UP AND OUT INC

EIN: 930924815 501(c)(3)

PORTLAND, OR

Total Revenue
$4,264,162
Total Expenses
$3,994,994
Total Assets
$7,687,782
Net Assets
$7,340,416
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1987
Legal Domicile
OR
Principal Officer
STACI ANDERSON
Phone
5037960241
Tax Period
2024-07-01 to 2025-06-30

UP AND OUT INC, founded in 1987, is a community nonprofit that reported $4.3M in total revenue in fiscal year 2024. Expenses of $4.0M left a modest 6% surplus.

Mission

UP AND OUT, INC., IS COMMITTED TO PROVIDING COMMUNITY INTEGRATED SERVICES AND RESIDENTIAL OPTIONS THAT WILL ASSIST INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES TO MOVE INTO AND MAINTAIN INDIVIDUALIZED LIVING SITUATIONS IN THEIR OWN HOMES AS VALUED, PRODUCTIVE, UNIQUE AND SUCCESSFUL MEMBERS OF THEIR COMMUNITY.

Program Service Accomplishments

Program 1
Expenses: $3,242,648 Revenue: $3,445,308

GROUP HOMES AND TENANT SUPPORT - UP AND OUT PROVIDES 24-HOUR RESIDENTIAL SUPPORT TO INDIVIDUALS IN GROUP HOMES THROUGHOUT NORTHEAST PORTLAND AND GRESHAM. PERSON-CENTERED SUPPORT IS PROVIDED TO...

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GROUP HOMES AND TENANT SUPPORT - UP AND OUT PROVIDES 24-HOUR RESIDENTIAL SUPPORT TO INDIVIDUALS IN GROUP HOMES THROUGHOUT NORTHEAST PORTLAND AND GRESHAM. PERSON-CENTERED SUPPORT IS PROVIDED TO PROMOTE INDEPENDENCE AND THE FULL INCLUSION OF PEOPLE EXPERIENCING DISABILITIES. AREAS OF CARE MIGHT INCLUDE THE DEVELOPMENT OF INDEPENDENT LIVING SKILLS SUCH AS TAKING PUBLIC TRANSPORTATION, MEDICATION ADMINISTRATION, FINANCIAL BUDGETING/RESOURCE PLANNING, HEALTH AND SAFETY SKILLS, COMMUNITY ACCESS AND ENGAGEMENT, TRAVEL, AND ACTIVITIES OF DAILY LIVING.

Program 2
Expenses: $504,027 Revenue: $658,498

SUPPORTED LIVING PROJECTS - UP AND OUT PROVIDES SUPPORT TO ADULTS THAT LIVE IN THEIR OWN HOMES INDEPENDENTLY OR WITH FAMILY. THEY RECEIVE SUPPORT TO MEET DAY-TO-DAY NEEDS AND ARE OFFERED OPTIONS FOR...

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SUPPORTED LIVING PROJECTS - UP AND OUT PROVIDES SUPPORT TO ADULTS THAT LIVE IN THEIR OWN HOMES INDEPENDENTLY OR WITH FAMILY. THEY RECEIVE SUPPORT TO MEET DAY-TO-DAY NEEDS AND ARE OFFERED OPTIONS FOR RELATIONSHIP BUILDING AND COMMUNITY INCLUSION. THE SUPPORTED LIVING COMMUNITY SPENDS TIME TOGETHER VISITING THE OREGON COAST, LOCAL MUSEUMS AND ATTRACTIONS, BOWLING, GOING OUT TO DINNER, DOING ARTS AND CRAFTS, AND SO MUCH MORE!

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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 $0
Program Service Revenue $4,103,806
Investment Income $160,356
Other Revenue $0
TOTAL REVENUE $4,264,162

Expense Breakdown

Grants Paid $0
Salaries & Benefits $3,037,141
Fundraising Expenses $0
Program Expenses $3,746,675
Other Expenses $957,853
TOTAL EXPENSES $3,994,994

Year-over-Year Comparison

2024 2023 Change
Revenue $4,264,162 $4,203,378 +0.0%
Expenses $3,994,994 $3,854,569 +0.0%
Net Income $269,168 $348,809 -0.2%
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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Governance

Voting Members
4
Independent Members
4
Employees
81
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
3
$125,000
Total Directors
4
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOHN LONGFIELD MEMBER 1.00
Director
$0 $0 $0
CHAD COLTON PRESIDENT 1.00
Officer Director
$0 $0 $0
STACI ANDERSON SECRETARY/TREASURER 1.00
Officer Director
$0 $0 $0
JOHN PETERSON MEMBER 1.00
Director
$0 $0 $0
KAY WECKERLING INTERIM EXECUTIVE DIRECTOR 40.00
Officer
$125,000 $0 $125,000
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 $4,264,162 $3,994,994 $7,687,782 $269,168
2024 $4,203,378 $3,854,569 $7,470,086 $348,809
2023 $3,841,783 $3,179,743 $7,171,284 $662,040
2022 $2,964,309 $2,883,311 $6,210,112 $80,998
2021 $2,861,618 $2,640,416 $6,176,055 $221,202
2020 $3,356,853 $2,852,484 $5,939,295 $504,369
2019 $3,170,743 $3,045,682 $5,529,624 $125,061
2018 $3,216,991 $2,796,232 $5,590,076 $420,759
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