UPWARD TRANSITIONS INC (EIN 730590277) - 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

1927

Legal Domicile

Principal Officer

PERIANN PULLIAM

Phone

4052325507

Tax Period

2024-07-01 to 2025-06-30

UPWARD TRANSITIONS INC, founded in 1927, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2024.

Mission

TO PREVENT GENERATIONAL PROVERTY THROUGH COMMUNITY COLLABORATION, EMERGENCY RELIEF AND EMPOWERMENT, THEREFORE INSPIRING HOPE WITH OUR NEIGHBORS EXPERIENCING HOUSING INSTABILITY.

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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 $1,080,315

Program Service Revenue $6,919

Investment Income $6,544

Other Revenue $65,974

TOTAL REVENUE $1,159,752

Expense Breakdown

Grants Paid $368,879

Salaries & Benefits $559,665

Fundraising Expenses $97,685

Program Expenses $978,608

Other Expenses $209,748

TOTAL EXPENSES $1,138,292

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,159,752	$1,171,005	0.0%
Expenses	$1,138,292	$1,295,352	-0.1%
Net Income	$21,460	$-124,347	-1.2%

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

150

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

$80,738

Total Directors

$80,738

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRANDON KEMP	PRESIDENT	1.00	Officer Director	$0	$0	$0
MELINDA MERIDETH	PRESIDENT ELECT	1.00	Officer Director	$0	$0	$0
DANA GIROUX	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MELANIE RAMSEYER	TREASURER	1.00	Officer Director	$0	$0	$0
A J SINGER	SECRETARY	1.00	Officer Director	$0	$0	$0
ROSE LANE	BOARD MEMBER	1.00	Director	$0	$0	$0
MARKIE BERG	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFF MULDER	BOARD MEMBER	1.00	Director	$0	$0	$0
SHANEQUAH BRISON	BOARD MEMBER	1.00	Director	$0	$0	$0
COREY COLEMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
TRENT RILEY	BOARD MEMBER	1.00	Director	$0	$0	$0
SIMON BRIGHT	BOARD MEMBER	1.00	Director	$0	$0	$0
LANEKA WILSON	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDREA WEIG	BOARD MEMBER	1.00	Director	$0	$0	$0
PERIANN PULLIAM	CEO	40.00	Officer Director	$80,738	$0	$80,738
DAVID DANI	BOARD MEMBER	1.00	Director	$0	$0	$0
STEPHANIE HARRIS	BOARD MEMBER	1.00	Director	$0	$0	$0
FRANK HINTON	BOARD MEMBER	1.00	Director	$0	$0	$0
CASEY JOHNSON	BOARD MEMBER	1.00	Director	$0	$0	$0
JONICA JOHNSON	BOARD MEMBER	1.00	Director	$0	$0	$0
SARAH LUCY	BOARD MEMBER	1.00	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	$1,159,752	$1,138,292	$1,948,632	$21,460
2024	$1,171,005	$1,295,352	$1,927,847	$-124,347
2023	$1,588,282	$1,304,999	$2,057,555	$283,283
2022	$1,296,375	$1,213,327	$1,772,568	$83,048
2021	$1,353,098	$1,294,447	$1,733,048	$58,651
2020	$930,978	$961,583	$1,645,370	$-30,605
2019	$816,045	$808,037	$1,576,993	$8,008
2018	$769,939	$821,420	$1,684,128	$-51,481

UPWARD TRANSITIONS INC