2024-11-15T16:28:03-06:00 2023-12-31 263939360 BOMAN ACCOUNTING GROUP INC 20 UNION AVE CAMPBELL CA 95008 990 2023-01-01 463806904 UNITING PROFESSIONAL WOMEN ACCELERATING RELATIONSHIPS AND DEVELOPMENT UNIT 4087174525 19630 ALLENDALE AVE 2156 SARATOGA CA 95070 LISA M LAMBERT PRESIDENT 4087174525 2024-11-15 1 0 LYNDA R BOMAN CPA P00135429 4088662004 2024-11-14 2023 2024-10-15 13:58:12Z LISA M LAMBERT 19630 ALLENDALE AVE 2156 SARATOGA CA 95070 931272 0 X UPWARDWOMEN.ORG X 2013 CA 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 11 11 0 10 0 0 664107 435249 248082 492643 0 0 2410 3380 914599 931272 20000 0 0 0 743294 583143 0 0 64484 438426 347756 1201720 930899 -287121 373 143600 83551 528853 468431 -385253 -384880 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 0 0 289181 319357 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. 290661 173286 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. 579842 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 1 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 0 0 0 0 0 CA CO DC IL NV NY OR X THE ORGANIZATION 4087174525 19630 ALLENDALE AVE 2156 SARATOGA CA 95070 X LISA LAMBERT PRESIDENT/EXECUTIVE DIRECT 8.00 X X 0 0 0 STEWART MCDOWELL SECRETARY/DIRECTOR 3.00 X X 0 0 0 ROSS MALINOWSKI TREASURER 1.00 X X 0 0 0 BARBARA DONALDSON DIRECTOR 1.00 X 0 0 0 VIBHOR RASTOGI DIRECTOR 1.00 X 0 0 0 MARY ANN BIANCO DIRECTOR 1/1-12/31/2023 1.00 X 0 0 0 MARGARETTA NORTHRUP DIRECTOR 1.00 X 0 0 0 VIJAY REDDY DIRECTOR JOINED 1/6/2023 1.00 X 0 0 0 EKTA DANG PHD DIRECTOR JOINED 1/6/2023 1.00 X 0 0 0 SANJIT SINGH DANG PHD DIRECTOR JOINED 1/6/2023 1.00 X 0 0 0 MONICA KUMAR DIRECTOR JOINED 6/8/2023 1.00 X 0 0 0 EMMA MACONICK DIRECTOR 1/1-6/8/2023 1.00 X 0 0 0 NANCY DUARTE DIRECTOR 1/1-11/14/2023 1.00 X 0 0 0 ANNE VOIGTS DIRECTOR 1/1-12/12/2023 1.00 X 0 0 0 HARRY GOULD DIRECTOR 1/1-8/2/2023 1.00 X 0 0 0 BRIAN RYAN DIRECTOR 1/1-7/30/2023 1.00 X 0 0 0 IOANA BADEA DIRECTOR 1/9-12/28/2023 1.00 X 0 0 0 PRADEEP TAGARE DIRECTOR 1/1-7/11/2023 1.00 X 0 0 0 0 0 0 0 0 0 0 0 98833 336416 435249 PROGRAM AND EVENT FEES 611430 492643 492643 492643 OTHER INCOME 611430 3380 3380 3380 931272 496023 0 0 487136 267925 170497 48714 572 315 200 57 53872 29629 18855 5388 41563 22860 14547 4156 717 717 46825 46825 29703 18547 7301 3855 999 799 200 2606 1955 521 130 39684 29763 7937 1984 1564 1564 9255 9255 5604 5604 PROGRAM SERVICES AND EV 206485 206485 STATE REGISTRATION FEES 4314 4314 930899 579842 286573 64484 81375 56951 49200 19742 10000 6758 3025 100 143600 83551 50528 26821 178325 207610 300000 234000 528853 468431 X -385253 -384880 -385253 -384880 143600 83551 373 0 X 0 0 0 X 416338 256464 349460 664107 435249 2121618 416338 256464 349460 664107 435249 2121618 565790 1555828 2795 2410 3380 8585 2130203 794024 0.73040 0.99760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 EIDL LOAN PAYABLE 150000 LOAN TO UPWARD 84000 234000 FORM 990, PART V, LINE 13A CA,CO,DC,IL,NV,NY,OR FORM 990, PART VI, SECTION A, LINE 2 LISA LAMBERT AND ROSS MALINOWSKI ARE SPOUSES FORM 990, PART VI, SECTION B, LINE 11B BEFORE FINALIZATION, A DRAFT OF THE EXEMPT RETURN AND APPLICABLE SCHEDULES ARE DISEMMINATED BY EMAIL TO OFFICERS, MEMBERS OF THE BOARD AND CONSULTANTS FOR REVIEW AND APPROVAL FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER SIGNS A FORM EACH YEAR TO CONFIRM/COMPLY WITH THE CONFLICT OF INTEREST POLICY FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS OF THE ORGANIZATION, IF NOT CONTAINED IN THE PUBLISHED ANNUAL REPORT, ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST