within the organization.
Policies and processes
  • We use a vetting process to identify vendors and partners that share our commitment to race equity.
  • We have a promotion process that anticipates and mitigates implicit and explicit biases about people of color serving in leadership positions.
  • We seek individuals from various race backgrounds for board and executive director/CEO positions within our organization.
  • We have community representation at the board level, either on the board itself or through a community advisory board.
  • We help senior leadership understand how to be inclusive leaders with learning approaches that emphasize reflection, iteration, and adaptability.
  • We measure and then disaggregate job satisfaction and retention data by race, function, level, and/or team.
  • We engage everyone, from the board to staff levels of the organization, in race equity work and ensure that individuals understand their roles in creating culture such that one’s race identity has no influence on how they fare within the organization.