UPLIFT SOLUTIONS INC (EIN 943471934) - 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

2009

Legal Domicile

Principal Officer

BARB VARELA

Phone

8338754389

Tax Period

2024-01-01 to 2024-12-31

UPLIFT SOLUTIONS INC, founded in 2009, is a community nonprofit in the Food, Agriculture & Nutrition sector that reported $3.2M in total revenue in fiscal year 2024. Revenue surged 68% from the prior year, signaling strong growth momentum. The organization ran a surplus of $716K, a strong 23% operating margin.

Mission

REDUCING THE BARRIERS FOR JUSTICE INVOLVED INDIVIDUALS AND AT RISK YOUTH, HELPING THEM FIND PATHWAYS TO LONG TERM SUCCESS.

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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 $3,153,765

Program Service Revenue $24,000

Investment Income $-7,174

Other Revenue $0

TOTAL REVENUE $3,170,591

Expense Breakdown

Grants Paid $428,019

Salaries & Benefits $1,139,572

Fundraising Expenses $243,767

Program Expenses $1,824,868

Other Expenses $887,116

TOTAL EXPENSES $2,454,707

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,170,591	$1,884,096	+0.7%
Expenses	$2,454,707	$1,779,726	+0.4%
Net Income	$715,884	$104,370	+5.9%

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

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

$278,764

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ATIF BOSTIC	PRESIDENT & CEO	40.0	Officer	$193,004	$0	$193,004
BARB VARELA	CFO	24.0	Officer	$85,760	$0	$85,760
SANDY BROWN	CHAIRWOMAN	1.0	Officer Director	$0	$0	$0
SAMUEL KATES	TREASURER	1.0	Officer Director	$0	$0	$0
LINDA ROSANIO	SECRETARY	1.0	Officer Director	$0	$0	$0
RONALD J BERMAN	DIRECTOR	1.0	Director	$0	$0	$0
KEIR BRADFORD-GREY	DIRECTOR	1.0	Director	$0	$0	$0
SCOTT BROWN	DIRECTOR	1.0	Director	$0	$0	$0
TROY CRICHTON	DIRECTOR	1.0	Director	$0	$0	$0
NANCY GEPHART	DIRECTOR	1.0	Director	$0	$0	$0
ANNA KEITH	DIRECTOR	1.0	Director	$0	$0	$0
DAVID LITSKY	DIRECTOR	1.0	Director	$0	$0	$0
SCOTT MOSES	DIRECTOR	1.0	Director	$0	$0	$0
SHARMAIN MATLOCK-TURNER	DIRECTOR	1.0	Director	$0	$0	$0
SHARANA WORSLEY	DIRECTOR	1.0	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	$3,170,591	$2,454,707	$2,646,878	$715,884
2023	$1,884,096	$1,779,726	$2,138,746	$104,370
2022	$1,448,862	$1,501,699	$823,765	$-52,837
2021	$1,840,750	$1,509,666	$960,484	$331,084
2020	$1,861,573	$1,589,996	$664,701	$271,577
2019	$1,507,635	$1,731,574	$537,812	$-223,939
2018	$1,541,285	$1,681,612	$856,066	$-140,327

UPLIFT SOLUTIONS INC