UPWARD SCHOLARS: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
UPWARD SCHOLARS (EIN 45-4128140)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-04-22
IRS object ID
202241129349301534
Schema version
2021v4.0
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)
Return2022-04-22T17:09:07-07:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Shelby Malvoso CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1360 Grand Ave 408AddressLine1Txt
CityOaklandCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94610ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

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
Phone6502546109PhoneNum
Signature2022-03-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonShelby MalvosoPreparerPersonNm
PTINP01968972PTIN
Phone5104736240PhoneNum
Preparation2022-03-05PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer1TrustedCustomerCd
OOB Security Verification11OOBSecurityVerificationCd
Last Submission Rqr OOB1LastSubmissionRqrOOBCd
Authentication Assurance LevelAAL2AuthenticationAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLinda PrietoPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1855 Jefferson Ave Box 506AddressLine1Txt
CityRedwood ityCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94064ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$956,944GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.upwardscholars.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2009FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionUpward 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.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee6TotalEmployeeCnt
Total Volunteers305TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$707,380PYContributionsGrantsAmt
CY Contributions Grants$956,857CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$926PYInvestmentIncomeAmt
CY Investment Income$87CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$708,306PYTotalRevenueAmt
CY Total Revenue$956,944CYTotalRevenueAmt
PY Grants And Similar Paid$147,333PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$268,250CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$274,812PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$411,036CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$7,750PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$16,120CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$84,291CYTotalFundraisingExpenseAmt
PY Other Expenses$92,813PYOtherExpensesAmt
CY Other Expenses$81,669CYOtherExpensesAmt
PY Total Expenses$522,708PYTotalExpensesAmt
CY Total Expenses$777,075CYTotalExpensesAmt
PY Revenues Less Expenses$185,598PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$179,869CYRevenuesLessExpensesAmt
Total Assets BOY$739,591TotalAssetsBOYAmt
Total Assets EOY$896,809TotalAssetsEOYAmt
Total Liabilities BOY$53,120TotalLiabilitiesBOYAmt
Total Liabilities EOY$30,469TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$686,471NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$866,340NetAssetsOrFundBalancesEOYAmt
MissionUpward 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$238,730ExpenseAmt
Grant$0GrantAmt
Revenue$0RevenueAmt
DescStudent Support Upward Scholars has always helped students overcome barriers to an education that fits into their lives and goals. The Student Support program was expanded in 2020 to include Hardship Assistance to address the immediate need of food insecurity within our student population as coronavirus pandemic took hold. We sent hundreds of grocery store gift cards directly to students and provided stipends for internet service. The Move Up Initiative, begun in 2019, continues to provide career training with our NannyUp and Habla Más! programs. NannyUp gives talented, nurturing childcare providers the opportunity to advance in their careers as nannies. Habla Más!, provides Upward Scholars students the opportunity to make a steady source of income as Spanish language coaches. The initiative now includes another new program - BusinessUp. In partnership with Centro Community Partners, BusinessUp offers bootcamp workshops to provide students the skills they need to begin their own businesses.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$117,856ExpenseAmt
Grant$0GrantAmt
Revenue$0RevenueAmt
DescScholarships Scholarships are provided to underserved students who have attended adult schools and community-based organizations in San Mateo county so they can continue their education in community college. Upward Scholars provides scholarships for laptop computers, textbooks, transportation parking and food vouchers for use in campus dining facilities.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$221,978ExpenseAmt
Grant$0GrantAmt
Revenue$0RevenueAmt
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 rent, medical care, childcare, utilities, or food, so although they lost jobs and wages, they could continue with their college courses.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$0TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$0TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$0TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$578,564TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document11IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee6EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
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 (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
