UPPER VALLEY ROWING FOUNDATION (EIN 020508228) - 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

1997

Legal Domicile

Principal Officer

ELIZABETH GLENSHAW

Tax Period

2023-01-01 to 2023-12-31

UPPER VALLEY ROWING FOUNDATION, founded in 1997, is a small nonprofit in the Recreation & Sports sector that reported $271K in total revenue in fiscal year 2023. The organization ran a surplus of $58K, a strong 21% operating margin.

Mission

THE MISSION OF UPPER VALLEY ROWING FOUNDATION (UVRF) IS TO CREATE A COMMUNITY FOR THE SPORT OF ROWING BY OFFERING A WIDE VARIETY OF OPPORTUNITIES FOR AREA RESIDENTS TO ROW ON THE CONNECTICUT RIVER. BY MAKING AVAILABLE PUBLIC, ROWING-APPROPRIATE ACCESS TO THE CONNECTICUT RIVER, INSTRUCTIONAL PROGRAMS, COMPETITIVE OPPORTUNITIES, AND EDUCATION FORUMS ABOUT THE SPORT, UVRF WILL SERVE AS AN ORGANIZATION THAT PROVIDES DIVERSE BENEFITS TO THE REGION AS A WHOLE.

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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 $137,022

Program Service Revenue $131,471

Investment Income $2,790

Other Revenue $0

TOTAL REVENUE $271,283

Expense Breakdown

Grants Paid $7,240

Salaries & Benefits $55,025

Fundraising Expenses $0

Program Expenses $198,555

Other Expenses $150,960

TOTAL EXPENSES $213,225

Year-over-Year Comparison

	2023	2022	Change
Revenue	$271,283	$279,963	0.0%
Expenses	$213,225	$164,751	+0.3%
Net Income	$58,058	$115,212	-0.5%

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

200

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARTHA BEATTIE	DIRECTOR	2.50	Director	$0	$0	$0
SUSAN BRIGHTON	DIRECTOR	2.50	Director	$0	$0	$0
DOUG CALVEY	DIRECTOR	3.00	Director	$0	$0	$0
MICKEY ELSBERG	DIRECTOR	2.00	Director	$0	$0	$0
KATHY HARVARD	DIRECTOR	3.50	Director	$0	$0	$0
LIZ MARSHALL	DIRECTOR	2.00	Director	$0	$0	$0
JOE PADUDA	DIRECTOR	1.00	Director	$0	$0	$0
HEATHER SHAND	DIRECTOR	2.00	Director	$0	$0	$0
PETER SWANSON	DIRECTOR	2.00	Director	$0	$0	$0
ROELOF VERSTEEG	DIRECTOR	2.50	Director	$0	$0	$0
MARGIE ELSBERG	VICE PRESIDE	2.50	Officer	$0	$0	$0
ELIZABETH GLENSHAW	TREASURER	6.00	Officer	$0	$0	$0
MARCIE JACOBS	SECRETARY	2.50	Officer	$0	$0	$0
DAN RUML	PRESIDENT	2.00	Officer	$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	No data	No data	No data	No data
2023	$271,283	$213,225	$672,847	$58,058
2022	$279,963	$164,751	$614,801	$115,212
2021	$230,436	$168,373	$499,422	$62,063
2020	$129,259	$101,857	$437,359	$27,402
2019	$201,776	$159,028	$409,957	$42,748

UPPER VALLEY ROWING FOUNDATION