LIFT ME UP INC (EIN 510187545) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1990

Legal Domicile

Principal Officer

JULIE CASSO

Phone

7033042884

Tax Period

2023-01-01 to 2023-12-31

LIFT ME UP INC, founded in 1990, is a small nonprofit that reported $293K in total revenue in fiscal year 2018. Revenue decreased 13% compared to the prior year. Expenses of $382K exceeded revenue, resulting in a 31% operating deficit.

Mission

LIFT ME UP! MISSION IS TO PROVIDE SAFE, EFFECTIVE, AND CHALLENGING THERAPEUTIC HORSEMANSHIP. DEDICATED TO HELPING CHILDREN AND ADULTS WITH A WIDE RANGE OF DISABILITIES, THE PROGRAM HELPS INDIVIDUALS DEVELOP PHYSICALLY, MENTALLY AND EMOTIONALLY IN A CARING AND FUN ENVIRONMENT THAT EMPOWERS THEM IN WAYS DIFFERENT FROM TRADITIONAL THERAPY.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $312,666

Program Service Revenue $322,850

Investment Income $6,576

Other Revenue $-145,585

TOTAL REVENUE $496,507

Expense Breakdown

Grants Paid $0

Salaries & Benefits $242,087

Fundraising Expenses $5,511

Program Expenses $387,388

Other Expenses $236,305

TOTAL EXPENSES $478,392

Year-over-Year Comparison

	2023	2022	Change
Revenue	$496,507	$616,415	-0.2%
Expenses	$478,392	$466,578	+0.0%
Net Income	$18,115	$149,837	-0.9%

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

202

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

$38,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TERESA RUTLEDGE	PRESIDENT	15.00	Officer Director	$0	$0	$0
DEIADRE RAUCH	VICE PRESIDENT	15.00	Officer Director	$0	$0	$0
DARLENE MCCAFFERY	SECRETARY	10.00	Officer Director	$0	$0	$0
DON WEYBECK	TREASURER	10.00	Officer Director	$0	$0	$0
SILVIA STANKOVA	MEMBER	2.00	Director	$0	$0	$0
DAVE GIROUX	MEMBER	2.00	Director	$0	$0	$0
SHELLEY DAVENPORT	MEMBER	2.00	Director	$0	$0	$0
BEVIN NICHOLSON	MEMBER	2.00	Director	$0	$0	$0
JULIE CASSO	EXECUTIVE DIRECTOR	40.00	Officer	$38,500	$0	$38,500

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	$496,507	$478,392	$1,890,547	$18,115
2022	$616,415	$466,578	$1,934,750	$149,837
2021	$551,715	$388,970	$1,782,739	$162,745
2020	$271,959	$260,903	$1,696,705	$11,056
2019	$305,917	$326,712	$1,714,018	$-20,795
2018	$292,621	$382,378	$1,778,247	$-89,757

LIFT ME UP INC