TEAM UP (EIN 237113221) - 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

1972

Legal Domicile

Principal Officer

LYNN URBAN

Phone

9702479444

Tax Period

2024-07-01 to 2025-06-30

TEAM UP, founded in 1972, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.8M in total revenue in fiscal year 2024.

Mission

WE UNITE AND SUPPORT LOCAL ORGANIZATIONS AND INDIVIDUALS IN ADDRESSING COMMUNITY-IDENTIFIED NEEDS TO HELP PEOPLE THRIVE IN SOUTHWEST COLORADO.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,619,520

Program Service Revenue $170,169

Investment Income $800

Other Revenue $5,319

TOTAL REVENUE $1,795,808

Expense Breakdown

Grants Paid $540,889

Salaries & Benefits $1,011,038

Fundraising Expenses $113,992

Program Expenses $1,613,774

Other Expenses $299,003

TOTAL EXPENSES $1,850,930

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,795,808	$1,868,002	0.0%
Expenses	$1,850,930	$1,731,669	+0.1%
Net Income	$-55,122	$136,333	-1.4%

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

218

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

$109,644

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LYNN URBAN	PRESIDENT &	40.00	Officer	$95,829	$13,815	$109,644
AMANDA ANDERSON	TRUSTEE	1.00	Director	$0	$0	$0
BRANDIE FLANN	TRUSTEE	1.00	Director	$0	$0	$0
JENNA GANNON-WAITE	TRUSTEE	1.00	Director	$0	$0	$0
WARD HOLMES	TRUSTEE	1.00	Director	$0	$0	$0
TARA KIENE	TRUSTEE	1.00	Director	$0	$0	$0
MEGAN MOOMEY LEWIS	TRUSTEE	1.00	Director	$0	$0	$0
VAUGHN MORRIS	TRUSTEE	1.00	Director	$0	$0	$0
AMIE BRYANT	CHAIR	1.00	Officer Director	$0	$0	$0
MORGAN DUFF	SECRETARY	1.00	Officer Director	$0	$0	$0
LAURA LEWIS-MARCHINO	TREASURER	1.00	Officer Director	$0	$0	$0
MATT KLAUSMEIER	CHAIR-ELECT	1.00	Officer 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	$1,795,808	$1,850,930	$1,099,485	$-55,122
2024	$1,868,002	$1,731,669	$1,180,806	$136,333
2023	$1,604,725	$1,437,228	$1,084,174	$167,497
2022	$1,758,737	$1,794,581	$938,240	$-35,844
2021	$1,592,398	$1,650,891	$1,042,919	$-58,493
2020	$1,414,577	$1,187,554	$850,293	$227,023
2019	$1,053,409	$1,122,713	$835,242	$-69,304

TEAM UP