UPPER REACH INC (EIN 475683942) - 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

MINDY GETZ

Phone

4193101445

Tax Period

2018-01-01 to 2018-12-31

UPPER REACH INC, founded in 2015, is a micro nonprofit that reported $9K in total revenue in fiscal year 2018. Revenue surged 111% from the prior year, signaling strong growth momentum. The organization ran a surplus of $4K, a strong 43% operating margin.

Mission

THE CORPORATION IS ORGANIZED EXCLUSIVELY FOR RELIGIOUS, EDUCATIONAL, AND CHARITABLE PURPOSES INCLUDING, FOR SUCH PURPOSES, TO RAISE AND COLLECT FUNDS FOR THE UPPER REACH, INC TO ASSURE THAT THEY CAN CONTINUE TO PROVIDE SERVICES TO WYANDOT COUNTY AND THE SURROUNDING AREAS AND THE MAKING OF DISTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986 (OR THE CORRESPONDING PROVISION OF ANY FUTURE UNITED STATES INTERNAL REVENUE LAW). THE CHARITABLE PURPOSES OF THE CORPORATION INCLUDE THE FOLLOWING: (A) TO AID, ASSIST AND ENCOURAGE COMMUNITY ENDEAVORS; (B) TO AID, ASSIST AND ENCOURAGE THE COMMUNITY YOUTH TO TAKE PART IN RELIGIOUS, EDUCATIONAL, AND CHARITABLE ACTIVITIES; (C) TO RECEIVE AND ADMINISTER FUNDS FOR THE BENEFIT OF THE CORPORATION, OR ITS SUCCESSOR AND TO THAT END TO TAKE AND HOLD, BY BEQUEST, DEVISE, GIFT, PURCHASE OR LEASE, EITHER ABSOLUTELY OR IN TRUST, ANY PROPE1IY, REAL, PERSONAL OR MIXED, WITHOUT LIMITATION A

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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 (2018)

Revenue Breakdown

Contributions & Grants $5,532

Program Service Revenue $3,347

Investment Income $0

Other Revenue $0

TOTAL REVENUE $8,879

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,421

Other Expenses $5,047

TOTAL EXPENSES $5,047

Year-over-Year Comparison

	2018	2017	Change
Revenue	$8,879	$4,208	+1.1%
Expenses	$5,047	$4,216	+0.2%
Net Income	$3,832	$-8	-480.0%

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

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
BRENDA KOEHLER	TREASURER	N/A	Officer Director	$0	$0	$0
BETH COLLINS	SECRETARY	N/A	Officer Director	$0	$0	$0
SHERYL GRAFMILLER	DIRECTOR	N/A	Director	$0	$0	$0
MINDY GETZ	PRESIDENT	N/A	Officer Director	$0	$0	$0
JANINE MCMILLAN	DIRECTOR	N/A	Director	$0	$0	$0
LINDA WELKER	DIRECTOR	N/A	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
2018	$8,879	$5,047	$12,980	$3,832

UPPER REACH INC