Nonprofit · EIN 46-1314848
UASPIRE INC
Tax-exempt · BOSTON, MA 02109
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $6,168,715 | $10,299,635 | -$4,130,920 | $16,281,677 | $3,806,569 | $12,475,108 |
| June 30, 2024 | 990 | $11,091,810 | $9,433,373 | $1,658,437 | $17,046,751 | $806,122 | $16,240,629 |
| June 30, 2023 | 990 | $12,347,124 | $9,116,787 | $3,230,337 | $13,772,012 | $1,087,280 | $12,684,732 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $4,427,950
- Program service revenue
- $1,272,317
- Investment income
- $461,493
- Net gain from sales of assets
- $188,533
- Other revenue
- $6,955
Expenses
- Grants and similar amounts paid
- $87,829
- Compensation of officers, directors and key employees
- $342,193
- Other salaries and wages
- $6,584,321
- Salaries, compensation and benefits (total)
- $8,401,917
- Professional fundraising fees
- $0
- Legal fees
- $52,834
- Accounting fees
- $12,235
- Occupancy
- $11,534
- Travel
- $267,798
- Program services (functional)
- $7,063,771
- Management and general (functional)
- $2,167,235
- Fundraising (functional)
- $1,068,629
Balance sheet and other
- Total assets, start of year
- $17,046,751
- Total assets, end of year
- $16,281,677
- Total liabilities, end of year
- $3,806,569
- Net assets, end of year
- $12,475,108
- Publicly traded securities
- $10,157,015
- Net assets without donor restrictions
- $8,231,057
- Net assets with donor restrictions
- $4,244,051
- Gross receipts
- $12,762,864
- Employees
- 88
- Volunteers
- 19
- Year formed
- 2012
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JACLYN PINERO | CHIEF EXECUTIVE OFFICER Officer | 40 | $295,760 | $46,467 |
| HOLLY MORROW | CHIEF KNOWLEDGE OFFICER Key employee | 40 | $202,492 | $39,296 |
| VALERIA WELLS | CHIEF DEVELOPMENT OFFICER Key employee | 40 | $225,665 | $12,607 |
| AYEESHA LANE | CHIEF PEOPLE AND OPERATIONS OFFICER Key employee | 40 | $197,101 | $33,740 |
| JANEIRA FORTE | CHIEF IMPACT OFFICER Key employee | 40 | $218,853 | $11,971 |
| BRENDAN WILLIAMS | VICE PRESIDENT OF KNOWLEDGE Highest-paid employee | 40 | $123,838 | $62,404 |
| Erica Rose | VP of Strategic Partnerships Highest-paid employee | 40 | $123,956 | $35,707 |
| ANIKA VAN EATON | VICE PRESIDENT OF POLICY Highest-paid employee | 40 | $130,811 | $17,250 |
| KIMBERLY NIDAH | Senior VP of Institutional Giving Highest-paid employee | 40 | $124,322 | $16,736 |
| Hallan Hanson | Chief Development Officer Highest-paid employee | 40 | $131,773 | $3,890 |
| CYNTHIA RIVERA WEISSBLUM | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| MICHAEL BOYLE | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| AMIT PATEL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BILL MCCLEMENTS | VICE CHAIR Trustee or director | 1 | $0 | $0 |
| BOB O'SULLIVAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
12 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLES SHIRLEY | DIRECTOR Trustee or director | 1 | $0 |
| HO NAM | DIRECTOR Trustee or director | 1 | $0 |
| JENN STREDLER | DIRECTOR Trustee or director | 1 | $0 |
| JOHN HUDSON | DIRECTOR Trustee or director | 1 | $0 |
| JONATHAN COX | DIRECTOR Trustee or director | 1 | $0 |
| KERRY ANN JAMES | BOARD CHAIR Trustee or director | 1 | $0 |
| MAY BUMAR | DIRECTOR Trustee or director | 1 | $0 |
| PETE NOVEMBER | DIRECTOR Trustee or director | 1 | $0 |
| SIMONE HILL OKAFOR | DIRECTOR Trustee or director | 1 | $0 |
| TERRY VAUGHAN III | DIRECTOR Trustee or director | 1 | $0 |
