UPHAM FAMILY SOCIETY INC (EIN 046072852) - 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

1926

Legal Domicile

Principal Officer

GEOFFREY UPHAM RENDALL

Phone

7816653741

Tax Period

2024-01-01 to 2024-12-31

UPHAM FAMILY SOCIETY INC, founded in 1926, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $10K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $13K exceeded revenue, resulting in a 21% operating deficit.

Mission

HISTORIC PRESERVATION / EDUCATION

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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 $168

Program Service Revenue $8,450

Investment Income $1,794

Other Revenue $0

TOTAL REVENUE $10,412

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $10,786

Other Expenses $12,636

TOTAL EXPENSES $12,636

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,412	$9,590	+0.1%
Expenses	$12,636	$14,029	-0.1%
Net Income	$-2,224	$-4,439	-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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GEOFFREY UPHAM RENDALL	PRESIDENT	10.00	Officer Director	$0	$0	$0
ALAN KELLEY	PRESIDENT EMERITUS/TREASUR	6.00	Officer Director	$0	$0	$0
KRISTEN KELLEY	VICE PRESIDENT	6.00	Officer Director	$0	$0	$0
MARTHA COMEAU	SECRETARY	6.00	Officer Director	$0	$0	$0
BRAD HUTCHINSON	COMMUNITY DIRECTOR	2.00	Director	$0	$0	$0
SANDRA GRINDLAY	FAMILY DIRECTOR	2.00	Director	$0	$0	$0
STEPHEN PHILLIPS	FAMILY DIRECTOR	2.00	Director	$0	$0	$0
MARY PREYER	FAMILY DIRECTOR	2.00	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	$10,412	$12,636	$758,857	$-2,224
2023	$9,590	$14,029	$761,081	$-4,439
2022	$6,397	$17,457	$765,520	$-11,060
2021	$16,678	$11,592	$776,580	$5,086
2020	$355,463	$13,605	$771,494	$341,858

UPHAM FAMILY SOCIETY INC