All Ways Up Foundation FY2023 filing

Tax-deductible

Sherman Oaks, CA501(c)(3)UnclassifiedEIN 46-2843636Revenue $250K in FY2023

On file with the IRSallwaysup.org15301 Ventura Blvd Ste B570, 91403-6650 · Sherman Oaks, CATax-exempt since Jul 2014Publicly supported charity — 170(b)(1)(A)(vi)

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All Ways Up helps first-generation and low-income youth get to and through college. By providing scholarships, support for other non-profit organizations and annual leadership summits, we are working to bridge the gap between ambition and opportunity to break the generational cycle of poverty.

501(c)(3) charity; gifts are tax-deductible.
76¢ of each $1 spent went to programs.
$125K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average deficit $42K a year · 5% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
76%
of spending
Looks good: 76% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$125K
to officers and key staff · 35% of spending
Concern: pay to officers and key staff is 35% of spending; over 30%.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Concern: 0.3 months of spending in cash; under 2 weeks.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $5K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$495
6% of total assets
Looks good: liabilities are 6% of assets; 50% or less.
Pt X · Ln 26
Independent board members
2
of 3 voting members
Looks good: 2 of 3 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$250K
-78% vs prior year
Spent
$356K
To programs
76%
Net assets
$8K
By yearFY2020–FY2024
Revenue
$250K
FY2023▼ -78%
Tap a bar for its year
Revenue by fiscal year
FY2020$2.0M
FY2021$1.1M
FY2022$1.1M
FY2023$250K
FY2024$198K
Expenses
$356K
FY2023▼ -69%
Tap a bar for its year
Expenses by fiscal year
FY2020$2.0M
FY2021$1.2M
FY2022$1.1M
FY2023$356K
FY2024$190K
Net assets
$8K
FY2023▼ -93%
Tap a bar for its year
Net assets by fiscal year
FY2020$249K
FY2021$137K
FY2022$114K
FY2023$8K
FY2024$16K

From the FY2023 Form 990 · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jul 2014.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

76 cents of each dollar spent went to programs.

Program services 76% · $270K Management & general 21% · $74K Fundraising 4% · $13K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

4 people listed on the 990; $125K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$125,000Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2023FY2022FY2021FY2020
Leona S Schube$125,000$145,138$138,813$179,704
Taos G Glickman—$136,044——

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Helps first-generation and low-income youth achieve college access and completion through scholarships and support.

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Provided by the organization

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1 program · $270K · in their own filed words · FY2023
01

Provided scholarships, support for other non-profit organizations and annual leadership summits to bridge the gap between ambition and opportunity to break the generational cycle of poverty.

$270Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 1 funder$5K
Grants paid · 21 grants · $3.0M · 2020–2024
Unitemized GrantFY2024$119,040
College Access PlanCA · FY2024$25,000
Unitemized GrantFY2023$156,113
Unitemized GrantFY2022$565,290
Minds Matter National INCNY · FY2022$25,000
College Access PlanCA · FY2022$25,000
Young Eisner ScholarsCA · FY2022$10,000
The UCLA FoundationCA · FY2022$10,000
Krimson and Kreme INCCA · FY2022$10,000
Esp Education and LeadershipCA · FY2022$10,000
Community PartnersCA · FY2022$10,000
College MatchCA · FY2022$10,000
826laCA · FY2022$10,000
MosteNJ · FY2022$7,500
See all 21 grants →

