UPPER PENINSULA COMMUNITY ACTION NE

EIN: 463574188 501(c)(3) Unknown

MARQUETTE, MI

Total Revenue
$21,506
Total Expenses
$22,119
Total Assets
$2,052
Net Assets
$2,052
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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
MI
Principal Officer
JULIE MOBERG
Phone
9066670283
Tax Period
2019-10-01 to 2020-09-30

UPPER PENINSULA COMMUNITY ACTION NE, founded in 2013, is a micro nonprofit in the Unknown sector that reported $22K in total revenue in fiscal year 2019. Revenue fell 95% from the prior year — a significant decline worth monitoring.

Mission

TO ADVOCATE FOR AND DELEGATE PROGRAM DELIVERY AND SERVICES TO THE COMMUNITY ACTION AGENCIES LOCATED IN MICHIGAN'S UPPER PENINSULA WORKING TO ALLEVIATE THE CAUSES AND CONDITIONS OF POVERTY.

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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%)

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Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $21,502
Program Service Revenue $0
Investment Income $4
Other Revenue $0
TOTAL REVENUE $21,506

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $19,802
Other Expenses $22,119
TOTAL EXPENSES $22,119

Year-over-Year Comparison

2019 2018 Change
Revenue $21,506 $465,573 -1.0%
Expenses $22,119 $466,359 -1.0%
Net Income $-613 $-786 -0.2%
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

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Governance

Voting Members
6
Independent Members
6
Employees
N/A
Volunteers
6

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
3
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KERRI DUFF DIRECTOR 0.00
Director
$0 $0 $0
JEAN LABERGE DIRECTOR 0.00
Director
$0 $0 $0
KRISTIN SOMMERFELD DIRECTOR 0.00
Director
$0 $0 $0
MICHELLE LAJOIE SECRETARY/TR 0.00
Officer
$0 $0 $0
DENNIS MCSHANE VICE PRESIDE 0.00
Officer
$0 $0 $0
JULIE MOBERG PRESIDENT 0.00
Officer
$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 $21,506 $22,119 $2,052 $-613
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