UPLIFT NORTHWEST (EIN 910607513) - 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

1921

Legal Domicile

Principal Officer

ANGINA HALL

Phone

2067285627

Tax Period

2023-01-01 to 2023-12-31

UPLIFT NORTHWEST, founded in 1921, is a mid-sized nonprofit in the Human Services sector that reported $15.9M in total revenue in fiscal year 2023. Revenue surged 51% from the prior year, signaling strong growth momentum. Expenses of $13.6M left a modest 14% surplus.

Mission

FOR OVER A HUNDRED YEARS, UPLIFT NORTHWEST HAS BEEN DEDICATED TO SERVING THE PUGET SOUND REGION, PROVIDING JOBS AND COMPREHENSIVE SUPPORT SERVICES TO THOSE GRAPPLING WITH HOMELESSNESS, UNEMPLOYMENT, UNDEREMPLOYMENT, AND POVERTY. THROUGH OUR WORKFORCE DEVELOPMENT INITIATIVES, WE FORGE PATHWAYS TO DIGNIFIED, LIVING-WAGE EMPLOYMENT, EMPOWERING OUR COMMUNITY MEMBERS TO GO FROM SURVIVING TO THRIVING.

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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 $6,039,992

Program Service Revenue $9,492,921

Investment Income $347,316

Other Revenue $0

TOTAL REVENUE $15,880,229

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,456,123

Fundraising Expenses $721,222

Program Expenses $12,164,697

Other Expenses $5,135,653

TOTAL EXPENSES $13,591,776

Year-over-Year Comparison

	2023	2022	Change
Revenue	$15,880,229	$10,528,850	+0.5%
Expenses	$13,591,776	$10,865,796	+0.3%
Net Income	$2,288,453	$-336,946	-7.8%

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

1197

Volunteers

117

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

$359,526

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEVIN KENNEDY	PRESIDENT	5.00	Officer Director	$0	$0	$0
MIKE COMPLITA	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
BRAD RAY	SECRETARY	3.00	Officer Director	$0	$0	$0
JEFF EULBERG	TREASURER	1.00	Officer Director	$0	$0	$0
ANNE SCHLOSSER	TRUSTEE	1.00	Director	$0	$0	$0
BENJAMIN OKEKE	TRUSTEE	1.00	Director	$0	$0	$0
BRIGITTE KLENE-DUDEK	TRUSTEE	1.00	Director	$0	$0	$0
BOB LEWIS	TRUSTEE	1.00	Director	$0	$0	$0
CHRIS GEHRKE	TRUSTEE	1.00	Director	$0	$0	$0
CHRISSY BLAKENEY	TRUSTEE	1.00	Director	$0	$0	$0
DAPHNE KELLEY	TRUSTEE	1.00	Director	$0	$0	$0
DAVID MCINTOSH	TRUSTEE	1.00	Director	$0	$0	$0
DES CLARKE	TRUSTEE	1.00	Director	$0	$0	$0
FUNMI POPOOLA	TRUSTEE	1.00	Director	$0	$0	$0
HOLLY GARDNER	TRUSTEE	1.00	Director	$0	$0	$0
JON KIEHNAU	TRUSTEE	1.00	Director	$0	$0	$0
JOSE FLORES	TRUSTEE	1.00	Director	$0	$0	$0
KRISTY CLEMENT	TRUSTEE	1.00	Director	$0	$0	$0
MARISSA JOHN	TRUSTEE	1.00	Director	$0	$0	$0
SCOTT LINDSAY	TRUSTEE	1.00	Director	$0	$0	$0
TONY WHATLEY	TRUSTEE	1.00	Director	$0	$0	$0
ANGINA HALL	EXECUTIVE DIRECTOR	40.00	Officer	$194,558	$22,016	$216,574
LEE HUMASON	CHIEF FINANCIAL OFFICER	40.00	Officer	$122,888	$20,064	$142,952
IAN DOWNS	DIRECTOR OF STRATEGIC PARTNERSHIPS	40.00	Highest	$104,002	$18,548	$122,550
FANTAMADY DIABATE	TEMPORARY STAFF WORKER	40.00	Highest	$120,409	$9,270	$129,679

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	$15,880,229	$13,591,776	$10,186,419	$2,288,453
2022	$10,528,850	$10,865,796	$6,909,505	$-336,946
2021	$9,759,865	$8,312,674	$7,228,719	$1,447,191
2020	$5,556,968	$5,004,006	$5,900,690	$552,962
2019	$6,204,399	$6,261,269	$5,307,392	$-56,870
2018	$7,076,939	$7,157,502	$5,394,564	$-80,563

UPLIFT NORTHWEST