LAFAYETTE COMMUNITY DEVELOPMENT FUND dba UPLFT CAPITAL ACCESS (EIN 873854572) - 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

2021

Legal Domicile

Principal Officer

STEVEN SONNIER

Phone

3375042314

Tax Period

2023-01-01 to 2023-12-31

LAFAYETTE COMMUNITY DEVELOPMENT FUND dba UPLFT CAPITAL ACCESS, founded in 2021, is a small nonprofit in the Community Improvement sector that reported $168K in total revenue in fiscal year 2023. Revenue fell 82% from the prior year — a significant decline worth monitoring. Expenses of $219K exceeded revenue, resulting in a 30% operating deficit.

Mission

TO PROVIDE FINANCING AND INVESTMENT OPPORTUNITIES THAT PROMOTE COMMUNITY DEVELOPMENT IN LOW-INCOME AND UNDERSERVED COMMUNITIES OF LAFAYETTE

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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 (2023)

Revenue Breakdown

Contributions & Grants $136,316

Program Service Revenue $31,634

Investment Income $75

Other Revenue $0

TOTAL REVENUE $168,025

Expense Breakdown

Grants Paid $125,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $213,411

Other Expenses $93,549

TOTAL EXPENSES $218,549

Year-over-Year Comparison

	2023	2022	Change
Revenue	$168,025	$909,163	-0.8%
Expenses	$218,549	N/A	N/A
Net Income	$-50,524	$909,163	-1.1%

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

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
CARLEE ALM LABAR	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ANGELA MORRISON	BOARD MEMBER	1.00	Director	$0	$0	$0
MANDI MITCHELL	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
LUKE SONNIER	SECRETARY/TREAS	1.00	Officer Director	$0	$0	$0
MONICA DECLOUET	BOARD MEMBER	1.00	Director	$0	$0	$0
JOAN SAVOY	BOARD MEMBER	1.00	Director	$0	$0	$0
RUDY ALFRED	BOARD MEMBER	1.00	Director	$0	$0	$0
PAUL CARTER	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	No data	No data	No data	No data
2023	$168,025	$218,549	$1,220,000	$-50,524
2022	$909,163	No data	$1,409,163	No data

LAFAYETTE COMMUNITY DEVELOPMENT FUND dba UPLFT CAPITAL ACCESS