Level Up Solutions Inc (EIN 473406976) - 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

Shannon Hahn

Phone

3106481787

Tax Period

2023-01-01 to 2023-12-31

Level Up Solutions Inc, founded in 2015, is a community nonprofit in the Human Services sector that reported $1.1M in total revenue in fiscal year 2023. Revenue surged 39% from the prior year, signaling strong growth momentum. Expenses of $1.0M left a modest 11% surplus.

Mission

Level Up Solutions provides services to adults with developmental disabilities residing in the Southern California area.

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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 $0

Program Service Revenue $1,132,396

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,132,396

Expense Breakdown

Grants Paid $0

Salaries & Benefits $762,708

Fundraising Expenses $0

Program Expenses $677,158

Other Expenses $240,628

TOTAL EXPENSES $1,003,336

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,132,396	$811,814	+0.4%
Expenses	$1,003,336	$902,093	+0.1%
Net Income	$129,060	$-90,279	-2.4%

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

$205,635

Total Directors

$110,965

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Michael Harley	VP & Executive Director	1.00	Officer Director	$110,965	$0	$110,965
Chad Hahn	Secretary	0.00	Director	$0	$0	$0
Lisa Amin Desai	Treasurer	0.00	Director	$0	$0	$0
Shannon Hahn	Operations Director	1.00	Officer	$94,670	$0	$94,670

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	No data	No data	No data	No data
2023	$1,132,396	$1,003,336	$510,957	$129,060
2022	$811,814	$902,093	$375,890	$-90,279
2021	$955,420	$816,251	$532,430	$139,169
2020	$925,639	$806,919	$393,442	$118,720
2019	$808,270	$791,467	$257,952	$16,803
2018	$829,102	$848,960	$225,286	$-19,858

Level Up Solutions Inc