UNITING PROFESSIONAL WOMEN ACCELER… - Form 990 Financial Data

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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

2013

Legal Domicile

Principal Officer

LISA M LAMBERT

Phone

4087174525

Tax Period

2023-01-01 to 2023-12-31

UNITING PROFESSIONAL WOMEN ACCELERATING RELATIONSHIPS AND DEVELOPMENT, founded in 2013, is a small nonprofit in the Employment sector that reported $931K in total revenue in fiscal year 2023.

Mission

TO ACCELERATE CAREER ADVANCEMENT OF PROFESSIONAL WOMEN THROUGH EDUCATIONAL RELATIONSHIP BUILDING AND NETWORKING, RESOURCE SHARING AND BY BEING A BRIDGE TO EXECUTIVES, THEIR IDEAS, INSIGHTS AND EXPERIENCES

Program Service Accomplishments

Program 1

Expenses: $289,181 Revenue: $319,357

TODAY UPWARD REACHES OVER 22,000+ MEMBERS, WITH THE LARGEST CHAPTER IN THE SAN FRANCISCO BAY AREA AND PARTICIPANTS FROM 41 COUNTRIES. UPWARD OFFERS IN-PERSON AND VIRTUAL EVENTS DESIGNED FOR WOMEN...

TODAY UPWARD REACHES OVER 22,000+ MEMBERS, WITH THE LARGEST CHAPTER IN THE SAN FRANCISCO BAY AREA AND PARTICIPANTS FROM 41 COUNTRIES. UPWARD OFFERS IN-PERSON AND VIRTUAL EVENTS DESIGNED FOR WOMEN WITH A FOCUS ON SELF-AWARENESS AND IN DEPTH UNDERSTANDING ON CORPORATE DIVERSITY EQUITY AND INCLUSION PRACTICES. WE DEVELOP MEMBER PROGRAMMING TO ASSIST OUR INDIVIDUAL MEMBERS TO MEET UP, BUILD UP, AND MOVE UP IN THEIR PROFESSIONAL CAREERS AND WE DESIGN CORPORATE DIVERSITY AND INCLUSION PROGRAMS TO CHALLENGE THE STATUS QUO FOR WOMEN'S ADVANCEMENT TO EXECUTIVE LEADERSHIP.

Program 2

Expenses: $290,661 Revenue: $173,286

UPWARD ACADEMY EXISTS TO PROVIDE THE SKILLS, RESOURCES, AND NECESSARY RELATIONSHIPS REQUIRED TO PROGRESS IN CAREERS WHILE FURTHERING THE ADVANCEMENT OF WOMEN GLOBALLY AND INFLUENCING THE FUTURE OF...

UPWARD ACADEMY EXISTS TO PROVIDE THE SKILLS, RESOURCES, AND NECESSARY RELATIONSHIPS REQUIRED TO PROGRESS IN CAREERS WHILE FURTHERING THE ADVANCEMENT OF WOMEN GLOBALLY AND INFLUENCING THE FUTURE OF WORK. UPWARD CORPORATE PROGRAMS BUILD A SUSTAINABLE FRAMEWORK FOR ADVOCATES, MENTORS, SPONSORS, AND CHAMPIONS FOR WOMEN INSIDE OF ORGANIZATIONS WITH THE GOAL OF ADVANCING WOMEN GLOBALLY. THE UPWARD ACADEMY IS A GROUPING OF PROFESSIONAL DEVELOPMENT PROGRAMS WITH 4 PILLARS: PROFESSIONAL CAREER COACHING, FOR PROFIT BOARD LEADERSHIP, HIPOWER AND ALLYSHIP.

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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 (2023)

Revenue Breakdown

Contributions & Grants $435,249

Program Service Revenue $492,643

Investment Income $0

Other Revenue $3,380

TOTAL REVENUE $931,272

Expense Breakdown

Grants Paid $0

Salaries & Benefits $583,143

Fundraising Expenses $64,484

Program Expenses $579,842

Other Expenses $347,756

TOTAL EXPENSES $930,899

Year-over-Year Comparison

	2023	2022	Change
Revenue	$931,272	$914,599	+0.0%
Expenses	$930,899	$1,201,720	-0.2%
Net Income	$373	$-287,121	-1.0%

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

N/A

Volunteers

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA LAMBERT	PRESIDENT/EXECUTIVE DIRECT	8.00	Officer Director	$0	$0	$0
STEWART MCDOWELL	SECRETARY/DIRECTOR	3.00	Officer Director	$0	$0	$0
ROSS MALINOWSKI	TREASURER	1.00	Officer Director	$0	$0	$0
BARBARA DONALDSON	DIRECTOR	1.00	Director	$0	$0	$0
VIBHOR RASTOGI	DIRECTOR	1.00	Director	$0	$0	$0
MARY ANN BIANCO	DIRECTOR 1/1-12/31/2023	1.00	Director	$0	$0	$0
MARGARETTA NORTHRUP	DIRECTOR	1.00	Director	$0	$0	$0
VIJAY REDDY	DIRECTOR JOINED 1/6/2023	1.00	Director	$0	$0	$0
EKTA DANG PHD	DIRECTOR JOINED 1/6/2023	1.00	Director	$0	$0	$0
SANJIT SINGH DANG PHD	DIRECTOR JOINED 1/6/2023	1.00	Director	$0	$0	$0
MONICA KUMAR	DIRECTOR JOINED 6/8/2023	1.00	Director	$0	$0	$0
EMMA MACONICK	DIRECTOR 1/1-6/8/2023	1.00	Director	$0	$0	$0
NANCY DUARTE	DIRECTOR 1/1-11/14/2023	1.00	Director	$0	$0	$0
ANNE VOIGTS	DIRECTOR 1/1-12/12/2023	1.00	Director	$0	$0	$0
HARRY GOULD	DIRECTOR 1/1-8/2/2023	1.00	Director	$0	$0	$0
BRIAN RYAN	DIRECTOR 1/1-7/30/2023	1.00	Director	$0	$0	$0
IOANA BADEA	DIRECTOR 1/9-12/28/2023	1.00	Director	$0	$0	$0
PRADEEP TAGARE	DIRECTOR 1/1-7/11/2023	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
2024	No data	No data	No data	No data
2023	$931,272	$930,899	$83,551	$373
2022	$914,599	$1,201,720	$143,600	$-287,121
2021	$405,555	$464,450	$149,813	$-58,895
2020	$623,039	$507,314	$112,818	$115,725

UNITING PROFESSIONAL WOMEN ACCELERATING RELATIONSHIPS AND DEVELOPMENT