UPOWER (EIN 464220284) - 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

MARTHA MOSELEY

Phone

5099395957

Tax Period

2023-11-01 to 2024-10-31

UPOWER, founded in 2013, is a small nonprofit in the Health Care sector that reported $913K in total revenue in fiscal year 2023. Revenue surged 31% from the prior year, signaling strong growth momentum. Expenses of $868K left a modest 5% surplus.

Mission

UPOWER BUILDS POSITIVE RELATIONSHIPS THROUGH TRAUMA-INFORMED COACHING USING MOVEMENT AND PLAY TO EMPOWER AND EDUCATE YOUTH WHO ARE UNDERSERVED.

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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 (2023)

Revenue Breakdown

Contributions & Grants $869,446

Program Service Revenue $0

Investment Income $25,215

Other Revenue $18,665

TOTAL REVENUE $913,326

Expense Breakdown

Grants Paid $0

Salaries & Benefits $725,292

Fundraising Expenses $38,426

Program Expenses $690,903

Other Expenses $143,142

TOTAL EXPENSES $868,434

Year-over-Year Comparison

	2023	2022	Change
Revenue	$913,326	$695,633	+0.3%
Expenses	$868,434	$747,121	+0.2%
Net Income	$44,892	$-51,488	-1.9%

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

$127,063

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARTHA MOSELEY	DIRECTOR/PRESIDENT	1.00	Officer Director	$0	$0	$0
TAYLOR KANEMORI	DIRECTOR/SECRETARY	1.00	Officer Director	$0	$0	$0
LUKE HEDLUND	DIR/TREA BEG 4/23/24/VP(END 4/23/24)	1.00	Officer Director	$0	$0	$0
LESA LINSTER	DIRECTOR	0.50	Director	$0	$0	$0
SARAH REED	DIRECTOR	0.50	Director	$0	$0	$0
SARAH MELBY	DIRECTOR/TREAS (END 3/7/2024)	0.50	Officer Director	$0	$0	$0
STAFFORD MAYS	DIRECTOR	0.50	Director	$0	$0	$0
LUCY STRONG	DIRECTOR/VP (BEG 4/23/24)	0.50	Officer Director	$0	$0	$0
MICHAELA RAIKES	DIRECTOR	0.50	Director	$0	$0	$0
LEIGHLA WEBB	EXECUTIVE DIRECTOR	40.00	Officer	$116,831	$10,232	$127,063

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
2024	$913,326	$868,434	$1,090,683	$44,892
2023	$695,633	$747,121	$1,060,117	$-51,488
2022	$683,829	$573,848	$1,162,457	$109,981
2021	$600,111	$443,235	$1,057,673	$156,876
2020	$519,331	$314,144	$881,760	$205,187
2019	$522,730	$270,549	$634,362	$252,181

UPOWER