THE UPWARD BOUND SCHOOL INC (EIN 871281262) - 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

2021

Legal Domicile

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.

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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 (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

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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

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

$320,886

Total Directors

$320,886

Key Employees

Highest Compensated

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

THE UPWARD BOUND SCHOOL INC