Linda Prieto
Executive Director400Yes (X)$138,332$0$13,944
Erika Pretell
President10Yes (X)$0$0$0Yes (X)
Gabriel Swnk
Treasurer10Yes (X)$0$0$0Yes (X)
Manny Amo
Secretary10Yes (X)$0$0$0Yes (X)
Julie Hartstein
Director50$0$0$0Yes (X)
Wendy Keuhnl-Ortiz
Director20$0$0$0Yes (X)
Stef Jacobson-Willis
Director1.50$0$0$0Yes (X)
Amado Flores
Director10$0$0$0Yes (X)
Angie Elizondo-Bryant
Director10$0$0$0Yes (X)
Matheus Riolfi
Director10$0$0$0Yes (X)
Anuj Gaggar
Director1.250$0$0$0Yes (X)
Rodrigo Espinosa
Director10$0$0$0Yes (X)
Eric Takaha
Assistant Treasurer10$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$138,332TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$13,944TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Federated Campaigns$0FederatedCampaignsAmt
Membership Dues$0MembershipDuesAmt
Fundraising$0FundraisingAmt
Related Organizations$0RelatedOrganizationsAmt
Government Grants$51,495GovernmentGrantsAmt
All Other Contributions$905,362AllOtherContributionsAmt
Noncash Contributions$0NoncashContributionsAmt
Total Contributions$956,857TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$87TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$87ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other$0OtherAmt
FieldValueIRS element (for citing)
Contri Rpt Fundraising Event$0ContriRptFundraisingEventAmt
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$956,944TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$87ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$6,000TotalAmt
Program Services$6,000ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$262,250TotalAmt
Program Services$262,250ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$154,579TotalAmt
Program Services$78,293ProgramServicesAmt
Management And General$37,141ManagementAndGeneralAmt
Fundraising$39,145FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$207,184TotalAmt
Program Services$183,975ProgramServicesAmt
Management And General$10,958ManagementAndGeneralAmt
Fundraising$12,251FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$4,996TotalAmt
Program Services$4,343ProgramServicesAmt
Management And General$349ManagementAndGeneralAmt
Fundraising$304FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$17,791TotalAmt
Program Services$11,595ProgramServicesAmt
Management And General$5,370ManagementAndGeneralAmt
Fundraising$826FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$26,486TotalAmt
Program Services$19,227ProgramServicesAmt
Management And General$3,692ManagementAndGeneralAmt
Fundraising$3,567FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$15,523TotalAmt
Management And General$15,523ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$16,120TotalAmt
Fundraising$16,120FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$31,003TotalAmt
Program Services$10,403ProgramServicesAmt
Management And General$14,600ManagementAndGeneralAmt
Fundraising$6,000FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,022TotalAmt
Program Services$30ProgramServicesAmt
Management And General$105ManagementAndGeneralAmt
Fundraising$887FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$18,720TotalAmt
Program Services$2,392ProgramServicesAmt
Management And General$11,740ManagementAndGeneralAmt
Fundraising$4,588FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$4,902TotalAmt
Program Services$0ProgramServicesAmt
Management And General$4,300ManagementAndGeneralAmt
Fundraising$602FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$125TotalAmt
Program Services$0ProgramServicesAmt
Management And General$125ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$150TotalAmt
Program Services$0ProgramServicesAmt
Management And General$150ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$4,810TotalAmt
Program Services$0ProgramServicesAmt
Management And General$4,809ManagementAndGeneralAmt
Fundraising$1FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$5,202TotalAmt
Program Services$0ProgramServicesAmt
Management And General$5,202ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescOther expensesDesc
Total$212TotalAmt
Program Services$56ProgramServicesAmt
Management And General$156ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$777,075TotalAmt
Program Services$578,564ProgramServicesAmt
Management And General$114,220ManagementAndGeneralAmt
Fundraising$84,291FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$434,268BOYAmt
EOY$591,414EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$305,323BOYAmt
EOY$305,395EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$739,591BOYAmt
EOY$896,809EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$23,625BOYAmt
EOY$30,469EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$29,495BOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$53,120BOYAmt
EOY$30,469EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$570,098BOYAmt
EOY$858,340EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$116,373BOYAmt
EOY$8,000EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$686,471BOYAmt
EOY$866,340EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$739,591BOYAmt
EOY$896,809EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$179,869ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$0NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Investment Expense$0InvestmentExpenseAmt
Prior Period Adjustments$0PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

