Upcounty Community Resources Inc (EIN 461746790) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2013

Legal Domicile

Principal Officer

Rachel Chung

Phone

2406140444

Tax Period

2024-07-01 to 2025-06-30

Upcounty Community Resources Inc, founded in 2013, is a small nonprofit in the Human Services sector that reported $269K in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $54K, a strong 20% operating margin.

Mission

Upcounty Community Resources, Inc. is a private, non-profit organization offering innovative programs, independent living skills, and social opportunities primarily to community members with intellectual and developmental differences, but open to all.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $179,394

Program Service Revenue $78,265

Investment Income $6,990

Other Revenue $3,867

TOTAL REVENUE $268,516

Expense Breakdown

Grants Paid $656

Salaries & Benefits $152,806

Fundraising Expenses $0

Program Expenses $67,159

Other Expenses $61,079

TOTAL EXPENSES $214,541

Year-over-Year Comparison

	2024	2023	Change
Revenue	$268,516	$240,444	+0.1%
Expenses	$214,541	$210,062	+0.0%
Net Income	$53,975	$30,382	+0.8%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Rachel Chung	Chairperson	3.00	Officer Director	$0	$0	$0
Barbara Pope	Member	1.00	Officer Director	$0	$0	$0
Henry Clarke	Member	1.00	Officer Director	$0	$0	$0
Walter Flores	Member	1.00	Officer Director	$0	$0	$0
Melika Al-Kawas	Member	1.00	Officer Director	$0	$0	$0
Sylvia Jones	Member	1.00	Officer Director	$0	$0	$0
Seth Duncan	Member	1.00	Officer Director	$0	$0	$0
Raj Rajogopal	Member	1.00	Officer Director	$0	$0	$0
Hector Garcia	Member	1.00	Officer Director	$0	$0	$0
Vijay Krishnamurthy	Secretary	3.00	Officer Director	$0	$0	$0
Levi Brandriss	Treasurer	3.00	Officer Director	$0	$0	$0
Maureen Hanson	Vice Chairperson	3.00	Officer 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
2025	$268,516	$214,541	$259,563	$53,975
2024	$240,444	$210,062	$197,225	$30,382
2023	$219,360	$194,771	$163,053	$24,589
2022	$238,325	$175,510	$139,948	$62,815

Upcounty Community Resources Inc