UPTURN INC (EIN 814574412) - 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

2016

Legal Domicile

Principal Officer

HARLAN YU

Phone

2026772359

Tax Period

2024-01-01 to 2024-12-31

UPTURN INC, founded in 2016, is a community nonprofit that reported $3.2M in total revenue in fiscal year 2024. Revenue surged 284% from the prior year, signaling strong growth momentum. The organization ran a surplus of $858K, a strong 27% operating margin.

Mission

UPTURN ADVANCES EQUITY AND JUSTICE IN THE DESIGN, GOVERNANCE, AND USE OF TECHNOLOGY.

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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 $3,039,663

Program Service Revenue $2,000

Investment Income $133,379

Other Revenue $331

TOTAL REVENUE $3,175,373

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,996,731

Fundraising Expenses $22,461

Program Expenses $1,992,238

Other Expenses $320,901

TOTAL EXPENSES $2,317,632

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,175,373	$827,647	+2.8%
Expenses	$2,317,632	$1,994,293	+0.2%
Net Income	$857,741	$-1,166,646	-1.7%

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

$219,594

Total Directors

$219,594

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HARLAN YU	PRESIDENT & EXECUTIVE DIRECTOR	40.00	Officer Director	$191,434	$28,160	$219,594
BRANDI COLLINS-DEXTER	TREASURER	1.00	Officer Director	$0	$0	$0
NABIHA SYED	SECRETARY (UNTIL 6/2024)	1.00	Officer Director	$0	$0	$0
STEVEN RENDEROS	SECRETARY (FROM 7/2024)	1.00	Officer Director	$0	$0	$0
AMBER PIATT	MANAGING DIRECTOR (UNTIL 11/2024)	40.00	Highest	$192,157	$19,656	$211,813
MINGWEI HSU	SENIOR QUANTITATIVE ANALYST	40.00	Highest	$154,275	$16,052	$170,327
MITRA EBADOLAHI	SENIOR PROJECT DIRECTOR	40.00	Highest	$139,597	$23,128	$162,725
NATASHA DUARTE	SENIOR PROJECT DIRECTOR	40.00	Highest	$125,525	$21,033	$146,558
JOHN LOGAN KOEPKE	SENIOR PROJECT DIRECTOR	40.00	Highest	$125,525	$20,978	$146,503

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	$3,175,373	$2,317,632	$6,024,111	$857,741
2023	$827,647	$1,994,293	$5,262,965	$-1,166,646
2022	$3,778,152	$1,781,394	$6,352,640	$1,996,758
2021	$2,696,130	$1,708,382	$4,369,468	$987,748
2020	$1,297,649	$1,545,291	$3,375,661	$-247,642
2019	$989,116	$1,179,186	$4,133,900	$-190,070
2018	$3,847,386	$1,052,890	$3,781,251	$2,794,496

UPTURN INC