UPWARD SCHOLARS: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
UPWARD SCHOLARS (EIN 45-4128140)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-02
IRS object ID
202321229349301042
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-02T09:08:10-07:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN812982825PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Shelby MalvosoBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1360 Vernon St Unit 303AddressLine1Txt
CityOaklandCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94610ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN454128140EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Upward ScholarsBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUPWABusinessNameControlTxt
Phone6502546109PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1855 Jefferson Ave Box 506AddressLine1Txt
CityRedwood CityCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94064ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLinda PrietoPersonNm
Person TitleExecutive DirectorPersonTitleTxt
Signature2023-05-02SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLindaPersonFirstNm
Person LastPrietoPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonShelby MalvosoPreparerPersonNm
PTINP01968972PTIN
Phone5104736240PhoneNum
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLinda PrietoPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1855 Jefferson Ave Box 506AddressLine1Txt
CityRedwood CityCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94064ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,190,906GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.upwardscholars.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2009FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionUpward Scholars provides adult immigrants the boost they need to move up the economic ladder through education and career development support.ActivityOrMissionDesc
Voting Members Governing Body14VotingMembersGoverningBodyCnt
Voting Members Independent14VotingMembersIndependentCnt
Total Employee10TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$956,857PYContributionsGrantsAmt
CY Contributions Grants$1,184,180CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$87PYInvestmentIncomeAmt
CY Investment Income$6,726CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$956,944PYTotalRevenueAmt
CY Total Revenue$1,190,906CYTotalRevenueAmt
PY Grants And Similar Paid$268,250PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$361,946CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$411,036PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$537,433CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$16,120PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$19,656CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$112,613CYTotalFundraisingExpenseAmt
PY Other Expenses$81,669PYOtherExpensesAmt
CY Other Expenses$121,891CYOtherExpensesAmt
PY Total Expenses$777,075PYTotalExpensesAmt
CY Total Expenses$1,040,926CYTotalExpensesAmt
PY Revenues Less Expenses$179,869PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$149,980CYRevenuesLessExpensesAmt
Total Assets BOY$896,809TotalAssetsBOYAmt
Total Assets EOY$1,033,994TotalAssetsEOYAmt
Total Liabilities BOY$30,469TotalLiabilitiesBOYAmt
Total Liabilities EOY$17,674TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$866,340NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,016,320NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionUpward Scholars provides adult immigrants the boost they need to move up the economic ladder through education and career development support.MissionDesc
Significant New Program SrvcYes (true)SignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$337,358ExpenseAmt
Grant$125,574GrantAmt
DescIn 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.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$194,119ExpenseAmt
Grant$93,894GrantAmt
DescScholarships 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.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$190,895ExpenseAmt
Grant$142,479GrantAmt
DescStudent 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.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$722,372TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document13IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee10EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Form8282 Filed0Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members14GoverningBodyVotingMembersCnt
Independent Voting Member14IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsYes (true)ChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonLinda PrietoPersonNm
Phone6502546109PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1855 Jefferson Ave Box 506AddressLine1Txt
CityRedwood CityCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94064ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
Linda Prieto
Executive Dir.40.000.00Yes (X)$139,138$0$17,656
Erika Pretell
President3.000.00Yes (X)$0$0$0Yes (X)
Marilyn Ezrin
Vice President2.500.00Yes (X)$0$0$0Yes (X)
Eric Takaha
Treasurer1.500.00Yes (X)$0$0$0Yes (X)
Gabriel Swank
Treasurer1.000.00Yes (X)$0$0$0Yes (X)
Beth Harrison
Secretary1.000.00Yes (X)$0$0$0Yes (X)
Amado Flores Rentera
Director1.000.00$0$0$0Yes (X)
Anglica Elizondo Bryant
Director1.000.00$0$0$0Yes (X)
Anuj Gaggar
Director1.000.00$0$0$0Yes (X)
David Moore
Director1.000.00$0$0$0Yes (X)
Jeannie Karl
Director1.000.00$0$0$0Yes (X)
Julie Harstein
Director2.000.00$0$0$0Yes (X)
Rodrigo Espinosa
Director1.500.00$0$0$0Yes (X)
Stefani Jacobson Willis
Director1.000.00$0$0$0Yes (X)
Wendy Kuehnl-Ortiz
Director2.000.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$139,138TotalReportableCompFromOrgAmt
Total Other Compensation$17,656TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Government Grants$3,500GovernmentGrantsAmt
All Other Contributions$1,180,680AllOtherContributionsAmt
Total Contributions$1,184,180TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,726TotalRevenueColumnAmt
Exclusion$6,726ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,190,906TotalRevenueColumnAmt
Exclusion$6,726ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$4,000TotalAmt
Program Services$4,000ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$357,946TotalAmt
Program Services$357,946ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$165,862TotalAmt
Program Services$74,502ProgramServicesAmt
Management And General$43,572ManagementAndGeneralAmt
Fundraising$47,788FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$294,209TotalAmt
Program Services$225,711ProgramServicesAmt
Management And General$34,155ManagementAndGeneralAmt
Fundraising$34,343FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$10,585TotalAmt
Program Services$1,398ProgramServicesAmt
Management And General$8,484ManagementAndGeneralAmt
Fundraising$703FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$20,325TotalAmt
Program Services$14,177ProgramServicesAmt
Management And General$4,708ManagementAndGeneralAmt
Fundraising$1,440FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$46,452TotalAmt
Program Services$22,339ProgramServicesAmt
Management And General$18,206ManagementAndGeneralAmt
Fundraising$5,907FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$6,174TotalAmt
Management And General$6,174ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$32,804TotalAmt
Management And General$32,804ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$19,656TotalAmt
Fundraising$19,656FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$26,987TotalAmt
Program Services$21,598ProgramServicesAmt
Management And General$4,458ManagementAndGeneralAmt
Fundraising$931FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$3,334TotalAmt
Management And General$3,024ManagementAndGeneralAmt
Fundraising$310FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$22,922TotalAmt
Program Services$601ProgramServicesAmt
Management And General$21,893ManagementAndGeneralAmt
Fundraising$428FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$8,988TotalAmt
Management And General$7,976ManagementAndGeneralAmt
Fundraising$1,012FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$5,767TotalAmt
Management And General$5,735ManagementAndGeneralAmt
Fundraising$32FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$3,632TotalAmt
Management And General$3,580ManagementAndGeneralAmt
Fundraising$52FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$7,975TotalAmt
Program Services$100ProgramServicesAmt
Management And General$7,864ManagementAndGeneralAmt
Fundraising$11FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,414TotalAmt
Management And General$2,414ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescMisc expensesDesc
Total$894TotalAmt
Management And General$894ManagementAndGeneralAmt