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$319,621CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$468,319CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$378,737CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$707,380CurrentTaxYearMinus1YearAmt
Current Tax Year$956,857CurrentTaxYearAmt
Total$2,830,914TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$319,621CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$468,319CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$378,737CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$707,380CurrentTaxYearMinus1YearAmt
Current Tax Year$956,857CurrentTaxYearAmt
Total$2,830,914TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$419,827SubstantialContributorsTotAmt
Public Support Total170$2,411,087PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$88CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,718CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$926CurrentTaxYearMinus1YearAmt
Current Tax Year$87CurrentTaxYearAmt
Total$5,819TotalAmt
FieldValueIRS element (for citing)
Total Support$2,836,733TotalSupportAmt
Gross Receipts Rltd Activities$0GrossReceiptsRltdActivitiesAmt
Public Support CY1700.84995PublicSupportCY170Pct
Public Support PY1700.82349PublicSupportPY170Pct
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$305,323BeginningYearBalanceAmt
Contributions$0ContributionsAmt
Investment Earnings Or Losses$72InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$0OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$305,395EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$306,043BeginningYearBalanceAmt
Contributions$0ContributionsAmt
Investment Earnings Or Losses$950InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$0OtherExpendituresAmt
Administrative Expenses$1,670AdministrativeExpensesAmt
End Year Balance$305,323EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$200,009BeginningYearBalanceAmt
Contributions$100,025ContributionsAmt
Investment Earnings Or Losses$6,009InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$0OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$306,043EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$0BeginningYearBalanceAmt
Contributions$0ContributionsAmt
Investment Earnings Or Losses$0InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$0OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$0EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$0BeginningYearBalanceAmt
Contributions$0ContributionsAmt
Investment Earnings Or Losses$0InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$0OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$0EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY1BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule D, Part V, Line 4FormAndLineReferenceDesc
ExplanationHeld in reserve to use in emergencyExplanationTxt

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 (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

FieldValueIRS element (for citing)
PersonKevin WalshPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12531 15th St 1AddressLine1Txt
CitySan FranciscoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94114ZIPCd
FieldValueIRS element (for citing)
ActivityGrant WritingActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$288,000GrossReceiptsAmt
Retained By Contractor$14,620RetainedByContractorAmt
Net To Organization$273,380NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$288,000TotalGrossReceiptsAmt
Total Retained By Contractors$14,620TotalRetainedByContractorsAmt
Total Net To Organization$273,380TotalNetToOrganizationAmt
Licensed StatesCALicensedStatesCd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1Sequoia Adult SchoolBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line13247 Middlefield RdAddressLine1Txt
CityMenlo ParkCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94025ZIPCd
FieldValueIRS element (for citing)
Recipient EIN943084148RecipientEIN
IRC Section501(c)(3)IRCSectionDesc
Cash Grant$6,000CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Purpose Of GrantAnnual cash stipend for school to allocate on as-needed basis for Literacy books and GED test fees for SAS students.PurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

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

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
Scholarships255$11,500$41,791Actual costStudents are registered with Upward Scholars and provide their account number when they need books, food vouchers, parking passes, etc. 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.
Student Support: Speaker's Bureau, Graduation Stipends, Graduation regalia and PTK membership, Hardship Assistance grocery gift cards, Events, Other Support, Move Up Initiative.160$39,325$1,619Actual costPurchase of caps & gowns, Phi Theta Kappa memberships, 20 Starbucks gift cards to students who helped with ribbon cutting event, 20 Starbucks gift cards to students who helped with ribbon cutting event.
Student Safety Net- rent and food support75$168,015

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2FormAndLineReferenceDesc
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 Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonLinda PrietoPersonNm
TitleExecutive DirectorTitleTxt
Base Compensation Filing Org$138,332BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$13,944NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$152,276TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 15Board 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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