Level Up Foundation

Nonprofit profile at a glance

EIN
922239982
IRS 990-EZ coverage
2023–2024
Forms available
Form 990-EZ 2024
Location
Castro Valley, CA, USA
Phone
5108253508
Rating
39
Verdict
REVIEW
Rating confidence
Moderate
Sector
Human Service Organizations

Official website

Reported finances

Revenue
$6,325
Expenses
$1,982
Assets
$5,837

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

3 people listed

Executive titles in this filing

  • Kathryn Fortin (CEO)

People named in this filing

  • Dayna Speed (CFO)
  • MaryBeth Colvin (Secretary)
  • Kathryn Fortin (CEO)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To Provide Business and Technological Educational Opportunites for Under-Served Communities.

What it reported doing in 2024

Set-Up the organizational requirements to provide our mission services.

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

REVIEW - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 0
  • Transparency & Controls: 82
  • Sustainability: 73
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 0.3%; rating input score 0
  • Program expense ratio: 1.1%; rating input score 1

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 68.7%; rating input score 95; 95th percentile among comparable filings
  • Total-asset coverage ratio: 2.95; rating input score 74; 74th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -182.8% per year; rating input score 0; 1st percentile among comparable filings
  • Revenue growth: 70.1% per year; rating input score 100; 98th percentile among comparable filings
  • Asset growth: 118.5% per year; rating input score 100; 99th percentile among comparable filings

Details

  • Where the money goes: 0.3% of revenue deployed · 1.1% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $21 in reported program spending
  • Leadership: top reported pay $0 · 3 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 2 filing years from 2023 to 2024
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

  • High — Financial Efficiency: Mission deployment rate scored 0/100.
  • High — Financial Efficiency: Program expense ratio scored 1/100.
  • High — Growth: Program expense growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.
  • Review — Grant Readiness: California registration: this organization could not be resolved against the register, so the check is unfinished.