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,040,926TotalAmt
Program Services$722,372ProgramServicesAmt
Management And General$205,941ManagementAndGeneralAmt
Fundraising$112,613FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$591,414BOYAmt
EOY$361,577EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
EOY$4,654EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$5,641LandBldgEquipCostOrOtherBssAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
EOY$5,641EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$305,395BOYAmt
EOY$662,122EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$896,809BOYAmt
EOY$1,033,994EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$30,469BOYAmt
EOY$17,674EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$30,469BOYAmt
EOY$17,674EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$858,340BOYAmt
EOY$1,008,320EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$8,000BOYAmt
EOY$8,000EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$866,340BOYAmt
EOY$1,016,320EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$896,809BOYAmt
EOY$1,033,994EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$149,980ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$468,319CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$378,737CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$707,380CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$956,857CurrentTaxYearMinus1YearAmt
Current Tax Year$1,184,180CurrentTaxYearAmt
Total$3,695,473TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$468,319CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$378,737CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$707,380CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$956,857CurrentTaxYearMinus1YearAmt
Current Tax Year$1,184,180CurrentTaxYearAmt
Total$3,695,473TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$397,540SubstantialContributorsTotAmt
Public Support Total170$3,297,933PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$88CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,718CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$926CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$87CurrentTaxYearMinus1YearAmt
Current Tax Year$6,727CurrentTaxYearAmt
Total$12,546TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$3,708,019TotalSupportAmt
Public Support CY1700.88940PublicSupportCY170Pct
Public Support PY1700.85000PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$305,395BeginningYearBalanceAmt
Contributions$350,000ContributionsAmt
Investment Earnings Or Losses$6,726InvestmentEarningsOrLossesAmt
End Year Balance$662,121EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$305,323BeginningYearBalanceAmt
Investment Earnings Or Losses$72InvestmentEarningsOrLossesAmt
Administrative Expenses$1,670AdministrativeExpensesAmt
End Year Balance$305,395EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$306,043BeginningYearBalanceAmt
Investment Earnings Or Losses$950InvestmentEarningsOrLossesAmt
End Year Balance$305,323EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$200,009BeginningYearBalanceAmt
Contributions$100,025ContributionsAmt
Investment Earnings Or Losses$6,009InvestmentEarningsOrLossesAmt
End Year Balance$306,043EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY1.00000BoardDesignatedBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
Related Org List Sch RfalseRelatedOrgListSchRInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,641OtherCostOrOtherBasisAmt
Book Value$5,641BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$5,641TotalBookValueLandBuildingsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart V, Line 4: Intended uses of the endowment fund.FormAndLineReferenceDesc
ExplanationHeld in reserve to use in emergency.ExplanationTxt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1Kevin WalshBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12531 15th St Apt 1AddressLine1Txt
CitySan FranciscoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94114ZIPCd
FieldValueIRS element (for citing)
ActivityGrant WriterActivityTxt
Fundraiser Control Of FundsfalseFundraiserControlOfFundsInd
Retained By Contractor$19,656RetainedByContractorAmt
FieldValueIRS element (for citing)
Total Retained By Contractors$19,656TotalRetainedByContractorsAmt
Licensed StatesCALicensedStatesCd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd
Total501c3 Org0Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
Scholarships330$13,980$64,354Actual costBooks, food vouchers, etc
Student Support118$38,783$22,928Actual costCaps & gowns and stipends
Student Safety Net122$217,900

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceGrantmaker's Description of How Grants are UsedFormAndLineReferenceDesc
ExplanationThe 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.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonLinda PrietoPersonNm
TitleExecutive Dir.TitleTxt
Base Compensation Filing Org$139,138BaseCompensationFilingOrgAmt
Deferred Compensation Flng Org$7,862DeferredCompensationFlngOrgAmt
Nontaxable Benefits Filing Org$9,794NontaxableBenefitsFilingOrgAmt
Total Compensation Filing Org$156,794TotalCompensationFilingOrgAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 2We 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.
Form 990, Part VI, Section A, Line 4Bylaws 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 11bForm 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 12cBoard 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 15aBoard 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 19The organization made its governing documents, conflict of interest policy, and financial statements available to the public upon request.

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