SCommunity Improvement & Capacity BuildingEIN: 822441360· Ruling Year: 2018

Invest Up

Marquette, Michigan

B+Health Score
65B+

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Good

💰
$994K
Total Revenue
📊
$1.0M
Total Expenses
🏦
$223K
Net Assets
📋
$318K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-7.2%
Year-over-year change (2022 → 2023)
Net Margin
-5.0%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.21
Net assets divided by total expenses
Liabilities-to-Assets
58.8%
Total liabilities as % of total assets

Filing History

7 filings on record
YearRevenueExpensesAssets
2023$994,3777%$1,044,1637%$540,962107%
2022$1,071,52175%$971,37470%$261,24014%
2021$612,16262%$570,34754%$228,60725%
2020$377,81832%$370,12031%$182,86560%
2019$286,15324%$281,75980%$114,1394%
2018$230,948176%$156,682183%$109,995232%
2017$83,632$55,283$33,104

Frequently Asked Questions

What does Invest Up do?

Invest Up is a community improvement & capacity building nonprofit organization based in Michigan. It is classified under NTEE code S30 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Invest Up financially healthy?

Based on our 9-metric Financial Health Score model, Invest Up has a score of 65/100 (Grade: B+). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Invest Up generate?

Invest Up reports $2.5M in annual revenue and holds $2.7M in total assets, based on IRS filings.

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