Nonprofit · EIN 46-3806904
UPWARD-UNITINGPROFESSIONALWOMEN ACCELERATINGRELATIONSHIPS&
Also known as UPWARD
Tax-exempt · LOS GATOS, CA 95032
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $633,150 | $625,701 | $7,449 | $41,262 | $418,693 | -$377,431 |
| December 31, 2023 | 990 | $931,272 | $930,899 | $373 | $83,551 | $468,431 | -$384,880 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $524,708
- Membership dues
- $42,500
- Program service revenue
- $103,052
- Investment income
- $0
- Other revenue
- $5,390
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $296,880
- Salaries, compensation and benefits (total)
- $362,875
- Professional fundraising fees
- $0
- Accounting fees
- $33,180
- Travel
- $2,071
- Program services (functional)
- $407,930
- Management and general (functional)
- $173,524
- Fundraising (functional)
- $44,247
Balance sheet and other
- Total assets, start of year
- $83,551
- Total assets, end of year
- $41,262
- Total liabilities, end of year
- $418,693
- Net assets, end of year
- -$377,431
- Net assets without donor restrictions
- -$377,431
- Gross receipts
- $633,150
- Employees
- 4
- Volunteers
- 10
- Year formed
- 2013
- State of legal domicile
- CA
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA LAMBERT | PRESIDENT/CEO DIRECTOR Trustee or director, Officer | 8 | $0 |
| STEWART MCDOWELL | SECRETARY/DIRECTOR Trustee or director, Officer | 3 | $0 |
| ROSS MALINOWSKI | TREASURER/DIRECTOR Trustee or director, Officer | 1 | $0 |
| EKTA DANG | DIRECTOR Trustee or director | 1 | $0 |
| SANJIT SINGH DANG | DIRECTOR Trustee or director | 1 | $0 |
| VIBHOR RASTOGI | DIRECTOR Trustee or director | – | $0 |
| VIJAY REDDY | DIRECTOR Trustee or director | 1 | $0 |
| VERNON LEE JR | DIRECTOR Trustee or director | 1 | $0 |
| ISHITA MAJUMDAR | DIRECTOR Trustee or director | 1 | $0 |
| KRISTEN BARR | DIRECTOR Trustee or director | 1 | $0 |
| DANIEL SACCANI | DIRECTOR Trustee or director | 1 | $0 |
| SARAH HOLLINGER | DIRECTOR Trustee or director | 1 | $0 |
| ANGIE TANG | DIRECTOR Trustee or director | 1 | $0 |
| MARJORIE WILLIAMS | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 18 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA LAMBERT | PRESIDENT/EXECUTIVE DIRECT Trustee or director, Officer | 8 | $0 |
| STEWART MCDOWELL | SECRETARY/DIRECTOR Trustee or director, Officer | 3 | $0 |
| ROSS MALINOWSKI | TREASURER Trustee or director, Officer | 1 | $0 |
| BARBARA DONALDSON | DIRECTOR Trustee or director | 1 | $0 |
| VIBHOR RASTOGI | DIRECTOR Trustee or director | 1 | $0 |
| MARY ANN BIANCO | DIRECTOR 1/1-12/31/2023 Trustee or director | 1 | $0 |
| MARGARETTA NORTHRUP | DIRECTOR Trustee or director | 1 | $0 |
| VIJAY REDDY | DIRECTOR JOINED 1/6/2023 Trustee or director | 1 | $0 |
| EKTA DANG PHD | DIRECTOR JOINED 1/6/2023 Trustee or director | 1 | $0 |
| SANJIT SINGH DANG PHD | DIRECTOR JOINED 1/6/2023 Trustee or director | 1 | $0 |
| MONICA KUMAR | DIRECTOR JOINED 6/8/2023 Trustee or director | 1 | $0 |
| EMMA MACONICK | DIRECTOR 1/1-6/8/2023 Trustee or director | 1 | $0 |
| NANCY DUARTE | DIRECTOR 1/1-11/14/2023 Trustee or director | 1 | $0 |
| ANNE VOIGTS | DIRECTOR 1/1-12/12/2023 Trustee or director | 1 | $0 |
| HARRY GOULD | DIRECTOR 1/1-8/2/2023 Trustee or director | 1 | $0 |
| BRIAN RYAN | DIRECTOR 1/1-7/30/2023 Trustee or director | 1 | $0 |
| IOANA BADEA | DIRECTOR 1/9-12/28/2023 Trustee or director | 1 | $0 |
| PRADEEP TAGARE | DIRECTOR 1/1-7/11/2023 Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 15110 SHANNON RD, LOS GATOS, CA 95032-5718