| VALDUVINO GONCALVES | DIRECTOR Trustee or director | 1 | $0 |
| WILLIAM BILL MANDELL | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 32 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JACLYN PINERO | CHIEF EXECUTIVE OFFICER Officer | 40 | $218,035 | $38,623 |
| HOLLY MORROW | CHIEF KNOWLEDGE OFFICER Key employee | 40 | $179,251 | $33,084 |
| JANEIRA FORTE | CHIEF IMPACT OFFICER Key employee | 40 | $190,757 | $10,110 |
| AYEESHA LANE | CHIEF PEOPLE AND OPERATIONS OFFICER Key employee | 40 | $170,101 | $15,289 |
| SARAH CROOKER | SR VICE PRESIDENT, ADVANCEMENT Highest-paid employee | 40 | $122,203 | $33,969 |
| BRENDAN WILLIAMS | VICE PRESIDENT OF KNOWLEDGE Highest-paid employee | 40 | $109,627 | $35,342 |
| ANIKA VAN EATON | VICE PRESIDENT OF POLICY Highest-paid employee | 40 | $120,721 | $15,608 |
| LEAH MCLEAN | VP, DEVELOPMENT OPS & STRATEGY Highest-paid employee | 40 | $116,939 | $16,345 |
| KIMBERLY NIDAH | VP OF DEVELOPMENT, MA Highest-paid employee | 40 | $113,834 | $15,058 |
| KERRY ANN JAMES | BOARD CHAIR Trustee or director | 1 | $0 | $0 |
| BILL MCCLEMENTS | VICE CHAIR Trustee or director | 1 | $0 | $0 |
| MICHAEL BOYLE | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| CYNTHIA RIVERA WEISSBLUM | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| MARK ALPER | DIRECTOR (THRU 8/31/23) Trustee or director | 1 | $0 | $0 |
| HO NAM | DIRECTOR Trustee or director | 1 | $0 | $0 |
| WILLIAM BILL MANDELL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MAY BUMAR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LAURIE THOMSEN | DIRECTOR (THRU 8/31/23) Trustee or director | 1 | $0 | $0 |
| NADINE DUPLESSY KEARNS | DIRECTOR (THRU 6/30/24) Trustee or director | 1 | $0 | $0 |
| PETE NOVEMBER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SYDNEY ATKINS | DIRECTOR (THRU 6/30/24) Trustee or director | 1 | $0 | $0 |
| AMIT PATEL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOHN HUDSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SHARAM PAVRI | DIRECTOR (THRU 8/31/23) Trustee or director | 1 | $0 | $0 |
| SIMONE HILL OKAFOR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| VALDUVINO GONCALVES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ELLYN CHARTERS ZARRACINA | DIRECTOR (THRU 8/31/23) Trustee or director | 1 | $0 | $0 |
| CHARLES SHIRLEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KATHRYN SCHOX | DIRECTOR (THRU 9/19/24) Trustee or director | 1 | $0 | $0 |
| JENN STREDLER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JONATHAN COX | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TERRY VAUGHAN III | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 37 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JACLYN PINERO | CHIEF EXECUTIVE OFFICER Officer | 50 | $222,804 | $38,983 |
| HOLLY MORROW | CHIEF KNOWLEDGE OFFICER Key employee | 40 | $172,761 | $32,405 |
| DAVID DORE | CHIEF FINANCIAL & OPERATING OFFICER Officer | 40 | $168,853 | $35,226 |
| AYEESHA LANE | CHIEF PEOPLE AND OPERATIONS OFFICER Key employee | 40 | $164,730 | $32,263 |
| JERMAINE MYRIE | CHIEF EXTERNAL AFFAIRS OFFICER Key employee | 40 | $185,840 | $10,690 |
| JANEIRA FORTE | CHIEF IMPACT OFFICER Key employee | 40 | $181,817 | $10,476 |
| SAGE RUTH | SENIOR VP OF FINANCE & OPERATIONS Highest-paid employee | 40 | $117,903 | $34,929 |
| LEAH MCLEAN | VP OF EXTERNAL ENGAGEMENT Highest-paid employee | 40 | $116,666 | $17,106 |
