UPLIFT FOUNDATION (EIN 371856584) - 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

ELIZABETH MORGAN

Phone

2128403456

Tax Period

2023-01-01 to 2023-12-31

UPLIFT FOUNDATION, founded in 2017, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $604K in total revenue in fiscal year 2023. Expenses of $1.1M exceeded revenue, resulting in a 86% operating deficit.

Mission

UPLIFT FOUNDATION WAS ORGANIZED EXCLUSIVELY TO MAKE GIFTS OF ITS INCOME AND MUCH OF ITS PRINCIPAL AS THE DIRECTORS DETERMINE CONSISTENT WITH SECTION 4942 OF THE INTERNAL REVENUE CODE TO SUCH TAX-EXEMPT RELIGIOUS, CHARITABLE, HOLISTIC HEALTH, SCIENTIFIC, LITERARY, ENVIRONMENTAL, AND EDUCATIONAL INSTITUTIONS AS THE DIRECTORS, IN THEIR SOLE DISCRETION, SHALL SELECT.

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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 $598,334

Program Service Revenue $0

Investment Income $5,417

Other Revenue $0

TOTAL REVENUE $603,751

Expense Breakdown

Grants Paid $93,700

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $552,420

Other Expenses $1,030,814

TOTAL EXPENSES $1,124,514

Year-over-Year Comparison

	2023	2022	Change
Revenue	$603,751	$-246,192	-3.5%
Expenses	$1,124,514	$416,533	+1.7%
Net Income	$-520,763	$-662,725	-0.2%

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

N/A

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
ODED KADOSH	DIRECTOR AND VICE PRESIDENT	1.25	Director	$0	$0	$0
ELIZABETH MORGAN	DIRECTOR AND SECRETARY	1.25	Director	$0	$0	$0
HOLLY LEV	DIRECTOR AND PRESIDENT	1.25	Director	$0	$0	$0
DAVID BRAND	DIRECTOR, VICE PRESIDENT, AND TREASURER	1.25	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	No data	No data	No data	No data
2023	$603,751	$1,124,514	$42,785	$-520,763
2022	$-246,192	$416,533	$552,548	$-662,725
2021	$766,336	$819,790	$1,223,252	$-53,454
2020	$1,914,587	$1,551,893	$1,384,839	$362,694
2019	$10,050	$942	$312,274	$9,108
2018	$355,000	$51,834	$303,166	$303,166

UPLIFT FOUNDATION