Level Up Cincinnati

EIN: 880931411 501(c)(3) Education

Madeira, OH

Total Revenue
$538,507
Total Expenses
$365,165
Total Assets
$424,596
Net Assets
$424,596
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2022
Legal Domicile
OH
Principal Officer
James Rodarte
Phone
5135492779
Tax Period
2024-01-01 to 2024-12-31

Level Up Cincinnati, founded in 2022, is a small nonprofit in the Education sector that reported $539K in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $173K, a strong 32% operating margin.

Mission

LUC's mission is to empower underserved students, particularly first-gen students from low-income families, to thrive in education and professional careers. The program addresses critical challenges faced by these students, such as higher dropout rates and limited access to resources. LUC's holistic approach cultivates personal and professional growth, nurturing leaders who contribute to a more equitable and prosperous future.

Program Service Accomplishments

Program 1
Expenses: $300,388

Level Up Cincinnati Scholarship Fund - Level Up Cincinnati provides scholarships to first-generation, PELL eligible college students. Level Up Cincinnati funds the University of Cincinnati...

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Level Up Cincinnati Scholarship Fund - Level Up Cincinnati provides scholarships to first-generation, PELL eligible college students. Level Up Cincinnati funds the University of Cincinnati Scholarship Foundation, which manages the scholarship and selects students for the program. Scholarships for 2025 were funded in December of 2024.

Program 2
Expenses: $21,663

Students who participate in Level Up Cincinnati, enroll in a four-year program. During which, they are paired with two coaches. Their first coach, a Transition Coach, is a former first-generation...

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Students who participate in Level Up Cincinnati, enroll in a four-year program. During which, they are paired with two coaches. Their first coach, a Transition Coach, is a former first-generation student that helps with the transition from high school to college. The curriculum during this time is focused on college readiness, time management skills, self-evaluation, and choosing a career path.The student's second coach, a Career Coach, is assigned before their junior year of college. As most students have identified and solidified their major or areas of interest at this time, they are paired with a coach in their field of study. Coaches are tasked with aiding in the transition from college to career, sharing their network, experience in the industry, and connecting students to the business community. The curriculum during this phase is focused on leadership training, career readiness, financial acumen, and goal setting.

Program 3
Expenses: $2,410

Level Up Cincinnati provides training and support to its Coaches / Mentors. Coaches are exposed to mentorship training and courses to help them improve their mentorship skills and ensure their...

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Level Up Cincinnati provides training and support to its Coaches / Mentors. Coaches are exposed to mentorship training and courses to help them improve their mentorship skills and ensure their success with their student match.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $551,488
Program Service Revenue $0
Investment Income $0
Other Revenue $-12,981
TOTAL REVENUE $538,507

Expense Breakdown

Grants Paid $180,000
Salaries & Benefits $137,734
Fundraising Expenses $1,971
Program Expenses $324,461
Other Expenses $47,431
TOTAL EXPENSES $365,165

Year-over-Year Comparison

2024 2023 Change
Revenue $538,507 $453,506 +0.2%
Expenses $365,165 $289,859 +0.3%
Net Income $173,342 $163,647 +0.1%
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

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Governance

Voting Members
10
Independent Members
10
Employees
3
Volunteers
50

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
4
$86,250
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Michael Rodarte Chairman of the Board 1.00
Officer Director
$0 $0 $0
JeRod Lindsey Board Member/Coach Leader 5.00
Director
$0 $0 $0
Kathy List Board Member 1.00
Director
$0 $0 $0
Rene Cheatham Treasurer 1.00
Officer Director
$0 $0 $0
Paul Delaney Board Member 1.00
Director
$0 $0 $0
Jordan Hickam Secretary 1.00
Officer Director
$0 $0 $0
Elena Teran Board Member 1.00
Director
$0 $0 $0
Greg Olson Board Member 1.00
Director
$0 $0 $0
Kyle Shumate Board Member 1.00
Director
$0 $0 $0
Brendan Hosty Board Member 1.00
Director
$0 $0 $0
Jim Rodarte Executive Director 40.00
Officer
$86,250 $0 $86,250
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 $538,507 $365,165 $424,596 $173,342
2023 $453,506 $289,859 $249,244 $163,647
2022 $221,250 $135,653 $85,597 $85,597
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