UP COMMUNITY IMPACT FUND CORP (EIN 852163416) - 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

PATRICK EZZELL

Phone

8324985803

Tax Period

2024-01-01 to 2024-12-31

UP COMMUNITY IMPACT FUND CORP, founded in 2020, is a micro nonprofit in the Community Improvement sector that reported $10K in total revenue in fiscal year 2024. Revenue fell 98% from the prior year — a significant decline worth monitoring. Expenses of $264K exceeded revenue, resulting in a 2679% operating deficit.

Mission

TO PROMOTE COMMUNITY DEVELOPMENT, TO IMPROVE THE ECONOMIC CONDITIONS OF PEOPLE IN UNDERSERVED AND/OR ECONOMICALLY DISTRESSED COMMUNITIES IN HOUSTON BY MAKING LOANS AND INVESTMENTS AND PROVIDING BUSINESS DEVELOPMENT SERVICES TO NON-PROFIT AND FOR-PROFIT ENTITIES TO ADVANCE SMALL BUSINESS DEVELOPMENT AND AFFORDABLE HOUSING.

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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 $0

Program Service Revenue $0

Investment Income $9,514

Other Revenue $0

TOTAL REVENUE $9,514

Expense Breakdown

Grants Paid $0

Salaries & Benefits $242,412

Fundraising Expenses $301

Program Expenses $18,614

Other Expenses $21,944

TOTAL EXPENSES $264,356

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,514	$516,563	-1.0%
Expenses	$264,356	$298,102	-0.1%
Net Income	$-254,842	$218,461	-2.2%

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

$280,127

Total Directors

$280,127

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICK EZZELL	CHAIR	1.00	Officer Director	$0	$0	$257,252
JAMES EBREY	TREASURER	1.00	Officer Director	$0	$0	$0
BLANCA BLANCO	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS BILTON	DIRECTOR	1.00	Director	$0	$0	$0
JERRY DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
BILL BANTA	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT FIEDERLEIN	DIRECTOR	1.00	Director	$0	$0	$0
JOEL NORTH	DIRECTOR	1.00	Director	$0	$0	$0
KEITH SHORT	SECRETARY	1.00	Officer Director	$0	$0	$22,875

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	$9,514	$264,356	$2,370,780	$-254,842
2023	$516,563	$298,102	$2,541,837	$218,461
2022	$125,179	$180,467	$2,220,316	$-55,288
2021	$125,274	$88,883	$162,400	$36,391
2020	$110,330	$30,600	$82,438	$79,730

UP COMMUNITY IMPACT FUND CORP