Upward Scholars

EIN: 454128140 501(c)(3) Education

Redwood City, CA

Total Revenue
$1,545,192
Total Expenses
$1,646,557
Total Assets
$1,202,197
Net Assets
$1,150,279
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2009
Legal Domicile
CA
Principal Officer
Erika Pretell
Phone
6502631384
Tax Period
2025-01-01 to 2025-12-31

Upward Scholars, founded in 2009, is a community nonprofit in the Education sector that reported $1.5M in total revenue in fiscal year 2025. Revenue surged 34% from the prior year, signaling strong growth momentum.

Mission

Upward Scholars provides adult immigrants the boost they need to move up the economic ladder through education and career development support.

Program Service Accomplishments

Program 1
Expenses: $518,373 Revenue: $73,137

Career Development: Career development programs, including vocational and entrepreneurship pathways, help students build workforce skills, complete career training, and advance toward sustainable...

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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.

Program 2
Expenses: $244,420

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...

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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.

Program 3
Expenses: $152,967

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...

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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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $1,433,454
Program Service Revenue $73,137
Investment Income $38,601
Other Revenue $0
TOTAL REVENUE $1,545,192

Expense Breakdown

Grants Paid $237,043
Salaries & Benefits $623,989
Fundraising Expenses $267,460
Program Expenses $1,048,000
Other Expenses $664,481
TOTAL EXPENSES $1,646,557

Year-over-Year Comparison

2025 2024 Change
Revenue $1,545,192 $1,152,558 +0.3%
Expenses $1,646,557 $1,310,899 +0.3%
Net Income $-101,365 $-158,341 -0.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

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Liquidity & Cash Position

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Governance

Voting Members
18
Independent Members
18
Employees
9
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
7
$53,501
Total Directors
18
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Diana Viscarra Programs Director 40.00
$103,186 $10,883 $114,069
Marta Dugarte Ops&Fin Manager 40.00
$101,950 $12,050 $114,000
Linda Prieto Executive Dir. 40.00
Officer
$35,370 $2,853 $38,223
Anna Dyer Executive Dir. 40.00
Officer
$15,278 $0 $15,278
Erika Pretell President 4.00
Officer Director
$0 $0 $0
Sangita Jayaraman Vice President 1.00
Officer Director
$0 $0 $0
Beth Harrison Secretary 3.00
Officer Director
$0 $0 $0
Eric Takaha Treasurer 2.00
Officer Director
$0 $0 $0
Susanna Tang Treasurer 2.00
Officer Director
$0 $0 $0
Amado Flores Rentera Director 1.00
Director
$0 $0 $0
Anglica Elizondo Bryant Director 1.00
Director
$0 $0 $0
Anuj Gaggar Director 2.00
Director
$0 $0 $0
David Moore Director 1.00
Director
$0 $0 $0
Maria Nguyen Director 1.00
Director
$0 $0 $0
Nancy Park Director 1.00
Director
$0 $0 $0
Rob Lyman Director 1.00
Director
$0 $0 $0
Leticia Gonzalez-Ratchev Director 1.00
Director
$0 $0 $0
Jeannie Karl Director 1.00
Director
$0 $0 $0
Rodrigo Espinosa Director 1.00
Director
$0 $0 $0
Stefani Jacobson Willis Director 2.00
Director
$0 $0 $0
Oliver Araque Director 1.00
Director
$0 $0 $0
Jennifer Min Director 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $1,545,192 $1,646,557 $1,202,197 $-101,365
2024 $1,152,558 $1,310,899 $1,300,455 $-158,341
2023 $1,688,819 $1,321,450 $1,439,965 $367,369
2022 $1,190,906 $1,040,926 $1,033,994 $149,980
2021 $956,944 $777,075 $896,809 $179,869
2020 $708,306 $522,708 $739,591 $185,598
2019 $383,455 $370,691 $506,813 $12,764
2018 $468,319 $280,898 $499,755 $187,421
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