UPWARD BOUND YOUTH (EIN 341850567) - 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

1998

Legal Domicile

Principal Officer

RICHARD JANKOV

Phone

3303451991

Tax Period

2023-01-01 to 2023-12-31

UPWARD BOUND YOUTH, founded in 1998, is a community nonprofit in the Religion sector that reported $5.9M in total revenue in fiscal year 2023. Revenue fell 26% from the prior year — a significant decline worth monitoring. Expenses of $5.5M left a modest 7% surplus.

Mission

TO DEVELOP AND PROVIDE PROGRAMS, FACILITIES, AND RESOURCES TO AID YOUTH AND THEIR FAMILIES IN THEIR SPIRITUAL, PHYSICAL, EMOTIONAL AND EDUCATIONAL DEVELOPMENT. IN ACCORDANCE WITH OUR SINCERELY HELD RELIGIOUS BELIEFS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $5,527,685

Program Service Revenue $0

Investment Income $368,846

Other Revenue $10,777

TOTAL REVENUE $5,907,308

Expense Breakdown

Grants Paid $4,660,091

Salaries & Benefits $392,992

Fundraising Expenses $8,047

Program Expenses $5,246,849

Other Expenses $427,472

TOTAL EXPENSES $5,480,555

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,907,308	$7,981,211	-0.3%
Expenses	$5,480,555	$2,240,641	+1.4%
Net Income	$426,753	$5,740,570	-0.9%

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

$216,294

Total Directors

$216,294

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD JANKOV	EXECUTIVE DI	65.00	Officer Director	$94,000	$0	$94,000
STEPHANIE MCCOY	AST. EXEC. D	50.00	Officer Director	$64,000	$0	$64,000
MARGRET JANKOV	DIRECTOR	25.00	Officer Director	$29,200	$0	$29,200
KRISTA STONE	DIRECTOR	45.00	Officer Director	$29,094	$0	$29,094
RON FAIRCHILD	DIRECTOR	10.00	Director	$0	$0	$0
JOHN GUTAI	DIRECTOR	4.00	Director	$0	$0	$0
NATHAN JANKOV	DIRECTOR	10.00	Director	$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
2024	No data	No data	No data	No data
2023	$5,907,308	$5,480,555	$14,834,526	$426,753
2022	$7,981,211	$2,240,641	$7,800,055	$5,740,570
2021	$1,948,843	$374,980	$1,784,877	$1,573,863

UPWARD BOUND YOUTH