TEXTRON AVIATION EMPLOYEES UPLIFT FUND INC (EIN 364861450) - 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

2017

Legal Domicile

Principal Officer

KURTIS HOLTZ

Phone

3165177277

Tax Period

2024-01-01 to 2024-12-31

TEXTRON AVIATION EMPLOYEES UPLIFT FUND INC, founded in 2017, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.6M in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $1.5M left a modest 8% surplus.

Mission

TO SUPPORT HUMAN SERVICE AGENCIES WITHIN THE COMMUNITY.

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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 $1,580,936

Program Service Revenue $0

Investment Income $4,249

Other Revenue $0

TOTAL REVENUE $1,585,185

Expense Breakdown

Grants Paid $1,461,297

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,461,297

Other Expenses $0

TOTAL EXPENSES $1,461,297

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,585,185	$1,329,993	+0.2%
Expenses	$1,461,297	$1,413,158	+0.0%
Net Income	$123,888	$-83,165	-2.5%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KURTIS HOLTZ	PRESIDENT	5.00	Officer Director	$0	$0	$0
ERIC SCHIMINGER	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
MARCUS GERMAN	SECRETARY	2.00	Officer Director	$0	$0	$0
VICTORIA MATTINGLY	TREASURER	3.00	Officer Director	$0	$0	$0
BRIAN ALEXANDER	DIRECTOR	1.00	Director	$0	$0	$0
CRAIG BENNINGTON	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE GIFFORD	DIRECTOR	1.00	Director	$0	$0	$0
TRACY LEOPOLD	DIRECTOR	1.00	Director	$0	$0	$0
TRENITA LOGAN	DIRECTOR	1.00	Director	$0	$0	$0
MARK LOWRY	DIRECTOR	1.00	Director	$0	$0	$0
MARISA POLLOCK	DIRECTOR	1.00	Director	$0	$0	$0
ERIC SCHULTZ	DIRECTOR	1.00	Director	$0	$0	$0
ERIC SMITH	DIRECTOR	1.00	Director	$0	$0	$0
CRISTINE WATSON	DIRECTOR	1.00	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
2024	$1,585,185	$1,461,297	$605,933	$123,888
2023	$1,329,993	$1,413,158	$482,045	$-83,165
2022	$1,564,012	$1,641,998	$565,210	$-77,986
2021	$1,511,017	$1,441,186	$643,196	$69,831
2020	$1,631,337	$1,669,361	$573,365	$-38,024
2019	$1,753,122	$1,788,373	$611,389	$-35,251
2018	$1,784,886	$1,848,523	$646,640	$-63,637

TEXTRON AVIATION EMPLOYEES UPLIFT FUND INC