SOULU

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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

2008

Legal Domicile

Principal Officer

JOSH ROSEN

Phone

7734786000

Tax Period

2024-01-01 to 2024-12-31

SOULU, founded in 2008, is a community nonprofit in the Human Services sector that reported $3.4M in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. The organization ran a surplus of $885K, a strong 26% operating margin.

Mission

UPWARD COMMUNITY SUPPORTS AND ENHANCES THE EMOTIONAL, SOCIAL, AND SPIRITUAL HEALTH OF ADOLESCENTS, YOUNG ADULTS, AND THEIR FAMILIES WITH AN ARRAY OF INNOVATIVE PREVENTION AND INTERVENTION PROGRAMS AND SERVICES. WE GUIDE, ENCOURAGE, AND UPLIFT YOUTH TO REACH THEIR BEST.

Program Service Accomplishments

Program 1

Expenses: $1,327,441 Revenue: $658,607

YOUTH PROGRAMS: UPWARD COMMUNITY PROGRAMS ARE DESIGNED TO SUPPORT AND UPLIFT TEENS AND PRE-TEENS THROUGH A VARIETY OF ENGAGING ACTIVITIES. WHEN CHILDREN FEEL PRODUCTIVE AND ENERGIZED, THEY ARE...

YOUTH PROGRAMS: UPWARD COMMUNITY PROGRAMS ARE DESIGNED TO SUPPORT AND UPLIFT TEENS AND PRE-TEENS THROUGH A VARIETY OF ENGAGING ACTIVITIES. WHEN CHILDREN FEEL PRODUCTIVE AND ENERGIZED, THEY ARE MOTIVATED TO ACT IN A HEALTHY WAY. THESE PROGRAMS, FROM FITNESS RELATED ACTIVITIES, TO TRIPS, TO STIMULATING DISCUSSIONS, FOSTER PROPER SELF-IMAGE AND APPROPRIATE SOCIETAL OUTLOOK IN A SAFE AND NURTURING ENVIRONMENT. IN ADDITION TO THEIR INTRINSIC SOCIAL AND EMOTIONAL BENEFITS, THESE PROGRAMS ARE VENUES FOR PARTICIPANTS TO GAIN ADVICE AND ENCOURAGEMENT FROM STAFF AND, IN SOME CASES, A PORTAL TO TARGETED MENTAL/EMOTIONAL SERVICES OFFERED BY THE UPWARD COMMUNITY CLINICAL OFFICE.

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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 $2,751,221

Program Service Revenue $658,607

Investment Income $37

Other Revenue $0

TOTAL REVENUE $3,409,865

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,547,048

Fundraising Expenses $685,516

Program Expenses $1,327,441

Other Expenses $978,190

TOTAL EXPENSES $2,525,238

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,409,865	$2,786,378	+0.2%
Expenses	$2,525,238	$2,083,284	+0.2%
Net Income	$884,627	$703,094	+0.3%

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

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

$312,909

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MRS CHAYA TOVA HARTMAN	CHAIRMAN	1.00	Officer Director	$0	$0	$0
MR JOSH ROSEN	CHAIRMAN	1.00	Officer Director	$0	$0	$0
MR YONI BELLOWS	BOARD MEMBER	1.00	Director	$0	$0	$0
MR NESANEL DAVIS	BOARD MEMBER	1.00	Director	$0	$0	$0
MR YESHOSHUA DAVIS	BOARD MEMBER	1.00	Director	$0	$0	$0
MR ARI GALSTER	BOARD MEMBER	1.00	Director	$0	$0	$0
MR TZVI KOST	BOARD MEMBER	1.00	Director	$0	$0	$0
MR AVEESHI LEV	BOARD MEMBER	1.00	Director	$0	$0	$0
MR NACHUM MEYERS	BOARD MEMBER	1.00	Director	$0	$0	$0
MR MOSHE POLSTEIN	BOARD MEMBER	1.00	Director	$0	$0	$0
MRS ROCHIE PORUSH	BOARD MEMBER	1.00	Director	$0	$0	$0
MR JOSEPH SCHWARTZ	BOARD MEMBER	1.00	Director	$0	$0	$0
MRS RACHEL KARESH	EXECUTIVE DIRECTOR/PRESIDENT	40.00	Officer	$207,862	$29,332	$237,194
MRS AIMEE SHEMANO KRUPP	SECRETARY/TREASURER	40.00	Officer	$73,087	$2,628	$75,715
MR AVERY AMSTER	DIRECTOR OF DEVELOPMENT	40.00	Highest	$103,719	$7,392	$111,111
MRS STEPHANIE ATKIN	CLINICAL DIRECTOR	40.00	Highest	$101,887	$3,424	$105,311
MRS REBECCA EFRON	DIRECTOR OF PREVENTION	40.00	Highest	$101,243	$3,404	$104,647

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	$3,409,865	$2,525,238	$2,749,576	$884,627
2023	$2,786,378	$2,083,284	$1,811,335	$703,094
2022	$1,729,027	$1,415,804	$1,108,241	$313,223
2021	$1,745,153	$1,046,684	$795,018	$698,469
2020	$797,740	$693,521	$303,144	$104,219
2019	$813,315	$704,692	$205,330	$108,623