Upton Planning Committee Inc (EIN 521016700) - 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

1969

Legal Domicile

Principal Officer

Wanda G Best

Phone

4102991535

Tax Period

2024-07-01 to 2025-06-30

Upton Planning Committee Inc, founded in 1969, is a community nonprofit in the Human Services sector that reported $1.3M in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. The organization ran a surplus of $511K, a strong 39% operating margin.

Mission

Inspire community pride by renovating historic places of value

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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 $1,322,178

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,322,178

Expense Breakdown

Grants Paid $0

Salaries & Benefits $263,802

Fundraising Expenses $73,406

Program Expenses $570,288

Other Expenses $547,820

TOTAL EXPENSES $811,622

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,322,178	$1,488,682	-0.1%
Expenses	$811,622	$352,257	+1.3%
Net Income	$510,556	$1,136,425	-0.6%

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

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

$52,787

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Wanda G Best	Executive Director	040.00	Officer	$52,787	$0	$52,787
Dan Brown	Member	001.00	Director	$0	$0	$0
Charles Lee	Member	001.00	Director	$0	$0	$0
Eric Brown	Member	001.00	Director	$0	$0	$0
Arnetta Simms	Vice President	001.00	Officer Director	$0	$0	$0
Darroll Cribb	President	001.00	Officer Director	$0	$0	$0
Christina Quinones	Secretary	001.00	Officer Director	$0	$0	$0
Harry Preston	Treasurer	001.00	Officer Director	$0	$0	$0
James Hamlin	Member	001.00	Director	$0	$0	$0
Yusuh Hadith	Member	001.00	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	$1,322,178	$811,622	$2,275,245	$510,556
2024	$1,488,682	$352,257	$1,708,289	$1,136,425
2023	No data	$135,430	$601,478	No data
2022	$98,680	$173,793	$610,574	$-75,113
2021	$426,256	$258,888	$552,228	$167,368
2020	$256,154	$297,185	$164,361	$-41,031

Upton Planning Committee Inc