2021-05-04T16:07:01-07:00 2020-12-31 Shelby Malvoso CPA 360 Grand Ave 408 Oakland CA 94610 990 2020-01-01 454128140 UPWARD SCHOLARS UPWA 6502546109 855 Jefferson Ave Box 506 Redwood City CA 94064 Linda Prieto Executive Director 6502546109 2021-04-18 1 Shelby Malvoso P01968972 5104736240 2021-04-18 X 1 11 0 AAL2 2020 2022-09-23 18:48:47Z X Linda Prieto 855 Jefferson Ave Box 506 Redwood City CA 94064 708306 0 X www.upwardscholars.org X 2009 CA Upward Scholars empowers low-income adults, mostly immigrants, by providing them financial, academic, and community support so they can continue their education, get better jobs, and serve as role models and advocates for their children. 11 11 4 251 0 0 378737 707380 0 0 4718 926 0 0 383455 708306 137212 147333 0 0 171618 274812 6200 7750 67161 55661 92813 370691 522708 12764 185598 506813 739591 5964 53120 500849 686471 X Upward Scholars empowers low-income adults, mostly immigrants, by providing them financial, academic, and community support so they can continue their education, get better jobs, and serve as role models and advocates for their children. 1 0 162797 39341 0 Program #2: Student 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. 107976 64154 0 Program #1: Scholarships 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. 81641 43838 0 Program #3: Student 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. 0 0 0 352414 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 1 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 1 1 1 0 CA X Lynn Magill 6502546109 855 Jefferson Ave Box 506 Redwood City CA 94064 Linda Prieto Executive Director 40 0 X 131498 0 12630 Irma Zoepf President 1.25 0 X X 0 0 0 Julie Hartstein Secretary 5 0 X X 0 0 0 Ryan Schwartz Treasurer 1 0 X X 0 0 0 Wendy Keuhnl-Ortiz Director 1.5 0 X 0 0 0 Kara Rosenberg Director 1.5 0 X 0 0 0 Susan Miller Hornbeek Director 1 0 X 0 0 0 Elizabeth Weal Director 10 0 X 0 0 0 Erika Pretell Director 1.25 0 X 0 0 0 Manny Amo Director 1 0 X 0 0 0 Anuj Gaggar Director 1.25 0 X 0 0 0 Stef Jacobson-Willis Director 1.5 0 X 0 0 0 Moises Bautista Director 0.25 0 X 0 0 0 Amado Flores Director 1 0 X 0 0 0 Angie Elizondo-Bryant Director 1 0 X 0 0 0 Marilyn Ezrin Director 1 0 X 0 0 0 Matheus Riolfi Director 1 0 X 0 0 0 131498 0 12630 1 0 0 0 0 0 0 0 0 0 707380 0 707380 0 926 0 0 926 0 0 0 0 0 0 0 0 0 0 0 0 0 0 708306 0 0 926 5000 5000 142333 142333 144127 72691 35298 36138 102587 91715 6226 4646 3068 3068 7123 4650 2373 100 17907 12046 2990 2871 13288 13288 7750 7750 46905 17405 24750 4750 249 249 14771 1174 8533 5064 5089 1703 2988 398 3800 3800 114 114 1959 1850 109 3991 3991 Event expenses 1535 0 0 1535 Other expenses 1112 629 483 0 522708 352414 103133 67161 200771 434268 306042 305323 506813 739591 5964 23625 29495 5964 53120 X 499849 570098 1000 116373 500849 686471 506813 739591 185598 24 0 0 0 0 X 0 0 0 X 210958 319621 468319 378737 707380 2085015 210958 319621 468319 378737 707380 2085015 363310 1721705 0 0 88 4718 926 5732 2090747 0.82349 0.79817 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 306043 0 950 0 1670 0 305323 200009 100025 6009 0 0 0 306043 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 Schedule D, Part V, Line 4 Held in reserve to use in emergency 1 Cash scholarships, stipends and financial assistance 524 88788 100 Actual cost of books Books purchased for students. Providing students with computers, textbooks, parking passes, bus passes and food vouchers 350 0 52654 Actual cost of benefit to students Students 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. Graduation regalia and PTK membership 21 0 791 Purchase cost Tassels, caps & gowns, and honor society membership. Schedule I, Part I, Line 2 The 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. Form 990, Part III, Line 2 We added another component to the student support program, BusinessUp. We also added a new program, Student Safety Net. Form 990, Part VI, Section B, Line 11b Form 990 is sent to all board members. At the next board meeting the Treasurer or accountant is available to review and answer questions. Form 990, Part VI, Section B, Line 15 Board reviews compensation for Executive Director annually and makes the decision about compensation 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.