Civic Intelligence

Sequoia Adult School Scholars

990 • Fiscal year 2022 • EIN 45-4128140

Jan 01, 2022 to Dec 31, 2022 • Filed on May 02, 2023

Organization Profilewww.upwardscholars.org
855 Jefferson Ave Box 506Redwood City, CA 94064

(650) 254-6109

Siviq Scores

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

Liabilities / Assets

35th percentile

0.02x

Higher debt load relative to assets than 35% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.01x

Higher debt load relative to revenue than 29% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

60th percentile

13%

Higher net margin than 60% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

85th percentile

$156,794

Higher top officer pay than 85% of similar nonprofits.

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

73rd percentile

15%

Faster asset growth than 73% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

70th percentile

24%

Faster revenue growth than 70% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$1,033,994

Up $137,185 (+15%) from 2021

Net Assets

Up

$1,016,320

Up $149,980 (+17%) from 2021

Liabilities

Down

$17,674

Down $12,795 (-42%) from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin60th percentile

Revenue

Up

$1,190,906

Up $233,962 (+24%) from 2021

Expenses

Up

$1,040,926

Up $263,851 (+34%) from 2021

Net Income

Down

$149,980

Down $29,889 (-17%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2022

Assets$1,033,994
Liabilities$17,674
Net Assets$1,016,320
Open 2022 Filing

Operations Trend

Revenue Growth70th 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

2022

Revenue$1,190,906
Expenses$1,040,926
Net Income$149,980
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 2, 2023
Return Version
2022v5.0
Gross Receipts
$1,190,906
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$305,395$662,122▲ $356,727
Cash and Non-Interest-Bearing Accounts$591,414$361,577▼ $229,837
Land, Buildings, and Equipment, Net-$5,641-
Prepaid Expenses and Deferred Charges-$4,654-
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$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$896,809$1,033,994▲ $137,185
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$30,469$17,674▼ $12,795
Total Liabilities$30,469$17,674▼ $12,795
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$858,340$1,008,320▲ $149,980
Net Assets With Donor Restrictions$8,000$8,000→ $0
Total Net Assets Fund Balance$866,340$1,016,320▲ $149,980
Total Liabilities and Net Assets / Fund Balance$896,809$1,033,994▲ $137,185

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,641-$5,641

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$305,395$350,000▲ $6,726-$662,121
2021$305,323-▲ $72-$305,395
2020$306,043-▲ $950-$305,323
2019$200,009$100,025▲ $6,009-$306,043
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Linda PrietoExecutive DirectorFT$139,138$17,656$156,794

Board Members and Trustees

NameTitle
Erika PretellPresident
Marilyn EzrinVice President
Amado Flores RenteraDirector
Anglica Elizondo BryantDirector
Anuj GaggarDirector
David MooreDirector
Jeannie KarlDirector
Julie HarsteinDirector
Rodrigo EspinosaDirector
Stefani Jacobson WillisDirector
Wendy Kuehnl-OrtizDirector
Beth HarrisonSecretary
Eric TakahaTreasurer
Gabriel SwankTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,184,180
Program Service Revenue
$0
Investment Income
$6,726
Other Revenue
$0
All Other Contributions
$1,180,680
Change in Net Assets
$149,980
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$537,433
Grants and Similar Amounts Paid$361,946
Other Expenses$121,891
Total Fundraising Expense$112,613
Professional Fundraising Fees$19,656

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$357,946--$357,946
Other Salaries and Wages$225,711$34,155$34,343$294,209
Current Officers, Directors, Trustees, and Key Employees$74,502$43,572$47,788$165,862
Payroll Taxes$22,339$18,206$5,907$46,452
Fees for Services Accounting-$32,804-$32,804
Fees for Services Other$21,598$4,458$931$26,987
Office Expenses$601$21,893$428$22,922
Other Employee Benefits$14,177$4,708$1,440$20,325
Fees for Services Professional Fundraising--$19,656$19,656
Pension Plan Contributions$1,398$8,484$703$10,585
Information Technology-$7,976$1,012$8,988
Conferences and Meetings$100$7,864$11$7,975
Fees for Services Legal-$6,174-$6,174
Occupancy-$5,735$32$5,767
Grants to Domestic Orgs$4,000--$4,000
Travel-$3,580$52$3,632
Advertising-$3,024$310$3,334
Insurance-$2,414-$2,414
Other Expenses-$894-$894
Total Functional Expenses$722,372$205,941$112,613$1,040,926
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$19,656
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
Yes
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 A, Line 4

“Bylaws were update to modify board terms from "The initial term is one year and can be followed by two two-year terms." to "The initial term is two years and can be followed by two two-year terms."”