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$250K
Ln 12
Gifts and grantsLn 1h$250K
Money outPt IX
$356K
Ln 25
Programscol B$270K
Managementcol C$74K
Fundraisingcol D$13K
Owns and owesPt X
$8K
net assets · Ln 32
Cash and savingsLn 1–2$7K
Total assetsLn 16$9K
LiabilitiesLn 26$495
PeoplePt VI, VII
4
listed · VII A
PaidVII A1
Voting boardVI 1a3
IndependentVI 1b2
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$250K
Gains on assetsLn 7$0
Total revenueLn 12$250K
Assets in detailPt X, end of year
CashLn 1$7K
SavingsLn 2$0
Cash and savings togetherLn 1–2$7K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$778
Other assetsLn 15$309
Total assetsLn 16$9K
LiabilitiesLn 26$495
Net assetsLn 32$8K
OperationsPt I, VI
EmployeesI 53
VolunteersI 690
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$109K$7K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$1K$778
Total assetsLn 16$115K$9K
LiabilitiesLn 26$495$495
Net assetsLn 32$114K$8K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$5K$5K
Grants to domestic individualsLn 2$156K$156K
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$0
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$125K$72K$44K$9K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$27K$15K$9K$2K
Payroll taxesLn 10$9K$5K$3K$663
Management feesLn 11a$0
Legal feesLn 11b$80$40$40
Accounting feesLn 11c$17K$8K$8K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$768$768
Office expensesLn 13$163$81$82
Information technologyLn 14$2K$1K$1K
RoyaltiesLn 15$0
OccupancyLn 16$0
TravelLn 17$290$290
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$517$517
InsuranceLn 23$4K$4K
Other expenses (24a–d)Ln 24$10K$7K$3K
All other expensesLn 24e$262$262
Total functional expensesLn 25$356K$270K$74K$13K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $198K$190K$8K$16K 990 PDF
FY2023 Viewing $250K$356K−$106K$8K 990 PDF
FY2022 $1.1M$1.1M−$23K$114K 990 PDF
FY2021 $1.1M$1.2M−$112K$137K 990 PDF
FY2020 $2.0M$2.0M$25K$249K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2023 990 (6 parts)
Part I · Summary $250,077 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,118,369$250,077
I-9 Program service revenue$0
I-10 Investment income$0
I-11 Other revenue$0
I-12 Total revenuePrior year $1,118,369$250,077
I-13 Grants and similar amounts paidPrior year $749,790$161,113
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $272,467$160,695
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $119,253$34,445
I-18 Total expensesPrior year $1,141,510$356,253
I-19 Revenue less expensesPrior year −$23,141−$106,176
Part VI · Governance 2 of 3 board members independent, 5 to look at
VI-1a Voting members of the governing body3
VI-1b Independent voting members2
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
Part VIII · Statement of revenue $250,077 across 8 lines filed
VIII-1f All other contributions, gifts and grants$250,077
VIII-1h Total contributions, gifts and grants$250,077
VIII-3 Investment income$0
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-12 Total revenue$250,077
Part IX · Statement of functional expenses $356,253 across 31 lines filed
IX-1 Grants to domestic organizationsPrograms $5,000$5,000
IX-2 Grants to domestic individualsPrograms $156,113$156,113
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staff$0
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $71,875 · Management $43,750 · Fundraising $9,375$125,000
IX-8 Pension plan contributions$0
IX-9 Other employee benefitsPrograms $15,440 · Management $9,398 · Fundraising $2,014$26,852
IX-10 Payroll taxesPrograms $5,085 · Management $3,095 · Fundraising $663$8,843
IX-11a Management fees$0
IX-11b Legal feesPrograms $40 · Management $40$80
IX-11c Accounting feesPrograms $8,263 · Management $8,263$16,526
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for services$0
IX-12 Advertising and promotionFundraising $768$768
IX-13 Office expensesPrograms $81 · Management $82$163
IX-14 Information technologyPrograms $1,087 · Management $1,086$2,173
IX-15 Royalties$0
IX-16 Occupancy$0
IX-17 TravelPrograms $290$290
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationManagement $517$517
IX-23 InsuranceManagement $3,745$3,745
IX-24 Other expenses (24a–d)Programs $6,547 · Management $3,374$9,921
IX-24e All other expensesManagement $262$262
IX-25 Total functional expensesPrograms $269,821 · Management $73,612 · Fundraising $12,820$356,253
Part X · Balance sheet $8,556 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $108,933$7,469
X-2 Savings and temporary cash investments$0
X-3 Pledges and grants receivable$0
X-4 Accounts receivable$0
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred charges$0
X-10c Land, buildings and equipment, netStart of year $1,295$778
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assetsStart of year $4,504$309
X-16 Total assetsStart of year $114,732$8,556
X-25 Other liabilitiesStart of year $495$495
X-26 Total liabilitiesStart of year $495$495
X-32 Total net assets or fund balancesStart of year $114,237$8,061
X-33 Total liabilities and net assetsStart of year $114,732$8,556
Part XI · Reconciliation of net assets $8,061 net assets at year end
XI-1 Total revenue$250,077
XI-2 Total expenses$356,253
XI-3 Revenue less expenses−$106,176
XI-4 Net assets at start of year$114,237
XI-10 Net assets at end of year$8,061

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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