UPWARD BOUND STUDY CENTER INC (EIN 330431802) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1990

Legal Domicile

Principal Officer

SZE LOK LAM

Phone

6262885171

Tax Period

2025-01-01 to 2025-12-31

UPWARD BOUND STUDY CENTER INC, founded in 1990, is a small nonprofit in the Unknown sector that reported $242K in total revenue in fiscal year 2025. Revenue fell 21% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $60K, a strong 25% operating margin.

Mission

Serving new immigrants in San Gabriel Valley of Greater Los Angeles Area through education and community formation since 1990. We strive to empower the community by proving a place to learn, relate and dream together.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $178,197

Program Service Revenue $45,612

Investment Income $0

Other Revenue $18,259

TOTAL REVENUE $242,068

Expense Breakdown

Grants Paid $0

Salaries & Benefits $102,414

Fundraising Expenses $10,450

Program Expenses $142,014

Other Expenses $79,222

TOTAL EXPENSES $181,636

Year-over-Year Comparison

	2025	2024	Change
Revenue	$242,068	$306,737	-0.2%
Expenses	$181,636	$218,127	-0.2%
Net Income	$60,432	$88,610	-0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

$50,000

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sze-Lok Lam	Director of Operation	40	Key Emp	$50,000	$0	$50,000
Lynn Du Tran	Board Member	1	Director	$0	$0	$0
Sandy Lam	Board Member	1	Director	$0	$0	$0
Andrew Kwong	Board Chair	1	Officer	$0	$0	$0
Kevin Hu	Secretary	1	Officer	$0	$0	$0
Howard Yang	Board Treasurer	1	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$242,068	$181,636	$322,592	$60,432
2024	$306,737	$218,127	$292,025	$88,610
2023	$241,747	$317,684	$239,964	$-75,937
2022	$283,159	$258,937	$272,314	$24,222
2021	$230,459	$200,571	$243,036	$29,888
2020	$220,621	$170,797	$215,041	$49,824

UPWARD BOUND STUDY CENTER INC