OPEN UP RESOURCES (EIN 473240638) - 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

2015

Legal Domicile

Principal Officer

JASON ISAACS

Phone

8004609216

Tax Period

2024-01-01 to 2024-12-31

OPEN UP RESOURCES, founded in 2015, is a mid-sized nonprofit in the Education sector that reported $27.6M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $23.6M left a modest 14% surplus.

Mission

TO INCREASE EQUITY IN EDUCATION BY MAKING EXCELLENT CURRICULA FREELY AVAILABLE TO DISTRICTS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $5,388,068

Investment Income $323,972

Other Revenue $21,841,542

TOTAL REVENUE $27,553,582

Expense Breakdown

Grants Paid $10,000

Salaries & Benefits $12,400,815

Fundraising Expenses $0

Program Expenses $16,350,226

Other Expenses $11,165,070

TOTAL EXPENSES $23,575,885

Year-over-Year Comparison

	2024	2023	Change
Revenue	$27,553,582	$24,467,269	+0.1%
Expenses	$23,575,885	$22,202,777	+0.1%
Net Income	$3,977,697	$2,264,492	+0.8%

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

$1,139,079

Total Directors

Key Employees

$615,604

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAREN COWE	CHAIRMAN	2.00	Officer Director	$0	$0	$0
ANN CLARK	BOARD MEMBER	2.00	Director	$0	$0	$0
JUDY WURTZEL	BOARD MEMBER	2.00	Director	$0	$0	$0
ANU MALIPATIL	BOARD MEMBER	2.00	Director	$0	$0	$0
MARIA DEL ROSARIO ZAVALA	BOARD MEMBER	2.00	Director	$0	$0	$0
JAMAL EASON	BOARD MEMBER	2.00	Director	$0	$0	$0
MAYA GOODALL	BOARD MEMBER	2.00	Director	$0	$0	$0
MORA SEGAL	BOARD MEMBER	2.00	Director	$0	$0	$0
JONATHAN RAYMOND	BOARD MEMBER	2.00	Director	$0	$0	$0
JASON NICHOLAS ISAACS	CEO	50.00	Officer	$528,720	$20,620	$549,340
VANDANA VIJAY HARIHARAN	CFO/TREASURER	50.00	Officer	$274,594	$20,203	$294,797
RACHEL F MARTINEZ	COS/HEAD OF PEOPLE SERVICES/SEC	50.00	Officer	$276,669	$18,273	$294,942
KRISTOPHER JAMES CHILDS	CHIEF ACAD/EQUITY/SJ OFFICER	50.00	Key Emp	$274,704	$29,579	$304,283
CEDAR MATHIS	CHIEF OPERATING OFFICER	50.00	Key Emp	$268,089	$43,232	$311,321
DANIEL PAUL LINDSAY	REGIONAL DEV. DIRECTOR	50.00	Highest	$354,230	$16,922	$371,152
GINGER MARIE KAMRATH	DIRECTOR, CUST. SUCCESS & PART	50.00	Highest	$340,165	$16,686	$356,851
JAMIE MOYER RIGGS	DIRECTOR, CUST. SUCCESS & DATA	50.00	Highest	$346,180	$23,325	$369,505
ABBY LYNNE JOHNSON	MANAGING DIRECTOR, SALES TEAM	50.00	Highest	$304,306	$28,415	$332,721
KEYLEA JANE GARRISON	K-12 CUSTOMER SUCCESS MANAGER	50.00	Highest	$246,369	$12,009	$258,378

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	$27,553,582	$23,575,885	$58,570,740	$3,977,697
2023	$24,467,269	$22,202,777	$60,030,246	$2,264,492
2022	$24,073,214	$22,380,887	$36,369,083	$1,692,327
2021	$16,279,319	$13,538,998	$29,661,554	$2,740,321
2020	$19,946,156	$13,207,571	$24,989,011	$6,738,585
2019	$15,994,546	$13,366,192	$13,743,970	$2,628,354
2018	$15,035,171	$12,888,054	$12,016,119	$2,147,117

OPEN UP RESOURCES