Totals
- Total revenue
- $1,545,192
- Total expenses
- $1,646,557
- Contributions and grants received
- $1,433,454
- Grants paid
- $237,043
- Program service revenue
- $73,137
- Investment income
- $38,601
- Other revenue
- $0
- Total assets, end of year
- $1,202,197
- Total liabilities, end of year
- $51,918
- Net assets or fund balances, end of year
- $1,150,279
- Program services expenses (Part IX)
- $1,048,000
- Management and general expenses
- $331,097
- Fundraising expenses
- $267,460
- Program service expenses (Part III)
- $1,048,000
Program services were 63.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1e · Government grants (contributions)
$263,651
-
1f · All other contributions, gifts and grants
$1,169,803
-
1g · Noncash contributions included above
$28,358
-
2a · Program service revenue: Teacher training
total $73,137 · related or exempt $73,137
-
3 · Investment income
total $38,601 · excluded $38,601
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $237,043 · program services $237,043
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $55,280 · program services $28,595 · management and general $10,674 · fundraising $16,011
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $452,327 · program services $405,178 · management and general $19,988 · fundraising $27,161
-
8 · Pension plan contributions
total $11,029 · program services $9,774 · management and general $332 · fundraising $923
-
9 · Other employee benefits
total $55,152 · program services $46,127 · management and general $5,660 · fundraising $3,365
-
10 · Payroll taxes
total $50,201 · program services $34,361 · management and general $12,271 · fundraising $3,569
-
11a · Fees: management
total $220,000 · program services $44,000 · management and general $88,000 · fundraising $88,000
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $19,200 · management and general $19,200
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $121,044 · fundraising $121,044
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $306,834 · program services $174,281 · management and general $132,553
-
12 · Advertising and promotion
total $1,351 · management and general $311 · fundraising $1,040
-
13 · Office expenses
total $65,857 · program services $45,560 · management and general $12,946 · fundraising $7,351
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $26,351 · program services $22,554 · management and general $1,578 · fundraising $2,219
-
17 · Travel
total $1,318 · management and general $818 · fundraising $500
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $3,255 · program services $527 · management and general $6,451 · fundraising -$3,723
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $1,881 · management and general $1,881
-
23 · Insurance
total $18,434 · management and general $18,434
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $225,801 · end of year $225,176
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
beginning of year $50,957 · end of year $257,665
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $14,865 · end of year $12,249
-
10a · Land, buildings and equipment: cost or other basis
$5,641
-
10b · Land, buildings and equipment: accumulated depreciation
$5,641
-
10c · Land, buildings and equipment, net
beginning of year $1,881 · end of year $0
-
11 · Investments: publicly traded securities
beginning of year $1,006,951 · end of year $707,107
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $56,008 · end of year $51,918
-
27 · Net assets without donor restrictions
beginning of year $932,159 · end of year $866,889
-
28 · Net assets with donor restrictions
beginning of year $312,288 · end of year $283,390
Mission and programs · 2025
Mission
Upward Scholars provides adult immigrants the boost they need to move up the economic ladder through education and career development support.
-
Career Development: Career development programs, including vocational and entrepreneurship pathways, help students build workforce skills, complete career training, and advance toward sustainable employment and economic mobility in fields such as early childhood education, business, healthcare, and other high-demand sectors. Services include academic and career advising, internships, entrepreneurship training, professional development opportunities, educational stipends, licensing and certification support. Specialized programs such as TeacherUp and BusinessUp support students pursuing careers in early childhood education, entrepreneurship, and business-related pathways.
Expenses $518,373 · Grants $87,913 · Revenue $73,137
-
Financial Support: Upward Scholars provides financial support to help students overcome economic barriers that may interfere with their education, career training, and persistence toward degree or certificate completion. Financial assistance may include scholarships, emergency funds, food gift cards, transportation support, textbook and course material assistance, educational stipends, graduation expenses, and payment or reimbursement of licensing, certification, registration, other required educational expenses or for required workforce preparation expenses. Support is provided through direct vendor payments, reimbursements, gift cards, stipends, or other approved student assistance methods.
Expenses $244,420 · Grants $91,090
-
Holistic Support: Upward Scholars provides holistic support services that build on the resilience and strengths of students as they pursue educational, career, and personal goals. Services support students mental, emotional, physical, social, and spiritual wellbeing and include resource navigation and referrals, emotional and spiritual counseling, support groups, peer communitybuilding opportunities, and written references for employment, housing, legal, scholarships, and other essential needs. Upward Scholars also fosters connection and belonging through moderated student communication groups and partnerships with community resources, including counseling, legal assistance, disability services, domestic violence support, and other social service programs. These services help students and their families strengthen stability, wellbeing, and long-term success.
Expenses $152,967 · Grants $28,000
-
Academic Support: Upward Scholars provides academic support programs that help students strengthen English language confidence,, succeed in community college coursework, and advance toward certificates, degrees, career training, and university transfer. Services include tutoring and mentoring, English conversation practice, workshops, scholarship and transfer support, and assistance with graduation and honor society participation. These programs build students confidence, academic skills, and educational success while promoting long-term economic mobility for students and their families.
Expenses $132,240 · Grants $30,040
As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Diana Viscarra
Programs Director
- Total calculated
- $114,069
- From this org
- $103,186
- From related orgs
- $0
- Other
- $10,883
- Hours/week
- 40
-
Marta Dugarte
Ops&Fin Manager
- Total calculated
- $114,000
- From this org
- $101,950
- From related orgs
- $0
- Other
- $12,050
- Hours/week
- 40
-
Linda Prieto
Executive Dir.
- Total calculated
- $38,223
- From this org
- $35,370
- From related orgs
- $0
- Other
- $2,853
- Hours/week
- 40
-
Anna Dyer
Executive Dir.
- Total calculated
- $15,278
- From this org
- $15,278
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Erika Pretell
President
- Total calculated
- $0
- Hours/week
- 4
-
Sangita Jayaraman
Vice President
- Total calculated
- $0
- Hours/week
- 1
-
Beth Harrison
Secretary
- Total calculated
- $0
- Hours/week
- 3
-
Eric Takaha
Treasurer
- Total calculated
- $0
- Hours/week
- 2
-
Susanna Tang
Treasurer
- Total calculated
- $0
- Hours/week
- 2
-
Amado Flores Rentera
Director
- Total calculated
- $0
- Hours/week
- 1
-
Anglica Elizondo Bryant
Director
- Total calculated
- $0
- Hours/week
- 1
-
Anuj Gaggar
Director
- Total calculated
- $0
- Hours/week
- 2
-
David Moore
Director
- Total calculated
- $0
- Hours/week
- 1
-
Maria Nguyen
Director
- Total calculated
- $0
- Hours/week
- 1
-
Nancy Park
Director
- Total calculated
- $0
- Hours/week
- 1
-
Rob Lyman
Director
- Total calculated
- $0
- Hours/week
- 1
-
Leticia Gonzalez-Ratchev
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jeannie Karl
Director
- Total calculated
- $0
- Hours/week
- 1
-
Rodrigo Espinosa
Director
- Total calculated
- $0
- Hours/week
- 1
-
Stefani Jacobson Willis
Director
- Total calculated
- $0
- Hours/week
- 2
-
Oliver Araque
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer Min
Director
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 12 May 2026
- IRS schema version
- 2025v4.1
- Source object
- 202611329349307156
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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