UPWARD COUNSELING CENTER (EIN 882064628) - Form 990 Financial Analysis & Trantor Score

🔒

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

Financial Trends

Organization Details

Formation Year

2022

Legal Domicile

Phone

6504173675

Tax Period

2025-01-01 to 2025-12-31

UPWARD COUNSELING CENTER, founded in 2022, is a small nonprofit in the Mental Health sector that reported $330K in total revenue in fiscal year 2025. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $303K left a modest 8% surplus.

Mission

Upward Counseling Center (UCC) is a group of passionate mental health clinicians who offer quality and affordable professional mental health services. It is our mission to promote awareness of mental health, and to help people build personal wholeness and healthy families. We provide individuals, couples, and family therapy through our licensed psychotherapists

🔒

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%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $116,211

Program Service Revenue $211,199

Investment Income $2,673

Other Revenue $0

TOTAL REVENUE $330,083

Expense Breakdown

Grants Paid $0

Salaries & Benefits $283,240

Fundraising Expenses $0

Program Expenses $250,229

Other Expenses $19,818

TOTAL EXPENSES $303,058

Year-over-Year Comparison

	2025	2024	Change
Revenue	$330,083	$279,111	+0.2%
Expenses	$303,058	$247,743	+0.2%
Net Income	$27,025	$31,368	-0.1%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Stanley Kuo	CEO	30.00	Officer	$0	$0	$0
Bill Leung	CFO	1.00	Officer	$0	$0	$0
Yuh-Sheng Edward Tsuei	Secretary	1.00	Officer	$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	$330,083	$303,058	$124,523	$27,025
2024	No data	No data	No data	No data

UPWARD COUNSELING CENTER