ZUnclassifiedEIN: 954288926· Ruling Year: 1995

Upward Bound House

Santa Monica, California

AHealth Score
85A

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Excellent

How This Organization Compares

Compared to 22 peers in Unclassified with $1M-$10M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org1.32×
Peer Median15.40×
💰
$9.0M
Total Revenue
📊
$8.5M
Total Expenses
🏦
$11.3M
Net Assets
📋
$2.1M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+28.2%
Year-over-year change (2022 → 2023)
Net Margin
+5.5%
Revenue minus expenses as % of revenue
Working Capital Ratio
1.32
Net assets divided by total expenses
Liabilities-to-Assets
15.8%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$9,022,32328%$8,525,68029%$13,380,9284%
2022$7,035,1163%$6,600,0279%$12,850,4984%
2021$6,835,15214%$6,080,2855%$12,367,8904%
2020$7,908,2849%$5,778,85011%$11,926,20611%
2019$7,228,28663%$5,213,58519%$10,729,32917%
2018$4,431,76426%$4,376,37342%$9,133,0951%
2017$3,517,37229%$3,077,97829%$9,044,1808%
2016$2,735,8795%$2,391,54912%$8,352,5654%
2015$2,606,06019%$2,725,11322%$8,060,833
2014$2,182,3885%$2,233,7495%$8,099,7141%
2013$2,287,3349%$2,135,3968%$8,149,1522%
2012$2,097,86237%$1,986,39525%$8,002,7181%
2011$1,536,463$1,593,695$7,885,076

Frequently Asked Questions

What does Upward Bound House do?

Upward Bound House is a unclassified nonprofit organization based in California. It is classified under NTEE code Z99Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Upward Bound House financially healthy?

Based on our 9-metric Financial Health Score model, Upward Bound House has a score of 85/100 (Grade: A). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Upward Bound House generate?

Upward Bound House reports $9.7M in annual revenue and holds $13.8M in total assets, based on IRS filings.

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