Nonprofit · EIN 33-0431802
UPWARD BOUND STUDY CENTER INC
Tax-exempt · MONTEREY PARK, CA 91755
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $242,068 | $181,636 | $60,432 | $322,592 | $93,301 | $229,291 |
| December 31, 2024 | 990 | $306,737 | $218,127 | $88,610 | $292,025 | $123,166 | $168,859 |
| December 31, 2023 | 990 | $241,747 | $317,684 | -$75,937 | $239,964 | $159,715 | $80,249 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $178,197
- Program service revenue
- $45,612
- Investment income
- $0
- Net income from fundraising events
- $14,516
- Other revenue
- $18,259
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $87,053
- Salaries, compensation and benefits (total)
- $102,414
- Professional fundraising fees
- $0
- Accounting fees
- $3,539
- Occupancy
- $54,239
- Program services (functional)
- $142,014
- Management and general (functional)
- $29,172
- Fundraising (functional)
- $10,450
Balance sheet and other
- Total assets, start of year
- $292,025
- Total assets, end of year
- $322,592
- Total liabilities, end of year
- $93,301
- Net assets, end of year
- $229,291
- Net assets without donor restrictions
- $229,291
- Gross receipts
- $260,367
- Employees
- 11
- Volunteers
- 30
- Year formed
- 1990
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sze-Lok Lam | Director of Operation Key employee | 40 | $50,000 |
| Lynn Du Tran | Board Member Trustee or director | 1 | $0 |
| Sandy Lam | Board Member Trustee or director | 1 | $0 |
| Andrew Kwong | Board Chair Officer | 1 | $0 |
| Kevin Hu | Secretary Officer | 1 | $0 |
| Howard Yang | Board Treasurer Officer | 1 | $0 |
990 for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sze-Lok Lam | Director of Operation Key employee | 40 | $47,917 |
| Qiqin Li | Education Coordinator Key employee | 40 | $21,267 |
| Lynn Du Tran | Board Member Trustee or director | 1 | $0 |
| Sandy Lam | Board Member Trustee or director | 1 | $0 |
| Andrew Kwong | Board Chair Officer | 1 | $0 |
| Kevin Hu | Secretary Officer | 1 | $0 |
| Howard Yang | Board Treasurer Officer | 1 | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sze-Lok Lam | Director of Operation Key employee | 40 | $61,047 |
| Qiqin Li | Education Coordinator Key employee | 40 | $35,382 |
| Lynn Du Tran | Board Member Trustee or director | 1 | $0 |
| Jonathan Fung | Board Member Trustee or director | 1 | $0 |
| Andrew Kwong | Board Chair Officer | 1 | $0 |
| Kevin Hu | Secretary Officer | 1 | $0 |
| Howard Yang | Board Treasurer Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 603 N NEW AVE STE E, MONTEREY PARK, CA 91755-1479
- Principal officer (990 for 2025)
- SZE LOK LAM, 738 FRAZIER AVE UNIT G, BALDWIN PARK, CA 91706
- Signed the 990
- Howard Yang, Treasurer
- Phone
- (626) 288-5171
- Website
- www.ubsc.org
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0431802 or by the name UPWARD BOUND STUDY CENTER INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
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.
Program accomplishments
- Summer Program: Provide Summer School Tutoring Program & ActivitiesExpenses $34,294 · revenue $13,085
- Adult Program: Teaching English as a Second Language, conduct citizenship classExpenses $6,859 · revenue $2,150
- After School Program: Proving tutoring program for Elementary, Junior High and High School StudentsExpenses $93,328 · revenue $30,377
- Community Building - $7,533.00Expenses $7,533
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 33-0431802
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1995
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Unknown (Z99Z)
- Assets (IRS master file)
- $322,592
- Income (IRS master file)
- $260,367
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $242,068 | $181,636 | $322,592 | IRS |
| 990 | December 2024 | $306,737 | $218,127 | $292,025 | IRS |
| 990 | December 2023 | $241,747 | $317,684 | $239,964 | XML |
| 990 | December 2022 | $283,159 | $258,937 | $272,314 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 33-0431802).
Questions about UPWARD BOUND STUDY CENTER INC
- What is the EIN of UPWARD BOUND STUDY CENTER INC?
- The employer identification number (EIN) of UPWARD BOUND STUDY CENTER INC is 33-0431802.
- Is UPWARD BOUND STUDY CENTER INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to UPWARD BOUND STUDY CENTER INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UPWARD BOUND STUDY CENTER INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UPWARD BOUND STUDY CENTER INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UPWARD BOUND STUDY CENTER INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of UPWARD BOUND STUDY CENTER INC?
- The 990 for the year ended December 31, 2025 names SZE LOK LAM.
- Who are the officers and directors of UPWARD BOUND STUDY CENTER INC?
- The 990 for the year ended December 31, 2025 lists 6 people; 1 received compensation from the organization, the highest $50,000 (Sze-Lok Lam, Director of Operation).
- How much revenue does UPWARD BOUND STUDY CENTER INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $242,068, expenses of $181,636 and total assets of $322,592 at year end.
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