UPLIFT NORTH (EIN 411736323) - 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

1993

Legal Domicile

Principal Officer

KAREN JENKS

Phone

6128662135

Tax Period

2024-06-01 to 2025-05-31

UPLIFT NORTH, founded in 1993, is a small nonprofit in the Human Services sector that reported $917K in total revenue in fiscal year 2024. Revenue grew 20% year-over-year, indicating healthy expansion.

Mission

UPLIFT NORTH IS A 501(C)(3) NON-PROFIT ORGANIZATION WHOSE VOLUNTEERS FEED AND CLOTHE CHILDREN, ENHANCE AND ENRICH EDUCATION, AND SUPPORT AND SERVE OUR COMMUNITY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $480,921

Program Service Revenue $0

Investment Income $33,206

Other Revenue $403,120

TOTAL REVENUE $917,247

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $16,204

Program Expenses $725,735

Other Expenses $932,251

TOTAL EXPENSES $932,251

Year-over-Year Comparison

	2024	2023	Change
Revenue	$917,247	$764,523	+0.2%
Expenses	$932,251	$780,039	+0.2%
Net Income	$-15,004	$-15,516	0.0%

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

Employees

Volunteers

196

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
KAREN JENKS	PRESIDENT	10.00	Officer Director	$0	$0	$0
DANA BADGEROW	PRESIDENT-EL	10.00	Officer Director	$0	$0	$0
CAROLYN AZINE	TREASURER	10.00	Officer Director	$0	$0	$0
JOANN CRAGOE	SECRETARY	5.00	Officer Director	$0	$0	$0
MARY BETH RISSMANN	VP MEMBER DE	10.00	Director	$0	$0	$0
ANNETTE ANDERSON	VP PHILANTHR	1.00	Director	$0	$0	$0
JAN BATES	VP RESOURCE	1.00	Director	$0	$0	$0
NANCY KLOEHN	VP MARKETING	10.00	Director	$0	$0	$0
PEGGY COTTER	VP STRATEGIC	1.00	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	$917,247	$932,251	$1,029,637	$-15,004
2024	$764,523	$780,039	$1,154,260	$-15,516
2023	$713,522	$515,062	$1,216,641	$198,460
2022	$467,657	$419,679	$737,449	$47,978
2021	$260,382	$304,565	$667,571	$-44,183
2020	$385,219	$423,079	$646,323	$-37,860
2019	$381,324	$382,855	$684,055	$-1,531

UPLIFT NORTH