UPPER ROOM KC

EIN: 431803509 501(c)(3) Recreation & Sports

KANSAS CITY, MO

Total Revenue
$2,616,616
Total Expenses
$2,700,778
Total Assets
$2,342,477
Net Assets
$468,866
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1999
Legal Domicile
MO
Principal Officer
TONIA GILBERT
Phone
8163633819
Tax Period
2023-01-01 to 2023-12-31

UPPER ROOM KC, founded in 1999, is a community nonprofit in the Recreation & Sports sector that reported $2.6M in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year.

Mission

OUR MISSION IS TO PROVIDE HIGH QUALITY, EDUCATIONAL PROGRAMS WHILE ACTIVELY ENGAGING AND CHALLENGING A DIVERSE POPULATION TO ENJOY LEARNING FROM CRADLE TO COLLEGE. WE WORK TO SUPPORT URBAN CORE NEIGHBORHOODS BY OFFERING AND DEVELOPING QUALITY EDUCATIONAL PROGRAMS.

Program Service Accomplishments

Program 1
Expenses: $1,433,380 Revenue: $1,769,010

SUMMER ACADEMIC PROGRAMDEVELOPED IN ACCORDANCE WITH MISSOURI LEARNING STANDARDS, OUR SUMMER ACADEMIC PROGRAM IS IDEAL FOR K-8 STUDENTS, OFFERING 11 HOURS OF PROGRAMMING PER DAY FOR SIX WEEKS. OUR...

Read more

SUMMER ACADEMIC PROGRAMDEVELOPED IN ACCORDANCE WITH MISSOURI LEARNING STANDARDS, OUR SUMMER ACADEMIC PROGRAM IS IDEAL FOR K-8 STUDENTS, OFFERING 11 HOURS OF PROGRAMMING PER DAY FOR SIX WEEKS. OUR CERTIFIED TEACHERS PROVIDE A PRECURSOR TO THE SKILLS, STRATEGIES, AND CONTENT STUDENTS WILL EXPLORE DURING THE NEXT ACADEMIC SCHOOL YEAR. ALONG WITH OUR ACADEMIC CURRICULUM, WE GIVE OUR STUDENTS ACCESS TO ENRICHMENT ACTIVITIES THAT INCLUDE FIELD TRIPS, LESSONS IN ART, MUSIC, AND MORE. WITH SUPPORT FROM THE STATE AND PARTNER SCHOOLS, ALL UPPER ROOM KC'S AFTER-SCHOOL PROGRAMS ARE EITHER FREE, SUBSIDIZED, OR LOW COST. IN 2023, WE SERVED 1300+ KINDERGARTEN TO EIGHTH GRADE STUDENTS IN 13 SITES, INCLUDING COMMUNITY CENTERS, CHURCHES, AND SCHOOLS.

Program 2
Expenses: $529,674 Revenue: $319,177

AFTER-SCHOOL PROGRAMOUR AFTER-SCHOOL PROGRAM OFFERS 1-ON-1 HOMEWORK HELP, ENRICHMENT ACTIVITIES, MEALS, AND CERTIFIED TEACHERS & TUTORS WHOSE EXPERTISE IS TAILORED TO EACH STUDENT AND THEIR SCHOOLS'...