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
6502546109
Address
855 Jefferson Ave Box 506, Redwood City, CA 94064

Signing Officer

Name
Linda Prieto
Title
Executive Director
Signed
2023-05-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linda Prieto
Formed
2009
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
10

Preparer

Firm
Shelby Malvoso
Address
360 Vernon St Unit 303, Oakland, CA 94610
Preparer
Shelby Malvoso
Phone
5104736240
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

“We started planning for TeacherUp (our newest program in 2022) and launched it this year (2023). In January 2022, we expanded into northern Alameda County, serving 54 adult immigrant students enrolled in the Peralta Community College District, which consists of Alameda College, Berkeley City College, Laney College, and Merritt College.”

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“Held in reserve to use in emergency.”

Raw XML AppendixShowing 400 of 582 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt030469
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt017674
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Upward Scholars provides adult immigrants the boost they need to move up the economic ladder through education and career development support.
IRS990/AdvertisingGrp/FundraisingAmt0310
IRS990/AdvertisingGrp/ManagementAndGeneralAmt03024
IRS990/AdvertisingGrp/TotalAmt03334
IRS990/AllOtherContributionsAmt01180680
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Linda Prieto
IRS990/BooksInCareOfDetail/PhoneNum06502546109
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0855 Jefferson Ave Box 506
IRS990/BooksInCareOfDetail/USAddress/CityNm0Redwood City
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094064
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0591414
IRS990/CashNonInterestBearingGrp/EOYAmt0361577
IRS990/ChangeToOrgDocumentsInd0true
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt047788
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt043572
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt074502
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0165862
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/FundraisingAmt011
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt07864
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0100
IRS990/ConferencesMeetingsGrp/TotalAmt07975
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01184180
IRS990/CYGrantsAndSimilarPaidAmt0361946
IRS990/CYInvestmentIncomeAmt06726
IRS990/CYOtherExpensesAmt0121891
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0149980
IRS990/CYSalariesCompEmpBnftPaidAmt0537433
IRS990/CYTotalExpensesAmt01040926
IRS990/CYTotalFundraisingExpenseAmt0112613
IRS990/CYTotalProfFndrsngExpnsAmt019656
IRS990/CYTotalRevenueAmt01190906
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0In 2022, we revamped JobUp, a referral program where we match our students needing flexible short-term or one-time employment opportunities with community members needing student services. In 2022, we also began researching the creation of our newest academic and career development program, TeacherUp. This pilot program, TeacherUp, launches in 2023 and will recruit and assist community members to enroll in college and provide them with wraparound support, including stipends, employer connections, and webinars. Through TeacherUp, Upward Scholars and our partners prioritize increasing the Bay Area early childhood education workforce, especially BIPOC educators.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt08000
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt08000
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt010
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0337358
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt032804
IRS990/FeesForServicesAccountingGrp/TotalAmt032804
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt06174
IRS990/FeesForServicesLegalGrp/TotalAmt06174
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/FundraisingAmt0931
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt04458
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt021598
IRS990/FeesForServicesOtherGrp/TotalAmt026987
IRS990/FeesForServicesProfFundraising/FundraisingAmt019656
IRS990/FeesForServicesProfFundraising/TotalAmt019656
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt142.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt017656
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/PersonNm0Linda Prieto
IRS990/Form990PartVIISectionAGrp/PersonNm1Erika Pretell
IRS990/Form990PartVIISectionAGrp/PersonNm2Marilyn Ezrin
IRS990/Form990PartVIISectionAGrp/PersonNm3Eric Takaha
IRS990/Form990PartVIISectionAGrp/PersonNm4Gabriel Swank
IRS990/Form990PartVIISectionAGrp/PersonNm5Beth Harrison
IRS990/Form990PartVIISectionAGrp/PersonNm6Amado Flores Rentera
IRS990/Form990PartVIISectionAGrp/PersonNm7Anglica Elizondo Bryant
IRS990/Form990PartVIISectionAGrp/PersonNm8Anuj Gaggar
IRS990/Form990PartVIISectionAGrp/PersonNm9David Moore
IRS990/Form990PartVIISectionAGrp/PersonNm10Jeannie Karl
IRS990/Form990PartVIISectionAGrp/PersonNm11Julie Harstein
IRS990/Form990PartVIISectionAGrp/PersonNm12Rodrigo Espinosa
IRS990/Form990PartVIISectionAGrp/PersonNm13Stefani Jacobson Willis
IRS990/Form990PartVIISectionAGrp/PersonNm14Wendy Kuehnl-Ortiz
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0139138
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02009
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GovernmentGrantsAmt03500
IRS990/GrantAmt0125574
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0357946
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0357946
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt04000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt04000
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01190906
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt01012
