Upward Bound Study Center INC

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Upward Bound Study Center is a 501(c)(3) non-profit educational organization that has served new immigrants in the San Gabriel Valley of Greater Los Angeles area through education and community formation since 1990. We strive to empower the community by providing its members with a place to learn, relate, and dream together.

Form 990 Part I, line 1, FY2025. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 33-0431802) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
78¢ of each $1 spent went to programs.
Run by 30 volunteers and 11 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $30K a year · 12% of revenue · last 6 filings
A surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
78%
of spending
78% of spending went to programs.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$50K
to officers and key staff · 28% of spending
Pay to officers and key staff is 28% of spending.
Part VII, Section A
21.2 mo
of spending, in cash
21.2 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $1K
1 funder names it on their filings.
Funders’ Sch. I, 990-PF
Liabilities
$93K
29% of total assets
Liabilities are 29% of assets.
Pt X · Ln 26
Independent board members
5
of 5 voting members
5 of 5 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$242K
-21% vs prior year
Spent
$182K
To programs
78%
Net assets
$229K
By yearFY2020–FY2025
Revenue
$242K
FY2025▼ -21%
Tap a bar for its year
Revenue by fiscal year
FY2020$221K
FY2021$230K
FY2022$283K
FY2023$242K
FY2024$307K
FY2025$242K
Expenses
$182K
FY2025▼ -17%
Tap a bar for its year
Expenses by fiscal year
FY2020$171K
FY2021$201K
FY2022$259K
FY2023$318K
FY2024$218K
FY2025$182K
Net assets
$229K
FY2025▲ +36%
Tap a bar for its year
Net assets by fiscal year
FY2020$111K
FY2021$141K
FY2022$165K
FY2023$80K
FY2024$169K
FY2025$229K

From the FY2025 Form 990 · see the original

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jun 1995.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

78 cents of each dollar spent went to programs.

Program services 78% · $142K Management & general 16% · $29K Fundraising 6% · $10K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

6 people listed on the 990; $50K paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation
Director of Operation
$50,000Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Chair
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Board Treasurer
$0Pt VII · Sec A

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Sze-Lok Lam$50,000$47,917$61,047$60,110$55,120$57,120
Qiqin Li—$21,267$35,382———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Upward Bound Study Center INC executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Empowers immigrants through education and community building in the San Gabriel Valley.

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3 programs · $134K · in their own filed words · FY2025
01

After School Program

Proving tutoring program for Elementary, Junior High and High School Students

Form 990 Part III, line 4, FY2025. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 33-0431802) · Dispute this line
$93Kprogram expense
02

Summer Program

Provide Summer School Tutoring Program & Activities

Form 990 Part III, line 4, FY2025. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 33-0431802) · Dispute this line
$34Kprogram expense
03

Adult Program

Teaching English as a Second Language, conduct citizenship class

Form 990 Part III, line 4, FY2025. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 33-0431802) · Dispute this line
$7Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 1 funder$1K

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$242K
Ln 12
Gifts and grantsLn 1h$178K
Fees for servicesLn 2g$46K
Other incomeLn 4–11$18K
Money outPt IX
$182K
Ln 25
Programscol B$142K
Managementcol C$29K
Fundraisingcol D$10K
Owns and owesPt X
$229K
net assets · Ln 32
Cash and savingsLn 1–2$321K
Total assetsLn 16$323K
LiabilitiesLn 26$93K
PeoplePt VI, VII
6
listed · VII A
PaidVII A1
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$178K
Government grantsLn 1e$0
Noncash giftsLn 1g$0
Fundraising eventsLn 1c$106K
Fees for servicesLn 2g$46K
Other incomeLn 4–11$18K
Total revenueLn 12$242K
Assets in detailPt X, end of year
CashLn 1$321K
Cash and savings togetherLn 1–2$321K
Other assetsLn 15$2K
Total assetsLn 16$323K
LiabilitiesLn 26$93K
Net assetsLn 32$229K
OperationsPt I, VI
EmployeesI 511
VolunteersI 630
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$270K$321K
Total assetsLn 16$292K$323K
LiabilitiesLn 26$123K$93K
Net assetsLn 32$169K$229K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of officers and key staff (Part IX, line 5)Ln 5$87K$70K$13K$4K
Other employee benefitsLn 9$8K$7K$1K$420
Payroll taxesLn 10$7K$6K$1K$348
Accounting feesLn 11c$4K$3K$531$177
Other fees for servicesLn 11g$2K$2K
Office expensesLn 13$3K$2K$375$125
Information technologyLn 14$354$282$53$19
OccupancyLn 16$54K$43K$8K$3K
InterestLn 20$2K$2K$362$122
InsuranceLn 23$5K$4K$729$243
Other expenses (24a–d)Ln 24$9K$6K$1K$2K
All other expensesLn 24e$0
Total functional expensesLn 25$182K$142K$29K$10K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest ViewingFiled with the IRS Apr 27, 2026 $242K$182K$60K$229K 990 PDF
FY2024Filed with the IRS May 13, 2025 $307K$218K$89K$169K 990 PDF
FY2023Filed with the IRS May 14, 2024 $242K$318K−$76K$80K 990 PDF
FY2022Filed with the IRS May 11, 2023 $283K$259K$24K$165K 990 PDF
FY2021Filed with the IRS Apr 21, 2022 $230K$201K$30K$141K 990 PDF
FY2020Filed with the IRS Jan 6, 2022 $221K$171K$50K$111K 990 PDF

