LIFT UP CAROLINAS (EIN 561781080) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1992

Legal Domicile

Principal Officer

DIANA GIBBS

Phone

7045255228

Tax Period

2024-06-01 to 2025-05-31

LIFT UP CAROLINAS, founded in 1992, is a community nonprofit in the Community Improvement sector that reported $1.4M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $1.5M exceeded revenue, resulting in a 12% operating deficit.

Mission

LIFT UP CAROLINAS IS A NONPROFIT VOLUNTEER ORGANIZATION DEDICATED TO IMPROVING THE LIVES OF CHILDREN AND FAMILIES THROUGH COMMUNITY-BASED PHILANTHROPIC PROGRAMS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,152,391

Program Service Revenue $0

Investment Income $209,333

Other Revenue $18,653

TOTAL REVENUE $1,380,377

Expense Breakdown

Grants Paid $190,180

Salaries & Benefits $143,798

Fundraising Expenses $202,770

Program Expenses $1,243,658

Other Expenses $1,209,821

TOTAL EXPENSES $1,543,799

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,380,377	$1,259,127	+0.1%
Expenses	$1,543,799	$1,277,221	+0.2%
Net Income	$-163,422	$-18,094	+8.0%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

275

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
JERI CASEY	SECRETARY	5.00	Officer Director	$0	$0	$0
EDNA COGGINS	VP MEMBER &	5.00	Director	$0	$0	$0
DIANA GIBBS	TREASURER	10.00	Officer Director	$0	$0	$0
LINDA NASH	PRESIDENT-EL	5.00	Officer Director	$0	$0	$0
NATALIE NORMAN	PRESIDENT	10.00	Officer Director	$0	$0	$0
DIANNE NUNNALLY	VP EDUCATION	5.00	Director	$0	$0	$0
CYNTHIA O'NEILL	VP MARKETING	5.00	Director	$0	$0	$0
HERB PECK	VP STRATEGIC	5.00	Director	$0	$0	$0
KAREN SITTON	VP PHILANTHR	5.00	Director	$0	$0	$0
JOHN TERNES	VP FUND DEVE	5.00	Director	$0	$0	$0
ANN VILLIER	VP OPERATION	5.00	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	$1,380,377	$1,543,799	$8,082,892	$-163,422
2024	$1,259,127	$1,277,221	$8,256,759	$-18,094
2023	$12,869,060	$7,104,647	$8,233,349	$5,764,413
2022	$879,446	$892,056	$8,336,811	$-12,610
2021	$818,622	$681,469	$2,907,869	$137,153
2020	$829,295	$809,610	$2,839,731	$19,685
2019	$879,721	$772,926	$2,897,479	$106,795

LIFT UP CAROLINAS