- In care of
- % LISA M LAMBERT
- Principal officer (990 for 2024)
- LISA LAMBERT, 15110 SHANNON RD, LOS GATOS, CA 95032
- Signed the 990
- LISA LAMBERT, CEO
- Phone
- (408) 839-6747
- Website
- https://www.upwardwomen.org
- Return prepared by
- REUEL J GALINDO AND CO
California records
California keeps its own records of charities and corporations. Search them by EIN 46-3806904 or by the name UPWARD-UNITINGPROFESSIONALWOMEN ACCELERATINGRELATIONSHIPS&.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO ACCELERATE CAREER ADVANCEMENT OF WOMEN THROUGH EDUCATIONAL PROGRAMS, RELATIONSHIP BUILDING AND NETWORKING, MENTORING, RESOURCE SHARING AND BY BEING A BRIDGE TO SUCCESSFUL EXECUTIVES WITH THEIR IDEAS, INSIGHTS BY BEING A BRIDGE TO SUCCESSFUL EXECUTIVES WITH THEIR IDEAS, INSIGHTS
Program accomplishments
- SYMPOSIA, SEMINARS & WORKSHOPS - UPWARD organizes and conducts collaborative fora, fireside chats, panel discussions, mentoring clinics, workshops and other gathering formats where participants can share the insights of resource persons, 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.Expenses $208,074
- RESOURCE CENTER OPERATIONS - The organization maintains a primarily web-based information and communications center where aspiring career women can access and exchange useful advice, 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 timely notices and alerts of upcoming events.Expenses $200,395
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 46-3806904
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2014
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Employment (J21)
- Assets (IRS master file)
- $41,262
- Income (IRS master file)
- $633,150
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $633,150 | $625,701 | $41,262 | IRS |
| 990 | December 2023 | $931,272 | $930,899 | $83,551 | XML |
| 990 | December 2022 | $914,599 | $1,201,720 | $143,600 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 46-3806904).
Questions about UPWARD-UNITINGPROFESSIONALWOMEN ACCELERATINGRELATIONSHIPS&
- What is the EIN of UPWARD-UNITINGPROFESSIONALWOMEN ACCELERATINGRELATIONSHIPS&?
- The employer identification number (EIN) of UPWARD-UNITINGPROFESSIONALWOMEN ACCELERATINGRELATIONSHIPS& is 46-3806904.
- Is UPWARD-UNITINGPROFESSIONALWOMEN ACCELERATINGRELATIONSHIPS& tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to UPWARD-UNITINGPROFESSIONALWOMEN ACCELERATINGRELATIONSHIPS& tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UPWARD-UNITINGPROFESSIONALWOMEN ACCELERATINGRELATIONSHIPS& 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 UPWARD-UNITINGPROFESSIONALWOMEN ACCELERATINGRELATIONSHIPS& due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UPWARD-UNITINGPROFESSIONALWOMEN ACCELERATINGRELATIONSHIPS& last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of UPWARD-UNITINGPROFESSIONALWOMEN ACCELERATINGRELATIONSHIPS&?
- The 990 for the year ended December 31, 2024 names LISA LAMBERT.
- Who are the officers and directors of UPWARD-UNITINGPROFESSIONALWOMEN ACCELERATINGRELATIONSHIPS&?
- The 990 for the year ended December 31, 2024 lists 14 people; 0 received compensation from the organization.
- How much revenue does UPWARD-UNITINGPROFESSIONALWOMEN ACCELERATINGRELATIONSHIPS& have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $633,150, expenses of $625,701 and total assets of $41,262 at year end.
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