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.

501(c)(3) charity; gifts are tax-deductible.
79¢ of each $1 spent went to programs.
$321K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
0 of 2
filings with a surplus
Average deficit $28K a year · 2% of revenue · last 2 filings
Concern: a surplus in 0 of the last 2 filings.
Pt I · Ln 19 · 2 filings
Spent on programs
79%
of spending
Looks good: 79% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$321K
to officers and key staff · 18% of spending
Fine: pay to officers and key staff is 18% of spending; 15% to 20%.
Pt VII · Sec A
<1 mo
of spending, in cash
Concern: 0.1 months of spending in cash; under 2 weeks.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$146K
191% of total assets
Concern: liabilities are 191% of assets; over 80%.
Pt X · Ln 26
Independent board members
1
of 5 voting members
Worth a look: 1 of 5 voting members are independent, under half.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.7M
+39% vs prior year
Spent
$1.8M
To programs
79%
Net assets
−$70K
By yearFY2022–FY2024
Revenue
$1.7M
FY2024▲ +39%
Tap a bar for its year
Revenue by fiscal year
FY2022$151K
FY2023$1.3M
FY2024$1.7M
Expenses
$1.8M
FY2024▲ +36%
Tap a bar for its year
Expenses by fiscal year
FY2022Not on file
FY2023$1.3M
FY2024$1.8M
Net assets
−$70K
FY2024▼ -32%
Tap a bar for its year
Net assets by fiscal year
FY2022−$13K
FY2023−$53K
FY2024−$70K

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in May 2022.

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

Where the money goes

79 cents of each dollar spent went to programs.

Program services 79% · $1.4M Management & general 21% · $364K

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

5 people listed on the 990; $321K paid to officers and key staff.

Part VII, Section A · reportable compensation
Vice President
$134,600Pt VII · Sec A
Secretary
$71,273Pt VII · Sec A
Director of Operations and Coordination
$57,625Pt VII · Sec A
Treasurer
$57,388Pt VII · Sec A
$0Pt VII · Sec A

Lori Brummel’s $135K as Vice President is at the 56th percentile of top reported officer pay among 3395 $1–10M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 6 named individuals · Part VII

NameFY2024FY2023
Lori Brummel$134,600—
Luz Terrazas$71,273—
Timothy Chaidez$57,625—
Corina Mora$57,388—
Lakesha Harris—$13,200
Christopher Chaidez—$8,000

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 School INC executive salaries →

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Questions the 990 asks

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

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo
  • Loans to or from officersSch L · Pt II1 listed

Programs and updates

Helps students finish high school and succeed in college.

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Provided by the organization

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3 programs · $1.2M · in their own filed words · FY2024
01

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.

$526Kprogram expense
02

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.

