UPCHIEVE INC (EIN 824456163) - 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

ALYSA MURRAY

Phone

6469798755

Tax Period

2024-01-01 to 2024-12-31

UPCHIEVE INC, founded in 2017, is a community nonprofit in the Education sector that reported $2.8M in total revenue in fiscal year 2024. Revenue fell 32% from the prior year — a significant decline worth monitoring. Net assets of $6.1M represent 26 months of operating reserves.

Mission

TO PROVIDE LOW-INCOME YOUTH WITH LIVE ACADEMIC SUPPORT TO HELP THEM ACHIEVE UPWARD MOBILITY.

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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 $2,674,884

Program Service Revenue $26,000

Investment Income $60,608

Other Revenue $0

TOTAL REVENUE $2,761,492

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,943,431

Fundraising Expenses $219,248

Program Expenses $2,400,708

Other Expenses $820,213

TOTAL EXPENSES $2,763,644

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,761,492	$4,074,759	-0.3%
Expenses	$2,763,644	$2,004,383	+0.4%
Net Income	$-2,152	$2,070,376	-1.0%

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

3600

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

$201,905

Total Directors

$201,905

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALYSA MURRAY	CHAIR/EXECUTIVE DIRECTOR	50.00	Officer Director	$183,000	$18,905	$201,905
BHAVIN PARIKH	VICE CHAIR	1.00	Officer Director	$0	$0	$0
GEOFFREY HILL	TREASURER	1.00	Officer Director	$0	$0	$0
SAMIA AFRIN	SECRETARY (FROM JUNE 2024)	1.00	Officer Director	$0	$0	$0
KERRI-ANN WRIGHT	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN LEVIN	DIRECTOR	1.00	Director	$0	$0	$0
KATE HOFFMAN	DIRECTOR	1.00	Director	$0	$0	$0
JOHN ALANIZ	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS SHAW	HEAD OF PRODUCT	40.00	Highest	$150,901	$19,936	$170,837
SAMUEL NAVE	SENIOR SOFTWARE ENGINEER	40.00	Highest	$142,123	$16,141	$158,264
ALEXANDRA LINDSAY	SENIOR SOFTWARE ENGINEER	40.00	Highest	$145,147	$27,124	$172,271
JAMIE KASULIS	SOFTWARE ENGINEER	40.00	Highest	$139,848	$15,220	$155,068
TREY STEVENS	SOFTWARE ENGINEER	40.00	Highest	$136,000	$16,410	$152,410

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	$2,761,492	$2,763,644	$6,085,864	$-2,152
2023	$4,074,759	$2,004,383	$5,997,267	$2,070,376
2022	$2,705,013	$1,758,257	$3,885,476	$946,756
2021	$2,812,010	$735,656	$3,067,583	$2,076,354
2020	$791,405	$345,106	$903,052	$446,299
2019	$491,001	$141,948	$400,545	$349,053

UPCHIEVE INC