Upward Bound Community Development Corporation (EIN 760657674) - 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

2010

Legal Domicile

Phone

7133981209

Tax Period

2025-01-01 to 2025-12-31

Upward Bound Community Development Corporation, founded in 2010, is a small nonprofit in the Health Care sector that reported $415K in total revenue in fiscal year 2025. Revenue surged 85% from the prior year, signaling strong growth momentum. The organization ran a surplus of $97K, a strong 23% operating margin.

Mission

To serve the community from a position of positive intervention through individual initiative and joint collaboration for education, social services, workforce development and capital improvements.

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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 $126,852

Program Service Revenue $288,192

Investment Income $0

Other Revenue $0

TOTAL REVENUE $415,044

Expense Breakdown

Grants Paid $0

Salaries & Benefits $232,071

Fundraising Expenses $0

Program Expenses $317,795

Other Expenses $85,724

TOTAL EXPENSES $317,795

Year-over-Year Comparison

	2025	2024	Change
Revenue	$415,044	$223,854	+0.9%
Expenses	$317,795	$303,084	+0.0%
Net Income	$97,249	$-79,230	-2.2%

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

Volunteers

N/A

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

$50,500

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Grace Allen	Director	N/A	Key Emp	$26,000	$0	$26,000
Le'Jai Joseph	Director	N/A	Key Emp	$24,500	$0	$24,500
Kimona Dixon	Board of Director	N/A	Director	$0	$0	$0
Anderson Evans	Board of Director	N/A	Director	$0	$0	$0
Eva Tuggles	Board of Director	N/A	Director	$0	$0	$0
Brandalynn Lugo	Board of Director	N/A	Director	$0	$0	$0
Luis Lugo	Board of Director	N/A	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	$415,044	$317,795	$621,201	$97,249
2024	$223,854	$303,084	$502,443	$-79,230
2023	$617,179	$326,048	$575,744	$291,131
2022	$643,325	$421,038	$264,826	$222,287
2021	$259,915	$278,648	$46,072	$-18,733

Upward Bound Community Development Corporation