| ANIKA VAN EATON | VICE PRESIDENT OF POLICY Highest-paid employee | 50 | $115,543 | $15,655 |
| KIMBERLY NIDAH | VP OF DEVELOPMENT, MA Highest-paid employee | 40 | $112,573 | $11,495 |
| CARRIE FETHE | VP OF MARKETING & COMMUNICATIONS Highest-paid employee | 40 | $108,643 | $6,674 |
| KERRY ANN JAMES | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| BILL MCCLEMENTS | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MICHAEL BOYLE | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| CYNTHIA RIVERA WEISSBLUM | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| HO NAM | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PETER NOVEMBER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BOB SHIREMAN | DIRECTOR (THRU 12/2022) Trustee or director | 1 | $0 | $0 |
| JOEL STEINHAUS | DIRECTOR (THRU 6/30/23) Trustee or director | 1 | $0 | $0 |
| LUIS ECHEVERRI | DIRECTOR (THRU 6/30/23) Trustee or director | 1 | $0 | $0 |
| AMIT PATEL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NADINE DUPLESSY KEARNS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARK ALPER | DIRECTOR (THRU 6/30/23) Trustee or director | 1 | $0 | $0 |
| SYDNEY ATKINS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MAY BUMAR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JONATHAN COX | DIRECTOR Trustee or director | 1 | $0 | $0 |
| VALDUVINO GONCALVES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SIMONE HILL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOHN HUDSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BILL MANDELL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BOB O'SULLIVAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SHARAM PAVRI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KATHRYN SCHOX | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHARLES SHIRLEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JENN STREDLER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LAURIE THOMSEN | DIRECTOR (THRU 6/30/23) Trustee or director | 1 | $0 | $0 |
| ELLYN CHARTERS ZARRACINA | DIRECTOR (THRU 6/30/23) Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 6 LIBERTY SQ PMB 98549, BOSTON, MA 02109-5800
- Principal officer (990 for 2024)
- JACLYN PINERO, 6 LIBERTY SQUARE PMB 98549, BOSTON, MA 02109
- Signed the 990
- CASANDRA SCALES, CHIEF FINANCIAL OFFICER
- Phone
- (857) 344-0770
- Website
- WWW.UASPIRE.ORG
- Return prepared by
- Forvis Mazars LLP
Mission
UASPIRE'S MISSION IS TO IMPROVE THE ECONOMIC MOBILITY OF UNDERREPRESENTED STUDENTS BY CREATING FINANCIAL SOLUTIONS TO DIVERSE POSTSECONDARY PATHWAYS.
Program accomplishments
- UASPIRE GUIDES STUDENTS, FAMILIES, AND COMMUNITIES TO NAVIGATE COMPLEX FINANCIAL AID SYSTEMS IN PURSUIT OF EQUITABLE ACCESS TO AFFORDABLE POSTSECONDARY PATHWAYS THROUGH IN-PERSON AND VIRTUAL ADVISING. UASPIRE PROVIDES POSTSECONDARY FINANCIAL AID ADVISING TO 10,000 STUDENTS IN LOCATIONS ACROSS MASSACHUSETTS (BOSTON, CAMBRIDGE, SOMERVILLE, MALDEN, AND FALL RIVER) AND THE SAN FRANCISCO BAY AREA (SAN FRANCISCO, OAKLAND, AND HAYWARD) AND NEW YORK, NEW YORK. UASPIRE'S HIGH SCHOOL ADVISING PROGRAM, AFFORD, DELIVERS ROBUST, INDIVIDUALIZED SUPPORT IN THEIR HIGH SCHOOLS AND OVER TEXT MESSAGING TO APPLY FOR FINANCIAL AID, MAKE FINANCIALLY INFORMED COLLEGE DECISIONS, AND SUCCESSFULLY ENROLL. UASPIRE'S POSTSECONDARY ADVISING PROGRAM, SUCCEED, SUPPORTS STUDENTS TO MAINTAIN/SECURE FINANCIAL AID AND MANAGE COLLEGE COSTS TO PERSIST AND ULTIMATELY COMPLETE THEIR DEGREES. UASPIRE ADVISORS SUPPLEMENT HIGH SCHOOL COUNSELORS AND OTHER COMMUNITY-BASED ORGANIZATIONS WHO DEPEND ON UASPIRE TO HELP WITH THE FINANCIAL ISSUES RELATED TO AFFRODABILITY, MATRICULATION AND PERSISTENCE TO A CERTIFICATE OR DEGREE.Expenses $3,905,665 · revenue $829,008
