UPWARD BOUND PARENT ASSOCIATIO

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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

2011

Legal Domicile

Principal Officer

MICHAELA GARDNER

Tax Period

2020-01-01 to 2020-12-31

UPWARD BOUND PARENT ASSOCIATIO, founded in 2011, is a micro nonprofit that reported $64 in total revenue in fiscal year 2020. Revenue fell 95% from the prior year — a significant decline worth monitoring. Expenses of $286 exceeded revenue, resulting in a 347% operating deficit.

Mission

TO RAISE FUNDS FOR PROVIDING ESSENTIALS OR EXTRAS FOR THE STUDENTS WHO ARE NO LONGER PROVIDED ASSISTANCE IN THE TAX BASE, OR SPECIAL PROGRAMS OR PROJECTS INITIALED BY THE UPWARD BOUND PARENT ASSOCIATION

Program Service Accomplishments

Program 1

Expenses: $286 Revenue: $64

TO RAISE FUNDS FOR PROVIDING ESSENTIALS OR EXTRAS FOR THE STUDENTS WHO

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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 (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $64

Investment Income $0

Other Revenue $0

TOTAL REVENUE $64

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $286

Other Expenses $286

TOTAL EXPENSES $286

Year-over-Year Comparison

	2020	2019	Change
Revenue	$64	$1,300	-1.0%
Expenses	$286	$225	+0.3%
Net Income	$-222	$1,075	-1.2%

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

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BEATRICE LAWTO	TREASURER	2	Officer Director	$0	$0	$0
MICHAELA BEVEL	PRESIDENT	2	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
2020	$64	$286	$954	$-222
2019	$1,300	$225	$1,176	$1,075
2018	$2,736	$3,105	$1	$-369