Upward Scholars (EIN 454128140) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2009

Legal Domicile

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.

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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%)

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

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$53,501

Total Directors

Key Employees

Highest Compensated

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

Upward Scholars