ELEVATE BRIDGEPORT INC (EIN 851121429) - 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

2020

Legal Domicile

Principal Officer

ERIC TORRES

Phone

2035201669

Tax Period

2023-07-01 to 2024-06-30

ELEVATE BRIDGEPORT INC, founded in 2020, is a small nonprofit in the Education sector that reported $880K in total revenue in fiscal year 2023. Expenses of $805K left a modest 9% surplus.

Mission

BUILDING LONG-TERM, LIFE-CHANGING RELATIONSHIPS WITH URBAN YOUTH, EQUIPPING THEM TO THRIVE AND CONTRIBUTE TO THEIR COMMUNITY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $880,341

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $880,341

Expense Breakdown

Grants Paid $0

Salaries & Benefits $580,368

Fundraising Expenses $28,682

Program Expenses $669,939

Other Expenses $225,075

TOTAL EXPENSES $805,443

Year-over-Year Comparison

	2023	2022	Change
Revenue	$880,341	$893,172	0.0%
Expenses	$805,443	$548,462	+0.5%
Net Income	$74,898	$344,710	-0.8%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JACK ZIMMERMAN	TREASURER	5.00	Director	$0	$0	$0
LINDSEY UPSHAW	MEMBER	5.00	Director	$0	$0	$0
WILLIAM MCCULLOUGH	MEMBER	5.00	Director	$0	$0	$0
BOB NIEDERMEIER	PRESIDENT	5.00	Officer	$0	$0	$0
JOHN BROCKENBERRY	SECRETARY	5.00	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	$880,341	$805,443	$609,685	$74,898
2023	$893,172	$548,462	$540,620	$344,710
2022	$353,351	$242,520	$189,963	$110,831

ELEVATE BRIDGEPORT INC