UPLIFT

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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

1986

Legal Domicile

Principal Officer

JAN MAGOT

Phone

6192344504

Tax Period

2025-01-01 to 2025-12-31

UPLIFT, founded in 1986, is a small nonprofit in the Unknown sector that reported $187K in total revenue in fiscal year 2025. Revenue decreased 15% compared to the prior year.

Mission

THE ORGANIZATION'S MAIN MISSION IS TO ACCELERATE COMMUNITY INVOLVEMENT AND TRANSFORMATION BY PROVIDING NEEDED SERVICES TO SAN DIEGO'S MOST VULNERABLE POPULATION. THE ORGANIZATION HELPS TO PROVIDE HOUSING NAVIGATION FOR THE HOMELESS AND ALSO ASSISTS LOW INCOME STUDENTS TO EXCEL ACADEMICALLY SO ALL MAY LIVE UP TO THEIR POTENTIAL

Program Service Accomplishments

Program 1

Expenses: $102,975

THE HOME TEAM WORKS WITH HOMELSS INDIVIDUALS AND ASSISTS WITH BENEFIT COORDINATION, HOUSING NAVIGATION AND COMPANIONSHIP TO HELP NEW RESIDENTS SETTLE INTO THEIR NEW HOMES.

Program 2

Expenses: $45,338

KIDS AT HEART IS A WEEKLY AFTER SCHOOL TUTORING AND MENTORING PROGRAM FOR INNER CITY CHILDREN.

Program 3

Expenses: $36,162

THE TRIPLE CROSS PROGRAM HELPS THE HOMELSS IN SAN DIEGO BY PROVIDING RESOURCES AND TRANSPORTATION TO SOCIAL SERVICE FACILITIES.

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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 (2025)

Revenue Breakdown

Contributions & Grants $186,848

Program Service Revenue $0

Investment Income $348

Other Revenue $0

TOTAL REVENUE $187,196

Expense Breakdown

Grants Paid $0

Salaries & Benefits $52,430

Fundraising Expenses $2,600

Program Expenses $187,677

Other Expenses $139,946

TOTAL EXPENSES $192,376

Year-over-Year Comparison

	2025	2024	Change
Revenue	$187,196	$221,325	-0.2%
Expenses	$192,376	$307,329	-0.4%
Net Income	$-5,180	$-86,004	-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

100

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MONICA BALL	PRESIDENT & CEO	35.00	Officer Director	$0	$0	$0
JAN MAGOT	TREASURER	25.00	Officer Director	$0	$0	$0
BOB LINK	SECRETARY	5.00	Officer Director	$0	$0	$0
CHAD FRANSEN	DIRECTOR	4.00	Director	$0	$0	$0
KEVIN JONES	DIRECTOR	10.00	Director	$0	$0	$0
TOMMIE MORROW	DIRECTOR	15.00	Director	$0	$0	$0
DR ETHEL SIMS	DIRECTOR	10.00	Director	$0	$0	$0
JEXSI GREY	DIRECTOR	10.00	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	$187,196	$192,376	$195,776	$-5,180
2024	$221,325	$307,329	$209,165	$-86,004
2023	$263,136	$354,249	$295,825	$-91,113
2022	$435,620	$361,275	$369,708	$74,345
2021	$239,105	$205,151	$289,939	$33,954
2019	$239,251	$176,962	$237,794	$62,289
2019	$241,176	$173,459	$243,222	$67,717