UP & AT' EM INC (EIN 473088983) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2015

Legal Domicile

Principal Officer

JENNY BROCK

Phone

4238337712

Tax Period

2024-07-01 to 2025-06-30

UP & AT' EM INC, founded in 2015, is a micro nonprofit in the Health Care sector that reported $19K in total revenue in fiscal year 2024. Revenue surged 450% from the prior year, signaling strong growth momentum. The organization ran a surplus of $8K, a strong 43% operating margin.

Mission

TO ENCOURAGE HEALTHIER BEHAVIOR THROUGH PROMOTION OF ORGANIZED HEALTH AND FITNESS PROGRAMS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $18,564

TOTAL REVENUE $18,564

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $10,624

TOTAL EXPENSES $10,624

Year-over-Year Comparison

	2024	2023	Change
Revenue	$18,564	$3,374	+4.5%
Expenses	$10,624	$9,137	+0.2%
Net Income	$7,940	$-5,763	-2.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
MARK FINUCANE	PRESIDENT/FORMER PRESIDENT	2.00	Officer Director	$0	$0	$0
JENNY BROCK	VICE PRESIDENT/ACTING PRESIDENT	1.00	Officer Director	$0	$0	$0
CHARLIE HARMON	TREASURER	1.00	Officer Director	$0	$0	$0
MARY ANNE KINCH	SECRETARY	1.00	Officer Director	$0	$0	$0
TR DUNN	BOARD MEMBER	1.00	Director	$0	$0	$0
BECKY BUCHANAN	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVE WILLIS	BOARD MEMBER	1.00	Director	$0	$0	$0
MARY FINUCANE	BOARD MEMBER	1.00	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
2025	$18,564	$10,624	$44,217	$7,940
2024	$3,374	$9,137	$36,277	$-5,763
2023	$-18,253	$6,310	$42,040	$-24,563
2022	$5,755	$9,853	$66,603	$-4,098
2021	$-7,350	$14,256	$70,701	$-21,606
2020	$43,947	$36,785	$95,941	$7,162
2019	$177,184	$154,833	$169,245	$22,351
2018	$37,364	$31,588	$62,894	$5,776

UP & AT' EM INC