Upward-Unitingprofessionalwomen Acceleratingrelationships&
- Assets
- $143.6k
- Revenue
- $914.6k
- Investments
- $0.0
- Employees
- 0
- Location
- Saratoga, CA
- Founding
- 07/2014
- Data as of
- 12/2022
- EIN
- 46-3806904
Organization Overview
Upward-Unitingprofessionalwomen Acceleratingrelationships&, operating under the name Upward, is located in Saratoga, CA. The organization was established in 2014. According to its NTEE Classification (J21) the organization is classified as: Vocational Counseling, under the broad grouping of Employment and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Upward is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Upward generated $914.6k in total revenue. This represents relatively stable growth, over the past 5 years the organization has increased revenue by an average of 6.7% each year. All expenses for the organization totaled $1.2m during the year ending 12/2022. While expenses have increased by 13.1% per year over the past 5 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
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
Describe the Organization's Program Activity:
Part 3 - Line 4a
SYMPOSIA, SEMINARS & WORKSHOPS - UPWARD ORGANIZES AND CONDUCTS COLLABORATIVE FORUMS, FIRESIDE CHATS, PANEL DISCUSSIONS, MENTORING CLINICS, WORKSHOPS AND OTHER GATHERING FORMATS WHERE PARTICIPANTS SHARE THE INSIGHTS AND WISDOM OF RESOURCE SPEAKERS, LEARN PRACTICAL SKILLS, DEVELOP INFORMAL YET MEANINGFUL NETWORK OF RELATIONSHIPS AND ESTABLISH LIFE-LONG FRIENDSHIPS, ALL WITH THE GOAL OF ENABLING WOMEN TO ACCELERATE THEIR PROFESSIONAL DEVELOPMENT
RESOURCE CENTER OPERATIONS - THE ORGANIZATION MAINTAINS A PRIMARILY WEB-BASED INFORMATION AND COMMUNICATIONS CENTER WHERE ASPIRING CAREER WOMEN CAN ACCESS AND EXCHANGE USEFUL ADVICE, AND INSPIRATIONAL TALKS AND GENERAL AND TOPICAL GUIDANCE IN MANAGING PROFESSIONAL ADVANCEMENT. CURRENTLY THESE TAKE THE FORM OF BLOGS, VIDEO DOCUMENTATION OF PAST DIALOGUES AND INTERCHANGES WITH ACCOMPLISHED C-LEVEL EXECUTIVES, AND, NOTICES OF UPCOMING EVENTS
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Lisa Lambert President/executive Direct | OfficerTrustee | 8 | $0 |
Ross Malinowski Director | OfficerTrustee | 1 | $0 |
Stewart Mcdowell Secretary/director | OfficerTrustee | 3 | $0 |
Emma Maconick Director | Trustee | 1 | $0 |
Barbara Donaldson Director | Trustee | 1 | $0 |
Anne Voigts Director | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $100,085 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $564,022 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $664,107 |
| Total Program Service Revenue | $248,082 |
| Investment income | $0 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $914,599 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $20,000 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $613,091 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $62,434 |
| Payroll taxes | $67,769 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $2,059 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $133,687 |
| Advertising and promotion | $2,040 |
| Office expenses | $3,210 |
| Information technology | $53,797 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $26,060 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $641 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $2,559 |
| All other expenses | $0 |
| Total functional expenses | $1,201,720 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $81,375 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $49,200 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $10,000 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $3,025 |
| Total assets | $143,600 |
| Accounts payable and accrued expenses | $50,528 |
| Grants payable | $0 |
| Deferred revenue | $178,325 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $300,000 |
| Total liabilities | $528,853 |
| Net assets without donor restrictions | -$385,253 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $143,600 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Jewish Vocational & Career Counseling Service San Francisco, CA | $9,533,372 | $14,299,746 |
Madera County Workforce Investment Corporation Madera, CA | $3,640,142 | $3,072,166 |
Valley Light Industries Inc Baldwin Park, CA | $1,240,357 | $3,168,018 |
Womens Audio Mission San Francisco, CA | $7,033,240 | $2,295,631 |
Upward-Unitingprofessionalwomen Acceleratingrelationships& Saratoga, CA | $143,600 | $914,599 |
Klamath Works Inc Klamath Falls, OR | $906,071 | $1,407,836 |
Arizona Career Pathways Phoenix, AZ | $184,485 | $680,779 |
Womens Impact Alliance San Rafael, CA | $309,650 | $426,505 |
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Mlk 365 Elk Grove, CA | $27,426 | $0 |
Project Include San Francisco, CA | $188,825 | $6,832 |
Land Garcia Foundation Hayward, CA | $26,621 | $0 |
Invent Your Future Foundation San Carlos, CA | $2,893 | $0 |