UP COMMUNITY SERVICES INC

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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

1990

Legal Domicile

Principal Officer

KRISTIN SOMMERFELD

Phone

9067742256

Tax Period

2023-10-01 to 2024-09-30

UP COMMUNITY SERVICES INC, founded in 1990, is a small nonprofit in the Community Improvement sector that reported $286K in total revenue in fiscal year 2023. Revenue surged 29% from the prior year, signaling strong growth momentum. Expenses of $335K exceeded revenue, resulting in a 17% operating deficit.

Mission

IT IS THE MISSION OF UPCSI TO CONNECT PEOPLE TO RESOURCES, PROVIDE A MEANS TO OVERCOME CHALLENGES, STRENGTHEN SELF-SUFFICIENCY, AND WORK IN PARTNERSHIP WITH OUR COMMUNITY TO MAKE A DIFFERENCE IN THE LIVES OF OUR NEIGHBORS.

Program Service Accomplishments

Program 1

Expenses: $284,596 Revenue: $67,104

TRANSPORTATION:DOOR TO DOOR TRANSPORTATION WAS PROVIDED FOR INDIVIDUALS 60 YEARS OF AGE OR OLDER, HANDICAPPED PERSONS, AND GENERAL PUBLIC IN IRON MOUNTAIN, KINGSFORD, NORWAY, IRON RIVER, AND CRYSTAL FALLS. RIDES MAY BE ARRANGED FOR APPOINTMENTS, SHOPPING, LUNCH AT THE LOCAL SENIOR CENTER, ETC. ALL VEHICLES ARE WHEELCHAIR ACCESSIBLE.

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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 $219,108

Program Service Revenue $67,104

Investment Income $0

Other Revenue $0

TOTAL REVENUE $286,212

Expense Breakdown

Grants Paid $0

Salaries & Benefits $220,136

Fundraising Expenses $0

Program Expenses $284,596

Other Expenses $114,479

TOTAL EXPENSES $334,615

Year-over-Year Comparison

	2023	2022	Change
Revenue	$286,212	$221,417	+0.3%
Expenses	$334,615	$261,857	+0.3%
Net Income	$-48,403	$-40,440	+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

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

$153,538

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAWN PISONI	DIRECTOR (ENDED 8/2024)	0.20	Director	$0	$0	$0
PATTI PERETTO	DIRECTOR	0.20	Director	$0	$0	$0
ANTHONY GRUDNOSKI	DIRECTOR	0.20	Director	$0	$0	$0
NANCY PELLEGRINI	DIRECTOR	0.20	Director	$0	$0	$0
LARRY RUSCH	DIRECTOR (ENDED 7/2024)	0.20	Director	$0	$0	$0
ED STEDMAN	DIRECTOR	0.20	Director	$0	$0	$0
STEVE REESE	SECRETARY	0.50	Officer Director	$0	$0	$0
THALEI BURKE	TREASUER	0.50	Officer Director	$0	$0	$0
BARBARA KRAMER	VICE CHAIR	0.50	Officer Director	$0	$0	$0
PETE SCHLITT	CHAIR	0.50	Officer Director	$0	$0	$0
KRISTIN SOMMERFELD	EXECUTIVE DIRECTOR	8.00	Officer	$0	$24,423	$87,444
JACKIE SAFFORD	FINANCIAL DIRECTOR	8.00	Officer	$0	$19,446	$66,094

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	$286,212	$334,615	$132,270	$-48,403
2023	$221,417	$261,857	$120,575	$-40,440
2022	$221,846	$282,892	$149,609	$-61,046
2021	$288,804	$258,496	$227,344	$30,308
2020	$272,723	$203,164	$233,008	$69,559
2019	$240,177	$189,296	$109,983	$50,881
2018	$113,730	$181,420	$72,083	$-67,690