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt07976
IRS990/InformationTechnologyGrp/TotalAmt08988
IRS990/InsuranceGrp/ManagementAndGeneralAmt02414
IRS990/InsuranceGrp/TotalAmt02414
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt06726
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt06726
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0305395
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0662122
IRS990/IRPDocumentCnt013
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05641
IRS990/LandBldgEquipCostOrOtherBssAmt05641
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Upward Scholars provides adult immigrants the boost they need to move up the economic ladder through education and career development support.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0866340
IRS990/NetAssetsOrFundBalancesEOYAmt01016320
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0858340
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01008320
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt032
IRS990/OccupancyGrp/ManagementAndGeneralAmt05735
IRS990/OccupancyGrp/TotalAmt05767
IRS990/OfficeExpensesGrp/FundraisingAmt0428
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt021893
IRS990/OfficeExpensesGrp/ProgramServicesAmt0601
IRS990/OfficeExpensesGrp/TotalAmt022922
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01440
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt04708
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt014177
IRS990/OtherEmployeeBenefitsGrp/TotalAmt020325
IRS990/OtherExpensesGrp/Desc0Misc expenses
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0894
IRS990/OtherExpensesGrp/TotalAmt0894
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt034343
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt034155
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0225711
IRS990/OtherSalariesAndWagesGrp/TotalAmt0294209
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt05907
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt018206
IRS990/PayrollTaxesGrp/ProgramServicesAmt022339
IRS990/PayrollTaxesGrp/TotalAmt046452
IRS990/PensionPlanContributionsGrp/FundraisingAmt0703
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt08484
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01398
IRS990/PensionPlanContributionsGrp/TotalAmt010585
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04654
IRS990/PrincipalOfficerNm0Linda Prieto
IRS990/ProfessionalFundraisingInd0true
IRS990/ProgSrvcAccomActy2Grp/Desc0Scholarships are provided to underserved students who have attended adult schools and community-based organizations in San Mateo county to continue their community college education. Upward Scholars provides scholarships for laptop computers, textbooks, course materials, transportation parking, and food vouchers for use in campus dining facilities. In 2022, we expanded these services through additional course materials support, e.g., dental hygiene kits, baking kits.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0194119
IRS990/ProgSrvcAccomActy2Grp/GrantAmt093894
IRS990/ProgSrvcAccomActy3Grp/Desc0Student Safety Net In 2020, we added a new program to better meet the needs of the people we serve today and meet the future challenges of our changing economic landscape, especially given the pandemic's direct impact on our students. We launched our first-ever student Safety Net Fund (SNF) to support students hardest hit by the pandemic. Students applied to receive support from the SNF to help them cover expenses related to renting, medical care, childcare, utilities, or food, so although they lost jobs and wages, they could continue with their college courses. We've continued to offer this program as a form of retention as well to allow our students to continue prioritizing their academic and career goals.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0190895
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0142479
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0956857
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0268250
IRS990/PYInvestmentIncomeAmt087
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt081669
IRS990/PYRevenuesLessExpensesAmt0179869
IRS990/PYSalariesCompEmpBnftPaidAmt0411036
IRS990/PYTotalExpensesAmt0777075
IRS990/PYTotalProfFndrsngExpnsAmt016120
IRS990/PYTotalRevenueAmt0956944
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0149980
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01184180
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0956857
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0707380
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0378737
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0468319
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03695473
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06727
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt087
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0926
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt04718
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt088
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt012546
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.88940
IRS990ScheduleA/PublicSupportPY170Pct00.85000
IRS990ScheduleA/PublicSupportTotal170Amt03297933
IRS990ScheduleA/SubstantialContributorsTotAmt0397540
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01184180
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0956857
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0707380
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0378737
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0468319
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03695473
IRS990ScheduleA/TotalSupportAmt03708019
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,033,994
Liabilities
$17,674
Net assets
$1,016,320
Revenue
$1,190,906
Expenses
$1,040,926
Net income
$149,980
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