Civic Intelligence

Sequoia Adult School Scholars

990 • Fiscal year 2018 • EIN 45-4128140

Jan 01, 2018 to Dec 31, 2018 • Filed on Mar 18, 2019

Organization Profilewww.upwardscholars.org
3481 Janice WayPalo Alto, CA 94303

(650) 383-8449

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

69th percentile

0.03x

Higher debt load relative to assets than 69% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

73rd percentile

0.03x

Higher debt load relative to revenue than 73% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

88th percentile

40%

Higher net margin than 88% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

95th percentile

$61,670

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 13.2% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

85th percentile

56%

Faster asset growth than 85% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

84th percentile

45%

Faster revenue growth than 84% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$499,755

Up $178,545 (+56%) from 2017

Net Assets

Up

$486,705

Up $187,358 (+63%) from 2017

Liabilities

Down

$13,050

Down $8,813 (-40%) from 2017

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin88th percentile

Revenue

Up

$468,319

Up $145,727 (+45%) from 2017

Expenses

Up

$280,898

Up $61,725 (+28%) from 2017

Net Income

Up

$187,421

Up $84,002 (+81%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2018

Assets$499,755
Liabilities$13,050
Net Assets$486,705
Open 2018 Filing

Operations Trend

Revenue Growth84th percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$468,319
Expenses$280,898
Net Income$187,421
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Mar 18, 2019
Return Version
2018v3.0
Gross Receipts
$468,319
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 empowers low-income adults, mostly immigrants, by providing them financial, academic, and community support so they can continue their education, get better jobs, and serve as role models and advocates for their children.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities-$200,009-
Cash and Non-Interest-Bearing Accounts$123,775$188,721▲ $64,946
Savings and Temporary Cash Investments$197,435$100,025▼ $97,410
Pledges and Grants Receivable-$10,000-
Prepaid Expenses and Deferred Charges-$1,000-
Total Assets$321,210$499,755▲ $178,545
Liabilities
Accounts Payable and Accrued Expenses$21,863$13,050▼ $8,813
Total Liabilities$21,863$13,050▼ $8,813
Net Assets / Fund Balance
Unrestricted Net Assets$283,347$485,705▲ $202,358
Temporarily Rstr Net Assets$16,000$1,000▼ $15,000
Permanently Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$299,347$486,705▲ $187,358
Total Liabilities and Net Assets / Fund Balance$321,210$499,755▲ $178,545
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Elizabeth WealExecutive Director/Board MemberPT$61,670$61,670
Linda PrietoExecutive DirectorFT$25,462$25,462

Board Members and Trustees

NameTitle
Laura AyalaPresident
Adam VarroDirector
Julie HartsteinDirector
Kara RosenbergDirector
Nancy VillarealDirector
Susan HornbeekDirector
Wendy KeuhnlDirector
Irma ZoepfSecretary
Kevin WangTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$468,231
Program Service Revenue
$0
Investment Income
$88
Other Revenue
$0
All Other Contributions
$468,231
Change in Net Assets
$187,421
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$120,053
Salaries, Compensation, and Employee Benefits$87,284
Other Expenses$71,723
Total Fundraising Expense$32,541
Professional Fundraising Fees$1,838

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$111,253--$111,253
Current Officers, Directors, Trustees, and Key Employees$58,286$6,289$20,754$85,329
Fees for Services Other$33,597$1,450$675$35,722
Fees for Services Accounting-$10,938-$10,938
Office Expenses$2,356$3,749$3,415$9,520
Grants to Domestic Orgs$8,800--$8,800
Information Technology$3,522$1,666-$5,188
Occupancy$225$151$2,821$3,197
Other Expenses$432$1,651$0$2,083
Payroll Taxes-$1,955-$1,955
Fees for Services Professional Fundraising--$1,838$1,838
Insurance-$1,563-$1,563
Advertising-$300-$300
Travel$0$141$80$221
Total Functional Expenses$218,504$29,853$32,541$280,898
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$1,838
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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 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 15

“Board reviews compensation for Executive Director annually and makes the decision about compensation”

Form 990, Part VI, Section C, Line 19

“The organization makes 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
6503838449
Address
3481 Janice Way, Palo Alto, CA 94303