- UASPIRE TRAINS SCHOOL COUNSELORS AND PROGRAM STAFF TO SUPPORT THE STUDENTS THEY WORK WITH THROUGH THE FINANCIAL AID PROCESS. TAILORED TO STAFF'S EXPERIENCE AND STATE CONTEXT, OUR ONLINE AND IN-PERSON COURSES OFFER BEST-IN-CLASS INSTRUCTION, ACTION PLANNING, AND TOOLS TO USE WITH STUDENTS AND FAMILIES. WE ALSO OFFER PRACTITIONERS UNLIMITED ONLINE ACCESS TO UASPIRE'S RESOURCES, TECHNICAL ASSISTANCE, AND FINANCIAL AID EXPERTISE THROUGH OUR PARTNER PORTAL. THROUGH THE PORTAL, MEMBERS CAN REQUEST SUPPORT OR ASK A QUESTION TO GET THE BEST SOLUTION FOR THEIR STUDENTS, FIND HOW-TO VIDEOS AND TOOLS TO SHARE WITH STUDENTS AND FAMILIES, AND STAY CURRENT WITH COLLEGE AFFORDABILITY NEWS.Expenses $1,813,344 · revenue $310,709
- BY LEVERAGING OUR OWN AND OUR STUDENTS' FINANCIAL AID EXPERTISE, UASPIRE ADVOCATES FOR INSTITUTIONAL, STATE, AND FEDERAL POLICY CHANGE TO TRANSFORM FINANCIAL AID AND HIGHER EDUCATION SYSTEMS. WE ALSO RUN A PAID POLICY FELLOWSHIP, WHERE COLLEGE STUDENTS BUILD ADVOCACY SKILLS AND INFLUENCE POLICYMAKERS TO MAKE HIGHER EDUCATION MORE AFFORDABLE AND EQUITABLE.Expenses $906,673
- OTHER PROGRAM SERVICES CONSIST OF OUR: 1) CONSULTING PRACTICE WHERE WE COLLABORATE WITH PARTNERS TO ASSESS THEIR NEEDS AND OFFER UNIQUELY DESIGNED SOLUTIONS IN THE AREAS OF CONTENT DEVELOPMENT, PROGRAM IMPROVEMENT AND SYSTEMS CHANGE, BY LEVERAGING OUR FINANCIAL AID EXPERTISE, STUDENT-ADVISING EXPERIENCE, AND STUDENT-CENTERED RESEARCH; AND 2) SCHOLARSHIP AND EMERGENCY AID SUPPORT WHICH IS INCLUSIVE OF THE DISTRIBUTION AND ADMINISTRATION OF FUNDS AS WELL AS PROGRAM QUALITY AND EVALUATION.Expenses $438,089 · grants $87,829 · revenue $132,600
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 46-1314848
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2013
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $16,281,677
- Income (IRS master file)
- $12,762,864
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $6,168,715 | $10,299,635 | $16,281,677 | IRS |
| 990 | June 2024 | $11,091,810 | $9,433,373 | $17,046,751 | IRS |
| 990 | June 2023 | $12,347,124 | $9,116,787 | $13,772,012 | XML |
| 990 | June 2022 | $11,001,635 | $7,683,195 | $9,973,087 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 46-1314848).
Questions about UASPIRE INC
- What is the EIN of UASPIRE INC?
- The employer identification number (EIN) of UASPIRE INC is 46-1314848.
- Is UASPIRE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
- Are donations to UASPIRE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UASPIRE INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UASPIRE INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UASPIRE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UASPIRE INC?
- The 990 for the year ended June 30, 2025 names JACLYN PINERO.
- Who are the officers and directors of UASPIRE INC?
- The 990 for the year ended June 30, 2025 lists 27 people; 10 received compensation from the organization, the highest $295,760 (JACLYN PINERO, CHIEF EXECUTIVE OFFICER).
- How much revenue does UASPIRE INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $6,168,715, expenses of $10,299,635 and total assets of $16,281,677 at year end.
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