LIFT UP COMMUNITIES

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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

2022

Legal Domicile

Principal Officer

JULIAN POSADA

Phone

3127313742

Tax Period

2024-01-01 to 2024-12-31

LIFT UP COMMUNITIES, founded in 2022, is a small nonprofit in the Human Services sector that reported $684K in total revenue in fiscal year 2024. Revenue surged 118% from the prior year, signaling strong growth momentum. Expenses of $629K left a modest 8% surplus.

Mission

WE HOPE TO EMPOWER CLIENTS AS THEY WORK TO INCREASE THEIR WELL-BEING WHILE ALSO CREATING A RIPPLE EFFECT FOR THEIR NETWORKS OVERALL HEALTH AND ECONOMIC STABILITY. IN ADDITION TO OUR CASE MANAGEMENT EFFORTS, WE PROVIDE SUPPLEMENTAL PROGRAMMING FOR OUR CLIENTS.

Program Service Accomplishments

Program 1

Expenses: $447,670 Revenue: $0

WE WORK IN TANDEM WITH LIFTUP ENTERPRISES, OUR FOR-PROFIT SOCIAL ENTERPRISE, AND ITS OPERATING COMPANIES, DO RIGHT SERVICES, TO PROVIDE HEALTH AND WELLNESS SUPPORT, FINANCIAL LITERACY, FOOD SECURITY, HOUSING SUPPORT, LEGAL SERVICES AND IMMIGRATION, AND TRAINING AND DEVELOPMENT/ESL SERVICES.

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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 $683,879

Program Service Revenue $0

Investment Income $0

Other Revenue $9

TOTAL REVENUE $683,888

Expense Breakdown

Grants Paid $25,543

Salaries & Benefits $198,731

Fundraising Expenses $0

Program Expenses $447,670

Other Expenses $404,305

TOTAL EXPENSES $628,579

Year-over-Year Comparison

	2024	2023	Change
Revenue	$683,888	$313,185	+1.2%
Expenses	$628,579	$300,802	+1.1%
Net Income	$55,309	$12,383	+3.5%

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

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
DAVID HUNT	CHAIR OF THE BOARD	1.00	Director	$0	$0	$0
SARA GUDERYAHN	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDREW MEANS	BOARD MEMBER	1.00	Director	$0	$0	$0
AMY J PENA	BOARD MEMBER	1.00	Director	$0	$0	$0
JULIAN POSADA	BOARD MEMBER	1.00	Director	$0	$0	$0
DIANA C SHARPE	BOARD MEMBER	1.00	Director	$0	$0	$0
TYLER CAROLAN	BOARD MEMBER	1.00	Director	$0	$0	$0
CRAIG HUFFMAN	BOARD MEMBER	1.00	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
2024	$683,888	$628,579	$386,439	$55,309
2023	$313,185	$300,802	$332,669	$12,383
2022	$385,587	$74,224	$318,747	$311,363