UPWARD FOR CHILDREN AND FAMILIES (EIN 860221195) - 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

1969

Legal Domicile

Principal Officer

ALISA CHATINSKY

Phone

6022795801

Tax Period

2024-07-01 to 2025-06-30

UPWARD FOR CHILDREN AND FAMILIES, founded in 1969, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2024. Revenue fell 20% from the prior year — a significant decline worth monitoring. Expenses of $4.6M exceeded revenue, resulting in a 208% operating deficit.

Mission

HELPING CHILDREN WITH SPECIAL NEEDS MEET THEIR HIGHEST POTENTIAL WHILE EMPOWERING THEIR FAMILIES TO THRIVE.

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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 $390,706

Program Service Revenue $1,106,909

Investment Income $8

Other Revenue $101

TOTAL REVENUE $1,497,724

Expense Breakdown

Grants Paid $2,914,721

Salaries & Benefits $1,265,426

Fundraising Expenses $34,445

Program Expenses $3,947,567

Other Expenses $433,825

TOTAL EXPENSES $4,613,972

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,497,724	$1,878,123	-0.2%
Expenses	$4,613,972	$2,050,342	+1.3%
Net Income	$-3,116,248	$-172,219	+17.1%

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

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

$156,702

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOS ANSHELL	PRESIDENT	1.00	Officer Director	$0	$0	$0
MARSHALL PORTER THRU 2225	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
MB THOMAS	SECRETARY	1.00	Officer Director	$0	$0	$0
DAVID MATTHEWS	TREASURER	1.00	Officer Director	$0	$0	$0
SUSAN STONE ROSENFIELD	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN CRITCHFIELD	DIRECTOR	1.00	Director	$0	$0	$0
DOUG CARTER THRU 9132024	CEO	40.00	Officer	$104,126	$5,976	$110,102
ALISA CHATINSKY START 102024	CEO	40.00	Officer	$46,600	$0	$46,600

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
2025	$1,497,724	$4,613,972	No data	$-3,116,248
2024	$1,878,123	$2,050,342	$3,978,149	$-172,219
2023	$1,568,504	$2,122,218	$4,350,740	$-553,714
2022	$1,746,261	$2,142,604	$4,450,153	$-396,343
2021	$1,778,927	$1,997,822	$4,876,100	$-218,895
2020	$2,242,239	$2,416,412	$5,090,065	$-174,173

UPWARD FOR CHILDREN AND FAMILIES