FRIENDS OF UPTOWN SOCIAL (EIN 391816535) - 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

Legal Domicile

Principal Officer

ALISON PETRI

Phone

9204593421

Tax Period

2023-01-01 to 2023-12-31

FRIENDS OF UPTOWN SOCIAL is a small nonprofit in the Human Services sector that reported $235K in total revenue in fiscal year 2023. Revenue surged 130% from the prior year, signaling strong growth momentum. The organization ran a surplus of $88K, a strong 37% operating margin.

Mission

PROVIDE SUPPORT OF UPTOWN SOCIAL, SHEBOYGAN'S HUB FOR ACTIVE SENIORS

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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 $19,718

Program Service Revenue $158,167

Investment Income $43,054

Other Revenue $14,524

TOTAL REVENUE $235,463

Expense Breakdown

Grants Paid $0

Salaries & Benefits $40,655

Fundraising Expenses $0

Program Expenses $140,262

Other Expenses $106,597

TOTAL EXPENSES $147,252

Year-over-Year Comparison

	2023	2022	Change
Revenue	$235,463	$102,474	+1.3%
Expenses	$147,252	$120,125	+0.2%
Net Income	$88,211	$-17,651	-6.0%

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

N/A

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
SAMANTHA LAWRENCE	DIRECTOR	N/A	Director	$0	$0	$0
CESAR LEMUS	DIRECTOR	N/A	Director	$0	$0	$0
MARILYN MONTEMAYOR	DIRECTOR	N/A	Director	$0	$0	$0
DEREK MUENCH	DIRECTOR	N/A	Director	$0	$0	$0
CINDY RAASCH	DIRECTOR	N/A	Director	$0	$0	$0
JOANNE WOOD	DIRECTOR	N/A	Director	$0	$0	$0
LAURA GUMM	SECRETARY	N/A	Officer	$0	$0	$0
CONNIE KOENIG	TREASURER	N/A	Officer	$0	$0	$0
RICH MIESFELD	VICE PRESIDE	N/A	Officer	$0	$0	$0
ALISON PETRI	PRESIDENT	N/A	Officer	$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	$235,463	$147,252	$865,224	$88,211
2022	$102,474	$120,125	$689,589	$-17,651
2021	$166,667	$174,784	$800,871	$-8,117
2020	$48,015	$84,475	$736,567	$-36,460
2019	$175,647	$90,241	$708,764	$85,406
2018	$196,767	$179,213	$619,384	$17,554

FRIENDS OF UPTOWN SOCIAL