TAKE UP THE CAUSE

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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

2021

Legal Domicile

Principal Officer

CHAUNCEY JONES

Phone

5095908020

Tax Period

2022-07-01 to 2023-06-30

TAKE UP THE CAUSE, founded in 2021, is a community nonprofit in the Housing & Shelter sector that reported $1.4M in total revenue in fiscal year 2022. The organization ran a surplus of $1.3M, a strong 90% operating margin.

Mission

TO ASSIST THE BIPOC COMMUNITY IN OBTAINING INTER-GENERATIONAL WELL BEING BY RAISING AWARENESS OF THE EFFECTS OF RACISM AND INEQUITY, ADVOCATING FOR SOLUTIONS AND ELIMINATING BARRIERS BY PROVIDING BASIC SAFETY NET SERVICES AS MEMBERS MOVE FROM POVERTY TO SELF SUFFICIENCY.

Program Service Accomplishments

Program 1

Expenses: $148,275 Revenue: $68,378

ASSIST THE BIPOC COMMUNITY IN OBTAINING INTER-GENERATIONAL WELL BEING BY RAISING AWARENESS OF THE EFFECTS OF RACISM AND INEQUITY, ADVOCATING FOR SOLUTIONS AND ELIMINATING BARRIERS BY PROVIDING BASIC...

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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 $1,350,000

Program Service Revenue $68,378

Investment Income $44

Other Revenue $0

TOTAL REVENUE $1,418,422

Expense Breakdown

Grants Paid $0

Salaries & Benefits $16,862

Fundraising Expenses $0

Program Expenses $148,275

Other Expenses $131,413

TOTAL EXPENSES $148,275

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,418,422	N/A	N/A
Expenses	$148,275	N/A	N/A
Net Income	$1,270,147	$0	N/A

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

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
BETSY WILLIAMS	PRESIDENT	2.00	Officer Director	$0	$0	$0
CHRIS VENNE	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
ASHLEY MARTING	SECRETARY	2.00	Officer Director	$0	$0	$0
JASON GHAN	TREASURER	2.00	Officer Director	$0	$0	$0
MARVIN TUCKER	DIRECTOR	2.00	Director	$0	$0	$0
DOMINIC DECARO	DIRECTOR	2.00	Director	$0	$0	$0
OSCAR HARRIS	DIRECTOR	2.00	Director	$0	$0	$0
LISA GARDNER	DIRECTOR	2.00	Director	$0	$0	$0
ANNA FRANKLIN	DIRECTOR	2.00	Director	$0	$0	$0
JERRALL HAYNES	DIRECTOR	2.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$1,418,422	$148,275	$12,768,029	$1,270,147