Upcounty Community Resources Inc
Nonprofit profile at a glance
- EIN
- 461746790
- IRS 990 coverage
- 2021–2024
- Forms available
- Form 990 2024, Form 990-EZ 2020, Form 990-N 2015
- Location
- Germantown, MD, USA
- Phone
- 2406140444
- Rating
- 58
- Verdict
- MIXED
- Rating confidence
- Moderate
- Sector
- Developmentally Disabled Centers
Reported finances
- Revenue
- $268,516
- Expenses
- $214,541
- Assets
- $259,563
- Liabilities
- $13,152
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
12 people listed
People named in this filing
- Rachel Chung (Chairperson)
- Barbara Pope (Member)
- Henry Clarke (Member)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Upcounty Community Resources, Inc (UCR) provides a supportive and engaging environment to community members where they can learn and grow together while participating in therapeutic programs, community inclusion activities, job training and social activities. UCR offers multiple scholarships and continues to work closely with Montgomery County Recreation, Montgomery County Government, and community partners to meet the needs of Montgomery County families. We are strong advocates at the state and national level.
What it reported doing in 2024
Upcounty Community Resources, Inc (UCR) provides a supportive and engaging environment to community members where they can learn and grow together while participating in therapeutic programs, community inclusion activities and social activities. UCR provides virtual programs in addition to 1:1 in-person programming. We work closely with community partners and local government to meet the needs of upper Montgomery County residents with disabilities. We are strong advocates at the local, state, and national level.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Direct operator. The filing allocates 99% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
MIXED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 24
- Transparency & Controls: 92
- Accountability: 64
- Sustainability: 60
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 24.4%; rating input score 24
- Program expense ratio: 31.3%; rating input score 31
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 1 of 7 controls in place; rating input score 14
- Conflict-of-interest policy: Fail
- Whistleblower policy: Fail
- Document-retention policy: Fail
- CEO compensation review process: NotApplicable
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Fail
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 20.1%; rating input score 74; 74th percentile among comparable filings
- Total-asset coverage ratio: 1.21; rating input score 46; 46th percentile among comparable filings
- Liabilities to assets ratio: 0.05; rating input score 32; 32nd percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 69; 69th percentile among comparable filings
Growth
- Program expense growth: 7.3% per year; rating input score 100; 62nd percentile among comparable filings
- Revenue growth: 9.9% per year; rating input score 100; 72nd percentile among comparable filings
- Asset growth: 24.3% per year; rating input score 100; 88th percentile among comparable filings
Details
- Where the money goes: 24.4% of revenue deployed · 31.3% of spending went to programs
- Governance: 12 of 12 board members independent · 1 of 7 filing controls reported
- Programs: 1 filed program accomplishment · $67K in reported program spending
- Leadership: top reported pay $0 · 12 people listed
- Consistency: 24 of 24 current checks pass
- Schedules: 5 filed schedules · includes major donors
- Filing history: 4 filing years from 2021 to 2024
- Contacts: How to reach this organization
- Money network: Resolved incoming and outgoing counterparties from filed money flows.
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Financial Efficiency: Mission deployment rate scored 24/100.
- Moderate — Financial Efficiency: Program expense ratio scored 31/100.
- High — Accountability: Governance controls: 5 of 6 not reported.
- Moderate — Sustainability: Total-asset coverage ratio scored 46/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 32/100.