Upward Unlimited Foundation (EIN 453444045) - 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

2012

Legal Domicile

Principal Officer

Kevin Drake

Phone

8649495700

Tax Period

2022-10-01 to 2023-06-16

Upward Unlimited Foundation, founded in 2012, is a micro nonprofit that reported $478 in total revenue in fiscal year 2022. Revenue fell 100% from the prior year — a significant decline worth monitoring. Expenses of $108K exceeded revenue, resulting in a 22596% operating deficit.

Mission

To accelerate the mission of Upward Unlimited by creating fundraising opportunities.

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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 (2022)

Revenue Breakdown

Contributions & Grants $478

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $478

Expense Breakdown

Grants Paid $104,352

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $104,352

Other Expenses $4,133

TOTAL EXPENSES $108,485

Year-over-Year Comparison

	2022	2021	Change
Revenue	$478	$158,345	-1.0%
Expenses	$108,485	$10,366,339	-1.0%
Net Income	$-108,007	$-10,207,994	-1.0%

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

N/A

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

$403,571

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Tully Brewer	Chairman of Board	5.00	Officer Director	$0	$0	$0
Bob Caldwell	Vice Chairman	5.00	Officer Director	$0	$0	$0
Hugh Brantley	Secretary/Treasurer	5.00	Officer Director	$0	$0	$0
David Bishop	Board Member	5.00	Director	$0	$0	$0
Courtney Shelton	Board Member	5.00	Director	$0	$0	$0
Michael Chibbaro	Board Member	5.00	Director	$0	$0	$0
Kevin Drake	Executive Director	5.00	Officer	$0	$5,830	$248,288
Amie Busbee	CFO/Assist Treasurer	5.00	Officer	$0	$12,146	$155,283

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	$478	$108,485	No data	$-108,007
2022	$158,345	$10,366,339	$108,112	$-10,207,994
2021	$358,554	$89,634	$12,298,786	$268,920
2020	$359,333	$160,702	$12,029,008	$198,631
2019	$377,088	$187,740	$11,829,689	$189,348
2018	$790,709	$703,313	$11,639,326	$87,396

Upward Unlimited Foundation