UPLAND ADVISORS INC (EIN 834572806) - 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

2019

Legal Domicile

Principal Officer

JASON GELBORT

Phone

2028102227

Tax Period

2024-01-01 to 2024-12-31

UPLAND ADVISORS INC, founded in 2019, is a small nonprofit in the International Affairs sector that reported $699K in total revenue in fiscal year 2024. Revenue fell 78% from the prior year — a significant decline worth monitoring. Expenses of $1.3M exceeded revenue, resulting in a 92% operating deficit.

Mission

UPLAND ADVISORS SEEKS TO FOSTER AND SUPPORT SUSTAINABLE PEACEBUILDING INITIATIVES IN CONFLICT-AFFECTED COUNTRIES THROUGH ACADEMIC RESEARCH, STAKEHOLDER EDUCATION AND TRAINING, AND NON-PARTISAN ADVOCACY AND POLICYMAKING.

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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 $688,620

Program Service Revenue $6,500

Investment Income $3,906

Other Revenue $0

TOTAL REVENUE $699,026

Expense Breakdown

Grants Paid $0

Salaries & Benefits $244,748

Fundraising Expenses $1,501

Program Expenses $1,283,213

Other Expenses $1,098,492

TOTAL EXPENSES $1,343,240

Year-over-Year Comparison

	2024	2023	Change
Revenue	$699,026	$3,210,160	-0.8%
Expenses	$1,343,240	$1,155,445	+0.2%
Net Income	$-644,214	$2,054,715	-1.3%

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

$183,810

Total Directors

$183,810

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JASON GELBORT	EXECUTIVE DIRECTOR AND SECRETARY	50	Officer Director	$171,360	$12,450	$183,810
RANDY BENJENK	PRESIDENT AND BOARD MEMBER	1	Officer Director	$0	$0	$0
MATTHEW COLMAN	TREASURER AND BOARD MEMBER	1	Officer 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
2024	$699,026	$1,343,240	$1,541,425	$-644,214
2023	$3,210,160	$1,155,445	$2,202,839	$2,054,715

UPLAND ADVISORS INC