THE UPPER CHAMBER 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

1998

Legal Domicile

Principal Officer

Laurie Golden

Phone

6083390260

Tax Period

2023-01-01 to 2023-12-31

THE UPPER CHAMBER INC, founded in 1998, is a small nonprofit in the Human Services sector that reported $297K in total revenue in fiscal year 2023. Revenue surged 41% from the prior year, signaling strong growth momentum. Expenses of $262K left a modest 12% surplus.

Mission

TO PROVIDE GUARDIANSHIP AND REPRESENTATIVE PAYEE SERVICES TO INDIVIDUALS IN NEED WHO CAN NOT OTHERWISE GET THE NEEDED CARE

Program Service Accomplishments

Program 1

Expenses: $261,578 Revenue: $297,096

THE COUNTIES IN WISCONSIN PROVIDE INCOME TO COVER EXPENSES TO MEET THE NEEDS OF THE INDIVIDUALS IN WISCONSIN BY ACTING US THE PROTECTIVE PAYEE FOR INDIVIDUALS TO ENSURE THEIR BASIC NEEDS ARE BEING MET

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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 $0

Program Service Revenue $297,096

Investment Income $0

Other Revenue $0

TOTAL REVENUE $297,096

Expense Breakdown

Grants Paid $0

Salaries & Benefits $188,235

Fundraising Expenses $0

Program Expenses $261,578

Other Expenses $73,343

TOTAL EXPENSES $261,578

Year-over-Year Comparison

	2023	2022	Change
Revenue	$297,096	$211,151	+0.4%
Expenses	$261,578	$206,314	+0.3%
Net Income	$35,518	$4,837	+6.3%

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

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
Marilyn Rogers	Director	1.00	Officer	$0	$0	$0
Carol Buchanan	President	20.00	Officer	$0	$0	$0
Flora Johnson	Vice President	10.00	Officer	$0	$0	$0
Karen Hover	Secretary	20.00	Officer	$0	$0	$0
Lori Henthorne	Treasurer	20.00	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
2023	$297,096	$261,578	No data	$35,518
2022	$211,151	$206,314	No data	$4,837