UPLIFT MISSION (EIN 854061905) - 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

ALEXIS WALBECK

Phone

8016356438

Tax Period

2022-01-01 to 2022-12-31

UPLIFT MISSION, founded in 2020, is a micro nonprofit that reported $68K in total revenue in fiscal year 2022. Revenue fell 34% from the prior year — a significant decline worth monitoring. Expenses of $122K exceeded revenue, resulting in a 79% operating deficit.

Mission

THE ORGANIZATION SEEKS TO IMPROVE THE STANDARD OF LIVING AND OVERALL WELL BEING FOR MEMBERS OF THEIR COMMUNITY, USUALLY THROUGH HOME RENOVATIONS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $68,470

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $68,470

Expense Breakdown

Grants Paid $121,978

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $121,978

Other Expenses $345

TOTAL EXPENSES $122,323

Year-over-Year Comparison

	2022	2021	Change
Revenue	$68,470	$104,177	-0.3%
Expenses	$122,323	$42,234	+1.9%
Net Income	$-53,853	$61,943	-1.9%

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
ALEXIS WALBECK	DIRECTOR	3.00	Officer Director	$0	$0	$0
PARKER WALBECK	DIRECTOR	3.00	Officer Director	$0	$0	$0
LUCY WALBECK	DIRECTOR	3.00	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
2022	$68,470	$122,323	$10,362	$-53,853
2021	$104,177	$42,234	$64,215	$61,943

UPLIFT MISSION