Signing Officer

Name
Linda Prieto
Title
Executive Director
Phone
6503838449
Signed
2019-03-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Laura Ayala
Formed
2009
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
9
Employees
1
Volunteers
100

Preparer

Firm
Shelby Malvoso CPA
Address
360 Grand Ave 408, Oakland, CA 94610
Preparer
Shelby Malvoso
Phone
5104736240
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Other Consultants includes; $28,460 coordinator, $4,700 database consultant, $1,987 media services, $350 events consultant, $225 strategic planning”

Raw XML AppendixShowing 400 of 451 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/PrincipalOfficerNm0Laura Ayala
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0Student Support: We provide students with multiple opportunities for academic and community support. We offer one-on-one tutoring, provided by community volunteers, to students requesting help with their classes. In 2018, 88 tutors volunteered more than 3,000 hours and assisted 112 students. We hold a regular Conversation Club where members of the community chat with students, helping students gain English proficiency and community members get to know more about students' lives.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt046610
IRS990/ProgSrvcAccomActy2Grp/GrantAmt02461
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0322535
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt095819
IRS990/PYInvestmentIncomeAmt057
IRS990/PYOtherExpensesAmt070935
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0103419
IRS990/PYSalariesCompEmpBnftPaidAmt050400
IRS990/PYTotalExpensesAmt0219173
IRS990/PYTotalProfFndrsngExpnsAmt02019
IRS990/PYTotalRevenueAmt0322592
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0187421
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0197435
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0100025
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0468319
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0319621
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0210958
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0143332
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0104093
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01246323
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt088
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt088
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.80374
IRS990ScheduleA/PublicSupportPY170Pct00.83930
IRS990ScheduleA/PublicSupportTotal170Amt01001790
IRS990ScheduleA/SubstantialContributorsTotAmt0244533
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0468319
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0319621
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0210958
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0143332
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0104093
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01246323
IRS990ScheduleA/TotalSupportAmt01246411
IRS990/ScheduleBRequiredInd01
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt015516
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Computers, textbooks, parking passes, bus passes, speaking stipend, car stipend, completer award, and gas allowance.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt0104537
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0Non-cash scholarships includes books, parking passes, and food vouchers that are paid for directly to the community college by Upward Scholars.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0340
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0Actual cost of the benefits to students
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The non cash scholarships are handled through the bookstore or admin office of the community college. Students are registered with Upward Scholars and provide their account number when they need books, parking passes and food vouchers. The school sends a bill to Upward Scholars and we reimburse the school directly. Bus passes are purchased by Upward Scholars staff and made available to students. Cash scholarships are monitored as follows; Speakers Bureau- paid after a student gives a talk about their experience. Car stipend- the two students who receive this award are required to send a picture with themselves and the car. Completer awards- given to students who complete their studies and submit documentation showing this. Gas allowance and books & parking- reimbursed directly to students after they submit receipts.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule I, Part I, Line 2
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 is sent to all board members. At the next board meeting the treasurer or accountant is available to review and answer questions
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Board reviews compensation for Executive Director annually and makes the decision about compensation
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Other Consultants includes; $28,460 coordinator, $4,700 database consultant, $1,987 media services, $350 events consultant, $225 strategic planning
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 11g
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt016000
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt01000
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0321210
IRS990/TotalAssetsEOYAmt0499755
IRS990/TotalAssetsGrp/BOYAmt0321210
IRS990/TotalAssetsGrp/EOYAmt0499755
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0468231
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt032541
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt029853
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0218504
IRS990/TotalFunctionalExpensesGrp/TotalAmt0280898
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt021863
IRS990/TotalLiabilitiesEOYAmt013050
IRS990/TotalLiabilitiesGrp/BOYAmt021863
IRS990/TotalLiabilitiesGrp/EOYAmt013050
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0299347
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0486705
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt0218504
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt087132
IRS990/TotalRevenueGrp/ExclusionAmt088
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0468319
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$499,755
Liabilities
$13,050
Net assets
$486,705
Revenue
$468,319
Expenses
$280,898
Net income
$187,421
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