Schedules filed Part IV

A · Public support B · Donors D · Assets and endowments G · Fundraising O · Explanations
See the full FY2025 990
Part I · Summary $242,068 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $232,898$178,197
I-9 Program service revenuePrior year $58,709$45,612
I-10 Investment incomePrior year $0$0
I-11 Other revenuePrior year $15,130$18,259
I-12 Total revenuePrior year $306,737$242,068
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $140,206$102,414
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $77,921$79,222
I-18 Total expensesPrior year $218,127$181,636
I-19 Revenue less expensesPrior year $88,610$60,432
Part VI · Governance 5 of 5 board members independent, 4 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members5
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $242,068 across 13 lines filed
VIII-1a Federated campaigns$0
VIII-1b Membership dues$0
VIII-1c Fundraising events$105,695
VIII-1d Related organizations$7,740
VIII-1e Government grants$0
VIII-1f All other contributions, gifts and grants$64,762
VIII-1g Noncash contributions (included above)$0
VIII-1h Total contributions, gifts and grants$178,197
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $45,612 · Unrelated business $0 · Excluded from tax $0$45,612
VIII-6 Net rental income or lossRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-8 Net income from fundraising eventsUnrelated business $0 · Excluded from tax $14,516$14,516
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $3,743 · Unrelated business $0 · Excluded from tax $0$3,743
VIII-12 Total revenueRelated to mission $49,355 · Unrelated business $0 · Excluded from tax $14,516$242,068
Part IX · Statement of functional expenses $181,636 across 12 lines filed
IX-5 Pay of officers and key staff (Part IX, line 5)Programs $69,642 · Management $13,058 · Fundraising $4,353$87,053
IX-9 Other employee benefitsPrograms $6,715 · Management $1,259 · Fundraising $420$8,394
IX-10 Payroll taxesPrograms $5,574 · Management $1,045 · Fundraising $348$6,967
IX-11c Accounting feesPrograms $2,831 · Management $531 · Fundraising $177$3,539
IX-11g Other fees for servicesManagement $2,155$2,155
IX-13 Office expensesPrograms $2,004 · Management $375 · Fundraising $125$2,504
IX-14 Information technologyPrograms $282 · Management $53 · Fundraising $19$354
IX-16 OccupancyPrograms $43,391 · Management $8,136 · Fundraising $2,712$54,239
IX-20 InterestPrograms $1,933 · Management $362 · Fundraising $122$2,417
IX-23 InsurancePrograms $3,886 · Management $729 · Fundraising $243$4,858
IX-24 Other expenses (24a–d)Programs $5,756 · Management $1,469 · Fundraising $1,931$9,156
IX-24e All other expenses$0
IX-25 Total functional expensesPrograms $142,014 · Management $29,172 · Fundraising $10,450$181,636
Part X · Balance sheet $322,592 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $270,186$320,692
X-15 Other assetsStart of year $21,839$1,900
X-16 Total assetsStart of year $292,025$322,592
X-19 Deferred revenueStart of year $8,724$5,946
X-24 Unsecured notes and loans payableStart of year $89,024$86,617
X-25 Other liabilitiesStart of year $25,418$738
X-26 Total liabilitiesStart of year $123,166$93,301
X-27 Net assets without donor restrictionsStart of year $168,859$229,291
X-28 Net assets with donor restrictionsStart of year $0$0
X-32 Total net assets or fund balancesStart of year $168,859$229,291
X-33 Total liabilities and net assetsStart of year $292,025$322,592
Part XI · Reconciliation of net assets $229,291 net assets at year end
XI-1 Total revenue$242,068
XI-2 Total expenses$181,636
XI-3 Revenue less expenses$60,432
XI-4 Net assets at start of year$168,859
XI-5 Net unrealized gains (losses) on investments$0
XI-6 Donated services and use of facilities$0
XI-7 Investment expenses$0
XI-8 Prior period adjustments$0
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$229,291

Form 990 e-file FY2025 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File

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