SPEAKUP (EIN 232896812) - 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

1997

Legal Domicile

Principal Officer

MARTHA BERNICKER

Phone

6105199600

Tax Period

2023-07-01 to 2024-06-30

SPEAKUP, founded in 1997, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.2M in total revenue in fiscal year 2023. Expenses of $1.1M left a modest 7% surplus.

Mission

STARTING CONVERSATIONS. BUILDING RELATIONSHIPS. CREATING INCLUSIVE SCHOOL COMMUNITIES THAT HELP YOUTH THRIVE.

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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 $1,023,786

Program Service Revenue $61,100

Investment Income $85,324

Other Revenue $0

TOTAL REVENUE $1,170,210

Expense Breakdown

Grants Paid $0

Salaries & Benefits $528,101

Fundraising Expenses $171,920

Program Expenses $789,550

Other Expenses $565,445

TOTAL EXPENSES $1,093,546

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,170,210	$1,224,739	0.0%
Expenses	$1,093,546	$962,057	+0.1%
Net Income	$76,664	$262,682	-0.7%

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

$86,285

Total Directors

$425

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TAMRA KLERR	PRESIDENT	1.00	Officer Director	$0	$0	$0
JONATHAN JACKSON	SECRETARY	1.00	Officer Director	$425	$0	$425
JESSICA PHELAN	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
BRYAN CARTER	TREASURER	1.00	Officer Director	$0	$0	$0
STEPHEN PILTCH	CO-TREASURER	1.00	Officer Director	$0	$0	$0
MARTHA W GILLIN	FOUNDER, DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN GILLIN	DIRECTOR	1.00	Director	$0	$0	$0
DAMIAN LONG	DIRECTOR	1.00	Director	$0	$0	$0
MONICA STEIGERWALD	DIRECTOR	1.00	Director	$0	$0	$0
CALLY SULLIVAN	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT THORNTON	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN R TREAT	DIRECTOR	1.00	Director	$0	$0	$0
MATT GILLIN	BOARD MEMBER EMERITUS	1.00	Director	$0	$0	$0
MARTHA G BERNICKER	EXECUTIVE DIRECTOR	40.00	Officer	$76,875	$8,985	$85,860

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	$1,170,210	$1,093,546	$1,981,470	$76,664
2023	$1,224,739	$962,057	$2,083,648	$262,682
2022	$787,328	$802,002	$1,477,300	$-14,674
2021	$1,099,908	$784,906	$1,464,533	$315,002
2020	$988,463	$902,130	$1,254,853	$86,333
2019	$1,096,127	$766,082	$1,047,370	$330,045
2018	$781,218	$687,567	$710,407	$93,651

SPEAKUP