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Nonprofit · EIN 93-0924815

UP AND OUT INCORPORATED

Tax-exempt · PORTLAND, OR 97232

Financials

$4.2M$3.9M2023$4.3M$4M2024
Revenue Expenses · by fiscal year end
Financials of UP AND OUT INCORPORATED by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$4,264,162$3,994,994$269,168$7,687,782$347,366$7,340,416
June 30, 2024990$4,203,378$3,854,569$348,809$7,470,086$427,581$7,042,505
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$4,103,806
Investment income
$160,356
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$125,000
Other salaries and wages
$2,417,422
Salaries, compensation and benefits (total)
$3,037,141
Professional fundraising fees
$0
Occupancy
$220,823
Depreciation
$92,766
Program services (functional)
$3,746,675
Management and general (functional)
$248,319

Balance sheet and other

Total assets, start of year
$7,470,086
Total assets, end of year
$7,687,782
Total liabilities, end of year
$347,366
Net assets, end of year
$7,340,416
Land, buildings and equipment
$1,311,743
Publicly traded securities
$3,869,564
Net assets without donor restrictions
$7,340,416
Gross receipts
$4,264,162
Employees
81
Volunteers
0
Year formed
1987
State of legal domicile
OR

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
KAY WECKERLINGINTERIM EXECUTIVE DIRECTOR
Officer
40$125,000
JOHN LONGFIELDMEMBER
Trustee or director
1$0
CHAD COLTONPRESIDENT
Trustee or director, Officer
1$0
STACI ANDERSONSECRETARY/TREASURER
Trustee or director, Officer
1$0
JOHN PETERSONMEMBER
Trustee or director
1$0
990 for the year ended June 30, 2024: 6 people
NameTitleHours / weekCompensation
KAY WECKERLINGINTERIM EXECUTIVE DIRECTOR
Trustee or director, Officer
40$95,609
JAMES K PHELPSINTERIM EXECUTIVE DIRECTOR
Officer
35$3,762
CHAD COLTONPRESIDENT
Trustee or director, Officer
1$0
STACI ANDERSONSECRETARY/TREASURER
Trustee or director, Officer
1$0
JOHN PETERSONMEMBER
Trustee or director
1$0
JOHN LONGFIELDMEMBER
Officer
1$0

Address and contacts

Address (IRS master file)
1116 NE GLISAN ST, PORTLAND, OR 97232-2705
In care of
% ALISON CASSIDY NORTON
Principal officer (990 for 2024)
STACI ANDERSON, 1116 NE GLISAN ST, PORTLAND, OR 97232
Signed the 990
STACI ANDERSON, BOARD TREASURER
Phone
(503) 796-0241
Return prepared by
APRIO ADVISORY GROUP LLC

Mission

UP AND OUT, INC., IS COMMITTED TO PROVIDING COMMUNITY INTEGRATED SERVICES AND RESIDENTIAL OPTIONS THAT WILL ASSIST INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES TO MOVE INTO AND MAINTAIN INDIVIDUALIZED LIVING SITUATIONS IN THEIR OWN HOMES AS VALUED, PRODUCTIVE, UNIQUE AND SUCCESSFUL MEMBERS OF THEIR COMMUNITY.

990 for the year ended June 30, 2025

Program accomplishments

  • GROUP HOMES AND TENANT SUPPORT - UP AND OUT PROVIDES 24-HOUR RESIDENTIAL SUPPORT TO INDIVIDUALS IN GROUP HOMES THROUGHOUT NORTHEAST PORTLAND AND GRESHAM. PERSON-CENTERED SUPPORT IS PROVIDED TO PROMOTE INDEPENDENCE AND THE FULL INCLUSION OF PEOPLE EXPERIENCING DISABILITIES. AREAS OF CARE MIGHT INCLUDE THE DEVELOPMENT OF INDEPENDENT LIVING SKILLS SUCH AS TAKING PUBLIC TRANSPORTATION, MEDICATION ADMINISTRATION, FINANCIAL BUDGETING/RESOURCE PLANNING, HEALTH AND SAFETY SKILLS, COMMUNITY ACCESS AND ENGAGEMENT, TRAVEL, AND ACTIVITIES OF DAILY LIVING.
    Expenses $3,242,648 · revenue $3,445,308
  • SUPPORTED LIVING PROJECTS - UP AND OUT PROVIDES SUPPORT TO ADULTS THAT LIVE IN THEIR OWN HOMES INDEPENDENTLY OR WITH FAMILY. THEY RECEIVE SUPPORT TO MEET DAY-TO-DAY NEEDS AND ARE OFFERED OPTIONS FOR RELATIONSHIP BUILDING AND COMMUNITY INCLUSION. THE SUPPORTED LIVING COMMUNITY SPENDS TIME TOGETHER VISITING THE OREGON COAST, LOCAL MUSEUMS AND ATTRACTIONS, BOWLING, GOING OUT TO DINNER, DOING ARTS AND CRAFTS, AND SO MUCH MORE!
    Expenses $504,027 · revenue $658,498

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
93-0924815
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1988
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$7,687,782
Income (IRS master file)
$4,264,162

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$4,264,162$3,994,994$7,687,782XML
990June 2024$4,203,378$3,854,569$7,470,086XML
990June 2023$3,841,783$3,179,743$7,171,284IRS
990June 2022$2,964,309$2,883,311$6,210,112IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 93-0924815).

Questions about UP AND OUT INCORPORATED

What is the EIN of UP AND OUT INCORPORATED?
The employer identification number (EIN) of UP AND OUT INCORPORATED is 93-0924815.
Is UP AND OUT INCORPORATED tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
Are donations to UP AND OUT INCORPORATED tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does UP AND OUT INCORPORATED file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of UP AND OUT INCORPORATED due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did UP AND OUT INCORPORATED last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of UP AND OUT INCORPORATED?
The 990 for the year ended June 30, 2025 names STACI ANDERSON.
Who are the officers and directors of UP AND OUT INCORPORATED?
The 990 for the year ended June 30, 2025 lists 5 people; 1 received compensation from the organization, the highest $125,000 (KAY WECKERLING, INTERIM EXECUTIVE DIRECTOR).
How much revenue does UP AND OUT INCORPORATED have?
On its 990 for the year ended June 30, 2025 it reported revenue of $4,264,162, expenses of $3,994,994 and total assets of $7,687,782 at year end.

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