Upwell Turtles (EIN 821309235) - 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

2017

Legal Domicile

Principal Officer

George L Shillinger

Phone

8312009989

Tax Period

2025-01-01 to 2025-12-31

Upwell Turtles, founded in 2017, is a community nonprofit in the Animal-Related sector that reported $2.0M in total revenue in fiscal year 2025. Revenue surged 65% from the prior year, signaling strong growth momentum. The organization ran a surplus of $501K, a strong 25% operating margin.

Mission

To protect and recover endangered populations of turtles by reducing threats at sea.

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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 (2025)

Revenue Breakdown

Contributions & Grants $1,955,072

Program Service Revenue $0

Investment Income $0

Other Revenue $25,493

TOTAL REVENUE $1,980,565

Expense Breakdown

Grants Paid $0

Salaries & Benefits $702,173

Fundraising Expenses $96,370

Program Expenses $1,295,286

Other Expenses $777,231

TOTAL EXPENSES $1,479,404

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,980,565	$1,200,884	+0.6%
Expenses	$1,479,404	$1,269,504	+0.2%
Net Income	$501,161	$-68,620	-8.3%

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

$338,727

Total Directors

$222,304

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
George Shillinger Pres	Executive Dir.	40.00	Officer Director	$220,560	$1,744	$222,304
Kristin Reed Operations	Director	24.00	Officer	$112,486	$3,937	$116,423
William Sullivan Chair	Director	1.00	Officer Director	$0	$0	$0
Ann Morris Director	Treasurer	1.00	Officer Director	$0	$0	$0
Rodney Berens Director	Secretary	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	$1,980,565	$1,479,404	$1,638,503	$501,161
2024	$1,200,884	$1,269,504	$1,191,513	$-68,620
2023	$1,428,958	$1,262,120	$1,176,836	$166,838
2022	$1,194,121	$1,270,084	$991,328	$-75,963
2021	$1,332,043	$995,281	$1,087,594	$336,762
2020	$854,682	$755,083	$738,040	$99,599
2020	$854,682	$755,083	$738,040	$99,599
2019	$1,024,161	$814,579	$660,708	$209,582
2018	$740,399	$509,594	$471,911	$230,805

Upwell Turtles