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Massachusetts · Nonprofit

UASPIRE INC

UASPIRE INC (Massachusetts) receives grants from 116 organizations whose IRS filings report $51,536,607 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($12,646,949). 75 of them have funded it in more than one year.

Revenue FY2025
$6.2M
Funders on record
116
Grants received
$52M
Net assets
$12M
75/116 repeat funderspeak grant-dependency 82%
01What it does

What Uaspire Inc does

Mission

Uaspire's mission is to improve the economic mobility of underrepresented students by creating financial solutions to diverse postsecondary pathways.

As stated on its FY2025 Form 990.

Programs

  1. 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.

    $3,905,665 spent$829,008 earned by the program
    55% of program spending
  2. 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.

    $1,813,344 spent$310,709 earned by the program
    26% of program spending
  3. 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.

    $906,673 spent
    13% of program spending
  4. 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.

    $438,089 spentof which $87,829 as grants$132,600 earned by the program
    6% of program spending

The 4 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $7,063,771.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($8.0M) Expenses 100 ($7.4M) Net assets 100 ($2.6M)2018 Revenue 89 ($7.1M) Expenses 114 ($8.5M) Net assets 48 ($1.2M)2019 Revenue 116 ($9.2M) Expenses 114 ($8.4M) Net assets 78 ($2.0M)2020 Revenue 144 ($11M) Expenses 111 ($8.3M) Net assets 201 ($5.2M)2021 Revenue 112 ($8.9M) Expenses 106 ($7.9M) Net assets 249 ($6.4M)2022 Revenue 138 ($11M) Expenses 103 ($7.7M) Net assets 358 ($9.3M)2023 Revenue 155 ($12M) Expenses 123 ($9.1M) Net assets 490 ($13M)2024 Revenue 139 ($11M) Expenses 127 ($9.4M) Net assets 628 ($16M)2025 Revenue 77 ($6.2M) Expenses 139 ($10M) Net assets 482 ($12M)
'17'18'19'20'21'22'23'24'25
Revenue (77)Expenses (139)Net assets (482)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2022 to 2023, from $10.0M to $14M (+38%).

$3.2M
$2.2M
$3.4M
$7.1M
$8.2M
$10.0M
$14M
$17M
$16M
'17'18'19'20'21'22'23'24'25
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2021 13% · 2022 10%. Grants only. Government contracts and fees sit inside program revenue.

72% of UASPIRE INC’s revenue is contributions — more donation-reliant than the typical peer (48% for the typical peer).

This organization
Typical peer · 12,360 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 2 of the last 9 reported years ran a deficit.

$535k
’17
−$1.4M
’18
$771k
’19
$3.2M
’20
$1.1M
’21
$3.3M
’22
$3.2M
’23
$1.7M
’24
−$4.1M
’25
3.9
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Chief executive

Jaclyn Pinero

Chief executive officer

Board chair

Kerry Ann James

Board chair

As listed on its FY2025 Form 990.

'17'18'19'20'21'22'23'24'25
Listed222326464240373227
Joined·+4+6+25+4+4+2+4+4
No longer listed·33586599
03Who funds it

Who funds it, year by year

2017 → 2023: the base broadened from 26 funders to 52 funders, grant income rose $2.5M → $10M.

20 of 116 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 43% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of UASPIRE INC’s funders (the co-funder graph). Top 30 of 116 funders by total. Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

UASPIRE INC has a broad base — no single funder exceeds 25% of grant income, and it takes 4 funders to reach half.

the vertical line marks half of all grant income — 4 funders to its left

54% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund UASPIRE INC.

25%
largest funder
46%
top three
~10
effective funders

Largest funder’s share by year: 2017 28% · 2018 28% · 2019 33% · 2020 26% · 2021 26% · 2022 30% · 2023 16% — diversifying over time.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How long its funders stay

50% of UASPIRE INC's funders are still giving 3 years after their first grant; 65% give in more than one year at all.

first grant+1y+2y+3y+4y+5y+6y

Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.

Where its funders are

UASPIRE INC draws 75% of its grant income from funders outside Massachusetts, across 17 states in all.

NH
WA
MN
MI
NY
MA
IN
PA
CT
CA
VA
MD
DE
NC
DC
TX
FL

In-state vs out-of-state, by year

’17
’18
’19
’20
’21
’22
’23
Massachusetts out of state home

Funder states come from each funder’s own filing. $22M arriving through sponsors registered in 11 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

UASPIRE INC is better cushioned than half of the 9,615 education nonprofits its size.

Operating margin−67% · bottom quartile
Months of reserve3.9mo · above the median
Revenue growth (annualized)−3% · bottom quartile

this organization peer median middle 50% of peers· 9,615 education nonprofits $1M–$10M, FY2025

Government funding UASPIRE INC receives

Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $1.0M on record.

State$1.0M
21
22
23
24
Top programs
  • (HH) CONSULTANT SVCS (TO DEPTS)$1.0M

Federal grants vs contracts are distinguished; state line items keep their reported category. Matched by name + geography (the BMF), so coverage is partial and precision-first.

Organizations like UASPIRE INC

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In Massachusetts

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

69% of spending goes to programs.

Program 69%Management 21%Fundraising 10%

Governance

19
board members
100%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention✓Board reviewed the 990✓Audited financials

Public support

71%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Files a return copy in 30 states

AK
ME
NH
WA
ND
IL
WI
MI
NY
MA
OH
PA
NJ
CT
RI
CA
CO
WV
MD
NM
KS
TN
NC
SC
DC
HI
MS
AL
GA
FL

Screen this organization

A dated, signed PDF of the compliance screen for UASPIRE INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

A paid feature, included from the $75 plan up. Sign in to download.

Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds UASPIRE INC?
UASPIRE INC (Massachusetts) receives grants from 116 organizations whose IRS filings report $51,536,607 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($12,646,949). 75 of them have funded it in more than one year.
How many funders does UASPIRE INC have?
IRS filings report 116 organizations giving $51,536,607 in grants to UASPIRE INC, 75 of which have funded it in more than one year.
Who is the largest funder of UASPIRE INC?
FIDELITY INVESTMENTS CHARITABLE GIFT FUND is the largest funder on record, with $12,646,949 in grants. The full list of funders is on this page.
How can an organization like UASPIRE INC find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Massachusetts. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

Play a game about who funds Uaspire →

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 116 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 22, 2026. What this page cannot tell you · view filing