Civic Intelligence

Upward Scholars

EIN 45-4128140 • 501(c)3 • Redwood City, CA

Profile

Upward Scholars provides adult immigrants the boost they need to move up the economic ladder through education and career development support.

330 Twin Dolphin Dr 101Redwood City, CA 94065

www.upwardscholars.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

45th percentile

0.04x

Higher debt load relative to assets than 45% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.05x

Higher debt load relative to revenue than 44% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

18th percentile

-14%

Higher net margin than 18% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

89th percentile

$194,712

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 16.9% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

17th percentile

-9.7%

Faster asset growth than 17% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

10th percentile

-32%

Faster revenue growth than 10% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets45th percentile

Assets

Down

$1,300,455

Down $139,510 (-9.7%) from 2023

Liabilities

Up

$56,008

Up $9,951 (+22%) from 2023

Net Assets

Down

$1,244,447

Down $149,461 (-11%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin18th percentile

Revenue

Down

$1,152,558

Down $536,261 (-32%) from 2023

Expenses

Down

$1,310,899

Down $10,551 (-0.8%) from 2023

Net Income

Down

-$158,341

Down $525,710 (-143%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth17th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2014: $111,380Net Assets 2014: $111,3802014Assets 2015: $150,542Liabilities 2015: $3,055Net Assets 2015: $147,4872015Assets 2016: $227,583Liabilities 2016: $31,655Net Assets 2016: $195,9282016Assets 2017: $321,210Liabilities 2017: $21,863Net Assets 2017: $299,3472017Assets 2018: $499,755Liabilities 2018: $13,050Net Assets 2018: $486,7052018Assets 2019: $506,813Liabilities 2019: $5,964Net Assets 2019: $500,8492019Assets 2020: $739,591Liabilities 2020: $53,120Net Assets 2020: $686,4712020Assets 2021: $896,809Liabilities 2021: $30,469Net Assets 2021: $866,3402021Assets 2022: $1,033,994Liabilities 2022: $17,674Net Assets 2022: $1,016,3202022Assets 2023: $1,439,965Liabilities 2023: $46,057Net Assets 2023: $1,393,9082023Assets 2024: $1,300,455Liabilities 2024: $56,008Net Assets 2024: $1,244,4472024

Highlighted filing

2024

Assets$1,300,455
Liabilities$56,008
Net Assets$1,244,447
Open 2024 Filing

Operations Trend

Revenue Growth10th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2014: $97,278Expenses 2014: $45,941Net Income 2014: $51,3372014Revenue 2015: $143,388Expenses 2015: $107,281Net Income 2015: $36,1072015Revenue 2016: $211,045Expenses 2016: $162,604Net Income 2016: $48,4412016Revenue 2017: $322,592Expenses 2017: $219,173Net Income 2017: $103,4192017Revenue 2018: $468,319Expenses 2018: $280,898Net Income 2018: $187,4212018Revenue 2019: $383,455Expenses 2019: $370,691Net Income 2019: $12,7642019Revenue 2020: $708,306Expenses 2020: $522,708Net Income 2020: $185,5982020Revenue 2021: $956,944Expenses 2021: $777,075Net Income 2021: $179,8692021Revenue 2022: $1,190,906Expenses 2022: $1,040,926Net Income 2022: $149,9802022Revenue 2023: $1,688,819Expenses 2023: $1,321,450Net Income 2023: $367,3692023Revenue 2024: $1,152,558Expenses 2024: $1,310,899Net Income 2024: -$158,3412024

Highlighted filing

2024

Revenue$1,152,558
Expenses$1,310,899
Net Income-$158,341
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,300,455
Liabilities
$56,008
Net assets
$1,244,447
Revenue
$1,152,558
Expenses
$1,310,899
Net income
-$158,341
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.30$0.06$1.24$1.15$1.31$0.16
2023Detailed filing. Detailed filing data is available for this year.$1.44$0.05$1.39$1.69$1.32$0.37
2022Detailed filing. Detailed filing data is available for this year.$1.03$0.02$1.02$1.19$1.04$0.15
2021Detailed filing. Detailed filing data is available for this year.$0.90$0.03$0.87$0.96$0.78$0.18
2020Detailed filing. Detailed filing data is available for this year.$0.74$0.05$0.69$0.71$0.52$0.19
2019Detailed filing. Detailed filing data is available for this year.$0.51$0.01$0.50$0.38$0.37$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.50$0.01$0.49$0.47$0.28$0.19
2017Summary only. Only limited summary data is available for this year.$0.32$0.02$0.30$0.32$0.22$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.23$0.03$0.20$0.21$0.16$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.14$0.11$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.11$0.11$0.10$0.05$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 23, 2025
Return Version
2024v5.1
Gross Receipts
$1,152,558
Mission and Program Overview

Mission

To assist underserved students who have been enrolled in adult schools and community based organizations in san mateo county so they can continue their education in community college

Upward Scholars provides adult immigrants the boost they need to move up the economic ladder through education and career development support.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$806,469$1,006,951▲ $200,482
Cash and Non-Interest-Bearing Accounts$328,944$225,801▼ $103,143
Pledges and Grants Receivable$289,500$50,957▼ $238,543
Prepaid Expenses and Deferred Charges$11,291$14,865▲ $3,574
Land, Buildings, and Equipment, Net$3,761$1,881▼ $1,880
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,439,965$1,300,455▼ $139,510
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$46,057$56,008▲ $9,951
Total Liabilities$46,057$56,008▲ $9,951
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$746,340$932,159▲ $185,819
Net Assets With Donor Restrictions$647,568$312,288▼ $335,280
Total Net Assets Fund Balance$1,393,908$1,244,447▼ $149,461
Total Liabilities and Net Assets / Fund Balance$1,439,965$1,300,455▼ $139,510

