UPWARD BOUND SENIOR VILLA INC (EIN 954468960) - 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

1994

Legal Domicile

Principal Officer

CHRISTINE MIRASY-GLASCO

Phone

3104587779

Tax Period

2023-01-01 to 2023-12-31

UPWARD BOUND SENIOR VILLA INC, founded in 1994, is a small nonprofit in the Housing & Shelter sector that reported $576K in total revenue in fiscal year 2023. Expenses of $732K exceeded revenue, resulting in a 27% operating deficit.

Mission

OWNS AND OPERATES A 69-UNIT APARTMENT COMPLEX FOR LOW-INCOME SENIOR CITIZENS

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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 (2023)

Revenue Breakdown

Contributions & Grants $298,707

Program Service Revenue $270,826

Investment Income $5,199

Other Revenue $971

TOTAL REVENUE $575,703

Expense Breakdown

Grants Paid $0

Salaries & Benefits $162,403

Fundraising Expenses $0

Program Expenses $640,093

Other Expenses $569,748

TOTAL EXPENSES $732,151

Year-over-Year Comparison

	2023	2022	Change
Revenue	$575,703	$564,754	+0.0%
Expenses	$732,151	$689,570	+0.1%
Net Income	$-156,448	$-124,816	+0.3%

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

$239,198

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTINE MIRASY-GLASCO	CEO & PRESIDENT	40.00	Officer	$0	$10,767	$239,198
CINDY MAROUN	PRESIDENT	5.00	Officer Director	$0	$0	$0
GLENDA MARTINEZ	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
TRACY EDWARDS	TREASURER	5.00	Officer Director	$0	$0	$0
RYAN LEGGIO	SECRETARY	5.00	Officer Director	$0	$0	$0
ALBERT P VERA	DIRECTOR	1.00	Director	$0	$0	$0
BOOKER PEARSON	DIRECTOR	1.00	Director	$0	$0	$0
CINDY MCQUADE	DIRECTOR	1.00	Director	$0	$0	$0
JAMIE TIERNEY	DIRECTOR	1.00	Director	$0	$0	$0
JANE SPIEGEL	DIRECTOR	1.00	Director	$0	$0	$0
KIM DEFENDERFER	DIRECTOR	1.00	Director	$0	$0	$0
KITTY WALLACE	DIRECTOR	1.00	Director	$0	$0	$0
REVEREND PATRICIA FARRIS	DIRECTOR	1.00	Director	$0	$0	$0
RUSSELL WHITTENBURG	DIRECTOR	1.00	Director	$0	$0	$0
TOM WILSON	DIRECTOR	1.00	Director	$0	$0	$0
YSETTE WITTEVEEN	DIRECTOR	1.00	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	No data	No data	No data	No data
2023	$575,703	$732,151	$5,555,984	$-156,448
2022	$564,754	$689,570	$5,836,177	$-124,816
2021	$581,226	$766,859	$5,876,455	$-185,633
2020	$507,980	$717,975	$6,107,895	$-209,995
2019	$474,805	$684,987	$6,269,434	$-210,182
2018	$479,775	$686,900	$6,385,392	$-207,125

UPWARD BOUND SENIOR VILLA INC