UPSTREAM PUBLIC HEALTH (EIN 421579435) - 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

2003

Legal Domicile

Phone

9713015166

Tax Period

2024-01-01 to 2024-12-31

UPSTREAM PUBLIC HEALTH, founded in 2003, is a small nonprofit in the Health Care sector that reported $308K in total revenue in fiscal year 2024.

Mission

UPSTREAM PUBLIC HEALTH WORKS IN PARTNERSHIP WITH COMMUNITIES TO TRANSFORM PUBLIC HEALTH THROUGH COMMUNITY ORGANIZING, POLICY ADVOCACY, EDUCATION, AND DEVELOPING THE NEXT GENERATION OF PUBLIC HEALTH LEADERS. WE ENVISION COMMUNITIES THAT ARE EQUITABLE, CONNECTED AND THRIVING.

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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 $256,739

Program Service Revenue $51,675

Investment Income $0

Other Revenue $0

TOTAL REVENUE $308,414

Expense Breakdown

Grants Paid $0

Salaries & Benefits $279,545

Fundraising Expenses $15,289

Program Expenses $277,405

Other Expenses $43,731

TOTAL EXPENSES $323,276

Year-over-Year Comparison

	2024	2023	Change
Revenue	$308,414	$319,170	0.0%
Expenses	$323,276	$316,261	+0.0%
Net Income	$-14,862	$2,909	-6.1%

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

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

$55,500

Total Directors

$55,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LILLE MANVEL	EXECUTIVE DIRECTOR	25.00	Officer Director	$55,500	$0	$55,500
JAMIE JONES	CHAIR	1.00	Director	$0	$0	$0
ERLETTE UPSHAW	TREASURER	1.00	Director	$0	$0	$0
DEREK SMITH	SECRETARY	1.00	Director	$0	$0	$0
QUETE CAPUIA	DIRECTOR	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
2024	$308,414	$323,276	$72,150	$-14,862
2023	$319,170	$316,261	$86,692	$2,909
2022	$234,785	$188,641	$83,235	$46,144

UPSTREAM PUBLIC HEALTH