Upstate Fatherhood Coalition (EIN 300200022) - 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

2005

Legal Domicile

Principal Officer

B Kelly Walker

Phone

8642414464

Tax Period

2023-10-01 to 2024-09-30

Upstate Fatherhood Coalition, founded in 2005, is a community nonprofit in the Education sector that reported $1.1M in total revenue in fiscal year 2023. Revenue decreased 19% compared to the prior year. Expenses of $1.3M exceeded revenue, resulting in a 11% operating deficit.

Mission

To engage fathers in the positive support of their children, and to enhance community support for fatherhood throughout the Upstate.

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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 $1,145,601

Program Service Revenue $0

Investment Income $0

Other Revenue $4,001

TOTAL REVENUE $1,149,602

Expense Breakdown

Grants Paid $0

Salaries & Benefits $939,897

Fundraising Expenses $0

Program Expenses $1,085,225

Other Expenses $335,254

TOTAL EXPENSES $1,275,151

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,149,602	$1,410,872	-0.2%
Expenses	$1,275,151	$1,245,344	+0.0%
Net Income	$-125,549	$165,528	-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

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

$130,000

Total Directors

$57,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kelly Walker	Executive Dir.	40.00	Officer	$80,000	$0	$80,000
Tommy Rice	Gville Site Dir	40.00	Director	$57,000	$0	$57,000
Ralph Costigliola	Dir of Op	40.00	Officer	$50,000	$0	$50,000
Alex Simmons	Director	1.00	Director	$0	$0	$0
Brandon L Leonard	Treasurer	1.00	Officer	$0	$0	$0
Quonsetta Salters	Vice Chair	1.00	Officer	$0	$0	$0
Terrie McGill	Chair	1.00	Officer	$0	$0	$0
Tonia Wideman	Secretary	1.00	Officer	$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
2024	$1,149,602	$1,275,151	$950,602	$-125,549
2023	$1,410,872	$1,245,344	$1,001,556	$165,528
2022	$1,561,597	$1,441,762	$376,518	$119,835
2021	$1,375,638	$1,346,500	$427,709	$29,138
2020	$1,226,675	$1,364,747	$199,262	$-138,072
2019	$1,468,722	$1,475,561	$380,745	$-6,839
2018	$1,483,696	$1,424,551	$377,616	$59,145

Upstate Fatherhood Coalition