Ultimate Impact Inc (EIN 814505027) - 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

2016

Legal Domicile

Principal Officer

Rocky Beach

Phone

4156245812

Tax Period

2023-01-01 to 2023-12-31

Ultimate Impact Inc, founded in 2016, is a community nonprofit in the Youth Development sector that reported $1.1M in total revenue in fiscal year 2023. Revenue surged 52% from the prior year, signaling strong growth momentum. The organization ran a surplus of $493K, a strong 44% operating margin.

Mission

Empower youth from underrepresented communities to develop confidence, teamwork, and accountability through the sport and community of ultimate.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $1,003,846

Program Service Revenue $85,350

Investment Income $23,000

Other Revenue $11,855

TOTAL REVENUE $1,124,051

Expense Breakdown

Grants Paid $0

Salaries & Benefits $543,475

Fundraising Expenses $54,699

Program Expenses $485,715

Other Expenses $87,698

TOTAL EXPENSES $631,173

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,124,051	$739,288	+0.5%
Expenses	$631,173	$609,889	+0.0%
Net Income	$492,878	$129,399	+2.8%

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

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

$138,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Rocky Beach	Executive Dir.	40.00	Officer	$138,000	$0	$138,000
Katie Berk	President	2.00	Officer Director	$0	$0	$0
Karli Sager	Director	2.00	Director	$0	$0	$0
Courtney Keating	Director	2.00	Director	$0	$0	$0
Jennifer Scarlett	Secretary	2.00	Officer Director	$0	$0	$0
Sandy Jen	Director	2.00	Director	$0	$0	$0
Karim Basta	Treasurer	2.00	Officer Director	$0	$0	$0
Rachel Anne Dyke	Director	2.00	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
2024	No data	No data	No data	No data
2023	$1,124,051	$631,173	$1,678,518	$492,878
2022	$739,288	$609,889	$1,208,256	$129,399
2021	$883,199	$527,477	$1,080,750	$355,722
2020	$524,025	$357,814	$712,357	$166,211

Ultimate Impact Inc