UPSTREAM ARTS INC (EIN 204451219) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2006

Legal Domicile

Principal Officer

JULIE GUIDRY

Phone

6123314584

Tax Period

2023-07-01 to 2024-06-30

UPSTREAM ARTS INC, founded in 2006, is a small nonprofit in the Arts, Culture & Humanities sector that reported $949K in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum.

Mission

UPSTREAM ARTS USES THE POWER OF THE CREATIVE ARTS TO ACTIVATE AND AMPLIFY THE VOICE AND CHOICE OF INDIVIDUALS WITH DISABILITIES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $616,247

Program Service Revenue $334,089

Investment Income $7,044

Other Revenue $-8,323

TOTAL REVENUE $949,057

Expense Breakdown

Grants Paid $0

Salaries & Benefits $823,827

Fundraising Expenses $123,517

Program Expenses $622,500

Other Expenses $138,440

TOTAL EXPENSES $962,267

Year-over-Year Comparison

	2023	2022	Change
Revenue	$949,057	$771,093	+0.2%
Expenses	$962,267	$939,742	+0.0%
Net Income	$-13,210	$-168,649	-0.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$91,055

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVE ANDERSON	CHAIR	1.00	Officer Director	$0	$0	$0
TABITHA MONTGOMERY	TREASURER	1.00	Officer Director	$0	$0	$0
NOEL RAYMOND	SECRETARY	1.00	Officer Director	$0	$0	$0
PETER BEIERWALTES	DIRECTOR	1.00	Director	$0	$0	$0
KRISTIN BURGESS	DIRECTOR	1.00	Director	$0	$0	$0
REBECCA SLABY	DIRECTOR	1.00	Director	$0	$0	$0
ANN MACHELEDT	DIRECTOR	1.00	Director	$0	$0	$0
JULIE GUIDRY	EXECUTIVE DIRECTOR	40.00	Officer	$71,772	$19,283	$91,055

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$949,057	$962,267	$586,157	$-13,210
2023	$771,093	$939,742	$605,083	$-168,649
2022	$982,473	$912,302	$767,921	$70,171
2021	$1,055,637	$859,819	$806,686	$195,818
2020	$917,780	$836,266	$605,284	$81,514
2019	$873,350	$842,205	$386,535	$31,145

UPSTREAM ARTS INC