UNITED POWER ROUND UP FOUNDATION

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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

1994

Legal Domicile

Principal Officer

TRAVIS STORIN

Phone

8004688809

Tax Period

2024-01-01 to 2024-12-31

UNITED POWER ROUND UP FOUNDATION, founded in 1994, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $251K in total revenue in fiscal year 2024.

Mission

ACCUMULATION AND DISBURSEMENT OF FUNDS FOR CHARITABLE PURPOSES WITHIN UNITED POWER'S TERRITORY IN ASSISTANCE TO INDIVIDUALS AND FAMILIES FOR FOOD, SHELTER, CLOTHING, HEALTH, AND EDUCATION NEEDS.

Program Service Accomplishments

Program 1

Expenses: $249,025

PROVIDE SUPPORT THROUGH GRANTS TO INDIVIDUALS, FAMILIES, ORGANIZATIONS, AND CHARITIES IN THE SERVICE TERRITORY OF UNITED POWER. THE ORGANZIATION RECEIVED $19,174 OF IN-KIND SERVICES DURING 2024 WHICH...

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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 $250,678

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $250,678

Expense Breakdown

Grants Paid $249,025

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $249,025

Other Expenses $445

TOTAL EXPENSES $249,470

Year-over-Year Comparison

	2024	2023	Change
Revenue	$250,678	$254,928	0.0%
Expenses	$249,470	$205,901	+0.2%
Net Income	$1,208	$49,027	-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

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
JAMES LONG	PRESIDENT	0.50	Officer Director	$0	$0	$0
PAIGE WAGNER-MAUL	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
SUE CORBETT	SECRETARY	0.50	Officer Director	$0	$0	$0
ANDREA NABARRETE	TREASURER	0.50	Officer Director	$0	$0	$0
BILL ALSDORF	ASST. SEC/TREASURER	0.50	Officer Director	$0	$0	$0
JOAN KNISS	DIRECTOR	0.50	Director	$0	$0	$0
DALE MCCALL	DIRECTOR	0.50	Director	$0	$0	$0
KEVIN KILDOW	DIRECTOR	0.50	Director	$0	$0	$0
STEVE MORNIS	DIRECTOR	0.50	Director	$0	$0	$0
THERESE LEWIS	DIRECTOR	0.50	Director	$0	$0	$0
KATIE SINGLETON	DIRECTOR	0.50	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	$250,678	$249,470	$225,798	$1,208
2023	$254,928	$205,901	$224,590	$49,027
2022	$241,984	$184,045	$175,563	$57,939
2021	$222,476	$176,940	$117,694	$45,536