Nonprofit · EIN 45-4128140
UPWARD SCHOLARS
Tax-exempt · REDWOOD CITY, CA 94065
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $1,545,192 | $1,646,557 | -$101,365 | $1,202,197 | $51,918 | $1,150,279 |
| December 31, 2024 | 990 | $1,152,558 | $1,310,899 | -$158,341 | $1,300,455 | $56,008 | $1,244,447 |
| December 31, 2023 | 990 | $1,688,819 | $1,321,450 | $367,369 | $1,439,965 | $46,057 | $1,393,908 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,433,454
- of which government grants
- $263,651
- Program service revenue
- $73,137
- Investment income
- $38,601
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $237,043
- Compensation of officers, directors and key employees
- $55,280
- Other salaries and wages
- $452,327
- Salaries, compensation and benefits (total)
- $623,989
- Professional fundraising fees
- $121,044
- Accounting fees
- $19,200
- Occupancy
- $26,351
- Travel
- $1,318
- Depreciation
- $1,881
- Program services (functional)
- $1,048,000
- Management and general (functional)
- $331,097
- Fundraising (functional)
- $267,460
Balance sheet and other
- Total assets, start of year
- $1,300,455
- Total assets, end of year
- $1,202,197
- Total liabilities, end of year
- $51,918
- Net assets, end of year
- $1,150,279
- Publicly traded securities
- $707,107
- Net assets without donor restrictions
- $866,889
- Net assets with donor restrictions
- $283,390
- Gross receipts
- $1,545,192
- Employees
- 9
- Year formed
- 2009
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Diana Viscarra | Programs Director | 40 | $103,186 | $10,883 |
| Marta Dugarte | Ops&Fin Manager | 40 | $101,950 | $12,050 |
| Linda Prieto | Executive Dir. Officer | 40 | $35,370 | $2,853 |
| Anna Dyer | Executive Dir. Officer | 40 | $15,278 | $0 |
| Erika Pretell | President Trustee or director, Officer | 4 | $0 | $0 |
| Sangita Jayaraman | Vice President Trustee or director, Officer | 1 | $0 | $0 |
| Beth Harrison | Secretary Trustee or director, Officer | 3 | $0 | $0 |
| Eric Takaha | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| Susanna Tang | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| Amado Flores Rentera | Director Trustee or director | 1 | $0 | $0 |
| Anglica Elizondo Bryant | Director Trustee or director | 1 | $0 | $0 |
| Anuj Gaggar | Director Trustee or director | 2 | $0 | $0 |
| David Moore | Director Trustee or director | 1 | $0 | $0 |
| Maria Nguyen | Director Trustee or director | 1 | $0 | $0 |
| Nancy Park | Director Trustee or director | 1 | $0 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Rob Lyman | Director Trustee or director | 1 | $0 |
| Leticia Gonzalez-Ratchev | Director Trustee or director | 1 | $0 |
| Jeannie Karl | Director Trustee or director | 1 | $0 |
| Rodrigo Espinosa | Director Trustee or director | 1 | $0 |
| Stefani Jacobson Willis | Director Trustee or director | 2 | $0 |
| Oliver Araque | Director Trustee or director | 1 | $0 |
| Jennifer Min | Director Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Linda Prieto | Executive Dir. Officer | 40 | $178,938 | $15,774 |
| Erika Pretell | President Trustee or director, Officer | 15 | $0 | $0 |
| Marilyn Ezrin | Vice President Trustee or director, Officer | 2.5 | $0 | $0 |
| Eric Takaha | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| Beth Harrison | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Amado Flores Rentera | Director Trustee or director | 1 | $0 | $0 |
| Angelica Elizondo Bryant | Director Trustee or director | 1 | $0 | $0 |
| Anuj Gaggar | Director Trustee or director | 1 | $0 | $0 |
| David Moore | Director Trustee or director | 1 | $0 | $0 |
| Jeannie Karl | Director Trustee or director | 1 | $0 | $0 |
| Oliver Araque | Director Trustee or director | 1 | $0 | $0 |
| Rodrigo Espinosa | Director Trustee or director | 1 | $0 | $0 |
| Stefani Jacobson Willis | Director Trustee or director | 1 | $0 | $0 |
