Upward Roots Inc (EIN 452981640) - 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

2010

Legal Domicile

Principal Officer

Elizabeth Knight

Phone

5104884490

Tax Period

2021-07-01 to 2022-06-30

Upward Roots Inc, founded in 2010, is a small nonprofit in the Youth Development sector that reported $213K in total revenue in fiscal year 2021.

Mission

Upward Roots is a nonprofit organization that develops leadership and empowers youth through community service.

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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 (2021)

Revenue Breakdown

Contributions & Grants $178,277

Program Service Revenue $34,640

Investment Income $163

Other Revenue $348

TOTAL REVENUE $213,428

Expense Breakdown

Grants Paid $0

Salaries & Benefits $204,690

Fundraising Expenses $19,257

Program Expenses $199,061

Other Expenses $29,027

TOTAL EXPENSES $233,717

Year-over-Year Comparison

	2021	2020	Change
Revenue	$213,428	N/A	N/A
Expenses	$233,717	N/A	N/A
Net Income	$-20,289	N/A	N/A

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

$77,001

Total Directors

$77,001

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Elizabeth Knight	Executive Dir.	40.00	Officer Director	$77,001	$0	$77,001
Drew DeWalt	Board Chair	0.50	Officer Director	$0	$0	$0
Lisa Parks	Treasurer	0.50	Officer Director	$0	$0	$0
Andrea Lynn	Treasurer	0.50	Officer Director	$0	$0	$0
Jacqueline Perl	Secretary	0.50	Officer 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
2022	$213,428	$233,717	$190,828	$-20,289

Upward Roots Inc