ONWARD & UPWARD (EIN 208397173) - 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

2007

Legal Domicile

Principal Officer

RANDALL S DOWD

Phone

9077456687

Tax Period

2023-07-01 to 2024-06-30

ONWARD & UPWARD, founded in 2007, is a small nonprofit in the Education sector that reported $638K in total revenue in fiscal year 2023.

Mission

ONWARD & UPWARD IS AN EVIDENCE BASED ACCREDITED 501(C)(3) CHARITABLE NON- PROFIT ORGANIZATION FOUNDED TO PROMOTE A CULTURE OF ONE HEALTH IN ALASKA THROUGH EVIDENCE BASED ACTION FOR A MORE SUSTAINABLE FUTURE.

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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 $519,945

Program Service Revenue $111,249

Investment Income $2,021

Other Revenue $5,064

TOTAL REVENUE $638,279

Expense Breakdown

Grants Paid $0

Salaries & Benefits $516,767

Fundraising Expenses $44,664

Program Expenses $382,820

Other Expenses $162,803

TOTAL EXPENSES $679,570

Year-over-Year Comparison

	2023	2022	Change
Revenue	$638,279	$642,167	0.0%
Expenses	$679,570	$511,191	+0.3%
Net Income	$-41,291	$130,976	-1.3%

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

$75,108

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RANDALL S DOWD	EXECUTIVE DI	40.00	Officer	$75,108	$0	$75,108
KEVIN TOOTHAKER	PRESIDENT	0.50	Officer Director	$0	$0	$0
TONI RAFFERTY	TREASURER	0.50	Officer Director	$0	$0	$0
GIL CARR	SECRETARY	0.50	Officer Director	$0	$0	$0
BARBARA JOHNSON	DIRECTOR	0.50	Director	$0	$0	$0
EILEEN DAVEY	DIRECTOR	0.50	Director	$0	$0	$0
LINCOLN GARRICK	DIRECTOR	0.50	Director	$0	$0	$0
MARILYN BALLUTA	DIRECTOR	0.50	Director	$0	$0	$0
STEVEN RUBENSTEIN	DIRECTOR	0.50	Director	$0	$0	$0

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	$638,279	$679,570	$600,892	$-41,291
2023	$642,167	$511,191	$612,820	$130,976
2022	$437,743	$468,432	$515,987	$-30,689
2021	$457,799	$313,055	$214,922	$144,744
2020	$514,609	$439,449	$198,511	$75,160

ONWARD & UPWARD