UPSTREAM IMPACT

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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

JASON JANZ

Phone

7207249544

Tax Period

2018-01-01 to 2018-12-31

UPSTREAM IMPACT, founded in 2012, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2018. Expenses of $1.3M exceeded revenue, resulting in a 15% operating deficit.

Mission

UPSTREAM IMPACT ASSISTS FAMILIES LIVING IN POVERTY TO REMOVE THE BARRIERS IN THEIR LIVES (SUCH AS INADEQUATE EDUCATION, POOR SUPPORT NETWORK, INABILITY TO NAVIGATE THE SYSTEM) THAT ARE KEEPING THEM FROM EMERGING OUT OF POVERTY AND BECOMING SELF-SUFFICIENT. THE ORGANIZATION PROVIDES TRAINING, SUPPORT, AND CONNECTIONS TO A NETWORK OF OTHER NON-PROFIT PARTNERS (SUCH AS EDUCATIONAL AND EMPLOYMENT OPPORTUNITIES) TO SUPPORT PROGRAM PARTICIPANTS IN THEIR JOURNEY OUT OF POVERTY.

Program Service Accomplishments

Program 1

Expenses: $930,431

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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 (2018)

Revenue Breakdown

Contributions & Grants $1,140,529

Program Service Revenue $0

Investment Income $-1,852

Other Revenue $0

TOTAL REVENUE $1,138,677

Expense Breakdown

Grants Paid $202,203

Salaries & Benefits $749,195

Fundraising Expenses $174,308

Program Expenses $930,431

Other Expenses $362,776

TOTAL EXPENSES $1,314,174

Year-over-Year Comparison

	2018	2017	Change
Revenue	$1,138,677	$1,084,642	+0.0%
Expenses	$1,314,174	$1,051,660	+0.2%
Net Income	$-175,497	$32,982	-6.3%

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

100

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

$123,817

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LESLIE GAMEL CURLEY	DIRECTOR	2.00	Director	$0	$0	$0
KIA DISMEL	DIRECTOR	2.00	Director	$0	$0	$0
JASON JANZ	PRESIDENT	20.00	Officer	$0	$14,260	$123,817
HELEN KAMINSKI	CHAIR, TREAS	20.00		$0	$1,540	$77,848

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
2018	$1,138,677	$1,314,174	No data	$-175,497