Uplift Milford (EIN 884233550) - 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

2022

Legal Domicile

Principal Officer

Cassandra Pike

Phone

6026974307

Tax Period

2024-01-01 to 2024-12-31

Uplift Milford, founded in 2022, is a micro nonprofit in the Human Services sector that reported $71K in total revenue in fiscal year 2024. Revenue surged 33% from the prior year, signaling strong growth momentum. The organization ran a surplus of $38K, a strong 54% operating margin.

Mission

Support individuals through schools and Community Sharing pantry to prevent long-term hardship

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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 $63,276

Program Service Revenue $0

Investment Income $0

Other Revenue $8,154

TOTAL REVENUE $71,430

Expense Breakdown

Grants Paid $24,225

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $31,098

Other Expenses $8,757

TOTAL EXPENSES $32,982

Year-over-Year Comparison

	2024	2023	Change
Revenue	$71,430	$53,825	+0.3%
Expenses	$32,982	$25,431	+0.3%
Net Income	$38,448	$28,394	+0.4%

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

N/A

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
Cassie Pike	Treasurer	002.00	Officer Director	$0	$0	$0
Cathy Lum	VP Secretary	002.00	Officer Director	$0	$0	$0
Emily Lulttenbacher	President	002.00	Officer Director	$0	$0	$0
Sam Pavlak	Excutive Director	002.00	Officer Director	$0	$0	$0
Jennifer Rhodes	Executive Director	002.00	Officer 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	$71,430	$32,982	$65,842	$38,448
2023	$53,825	$25,431	$27,894	$28,394

Uplift Milford