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Bay Area Cohort

The Bay Area Cohort was created in UpMetrics' home base to support nonprofit organizations with programs primarily serving Bay Area community residents.

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About the Bay Area Cohort

The Cohort is currently funded by five local foundations:

  • Quest Foundation
  • The Walther Foundation
  • O'Brien Family Foundation
  • Morgan Family Charitable
  • Payne Family Foundation

2026 Year In Review

Our third and final year of our Bay Area Cohort is a wrap! In 2026 we continued to work alongside our five nonprofits and five funders to help them turn scattered data into sustainable systems: clear impact frameworks, dashboards teams use every day, and a peer community built on trust.

Each nonprofit received monthly one-on-one support, joined quarterly virtual learning sessions with the full cohort, and gathered twice a year for in-person convenings. The results include board prep that dropped from three hours to one, a monthly reporting process that went from calculating 14 spreadsheets to downloading four, and a public annual report built as a living dashboard.

Read the full story of the cohort’s three-year journey on our blog to see what we built together.

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"I keep thinking to myself: 'This is what I always hoped philanthropy would FEEL like.' And I think it's what we all want it to feel like - profound connection, partnership, honesty, trust, and a commitment to excellence and change, to making the world a better, safer place for all. This is the kind of collaboration that will keep all of us energized and enjoying our work, rather than burning out. It is a really really big deal."

- Christine Walther Tripp, Executive Director at The Walther Foundation, reflecting on the cohort experience.

Grantees participating in the cohort focused on:

Measuring What Matters

Defining the right impact metrics and tracking them with confidence.

Making Sense of their Data

Building skills in analysis and visualization to uncover insights and guide strategy.

Securing Funding

Using data to craft compelling impact narratives that help secure and sustain funding.

Building Community

Exchanging learnings and collaborating with a local peer network of nonprofit leaders.

Each Cohort Grantee Received

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Access to UpMetrics' Technology

Participants used our industry-leading tools to collect, analyze, and communicate impact data. No more scrambling for reports or struggling to translate outcomes into stories.

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Peer Learning Sessions

Participants could learn and grow with other nonprofit leaders navigating similar challenges. These sessions focused on real-time problem solving, shared experiences, and practical skill-building.

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Skill-Building Workshops & Support

We supported participants every step of the way, from onboarding to implementation, ensuring they were set up for success and equipped to sustain the work long-term.

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Funder Connections

Participants were connected with mission-aligned grantmakers and other organizations that were looking to support or collaborate with nonprofits like theirs.

Meet the Grantees

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The Arc San Francisco promotes and protects the human rights of people with intellectual and developmental disabilities.

The Arc San Francisco is a collaborative community of participants, families, and Circles of Support working together to provide accessible, inclusive services, and advocating for disability justice.
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FACES provides vital childcare, enrichment, and economic supports to low-income working families in San Francisco.

FACES envisions a future where all families have what they need to live, grow, and thrive in San Francisco. Towards this vision, their mission is for every child to reach their unique potential within a safe and joyful learning environment and every family to access a network of support that promotes well-being, opportunity, and community.

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Holy Family Day Home provides affordable, high quality, early childhood education and family support services in a stable and nurturing environment.

Holy Family Day Home envisions a future where more Bay Area children and families have the opportunity and skills to maintain stable, healthy lives, realize their potential, and better contribute to their community.

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R.O.C.K. is the largest provider of active and enriching programs for children and youth in San Francisco's Visitacion Valley.

R.O.C.K. (Real Options for City Kids) is the largest provider of academic and social support for at-risk youth in Visitacion Valley. R.O.C.K. addresses the needs of at-risk youth through an innovative combination of learning enrichment, sports and fitness, leadership training, and outdoor adventure programs. These yearlong school-based and out of school programs are vital, providing a way to encourage positive living and healthy emotional connections with others.

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Women's Coaching Alliance is developing future female leaders through coaching youth sports.

Women's Coaching Alliance reaches young women athletes at a critical stage, strengthening their confidence to become future leaders at a time when society tells them they can’t. Their expert mentors help them tie coaching to leading, so they not only see their potential, they have the confidence they need to achieve it.

Hear from the Grantees

For R.O.C.K., the best part about the cohort is hearing about the challenges other organizations are facing around metrics and data gathering, but also hearing what solutions they've found for themselves. I feel like I'm learning something new to bring back to R.O.C.K. after each session, and I really hope I'm leading others with some of our lessons learned as well.
Hanna Doer
Deputy Director, R.O.C.K (Real Options for City Kids)
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We are huge fans of this UpMetrics project... something that's so exciting is that we're able to conceptualize how to use the data that we already have and also teasing out and understanding ways that we can create and adapt data that's person-centered and participant led... I also want to shout out our colleagues in the cohort, it's a brilliant group of people and we're learning a lot from them.
Esther Landau
Senior Director of Advancement, The Arc of San Francisco
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One of the biggest benefits of the cohort is having connections with other community based organizations in the Bay who are also learning how to measure impact through their work.

I am looking forward to learning more from our collective insights, as well as the quarterly data and leadership sessions. I feel lucky to be a part of a cohort that offers this type of shared learning.

Laura Preuss
Evaluation & Learning Manager, FACES
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News & Updates

2025 Cohort Year in Review
Video: Building Bridges & Deepening Collaboration
Recap from the August 2024 Convening
Video: Helping Grantees tell their Stories of Impact

Interested in joining a future cohort as a funder or grantee?

Complete the form to share a little about your organization and what you're looking to accomplish or improve.

Foundations and other grantmakers:

You can choose to either sponsor your own Cohort or co-sponsor an existing Cohort.

Nonprofits:

Reach out to see how you can become a participating grantee in one of our sponsored Cohorts.

 

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FUN FACT:

On average, nonprofits that participate in our cohorts increase their funding by 55.8% year over year.