UPLIFT (EIN 830293525) - 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

1990

Legal Domicile

Principal Officer

MICHELLE HEINEN

Tax Period

2019-10-01 to 2020-09-30

UPLIFT, founded in 1990, is a small nonprofit in the Youth Development sector that reported $193K in total revenue in fiscal year 2019. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $282K exceeded revenue, resulting in a 46% operating deficit.

Mission

UPLIFT PROVIDES ADVOCACY AND SUPPORT FOR FAMILIES OF CHILDREN WITH COMPLEX BEHAVORIAL HEALTH CHALLENGES AND OTHER SPECIAL HEALTH CARE NEEDS.

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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 (2019)

Revenue Breakdown

Contributions & Grants $120,472

Program Service Revenue $71,861

Investment Income $292

Other Revenue $0

TOTAL REVENUE $192,625

Expense Breakdown

Grants Paid $0

Salaries & Benefits $192,164

Fundraising Expenses $0

Program Expenses $273,257

Other Expenses $89,734

TOTAL EXPENSES $281,898

Year-over-Year Comparison

	2019	2018	Change
Revenue	$192,625	$175,985	+0.1%
Expenses	$281,898	$230,368	+0.2%
Net Income	$-89,273	$-54,383	+0.6%

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

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

$71,321

Total Directors

$71,321

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELAINE FRANKHOUSER	BOARD MEMBER	2.00	Director	$0	$0	$0
MICHELLE HEINEN	EXECUTIVE DIRECTOR	40.00	Officer Director	$63,525	$7,796	$71,321
AMANDA HUBBARD	PRESIDENT	2.00	Officer Director	$0	$0	$0
RON VIGIL	TREASURER	2.00	Officer Director	$0	$0	$0
MELANIE LINCOLN	BOARD MEMBER	2.00	Director	$0	$0	$0
PAUL LINCOLN	VICE-PRESIDENT	2.00	Officer Director	$0	$0	$0
CHARITY MOORE	BOARD MEMBER	2.00	Director	$0	$0	$0
REBECCA ODONNELL	BOARD MEMBER	2.00	Director	$0	$0	$0
GABRIELA PEDROZA	BOARD MEMBER	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
2020	$192,625	$281,898	$50,929	$-89,273
2019	$175,985	$230,368	$137,080	$-54,383
2018	$243,235	$281,422	$193,635	$-38,187

UPLIFT