$365Kprogram expense
03

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…

$274Kprogram expense

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$1.7M
Ln 12
Fees for servicesLn 2g$1.7M
Gifts and grantsLn 1h$146
Money outPt IX
$1.8M
Ln 25
Programscol B$1.4M
Managementcol C$364K
Owns and owesPt X
−$70K
net assets · Ln 32
Cash and savingsLn 1–2$8K
Total assetsLn 16$77K
LiabilitiesLn 26$146K
PeoplePt VI, VII
5
listed · VII A
PaidVII A4
Voting boardVI 1a5
IndependentVI 1b1
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$146
Government grantsLn 1e$0
Noncash giftsLn 1g$0
Fundraising eventsLn 1c$0
Fees for servicesLn 2g$1.7M
Total revenueLn 12$1.7M
Assets in detailPt X, end of year
CashLn 1$8K
Cash and savings togetherLn 1–2$8K
Land, buildings, equipmentLn 10c$58K
Other assetsLn 15$7K
Total assetsLn 16$77K
LiabilitiesLn 26$146K
Net assetsLn 32−$70K
OperationsPt I, VI
EmployeesI 524
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$9K$8K
Land, buildings, equipmentLn 10c$58K
Total assetsLn 16$101K$77K
LiabilitiesLn 26$154K$146K
Net assetsLn 32−$53K−$70K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$321K$280K$41K
Other salaries and wagesLn 7$517K$388K$129K
Other employee benefitsLn 9$66K$66K
Payroll taxesLn 10$56K$41K$15K
Legal feesLn 11b$751$388$363
Accounting feesLn 11c$9K$9K
Other fees for servicesLn 11g$531K$507K$24K
Advertising and promotionLn 12$6K$50$6K
Office expensesLn 13$61K$42K$19K
Information technologyLn 14$7K$2K$5K
RoyaltiesLn 15$0
OccupancyLn 16$100K$100K
TravelLn 17$13K$3K$10K
Depreciation, depletion and amortizationLn 22$7K$7K
InsuranceLn 23$30K$17K$12K
Other expenses (24a–d)Ln 24$36K$15K$21K$0
Total functional expensesLn 25$1.8M$1.4M$364K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $1.7M$1.8M−$17K−$70K 990 PDF
FY2023 $1.3M$1.3M−$40K−$53K 990 PDF
FY2022 $151K−$13K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $1,743,668 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $105$146
I-9 Program service revenuePrior year $1,256,206$1,743,522
I-10 Investment incomePrior year $0$0
I-11 Other revenuePrior year $10$0
I-12 Total revenuePrior year $1,256,321$1,743,668
I-13 Grants and similar amounts paidPrior year $25$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $416,386$959,422
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $879,544$801,013
I-18 Total expensesPrior year $1,295,955$1,760,435
I-19 Revenue less expensesPrior year −$39,634−$16,767
Part VI · Governance 1 of 5 board members independent, 3 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members1
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyNo
VI-15a Process for setting top official's payNo
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $1,743,668 across 10 lines filed
VIII-1a Federated campaigns$0
VIII-1b Membership dues$0
VIII-1c Fundraising events$0
VIII-1d Related organizations$0
VIII-1e Government grants$0
VIII-1f All other contributions, gifts and grants$146
VIII-1g Noncash contributions (included above)$0
VIII-1h Total contributions, gifts and grants$146
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,743,522 · Unrelated business $0 · Excluded from tax $0$1,743,522
VIII-12 Total revenueRelated to mission $1,743,522 · Unrelated business $0 · Excluded from tax $0$1,743,668
Part IX · Statement of functional expenses $1,760,435 across 16 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $280,113 · Management $40,773$320,886
IX-7 Other salaries and wagesPrograms $388,018 · Management $128,512$516,530
IX-9 Other employee benefitsManagement $65,972$65,972
IX-10 Payroll taxesPrograms $41,299 · Management $14,735$56,034
IX-11b Legal feesPrograms $388 · Management $363$751
IX-11c Accounting feesManagement $9,260$9,260
IX-11g Other fees for servicesPrograms $506,751 · Management $24,064$530,815
IX-12 Advertising and promotionPrograms $50 · Management $5,985$6,035
IX-13 Office expensesPrograms $41,917 · Management $18,947$60,864
IX-14 Information technologyPrograms $2,432 · Management $4,782$7,214
IX-15 Royalties$0
IX-16 OccupancyPrograms $99,919$99,919
IX-17 TravelPrograms $3,099 · Management $10,207$13,306
IX-22 Depreciation, depletion and amortizationManagement $7,462$7,462
IX-23 InsurancePrograms $17,333 · Management $12,352$29,685
IX-24 Other expenses (24a–d)Programs $15,145 · Management $20,557 · Fundraising $0$35,702
IX-25 Total functional expensesPrograms $1,396,464 · Management $363,971 · Fundraising $0$1,760,435
Part X · Balance sheet $76,560 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $9,117$7,968
X-9 Prepaid expenses and deferred chargesStart of year $10,552$4,066
X-10c Land, buildings and equipment, net$57,526
X-15 Other assets$7,000
X-16 Total assetsStart of year $100,674$76,560
X-17 Accounts payable and accrued expensesStart of year $153,506$80,385
X-26 Total liabilitiesStart of year $153,756$146,409
X-27 Net assets without donor restrictionsStart of year −$53,082−$69,849
X-28 Net assets with donor restrictionsStart of year $0$0
X-32 Total net assets or fund balancesStart of year −$53,082−$69,849
X-33 Total liabilities and net assetsStart of year $100,674$76,560
Part XI · Reconciliation of net assets −$69,849 net assets at year end
XI-1 Total revenue$1,743,668
XI-2 Total expenses$1,760,435
XI-3 Revenue less expenses−$16,767
XI-4 Net assets at start of year−$53,082
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−$69,849

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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