FIRST UP (EIN 236438144) - 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

1967

Legal Domicile

Principal Officer

CAROL AUSTIN

Phone

2158930130

Tax Period

2023-07-01 to 2024-06-30

FIRST UP, founded in 1967, is a community nonprofit in the Human Services sector that reported $5.3M in total revenue in fiscal year 2023. Revenue fell 43% from the prior year — a significant decline worth monitoring. Expenses of $5.1M left a modest 5% surplus.

Mission

EMPOWER AND EQUIP ADULTS INFLUENTIAL IN YOUNG CHILDREN'S LIVES TO POSITIVELY IMPACT EDUCATIONAL AND DEVELOPMENTAL OUTCOMES FOR YOUNG CHILDREN.

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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 $4,850,686

Program Service Revenue $251,789

Investment Income $227,290

Other Revenue $8,510

TOTAL REVENUE $5,338,275

Expense Breakdown

Grants Paid $141,116

Salaries & Benefits $3,125,210

Fundraising Expenses $497,875

Program Expenses $3,857,099

Other Expenses $1,815,119

TOTAL EXPENSES $5,081,445

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,338,275	$9,407,605	-0.4%
Expenses	$5,081,445	$5,114,582	0.0%
Net Income	$256,830	$4,293,023	-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

$152,774

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Carol Austin	Executive Director	40.0	Officer	$134,438	$18,336	$152,774
Michelle Taglialetela	President	2.5	Director	$0	$0	$0
Michael Cianchetta	Director	2.5	Director	$0	$0	$0
Brian Miner	Director	2.5	Director	$0	$0	$0
Kevin Cafferky	Director	2.5	Director	$0	$0	$0
Jaime Lokoff	Director	2.5	Director	$0	$0	$0
Cherie Crosby-Weeks	Director	2.5	Director	$0	$0	$0
Terrell Grier	Director	2.5	Director	$0	$0	$0
Maddy Rovinsky	Director	2.5	Director	$0	$0	$0
Donald Wargo	Director	2.5	Director	$0	$0	$0
Robyn Younger	Director	2.5	Director	$0	$0	$0
Deb Green	Director	2.5	Director	$0	$0	$0
Antonia Singleton	Director	2.5	Director	$0	$0	$0
Richard Marks	Director	2.5	Director	$0	$0	$0
Zakiyyah Boone	Director	2.5	Director	$0	$0	$0
Carol Wong	Director	2.5	Director	$0	$0	$0
Cindy Dumont	Director	2.5	Director	$0	$0	$0
James Plummer	Director	2.5	Director	$0	$0	$0
Tiffany Bias	Director	2.5	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	$5,338,275	$5,081,445	$10,545,000	$256,830
2023	$9,407,605	$5,114,582	$10,598,728	$4,293,023
2022	$6,412,446	$4,497,369	$5,473,150	$1,915,077
2021	$3,623,560	$4,408,078	$4,270,692	$-784,518
2020	$6,938,676	$3,902,849	$4,851,533	$3,035,827
2019	$3,059,907	$3,031,728	$1,291,988	$28,179

FIRST UP