UPCAP SERVICES INC

EIN: 381957176 501(c)(3) Human Services

ESCANABA, MI

Total Revenue
$37,290,093
Total Expenses
$32,918,296
Total Assets
$44,891,281
Net Assets
$40,701,823
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1971
Legal Domicile
MI
Principal Officer
JONATHAN MEAD
Phone
9067864701
Tax Period
2023-10-01 to 2024-09-30

UPCAP SERVICES INC, founded in 1971, is a mid-sized nonprofit in the Human Services sector that reported $37.3M in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $32.9M left a modest 12% surplus.

Mission

PROMOTE THE DEVELOPMENT OF HUMAN, SOCIAL AND COMMUNITY RESOURCES OF THE UPPER PENINSULA OF MICHIGAN THROUGH VARIOUS ACTIVITIES.

Program Service Accomplishments

Program 1
Expenses: $30,788,216 Revenue: $28,063,668

UPCAP SERVED AS THE CENTRAL SERVICE AGENCY FOR MICHIGAN'S UPPER PENINSULA ADMINISTERING STATE AND FEDERAL GRANTS AS WELL AS REVENUES FROM LOCAL SOURCES USED TO BENEFIT THE AGING, DISABLED AND...

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UPCAP SERVED AS THE CENTRAL SERVICE AGENCY FOR MICHIGAN'S UPPER PENINSULA ADMINISTERING STATE AND FEDERAL GRANTS AS WELL AS REVENUES FROM LOCAL SOURCES USED TO BENEFIT THE AGING, DISABLED AND LOW-INCOME INDIVIDUALS OF THE REGION. UPCAP SERVED 644 CLIENTS WITH MICHIGAN CHOICE WAIVER FUNDING THROUGH THE DEPARTMENT OF COMMUNITY HEALTH. UPCAP SERVED 763 CLIENTS WITH MICHIGAN HEALTH LINK FUNDING THROUGH AN AGREEMENT WITH THE UPPER PENINSULA HEALTH PLAN. UPCAP SERVED 1,911 CLIENTS WITH LONG-TERM CARE FUNDING THROUGH AN AGREEMENT WITH THE VETERANS ADMINISTRATION. UPCAP PROVIDED 9,476 SERVICES, INCLUDING HOME DELIVERED MEALS AND CAREGIVER INFORMATION AND ASSISTANCE, TO CLIENTS WITH FUNDING RECEIVED THROUGH THE AGING AND ADULT SERVICES AGENCY. UPCAP MEDIATORS SERVED 249 CLIENTS WITH MEDIATION FUNDING RECEIVED THROUGH THE COMMUNITY DISPUTE RESOLUTION PROGRAM. UPCAP HANDLED 13,954 CALLS THROUGH THE 211 CALL CENTER.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $7,781,428
Program Service Revenue $28,045,467
Investment Income $1,444,997
Other Revenue $18,201
TOTAL REVENUE $37,290,093

Expense Breakdown

Grants Paid $0
Salaries & Benefits $5,883,374
Fundraising Expenses $0
Program Expenses $30,788,216
Other Expenses $27,034,922
TOTAL EXPENSES $32,918,296

Year-over-Year Comparison

2023 2022 Change
Revenue $37,290,093 $31,397,896 +0.2%
Expenses $32,918,296 $27,908,567 +0.2%
Net Income $4,371,797 $3,489,329 +0.3%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
6
Independent Members
6
Employees
146
Volunteers
35

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
5
$171,226
Total Directors
6
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JONATHAN MEAD PRESIDENT & CEO 38.00
Officer
$156,344 $14,882 $171,226
JOE DEROCHA BOARD MEMBER 1.00
Director
$0 $0 $0
DAN YOUNG BOARD MEMBER 1.00
Director
$0 $0 $0
JERRY DOUCETTE TREASURER 1.00
Officer Director
$0 $0 $0
CRAIG REITER SECRETARY 1.00
Officer Director
$0 $0 $0
WILLIAM MENGE VICE CHAIR 1.00
Officer Director
$0 $0 $0
CARL NYKANEN CHAIR 1.00
Officer 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 No data No data No data No data
2024 $37,290,093 $32,918,296 $44,891,281 $4,371,797
2023 $31,397,896 $27,908,567 $37,980,008 $3,489,329
2023 $31,397,896 $27,908,567 $37,980,008 $3,489,329
2022 $32,806,774 $28,644,170 $39,685,764 $4,162,604
2021 $33,596,590 $27,571,707 $35,179,292 $6,024,883
2020 $26,779,843 $23,467,064 $30,269,488 $3,312,779
2019 $25,052,106 $21,861,629 $25,545,864 $3,190,477
2018 $23,162,389 $20,765,078 $22,776,853 $2,397,311
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