UP EDUCATION NETWORK (EIN 272194956) - 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

2010

Legal Domicile

Principal Officer

HILLARY CASSON

Phone

6173075980

Tax Period

2024-07-01 to 2025-06-30

UP EDUCATION NETWORK, founded in 2010, is a community nonprofit in the Education sector that reported $2.4M in total revenue in fiscal year 2024. Revenue fell 30% from the prior year — a significant decline worth monitoring. Expenses of $2.8M exceeded revenue, resulting in a 14% operating deficit.

Mission

UP EDUCATION NETWORK IS A SCHOOL TURNAROUND ORGANIZATION WHOSE MISSION IS TO RAPIDLY TRANSFORM CHRONICALLY UNDERPERFORMING DISTRICT SCHOOLS INTO EXTRAORDINARY SCHOOLS THAT SUSTAIN HIGH ACHIEVEMENT OVER TIME.

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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 $700,229

Program Service Revenue $1,600,000

Investment Income $133,281

Other Revenue $-9,030

TOTAL REVENUE $2,424,480

Expense Breakdown

Grants Paid $3,750

Salaries & Benefits $2,166,528

Fundraising Expenses $272,825

Program Expenses $2,088,986

Other Expenses $590,777

TOTAL EXPENSES $2,768,815

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,424,480	$3,488,137	-0.3%
Expenses	$2,768,815	$3,055,475	-0.1%
Net Income	$-344,335	$432,662	-1.8%

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

150

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

$616,011

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EMILY GREEN	BOARD CHAIR	4.00	Officer Director	$0	$0	$0
VERONICA CONFIRME	BOARD MEMBER	4.00	Director	$0	$0	$0
RHONDA BARNES	BOARD MEMBER	4.00	Director	$0	$0	$0
J GUSTAVO	BOARD MEMBER	4.00	Director	$0	$0	$0
OWEN WURZBACHER	BOARD MEMBER	4.00	Director	$0	$0	$0
ELLEN DALEY	BOARD MEMBER	4.00	Director	$0	$0	$0
MATTHEW HANSON	BOARD MEMBER (AS OF 08/2024)	4.00	Director	$0	$0	$0
CALEB GAYLE	BOARD MEMBER (AS OF 06/2025)	4.00	Director	$0	$0	$0
HILLARY CASSON	CHIEF EXECUTIVE OFFICER	40.00	Officer	$244,375	$31,591	$275,966
MIKE BOWER	CHIEF OPERATING OFFICER	40.00	Officer	$169,744	$2,202	$171,946
ASHLEY HUTCHINSON O'CONNOR	CFO (AS OF 07/2024)	40.00	Officer	$137,500	$30,599	$168,099
MARIANNE NIEMAN	MANAGING DIRECTOR OF TALENT	40.00	Highest	$140,070	$11,690	$151,760
JAIME KEARNEY	DIRECTOR OF DATA	40.00	Highest	$126,103	$22,181	$148,284
JULIANNA MORRALL	CHIEF DEVELOPMENT OFFICER	40.00	Highest	$115,678	$30,401	$146,079
COURTNEY SWARTZ	DIRECTOR OF ACADEMICS	40.00	Highest	$123,968	$20,691	$144,659
CJ THOMAS	DIRECTOR OF TECHNOLOGY	40.00	Highest	$112,750	$22,047	$134,797

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	$2,424,480	$2,768,815	$2,114,423	$-344,335
2024	$3,488,137	$3,055,475	$3,383,928	$432,662
2023	$2,981,135	$3,941,515	$2,530,669	$-960,380
2022	$4,839,856	$6,557,955	$3,246,935	$-1,718,099
2021	$6,761,343	$5,962,055	$5,199,995	$799,288
2020	$6,072,153	$5,608,636	$5,698,783	$463,517
2019	$6,457,938	$6,199,208	$4,105,199	$258,730
2018	$7,576,434	$7,621,726	$4,096,779	$-45,292

UP EDUCATION NETWORK