| Sangita Jayaraman | Vice President Trustee or director, Officer | 1 | $0 | $0 |
| Susanna Tang | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| Jennifer Min | Director Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Linda Prieto | Executive Dir. Officer | 40 | $171,833 | $14,395 |
| Erika Pretell | President Trustee or director, Officer | 3 | $0 | $0 |
| Marilyn Ezrin | Vice President Trustee or director, Officer | 1.5 | $0 | $0 |
| Eric Takaha | Treasurer Trustee or director, Officer | 1.5 | $0 | $0 |
| Gabriel Swank | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Beth Harrison | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Amado Flores Rentera | Director Trustee or director | 1 | $0 | $0 |
| Anglica Elizondo Bryant | Director Trustee or director | 1 | $0 | $0 |
| Anuj Gaggar | Director Trustee or director | 1 | $0 | $0 |
| David Moore | Director Trustee or director | 1 | $0 | $0 |
| Jeannie Karl | Director Trustee or director | 1 | $0 | $0 |
| Oliver Araque | Director Trustee or director | 1 | $0 | $0 |
| Rodrigo Espinosa | Director Trustee or director | 1 | $0 | $0 |
| Stefani Jacobson Willis | Director Trustee or director | 1 | $0 | $0 |
| Sangita Jayaraman | Director Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 330 TWIN DOLPHIN DR STE 101, REDWOOD CITY, CA 94065-1456
- In care of
- % LINDA PRIETO
- Mailing address (990-N for 2013)
- 3481 Janice Way, Palo Alto CA 94303
- Principal officer (990 for 2025)
- Erika Pretell, 330 Twin Dolphin Dr 101, Redwood City, CA 94065
- Principal officer (990-N for 2013)
- Elizabeth Weal, 3481 Janice Way, Palo Alto CA 94303
- Signed the 990
- Erika Pretell, President
- Phone
- (650) 263-1384
- Return prepared by
- Malvoso CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 45-4128140 or by the name UPWARD SCHOLARS.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
Upward Scholars provides adult immigrants the boost they need to move up the economic ladder through education and career development support.
Program accomplishments
- 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
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 45-4128140
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2010
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B40)
- Assets (IRS master file)
- $1,202,197
- Income (IRS master file)
- $1,545,192
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $1,545,192 | $1,646,557 | $1,202,197 | IRS |
| 990 | December 2024 | $1,152,558 | $1,310,899 | $1,300,455 | XML |
| 990 | December 2023 | $1,688,819 | $1,321,450 | $1,439,965 | XML |
| 990 | December 2022 | $1,190,906 | $1,040,926 | $1,033,994 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990-N for 2013 Officer: Elizabeth Weal | December 31, 2013 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 45-4128140).
Questions about UPWARD SCHOLARS
- What is the EIN of UPWARD SCHOLARS?
- The employer identification number (EIN) of UPWARD SCHOLARS is 45-4128140.
- Is UPWARD SCHOLARS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to UPWARD SCHOLARS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UPWARD SCHOLARS file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UPWARD SCHOLARS due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UPWARD SCHOLARS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of UPWARD SCHOLARS?
- The 990 for the year ended December 31, 2025 names Erika Pretell.
- Who are the officers and directors of UPWARD SCHOLARS?
- The 990 for the year ended December 31, 2025 lists 22 people; 4 received compensation from the organization, the highest $103,186 (Diana Viscarra, Programs Director).
- How much revenue does UPWARD SCHOLARS have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $1,545,192, expenses of $1,646,557 and total assets of $1,202,197 at year end.
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