THE UPWARD BOUND SCHOOL INC

EIN: 871281262 501(c)(3) Education

BUENA PARK, CA

Total Revenue
$1,743,668
Total Expenses
$1,760,435
Total Assets
$76,560
Net Assets
$-69,849
🔒

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

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2021
Legal Domicile
CA
Principal Officer
CHRISTOPHER CHAIDEZ
Phone
3237181048
Tax Period
2024-01-01 to 2024-12-31

THE UPWARD BOUND SCHOOL INC, founded in 2021, is a community nonprofit in the Education sector that reported $1.7M in total revenue in fiscal year 2024. Revenue surged 39% from the prior year, signaling strong growth momentum.

Mission

THE GOAL OF UPWARD BOUND IS TO INCREASE THE RATE AT WHICH PARTICIPANTS COMPLETE SECONDARY EDUCATION AND ENROLL IN AND GRADUATE FROM INSTITUTIONS OF POSTSECONDARY EDUCATION.

Program Service Accomplishments

Program 1
Expenses: $525,974 Revenue: $1,700,404

SPECIALIZED ACADEMIC INSTRUCTION (SAI) - IS TAILORED TO A PARTICULAR STUDENT. IT ADDRESSES THEIR INDIVIDUALIZED EDUCATION PROGRAM (IEP) GOALS; ACCOUNTS FOR THEIR DISABILITY; PROVIDES MODIFICATIONS OR...

Read more

SPECIALIZED ACADEMIC INSTRUCTION (SAI) - IS TAILORED TO A PARTICULAR STUDENT. IT ADDRESSES THEIR INDIVIDUALIZED EDUCATION PROGRAM (IEP) GOALS; ACCOUNTS FOR THEIR DISABILITY; PROVIDES MODIFICATIONS OR ADAPTATIONS TO CONTENT; AND ENCOURAGES ACCESS TO THE GENERAL EDUCATION CURRICULUM.

Program 2
Expenses: $365,319 Revenue: $1,073

BEHAVIOUR (BID AND BII) - THESE SERVICES HELP STUDENTS WHO HAVE LEARNING, EMOTIONAL, MENTAL, AND/OR PHYSICAL DISABILITIES BUILD THEIR CONFIDENCE AND MAKE PROGRESS DATA DRIVEN BEHAVIORAL RELATED...

Read more

BEHAVIOUR (BID AND BII) - THESE SERVICES HELP STUDENTS WHO HAVE LEARNING, EMOTIONAL, MENTAL, AND/OR PHYSICAL DISABILITIES BUILD THEIR CONFIDENCE AND MAKE PROGRESS DATA DRIVEN BEHAVIORAL RELATED SERVICE THAT SUPPORTS AN INDIVIDUAL STUDENT WHO. EXHIBITS SIGNIFICANT PROBLEM BEHAVIORS IN THEIR EDUCATIONAL ENVIRONMENT.

Program 3
Expenses: $273,825 Revenue: $720

COUNSELING - IT PROVIDES INDIVIDUALIZED AND GROUP THERAPY SERVICES TO STUDENTS WITH DISABILITIES, FOCUSING ON ADDRESSING EMOTIONAL, BEHAVIORAL, AND SOCIAL CHALLENGES THAT MAY IMPACT THEIR LEARNING...

Read more

COUNSELING - IT PROVIDES INDIVIDUALIZED AND GROUP THERAPY SERVICES TO STUDENTS WITH DISABILITIES, FOCUSING ON ADDRESSING EMOTIONAL, BEHAVIORAL, AND SOCIAL CHALLENGES THAT MAY IMPACT THEIR LEARNING AND OVERALL WELL-BEING, OFTEN COLLABORATING WITH TEACHERS, PARENTS, AND OTHER PROFESSIONALS TO DEVELOP AND IMPLEMENT EFFECTIVE INTERVENTIONS AS PART OF THE STUDENT'S INDIVIDUALIZED EDUCATION PROGRAM (IEP)

🔒

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%)

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $146
Program Service Revenue $1,743,522
Investment Income $0
Other Revenue $0
TOTAL REVENUE $1,743,668

Expense Breakdown

Grants Paid $0
Salaries & Benefits $959,422
Fundraising Expenses $0
Program Expenses $1,396,464
Other Expenses $801,013
TOTAL EXPENSES $1,760,435

Year-over-Year Comparison

2024 2023 Change
Revenue $1,743,668 $1,256,321 +0.4%
Expenses $1,760,435 $1,295,955 +0.4%
Net Income $-16,767 $-39,634 -0.6%
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

Sign In

Governance

Voting Members
5
Independent Members
1
Employees
42
Volunteers
1

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
5
$320,886
Total Directors
5
$320,886
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LORI BRUMMEL VICE PRESIDENT 1
Officer Director
$134,600 $0 $134,600
LUZ TERRAZAS SECRETARY 1
Officer Director
$71,273 $0 $71,273
TIMOTHY CHAIDEZ DIRECTOR OF OPERATIONS AND COORDINATION 1
Officer Director
$57,625 $0 $57,625
CORINA MORA TREASURER 1
Officer Director
$57,388 $0 $57,388
CHRISTOPHER CHAIDEZ PRESIDENT 40
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
2024 $1,743,668 $1,760,435 $76,560 $-16,767
2023 $1,256,321 $1,295,955 $100,674 $-39,634
Explore More Nonprofits
Top 100 Nonprofits in California Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare THE UPWARD BOUND SCHOOL INC with other nonprofits in California and across the country.