UP21 FOUNDATION (EIN 461703166) - 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

2013

Legal Domicile

Principal Officer

CASSANDRA WALTHER

Phone

9858451754

Tax Period

2020-01-01 to 2020-12-31

UP21 FOUNDATION, founded in 2013, is a micro nonprofit in the Health Care sector that reported $23K in total revenue in fiscal year 2020. Revenue fell 29% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $4K, a strong 19% operating margin.

Mission

TO PROVIDE SUPPORT, RESOURCES AND EDUCATION TO FAMILIES OF INDIVIDUALS WITH DOWN SYNDROME AND THE COMMUNITY TO FOSTER AN ENVIRONMENT IN WHICH INDIVIDUALS WITH DOWN SYNDROME ACHIEVE THEIR FULL POTENTIAL IN THEIR COMMUNITY.

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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 (2020)

Revenue Breakdown

Contributions & Grants $22,640

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $22,640

Expense Breakdown

Grants Paid $3,156

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,156

Other Expenses $15,283

TOTAL EXPENSES $18,439

Year-over-Year Comparison

	2020	2019	Change
Revenue	$22,640	$31,881	-0.3%
Expenses	$18,439	$44,653	-0.6%
Net Income	$4,201	$-12,772	-1.3%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CASSANDRA WALTHER	PRESIDENT & CHAIRWOMAN	10.00	Officer Director	$0	$0	$0
JANE ROBINSON	VP AND TREASURER	5.00	Officer Director	$0	$0	$0
TIFFANI DUCOTE	SECRETARY	1.00	Officer Director	$0	$0	$0
ANGELA KITCHEN	BOARD MEMBER	2.00	Director	$0	$0	$0
HEATHER SEAL	BOARD MEMBER	2.00	Director	$0	$0	$0
MINDY LEE	BOARD MEMBER	0.00	Director	$0	$0	$0
ALICE RHODE	BOARD MEMBER	0.00	Director	$0	$0	$0
DAWN HUSE	BOARD MEMBER	0.00	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
2020	$22,640	$18,439	$155,135	$4,201
2019	$31,881	$44,653	$150,934	$-12,772
2018	$48,517	$43,251	$163,706	$5,266

UP21 FOUNDATION