LIFT UP O'ROURKE (EIN 823630879) - 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

2018

Legal Domicile

Principal Officer

SHANE O'ROURKE

Phone

6128503703

Tax Period

2024-01-01 to 2024-12-31

LIFT UP O'ROURKE, founded in 2018, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $366K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $62K, a strong 17% operating margin.

Mission

BRING HEALING TO OUR HURTING WORLD

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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 $354,841

Program Service Revenue $0

Investment Income $10,577

Other Revenue $175

TOTAL REVENUE $365,593

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $35,758

Program Expenses $267,361

Other Expenses $267,361

TOTAL EXPENSES $303,119

Year-over-Year Comparison

	2024	2023	Change
Revenue	$365,593	$336,876	+0.1%
Expenses	$303,119	$294,496	+0.0%
Net Income	$62,474	$42,380	+0.5%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOE BEARD	CREATIVE DIR	2.00	Director	$0	$0	$0
BEN MURPHY	SECRETARY	2.00	Director	$0	$0	$0
ERIK NORMAN	PRESIDENT	2.00	Director	$0	$0	$0
SHANE O'ROURKE	CEO	2.00	Director	$0	$0	$0
TIM O'ROURKE	VICE PRESIDE	2.00	Director	$0	$0	$0
MATT PASCHKE	TRESURER	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2024	$365,593	$303,119	$357,937	$62,474
2023	$336,876	$294,496	$294,001	$42,380
2022	$492,068	$482,006	$254,841	$10,062
2021	$420,650	$350,325	$249,680	$70,325
2020	$355,585	$186,086	$178,378	$169,499
2019	$158,774	$72,083	$24,205	$86,691
2018	$40,882	$21,626	$19,257	$19,256

LIFT UP O'ROURKE