Lift Up of Routt County

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1996

Legal Domicile

Principal Officer

Suzanne Fegelein

Phone

9708702727

Tax Period

2023-01-01 to 2023-12-31

Lift Up of Routt County, founded in 1996, is a community nonprofit in the Human Services sector that reported $2.6M in total revenue in fiscal year 2023. Revenue grew 20% year-over-year, indicating healthy expansion.

Mission

NON PROFIT ORGANIZATION DEDICATED TO PROVIDING RESOURCES AND ASSISTANCE TO MEET BASIC HUMAN NEEDS WHILE STRENGTHENING SELF-SUFFICIENCY, LIFT UP CONSISTENTLY SERVES 10% OR MORE OF ROUTT COUNTYS POPULATION EACH YEAR.

Program Service Accomplishments

Program 1

Expenses: $1,312,642 Revenue: $226,654

In 2023, LiftUp has served clients utilizing LiftUp funds in the following ways: LiftUp spent $205,000 serving 168 clients with housing costs through our Housing Needs fund. LiftUp spent $18,932...

In 2023, LiftUp has served clients utilizing LiftUp funds in the following ways: LiftUp spent $205,000 serving 168 clients with housing costs through our Housing Needs fund. LiftUp spent $18,932 serving 30 clients with healthcare costs through our Healthcare Fund. LiftUp spent $19,531 serving 56 clients with utility costs through our Utility Fund. LiftUp spent $816 serving 17 clients who were in a transient situation through our Community Care Fund. LiftUp spent $4,192 serving 15 clients with self-sufficiency costs through our Self-Sufficiency Fund. LiftUp spent $6,000 providing 4 Hope for the Future Scholarships to qualifying traditional and non- traditional students. LiftUp distributed 256,934 pounds of food to 2,676 clients (not unduplicated). LiftUp served 6,195 (duplicated) clients through our USDA food assistance programs, which include The Emergency Food Assistance Program (TEFAP) and the Commodity Supplemental Food Program (CSFP). LiftUp served 152,143 snacks to 18,577 children (duplicated) through our Rocket Pack program (up to 592 children weekly). LiftUp also served 162 clients in 2022 utilizing non-LiftUp funds that flow through LiftUp.

Program 2

Expenses: $786,589 Revenue: $973,938

THRIFT STORE WHERE PEOPLE IN NEED CAN RECEIVE FREE CLOTHING AND PURCHASE ITEMS AT LOW COST. LIFTUP PROVIDED 141 CLIENTS WITH THRIFT STORE VOUCHERS FOR CLOTHING AND OTHER ITEMS. DONATION CENTER IS A MEANS OF RECYCLING. THRIFT STORE PROFIT IS USED TO PROVIDE FOOD AND EMERGENCY ASSISTANCE FOR OUR CLIENTS AND FOR OPERATIONS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,303,554

Program Service Revenue $1,215,667

Investment Income $32,945

Other Revenue $0

TOTAL REVENUE $2,552,166

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $20,996

Program Expenses $2,099,231

Other Expenses $2,531,009

TOTAL EXPENSES $2,531,009

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,552,166	$2,135,634	+0.2%
Expenses	$2,531,009	$2,166,722	+0.2%
Net Income	$21,157	$-31,088	-1.7%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

365

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
PAUL ROLFES	PRESIDENT	1.00	Officer	$0	$0	$0
ERIK PETERSEN	MEMBER	1.00	Officer	$0	$0	$0
KELLY KISSLING	MEMBER	1.00	Officer	$0	$0	$0
CHERYL TRANK	VICE PRESIDENT	1.00	Officer	$0	$0	$0
DR DIANA HORNUNG	MEMBER	1.00	Officer	$0	$0	$0
SUZANNE FEGELEIN	EXECUTIVE DIRECTOR	1.00	Highest	$115,182	$0	$115,182
Catie Greene	Member	1.00	Officer	$0	$0	$0
Bette Carlson	Secretary	1.00	Officer	$0	$0	$0
Susan Mizen	Member	1.00	Officer	$0	$0	$0
Norma Ruth Ryan	Member	1.00	Officer	$0	$0	$0
Lucy Effinger	TREASURER	1.00	Officer	$0	$0	$0
Tim Selby	Member	1.00	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	No data	No data	No data	No data
2023	$2,552,166	$2,531,009	$3,135,930	$21,157
2022	$2,135,634	$2,166,722	$3,096,636	$-31,088
2021	$2,106,107	$2,217,828	$3,119,503	$-111,721
2020	$2,726,052	$1,765,622	$3,236,936	$960,430
2019	$1,680,582	$1,620,544	$2,427,728	$60,038
2018	$1,519,171	$1,510,865	$2,385,723	$8,306
2018	$1,519,171	$1,510,865	$2,385,723	$8,306