Read more

AFTER-SCHOOL PROGRAMOUR AFTER-SCHOOL PROGRAM OFFERS 1-ON-1 HOMEWORK HELP, ENRICHMENT ACTIVITIES, MEALS, AND CERTIFIED TEACHERS & TUTORS WHOSE EXPERTISE IS TAILORED TO EACH STUDENT AND THEIR SCHOOLS' UNIQUE NEEDS. THE PROGRAM PROVIDES A DEDICATED TIME AND PLACE FOR ACADEMIC CONTINUITY AND ENRICHMENT ACTIVITIES. IN PARTNERSHIP WITH HOLY CROSS CATHOLIC HIGH SCHOOL, ST. PETER'S CATHOLIC SCHOOL, & ACADMIE LAFAYETTE, THE AFTER-SCHOOL PROGRAM OPERATES AT FIVE SITES AND IS IDEAL FOR STUDENTS BETWEEN KINDERGARTEN AND 8TH GRADE IN NEED OF ACADEMIC SUPPORT OUTSIDE OF TRADITIONAL SCHOOL HOURS. IN 2023, WE SERVED 230 AFTER-SCHOOL AND 134 BEFORE-SCHOOL CHILDREN WITH PLANS OF ADDING ADDITIONAL SITES NEXT YEAR. WE ARE CURRENTLY PURSUING STATE LICENSING FOR ALL SITES.

Program 3
Expenses: $173,889

EARLY LEARNING CENTERUPPER ROOM KC'S EARLY LEARNING CENTER (ELC) OFFERS AN AFFORDABLE OPTION FOR CHILDCARE AND PRE-K PREP. SERVING INFANTS THROUGH PRE-K, OUR ELC IS STATE-ACCREDITED AND PART OF A...

Read more

EARLY LEARNING CENTERUPPER ROOM KC'S EARLY LEARNING CENTER (ELC) OFFERS AN AFFORDABLE OPTION FOR CHILDCARE AND PRE-K PREP. SERVING INFANTS THROUGH PRE-K, OUR ELC IS STATE-ACCREDITED AND PART OF A PRE-K CO-OP THAT PREPARES STUDENTS FOR THEIR TRANSITION INTO KINDERGARTEN. WITH AGE AND DEVELOPMENTALLY APPROPRIATE PROGRAMMING, UPPER ROOM KC'S ELC PARENTS CAN RELY ON A CONTINUOUS EDUCATION WHERE STUDENTS EXPLORE THE FULL RANGE OF THEIR POTENTIAL FROM AN EARLY AGE.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $476,526
Program Service Revenue $2,088,187
Investment Income $-29,536
Other Revenue $81,439
TOTAL REVENUE $2,616,616

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,675,807
Fundraising Expenses $14,000
Program Expenses $2,136,943
Other Expenses $1,024,971
TOTAL EXPENSES $2,700,778

Year-over-Year Comparison

2023 2022 Change
Revenue $2,616,616 $3,080,462 -0.2%
Expenses $2,700,778 $2,920,035 -0.1%
Net Income $-84,162 $160,427 -1.5%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
7
Independent Members
7
Employees
178
Volunteers
230

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
4
$187,592
Total Directors
7
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LYNNE BEAVER PRESIDENT/CHAIR 1.00
Officer Director
$0 $0 $0
KENNETH HAGER TREASURER 1.00
Officer Director
$0 $0 $0
PAUL TANCREDI SECRETARY 1.00
Officer Director
$0 $0 $0
JAMES ECHOLS DIRECTOR 1.00
Director
$0 $0 $0
KEVIN FITZPATRICK DIRECTOR 1.00
Director
$0 $0 $0
KIRK PERUCCA DIRECTOR 1.00
Director
$0 $0 $0
ANTHONY SPRINGFIELD DIRECTOR 1.00
Director
$0 $0 $0
TONIA GILBERT CEO 40.00
Officer
$165,913 $21,679 $187,592
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 $2,616,616 $2,700,778 $2,342,477 $-84,162
2022 $3,080,462 $2,920,035 $2,272,983 $160,427
2021 $4,562,727 $3,149,487 $2,067,798 $1,413,240
2020 $1,829,300 $1,983,181 $2,043,708 $-153,881
2019 $2,786,579 $3,612,640 $3,683,862 $-826,061
2018 $3,537,745 $3,986,560 $3,871,431 $-448,815
Explore More Nonprofits
Top 100 Nonprofits in Missouri Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare UPPER ROOM KC with other nonprofits in Missouri and across the country.