Upward Bound Foundation Incorporated (EIN 522268245) - 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

2000

Legal Domicile

Principal Officer

LeRoy Pingho

Phone

2404416169

Tax Period

2021-01-01 to 2021-12-31

Upward Bound Foundation Incorporated, founded in 2000, is a micro nonprofit in the Human Services sector that reported $67K in total revenue in fiscal year 2021. Revenue surged 125% from the prior year, signaling strong growth momentum. The organization ran a surplus of $23K, a strong 34% operating margin.

Mission

Education Improvement for children/students

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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 (2021)

Revenue Breakdown

Contributions & Grants $65,073

Program Service Revenue $0

Investment Income $2,255

Other Revenue $0

TOTAL REVENUE $67,328

Expense Breakdown

Grants Paid $44,242

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $44,242

Other Expenses $95

TOTAL EXPENSES $44,337

Year-over-Year Comparison

	2021	2020	Change
Revenue	$67,328	$29,871	+1.3%
Expenses	$44,337	$28,835	+0.5%
Net Income	$22,991	$1,036	+21.2%

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

N/A

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
Leroy Pingho	President	5.00	Officer Director	$0	$0	$0
Anne Pingho	Director	2.00	Officer Director	$0	$0	$0
Patrice Brickman	Director	2.00	Director	$0	$0	$0
Scott Brickman	Director	2.00	Director	$0	$0	$0
John White	Director	2.00	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
2021	$67,328	$44,337	No data	$22,991
2020	$29,871	$28,835	No data	$1,036
2019	$30,250	$26,880	No data	$3,370
2018	$55,470	$63,275	No data	$-7,805

Upward Bound Foundation Incorporated