WE LIFT YOU UP

EIN: 824444545 501(c)(3) Human Services

COVINGTON, LA

Total Revenue
$222,031
Total Expenses
$229,549
Total Assets
$68,405
Net Assets
$65,475
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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
LA
Principal Officer
LISA MCKENZIE
Phone
5049085409
Tax Period
2024-01-01 to 2024-12-31

WE LIFT YOU UP, founded in 2018, is a small nonprofit in the Human Services sector that reported $222K in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year.

Mission

PROVIDE EMOTIONAL SUPPORT AND TRAINING TO ASSIST WOMEN WHO ARE UNDERGOING CANCER TREATMENTS

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $171,514
Program Service Revenue $74,809
Investment Income $8
Other Revenue $-24,300
TOTAL REVENUE $222,031

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $24,300
Program Expenses $212,925
Other Expenses $220,278
TOTAL EXPENSES $229,549

Year-over-Year Comparison

2024 2023 Change
Revenue $222,031 $258,356 -0.1%
Expenses $229,549 $194,357 +0.2%
Net Income $-7,518 $63,999 -1.1%
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

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Governance

Voting Members
4
Independent Members
N/A
Employees
N/A
Volunteers
N/A

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
1
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
NANCY THERIOT COMBE DIRECTOR 010.00
Director
$0 $0 $0
DAWYN W GALLO DIRECTOR 010.00
Director
$0 $0 $0
ANN TUNNERMAN DIRECTOR 010.00
Director
$0 $0 $0
LISA MCKENZIE PRESIDENT 035.00
Officer
$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 $222,031 $229,549 $68,405 $-7,518
2023 $258,356 $194,357 $90,498 $63,999
2022 $227,301 $174,588 $59,151 $52,713
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