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,881$3,760$5,641
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Linda PrietoExecutive DirectorFT$178,938$15,774$194,712

Board Members and Trustees

NameTitle
Erika PretellPresident
Marilyn EzrinVice President
Sangita JayaramanVice President
Amado Flores RenteraDirector
Angelica Elizondo BryantDirector
Anuj GaggarDirector
David MooreDirector
Jeannie KarlDirector
Jennifer MinDirector
Oliver AraqueDirector
Rodrigo EspinosaDirector
Stefani Jacobson WillisDirector
Beth HarrisonSecretary
Eric TakahaTreasurer
Susanna TangTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,084,149
Program Service Revenue
$36,542
Investment Income
$31,867
Other Revenue
$0
All Other Contributions
$1,059,149
Change in Net Assets
$-158,341
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$760,974
Grants and Similar Amounts Paid$288,957
Total Fundraising Expense$213,045
Other Expenses$160,787
Professional Fundraising Fees$100,181

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$373,183$37,803$37,402$448,388
Grants to Domestic Individuals$288,957--$288,957
Current Officers, Directors, Trustees, and Key Employees$79,311$59,477$59,477$198,265
Fees for Services Professional Fundraising--$100,181$100,181
Other Employee Benefits$41,607$6,931$4,053$52,591
Payroll Taxes$33,548$9,803$6,880$50,231
Fees for Services Other$21,107$23,309-$44,416
Occupancy$23,477$5,869-$29,346
Office Expenses$7,464$15,441$2,908$25,813
Fees for Services Accounting-$19,200-$19,200
Insurance-$18,331-$18,331
Conferences and Meetings$1,166$15,727$374$17,267
Pension Plan Contributions$9,356$1,065$1,078$11,499
Advertising-$2,563$687$3,250
Depreciation Depletion-$1,880-$1,880
Travel$940$339$5$1,284
Total Functional Expenses$880,116$217,738$213,045$1,310,899
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$100,181
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 is sent to all board members. At the next board meeting the Treasurer or accountant is available to review and answer questions.”

Form 990, Part VI, Section B, Line 12C

“Board members are required to review, sign and date the policy on an annual basis, indicating that they understand the policy and will comply with it.”

Form 990, Part VI, Section B, Line 15A

“Board reviews compensation for Executive Director annually and makes the decision about compensation using the Fair Pay Northern CA Nonprofits survey from Nonprofit Compensation Associates.”

Form 990, Part VI, Section C, Line 19

“The organization made its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Upward Scholars
EIN
45-4128140
Phone
6502631384
Address
330 Twin Dolphin Dr 101, Redwood City, CA 94065

Signing Officer

Name
Erika Pretell
Title
President
Signed
2025-05-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Erika Pretell
Formed
2009
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
9

Preparer

Firm
Malvoso CPA
Address
360 Grand Ave 408, Oakland, CA 94610
Preparer
Shelby Malvoso
Phone
5104736240
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IRS990/Desc0Career Development, including vocational and entrepreneurship programs to foster students' careers as interpreters, nannies, business owners, and teachers, and mentoring. The third largest combined program service is our MoveUp Initiative, which includes BusinessUp/Pro and TeacherUp. Launched in 2023, TeacherUp recruited and assisted 40 community members in enrolling in college and provided them with wraparound support, including stipends, professional development, employer connections, grocery gift cards, and webinars. Through TeacherUp, Upward Scholars, and our partners prioritize increasing the Bay Area's early childhood education workforce, which predominantly comprises bilingual BIPOC educators.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Dir.
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IRS990/ProgramServiceRevenueGrp/Desc0Teacher training
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IRS990/ProgSrvcAccomActy2Grp/Desc0Holistic Support to foster students' physical, emotional, social, and spiritual well-being, including counseling, resource navigation, and written references.
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IRS990/ProgSrvcAccomActy3Grp/Desc0Financial Support to lessen the burden of attending college, including free textbooks, course materials, and laptops, transportation assistance, grocery gift cards, and support for other college costs, as well as a Safety Net Fund that assists students with basic living expenses. In 2020, we launched Student Safety Net, a new program to better meet the needs of the people we serve today and confront the future challenges of our changing economic landscape, particularly given the pandemic's direct impact on our students. We introduced our first-ever Student Safety Net Fund (SNF) to support students who were hardest hit by the pandemic. Students applied for assistance from the SNF to help cover expenses related to rent, medical care, childcare, utilities, and other emergency needs. This support ensured that, despite losing jobs and wages, they could continue their college courses. We have maintained this program as a means of retention, allowing our students to keep prioritizing their academic and career goals. In 2024, the high cost of living in the Bay Area significantly affected many Upward Scholars students. In response, we continue our Student Safety Net Fund and are extending our grocery gift card program, Healthy Scholars, to help students offset costs associated with lost wages. The Healthy Scholars program provides monthly grocery gift cards to students struggling to access food.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0Academic Support, including community and peer tutors, opportunities to improve English skills, peer learning facilitators, assistance with scholarship applications and applications for transfer to four-year universities, and an annual Graduation Celebration. Free textbooks and course materials for adult immigrant students across San Mateo County and northern Alameda County is the second largest combined program service as measured by expense. To ensure students have all of the necessary course materials to attend their college courses and succeed, Upward Scholars pays for college textbooks and, in some cases, shipping, e-textbooks, disability technological tools, special course fees, and additional course supplies (e.g., baker jacket and kits, cosmetologist/barber apron and kits, skeletal models, dental hygiene kits).
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